Accounting Influencers Podcast: Recent Episodes

Martin Bissett & Rob Brown

Hosts Martin Bissett and Rob Brown bring you critical insights, best practice, expert interviews, market intelligence, practical 'here's what works' tips and occasional rants on the accounting world. The AIP audience is accountants and CPAs, together with the networks, associations, vendors and influencers who lead them, work in them and serve them. The full show goes live every Monday, with daily segments featuring news, rants, expert and special guest interviews. To stay informed, current and even gain an edge in the accounting/fintech world, this is your #1 podcast choice.

With our trusted commercial partners, you get engaging interviews 'radio show' style with accounting profession influencers, disrupters and thought leaders who advise, train, serve and speak into the accounting/fintech profession. Some are experts (commentators, authors, consultants). Others are in business (suppliers, vendors and partners to accounting firms).

Each episode features frank interviews either with top leaders in accounting firms, networks and associations or with the influencers experts, vendors, advisors, experts and coaches who inspire them. Topics include leadership, value, winning work, culture, talent, sales, trust, growth, tech, digital, cloud, change, marketing, trends, performance and strategy. Guests are asked questions such as:

✓ DIFFERENTIATION - What do the progressive, thriving accounting firms do well? ✓ BEST PRACTICE - How are the top accounting firms standing out, winning work and achieving growth? ✓ TRENDS/STATS- what are the critical issues shaping accounting firms and the fintech vendor space? ✓ CAREER/TALENT - what makes a top performer, work winner or promotable accountant in an accounting firm? ✓ FUTURE PROOFING - what's coming up for the accounting/fintech world in the area of XX?

Martin Bissett is the founder of the Bissett Group of companies that provide practice and personal growth communities, content, and continuing education exclusively to the accounting and bookkeeping professions worldwide. Previously he established a high six-figure consulting firm while serving as a keynote speaker with over 100 one-off and repeat engagements to his name, as well as becoming the most published author on his topics of specialism with 11 books including 1 bestseller.

Since 1998, Martin has played a major part in working with over 1800 accounting firms in over 40 countries. These projects have led to those firms acquiring over £500m of recurring fees before inflationary increases, referrals and upselling are factored in. He stopped keeping track of this number over 5 years ago. Martin now advises a range of accounting practitioners and fintech companies at board level.

Rob Brown is a renowned MC, facilitator and chair of virtual and in-person panels, conferences and events globally for the accounting and fintech profession. He is co-founder of the Accounting Influencers Roundtable (AIR) mastermind group and co-hosts the world's most popular accounting and fintech podcast: Accounting Influencers.

Throughout the pandemic, Rob chaired 24 virtual panels with leaders of global accounting networks and alliances to discuss the key issues and challenges. He is retained by several associations and vendors to chair their events and provide high-level interview content for their communities. He is also the bestselling author of Build Your Reputation (Wiley) and his TEDx talk 'The Personal Brand of You' has been viewed 300K+ times on YouTube.

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In this pivotal episode Rob Brown explains the truth about the future of accounting.From AI disruption to collapsing entry level pathways to the rise of visibility and influence, this episode is a wake up call for accountants who want to stay relevant. Learn how to build fluency, clarity and credibility in a changing profession.

Key Takeaways

  • Visibility is the new career advantage

  • AI replaces tasks not trust

  • Younger accountants want clarity not grind culture

  • Standing out is safer than blending in

  • Judgment communication and influence are the future

You can watch this on YouTube here: https://youtu.be/63zyKUFQEFc

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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The Accounting Voices Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. Host Rob Brown delivers insights to help professionals strengthen their personal brand, stay informed about industry changes and navigate disruptive forces affecting accounting business models and trends. Check out the show on your preferred podcast app or platform, or go to the Accounting Voices YouTube channel for all of the episodes in video format. https://www.youtube.com/@accountingvoices

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

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.

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In the final episode of the Big Four AI mini-series, Rob Brown explains how to stay credible and competitive as AI reshapes accounting. Learn why visibility is credibility, how to become the translator between humans and machines, and how to build fluency that turns fear into confidence.

Key Takeaways

  • Reputation now comes from visibility and proof of thinking.
  • You don’t need to code to stay relevant — you need to converse with technology.
  • Judgment and communication define career security in the AI age.
  • Fluency beats fear; clarity beats complexity.

You can watch this on YouTube here: https://youtu.be/wdhpvc7-IwA

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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The Accounting Voices Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. Host Rob Brown delivers insights to help professionals strengthen their personal brand, stay informed about industry changes and navigate disruptive forces affecting accounting business models and trends. Check out the show on your preferred podcast app or platform, or go to the Accounting Voices YouTube channel for all of the episodes in video format. https://www.youtube.com/@accountingvoices

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

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.

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In this episode of Accounting Voices, Rob Brown breaks down what the Big Four are doing with AI and how smaller firms can use those ideas to stay credible and competitive. Learn how to publish an AI policy, choose the right use cases, train for judgment and build trust through visibility.

Key Takeaways -

Smaller firms can borrow Big Four discipline without their budgets.

Transparency and training build trust faster than tech.

Choose three AI use cases and master them.

Judgment is the new career currency.

You can watch this on YouTube here:

https://youtu.be/nVsif9cry_o

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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The Accounting Voices Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. Host Rob Brown delivers insights to help professionals strengthen their personal brand, stay informed about industry changes and navigate disruptive forces affecting accounting business models and trends. Check out the show on your preferred podcast app or platform, or go to the Accounting Voices YouTube channel for all of the episodes in video format. https://www.youtube.com/@accountingvoices

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

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.

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AI has moved from pilots to playbooks. In this episode Rob Brown breaks down the Big Four AI race and turns it into a practical plan for firms of any size. Learn where automation is helping, where human judgment must stay in charge, and how to build a simple policy clients will trust. You will leave with four moves to compete without the hype.

Key Takeaways

  • AI is the main event in audit, tax and advisory

  • Leaders treat AI like a system with policy and training

  • Accountability rises with automation not the other way round

  • Mid tier firms can win with focus and transparency

  • Pick three use cases, publish a policy, train for judgment

You can watch this on YouTube here:

https://youtu.be/_-b3fCu-9c8

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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The Accounting Voices Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. Host Rob Brown delivers insights to help professionals strengthen their personal brand, stay informed about industry changes and navigate disruptive forces affecting accounting business models and trends. Check out the show on your preferred podcast app or platform, or go to the Accounting Voices YouTube channel for all of the episodes in video format. https://www.youtube.com/@accountingvoices

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

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.

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Artificial Intelligence is creating a talent shock in accounting. Firms are hiring fewer graduates while demand for advisory skills skyrockets. AI is doing the routine work, leaving humans to handle judgment, strategy and communication. Rob Brown breaks down what this means for firm leaders, finance professionals and the next generation of accountants. He shares the mindset and actions needed to stay visible, valuable and employable in an AI-driven profession.

Key Takeaways -

*AI is reducing entry level roles but increasing demand for strategic and advisory skills

*Big Four firms are cutting graduate intake and retraining senior staff for AI driven workflows

*The career ladder is changing and critical thinking and communication now matter more than repetition

*Corporate finance teams are creating new roles in analytics and governance to replace routine tasks

*Visibility and curiosity are now career insurance in the AI era

Leaders must turn fear into fluency and guide teams through technological change

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

The Accounting Voices Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. Host Rob Brown delivers insights to help professionals strengthen their personal brand, stay informed about industry changes and navigate disruptive forces affecting accounting business models and trends. Check out the show on your preferred podcast app or platform, or go to the Accounting Voices YouTube channel for all of the episodes in video format - https://www.youtube.com/@accountingvoices

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

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.

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Artificial intelligence is transforming accounting but not always for the better. Rob Brown explores real-world AI controversies that have shaken trust in the profession. From Deloitte’s fabricated government report and Google Bard’s false scandals to Xero’s chatbot misfires these stories reveal the danger of blind automation.

You will learn how to audit your AI use verify data and lead with transparency in an age where machines make confident mistakes.

Key Takeaways

  • AI can create confident mistakes that destroy credibility

  • Big Four firms have already learned costly lessons

  • Vendors are still testing AI in public

  • Every firm needs clear AI policies and human review

  • Transparency and judgment are non-negotiable for trust

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

The Accounting Voices Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. Host Rob Brown delivers insights to help professionals strengthen their personal brand, stay informed about industry changes and navigate disruptive forces affecting accounting business models and trends. Check out the show on your preferred podcast app or platform, or go to the Accounting Voices YouTube channel for all of the episodes in video format - https://www.youtube.com/@accountingvoices

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

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.

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In this episode of Accounting Voices, Rob Brown discusses the transformative impact of artificial intelligence (AI) on the accounting profession. He emphasizes that AI is not a threat to jobs but rather to specific tasks, urging professionals to adapt and embrace AI to remain relevant. The conversation covers the slow adoption of AI in accounting firms, the implications for workforce dynamics, and the necessity for leadership to engage with AI strategically. Brown also provides practical steps for accountants to integrate AI into their work and enhance their careers.

Takeaways -

AI is changing how accounting firms operate and compete.

Professionals who master AI will thrive in the future.

Most accounting firms are slow to adopt AI technologies.

Early adopters of AI in accounting are seeing significant benefits.

AI can free up time for accountants to focus on advisory roles.

The big four accounting firms are heavily investing in AI.

AI is reshaping entry-level roles in accounting.

Human judgment remains a critical advantage over AI.

Leadership must engage with AI as a core issue.

Accountants should experiment with AI and upskill regularly.

You can watch this on YouTube here: https://youtu.be/doI88u39LYM

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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The Accounting Voices Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. Host Rob Brown delivers insights to help professionals strengthen their personal brand, stay informed about industry changes and navigate disruptive forces affecting accounting business models and trends. Check out the show on your preferred podcast app or platform, or go to the Accounting Voices YouTube channel for all of the episodes in video format. https://www.youtube.com/@accountingvoices

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

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.

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In this episode of The Accounting Voices Podcast, Rob Brown talks with Ian Gregory, CTO of AdvanceTrack Outsourcing, about how artificial intelligence is reshaping the accounting profession. They explore where to start with AI, how to protect client data, what skills accountants need for the future, and why process excellence must come before automation. Ian’s insights bridge technology, talent and trust essential listening for firm leaders planning the next phase of change.

Key Takeaways:

  • AI adoption starts small and practical, not theoretical.

  • Security and trust are top priorities before automation.

  • Simplify broken processes before digitising them.

  • Critical thinking and communication skills are rising in value.

  • The career ladder is shifting from pyramid to diamond.

  • Advisory and assurance work will define the future accountant.

Killer Quotes:

  • “If your workflows are messy, AI will multiply the mess.”

  • “Process before automation control, simplify, then digitise.”

  • “AI supports people; people supervise AI.”

  • “Compliance is commoditised. Trust is the differentiator.”

-"The accountant’s job is shifting from preparer to protector.”

The Accounting Voices Podcast is part of the Accounting Voices Network helping accountants stay relevant, influential and ready for the future.

You can watch this on YouTube here: https://youtu.be/rgnbuR61T2E

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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The Accounting Voices Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. Host Rob Brown delivers insights to help professionals strengthen their personal brand, stay informed about industry changes and navigate disruptive forces affecting accounting business models and trends. Check out the show on your preferred podcast app or platform, or go to the Accounting Voices YouTube channel for all of the episodes in video format. https://www.youtube.com/@accountingvoices

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

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.

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Accounting Voices, hosted by Rob Brown, launches with a sharp new season focused on helping accounting and finance professionals stay relevant, visible and vocal in a profession being reshaped by AI, automation, private equity and consolidation. This is not a show about technical standards or software. It is about leadership, authority and influence — the softer skills that matter most when the rules of the game are being rewritten. Rob outlines the themes coming up in future episodes, from credibility and executive presence to thought leadership and personal brand. He also introduces the Accounting Voices Collective, regular gatherings that bring leaders together for candid conversations, and points to the YouTube channel and LinkedIn newsletter where thousands tune in for updates and video content.

Key Takeaways:

  • Competence is expected, but visibility creates opportunity

  • Influence is career insurance in disruptive times

  • This show focuses on leadership, not technical content

  • Accounting Voices Collective connects leaders globally

  • Thousands follow the YouTube channel weekly

  • Subscribe to the LinkedIn newsletter for updates

  • Sponsors can reach decision-makers with high-value content

Killer Quotes:

  1. Change is hard, but not changing is harder.

  2. Having a voice is hard, but having no voice is harder.

  3. Irrelevance equals unemployment in today’s profession.

  4. Influence is the new career insurance.

  5. This is the survival guide for accountants in the age of AI and M&A.

  6. The future belongs to the visible, authoritative and influential.

  7. Competence is the baseline, visibility is the edge.

If you’d like to sponsor Accounting Voices and connect with decision-makers across accounting and finance, reach out to Rob Brown on LinkedIn.

The Accounting Voices Podcast is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.

You can watch this on YouTube here: https://youtu.be/i3FsU40xPyQ

Come and join our Accounting Voices Collective on LinkedIn to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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The Accounting Voices Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. Host Rob Brown delivers insights to help professionals strengthen their personal brand, stay informed about industry changes and navigate disruptive forces affecting accounting business models and trends. Check out the show on your preferred podcast app or platform, or go to the Accounting Voices YouTube channel for all of the episodes in video format. https://www.youtube.com/@accountingvoices

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

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.

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In Episode 6, the finale of this 6-part series, Rob Brown explains why your personal brand is your greatest asset in the age of AI and consolidation. Compliance is collapsing. Clients want advisors. Tech is an ally. But the only thing you fully control is your visibility, authority and influence.

Rob shares stats from LinkedIn and Edelman, examples from firms, and 5 practical actions to start building your personal brand today.

This series is not about firms. It is about you — your visibility, your relevance and your survival.

Key Takeaways

  • LinkedIn: visible professionals are 4x more likely to get opportunities
  • Edelman: 63% trust individual experts more than companies
  • Presence, perspective, proof: the 3 Ps of personal brand
  • Personal brand is contribution, not bragging
  • 5 actions to build your personal brand today
  • Episode 6 of 6: The Accountant’s Survival Guide

Killer Quotes

  • “Personal brand is your career insurance”
  • “If you are invisible, you are vulnerable”
  • “Presence, perspective, proof — that is the model”
  • “People follow people, not firms”
  • “Irrelevance equals unemployment. Visibility equals survival”

Want help becoming more visible and authoritative? Explore Rob Brown’s Personal Brand Interview service.

The Accounting Voices Podcast is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.

You can find this on youtube here:

https://www.youtube.com/watch?v=deIaE8rAmYE

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

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n Episode 5 of this 6-part series, Rob Brown shows how accountants can turn technology from a threat into an ally. With AI automating compliance, the winners will be those who harness tech to automate, analyse and advise.

Rob shares stats on firm growth, real-world examples and a 5-step action plan to start making tech your ally today.

This series is not about firms. It is about you — your visibility, your relevance and your survival.

Sponsored by Infinite Ties, led by Deneen Dias, empowering US firms to scale Client Advisory Services through peer-to-peer learning and training.

Key Takeaways

  • Firms using advisory tech grow 30% faster (Fathom HQ)
  • Tech automates compliance but empowers advisory
  • Automate, analyse, advise: the 3-step model
  • Tools: dashboards, forecasting, AI-driven insights
  • Clients want answers, not data
  • Episode 5 of 6: The Accountant’s Survival Guide

Killer Quotes

  • “Tech will either replace you or empower you”
  • “Clients don’t want data. They want answers”
  • “Automate, analyse, advise — that is the model”
  • “Tech is your new staff member”
  • “Accountants who resist tech will be left behind”

Want help becoming more visible and authoritative? Explore Rob Brown’s Personal Brand Interview service.

The Accounting Voices Podcast is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.

You can find this on youtube here: https://youtu.be/7RWouB3HAXo?si=OuxJhdQd7vQNtqQQ

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

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In Episode 4 of this 6-part series, Rob Brown lays out the practical playbook to move from compliance worker to trusted advisor. Using a 5-step framework — repackage, reprice, retrain, rebrand and replace — you’ll learn how to build advisory services that clients value and careers that last.

Rob shares firm examples, stats from the AICPA, and a 5-action starter kit to help accountants make the shift right now.

This series is not about firms. It is about you — your visibility, your relevance and your survival.

Sponsored by Infinite Ties, led by Deneen Dias, empowering US firms to scale Client Advisory Services through peer-to-peer learning and training.

Key Takeaways

  • 60% of firms admit they have failed to scale advisory (AICPA)

  • Compliance is commoditised; advisory must be built intentionally

  • 5 steps: repackage, reprice, retrain, rebrand, replace

  • Advisory is a growth engine and career insurance

  • 5 actions to start your shift today

  • Episode 4 of 6: The Accountant’s Survival Guide

Killer Quotes

  • “You cannot hide behind compliance anymore”

  • “Advisory is not an extra, it is the core”

  • “Repackage, reprice, retrain, rebrand, replace — that is the shift”

  • “Advisory makes you indispensable, compliance makes you replaceable”

  • “The only accountants who will thrive are those who move forward”

Want help becoming more visible and authoritative? Explore Rob Brown’s Personal BrandYou can find this on youtube here:

https://youtu.be/b55qmfluDak

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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. Interview service.

The Accounting Voices Podcast is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.

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In Episode 3 of this 6-part series, Rob Brown explains why the biggest shift accountants must make is in mindset. Advisory is not a service line. It is a way of thinking.Compliance asks “what happened.” Advisory asks “what’s next.” And only one of those roles has a future. Rob shares the evidence, the 5 advisory skills AI cannot replace, and a practical playbook for developing the mindset that keeps you relevant.This series is not about firms. It is about you — your visibility, your relevance and your survival.

Sponsored by Infinite Ties, led by Deneen Dias, empowering US firms to scale Client Advisory Services through peer-to-peer learning and training.

Key Takeaways

  • Compliance is backward looking. Advisory is forward looking

  • AI can report but cannot advise

  • Middle management is shrinking; influence is growing

  • 5 skills AI cannot replace: curiosity, acumen, communication, entrepreneurial thinking, influence

  • Advisory is a mindset before it’s a service line

  • Episode 3 of 6: The Accountant’s Survival Guide

Killer Quotes

  • “Compliance asks what happened. Advisory asks what’s next”

  • “Advisory is not a service line. It is a mindset”

  • “Technical competence without presence is expendable”

  • “Middle management is shrinking. Influence is growing”

  • “Only one of these roles has a future”

Want help becoming more visible and authoritative? Explore Rob Brown’s Personal Brand Interview service.

The Accounting Voices Podcast is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.

You can find this on youtube here:

https://youtu.be/bcnY6ke9sOc

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

In Episode 2 of this 6-part series, Rob Brown explains why clients no longer value accountants as form-fillers and why they are demanding advisors who bring foresight, strategy and fluency.

With 70% of SMEs saying they would switch firms for more proactive advice, advisory is no longer optional. Rob shares the evidence, real-world examples and a 5-step playbook to align your work with client expectations.

This is not about firms. It is about you — your visibility, your relevance and your survival.

Sponsored by Infinite Ties, led by Deneen Dias, empowering US firms to scale Client Advisory Services through peer-to-peer learning and training.

Key Takeaways

  • 70% of SMEs would switch firms for more advice (Thomson Reuters)

  • Compliance is commoditised. Advisory is the expectation

  • Clients want foresight, strategy and sector fluency

  • AI can fill forms but cannot advise

  • 5 steps to start aligning with client demand today

  • Episode 2 of 6: The Accountant’s Survival Guide

Killer Quotes

  • “Clients don’t want form-fillers. They want advisors”

  • “Advisory is not optional. It’s the expectation”

  • “70% of SMEs will switch firms for more advice”

  • “If you stay silent, someone else will step into your client’s ear”

  • “Advisory is the only safe harbour left in accounting”

Want help becoming more visible and authoritative? Explore Rob Brown’s Personal Brand Interview service.

The Accounting Voices Podcast is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.

You can find this on youtube here:

https://youtu.be/EpLuGfrNaYE

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

In Episode 1 of this 6-part series, Rob Brown explains why compliance work is collapsing under AI, automation and private equity consolidation. Accountants who stay compliance-only face price erosion, invisibility and unemployment.

Rob shares hard stats, cross-industry signals and a 5-step survival playbook for protecting your career. This series is not about firms. It is about you — your visibility, your relevance and your survival.

Stay tuned for Episode 2 where we explore how client expectations have shifted and what they really want now.

Sponsored by Infinite Ties, led by Deneen Dias, empowering US firms to scale Client Advisory Services through peer-to-peer learning and training.

Key Takeaways

  • 40% of jobs worldwide are at risk from AI (IMF)
  • 50% of compliance tasks can already be automated (PwC)
  • 340k accountants left the US profession in 3 years (WSJ)
  • Middle management is shrinking across industries
  • Private equity roll-ups are cutting costs and layers
  • Irrelevance equals unemployment for accountants
  • 5 steps to start protecting your career today

Killer Quotes

  • “If 50% of the work you bill for can be automated tomorrow, what is left of your career”
  • “Irrelevance equals unemployment”
  • “Compliance has become a commodity. Nobody wins that race”
  • “If you’re invisible you’re vulnerable”
  • “The only accountants who will survive are those who step forward”

Want help becoming more visible and authoritative? Explore Rob Brown’s Personal Brand Interview service.You can find this on youtube here:

https://youtu.be/TguwPn7JlcE

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

In this final episode of the six-part series, Rob Brown explores what the accounting firm of the future will really look like.

Smaller teams. Fewer layers. Modular delivery. Tech-first talent. Clients demanding speed, insight and strategic value. The future firm is already taking shape. Are you part of it?

Global economic pressure, rising automation, and evolving business models are forcing firms to rethink how they’re structured. Rob outlines what changes are happening now and what professionals must do to stay valuable in the next chapter of the profession.

Whether you're just starting out, navigating mid-career or sitting in the partner seat, this episode gives you the playbook for what's coming.

Key Takeaways:

➜ Firms are shrinking by design, not decline

➜ AI and tech are replacing repetitive tasks

➜ Modular, freelance and specialist talent is on the rise

➜ Subscription and advisory models are replacing hourly billing

➜ Influence, adaptability and visibility are now essential

➜ Individuals must build relevance before they need it

➜ Firms must stop hoarding talent and start activating it

Killer Quotes:

"The firm you knew is already gone."

"Smaller teams are not a weakness. They’re a strategy."

"Your job is no longer to report the past. It’s to shape the future."

"Influence beats tenure in the new model."

"AI doesn’t replace you. It replaces what you’ve outgrown."

"Visibility isn’t ego. It’s career insurance."

"If you’re not building relevance now, you’ll be left behind later."

The Accounting Influencers Podcast (AIP) is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.

You can find this on youtube here:

https://youtu.be/4ja_ouLBO5k

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

n this episode, Rob Brown exposes a subtle but widespread issue in accounting firms: silent firing.**

You haven’t been let go. But you’re no longer invited to meetings. Projects go to others. Nobody is talking about your future. You feel sidelined. Not officially, not publicly, but unmistakably.

This is silent firing. And it's happening across the profession.

This is episode four in a six-part series on the broken career ladder in accounting. Rob Brown explains how good people are being quietly pushed out without the firm ever saying a word. And more importantly, he shares what professionals can do when their career stalls without warning.

Key Takeaways:

➜ Silent firing is career drift by design

➜ It affects high performers who stop being visible

➜ AI, private equity and leadership churn increase the risk

➜ Being left out of projects is a warning sign

➜ Visibility and value must be actively managed

➜ You must self-advocate or risk fading away

Killer Quotes:

"You’re not in trouble. You’re invisible."

"Silent firing is when nobody tells you to leave, but nobody asks you to stay either."

"Being ignored is not neutral. It’s negative."

"You can’t wait for recognition. You have to reassert your relevance."

"If your job is shrinking quietly, that is a signal."

"This is not about performance. It’s about presence."

"You’re not broken. You’re unclaimed. That can be fixed."

The Accounting Influencers Podcast (AIP) is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.

You can find this on youtube here:

https://youtu.be/a-pfvBt8RBU

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

In this episode, Rob Brown tackles the slow decline of influence among top accounting leaders.**

This is episode three in a six-part series on the broken career ladder in accounting. We’ve covered the collapse of entry-level roles and the hollowing out of mid-level staff. Now, we confront what’s happening at the top—where seasoned partners and firm leaders are watching their influence erode.

Rob explores why senior professionals are losing visibility and voice in a fast-moving profession. From AI-driven transformation to younger staff expectations, from private equity shakeups to non-accountants running firms, the rules of leadership are changing. And the old safety net of tenure and equity is no longer enough.

If you're a senior leader wondering why you feel out of the loop—or if you manage one—you need to hear this.

Key Takeaways:

➜ 75% of CPAs are retiring or near-retirement age

➜ PE-backed firms demand speed, scale and accountability

➜ Tenure and equity no longer protect underperformance

➜ Clients want commercial insight, not old-school prestige

➜ Younger staff want mentorship, not hierarchy

➜ Relevance has to be earned, even at the top

➜ Leaders must update, reframe and re-engage to stay visible

Killer Quotes:

"You’re not retired. You’re just being left out."

"Private equity doesn’t care how long you’ve been at the firm. They care if you’re helping it win."

"The old idea that partner meant untouchable is dead."

"Influence doesn’t disappear. It drifts. You have to go and bring it back."

"Clients want foresight, not a recap of last quarter."

"If you haven’t updated your leadership style in five years, the market already moved past you."

"Your experience is still powerful. It’s just not obvious anymore."

You can find this on youtube here:

https://youtu.be/QIk5QOZuYKg

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

In this episode, we explore the profound impact of AI and automation on the accounting profession, particularly how these technologies are hollowing out the middle level of accounting roles. Join us with expert Rob Brown as we discuss the challenges and opportunities this shift presents.

Key Takeaways:

Mid-Level Disruption: Understanding how AI is automating tasks traditionally handled by mid-level accountants. Adapting to Change: Strategies for mid-level professionals to adapt and thrive in an AI-driven environment. The New Skillset: Essential skills and competencies needed to remain relevant in the evolving accounting landscape. Opportunities Ahead: How automation is creating new roles and opportunities for growth in the accounting field.

You can find this on youtube here:

https://youtu.be/E-nACbOZSQA

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

In this episode of the Accounting Influencers podcast, Rob Brown discusses the challenges facing entry-level accounting jobs, including the impact of automation and AI on the profession. He emphasizes the importance of adapting to new skills and the evolving nature of accounting careers. The conversation highlights the need for fresh talent and the changing expectations of firms in the accounting industry.

You’ll learn:

  • Why traditional junior roles are vanishing

  • How this impacts promotion, retention and firm health

  • What entry-level professionals should focus on now

  • What firms must do to build new talent pipelines

  • How to rebuild your brand if you've been laid off

The profession must adapt to survive and thrive in a changing landscape.

You can find this on youtube here:

https://youtu.be/IfvBt6u32AI

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

In this episode, Rob Brown breaks down how professionals can build serious influence even if they don’t have a senior job title.

Whether you’re in accounting, law, consulting or corporate leadership, this episode gives bold strategies to lead from the middle. Rob dives into how to build trust, shape decisions and earn visibility without needing permission or power. Perfect for ambitious professionals who want to grow their internal brand and be seen as leaders before they’re given the title.

Key Takeaways:

➜ Influence isn’t linked to your job title

➜ Visibility beats authority every time

➜ Micro-alliances build momentum before meetings

➜ Speak up early and often with value

➜ Tell better stories to shift perceptions

➜ Deliver more than you pitch

➜ Initiative earns respect faster than ideas

Killer Quotes:

"Leadership is a posture, not a position"

"Influence is how you get the title, not what comes after"

"People follow clarity, not hierarchy"

"Quiet power moves the loudest things"

"If you want a seat at the table, act like you belong before you're invited"

"Contributions build visibility. Delivery builds trust"

"Stop waiting. Influence starts now"

The Accounting Influencers Podcast (AIP) is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.

You can find this on youtube here:

https://youtu.be/GtyuzKQC2sc

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

In this episode, Rob Brown explains how accountants are sabotaging their authority by being too nice, too humble and too silent.

What makes someone respected in today’s accounting profession? Rob Brown explores five subtle behaviours that quietly destroy professional authority and credibility. From downplaying your presence to chasing approval, these hidden habits often go unnoticed. But they’re costing you influence, impact and opportunity.

This episode is a wake-up call for accounting leaders, managers and anyone trying to build presence in hybrid or high-pressure environments. Rob lays out the new rules of respect, and how to lead with clarity, calm and self-assurance—without losing your humanity.

Key Takeaways:

➜ Being composed is more powerful than being casual

➜ Likability is not the same as trust or respect

➜ Authority grows when you raise standards, not adapt to them

➜ Saying nothing when boundaries are crossed trains people to ignore you

➜ Minimising your presence for humility leads to being overlooked

➜ Calm, direct communication is the new executive superpower

➜ Your personal brand is built one boundary and one presence cue at a time

Killer Quotes:

"Respect doesn’t come from agreeing with everyone. It comes from standing for something."

"Calm people get listened to. Calm people get trusted."

"You train people how to treat you by what you tolerate."

"Humility is not the absence of confidence. It’s the presence of accuracy."

"Being liked is not a leadership strategy."

"Your standards should raise the room, not blend into it."

"If you don’t own your space, someone else will."

The Accounting Influencers Podcast (AIP) is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.

You can find this on youtube here:

https://youtu.be/UihPj5XUmAA?si=YSd5I3EmL0YA2Wb7

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

In this episode, Rob Brown delivers a wake-up call to accounting firms stuck in legacy thinking and explains why entrepreneurial mindsets are now mission-critical.

Accounting used to be about consistency, caution, and compliance. Today, it's about creativity, innovation, and commercial bravery. In this solo episode, Rob Brown unpacks why accounting firms must ditch their old ways of working and embrace an entrepreneurial mindset. Whether it’s the pressure from private equity, client expectations, or shrinking margins, the message is clear: evolve or get left behind.

This episode explores what entrepreneurial thinking looks like in a firm, how to identify intrapreneurs, and what leaders must do to create a culture of experimentation and growth. A must-listen for partners, managers, and future leaders who want to stay relevant in a rapidly changing industry.

Key Takeaways:

➜ Traditional firm models are being disrupted by tech, client demands, and PE influence

➜ Entrepreneurial thinking isn’t optional, it’s survival

➜ Innovation doesn't happen in 6-minute increments

➜ Billable hours can kill creativity and change

➜ Firms must reward courage, not just efficiency

➜ Intrapreneurs are the untapped growth engine inside most firms

➜ Leadership must model risk-taking, not just manage it

Killer Quotes:

"Stability is no longer a growth strategy."

"Firms that can't innovate will quietly fade away."

"Billable hours are the enemy of entrepreneurship."

"Clients don’t want accountants. They want problem-solvers."

"Stop managing what is. Start imagining what could be."

"The future of accounting won’t be found in last year’s playbook."

"Entrepreneurial thinking is not a department. It’s a culture."

The Accounting Influencers Podcast (AIP) is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.

You can find this on youtube here:

https://youtu.be/7ZrBD_UmLoA

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

Even if your accounting firm’s brand is forgettable, your personal brand doesn’t have to be.

Most accounting firms have forgettable brands. Weak taglines, boring websites and zero personality. But the real problem? Most professionals inside these firms are invisible too. In this episode, Rob Brown shares how partners, managers and leaders can build their own standout brands, even inside bland firms. This is a practical masterclass in personal visibility, positioning and thought leadership. If you're ready to stop hiding behind your job title and start being seen, this one’s for you.

Key Takeaways:

  • 93.5% of firms still use founder names. You can’t rely on the name to speak for you.
  • Your personal brand matters more than your firm’s when it comes to trust and influence.
  • Only 39% of top firms have a YouTube presence - a huge opportunity for individual video content.
  • Your tagline should describe your impact, not your job title.
  • LinkedIn is your personal website somake it sharp, human and clear.
  • Visibility is not ego. It’s how opportunity finds you.
  • Five things you can do this week to start building a memorable personal brand.

Killer Quotes:

“You don’t need your firm’s permission to be visible.”

“Your job title is not your personal brand.”

“People buy from people. Not logos.”

“If you’re not shaping your brand, someone else is.”

“Clients follow trust. Trust follows visibility.”

“Boring brands don’t get remembered.”

“Your firm might blend in. You don’t have to.”

You can find this on youtube here:

https://youtu.be/Z0AJaV38S88

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

In this episode, Rob Brown reveals what’s really going on with DEI in accounting firms. While some headlines suggest diversity efforts are being scrapped, the truth is more subtle. Across the UK, US and beyond, firms are not abandoning DEI. They are rebranding it. Quietly. Strategically. This is the new phase of inclusion work. Less noise, more integration. The focus has shifted from visibility to viability. From slogans to systems. From identity to opportunity. If you lead people, manage teams or shape firm culture, you need to understand where DEI is going next.

Key Takeaways:

➜ DEI is being reframed inside firms, not removed

➜ Political and legal risks are changing how firms communicate inclusion

➜ Smart firms are embedding DEI into talent, leadership and operations

➜ Talent still expects progress on fairness, access and culture

➜ PE firms are watching DEI through the lens of risk and return

➜ Rebranding DEI without substance creates confusion and mistrust

➜ Silence on inclusion sends the wrong message to staff and clients

You can find this on youtube here:

https://youtu.be/isvDG8dv4sA

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

In this episode of the Accounting Influencers Podcast, Rob Brown explores whether accounting is still a smart career choice. He speaks to professionals at every stage from new starters to seasoned partners and firm owners. The conversation tackles the realities of burnout, the rise of AI and automation, and the growing demand for leadership and strategic thinking in the profession. Rob also shares how accounting opens doors to other careers and why your qualification is never wasted even if you choose to pivot.

Key Takeaways:

  • Why accounting is still one of the most stable and valuable careers
  • How to navigate the impact of AI and automation on accounting jobs
  • What mental health and burnout are telling us about the culture of the profession
  • Practical advice for every stage of your career from entry level to firm owner
  • The importance of building commercial awareness and a strong personal brand
  • Why succession planning and leadership matter more as you progress
  • How feedback and networking accelerate your professional growth
  • Why accounting qualifications are highly transferable and respected
  • What it takes to reignite your passion and stay engaged in your career
  • How to future proof your role through continuous learning and adaptation

You can find this on youtube here:

https://youtu.be/I6KjyZsfOzQ?si=L1HePJerzcGrB_nU

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

Private equity is flooding into the accounting profession, transforming firm structures, governance models and leadership dynamics.In this episode of the Accounting Influencers Podcast, host Rob Brown breaks down the seismic impact of PE investment and what it means for accounting leaders, partners and rising stars.

Key Takeaways

  • Over $2 billion of PE has poured into US accounting in
  • three years
  • Traditional partner models are being replaced by corporate governance
  • PE firms demand efficiency, speed and profitability at scale
  • Audit independence is under regulatory threat with PE ownership
  • PE backed firms attract top talent with better pay and faster progression
  • Cultural clashes are inevitable in the shift to PE style management
  • By 2030, most top 100 firms could have external investment

You can find this on youtube here:

https://www.youtube.com/watch?v=aMLvDyi465c

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

In this episode of the Accounting Influencers Podcast, Rob Brown exposes the biggest weakness in most accounting firm leaders - the inability to let go. He explores the five levels of leadership influence and explains why context, not content, is what truly drives performance, accountability and culture inside firms.

If you’re stuck in reviews, decisions, and approvals, this episode is a wake-up call. Rob gives practical scripts and real-world examples to help partners, managers and future leaders delegate more effectively, empower others and lead with clarity.

Key Takeaways:

  • The five levels of leadership influence inside accounting firms
  • Why micromanagement kills scalability, culture and sanity
  • What to say when delegating outcomes, not just tasks
  • The difference between content and context in firm leadership
  • How to coach with questions instead of giving fixes
  • How to create “mile marker” visions your team can follow
  • Why letting go is a sign of strength, not weakness

Check out Mark Fritz here: https://www.markfritzonline.com

You can find this on youtube here: https://youtu.be/1pnI9QFzsbU

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

In this episode of the Accounting Influencers Podcast, Rob Brown breaks down the different types of accounting podcasts and why they matter. From industry news and exam prep to tech trends and personal stories, podcasts now serve every level of the profession. Rob explains how to choose the right shows for your stage of career and how smart listening can sharpen your thinking and raise your influence. Whether you are a student, manager or firm partner, the podcasts you follow shape how you show up as a professional.

Key Takeaways:

  • The main types of accounting podcasts and who they serve
  • Why different shows suit different levels and roles in the profession
  • How to use podcast content to build your authority and presence
  • The mistake most professionals make when choosing what to listen to
  • What makes the Accounting Influencers Podcast different from other shows
  • Why podcasting is a leadership tool for smart professionals.

You can find this on youtube here: https://youtu.be/BQf-np6LSaw

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

In this solo episode Rob Brown explores the major podcast trends shaping 2025 and why they matter for busy accounting professionals. With more shows, noise and content than ever, the winners are not just the loudest, they are the smartest. Rob breaks down what to listen for, why AIP leads the pack and how the right podcast can build your credibility and strategic value inside and outside your firm. This is your roadmap to smarter listening, sharper insight and more influence.

Key Takeaways

  • Podcasts are more powerful than ever for building leadership and visibility
  • The most successful shows in 2025 are short, sharp and community-driven
  • Leaders are choosing podcasts with more intention and strategy
  • Video is now critical for discoverability and impact
  • Accounting professionals crave practical advice and relevant stories
  • Listening habits are shifting toward shorter content and background consumption
  • AIP positions itself as a top-tier show for strategic accounting professionals

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/r8S_aR7BnK4

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Grads aren’t ready for the world of work. Schools aren’t helping. And accounting firms are paying the price. In this episode, Rob Brown breaks down the skills crisis facing employers, especially accounting firms. Why are so many graduates, interns and junior hires entering the workforce unprepared? What’s going wrong in the education system? And what can firm leaders do about it?

Rob explores the mismatch between academic learning and real-world performance, and lays out concrete strategies for firms to build better talent pipelines from the inside out.

Whether you're hiring your next intern or building your future partner team, this episode will make you rethink your assumptions and give you tools to build real talent.

Key Takeaways:

-Only 11% of leaders think grads are ready for work

-Soft skills matter more than technical knowledge at junior levels

-Schools prioritise exams, not workplace performance

-Career guidance in schools is outdated and ineffective

-Firms must stop assuming education will develop soft skills

-Better onboarding, mentoring, and training is critical

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/eJAKKRbWVgs

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The Accounting Influencers Podcast, hosted by Rob Brown, serves accounting professionals looking to strengthen their leadership presence, stay informed on disruptive forces in accounting and build credibility within their firms. Geared toward firm leaders, managers, partners and influencers, the show covers key topics like career development, influence, personal branding and interpreting the evolving trends impacting the accounting world.

Rob brings his expertise to each episode, offering insights and guidance on how to grow your personal brand and stay strategically important in a rapidly changing profession. Whether you're aiming to influence within your firm or expand your reputation outside of it, this international podcast offers practical advice and forward-thinking insights that will keep you informed and prepared for the future.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

Gen Z has entered the accounting profession — and they’re calling time on toxic leadership. In this episode, Rob Brown outlines the five most damaging behaviours driving young talent away from firms. From micromanagement to presenteeism, he explains why these outdated habits are no longer tolerated, and what leaders must do to retain the future of the profession.

Key Takeaways:

-Toxic behaviours are a firm’s biggest risk

-Gen Z won’t wait around for change — they’ll leave

-Culture must prioritise trust, feedback and transparency

-Partners need leadership training, not just technical skills

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/l7cA-RB5rMw

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The Accounting Influencers Podcast, hosted by Rob Brown, serves accounting professionals looking to strengthen their leadership presence, stay informed on disruptive forces in accounting and build credibility within their firms. Geared toward firm leaders, managers, partners and influencers, the show covers key topics like career development, influence, personal branding and interpreting the evolving trends impacting the accounting world.

Rob brings his expertise to each episode, offering insights and guidance on how to grow your personal brand and stay strategically important in a rapidly changing profession. Whether you're aiming to influence within your firm or expand your reputation outside of it, this international podcast offers practical advice and forward-thinking insights that will keep you informed and prepared for the future.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

In this episode, Rob Brown discusses the impact of AI on the accounting profession, emphasizing the necessity for accounting professionals to embrace AI literacy and adapt to the evolving landscape. He highlights the importance of focusing on the human aspects of accounting that AI cannot replicate, such as emotional intelligence and complex problem-solving. The conversation also covers actionable strategies for accountants to remain relevant and valuable in a world increasingly influenced by AI.

Key Takeaways:

-AI literacy is now crucial for accounting professionals.

-Automation is taking over routine accounting tasks rapidly.

-Messy, unpredictable tasks in accounting are less at risk from AI.

-Accountants need to evolve into strategic advisors.

-Significant layoffs and restructuring in accounting are driven by AI and private equity.

-Collaboration and complexity in work protect jobs from automation.

-Leaders must embed AI deeply into strategic decision-making.

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/TfXTdKG4yDY

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The Accounting Influencers Podcast, hosted by Rob Brown, serves accounting professionals looking to strengthen their leadership presence, stay informed on disruptive forces in accounting and build credibility within their firms. Geared toward firm leaders, managers, partners and influencers, the show covers key topics like career development, influence, personal branding and interpreting the evolving trends impacting the accounting world.

Rob brings his expertise to each episode, offering insights and guidance on how to grow your personal brand and stay strategically important in a rapidly changing profession. Whether you're aiming to influence within your firm or expand your reputation outside of it, this international podcast offers practical advice and forward-thinking insights that will keep you informed and prepared for the future.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

In this episode of the Accounting Influencer podcast, Rob Brown discusses the dual nature of artificial intelligence in accounting, emphasizing its potential to enhance content creation and personal branding while cautioning against losing authenticity. He advocates for leveraging AI as a tool to amplify one's voice and ideas rather than allowing it to replace them. The conversation highlights the importance of being visible and vocal in the accounting profession, using content to build authority and trust, and the need for professionals to maintain their unique perspectives in a landscape increasingly influenced by AI.

Takeaways

-Artificial intelligence is both a threat and an opportunity for accounting.

-Being an ambassador for your brand is crucial in leadership roles.

-Content creation is essential for visibility and authority.

-AI can simplify content creation but lacks authenticity.

-Authenticity is key to building trust and influence.

-Content should reflect personal experiences and insights.

-AI can help generate ideas but should not replace personal voice.

-Professionals must differentiate themselves in a crowded market.

-Playing it safe with content can lead to loss of visibility.

-Building a personal brand requires sharing unique stories and insights.

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/6veQxQVp4TU

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The Accounting Influencers Podcast, hosted by Rob Brown, serves accounting professionals looking to strengthen their leadership presence, stay informed on disruptive forces in accounting and build credibility within their firms. Geared toward firm leaders, managers, partners and influencers, the show covers key topics like career development, influence, personal branding and interpreting the evolving trends impacting the accounting world.

Rob brings his expertise to each episode, offering insights and guidance on how to grow your personal brand and stay strategically important in a rapidly changing profession. Whether you're aiming to influence within your firm or expand your reputation outside of it, this international podcast offers practical advice and forward-thinking insights that will keep you informed and prepared for the future.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

In this episode, Rob Brown discusses the complexities of job switching in the accounting profession, exploring the motivations behind leaving a job and the factors that contribute to job satisfaction. He highlights the importance of evaluating both red flags that may indicate it's time to move and green flags that suggest staying put. The concept of a 'forever firm' is introduced, emphasizing the significance of a supportive workplace culture and career growth opportunities. Ultimately, listeners are encouraged to reflect on their career priorities and make informed decisions about their professional paths.

Takeaways:

-Job switching can lead to better lifestyle and career growth.

-Financial incentives for job switching have decreased recently.

-Quality of life is becoming more important than salary.

-Red flags for leaving include lack of growth and toxic environments.

-Green flags for staying include a positive culture and investment in growth.

-Flexibility in the workplace is now a critical expectation.

-A 'forever firm' offers a supportive and growth-oriented environment.

-Evaluate your motivations for wanting to switch jobs.

-Temporary discomfort shouldn't drive your decision to leave.

-Long-term fulfillment often outweighs short-term financial gains.

The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

In this episode of the Accounting Influencers Podcast, host Rob Brown speaks with Gale Crosley, one of the world's foremost strategic growth advisors to accounting firms. Together they explore why many CPA firms struggle with sustainable growth, the rise of private equity in the profession, and how firms can position themselves for long-term success.

Key Takeaways

-Strategic growth means sustainable, profitable, and efficient growth—not luck or market dependency.

-Many accounting firms rely on opportunistic growth instead of a strategic plan.

-Private equity is accelerating the adoption of C-suite roles in accounting firms.

-Firms without a clear growth framework risk irrelevance or acquisition.

-Chief Growth Officers (CGOs) are becoming vital for future-proofing firms.

-Leadership alignment around growth strategies is crucial.

-Entrepreneurial and intrapreneurial mindsets are game changers for CPA firms.

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/VEsZugQ69cE

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The Accounting Influencers Podcast is serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

In this episode of the Accounting Influencers podcast, Rob Brown engages with industry experts Will Yap, Denise M. Meyer, and Robert Prusa to explore the significance of events in the accounting profession. They discuss the value of attending events, the importance of building relationships, and what makes a good event. The conversation also delves into how accountants choose which events to attend, the ROI considerations, and the evolving trends in event planning. The episode culminates in insights about the upcoming Right Now 2025 event, emphasizing community and professional growth.

Key Takeaways:

-Attending events is crucial for professional development.

-Networking is a key reason for attending events.

-A thriving community enhances the event experience.

-Location plays a significant role in event selection.

-ROI is measured by the value gained from the event.

-Personalization in events is becoming increasingly important.

-Engagement opportunities are essential for attendees.

-The Right Now 2025 event focuses on community and collaboration.

-Transitioning back to work after events is critical for implementing learnings.

-CPE should be viewed as a bonus, not the main goal.

-You can register for the right now event here:

https://events.rightworks.com/WdoGRL?utm_source=robbrown&utm_campaign=rightnow2025&utm_medium=podcast&utm_content=willrobertdenise

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/vm6TIuAMl8w

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

View Details

In this conversation, Rob Brown and Eric Gregg discuss the importance of understanding client needs in the accounting industry, emphasizing the significance of specialization, effective online presence, and the role of technology in enhancing client relationships. They explore the concept of the 'Day One Accounting Firm,' which highlights how firms can position themselves to be top of mind for potential clients. The discussion also covers pricing strategies, the importance of onboarding, and how firms can differentiate themselves through client experience and thought leadership.

Key Takeaways:

-Accountants often lack insight into what clients truly want.

-Specialization is key to being on a client's day one list.

-A strong online presence is crucial for attracting clients.

-Differentiation in client experience is essential for success.

-Value perception can significantly impact client relationships.

-Effective communication can enhance client satisfaction and referability.

-Cultural differences can influence client expectations and perceptions.

-Technology, including AI, plays a vital role in client interactions.

-Thought leadership can build trust and authority in the market.

-Onboarding processes are critical for establishing strong client relationships.

Watch the show with graphics and slides on youtube here:

https://youtu.be/7wBDDOtPCng

The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Are corporate layoffs and strict return-to-office mandates causing a talent crisis in accounting? Host Rob Brown explores how major changes at large firms like PwC, Deloitte, and KPMG are reshaping the landscape and what smaller accounting firms can do to capitalize on these shifts. Discover why leaders at all levels must rethink their strategies to attract and retain top talent.

Key Takeaways:

-Transparency during layoffs builds trust.

-Strict RTO mandates can negatively impact morale.

-Smaller firms can attract talent leaving large firms.

-Flexibility remains crucial for employee retention.

-Clear, empathetic leadership boosts engagement.

-Proactively managing your employer brand is vital.

-Collaborative policy-making enhances team buy-in.

The Accounting Influencers Podcast (AIP) is aimed at accounting firm leaders, managers, and partners looking to build their executive presence, influence, and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format. To find out more, contact host Rob Brown on LinkedIn https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Why Are Accounting Firms Quietly Dropping DEI?Accounting firms are making drastic changes to their DEI programs, and not in the way you might think. KPMG has officially ended its "Accelerate 2025" program, following similar moves from Deloitte and others. Meanwhile, governing bodies like AICPA, CIMA, and ACCA are doubling down on DEI’s importance. So, what’s really happening? In this episode, Rob Brown breaks down:

Key Takeaways:✅ Why KPMG, Deloitte, and others are scaling back DEI

✅ The legal and political forces driving this shift

✅ How these changes impact recruitment and retention

✅ What firms risk by pulling back on DEI initiatives

✅ The burnout crisis hitting DEI professionals in firms

✅ What governing bodies like AICPA & ACCA say about DEI

✅ How accounting leaders should navigate this challenge

Killer Quotes:💬 "Accounting firms are ditching DEI – is it a smart move or a disaster?"

💬 "Less than half of firms are even tracking DEI progress."

💬 "DEI officers burn out fast—most last just 3 years!"

💬 "The next generation of accountants cares about DEI—ignore it at your own risk."

💬 "If firms aren’t diverse, how will they attract diverse clients and talent?"

💬 "The legal landscape is shifting—but is pulling back the answer?"

💬 "Talent is already scarce. Does ignoring DEI make firms even less attractive?"

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/ZMdh01NB_C0

The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

In this episode of the Accounting Influencer podcast, Rob Brown discusses KPMG's groundbreaking move to become the first major accounting firm in the US to own a law firm, following new laws in Arizona that allow non-lawyers to own law firms. This shift is driven by client demand for integrated services, advancements in technology, and the lucrative nature of legal services. Brown emphasizes the implications for accounting professionals, including the need for multidisciplinary skills, tech literacy, and ethical considerations. He encourages listeners to stay informed, expand their expertise, and build their influence to remain relevant in a rapidly changing landscape.

Takeaways

  • KPMG is pioneering a significant shift in the accounting profession by owning a law firm.
  • The relaxation of laws in Arizona is a game changer for legal services.
  • Client demand for integrated solutions is a major driver of this change.
  • Technology and process expertise are essential for modern accounting firms.
  • Legal services are lucrative, presenting a growth opportunity for accounting firms.
  • Multidisciplinary teams are becoming the norm in professional services.
  • Tech skills are crucial for accountants to stay competitive.
  • Ethical scrutiny will increase with the blending of accounting and legal services.
  • Staying informed about industry trends is vital for accounting professionals.
  • Building influence and expanding expertise will help accountants navigate future changes.

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/vdufliwlx2o

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

In this episode of the Accounting Influencers podcast, Rob Brown discusses the significant shift in diversity, equity, and inclusion (DEI) initiatives at Deloitte, where the US branch has decided to shut down its DEI program while the UK branch continues its commitment. This split reflects a broader trend among major corporations retreating from DEI commitments, influenced by political changes and government contracts.

Brown emphasizes the implications for talent acquisition and retention in the accounting profession, which has historically struggled with diversity. He outlines three potential approaches for firms moving forward and provides actionable insights for accounting leaders to navigate this evolving landscape.

Takeaways:

-Deloitte has announced the shutdown of its DEI program.

-The split between Deloitte US and UK highlights a significant corporate divide.

-Political influences are driving major companies to retreat from DEI commitments.

-Accounting firms face a recruitment crisis, exacerbated by a lack of diversity.

-Meritocracy and diversity can coexist, but it's a complex balance.

-Firms must assess their talent pipeline and recruitment strategies.

-Global implications of DEI stances must be considered by international firms.

-Client expectations regarding DEI can impact revenue.

  • Clear communication strategies are essential for any policy changes.
  • The DEI debate is evolving and will shape the future of accounting.

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/6uO6LdI1Ltk

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

By 2025, Gen Z will make up 1 in 10 managers, bringing fresh perspectives, bold expectations, and digital fluency to the workplace. But for accounting firms, this generational shift presents both challenges and opportunities. In this episode of the Accounting Influencers Podcast, Rob Brown dives into the heart of the Gen Z revolution in accounting. Are they lazy, entitled, and impossible to manage? Or are they the key to solving the profession’s talent and innovation crises?

From their demand for clarity and purpose to their insistence on fairness and flexibility, this episode unpacks what Gen Z really wants—and what firms need to do to thrive in a multi-generational workforce. Whether you’re a Baby Boomer, Gen Xer, Millennial, or Gen Z, this episode has insights, strategies, and actionable takeaways for everyone.

What You’ll Learn in This Episode

👉 Why Gen Z’s digital fluency is a game-changer for accounting firms.

👉 How to bridge the social and communication gap between Gen Z and older generations.

👉 The non-negotiables Gen Z expects: clarity, fairness, flexibility, and purpose.

👉 Leadership tips for Gen X and Boomers to connect with younger employees.

👉 Success strategies for Gen Z to thrive as they step into leadership roles.

Takeaways for Leaders (Gen X & Boomers):

✅ Provide crystal-clear expectations and actionable feedback.

✅ Create mentorship opportunities to bridge generational divides.

✅ Embrace hybrid work models and progressive benefits.

✅ Align work tasks with a clear, meaningful purpose.

Memorable Quotes

💬 “Gen Z isn’t lazy—they’re wired differently. The question is, are we ready to meet them where they are?”

💬 “Flexibility isn’t a perk for Gen Z—it’s a baseline. Firms that don’t adapt will lose top talent.”

💬 “This isn’t just about bridging gaps; it’s about thriving together in a multi-generational workplace.”

Join the Conversation

What’s your take on Gen Z in the workplace? Are they shaking things up for the better—or creating new challenges? Share your thoughts with Rob on LinkedIn or comment below the episode.

Call to Action

If you enjoyed this episode, don’t forget to subscribe, rate, and review the Accounting Influencers Podcast! Stay tuned for more expert insights on the trends shaping the accounting profession.

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/1V53M9TF63Y

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Return-to-office mandates are making waves in the accounting profession. Some firms are tightening policies, while others embrace hybrid work. What’s the real reason behind these decisions? Are RTO mandates about productivity, or are firms using them for hidden cost-cutting measures? Rob Brown breaks it all down in this episode of the Accounting Influencers Podcast.

Key Takeaways:

  • RTO mandates are often about cost-cutting, not collaboration.

  • Hybrid work models attract and retain top talent.

  • Firms with strict RTO policies risk losing their best employees.

  • Leadership needs to focus on results, not presence.

  • Junior staff benefit from mentorship, but forced RTO isn’t the answer.

  • The best firms balance flexibility with structured in-office collaboration.

  • Talent wars are shifting—progressive firms will win.

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/2ppYuKYDJDo

Want to get your brand in front of the right audience? Sponsor the Accounting Influencers Podcast and connect with tech-savvy accountants from across the globe. Our listeners tune in for insights and trends, making them the perfect audience for your message. Drop us a line today to find out how you can partner with us!

Are you an accounting professional looking to build your personal brand but struggling to find the time? Let Rob Brown help you accelerate your thought leadership with his bespoke interview service. In just 30 minutes, we’ll capture your insights and turn them into articles, blogs, and video clips for your marketing team to use. It’s the easiest way to establish yourself as a thought leader without doing all the heavy lifting! Contact us to learn more.

The Accounting Influencers Podcast (AIP) is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel.

◣━━━━━━━━━━━━━━━━━━━━◢

The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

In this episode,, Rob Brown and Gary Shamis delve into the impact of private equity on the accounting industry, exploring its rise, implications for mergers and acquisitions, and the challenges faced by smaller firms. They discuss the role of leadership in navigating disruption and highlight the opportunities available in the current accounting landscape, particularly for middle-market firms.

Key Takeaways

  • Private equity is reshaping the accounting industry globally.
  • M&A and private equity offer different challenges and opportunities.
  • Leadership and strategy are critical in navigating PE disruption.
  • Middle-market firms present untapped opportunities for CPA practices.
  • Firms must understand PE motivations: profitability and exit strategies.
  • Small firms can leverage their unique value to compete effectively.
  • Succession planning and partner alignment remain vital.

Killer Quotes

  • "Private equity is a force that can’t be ignored."
  • "Middle-market opportunities are better than ever."
  • "Leadership is the backbone of firm resilience."
  • "Succession planning ensures your firm’s future."
  • "M&A strategies differ greatly from PE approaches."
  • "Small firms can thrive with the right strategy."
  • "Private equity's goal is simple: maximize profits."

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/yc_a-jhG04s

The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

In this episode, Rob Brown invites Gary Shamis to discuss the challenges and strategies for accounting firms to maintain independence in a landscape dominated by mergers, acquisitions and private equity. Learn the importance of partner alignment, succession planning, leadership and a recalibrated partner buyout process as essential elements for firms to thrive independently. Plus winning strategies such as building advisory practices, fostering a strong culture and executing effective change management to navigate the evolving accounting industry.

Takeaways:

  • Why it's impossible for an accounting firm to stay independent.
  • Partner alignment is crucial for maintaining independence.
  • Opportunistic greed can tempt firms to sell out.
  • Firms need a succession plan to ensure continuity.
  • Leadership development is essential for future success.
  • Culture must be intentionally cultivated in firms.
  • Firms should focus on creating value in client relationships.
  • Growth is necessary to attract top talent.
  • Change management is vital in a rapidly evolving industry.
  • Firms need to think independently about their future.

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/bD94-lOpiXQ

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Rob Brown interviews John Wichmann and John Fenton on the evolving landscape of hybrid work in the accounting industry. They explore the importance of intentionality, accountability, and the overall employee experience in creating a successful hybrid work environment. The discussion highlights the challenges firms face in adapting to new work models, the necessity of structured opportunities for collaboration, and the need for flexibility in workplace culture. They also touch on the lessons that can be learned from other industries and make predictions about the future of hybrid work in accounting.

Key Takeaways

  • Hybrid work doesn't have to be a broken model.
  • Flexibility is crucial for attracting and retaining talent.
  • The apprenticeship model is vital for professional growth.
  • Communication challenges arise in hybrid work settings.
  • Intentionality in hybrid work can enhance productivity.
  • Employee engagement is key to a successful hybrid model.
  • Diversity in the workplace benefits from hybrid work options.
  • Economic factors influence the viability of hybrid work.
  • Understanding employee preferences is essential for management.
  • The future of work requires a balance between remote and in-office presence. It's not about the amount of time spent in the office.
  • The office experience must justify the commute.
  • Intentionality is key to successful hybrid work.
  • Accountability fosters trust within teams.
  • Trust issues can arise during downturns.
  • Flexibility must be part of the firm's culture.
  • Firms need to differentiate themselves in the talent market.
  • Employee engagement is critical for retention.
  • Learning from other industries can provide valuable insights.
  • Intentionality will define the future of hybrid work.

Sound Bites

  • "We want people to be at the water cooler."
  • "Hybrid work adds a huge amount of value."
  • "It's not about the amount of time."
  • "How often has it been worth the commute?"
  • "You want to have opportunities structured."
  • "Accountability is critical."
  • "Trust issues bubble up in down times."
  • "You need to set your firm apart."
  • "Intentionality is the future."

You can watch this whole episode on youtube with graphics and images here:

https://youtu.be/fBBvlpRE75o

John Fenton is the founder of John J. Fenton Executive Coaching, where he empowers CPA firm leaders to achieve greater clarity and freedom. Previously a managing partner with BDO USA, John brings a wealth of experience to his coaching practice. He is the author of the best-selling book 5 Minute Mastery™ and an award-winning speaker on executive leadership excellence. A Certified Success Principles Trainer, John is also a current Vistage speaker and formerly served as a Vistage Coach. A double graduate of the University of Miami, John earned both his MBA and BBA degrees while showcasing his leadership skills as a member of the Miami Hurricanes Football team. Personally, he holds a black belt in the martial art of tai chi and has a profound perspective on success, shaped by his experience surviving a heart attack. https://www.linkedin.com/in/johnjfentonceocoach

John Wichmann is the Founder and CEO of Gather Sciences and the creator of Balanced Hybrid®, a platform that helps organizations develop sustainable hybrid work models. With expertise in data analytics, consulting, and executive leadership, John focuses on solutions that enhance productivity and employee development in the accounting profession.

Previously, John co-founded Maptician, a workplace management software company featured in Inc. Magazine for its innovative hybrid work solutions during the COVID-19 pandemic. A frequent speaker on hybrid work strategies, John advocates for approaches that drive growth, employee well-being, and environmental benefits. Based in Atlanta, he actively supports the tech community and leads the Technology Executives Roundtable as President of the Board. https://www.linkedin.com/in/johnwichmann

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

In today's show, Rob Brown interviews Steve Cox to explore the current state of the accounting profession, highlighting both the challenges and opportunities it faces. Key themes include the impact of technology, staffing shortages, and changing client expectations. The discussion emphasizes the need for accountants to adapt to these changes, particularly in terms of technology adoption and mindset shifts. The speakers provide insights into how firms can navigate these challenges and leverage technology for growth and efficiency.

Key takeaways

  • The accounting profession is at a crossroads with both opportunities and challenges.
  • Client expectations have significantly increased post-COVID, demanding faster responses and more technology support.
  • 42% of accounting firms are turning away work due to staffing shortages.
  • There is a growing demand for accountants as trusted business advisors.
  • Technology is reshaping compliance and service delivery in accounting.
  • A mindset shift is necessary for accountants to embrace technology effectively.
  • Firms need to balance technology adoption with the right mindset for success.
  • The future of accounting will heavily rely on digital transformation and technology integration.
  • Accountants must focus on building a sustainable talent pipeline to address shortages.
  • Strategic use of technology can drive growth, productivity, and enhance exit strategies for firms.

Watch the show with graphics and slides on youtube here: https://youtu.be/B33jPdNqOEY

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Is technology the saviour or the grim reaper of accounting?

In this episode of the Accounting Influencers podcast, Rob Brown and Steve Cox delve into the transformative role of technology in the accounting profession. They discuss the historical evolution of accounting technology, the current state of AI, and its implications for the future. Steve shares insights from Gartner's technology trends report, highlighting the rapid adoption of AI and the importance of accountants evolving with these changes. The conversation emphasizes the need for accounting professionals to embrace technology to remain relevant and competitive in a rapidly changing landscape.

Curious about how accountants can harness AI to boost efficiency?

Takeaways

  • Technology is a backup and driver of change for accounting firms.
  • Excel was a major disruptor in accounting technology.
  • Many firms are still reliant on outdated spreadsheet technology.
  • Digital transformation is essential for accounting firms to thrive.
  • AI is not replacing accountants, but those who don't use it will be left behind.
  • Accountants have access to vast amounts of data, making them well-positioned for AI adoption.
  • The hype around AI is beginning to settle as firms find their niche uses.
  • AI can enhance communication and task automation in accounting practices.
  • The accounting profession is ahead of many other industries in AI adoption.
  • Future success in accounting will depend on embracing technology and innovation.

Chapters

00:00 The Role of Technology in Accounting

07:09 The Evolution of AI in Accounting

12:54 The Hype Cycle of AI

22:24 Future Predictions for Accounting and AI

View the video version with all visuals on Youtube; https://youtu.be/DaaqrXoIabU

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

In this episode of the Accounting Influencers podcast, Rob Brown discusses the alarming statistic that 65% of current accounting firm partners will be considered digitally obsolete within three years. He emphasizes the transformative impact of private equity on the accounting industry, highlighting the need for leaders to adapt to rapid changes in technology and client service models.

The conversation explores the emergence of transformation leaders who bridge traditional accounting practices with digital innovation, the importance of reimagining technology and talent deployment, and the necessity of measuring success through new metrics. Brown outlines essential skills for future leaders and provides actionable steps for personal transformation to remain relevant in the evolving landscape of accounting.

Key Takeaways

• PE investors see 65% of current partners as digitally obsolete

• PE-backed firms invest 5x more in technology per professional

• Technology leadership is replacing technical excellence as a key skill

• New hybrid teams combine accounting and digital expertise

• Success metrics are shifting from billable hours to digital adoption

• Innovation leadership is becoming a core requirement

• Traditional partners are being rapidly replaced by digital leaders

Killer Quotes

• "65% of partners will be considered digitally obsolete within three years"

• "PE isn't planning to retrain partners - they're planning to replace them"

• "I realized I was becoming a dinosaur in real time"

• "Traditional excellence won't protect you from digital extinction"

• "The digital divide isn't coming - it's already here"

• "Transform or become extinct - there is no middle ground"

• "Yesterday's technical expert is tomorrow's obsolete partner"

Watch on Youtube here: https://youtu.be/UI_7IMuSG5s

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

In this episode, Rob Brown discusses the transformative impact of private equity on the accounting profession, particularly in terms of talent acquisition and retention. He highlights how private equity-backed firms are reshaping the traditional accounting model by offering new roles, competitive compensation structures, and accelerated career paths. Brown emphasizes the need for accounting leaders to adapt their strategies to attract and retain top talent in a rapidly changing landscape.

Big takeaways

  1. 70% of top performers at traditional firms would leave for private equity-backed firms.
  2. Private equity is a major disruptor in the accounting profession.
  3. The traditional model of recruiting and promoting talent is becoming obsolete.
  4. Private equity firms are reporting 40% lower turnover rates than traditional firms.
  5. New roles and career paths are emerging in private equity-backed firms.
  6. Today's professionals seek opportunities to create impact and lead projects.
  7. Compensation structures are being redesigned to include equity participation.
  8. Investing in non-technical skills is crucial for talent development.
  9. Career ecosystems are being built to support talent growth and retention.
  10. Accounting leaders must proactively adapt to the changing talent landscape.

Watch on Youtube here: https://youtu.be/4CYlP1bmPCk

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

In this episode, Rob Brown discusses the significant changes in the accounting profession driven by private equity investments. He highlights the urgent need for accounting leaders to adapt to new leadership dynamics, emphasizing the importance of transformational skills, agility, and a growth mindset. The conversation outlines actionable steps for leaders to remain relevant and influential in a rapidly evolving landscape.

Takeaways

  • Half of accounting leaders may become irrelevant in 36 months.
  • Private equity is reshaping leadership in accounting firms.
  • Traditional paths to power in accounting are disappearing.
  • PE-backed firms promote leaders much faster than traditional firms.
  • Adaptive leaders are prioritized over seniority in PE firms.
  • New leadership roles are emerging in accounting firms.
  • Leaders must balance innovation with client trust.
  • Decision-making is shifting from consensus to data-driven.
  • The timeline for impact in accounting is shortening.
  • Leaders need to strengthen their people management skills.

Watch on Youtube here: https://youtu.be/bQYM-0H9y4I

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Every December, Accounting Today magazine selects 100 influential leaders in accounting. In this episode of the Accounting Influencer podcast, Rob Brown discusses the significance of influence in the accounting profession, highlighting how many leaders have built their authority from humble beginnings.

He outlines eight distinct paths to building influence, emphasizing that individuals can choose the path that aligns with their strengths. The conversation concludes with actionable steps for listeners to start building their influence intentionally, ensuring they remain relevant and strategically important in their careers.

Takeaways

  • Many influential leaders started from humble beginnings without elite advantages.
  • Building influence is about curating authority and career capital, not just being on lists.
  • The traditional path of technical expertise is waning in favor of new methods of influence.
  • There are eight distinct paths to building influence in accounting.
  • Successful leaders often align their influence strategies with their natural strengths.
  • Small actions can lead to significant influence over time.
  • Mentoring and developing others is a powerful way to build influence.
  • Networking and community building are essential for fostering influence.
  • Patience and persistence are key in the long-term game of building influence.

Watch this episode on YouTube here: https://youtu.be/4CX81Vma4h0

The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

In this episode of The Accounting Influencers Podcast, host Rob Brown dives into the world of private equity and its growing impact on accounting firms. With firms like Baker Tilly and Grant Thornton selling stakes to private equity, Rob explores what this means for firm growth, independence, and leadership. Should accounting firms embrace private equity or avoid it at all costs? Listen in for a deep dive into the opportunities and risks that private equity brings to the accounting profession.

Key Takeaways

  • Private equity is increasingly targeting accounting firms, offering capital and growth opportunities.
  • Firms like Baker Tilly and Grant Thornton have already sold stakes to private equity.
  • Private equity helps firms attract top talent, invest in technology, and compete in mergers.
  • The downside: more debt, outside control, and potential conflicts of interest with clients.
  • Private equity-backed firms may face challenges in maintaining long-term client trust.
  • SEC concerns about auditor independence could reshape how private equity is viewed in accounting.
  • Leaders must decide whether private equity is a growth enabler or a risk to firm independence.

Killer Quotes

  • "Would you sell half of your accounting firm to private equity for a billion dollars?"
  • "Private equity could be the biggest opportunity—or the greatest threat—to your firm’s independence."
  • "Accounting firms are at a crossroads: stay independent or accept private equity investment."
  • "Private equity is reshaping accounting firms, but at what cost?"
  • "The talent war is fierce, and private equity is the weapon many firms are choosing."
  • "Could private equity undermine the long-term trust clients place in their accounting firms?"
  • "The question isn’t whether private equity is coming—it’s already here."

Looking to promote your tech or software solutions to accountants worldwide? By sponsoring the Accounting Influencers Podcast, you can reach an engaged, international audience of accounting professionals. With our growing YouTube channel, your sponsorship will live on multiple platforms, maximizing your brand’s exposure. Contact us to learn more about this fantastic opportunity!

If you’re an influencer in the accounting world and want to elevate your reputation, we’ve got just the thing. Rob Brown offers a personalized service that takes the burden of content creation off your shoulders. We do video interviews and turn them into compelling blogs, articles, and social media clips, positioning you as an expert in your field. Reach out to see how we can help you stand out!

As accountants, your technical skills are only half the story. To truly gain influence, you need to connect with the wider ecosystem that surrounds accounting firms—technology providers, consultants, and other industry experts. That’s where the Accounting Influencers Roundtable (AIR) can help. Head over to our LinkedIn page ‘Accounting Influencers’ to discover a space where accounting professionals can expand their network, get valuable insights, and connect with key players in the tech world. Check it out and start building those critical connections today!

The Accounting Influencers Podcast (AIP) is aimed at accounting firm leaders, managers, and partners looking to build their executive presence, influence, and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format. To find out more, contact host Rob Brown on LinkedIn https://www.linkedin.com/in/therobbrown

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

In this episode of the Accounting Influencers Podcast, Rob Brown dives into the Key Facts and Trends in the Accountancy Profession 2024 report, revealing how accounting firms are being impacted by the rapid pace of technological change and disruption.

From the shrinking number of audit firms to the increasing role of AI and cloud accounting, Rob offers actionable insights for leaders, managers, and influencers looking to stay relevant and build influence. He also explores the growing importance of diversity and how firms can retain top talent in a highly competitive landscape. If you’re serious about staying ahead and building your personal brand inside and outside your firm, this episode is a must-listen.

Key Takeaways:

  • Audit firms are shrinking, which intensifies competition for talent and clients.
  • Embracing technology such as AI and cloud accounting is essential for staying competitive.
  • Audit fee income is growing—firms that innovate are seeing results.
  • The most successful firms invest in diverse talent to future-proof their businesses.
  • Leaders need to position themselves as thought leaders to maintain influence.
  • The growing percentage of female accounting students shows a shift in the profession’s demographics.
  • Firms that fail to adapt risk losing their best talent and clients to more tech-savvy competitors.

Killer Quotes:

  • "Audit firms are shrinking—what’s your next move?"
  • "The future of accounting is here—are you ready?"
  • "Leaders who fail to adapt will disappear."
  • "The firms winning today are those that invest in diverse talent."
  • "AI and cloud accounting aren’t buzzwords—they’re the future."
  • "Audit fee income is up, but only for those firms who innovate."
  • "Stay ahead, or get left behind in the disruption."

You can also view this on youtube: https://youtu.be/C9KB7fNnmCU

Boost Your Thought Leadership Without the Heavy Lifting!

Are you an accounting professional looking to build your personal brand but struggling to find the time? Let Rob Brown help you accelerate your thought leadership with his bespoke interview service. In just 30 minutes, we’ll capture your insights and turn them into articles, blogs, and video clips for your marketing team to use. It’s the easiest way to establish yourself as a thought leader without doing all the heavy lifting! Contact us to learn more.

Want to Get Your Brand in Front of Accountants?

Looking to promote your tech or software solutions to accountants worldwide? By sponsoring the Accounting Influencers Podcast, you can reach an engaged, international audience of accounting professionals. With our growing YouTube channel, your sponsorship will live on multiple platforms, maximizing your brand’s exposure. Contact us to learn more about this fantastic opportunity!

Expand Your Influence Beyond Accounting!

Want to take your influence beyond just accounting? Building relationships with the tech and consulting world that serve accountants is key to staying ahead. Our LinkedIn page, Accounting Influencers, is where you can start those connections. We’re sharing insights that help you navigate the accounting ecosystem, while opening doors to wider networks and opportunities. Don’t miss out—join the conversation on LinkedIn at Accounting Influencers and position yourself as a leader in the accounting space!

The Accounting Influencers Podcast (AIP) is aimed at accounting firm leaders, managers, and partners looking to build their executive presence, influence, and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format. To find out more, contact host Rob Brown on LinkedIn here. https://www.linkedin.com/in/therobbrown

The Accounting Influencers Podcast (AIP) is aimed at accounting firm leaders, managers, and partners looking to build their executive presence, influence, and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format. To find out more, contact host Rob Brown on LinkedIn here. https://www.linkedin.com/in/therobbrown

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Tech – A Force for Good or the Death of Accountants? In this episode of the Accounting Influencers Podcast, host Rob Brown delves into the critical topic of technology’s impact on the accounting profession. With automation, AI, and machine learning reshaping how accountants work, the big question is: Is tech a savior or a job killer?

Rob breaks down what this technological revolution means for accountants today and in the future, exploring both the opportunities and the risks. For firms and professionals who embrace these tools, the future looks bright. But for those who resist? The outlook may not be so promising.

Key Takeaways:

AI & Automation’s Impact on the Profession: While some accounting tasks are being automated, the shift opens doors for higher-value, advisory roles that AI can’t replicate yet.

The Value of Soft Skills: As automation takes over manual tasks, accountants who focus on client relationships and strategic thinking will thrive.

The Need for Tech Adoption: Firms that invest in and adopt the right technology will remain competitive, while those that don’t risk being left behind.

Leadership’s Role in Guiding Tech Transformation: Leaders must set an example by embracing tech and fostering a learning culture within their firms.

If you’re serious about future-proofing your career and firm, now is the time to take action. Embrace the changes, invest in technology, and focus on developing the skills that will set you apart. Drop your thoughts in the comments or email us with your stories about how your firm is handling the tech revolution in accounting. Don't forget to subscribe and share this episode with your colleagues who need to hear this important conversation!

The Accounting Influencers Podcast (AIP) is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders.

Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format. https://youtu.be/lsJS9hxhv5E

◣━━━━━━━━━━━━━━━━━━━━◢

The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Conferences are back, but are you truly getting value from them? In this episode of the Accounting Influencers Podcast, host Rob Brown dives into 10 powerful strategies to ensure your time, money, and energy at accounting and tech conferences translate into real returns. Whether you're a leader, manager, or influencer in an accounting firm, these tips will help you build your personal brand, strengthen your network, and find actionable insights to bring back to your team.

If you've ever left a conference wondering if it was worth it, this episode is for you. Rob shares practical advice on setting clear goals, networking with purpose, evaluating tech solutions, and ensuring your learnings translate into real business outcomes.

What You’ll Learn in This Episode:

  • Why accounting professionals often fail to get ROI from conferences—and how you can avoid common mistakes.
  • The importance of setting clear objectives before attending any event.
  • How to research speakers and attendees to target meaningful connections.
  • Why being strategic about networking and participation is key to standing out.
  • How to leverage conference tech tools for scheduling, learning, and staying engaged.
  • Actionable tips for sharing knowledge with your team to maximize firm-wide impact.
  • The importance of evaluating conference success against your initial objectives.

Who Should Listen?

This episode is a must-listen for:

  • Accounting leaders, managers, and influencers looking to maximize the value of conferences.
  • HR and talent professionals seeking to enhance recruitment and retention strategies.
  • Anyone in accounting interested in building their personal brand and strengthening their network.

Quotes from the Episode:

  • “Are you wasting time and money at conferences? It’s time to change that.”
  • “Networking isn’t about how many people you meet—it’s about who remembers you and why.”
  • “Every conference is an opportunity to amplify your personal brand and influence.”

Call to Action:

Follow Accounting Influencers on LinkedIn for more of this content. And watch this episode on Youtube here: https://youtu.be/bk8UhfUd88Y

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

In this episode of the Accounting Influencers podcast, Rob Brown discusses the recent layoffs in the accounting profession, particularly among the big four firms and software providers. He explores the reasons behind these layoffs, the evolving skill requirements for accountants, and the new opportunities that arise from these changes. The conversation emphasizes the importance of continuous learning, adaptability, and thought leadership in navigating the current landscape. Additionally, Rob addresses the implications for the talent pipeline and offers insights for leaders on how to manage their teams during this period of disruption.

Key Takeaways

  • Layoffs in accounting are reshaping the profession.
  • AI and automation are driving job changes in accounting.
  • Accountants must develop technology and data analysis skills.
  • The demand for advisory services is increasing.
  • Continuous learning is essential for career longevity.
  • Thought leadership is crucial for career advancement.
  • Layoffs create mentorship gaps in firms.
  • New career paths are emerging for laid-off accountants.
  • The talent pipeline may be affected by perceptions of instability.
  • Leaders must navigate change with empathy and transparency.

Watch this on Youtube: https://youtu.be/2BaxT8xZQqY

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

In this episode of the Accounting Influencers Podcast, Rob Brown emphasizes the critical role of personal branding for accounting professionals. He discusses how a strong personal brand can differentiate individuals in a competitive field, enhance visibility, and open doors to new opportunities. The conversation covers the importance of creating content, engaging with audiences, and maintaining authenticity and consistency in branding efforts. Ultimately, Rob encourages accountants to leverage their influence to drive positive change within the industry.

Key Takeaways

  • If you're relying solely on technical skills, you're falling behind.
  • Building a standout personal brand can catapult you ahead.
  • Influence is becoming as important as expertise in accounting.
  • Your personal brand communicates your unique value and perspective.
  • Trust is at an all-time low; influence is a precursor for trust.
  • A strong personal brand accelerates career advancement.
  • Consistency in content creation is key to maintaining influence.
  • Engaging in conversations enriches your perspective and influence.
  • Authenticity strengthens your influence and attracts people.
  • Personal branding is about driving positive change and storytelling.

Watch this episode on YouTube here: https://youtu.be/oQI4cZ3HwSg

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

In this episode of the Accounting Influencers podcast, Rob Brown discusses the significant shifts occurring in the accounting profession, particularly the decline of the traditional partnership model. He emphasizes the need for firms to adapt to a corporate business model led by a CEO, driven by the growing influence of private equity. The conversation highlights the importance of technology, strategic leadership, and innovative hiring practices in shaping the future of accounting firms. Rob provides actionable strategies for aspiring leaders to enhance their influence and authority within their firms, advocating for modernization and collaboration.

Key Takeaways

  • The partnership model is increasingly seen as outdated and ineffective.
  • Firms must adapt to a corporate model to remain competitive.
  • Private equity is playing a significant role in transforming accounting firms.
  • Technology and automation are essential for future growth and efficiency.
  • Leaders should focus on long-term firm success over individual gain.
  • Understanding the impact of private equity is crucial for strategic positioning.
  • Specializing in niche industries can enhance a leader's value.
  • Collaboration across departments is vital for firm growth.
  • Innovative hiring practices can shape the future of accounting firms.
  • Leaders must anticipate industry shifts to drive change.

Watch on Youtube here: https://youtu.be/aQ6YzA87wMc

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

In this episode of the Accounting Influencer podcast, Rob Brown discusses the transformative power of public writing for accounting professionals. He emphasizes that writing in public can set individuals apart in their careers, enhance their reputation, and establish them as thought leaders in the industry. Rob addresses common fears associated with writing and encourages accountants to share their insights and experiences. He highlights the long-term benefits of consistent writing, not only for personal branding but also for the reputation of their firms. The episode concludes with practical tips for getting started with public writing.

Key Takeaways

  • Public writing can transform your career and reputation.
  • Most accounting professionals fear writing in public.
  • Writing publicly helps establish thought leadership.
  • Everyday insights from your work are valuable to share.
  • Consistency in writing leads to increased visibility.
  • You can start writing even when no one is watching.
  • Fear of judgment should not hold you back from writing.
  • Building a personal brand benefits both you and your firm.
  • Public writing can attract new clients and opportunities.
  • Engaging in public writing sets a tone for leadership in your firm.

Check out the show here on youtube: https://youtu.be/84xauQnfUjc

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

How well-equipped is the accounting profession to handle rapid technological advancements and a changing workforce? Are firms ready to embrace the future or stuck in outdated models?

Rob Brown hosts an expert panel featuring Todd Robinson, Angie Grissom, Itamar Jobani, and James Hickey to discuss the future of the accounting profession. The conversation explores critical challenges facing accountants today, such as adapting to technological changes, AI integration, talent retention, and shifting towards a more advisory-based role. The panel shares their unique insights on how firms must navigate cultural shifts, embrace leadership, and rethink their traditional business models to stay competitive.

The discussion also highlights the necessity of upskilling accountants and the role of technology in shaping the future. The panel dives deep into the transformative impact of AI, the benefits of a corporate rather than partnership model, and how firms can move from good to great by telling better stories and offering more personalized advisory services. They also emphasize the importance of attracting and retaining talent in a profession undergoing rapid change.

Key Takeaways:

✓ The accounting profession faces a critical people problem with talent shortages, driven by long work hours and declining interest from younger generations.

✓ Contrary to fears, AI will not replace accountants but will enhance their roles by automating mundane tasks and enabling them to focus on strategic advisory services.

✓ Strong leadership and innovative culture are key to moving accounting firms from good to great. Firms must empower young talent and create a strategic approach to problem-solving.

✓ Accountants need to stop fearing technology and start viewing it as an enabler that helps streamline operations and enhance client service.

✓ The outdated partnership model should evolve toward a corporate structure, enabling firms to be more agile and strategic.

Quotes:

"Your top clients are your competitors' top prospects. Are you showing up as their trusted advisor?" – Angie Grissom

"AI won't kill the accounting profession; it will free accountants to do the work that really matters." – Itamar Jobani

"Firms need to stop doing what they've always done and rethink what it means to add value in today's market." – James Hickey

"The biggest threat? Talent. The next generation doesn't see accounting as sexy, and we need to change that." – Todd Robinson

View this episode in video on YouTube here: https://youtu.be/JLCm3FGilXk

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Are accountants ready to tackle the future, or will technology leave them behind? What major shifts are disrupting the profession, and how can accountants stay relevant?

Rob Brown leads a lively discussion with an international panel of accounting professionals: Dr. Anton Lewis, Kelly Mann, Sabby Gill, and Eriona Bajrakurtaj. Together, they discuss the pressing challenges and emerging opportunities facing the accounting profession today. The conversation goes through how technology, particularly AI, is reshaping the landscape and what firms must do to stay competitive. The panelists also discuss the generational divide in tech adoption, the shortage of accounting talent, and the evolving role of accountants from traditional number-crunchers to strategic business advisors.

The debate highlights the need for accountants to embrace innovation, improve client communication, and network with peers for knowledge sharing. As the profession moves forward, the panelists emphasize the importance of staying agile, adapting to technological advancements, and rethinking the skill sets accountants need to thrive in a rapidly changing environment.

Key Takeaways:

✓ Firms that don’t adopt technology will fall behind and face extinction in the rapidly evolving accounting landscape.

✓ Younger generations are more adept with tech but lack real-world experience; older generations need to catch up to new tools.

✓ Accountants must see AI as a partner to enhance efficiency and service, rather than something that will replace them.

✓ Moving beyond compliance, accountants need to focus on strategic advice and deeper client relationships.

✓ Breaking down the silos within the profession can foster collaboration and innovation, helping accountants provide better services.

Quotes:

“In adversity, there is advantage—accounting’s crisis is your opportunity.” – Anton Lewis

“Accountants need to stop being generalists and start specializing.” – Kelly Mann

“Technology is here to complement, not replace us—let’s use it to provide better services.” – Eriona Bajrakurtaj

“If you don’t adopt technology now, you’ll become the laggard of the industry.” – Sabby Gill

“The profession’s future lies in moving from compliance to deep, proactive client engagement.” – Rob Brown

View this episode in video on YouTube here: https://youtu.be/I9hLkQMp2G4

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Is private equity killing or saving public accounting? What does the future hold for the accounting profession in the age of PE and AI?

Rob Brown sits down with Tim Brackney, CEO of a private equity-backed accounting and advisory platform, to discuss the impact of private equity on the accounting profession. With a background in professional services and a current role at the intersection of PE and accounting, Brackney offers a unique perspective on the challenges and opportunities facing the industry.

The conversation delves into the current state of the accounting profession, highlighting the critical talent shortage and the evolving expectations of the younger workforce. Brackney shares his thoughts on how private equity is reshaping the traditional partnership model, driving efficiencies, and potentially offering solutions to long-standing issues in the industry. The discussion also touches on the interplay between private equity and artificial intelligence, and how these forces might shape the future of accounting.

Key Takeaways:

✓ Private equity is not killing public accounting, but rather offering potential solutions to existing problems

✓ The accounting profession is facing a critical talent shortage, with fewer people entering and staying in the field

✓ Private equity is creating both turbulence and opportunities in the accounting industry

✓ The traditional partnership model in accounting firms is being challenged by new structures and expectations

✓ The combination of private equity and AI could drive efficiencies and change the focus of accounting professionals

Quotes:

"Private equity is not killing public accounting. Public accounting, I think, was killing public accounting."

"Talent's looking for a different way to operate. They want more flexibility. They want more ownership."

View this episode in video on YouTube here: https://youtu.be/_FML6KBXYt8

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Is the accounting profession ready for its biggest transformation yet? With AI, private equity, and a talent shortage, how can firms stay competitive?

Rob Brown is joined by top accounting leaders—Anthony Pugliese, Mark Edmondson, Philip Whitman, and Randy Crabtree—to discuss the shifts happening within the accounting profession. From technological advancements like AI to the increasing focus on ESG reporting, the panel explores the challenges and opportunities that lie ahead for accounting firms.

The discussion covers critical issues such as the talent shortage, the evolution of accounting into advisory roles, and the pressure on firms to embrace digital transformation. Despite the challenges, the panelists are optimistic about the future, highlighting how firms can adapt by upskilling, embracing technology, and changing traditional mindsets around compliance and billing models.

Key Takeaways:

✓ The profession is moving rapidly toward automation and AI, but accountants need to adopt these technologies to stay relevant.

✓ Private equity is increasingly involved in the accounting industry, driving efficiency and digital transformation across firms.

✓ With 75% of accountants nearing retirement, firms face a significant talent shortage. The profession needs to become more attractive to younger generations.

✓ The traditional hourly billing model is outdated. Firms must focus on value-based pricing to stay competitive and align with modern business practices.

✓ To attract top talent, firms must prioritize culture, mental health, and work-life balance, especially in an era where burnout is prevalent.

Quotes:

"We have to stop selling time and start selling value. It’s about outcomes, not hours." – Randy Crabtree

"Private equity sees accounting firms as the next big thing. The potential for efficiency and profit is immense." – Philip Whitman

"The future of accounting isn’t just about compliance—it’s about being partners in innovation and technology." – Anthony Pugliese

"Accountants need to shift their mindset from risk-averse to proactive if they want to survive and thrive." – Mark Edmondson

View this episode in video on YouTube here: https://youtu.be/p-yr1Htaqmc

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Are you ready for the AI revolution in accounting? Can the profession attract young talent in the face of tech-driven disruption?

In this thought-provoking episode, host Rob Brown brings together industry veterans Bobby Lane, Randy Wootton, Rick Richardson, and Tony Szczepaniak to dissect the evolving landscape of the accounting profession. The panel dives deep into the integration of AI, the looming talent crisis, and the shifting demands of modern clients.

Despite acknowledging significant challenges, including waning interest from younger generations and the disruptive force of emerging technologies, the experts offer a beacon of hope. They provide valuable insights on how accounting firms can adapt to this new reality, leveraging AI to deliver high-value advisory services and capitalizing on the increasing complexity of client needs. This episode serves as an essential guide for accounting professionals looking to navigate the turbulent waters of change and seize the opportunities that lie ahead.

Key Takeaways:

✓ AI will automate routine tasks, but firms embracing it can provide higher-value advisory services

✓ The industry faces a critical shortage of young professionals due to competition from tech sectors

✓ Firms focusing on specialized services or niche markets will be more competitive

✓ Clients now expect strategic advice and insights beyond traditional compliance work

✓ The rise of entrepreneurship creates opportunities for comprehensive back-office solutions

Quotes:

"AI isn’t going to replace accountants—but accountants who embrace AI will replace those who don’t." – Bobby Lane

"The firms that survive will be those that move from back-office number crunching to front-office business strategy." – Randy Wootton

"Young people aren’t avoiding accounting because it’s boring—they're choosing careers where they can see the impact of their work faster." – Rick Richardson

"We’re not asking if change will happen anymore. The conversation now is about when and how." – Tony Szczepaniak

View this episode in video on YouTube here: https://youtu.be/I7NMqA9vZjg

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

How are the most successful accountants navigating the rapid changes in technology, regulation, and talent shortages? What secrets are the top industry leaders using to stay ahead in this ever-evolving landscape?

Rob Brown leads a dynamic panel discussion with industry leaders Randy Johnston, Harry Blum, Jennifer O'Carroll, and Trevor Greenway. They discuss the profound shifts happening in the accounting profession today, from the impact of private equity to the essential role of technology and the future of talent management. The conversation explores through the challenges and opportunities presented by AI, regulatory changes, and the evolving role of accountants as trusted advisors.

The panelists provide actionable advice on how firms can embrace change, enhance their value propositions, and future-proof their businesses. They also discuss the critical importance of upskilling, the integration of technology, and the need for accountants to adapt to a rapidly changing environment. Whether you're a firm owner, a practicing accountant, or someone interested in the future of the profession, this episode is packed with valuable takeaways.

Key Takeaways:

✓ AI is transforming how accountants operate by automating routine tasks and providing deeper insights through data analysis.

✓ As technology continues to advance, accountants must develop new skills to keep pace. This includes learning to use advanced software tools, understanding data security, and becoming proficient in data analysis.

✓ The growing involvement of private equity in the accounting sector is changing traditional business models. Private equity firms bring significant capital and a focus on efficiency, which can lead to innovations but also challenges to established practices.

✓ The accounting industry is experiencing a shift from compliance-based services to advisory roles. This change is driven by the decreasing profitability of compliance work due to automation and regulatory changes. Firms that want to thrive must pivot towards offering more value-added advisory services, where they can provide strategic insights and guidance to their clients, rather than just focusing on routine tasks.

✓ A firm’s culture and sense of purpose are key to attracting and retaining top talent. In an environment where competition for skilled accountants is fierce, organizations that clearly define their mission and foster a positive, inclusive culture will stand out.

Quotes:

"Different is not always better, but better is always different." - Harry Blum

"Accountants aren't just number crunchers; they're the key to unlocking business success." - Rob Brown

"The future of accounting isn't about compliance, it's about being a proactive, trusted advisor." - Trevor Greenway

"If you're not leveraging AI, you're already behind the curve." - Randy Johnston

View this episode in video on YouTube here: https://youtu.be/g0ewmI109bE

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Are AI and ChatGPT revolutionizing business advisory services? How can accountants leverage these tools to deliver more value to their clients?

Rob Brown and Mark Wickersham, an expert in value pricing and AI applications for accountants, tackles the world of ChatGPT and artificial intelligence, exploring how these technologies are transforming the accounting profession, particularly in the realm of business advisory services.

Mark shares his insights on how AI can help accountants overcome time constraints and boost confidence in providing strategic advice. He discusses the potential of ChatGPT for ideation, research, and strategy development, emphasizing that while AI is a powerful tool, it won't replace human expertise. The conversation covers practical applications, best practices, and ethical considerations for integrating AI into accounting workflows.

Key Takeaways:

✓ ChatGPT excels at ideation, research, and strategy development for business advisory

✓ AI can help accountants overcome time constraints and confidence issues in providing advisory services

✓ Accountants need to adapt to AI to stay relevant and maintain a competitive edge

✓ ChatGPT can analyze financial data and provide insights for client meetings

✓ The value is in the conversation with clients, not just in AI-generated reports

Quotes:

"AI is not going to replace us. It's how our competitors are going to use AI that's going to replace us."

View this episode in video on YouTube here: https://youtu.be/jFQfxfl1W7A

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Is accounting really a dying profession? Or is it on the cusp of an exciting revolution?

Rob Brown brings together a panel of industry experts to debate the future of accounting. Despite current challenges, the panelists paint a picture of a profession ripe with opportunity for those willing to embrace change and innovation.

The discussion covers critical issues facing the accounting world, including talent shortages, technological disruption, and the need to rebrand the profession to attract new generations. The panelists offer insightful perspectives on how firms can adapt their business models, leverage technology, and create more fulfilling career paths. While acknowledging the hurdles, there's a strong sense of optimism about accounting's vital role in helping businesses succeed and the diverse opportunities available to those entering the field.

Key Takeaways:

✓ The accounting profession needs to rebrand itself to attract new talent

✓ Firms should move away from the "minnow management" business model to improve profitability and work-life balance

✓ Technology vendors need to work more closely with accountants to develop truly useful solutions

✓ Involving next-gen talent in technology decisions can help drive innovation in firms

✓ There's a need to make the profession more inclusive and representative of the community

Quotable Moments:

"Accountants are the superheroes of the economy." - Renee Moelders

"The only thing that's consistent in our firm is change." - Andrew Berg

"We need to celebrate the successes and focus on the good things about the profession." - Sona Akmakjian

View this episode in video on YouTube here: https://youtu.be/QjI8E_kI8Z4

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

In this insightful episode, Rob Brown delves into the world of accounting firm valuations and sales with Brannon Poe. They discuss the current trend of consolidation within the industry, driven by the influx of private equity money and the large number of accounting professionals nearing retirement age.

Brannon shares his expertise on the key factors that make an accounting practice valuable and sellable, including profitability, owner hours, location, and specialization.

The conversation explores the various types of buyers for accounting firms, such as individual buyers, private equity firms, and strategic acquisitions by other firms.

Brannon emphasizes the importance of understanding a buyer's motivations and ensuring a good fit, as selling a firm involves more than just financial considerations – it's about preserving client relationships and taking care of staff.

In addition, he also offers practical advice for firm owners looking to maximize their firm's value before a sale, including purging unprofitable clients, raising prices, and focusing on specific service lines. He encourages accountants with an entrepreneurial spirit to consider starting their own niche boutique firm, as it can provide greater control over building a sellable asset.

Key Takeaways:

  • Location, profitability, and owner hours are crucial factors in determining an accounting firm's value and saleability.
  • Specialization and avoiding being a generalist firm increase efficiency and profitability, making a firm more attractive to buyers.
  • Understanding the motivations and fit of potential buyers (individual, private equity, or strategic acquisition) is essential for a successful sale.
  • Purging unprofitable clients, raising prices, and focusing on specific service lines can significantly increase a firm's value before a sale.
  • Starting a niche boutique firm can be a viable option for entrepreneurial accountants, allowing them to build a sellable asset tailored to their vision.

Quotes:

"If you've got low owner hours and high profitability, you're going to command a more premium price for your firm, and it's probably going to sell faster." - Brannon Poe

"If you're wired a certain way, you're going to do (DO WHAT?)it anyway. So just go ahead and do it sooner rather than later." - Brannon Poe

View this episode in video on YouTube here:

https://youtu.be/MZwyyxsbkUs

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

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Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Is the accounting profession facing extinction or evolution? What does the future hold for accountants in a world of AI and rapid technological change?

Rob Brown engages in a lively discussion with industry experts David Osborne, Katie Thomas, and Tom Hood about the current state and future of the accounting profession. The panel share their thoughts about the challenges that accountants are facing today, including talent shortages, technological disruption, and changing client expectations.

The conversation covers a wide range of topics, from the impact of AI and cloud technology on accounting practices to the need for a cultural shift in how firms treat their employees. The experts share insights on attracting and retaining talent, the importance of embracing change, and why, despite challenges, this is an exciting time to be in the accounting profession. They also discuss the role of marketing, the evolution of accounting education, and the need to rebrand the profession to appeal to a new generation of professionals.

Key Takeaways:

✓ AI and technology are not threats but tools to enhance accounting practices

✓ The talent pipeline issue is complex, involving culture, pay, and industry perception

✓ Firms need to adapt their business models and culture to attract and retain talent

✓ Marketing is essential for attracting better clients and staying relevant in a changing market

✓ The accounting profession is undergoing a transformative period, offering exciting opportunities for those who embrace change

Quotes:

"Human capital is an asset, not an expense." - Tom Hood

"We're not tied to a physical location. We have tools and resources that allow us to work from wherever." - Katie Thomas

View this episode in video on YouTube here: https://youtu.be/dOQqmlHZsLI

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Are you ready to unlock the full potential of AI in accounting and finance? How can Azure OpenAI revolutionize the way financial professionals work?

In this special bonus episode of the Accounting Influencers podcast, Rob Brown explores the world of artificial intelligence with Microsoft experts Jas Brar and Matt Quinn. The conversation explores how AI, particularly Azure OpenAI, is transforming the accounting and finance sector, offering new opportunities for efficiency, insight, and value creation.

Jas and Matt discuss the evolution of AI from traditional rule-based systems to more sophisticated generative AI, emphasizing how these technologies can augment human capabilities rather than replace them. They address common concerns about data security and privacy, explaining how Azure OpenAI provides a secure environment for businesses to leverage AI while maintaining control over their sensitive information. The experts also offer practical advice on how accounting professionals can start incorporating AI into their work, from using productivity tools like Copilot to partnering with IT teams for more complex implementations.

Key Takeaways:

✓ AI is evolving from rule-based systems to more sophisticated, context-aware models

✓ Azure OpenAI offers secure, private AI capabilities for businesses

✓ AI can help accountants shift from data crunching to more strategic, value-added activities

✓ Starting with productivity tools like Copilot can help professionals become comfortable with AI ✓ Successful AI implementation requires considering technology, processes, and people

Quotes:

"I'd rather flip that on its head and that way, you know, I'm more confident in the decision we would want to make based on spending more time getting to the roots of different scenarios on the table." - Jas Brar

"Always start with why, right? How do you think about what, why would I use this technology? It's not technology for technology's sake." - Matt Quinn

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Is your accounting firm struggling to keep up with technology? Are you curious about how tech adoption could impact your bottom line?

Rob Brown sits down with Joel Hughes of RightWorks to discuss the findings of their 2024 Accounting Firm Technology Survey. They delve into the current state of technology adoption in accounting firms, exploring the challenges and opportunities that come with embracing cloud-based, connected, and collaborative technologies.

Joel shares key insights from the survey, including the surprising statistic that firms on the technology-mature side of the spectrum reported 39% higher revenue per employee than average. The conversation covers topics such as the obstacles to tech adoption, the importance of cybersecurity, and the potential impact of AI on the accounting profession. Joel also emphasizes the need for firms to modernize their practices to gain a competitive advantage and improve client relationships.

Key Takeaways:

✓ Firms that are technology mature reported 39% higher revenue per employee than average

✓ The biggest challenges to tech adoption are lack of expertise, resources, and budget

✓ Cloud adoption can address cybersecurity concerns by providing managed security services

✓ Only 22% of firms reported a high percentage (75%+) of their clients using cloud technologies

✓ Firms need to align their technology adoption with their evolving business models to stay relevant

Quotes:

"The shared vision of what you want your firm to be and how you want it to work needs to be enabled by technology." - Joel Hughes

View this episode in video on YouTube here: https://youtu.be/opSSeLuwCZk

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Is the accounting profession facing an identity crisis? Can it adapt to meet the demands of a rapidly changing business landscape?

Rob Brown brings together a panel of industry experts to discuss the future of accounting. Jeff Phillips, Maureen Dillmore, Samantha Louis, and Sandra Wiley share their perspectives on the challenges and opportunities facing the profession.

The panelists share their thoughts with various topics, including the talent shortage, the impact of technology, the changing business model, and the need for a rebrand of the accounting profession. They discuss the importance of work-life balance, the role of private equity, and the need for firms to adapt to survive in a competitive landscape. The conversation also touches on the potential of AI, the importance of strategic technology adoption, and the need for better compensation models to attract and retain talent.

Key Takeaways:

✓ The accounting profession needs to rebrand itself to attract new talent

✓ Firms need to adapt their business models and embrace change to survive

✓ Technology integration and strategic adoption are crucial for future success

✓ Work-life balance and flexible work arrangements are becoming increasingly important

✓ Private equity is reshaping the accounting firm landscape

Quotes:

"Remote work is a great thing for our profession." - Jeff Phillips

"We need to get over the idea that you can't have a work-life balance if you work for an accounting firm." - Samantha Louis

View this episode in video on YouTube here: https://youtu.be/ZHg0IIw-wyU

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Is AI reshaping the accounting world? How can accountants harness the power of ChatGPT through prompt engineering?

Rob Brown sits down with Mark Wickersham, an expert in prompt engineering and AI applications for the accounting industry. They discussed the world of ChatGPT, exploring its potential to revolutionize accounting practices and the crucial skill of prompt engineering.

Mark Wickersham shares his journey with ChatGPT, emphasizing the importance of asking better questions to get better answers. He introduces the concept of prompt engineering as a vital communication skill in the AI era.

The discussion covers various aspects of crafting effective prompts, from specifying roles and formats to considering the intended audience. Wickersham also provides practical examples of how accountants can leverage ChatGPT for tasks ranging from financial analysis to content creation, highlighting the tool's potential to dramatically increase productivity and enhance client services.

Key Takeaways:

  • Prompt engineering is essentially communication with AI systems
  • Good prompts include specifying roles, response formats, and audience considerations
  • ChatGPT can be used for financial analysis, research, and business advisory in accounting firms
  • Mastering prompt engineering can save hours of work and open new opportunities for accountants
  • It's not AI that will replace accountants, but how competitors use AI that may make others irrelevant

View this episode in video on YouTube here: https://youtu.be/KTS58DjGvsg

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Is the accounting profession facing an existential crisis? How can accountants stay relevant in a rapidly changing world?

Rob Brown brings together three industry experts to discuss the future of accounting and the challenges facing the profession. Laura Day-Henderson, Michael Hsu, and Alan Morgan share their insights on the threats to accounting, the resistance to change within the industry, and the need for a shift in focus from compliance to advisory services.

The panel explores the role of technology, talent acquisition, and education in shaping the future of accounting. They discuss the importance of soft skills, the need for a more entrepreneurial mindset, and the potential for accountants to provide tremendous value to businesses. The conversation also touches on the role of professional bodies, the impact of AI, and the opportunities for specialization within the field.

Key Takeaways:

  • Relevancy is a major challenge for the accounting profession
  • Resistance to change is holding accountants back from embracing new technologies and practices
  • There's a need to shift focus from compliance to advisory services and providing value to business owners
  • Education and training in technology, including AI and coding, will be crucial for accountants in the future
  • The accounting profession offers diverse opportunities for specialization and passion-driven careers

Quotes:

"I think the biggest threat to us is ourselves. We have a resistance to change." - Laura Day-Henderson

"We need to start seeing the application of accounting to achieve dreams, aspirations of businesses, or even personal lives." - Michael Hsu

You can watch this episode and more on our YouTube Channel

https://youtu.be/piLILTD0rnc

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

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

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Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Is the accounting profession facing an existential crisis? Or is it on the brink of unprecedented opportunities?

Rob Brown assembles a panel of industry experts to dissect the current state and future prospects of the accounting profession. Jean Caragher, Jeremy Clopton, Rick Telberg, and Tamera Loerzel bring their wealth of experience to the table, offering insights on everything from talent shortages to technological disruption.

The conversation delves deep into the challenges facing accountants today, including the struggle to attract new talent, the need for a shift in business models, and the impact of remote work. However, it's not all doom and gloom.

The panelists also highlight the immense opportunities available to those willing to embrace change and innovation. They discuss the importance of compassionate leadership, the need for better metrics beyond billable hours, and the potential for accountants to position themselves as true business advisors.

Key Takeaways:

  • The accounting profession needs to address the talent shortage by rethinking education requirements and work culture
  • Remote work is here to stay, and firms need to adapt their policies to attract and retain talent
  • The partnership model in accounting firms may be outdated and needs to be reevaluated
  • Technology should be seen as an enabler for better processes, not just a solution to pain points
  • The future of accounting lies in advisory services and helping businesses achieve their goals

Quotes:

"Complacency is one of the threats that we often run into." - Tamera Loerzel

"Every accountant is an entrepreneur." - Rick Telberg

"Let's stop arguing about it and fighting it and just get to work." - Jeremy Clopton on remote work

"We need to focus on results-based metrics and what are the deliverables." - Tamera Loerzel

"The CPA brand is one of the best in the world." - Rick Telberg

You can watch this episode and more on our YouTube Channel

https://youtu.be/SUhzVy194H0

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

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

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Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Is artificial intelligence overhyped, or will it revolutionize the accounting profession? How can accountants prepare for the AI-driven future?

Rob Brown interviews Mark Wickersham, a veteran accountant and AI enthusiast, about the impending impact of artificial intelligence on the accounting profession. Wickersham predicts significant changes in the industry by 2030, including the automation of bookkeeping and tax return preparation. He highlights the rapid advancements in AI technology across various sectors and explains how these developments will inevitably transform accounting practices.

The discussion covers the current state of AI adoption in accounting firms, the potential of tools like ChatGPT, and the importance of embracing new technologies. Wickersham emphasizes the need for accountants to focus on creating value for clients beyond traditional compliance work and advocates for value-based pricing models. The conversation provides valuable insights into how accountants can prepare for and thrive in an AI-driven future.

Key Takeaways:

  • AI will significantly impact the accounting profession by 2030
  • Bookkeeping and tax return preparation may become automated
  • Accountants need to embrace AI tools like ChatGPT
  • Firms must find new ways to create value for clients
  • Value-based pricing is crucial in the age of AI

Quotes:

"Data's where the power is. Data's where the money is." [00:11:50]

"Productivity goes through the roof when we use it, when we use it properly." [00:14:30]

You can watch this episode and more on our YouTube Channel

https://youtu.be/MnEXckAjVZU

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

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

◣━━━━━━━━━━━━━━━━━━━━◢

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

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

"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

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

Improving storytelling and celebrating the profession's impact is crucial to attract younger generations. - Lexy Kessler

The cost and time commitment of education, especially for socioeconomically disadvantaged students, is a significant barrier to entry. - Sue Coffey

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

Modernizing the CPA licensure process is a long-term goal to ensure the profession remains sustainable and relevant in the future. - Lexy Kessler

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

◣━━━━━━━━━━━━━━━━━━━━◢

The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

◣━━━━━━━━━━━━━━━━━━━━◢

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Ever wondered how top accountants stay ahead in a fast-evolving industry?

Rob Brown hosts a panel of influential voices in the accounting world to discuss the current state and future of the profession. The conversation delves into the threats and challenges faced by accountants, the need for rebranding and attracting new talent, the role of technology, and the opportunities that lie ahead.

The panelists, including Paul Surtees, Leslie Shiner, Denise Froemming, and Adam Lean, share their candid perspectives on the commoditization of accounting services, the importance of shifting from compliance-focused to advisory-focused roles, and the need for accountants to speak the language of business rather than accounting jargon.

They emphasize the necessity of embracing technological advancements like AI and automation to free up time for more meaningful work and the imperative of fostering financial literacy in society.

Key Takeaways:

  • Accountants must move beyond compliance and embrace advisory roles to stay relevant. (14:10)
  • The profession faces a talent shortage and needs to rebrand itself to attract and retain the next generation. (30:50)
  • Firms should focus on helping clients be profitable and speak a language they understand. (47:30)
  • Financial literacy should be prioritized from a young age to foster a deeper understanding of numbers. (42:30)
  • Embracing AI and technology can free up accountants to provide more purposeful and impactful work. (39:10)

Quotes:

  • "They should be listening to their clients. They should be asking for and being proactive in helping their clients instead of retroactive." - Leslie Shiner (19:10)
  • "You cannot talk like an accountant. You got to talk like to a human, because your customer is a human, not an accountant." - Adam Lean (48:30)
  • "I would love to see financial literacy, like, in every high school, community college, so we could start from a, and it's in about 25 different states, but we're working on it." - Denise Froemming (42:20)
  • "You can't go and speak to accountants to tell them how to do their day job because we're not accountants." - Paul Surtees (41:10)
  • "Accounting is the language of business. And I think this is a great time for accountants to remember that and realize that their job is to be an interpreter of accounting in a way that makes sense." - Adam Lean (53:20)

View this episode in video on YouTube here:

https://youtu.be/aS_eaA5zVtg

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

◣━━━━━━━━━━━━━━━━━━━━◢

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

This international panel discussion explores the current state and future trajectory of the accounting profession. The distinguished panel includes influential leaders and innovators in the field such as Arun Mehra, Chase Birky, Eric Gregg, and Jody Padar to share their diverse perspectives on the challenges and opportunities facing the industry.

The conversation kicks off with an assessment of the profession's current shape. While the panelists acknowledge the existence of challenges, such as talent shortages and outdated business models, they also recognize the immense opportunities arising from technological advancements, changing client expectations, and the influx of capital from private equity and venture capital firms.

The discussion highlights the importance of embracing change, prioritizing culture and purpose, upskilling in areas like technology and advisory services, and positioning accountants as trusted business advisors rather than mere compliance providers.

As the dialogue progresses, the guests underscore the immense potential for accountants to thrive in the evolving business landscape by embracing innovation, redefining their value proposition, and becoming trusted advisors to their clients.

Key Takeaways:

  • The accounting profession is at a crossroads, with firms facing an existential crisis due to outdated business models and a talent shortage. (00:05:00)
  • Money pouring into the industry from private equity and venture capital firms is forcing change and disrupting traditional firm structures. (00:18:00)
  • The ability to work with technology, including AI, will be more important than accounting experience or subject matter knowledge in the near future. (00:40:00)
  • Firms must prioritize culture, purpose, and agency for their employees to attract and retain top talent in the face of better career alternatives. (00:27:00)
  • Referrals alone will no longer be sufficient for acquiring new business; firms must embrace transparency and deliver remarkable client experiences. (00:36:00)

Quotes:

  1. "There are some real pioneers in this space who are doing things differently, who are trying things differently, sometimes not always working, but I think we should support them and encourage them because if we have those pioneers, other people will follow and ultimately do things differently and innovate." - Arun Mehra (00:44:00)
  2. "The best accountants are going to be more technologists than classic accountants." - Chase Birky (00:40:00 - 00:41:00)
  3. "We're going to self-serve a lot more of this relationship with a lot more visibility into the steps that are happening behind the scenes." - Eric Gregg (00:45:00)
  4. "The technology that's here today, and the technology that's coming in the future, is going to allow us to be more human and help our clients better and faster, and still get to go home on time." - Jody Padar (00:52:00 - 00:53:00)

View this episode in video on YouTube here:

https://youtu.be/PF0h65LzTAY

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

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Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

Brannon Poe is the author of "The Unplugged Vacation," and founder of Poe Group Advisors and Accounting Practice Academy. Rob Brown and Brannon Poe delve into the often-overlooked challenges accountants face in managing their time and achieving work-life balance. Brannon, sheds light on the realities of the accounting profession, where the relentless demands of clients and the struggle to maintain boundaries can lead to burnout and dissatisfaction.

Brannon's book, "The Unplugged Vacation," serves as a guide for accountants to reclaim control over their time and learn the art of truly disconnecting from work during vacations. Through personal anecdotes and insights, he underscores the importance of setting boundaries, purging underperforming clients, and implementing value-based pricing to create a sustainable and fulfilling practice.

The conversation explores the challenges accountants face in saying "no" to clients, leading to unfocused and overextended practices.

Brannon emphasizes the importance of firm culture, work-life balance, and the need for accountants to break free from the billable hour mindset, which can perpetuate the cycle of overwork and undervaluation.

Key Takeaways:

  • Accountants often struggle with time management, staff shortages, and an inability to let go of work, leading to burnout and dissatisfaction.
  • Setting boundaries, purging underperforming clients, and implementing value-based pricing are crucial steps to creating a sustainable and fulfilling practice.
  • Taking a truly unplugged vacation requires advance preparation, team readiness, and acceptance that some balls may drop during the absence.
  • Firm culture, work-life balance, and moving away from the billable hour mindset are essential for attracting and retaining top talent in the accounting profession.
  • Booking a vacation and committing to being unplugged is an actionable step accountants can take to recalibrate their priorities and improve their overall well-being.

Quotes:

"You don't like your practice, keep raising your prices until you do." - Brannon Poe

"If you're equating your time to money, well, there's probably one of the first problems you got to solve." - Brannon Poe

View this episode in video on YouTube here:

https://youtu.be/LIP3OXh_yEk

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

◣━━━━━━━━━━━━━━━━━━━━◢

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

This international panel discussion explores the current state and future trajectory of the accounting profession. The distinguished panel includes influential leaders and innovators on the field such as Dianne Yetter, Sarah Dobek, Tom Barry and Jeff Seibert to share their diverse perspectives on the challenges and opportunities facing the industry.

The conversation goes through with an assessment of the profession's current shape. While the panelists acknowledge the existence of challenges, such as talent shortages and outdated perceptions, they also recognize the immense opportunities arising from technological advancements and evolving client needs.

The discussion highlights the importance of embracing change, upskilling in areas like communication and strategic thinking, and positioning accountants as trusted business advisors.

As the dialogue progresses, the guests share their visions for the future of accounting. Predictions range from the rise of accounting for virtual economies and cross-disciplinary education to the potential demise of the traditional partnership model and the globalization of services delivery.

The panelists also emphasize the need to address persistent myths and raise financial literacy to foster a better understanding of the profession's true value.

Key Takeaways:

  • The accounting profession is in a state of flux, with a divide between those embracing change and those resistant to it. Firms unwilling to adapt risk becoming irrelevant.
  • Accountants must go beyond traditional number-crunching roles and develop skills in communication, strategic thinking, and entrepreneurship.
  • Technology, such as AI and automation, will eliminate tedious tasks, allowing accountants to focus on delivering value-added advisory services.
  • Attracting and retaining talent is a significant challenge, and firms must invest in training and development, particularly in soft skills.
  • Branding and storytelling are crucial for changing the perception of accounting as a boring profession and showcasing its dynamic nature.

Quotes:

"We have to tell a better story. What made Anderson great is the way that they onboarded people, the way that they ingrained them into what was great about the profession." - Sarah Dobek

"It's the best of times and the worst of times for accounting." - Tom Barry (paraphrasing Charles Dickens)

Watch in video format on youtube here: https://youtu.be/SuOqR21SLB4

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

◣━━━━━━━━━━━━━━━━━━━━◢

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

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

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

View Details

This panel discussion explores where the accounting profession is headed and what it needs to do to remain relevant. The all-star panel includes influencers Daniel Dronsfield, Amy Vetter, Jasen Stine and Andrew Harding.

The experts agree the profession is at an inflection point, with a divide between those embracing change and those resistant to it. Firms unwilling to adapt face potential irrelevance as the workforce ages and talent becomes scarce. Persistent myths like accountants being stuck in the past need debunking.

Successful future accountants will need skills beyond number-crunching, such as communication, strategic thinking, and an entrepreneurial mindset. The panelists urge learning from other industries' client-centric and innovative approaches.

Bold predictions include the rise of accounting for virtual economies, more cross-disciplinary education, the demise of the partnership model, and globalized services delivery.

If granted a magic wand, the panelists wish for raising financial literacy, closing the public's expectation gap on audit failures, and fostering a culture of technology integration.

While tumultuous times loom, the profession's future brims with opportunities for the adaptive. As Stein states: "It's the best and worst time" for accounting.

Key Takeaways:

  • The accounting profession is at an inflection point, with significant changes happening due to technology, changing workforce dynamics, and evolving client needs.
  • Firms and individuals who embrace change and upskill in areas like communication, strategic thinking, and advisory services will thrive, while those resistant to change may struggle.
  • The traditional partnership model and accounting qualifications may undergo significant transformations to adapt to the changing landscape.
  • Increasing financial literacy and understanding the true value of accountants beyond compliance work is crucial for the profession's future.

"If your business model is serving people in volume and you want the 100, 1040 or the 50 a month bookkeeping client, I mean, you're in for a rude awakening because frankly, nobody really does want that." - Jason Stine

"We'll see the emergence of cross-disciplinary accounting degrees, certifications that lend finance and technology with traditional accounting education. The accountants of tomorrow, they'll need to have a very broad knowledge base to navigate the complexities of modern business." - Daniel Dronsfield

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

◣━━━━━━━━━━━━━━━━━━━━◢

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

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

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

View Details

Jeremy Clopton is a governance and leadership expert who works extensively with accounting firms.

Jeremy and Rob delve into the critical topic of governance best practices for successful accounting firms. Jeremy emphasizes the importance of separating governance (strategic decision-making) from operations (day-to-day management). He shares insights on streamlining decision-making processes, delegating authority, and fostering effective communication within partner groups.

Clopton's insights shed light on the common challenges firms face as they grow, including the need for partners to relinquish autonomy and embrace a more structured, business-like approach to governance.

He stresses the importance of clearly defining decision-making authority at different levels within the firm and ensuring that partners understand and buy into the governance model.

Key Takeaways:

  • Differentiate between governance (strategic decisions) and operations (day-to-day management)
  • Clearly define decision-making authority at partner, management committee, and managing partner levels
  • Foster effective communication to keep partners informed and engaged
  • Embrace a business-like approach to governance while maintaining a people-focused culture
  • Align partner compensation with desired behaviors and contributions to firm success

"You can either be running your firm like a business, or you can be running it as nine different firms that all sit under the same roof."

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

◣━━━━━━━━━━━━━━━━━━━━◢

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

View Details

This episode features a panel discussion on the challenges and future of the accounting profession. Panelists include Ed Kless (Sage), Michael Turner (Aladis), Steve Cox (IRIS), and Dan McMahon (Integrated Growth Advisors). They delve into issues like the billable hour model, talent shortages, resistance to change, the role of technology like AI, client advisory services, private equity's impact, and more. The conversation offers insightful perspectives on where accounting is stuck and what kind of transformation is needed.

Panelists:

  • Ed Kless, Senior Director of Partner Development and Strategy at Sage

  • Michael Turner, CEO of Aladis

  • Steve Cox, Business Intelligence Director at IRIS

  • Dan McMahon, Management Consultant at Integrated Growth Advisors

Key Topics:

  • The billable hour as the "cancer" holding back accounting

  • Need to transition to selling knowledge/value instead of time

  • Talent shortage and struggles to attract newcomers

  • Importance of purpose, values, and accountability for great firms

  • Role of change management to drive transformation

  • Predictions on multidisciplinary teams, data-driven audits, advisory services

"Stuck. In a word, stuck...The cancer of the accounting profession is the billable hour and the timesheet." - Ed Kless

"Let's eliminate the annual performance review and instead institute after action reviews...that is the replacement for the timesheet." - Ed Kless

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

◣━━━━━━━━━━━━━━━━━━━━◢

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

View Details

Rob Brown discusses the future of accounting with special guests Davis Bell, Geni Whitehouse, Geoffrey Brown and Jason Blumer. The panel provides insights into the key challenges and opportunities facing accountants, from talent retention and technology adoption to redefining the role of the modern accountant.

The conversation delves into the accounting profession's image problem, with the panel highlighting the need to better communicate the diverse career paths and meaningful work available to aspiring accountants. They also explore the shifts in firm ownership models, the rise of entrepreneurial mindsets, and the importance of accountants embracing a more advisory and future-focused role.

The guests share their predictions for the profession, including the changing talent pool, the commoditization of certain services, and the critical need for firms to integrate technology and business analysis skills. Overall, the episode paints a picture of an industry in flux, but one that holds immense potential for those willing to adapt and lead the charge towards a more dynamic and impactful future for the accounting profession.

Key Takeaways:

  1. The accounting profession is facing a talent pipeline challenge, with a need to better retain and attract the next generation of accountants.

  2. Embracing a more advisory and insight-driven approach is crucial for accountants to remain relevant and add value to clients.

  3. Firms must adapt their ownership models and business structures to meet the needs and expectations of the incoming generation of leaders.

  4. Technology and automation will continue to disrupt the profession, presenting both threats and opportunities for accountants.

  5. Accounting firms should actively seek to integrate business analysis and technology skills into their teams to stay ahead of the curve.

Quotes:

"We need to start talking about what it means to be a finance and accounting professional much earlier, high school, junior high even, because there's a lot of opportunity there." - Geoffrey Brown

"If we can convince some people to keep coming into the profession, I mean, we're going to kill it. We're going to kill it over the next 30 years, I think." - Jason Blumer

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

◣━━━━━━━━━━━━━━━━━━━━◢

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

View Details

Jeff Seibert is the co-founder and CEO of Digits, a modern accounting platform. Jeff and Rob delve into the impact of AI on the accounting profession, exploring its potential to revolutionize the industry while also addressing concerns and misconceptions surrounding this emerging technology.

Jeff explains the fundamental concepts of machine learning and artificial intelligence in layman's terms, emphasizing that AI is not aimed at replacing accountants but rather augmenting their capabilities and freeing them from tedious tasks. He discusses the two main branches of machine learning – generative models like ChatGPT and predictive models – and how Digits is leveraging the latter to automate bookkeeping with an 87% accuracy rate.

The conversation also touches on the importance of data security, collaborative finance, real-time accounting, and the need for accountants to embrace technology to stay relevant and competitive. Jeff's message is one of hope, encouraging accountants to experiment with AI and adopt these tools to enhance their practices and better serve their clients.

5 Key Takeaways:

  • AI is not going to replace accountants; it will elevate the profession by automating tedious tasks and allowing accountants to focus on higher-value activities.
  • Digits is developing AI bookkeeping models that can accurately classify transactions with 87% accuracy, significantly reducing manual labor.
  • Data security is crucial when integrating AI into accounting software, and firms should scrutinize vendors' security measures.
  • Collaborative finance and real-time accounting are the future, enabling accountants and clients to work together seamlessly and access up-to-date financial data.
  • Embracing AI and new technologies is essential for accountants to remain competitive and grow their practices.

"AI is not going to be the death of accounting. Just like the calculator wasn't the death of accounting, the computer wasn't the death of accounting." - Jeff Seibert

◣━━━━━━━━━━━━━━━━━━━━◢

The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

◣━━━━━━━━━━━━━━━━━━━━◢

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

View Details

This engaging panel discussion explored the rapidly evolving landscape of the accounting profession, addressing the challenges, opportunities, and pivotal factors shaping its future. The panelists delved into topics such as technological disruption, changing workforce dynamics, the erosion of public trust, and the critical skills and mindsets required for accountants to stay relevant and indispensable in an era of unprecedented change.

The conversation highlighted the shared responsibility among various stakeholders, including individuals, firms, professional bodies, and technology providers, to drive the profession forward and maintain its ethical integrity. The panelists emphasized the importance of continuous learning, specialization, problem-solving, agility, and client-centricity as key competencies for accountants to cultivate in this transformative period.

Important Takeaways:

  • Continuous learning, specialization, and the ability to adapt to rapid change are essential for accounting professionals to stay relevant and competitive.
  • Fostering a culture of generosity, humility, and curiosity within firms is crucial for driving innovation and empowering the next generation of accountants.
  • Technology, particularly AI and automation, will profoundly impact the accounting profession, necessitating a mindset shift and a willingness to embrace these advancements.
  • Accountants and professional bodies must collaborate to uphold the ethical standards and financial integrity of the profession, regaining public trust through transparency and accountability.
  • Remote work and globalized teams present both opportunities and challenges, requiring a balanced approach that prioritizes talent development, mentorship, and fostering a sense of connection and belonging.

"Innovate or perish. Because honestly, at the end of the day, the reality is we're all consultants, and what's our mindset? How do we adapt to this changing world? We either innovate or we retire." - David Cieslak

"Time is going to become so much less relevant. The minute they offshored and outsourced and didn't put people's time into their time system for that work, pricing on time is ridiculous." - Jennifer Wilson

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

◣━━━━━━━━━━━━━━━━━━━━◢

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

View Details

This is an insightful discussion on the future of the accounting profession, featuring an esteemed panel of accounting industry leaders and experts - Gary Boomer, Val Steed, Sarah Beale, and Bob Lewis.

They delve into the current state of accounting, the need for change, potential threats like AI and automation, the importance of rebranding and improving the profession's perception, the relevance of accounting qualifications, predictions for the profession's future, and more.

The panel acknowledges that while accounting has historically been stable, it's currently facing the most profound changes from all angles - economic shifts, regulatory uncertainties, technological disruptions like AI, and a severe talent shortage.

They emphasize that to remain relevant, the profession must adapt, innovate, improve processes, diversify talent, focus on advisory services, leverage technology intelligently, and most importantly, change its perception among the youth to attract the required talent.

Key Takeaways:

  • The accounting profession is amid a transformative period driven by the accelerated pace of change, AI/automation, increased private equity investments, and changing workforce dynamics. Firms that fail to adapt will struggle to survive.

  • The biggest threat is from entrepreneurs and firms that don't change their mindset from just providing compliance services to becoming strategic advisors understanding and solving clients' core business challenges.

  • Rebranding the profession is crucial to attract diverse, younger talent by changing the perception that it's just number-crunching to showcasing it as an exciting, entrepreneurial career with varied opportunities.

  • Accounting qualifications must continuously evolve with changing business needs, emphasizing skills like communication, ethics, sustainability, and digital proficiency along with technical expertise.

  • Key predictions include greater advisory services adoption, private equity/consolidation, AI-driven automation of routine tasks, and the rise of accounting "big-box" firms offering integrated professional services.

  • It's an opportune time in accounting, presenting transformative prospects for those willing to develop required skills, embrace technology, focus on advisory/consulting services, and be part of steering the profession's narrative.

"There is so much change out there, which means so much opportunity. And I think we've got the opportunity to carve out our profession in a really different way that adds massive value to business, economy, and society, if we get it right." - Sarah Beale

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

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Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

View Details

Rob Brown and Jeremy Clopton discuss work-life balance and productivity in the accounting profession.

Jeremy, a thought leader in the industry, shares his candid views on why traditional work-life balance is a flawed concept and offers a fresh perspective on prioritizing life over work. He emphasizes the importance of defining personal success, setting boundaries, and identifying the right work to focus on rather than falling into the hustle culture trap of merely doing more.

Jeremy's wisdom challenges the notion that more hours equate to greater productivity and encourages professionals to shift their mindset towards quality over quantity. He provides practical tips for leaders and individuals alike to recalibrate their priorities, acknowledge their contributions to the current situation, and make meaningful changes to improve their work-life harmony.

Key Takeaways:

  • Traditional "work-life balance" is a broken concept; it should be viewed as an action verb, "balancing life and work," not a destination.
  • Prioritize life over work; we are replaceable in our vocations but irreplaceable in our individual lives.
  • Define personal success and near-non-negotiables rather than letting others dictate your priorities.
  • Strive for excellence, not perfection, as perfection is unattainable in professional services.
  • Leverage technology to increase efficiency, not just speed, and redefine success beyond merely doing more.

"If you model a life that nobody else wants, then you can't figure out why people don't want to be a partner." Jeremy Clopton

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

◣━━━━━━━━━━━━━━━━━━━━◢

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

View Details

Global leaders and influencers map accounting's bold future! Success strategies for accountants in the global marketplace from leading voices.

In this panel discussion, host Rob Brown brings together knowledgeable guests from the accounting industry to discuss the current state of the profession, the challenges and threats it faces, and make bold predictions about the future of accounting. The panelists include Jeff Gramlich (Managing Director, Validus), Pat Morrell (Co-Founder, iWin), Hitender Patil (Director, Datamatics Business Solutions), Doug Lewis (Director, The Visionary Group), and the host Rob Brown.

The conversation covers various topics, such as the impact of technology, artificial intelligence (AI), outsourcing, private equity investments, talent acquisition, and the evolving role of accountants. The panelists share their insights and expertise, offering diverse perspectives on the industry's transformation and the changes firms must embrace to remain competitive and future-ready.

Key Takeaways:

  • Accounting firms are currently in good financial shape, with many experiencing strong growth and profitability.
  • However, firms face significant challenges in adapting to rapid technological changes, attracting and retaining talent, and transitioning from traditional compliance work to advisory services.
  • AI and automation are poised to revolutionize the industry, enabling firms to increase productivity, reduce burnout, and focus on higher-value services.
  • Private equity investments and consolidation among top firms are expected to accelerate, bringing in professional management teams and driving diversification of service offerings.
  • Successful firms will prioritize client satisfaction, embrace change, leverage global teams and outsourcing, and adopt a mindset of continuous improvement and innovation.

"Accountants are so very needed, but they just can't reach all the masses that they need to reach, right? So I think it's a great flux to be in." - Hitendra Patil

◣━━━━━━━━━━━━━━━━━━━━◢

The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

◣━━━━━━━━━━━━━━━━━━━━◢

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

View Details

This engaging roundtable discussion explores the future of the accounting profession from multiple perspectives. Host Rob Brown is joined by Gary Shamis, Lexy Kessler, Roger Knecht and Calvin Harris to debate whether accountants need to change, examine threats and challenges facing the field, discuss making accounting an attractive career choice, and share bold predictions.

The panel acknowledges accounting is in flux, with technology, staffing shortages, and an increasingly transactional approach reshaping the profession. However, they see tremendous opportunity amid this disruption for those willing to adapt. Private equity investment, offshoring, and new firm models are expected, as well as a continued push to redefine accounting's relevance and enhance the pipeline of emerging talent.

Key Takeaways:

  • The accounting profession is becoming more transactional and less relationship-oriented due to staffing constraints.
  • Poor starting salaries compared to the significant educational investment required is a major threat hindering recruitment.
  • There is a lack of consensus on what modern accounting roles entail, hurting the profession's branding and ability to attract newcomers.
  • Technology skills will be essential for future accountants, but so will an ability to tell compelling stories about accounting's impact.
  • Firms must evolve through potential private equity investment, offshoring, and new operational models to meet changing client and staff expectations.

"The sky isn't falling, it's just we're having to act and move."

  • Roger Knecht

◣━━━━━━━━━━━━━━━━━━━━◢

The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

◣━━━━━━━━━━━━━━━━━━━━◢

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

View Details

Discover how Bob Lewis shapes CPA firm futures with M&A, advisory services and growth tactics. Essential listening for accountants and CPAs

In this episode, host Rob Brown interviews Bob Lewis, CEO of The Vision Group, about major disruptions happening in the accounting industry.

They discuss the key inflection points causing disruption such as aging partners, workforce shortages, emerging technologies, and private equity investments. Bob explains the importance of recognizing these disruptions and taking proactive steps to get "disruption ready".

He shares insights on managing people, improving firm profitability, preparing for leadership transitions, and rethinking service offerings to meet evolving client needs.

Key Takeaways:

  • Aging partners, workforce shortages, and emerging technologies are disrupting accounting firms, requiring changes in strategy.
  • Firms must invest in technology, people, and new service offerings to stay competitive. Lack of investment reduces profitability.
  • Metrics like revenue per professional and realization rates indicate a firm's pricing, profitability, client mix and other performance factors.
  • Future-focused firms are expanding into advisory services beyond compliance work to add value.
  • Staff want vision, training, and empowerment - not just remote work options - to stay engaged.
  • Private equity investments are changing ownership models and bringing new leadership approaches to firms.

Quotable Quotes:

"The disruption is occurring all around them and they can't control it."

"CPA firms, accounting firms, they're becoming consultant agencies."

View Details

Jim Bourke is a thought leader in the accounting profession. Jim and host, Rob Brown, extensively discuss the impact of private equity investments and rapidly evolving technology on the accounting landscape.

Bourke emphasizes the substantial changes brought about by private equity, altering traditional norms of firm acquisitions and augmenting profitability. He also underscores how technology, particularly artificial intelligence and machine learning, is reshaping the profession.

He talks about the demographic shift witnessed in the field with younger, tech-savvy professionals driving change. Additionally, the conversation touches upon the challenges and opportunities faced by firms contemplating mergers and acquisitions.

Bourke offers valuable advice for both junior and senior professionals in the accounting industry to stay relevant and thrive in the face of these sweeping transformations.

Key Takeaways

➯Private equity has permanently changed the accounting profession, affecting acquisitions, firm structure, and revenue models.

➯Technology, such as generative AI, is transforming the way accountants work and offering opportunities for increased efficiency and specialization.

➯Young professionals should view mergers and acquisitions as opportunities for growth and differentiation within the evolving accounting landscape.

➯Successful deals require a period of engagement and cultural alignment, as deals that neglect these factors are more likely to fail.

➯To stay relevant, accountants must embrace change, invest in technology, and adapt to the evolving needs and expectations of clients.

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

◣━━━━━━━━━━━━━━━━━━━━◢

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

View Details

Rob Brown interviews Katie Thomas, a podcasting expert, about the benefits of podcasting for accountants and finance professionals. Katie makes a compelling case for why podcasting is worth the investment of time and resources, even in a crowded space with over 5 million active podcasts.

Katie explains how podcasting helps build relationships and trust with both existing and prospective clients. It establishes you as an expert in your niche and gives you a platform to share valuable insights. Podcasting also generates content that can be repurposed across social media, your website, and other marketing channels.

Katie also offers practical tips for getting started, like batch recording episodes in advance for busy seasons and working with a professional agency so you only have to focus on the recording.

Key Takeaways:

➯ Podcasting builds trust and relationships with your audience.

➯ It establishes you as an expert in your niche.

➯ A podcast spearheads content that can be repurposed across channels.

➯ You don't need millions of listeners to benefit.

➯ Consider hiring an agency to handle production so you simply have to record.

"Podcasting is a way that you can build peri-social relationships. So you don’t have to go out 1 by 1 to all these people listening to your podcast or consuming your content that. your content that’s a byproduct of that podcast, but rather those people, they feel like they know you, they like you, they trust you, but you’re doing it on a mass scale."

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

◣━━━━━━━━━━━━━━━━━━━━◢

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

View Details

Rob Brown interviews Geni Whitehouse, an accountant turned speaker, author, and trainer who helps CPAs make the transition from compliance work to becoming trusted advisors for their clients.

They discuss why technology hasn't replaced accountants, the importance of communication skills for advisors, asking insightful questions, and overcoming the resistance many accountants have to expanding their services.

Geni emphasizes that the future of the accounting profession depends on building deeper relationships with clients by uncovering their goals and turning financial data into meaningful insights.

Key Takeaways:

  • Technology like AI will augment the work of accountants, not replace them. Accountants will be freed up to focus on more strategic insights.
  • Communication skills, especially listening, are critical for advisors. Asking thoughtful questions is key to understanding client needs.
  • Advisors don't impose solutions. They collaborate with clients to develop custom strategies based on their goals.
  • Accountants have invaluable financial knowledge but need to learn to convey it visually for clients.
  • Firms need to help accountants find time for learning and collaboration to expand their advisory skills.

"Technology, is going to be the final liberating force in our lives that allows us to do the stuff that we really want to do."

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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, book your place at the next gathering: https://accountinginfluencers.com/events. Great to build your personal brand and make valuable industry connections in return for a small donation to charity.

◣━━━━━━━━━━━━━━━━━━━━◢

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

View Details

In this insightful conversation, Nicolas Boucher shares his perspective on how artificial intelligence (AI) and tools like ChatGPT are transforming the accounting and finance functions.

He emphasizes that AI will not make these roles obsolete but rather enable professionals to focus on more strategic and value-adding activities. Boucher highlights the importance of embracing technology, learning coding (e.g., Python), and developing communication skills to effectively translate financial insights to non-finance stakeholders.

Key Takeaways:

  • AI and ChatGPT can significantly increase productivity and automation, allowing finance professionals to spend more time on analysis and strategic decision-making.
  • Learning coding languages like Python and leveraging ChatGPT's capabilities can automate mundane tasks and enable more effective data analysis.
  • Communication skills are crucial for finance professionals to effectively translate financial data and insights to non-finance stakeholders and decision-makers.
  • Embracing AI and continuous learning are essential for finance professionals to remain relevant and add value in a rapidly changing business landscape.
  • The future of finance lies in strategic advisory roles, providing insights and guidance to business partners, rather than solely focusing on compliance and reporting.

"The world is going to belong to people that are the best at communicating ideas, not going to belong to the people that have the best ideas." - Nicolas Boucher

◣━━━━━━━━━━━━━━━━━━━━◢

The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

◣━━━━━━━━━━━━━━━━━━━━◢

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

View Details

Marketing expert Jo Edwards brings 35 years of experience to the topic of personal branding for accountants and CPAs in creating industry rockstars in accounting.

Jo shares why building a strong personal brand is critical for standing out and attracting high-quality clients in a competitive marketplace.

Rob and Jo discuss how to build an authentic brand aligned with your interests, the power of microniche expertise, and how to measure your brand's progress.

Jo emphasizes being intentional about developing your brand and using tools like content creation and public speaking to raise your profile. She offers advice for overcoming introversion and making time for branding activities.

Jo argues that amplifying your personal brand is essential for commanding premium fees, generating referrals, fast-tracking your career, and achieving influence in your firm.

Key Takeaways:

  • The "three R's" of personal branding are recognition, reputation, and respect. A strong brand helps you get "paid" through attention, high fees, and referrals.
  • Authenticity is crucial - crafting a brand that's not true to you is hard to maintain long-term. Align your brand with your genuine interests.
  • Consider micro-niche expertise, becoming known as the go-to expert in a very specialized area aligned with your interests.
  • Measure progress by conversions - when target audiences seek you out, invite you to speak, and refer new business to you.
  • Use tools like content creation, public speaking, and networking, but play to your strengths and act within your comfort zone. Seek help from mentors.

"Any accountancy firm that isn't winning more than 80 percent of their new work from referrals is doing something wrong."

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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, book your place at the next gathering: https://accountinginfluencers.com/events. Great to build your personal brand and make valuable industry connections in return for a small donation to charity.

◣━━━━━━━━━━━━━━━━━━━━◢

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

View Details

Steve Cox, Director of Business Intelligence @ IRIS Software Group, shares what works for accountants and CPAs during and post busy tax seasons.

Rob and Steve discuss the international prevalence of busy seasons, and the impact it has on accountants in terms of long hours, stress and mental health.

Steve provides advice for accountants on how to get through busy season and how to reflect afterwards on what went well and what could improve. He emphasizes the importance of long-term planning and strategy, reviewing your client list, and looking at processes and workflows.

Steve also discusses the role of software vendors in supporting accountants during busy season. He predicts that busy season will continue but technology and benchmarking can help smooth out the cycles.

Key Takeaways:

  • Busy season is an international phenomenon, with accountants worldwide facing intense workloads leading up to tax deadlines.
  • Busy season takes a toll on accountants through sleep deprivation, stress, and negative impacts on health and family life.
  • After busy season, accountants should reflect on what went well, what could improve, and what's in their control to change.
  • Long-term planning and strategy is critical rather than just focusing on the short-term. Review your client list and staff wellbeing.
  • Software vendors play a key role in supporting accountants during busy season as an agony aunt and shoulder to cry on.
  • Technology like AI may make compliance tasks easier but won't eliminate busy seasons. Knowledge sharing will help.

"Frazzled is a really good word to describe them because there isn’t much else you can say. It is all those long hours take their toll."

"Is life going to get easier for an accountant? No. Everyone seems to be thinking that AI is either going to come and replace their jobs or make their lives easier."

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

View Details

Welcome to the Accounting Influencers Podcast, dropping every Monday to 40,000 accounting professionals, finance specialists, software vendors, tech providers 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.

For today's show "Ken Schmitt, Founder of TurningPoint Executive Search and 'The Practical Optimist' author, discusses practical optimism tools for accountants in tough times."

In this inspiring episode, host Rob Brown interviews author and executive recruiter Ken Schmitt about cultivating practical optimism. They discuss how leaders can create engaged, empowered teams by trusting employees and giving them autonomy.

Schmitt emphasizes taking "baby steps" to make changes sustainable, whether it's becoming more optimistic personally or reaching big goals professionally. He suggests limiting doomscrolling on social media and following more uplifting accounts instead.

Schmitt also stresses the importance of transparency and open communication when mistakes inevitably happen, noting that optimism enables resilience and perseverance. With tips for improving mental health, nurturing relationships, and achieving work-life balance, this episode provides an optimistic roadmap to start the new year off right.

Overall, Schmitt makes the case that optimism is an attainable mindset, not pie-in-the-sky wishful thinking.

Key Takeaways:

  • Optimism is a mindset and a frame of reference. It's about believing you can make a positive difference, even amidst uncertainty.

  • Leaders who empower and trust their teams create more engagement and satisfaction. Micromanaging squashes innovation.

  • Transparency about company culture and clear communication of expectations helps attract and retain the right talent.

  • Limit doomscrolling on social media. Follow accounts that bring you joy and inspiration instead.

  • Mental health challenges are surmountable. Seeking help is a sign of strength and agency, not weakness.

"If you're too optimistic, you may take big risks that don't pay off. If you're too practical, you won't take many risks at all."

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

View Details

"CEO Richard Kopelman unveils Aprio's massive expansion, secret projects and shares invaluable CPA advice for global accounting success."

Richard Kopelman, CEO and Managing Partner of accounting firm Aprio, shares his personal philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision to have truly global accounting firms.

Kopelman shares how staying positive and persistent has been key to leading Aprio's tremendous growth from $70 million to $450 million in revenue.

He emphasizes the importance of having a well-defined strategic plan and sticking to it, even though growth is never a straight line.

Kopelman also provides insight into transitioning accounting firms beyond traditional partnership structures into more corporate models in order to scale. His vision is to have truly global accounting firms without restrictions.

Throughout the discussion, Kopelman's passion for the profession and commitment to seizing opportunities comes through clearly.

"My personal philosophy is to stay positive and never give up. I'm not very good at taking no for an answer."

Key Takeaways:

  • Staying positive and never giving up has been Kopelman's key to success in leading Aprio from $70M to $450M in revenue.
  • Having a well-defined strategic plan is crucial - you need a North Star even though growth is never a straight line.
  • Firms need to move beyond traditional partnership structures and embrace more corporate approaches to scale.
  • Hiring great people and getting out of their way is his leadership philosophy.

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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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

View Details

"Explore the success journey of Aprio, a Top 30 US Accounting Firm, with CEO Richard Kopelman. Gain insights from overseeing 25+ strategic mergers & acquisitions."

Richard Kopelman, CEO and Managing Partner of Aprio, discusses the exciting transformation and rebranding of HA&W into a global business advisory and accounting firm.

He explores the high demand for accounting services due to changes in business, regulatory requirements, and technology. A key challenge for accounting firms, according to Kopelman, often lies in mindset, with many professionals needing to shift from a risk-averse outlook to a more positive, entrepreneurial one.

He highlights the importance of an inclusive, growing, and nurturing work culture and leveraging technology for business operations, emphasizing the crucial role of data. He shares the hiring strategies of Aprio and discusses the future of the accounting sector, expressing a keen interest in the endless opportunities that constant change brings.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

View Details

Jennifer Warawa is a trailblazer in the accounting world. She's the North American president of a leading firm, a self-made entrepreneur, and even a foster parent. However, her standout achievement isn't just financial—it's a remarkable employee net promoter score (NPS) above 60. Her workplace thrives on purpose, passion, and even a few laughs, like the notorious beanbag chair mishap. Learn how to build a company culture where employees are genuinely happy and engaged.

Dive into the world of digital transformation in accounting firms. Jennifer reflects on a stagnant decade-long conversation. While some firms embrace tech, others lag, widening the gap. Discover why change is crucial for future success and explore the clash between fast-paced tech and the traditional accounting profession. Accountants must offer more value by focusing on higher-level tasks. Discover which firms will thrive and how to attract and retain talent.

Why resist change? Comfort with the status quo or thinking clients are content might be reasons. However, clients may not fully grasp an accountant's value until they experience it elsewhere.

Learn how automation can boost efficiency and allow accountants to focus on high-value tasks.

Jennifer Warawa is a seasoned professional with over two decades of experience in the accounting field. She successfully operated her firm in Canada for half of her impressive career. In the other half, she took on various high-profile global executive leadership roles at Sage.

Jennifer currently holds the esteemed position of President at QuickFee North America, headquartered in Dallas, Texas. QuickFee specialises in cutting-edge financing, online payment, and e-invoicing solutions, primarily catering to professional service firms, particularly in the accounting and legal sectors.

Jennifer's outstanding accomplishments have garnered her a multitude of prestigious honours. She was consistently among the Top 25 Most Powerful Women in Accounting according to the CPA Practice Advisor and the AICPA for an impressive seven-year period from 2013 to 2019. Accounting Today also celebrated her as one of the Top 100 Most Influential People for an impressive nine consecutive years from 2010 to 2018. Furthermore, she stood out as a remarkable talent by being honoured as a member of the "Top 40 Under 40" by CPA Practice Advisor for an impressive six years straight, from 2010 to 2015.

Beyond her illustrious career, Jennifer is renowned as a thought leader. As a keynote speaker, she has graced numerous industry events and business conferences, consistently earning top ratings for her insightful contributions.

On a personal note, Jennifer and her husband, Shane, have been a devoted foster parent since 2014. Their home has been a haven for 11 children, ranging in age from 6 to 18, exemplifying their deep commitment to making a positive impact in the lives of others.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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. ◣━━━━━━━━━━━━━━━━━━━━◢

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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

View Details

The Art of Saying No & Other Productivity Strategies with Mark Fritz

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.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

View Details

Rob Brown interviews Marina Koijmans, a talent and workplace expert, on the topic of talent management and upskilling in the accounting profession. Marina begins by explaining the challenges of talent management in today's rapidly changing world. She highlights the importance of reskilling and upskilling due to the ever-changing marketplace and the need for organizations to adapt and stay relevant. She mentions that technology-driven change and innovation are key drivers of this need for new skills.

The conversation then shifts to the perception of accountants as not traditionally being associated with innovation. Marina acknowledges this but emphasizes that the accounting profession is also evolving and recognizing the importance of upskilling and change. She explains that accountants need to acquire not only technical skills but also digital skills and advisory skills to meet the changing needs of customers.

Marina introduces the concept of a skill strategy and explains that organizations need to focus on skills rather than job descriptions. She mentions the importance of internal mobility and how it allows employees to develop new skills in different environments. She also highlights the benefits of international mobility, as it provides opportunities to learn from different cultures and enhance career growth.

The conversation then delves into the various skills and competencies that should be part of any skill strategy or framework. Marina outlines five skill groups: technical skills, digital skills, advisory skills, leadership skills, and human skills. She emphasizes the importance of leadership, storytelling, problem-solving, ethics, integrity, and effective communication in the accounting profession.

Rob and Marina discuss the challenges faced by accountants in upgrading their skills. Marina acknowledges that many accountants feel comfortable with their current knowledge and are hesitant to step out of their comfort zones, particularly when it comes to human skills. However, she highlights the importance of continuous learning and personal development to stay relevant in a changing landscape.

The conversation concludes with Marina discussing different learning approaches and methods. She mentions the use of blended learning, including classroom training, e-learning, and audio books. Marina emphasizes the need for individuals to take responsibility for their own learning and development.

Overall, this episode of the Accounting Influencers podcast provides valuable insights into the challenges and importance of talent management and upskilling in the accounting profession. It highlights the need for accountants to adapt, develop new skills, and embrace continuous learning to succeed in a rapidly changing industry.

Marina Kooijman is the Chief People Officer at HLB, based at the Executive Office in London. In this pivotal role, Marina spearheads the development and execution of HLB's comprehensive people strategy, driving the organization towards innovation and inspiration. She is deeply committed to fostering a vibrant corporate culture rooted in HLB's core values and purpose.

Marina firmly believes that nurturing talent and cultivating a diverse, inclusive environment, where every individual feels secure, valued, and respected, is the key to achieving business success and sustainable growth.

Before joining HLB International, Marina garnered a wealth of experience working with renowned international firms such as Deloitte and PwC, both in the Netherlands and across borders. Her extensive background in talent management positions her as a seasoned professional in her field.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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.

◣━━━━━━━━━━━━━━━━━━━━◢

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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

View Details

Rob interviews Jeff Gramlich from Validis. They discuss various topics related to the accounting profession and the role of technology in driving efficiency and quality. Jeff shares insights on the paradigm shift towards data-driven audits and the impact of technology on the industry. They also explore the challenges of attracting and retaining talent in the accounting profession. Jeff highlights the difference between good and great accounting firms and the importance of technology adoption in staying ahead. They also touch on the future of the profession and the exciting opportunities that lie ahead. Tune in to this episode to gain valuable insights and perspectives on the accounting profession and the role of technology in shaping its future.

Jeff is a seasoned CPA with over 40 years of experience in the accounting industry, having started his career at Arthur Young & Co. He holds a CITP certification and has made significant contributions to the US accounting sector. Notable highlights include his role as President & CEO of the Small Firm Services business unit at CCH and serving as President of AccountantsWorld. Jeff is deeply committed to enhancing the industry, from streamlining everyday workflows to elevating overall quality standards. In his current role at Validis, he is at the forefront of leveraging technology for audit processes and establishing key strategic partnerships to bring cutting-edge ideas and solutions to the market.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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.

◣━━━━━━━━━━━━━━━━━━━━◢

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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

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Rob Brown interviews Chirag Shah, the founder and CEO of Nucleus Commercial Finance, a UK-focused lender.

Chirag discusses the challenges and opportunities in the financial space, particularly in lending and funding. He also talks about the importance of financial analysis and forecasting for businesses, emphasizing the need for businesses to understand their cash flow and plan effectively.

The interview highlights the role of accountants and advisors in helping businesses make sound financial decisions and navigate uncertain economic conditions.

Chirag Shah is the founder and CEO of Pulse, a visionary platform that empowers businesses, accountants, and business advisors with a tailored dashboard showcasing vital statistics and trends. With over two decades of experience in financial services, Chirag has consistently demonstrated his expertise. In 2011, he pioneered the establishment of Nucleus, a renowned alternative finance entity, offering flexible and personalized financial solutions for SMEs, regardless of their industry or growth stage.

Recognizing the pressing economic challenges UK SMEs face, Chirag introduced Pulse in October 2022, a groundbreaking platform harnessing the power of AI for in-depth financial analysis, benefitting both businesses and accountants. Chirag's mission extends beyond enhancing the UK's business landscape; he is dedicated to assisting SMEs in honing their data comprehension skills to chart a path to success. Chirag's expertise encompasses the significance of forecasting, the key elements that constitute effective forecasts, and the selection of the proper forecasting tools.

His vision for Pulse revolves around transforming it into a comprehensive forecasting tool, addressing the challenges SMEs encounter, elucidating Pulse's role, and exploring the far-reaching implications of AI in this context.

For more information about Nucleus, visit https://nucleuscommercialfinance.com/

To learn more about Pulse, https://mypulse.io/

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

View Details

Understanding the Vendor-Accountant Relationship and the Future of Events in Accounting

In this episode of the Accounting Influencers Podcast, host Rob Brown conducts an in-depth interview with Seth Feinberg, author of the Feinberg Review. They discuss the evolving relationship between tech vendors and accountants, including the trust issues and the need for vendors to better understand accountants' needs. Seth highlights the role of events for vendors to directly communicate with their target market. The conversation covers how vendors can build more meaningful relationships with accountants, the future of accounting events, and how the profession can evolve with these changes.

Seth Fineberg is a seasoned accounting industry consultant and Content Strategist with an impressive track record spanning over 30 years. His extensive career has primarily revolved around shaping the evolution of the accounting profession. Seth's notable roles include serving as the Technology Editor at Accounting Today and leading AccountingWEB's US team.

In his current venture, Accountants Forward, Seth is dedicated to driving progress within the accounting profession by curating high-quality, practical, and valuable content. He takes on various roles in content creation and execution, including articles, podcasts, webinars, white papers, and live events.

For those seeking valuable insights and updates, Seth offers a Free Weekly newsletter on his website. He is also a recognized contributor to prominent publications such as CPA Trendlines, Karbon Magazine, Accounting Today, and The Woodard Report.

Seth's expertise lies in two key areas: (1) fostering strong vendor-accounting relationships and (2) orchestrating successful events, marketing strategies, media outreach, and garnering attention in the accounting industry.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

YouTube CTA

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Rob Brown welcomes Stuart Pedley-Smith, Chief Learning Officer at Kaplan Financial, to discuss the evolving landscape of qualifications and their relevance in today's finance and accounting profession. Stuart, with over 25 years of experience in accountancy education, shares insights into the changing roles of finance professionals, emphasizing the need to adapt to technological advancements. The discussion explores the importance of maintaining core principles while incorporating new tools and technologies in qualifications. Stuart also highlights the role of technology in reshaping the profession and the potential for technology-based assessments. Overall, the episode delves into the challenges and opportunities facing finance professionals in a rapidly evolving industry.

Stuart Pedley-Smith, a certified accountant, has dedicated his career to professional education. As Kaplan's Head of Learning, he shapes the company's education strategy, advocates best practices, and fosters a culture of learning. With over two decades of teaching accountancy students, Stuart's insights culminated in his book on examinations. His expertise informs engaging talks, a monthly blog, and podcasts on exam success. Stay tuned for Season 4 of the Kaplan Learn Better Podcast, and explore his insightful blogs:

Kaplan Learn Better Podcast (Season 4 coming soon):

https://kaplan.co.uk/learn-better-podcast

Kaplan Learning Blog (General Kaplan Blog):

https://kaplan-learning.com/blog

Pedley-Smith Blog (Exploring evidence-based learning and exam success):

https://pedley-smith.uk/

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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.

◣━━━━━━━━━━━━━━━━━━━━◢

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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

YouTube CTA

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Des O'Neil shares his insights on helping accountants and bookkeepers realize their full potential and make a real impact on their clients. He emphasizes the importance of finding joy and passion in one's business and highlights that it's never too late to change direction for better results. Des also discusses the difference between authentic influencers and those who may not provide genuine value. Simplifying business and life comes down to clarity and understanding what you want, setting boundaries, and consistently delivering value to clients.

Des O'Neil, an experienced accountant on a mission to help you rapidly boost your firm's profitability while reducing stress. With a unique blend of technical expertise and a passion for creating sustainable businesses, Des is not just an accountant; he's a transformational force.

In a world filled with constant deadlines and regulatory challenges, Des understands the struggles accountants face, from attracting and retaining the right staff to dealing with less-than-ideal clients. He's been there, and he has the solutions.

With over 15 years of experience and a proven track record, Des has worked with thousands of firms, developing ProfitPro and the Winning Firm Workshop. If you're ready to achieve a more profitable and rewarding accounting business, Des O'Neil is here to guide you.

Learn more at https://theprofitpro.com/ and discover the better way to run your accounting business with Des O'Neil.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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.

◣━━━━━━━━━━━━━━━━━━━━◢

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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

YouTube CTA

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We have the honor of hosting Sarah Ghosh, the President of CIMA (Chartered Institute of Management Accountants). Sarah provides insights into the dynamic world of management accounting and its relevance in today's business landscape.

With a diverse membership representing various roles and industries, CIMA is at the forefront of shaping the future of finance professionals. Sarah discusses the evolving responsibilities of accountants, from embracing technology and sustainability to promoting inclusion within the profession.

The conversation delves into how technology, including AI and machine learning, is transforming the way accountants work and make decisions. Sarah emphasizes the importance of agility and staying updated with technological advancements.

Sustainability is another key focus, with Sarah highlighting the role of accountants in addressing sustainability challenges and aligning with regulations and frameworks. She discusses the ethical considerations related to data and the profession's responsibility in promoting sustainable practices.

Inclusion is a topic close to Sarah's heart, and she shares her involvement in initiatives like CIMA Women in Leadership, aiming to create a more inclusive accounting profession.

The episode offers a comprehensive look at the evolving roles and responsibilities of accountants, providing valuable insights for both current and aspiring finance professionals. Join us for an engaging conversation on the future of the accounting profession with Sarah Ghosh.

Sarah Ghosh is an accomplished finance and IT professional with a keen interest in the transformative power of technology within the business landscape. With a particular fascination for AI and Quantum technologies, Sarah is dedicated to understanding how these innovations are reshaping industries and accelerating decision-making processes.

Throughout her career, Sarah has garnered extensive experience and expertise, allowing her to work effectively at the C-suite level across various sectors. Her unique blend of financial acumen and IT proficiency positions her as a valuable asset in the rapidly evolving business world.

Sarah's true value lies in her ability to provide insights and practical knowledge during board discussions. In an era marked by economic, geopolitical, and environmental challenges, she brings a wealth of experience to the table, enabling her to inform and influence strategic decisions effectively.

Passionate about the implications of technology on value creation, customer experiences, and social and environmental impacts, Sarah Ghosh is a forward-thinking professional dedicated to driving positive change and innovation in the corporate world.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

YouTube CTA

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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.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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.

◣━━━━━━━━━━━━━━━━━━━━◢

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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

YouTube CTA

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Rob Brown were joined by a true visionary in the world of finance and entrepreneurship, Adam Lean.

Adam Lean's journey from accountant to two-time entrepreneur is nothing short of remarkable. He's built, scaled, and successfully sold two businesses, all while honing his expertise in financial management. Today, he's the driving force behind The CFO Project, a training company that equips financial professionals with the skills to provide outsourced CFO and business advisory services.

Join us as we dive deep into the world of accounting and entrepreneurship with Adam Lean. In this episode, we explore what clients genuinely seek from their accountants and strategies for growing your practice without increasing your workload. We delve into assessing your readiness to provide business advisory services and discuss how to attract new clients through these offerings. Additionally, Adam shares insights on maximizing value by upselling business advisory services to existing clients, effective pricing strategies for these invaluable services, and the critical transition from a time-for-money model to achieving true business ownership.

Adam Lean is a dynamic individual with a background as a former accountant turned successful entrepreneur, having built, scaled, and sold two businesses. However, his true passion lies in teaching and empowering other business owners. Recognizing the importance of financial success and peace-of-mind for entrepreneurs, Adam is dedicated to providing valuable tools and resources to help them make informed decisions, increase profitability, and achieve a sense of security in their endeavors. Through his expertise and experience, he strives to make a positive impact on the lives of business owners, guiding them towards greater prosperity and fulfillment.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

YouTube CTA

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Rob Brown has the the privilege of hosting Richard Francis, the visionary Founder and CEO of Spotlight Reporting. As a global business intelligence software company dedicated to serving accounting firms and CFOs, Spotlight Reporting has been at the forefront of transforming the accounting profession. Richard takes us on a journey through his personal and professional evolution, from his early days in accounting to the pivotal moment when he saw the need for revolutionary reporting, forecasting, and consolidation tools.

Richard's passion for driving change in the accounting landscape shines through as he discusses Spotlight Reporting's mission: to empower accountants and CFOs to provide meaningful, value-added services. He emphasizes the importance of advisory services, a topic often overshadowed by compliance, and shares his vision of accountants as catalysts for profound change in their clients' lives.

The conversation delves into the recent survey conducted by Spotlight Reporting, revealing fascinating insights into accountants' readiness to embrace transformation and the shift towards more advisory-focused services. Richard's intellectually curious nature and commitment to innovation shine through as he explores the evolving role of technology, artificial intelligence, and the changing dynamics of hiring in the accounting profession.

This episode is a must-listen for anyone interested in the future of accounting and the incredible opportunities it offers in a rapidly changing world. Join us as we embark on a journey of discovery, uncovering the exciting prospects that lie ahead for accountants and CFOs alike.

Richard Francis is the visionary founder and CEO behind Spotlight Reporting, a global business intelligence software company catering to the needs of accounting firms and CFOs. Since its inception in 2011, Spotlight Reporting has grown to include over 50 dedicated professionals spread across Australia, the UK, Canada, the US, and New Zealand. Today, it proudly serves as the trusted tool for over 2,000 forward-thinking firms, impacting over 100,000 businesses each month. Notably, Spotlight Reporting has garnered numerous prestigious awards, solidifying its position as a multi-award winner in the industry.

Before his remarkable journey with Spotlight Reporting, Richard served as a General Manager at Xero from 2012 to 2014. His expertise in software development led to the successful acquisition of his own software business in 2012. Prior to venturing into the tech world, Richard began his career as a Chartered Accountant, honing his skills at a prominent firm. He later embarked on a transformative journey to the UK, where he spent four enriching years.

Upon returning to New Zealand in 2001, Richard and his wife, Julie, embarked on an entrepreneurial path, establishing a 'boutique' advisory practice. This endeavor focused on delivering Virtual CFO and strategic services, further enriching Richard's extensive and diversified background in the accounting and software industries.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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.

◣━━━━━━━━━━━━━━━━━━━━◢

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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

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Martin Bissett featuring Gordon King from The World of Twist, the conversation delves into the intersection of creativity and accounting in the music industry. Gordon King shares insights into the rise and fall of The World of Twist, a band he co-founded, shedding light on the financial dynamics within the group. As creative professionals navigating the music scene, the band members initially had little business acumen and entrusted their manager with handling finances. Gordon reflects on the naivety and excitement that often accompany young musicians signing major record deals, highlighting the importance of understanding contracts and financial arrangements in the music business. The discussion provides a fascinating glimpse into the challenges faced by creative individuals when dealing with the business side of their careers.

World of Twist was an English indie pop band formed in Sheffield in 1985, experienced various lineup changes throughout history. The band's original lineup featured James Fry (vocals), Andrew Hobson (bass guitar), Gordon King (guitar), Tony Ogden (drums), Rory Conolly (saxophone), Nick Phillips (organ), and Andy Robbins (synthesizer). After disbanding, a new lineup emerged in Manchester in 1986.

While the band gained attention for their live shows and radio sessions, their debut album, "Quality Street" (1991), didn't receive significant critical or commercial success. Despite not touring North America, "Sons of the Stage" succeeded in Toronto and New York. Creative differences and Ogden's decision to stop singing contributed to the band's dissolution in 1992.

QUATERMASS III is the pilot recording of this exciting project that came from the minds behind World of Twist, Earl Brutus, and The Dials. Presented by The Ministry of Light Entertainment in collaboration with the British Experimental Rocket Group and Science Monthly, QUATERMASS III promises to be a unique and groundbreaking musical endeavour.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

View Details

Join host Rob Brown on this captivating episode of the Accounting Influencers Podcast as he dives deep into the entrepreneurial mindset with special guest Nathan Hirsch. Nathan, a lifelong entrepreneur, is renowned for his unique focus on the often overlooked but vital aspects of entrepreneurship: bookkeeping and hiring. As the mastermind behind EcomBalance/AccountsBalance and Outsource School, Nathan has a wealth of wisdom to share about his journey and insights.

Nathan's entrepreneurial journey began with co-founding FreeUp.net in 2015, starting with a modest $5,000 investment. Listen as he recounts how he transformed this venture into a remarkable success story, scaling it to an impressive $12 million in yearly revenue before it was acquired in 2019. As a true testament to his expertise, Nathan continues to lead EcomBalance/AccountsBalance, a monthly online bookkeeping service tailored for eCommerce and digital businesses, and Outsource School, a membership platform dedicated to teaching business owners the art of effective online hiring.

With over 700 podcast appearances under his belt, Nathan brings his wealth of experience and knowledge to this episode. Delve into discussions about entrepreneurship, his worst moments, and pivotal lessons learned along the way. Explore the fascinating dynamics of selling a business, the due diligence process, and the factors that led Nathan to make such a monumental decision.

Discover Nathan's valuable insights into team management, remote Virtual Assistants (VAs), and tips for comprehending your business financials better. Gain exclusive insights into the inception and growth of FreeUp, the keys to its remarkable success, and the nuances of selling a business. Nathan's expertise also extends to his insights on the importance of delegation, hiring strategies, and common hiring pitfalls that entrepreneurs should be aware of.

Nathan shares his motivation behind starting Outsource School and EcomBalance, providing valuable insights into hiring distinctions, preferred hiring sources, and the significance of financial knowledge for business owners. As Nathan emphasizes the importance of financials in both operating and selling a business, he also shares his vision for the future of EcomBalance.

Don't miss this enlightening episode as Nathan Hirsch and Rob Brown uncover the entrepreneurial mindset, valuable lessons, and strategies that shape the landscape of successful businesses. Tune in for an engaging conversation that offers actionable takeaways for both aspiring and seasoned entrepreneurs alike.

Follow Nathan Hirsch on LinkedIn for more insights and updates on his entrepreneurial journey.

Nathan Hirsch, a lifelong entrepreneur, focuses on vital yet often overlooked aspects of business like bookkeeping and hiring. He owns EcomBalance/AccountsBalance and Outsource School. Known for co-founding FreeUp.net with a $5,000 investment, scaling it to $12M in yearly revenue, and selling in 2019, Nathan now leads EcomBalance/AccountsBalance and Outsource School. He's a featured guest on 700+ podcasts and can be found on LinkedIn.Links and Other Info

Personal Social Media:

● Facebook: https://www.facebook.com/nathan.hirsch/

● Instagram: https://www.instagram.com/realnatehirsch/

● Linkedin: https://www.linkedin.com/in/nathanhirsch/

Business Social Media Links:

EcomBalance

● Facebook: https://www.facebook.com/ecombalance/

● Instagram: https://www.instagram.com/ecombalance1/?hl=en

● Linkedin: https://www.linkedin.com/company/ecombalance/

Accounts Balance

● Facebook: https://www.facebook.com/accountsbalance1

● Instagram: https://www.instagram.com/ecombalance1/?hl=en

● Linkedin: https://www.linkedin.com/company/accountsbalance

Outsource School

● Facebook: https://www.facebook.com/outsourceschool1

● Instagram: https://www.instagram.com/outsourceschool/

● Linkedin: https://www.linkedin.com/company/outsourceschool/

Company Links:

● https://www.outsourceschool.com

● https://www.ecombalance.com

● https://accountsbalance.com

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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.

◣━━━━━━━━━━━━━━━━━━━━◢

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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

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In this episode, we are joined by Paul Barnhurst, an experienced financial planning and analysis (FP&A) professional. Paul shares his expertise in differentiating accounting from FP&A, highlighting how FP&A brings a forward-looking finance lens to guide strategic decision-making. Discover the critical role FP&A plays in budgeting, forecasting, and partnering with business leaders. Paul also sheds light on the essential social skills that complement technical expertise and elevate FP&A professionals as valued partners within organizations.

Distinguished as "The FP&A Guy," Paul Barnhurst boasts an illustrious career spanning over a decade in the finance landscape. His remarkable journey includes pivotal roles at industry titans like American Express and Solera, culminating in his current role as the visionary force behind a thriving FP&A consulting firm.

An esteemed influencer within the FP&A community, Paul's passion lies in sharing his invaluable insights and extensive expertise. His active presence on LinkedIn sparks vibrant discussions, while his thought-provoking webinars and training sessions empower finance professionals globally.

Paul's commitment to knowledge dissemination extends to his engaging podcast initiatives. The "FP&A Today" podcast, available on Spotify, provides a platform for in-depth explorations of financial planning and analysis. Additionally, his "Financial Modeler’s Corner" podcast showcases his prowess in simplifying intricate financial modeling concepts.

As the founder of "The FP&A Guy," Paul not only embodies the fusion of passion and proficiency but also exemplifies his dedication to fostering growth and innovation within the finance domain. His contact details, readily available for those eager to connect, reflect his genuine enthusiasm for forging meaningful relationships and sharing his wealth of wisdom. Website: thefpandaguy.com

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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.

◣━━━━━━━━━━━━━━━━━━━━◢

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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

View Details

In this episode, Terrell Turner, an accounting professional, shares his career journey from technical accounting to launching his own firm. He highlights the evolving role of accountants, shifting from working in the background with numbers to taking the front line in driving business decisions and influencing organizations.

Terrell emphasizes the importance of accountants becoming entrepreneurs and business owners, engaging in conversations about overall business strategy to add maximum value to their clients. He discusses the power of building influence within the accounting industry, especially through content creation, to enhance career prospects and ease interactions with non-accountants. Terrell also delves into the importance of niche specialization for accounting firms, sharing his experience in finding the right fit by focusing on law firms, which aligns with their staff capabilities and offers stable clientele. Through strategic networking, Terrell's firm has become recognized in the American Bar Association, illustrating the value of a targeted approach to building a successful accounting practice.

Terrell Turner is a trailblazing figure in the accounting world, recognized as the CEO of a prestigious accounting firm and a 40 Under 40 Black CPA. As a double-time Top 20 global finance influencer, his impact is profound and far-reaching.

At the helm of a New York Times-acknowledged accounting firm, Terrell leads a team dedicated to offering meticulous bookkeeping and CFO services, with a specialized focus on serving law firms.

Terrell's influence extends beyond his firm. He hosts engaging podcasts that unravel the intricacies of finance for business owners, translating complexities into actionable insights. An accomplished speaker, he effortlessly simplifies accounting and finance, leaving a lasting impact on stages and screens alike.

Terrell Turner's commitment to demystifying finance is reshaping the industry, making him an inspiration to professionals and entrepreneurs alike.

Website: www.TLTurnerGroup.com

Facebook - https://www.facebook.com/terrell.turner.7

Linkedin - https://www.linkedin.com/in/terrellturner/

Instagram - https://twitter.com/Biztalklibrary

Youtube - https://www.youtube.com/@stuffyouraccountantisnttelling

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers 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.

◣━━━━━━━━━━━━━━━━━━━━◢

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

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.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.

https://www.linkedin.com/in/therobbrown

View Details

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, 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.

Youtube

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

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 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.

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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:

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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, Steven Hoffman delves into the dynamic changes taking place in the accounting industry driven by cloud-based technology and advisory services. He emphasizes the significance of controllership, providing real-time financial information, and becoming a business coach to clients through advisory roles. The pandemic has accelerated the adoption of cloud-based solutions, transforming the way businesses operate and how accountants offer their services. Steven discusses the increasing importance of controllership, understanding economic realities, and translating them into actionable insights for clients. The debate over the necessity of credentials in accounting is also explored, with a focus on the value accountants bring through advisory expertise and modern tech tools. As the industry continues to evolve, accountants are moving towards value-based pricing and providing customized services that address the specific needs of businesses, ushering in a new era of financial consulting and forward-looking strategic planning.

Youtube

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Steven Hoffman is the entrepreneurial mind behind multiple successful ventures. From founding a non-profit at 15 to co-founding a software company in India, he has been driving innovation throughout his career.

As the COO of Woodard, Steven empowers accounting professionals nationwide to modernize and standardize their practices for business success. Additionally, he runs Mavergy, providing executive advisory services for growing businesses.

Passionate about leadership, Steven believes we need self-aware, empathetic, and courageous leaders now more than ever, unafraid of change. With expertise in various topics, including CAAS, he captivates audiences with his insights and inspiration.

Connect with Steven on LinkedIn: https://www.linkedin.com/in/thinkstevethink/ and witness his impactful journey of leadership and innovation.

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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

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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, Adam Lean delves into the challenges accountants encounter in their quest to increase their income and the struggle to break free from being perceived as mere commodities. He emphasizes the need for accountants to transition into trusted advisors for small and medium-sized businesses, guiding them towards success and growth. Traditionally, accountants have been focused on recording the past, but Adam argues that they hold the potential to become forward-focused advisors, helping their clients make informed decisions for a thriving future. He stresses the importance of building trust with clients, providing clear and actionable advice, and understanding the unique needs of each business owner. By doing so, accountants can elevate their value and shake off the shackles of being seen as interchangeable entities, paving the way for a more fulfilling and prosperous profession.

Youtube

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Adam Lean is a dynamic individual with a background as a former accountant turned successful entrepreneur, having built, scaled, and sold two businesses. However, his true passion lies in teaching and empowering other business owners. Recognizing the importance of financial success and peace-of-mind for entrepreneurs, Adam is dedicated to providing valuable tools and resources to help them make informed decisions, increase profitability, and achieve a sense of security in their endeavors. Through his expertise and experience, he strives to make a positive impact on the lives of business owners, guiding them towards greater prosperity and fulfillment.

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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...

View Details

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, Okorie Ramsey discusses her role and responsibilities as part of the global board supporting approximately 700,000 members worldwide. She highlights three priorities: driving innovation, instilling integrity in sustainability areas, and supporting the next generation of accountants. Ramsey emphasizes the importance of leveraging technology, such as AI, to advance the profession and attract top-tier talent. She also addresses challenges in the pipeline of accounting professionals, including birth rates, education costs, and unclear career paths. Ramsey advocates for diversity in the profession and building bigger tables to accommodate different perspectives.

Youtube

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Okorie Ramsey is a distinguished finance and accounting professional with a rich and impactful career. He has made significant contributions to the American Institute of Certified Public Accountants (AICPA) through various volunteer roles, including serving on the AICPA Board of Directors and the Association Board of Directors. Currently, at Kaiser Permanente, Ramsey holds a crucial position overseeing SOX and Model Audit Rule compliance, ensuring effective internal controls over financial reporting for the integrated healthcare enterprise. With 14 years of experience at Kaiser Permanente, he has held diverse roles, including Vice President, Finance Compliance Officer, and Director of Sarbanes/Oxley and Financial Governance. Ramsey's passion for mentoring, demonstrated by his involvement with the National Association of Black Accountants and his role as an adjunct professor, reflects his commitment to fostering growth in others.

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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...

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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 the latest episode of the Accounting Influencers Podcast, Randy Johnston shares insights from his experience at AICPA Engage. The event was abuzz with discussions around artificial intelligence (AI), with several major players in attendance. Randy highlights the significance of the event, including the 40 under 40 influencer meeting and the recognition of the most powerful women in accounting. He mentions engaging conversations with CEOs and CTOs, delving into product strategies and insights. Over the years, the focus of the event has shifted from low-level technology to management strategy, reflecting the fast-paced changes in the industry. Randy also addresses concerns about independence in the profession, undisclosed relationships, and the impact of private equity acquisitions on operations and support. He emphasizes the importance of independent advisors and the need for transparency in the industry.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Randy Johnson is a seasoned finance and accounting professional with an impressive 20 years of experience in the field. With a strong background in credit and collections spanning 10 years, Randy has honed his skills in effectively managing financial transactions and mitigating risks. For the past decade, Randy has focused on accounting, taking on diverse projects and assignments as a Salaried Professional consultant for Robert Half, Inc. Throughout this time, Randy has gained valuable expertise in various accounting areas, including sales and use tax, property tax, Sarbanes-Oxley auditing, and general ledger accounting. With a comprehensive understanding of financial processes and regulations, Randy brings a wealth of knowledge to his roles and consistently delivers accurate and reliable results.

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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...

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Join us as we chat with Steve Cox and the IRIS team about the exciting developments at Accountex 2023. Discover how IRIS is taking the lead in providing answers and solutions for accountants. From the expansion of the event to the impressive IRIS stand, it's clear that Accountex is the place to be. As head of Insights, Steve shares valuable insights into the future of the accounting and bookkeeping profession. He discusses the talent gap, the evolving role of bookkeepers, and the increasing adoption of cloud technology. Steve also highlights the importance of clear messaging and the challenges accountants face in navigating the abundance of options. We then hear from Karen Williams, the interim managing director of IRIS' accountancy division, who emphasizes the significance of strategic partnerships and the focus on providing customers with a seamless transition to the cloud. Lastly, we dive into the revolutionary IRIS Elements platform with JP and Emma. They discuss the customizable nature of Elements, catering to accountants at different stages of their cloud journey.

Guest Bio

IRIS is a leading provider of software and services that drive efficiency and improve business processes, ultimately transforming the way people work. Their comprehensive solutions cater to professionals in accountancy, education, payroll, HR, and finance, helping them tackle crucial operational challenges. Whether it's ensuring accurate tax submissions, facilitating timely payments, enhancing work experiences, or fostering effective communication with schools, IRIS empowers its customers to save time, money, and effort, while achieving accuracy on the first attempt. With a history spanning 45 years, IRIS has grown to become a trusted partner for over 100,000 customers in 135 countries, serving diverse industries such as accountancy, education, and business

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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.

On this episode of the Accounting Influencers Podcast, we are joined by Hannah Munro. She emphasizes the importance of seeing transformation as an ongoing journey in the finance industry. Hannah, as a consultant, works with fast-growing businesses to reorient their processes, people, and technology to create an automated finance team. She discusses the challenges of transformation projects and highlights the need for clear objectives and measurable success metrics. Hannah emphasizes the significance of technology, process adaptation, and accurate data management for successful transformations, urging businesses to embrace change to stay relevant in the dynamic finance landscape

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Hannah Munro is the Managing Director of itas, a Financial Transformation consultancy specializing in Sage technologies. With a passion for helping finance teams and businesses, Hannah and her team provide personalized solutions to reduce month-end close time, implement real-time reporting, automate purchasing processes, and more. Hannah also hosts the CFO 4.0 podcast, offering actionable advice and inspiration for CFOs and finance leaders. To learn more about Hannah and itas, visit itassolutions.co.uk. Reach out for virtual coffee and discussions on financial transformation and technology.

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/

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In this Accounting Influencers Podcast episode at Accountex 2023, Rob Brown interviews the FYI software team. They discuss their busy and engaging experience at the event, their passion for the product and its continuous development, and their strategic approach to penetrating the UK market. The FYI team emphasizes the importance of building relationships with clients, their focus on onboarding and data migration, and their commitment to delivering value and improving practices for accountants.

Guest Bio

FYI is a dynamic and forward-thinking business that has been dedicated to revolutionizing document management and process automation for accountants since 2016. With a strong focus on cloud-based technology and advanced productivity tools, FYI strives to deliver unparalleled efficiency to accountants worldwide. Based in the East End of Adelaide, South Australia, FYI operates with a growing team that works remotely across Australia, New Zealand, and the UK. Passionate about innovation and providing cutting-edge solutions, FYI is committed to transforming the way accountants work and streamline their operations.

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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 Jim Bourke shares insights on growing accounting firms through advisory services. He emphasizes the ever-changing nature of the profession and the importance of embracing technology as the driving force behind advisory practices. Jim discusses the need to align technology infrastructure with advisory goals, highlighting the selection of best-of-breed technologies and the impact of legacy systems on transformation. He emphasizes the role of accountants as trusted advisors and explores various advisory verticals such as outsourced accounting, transaction advisory, and cybersecurity. Jim encourages firms to hire experts in specialized fields and create dedicated teams to drive growth in advisory services. He also challenges traditional partnership models, suggesting that non-accounting professionals should have pathways to partnership to support the evolving nature of the profession.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Jim joined DGA Group in April 2008, bringing with him extensive experience in the construction industry. With over 30 years of experience as a Quantity Surveyor and Operations Director, he has worked on a variety of projects in sectors such as industrial, retail, residential, hospitality, healthcare, and civil engineering. Jim has expertise in dispute resolution and interim commercial management, representing both clients and contractors. As the Group Managing Director, he oversees the coordination of the company's activities and explores new business ventures.

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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...

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Join Rob Brown, the host of The Accounting Influencers Podcast, as he engages in insightful conversations with three industry experts from FreeAgent at Accountex 2023. Gem Malek, Tony Stevenson, and Dave Norwell share their experiences, perspectives on company culture, and their excitement for the future of the accounting landscape. Gem Malek provides valuable insights into her role at FreeAgent, the conversations she has with visitors, and the vibrant company culture. Tony Stevenson highlights FreeAgent's dedication to supporting small businesses and their efforts in obtaining grants for startups. Dave Norwell discusses common visitor inquiries, challenges in the market economy, and the importance of measuring ROI at Accountex.

Guest Bio

From its humble beginnings of late nights coding and early morning coffee runs, FreeAgent has experienced significant growth and evolution. Today, their award-winning accounting software supports over 150,000 small businesses in managing their finances, while their Practice Dashboard feature enables accountants and bookkeepers to efficiently handle their clients. What started with just a single employee in 2008 has now grown to a team of over 200 individuals who share the same vision and values. The acquisition by the NatWest Group in 2018 has provided a turbo boost to their growth, while still maintaining operational independence. With a mission to streamline business administration for small businesses, FreeAgent empowers entrepreneurs to focus on what truly matters, just as the founders Ed, Olly, and Roan did when they started the company years ago.

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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 hosted by Rob Brown, Hannah Munro, Managing Director of itas, shares insights on driving change and transformation in accounting firms. Hannah explains that change goes beyond technology and emphasizes the importance of discussing all aspects surrounding technology that contribute to successful change and transformation. She highlights the value of speaking with respected individuals and experts in the field, providing inspiration and actionable advice.

The CFO 4.0 podcast, hosted by Hannah, focuses on the future of finance leadership and discusses what CFOs and aspiring finance leaders should consider. Hannah also emphasizes the role of accountants as valuable advisors, particularly for mid-market businesses that have outgrown basic bookkeeping and require strategic guidance. She stresses the broad skillset of accountants and their ability to bring certainty to uncertain situations.

Regarding change, Hannah explains that transformation is a positive movement from uncertainty and complexity to a streamlined and productive environment. She emphasizes the need for accountants to embrace the accelerating pace of change and adapt their roles accordingly. While transactional tasks may be automated, the interpretation of information, context-setting, and critical thinking will remain valuable skills.

In terms of change management, Hannah categorizes individuals into three profiles: those who embrace change, those who accept it but seek stability, and those who fear or resist change. Finding a balance within a change project is crucial, as all three profiles contribute different perspectives and roles. It's important to understand the reasons behind resistance to change and address any concerns.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Hannah Munro is the Managing Director of itas, a Financial Transformation consultancy specializing in Sage technologies. With a passion for helping finance teams and businesses, Hannah and her team provide personalized solutions to reduce month-end close time, implement real-time reporting, automate purchasing processes, and more. Hannah also hosts the CFO 4.0 podcast, offering actionable advice and inspiration for CFOs and finance leaders. To learn more about Hannah and itas, visit itassolutions.co.uk. Reach out for virtual coffee and discussions on financial transformation and technology.

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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

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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, Rebecca Milhalic discusses the importance of recognizing women who are making a difference in their communities and the accounting profession. The focus is on women who have taken action and actively contributed to improving lives. The conversation highlights the need for representation, diversity in leadership, and future plans to invest in women year-round.

Guest Bio

Rebecca is a highly experienced professional in the field of taxation, accounting, business, and tech advisory services, with over 15 years of expertise in serving enterprises of all sizes across Australia. Throughout her career, she has focused on working with clients in diverse industries such as Building & Construction, Education, Hospitality, Recruitment, and Health Services. Rebecca's strong belief in the significance of small businesses as the backbone of the Australian economy drives her determination to provide SMEs with the necessary tools to understand their financial positions in real-time. She excels in implementing technology solutions that offer small and medium-sized businesses the same level of financial insights as larger corporations, empowering them to make informed decisions based on up-to-date financial data. Rebecca's leadership, passion, and commitment to the accounting industry have earned her recognition, including winning the esteemed 'Thought leader of the year' award at the 2021 Australian Accounting Awards

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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/

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In this episode of the Accounting Influencers Podcast hosted by Rob Brown, guests Brad Burton, Mark Edmondson, and Philippa Haynes share their insights on personal growth and business success. Brad Burton shares his inspiring journey from a difficult upbringing to becoming the UK's number one motivational business speaker. He emphasizes the importance of self-belief and letting go of past failures to embrace new opportunities. Mark Edmondson highlights the significance of confidence in the accounting profession, describing accountants as the cornerstone of business success. He commends Accountex for its quality and recognizes the vital role accountants play as counselors and advisors during challenging times. Philippa Haynes discusses the need to move forward and adapt to the new world, emphasizing the power of focusing on positive influences and avoiding negativity.

Guest Bio

Brad Burton is a successful motivational speaker and accomplished businessman. He's the highest-rated motivational business author on Amazon, the UK's No.1 Motivational Business speaker, and the founder of the largest business network in the UK. Despite facing challenges, including growing up on a council estate and personal debt, Brad's resilience and determination led him to achieve remarkable success.

Mark Edmondson is a visionary leader who founded Inflo, a revolutionary platform empowering accounting firms with advanced technology. With a background in auditing and consulting at a Big Four firm, Mark's expertise extends to developing cutting-edge software and methodologies. He regularly shares his insights on the future of accounting as a keynote speaker at international conferences.

Philippa Haynes specializes in helping accountants and bookkeepers stand out in a competitive industry. Her guidance enables professionals to showcase their skills and value, establishing themselves as distinguished experts. Philippa's expertise empowers individuals to differentiate themselves and thrive in their careers.

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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, Jim Bourke discusses the excitement surrounding AI and technology in the accounting profession. He highlights the impact of AI and technologies like chat GPT on the industry, emphasizing the need for accountants to embrace innovation. Jim also addresses the challenges faced by accountants, including regulatory constraints and the slow adoption of new technologies by legacy vendors. He encourages accountants to consider best-of-breed solutions and emphasizes the importance of open APIs for seamless integration between different software applications. Jim concludes by discussing the positive changes happening in the profession and the increased collaboration between legacy vendors and new technology providers.

Guest Bio

Jim joined DGA Group in April 2008, bringing with him extensive experience in the construction industry. With over 30 years of experience as a Quantity Surveyor and Operations Director, he has worked on a variety of projects in sectors such as industrial, retail, residential, hospitality, healthcare, and civil engineering. Jim has expertise in dispute resolution and interim commercial management, representing both clients and contractors. As the Group Managing Director, he oversees the coordination of the company's activities and explores new business ventures.

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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:

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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.

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.

Guest Bio

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. https://twitter.com/The_JohnGarrett https://twitter.com/Whats_Your_And

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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

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Join Rob Brown, the host of The Accounting Influencers Podcast, as he presents insightful interviews with Stephen Edginton and Sabby Gill from Dext at Accountex 2023 in ExCeL, London. In these engaging discussions, they share their views on Accountex 2023 and delve into the services, solutions, and brand-building efforts of Dext (formerly known as Receipt Bank). Discover how Dext helps clients streamline their processes, measures ROI, and stays ahead in the ever-evolving accounting landscape. Gain valuable insights into the future of Dext, exciting advancements in the industry, and the culture driving innovation.

Guest Bio

Dext is a game-changing platform for accountants and bookkeepers, offering powerful tools and features to streamline data management and enhance productivity. With automated data extraction, real-time insights, and comprehensive support, Dext empowers practitioners to deliver exceptional client services. Experience the future of accounting with Dext.

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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, Lucy Cohen discusses the unintentional journey of becoming an influencer in the accounting profession. She emphasizes the importance of substance and expertise when sharing insights. Lucy also highlights the impact of mental health issues, such as anxiety and depression, on accountants. She encourages professionals to prioritize their mental health, seek support, and take preventive action against burnout. Lucy shares her own experiences and encourages open discussions about mental health to reduce stigma within the industry. Overall, the episode promotes self-awareness and well-being among accountants.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Lucy, the co-founder of Mazuma, is a passionate innovator and disruptor in the accounting industry. With over 20 years of experience, she leads Mazuma forward through innovation, marketing, and business development. Her inspiration for creating Mazuma came from her childhood experiences witnessing the challenges self-employed creatives face with tax and accounting. Lucy's expertise and contributions have been recognized through numerous accolades and awards, including being shortlisted for Director of the Year (Innovation) and Practice Pioneer. She is also involved in powerlifting, mentoring start-up businesses, and advocating for important causes such as improved pain relief in medical procedures. Lucy's commitment to the accounting profession and her outstanding contributions have earned her prestigious awards and acknowledgments, further solidifying her role as an industry leader.

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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.

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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 John Garrett shares his journey from being a CPA and stand-up comedian to becoming a keynote speaker and organizational culture catalyst. He emphasizes the importance of acknowledging the human side of professionals and valuing their multifaceted lives outside of work. John's research reveals that 92% of professionals have other dimensions to their identity beyond their job title. He encourages accountants to embrace their hobbies and passions, as these aspects not only enhance their well-being but also make them more relatable and valuable in their roles. By celebrating the unique qualities of individuals, organizations can create better workplaces and foster deeper connections with clients.

Guest Bio

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. https://twitter.com/The_JohnGarrett

https://twitter.com/Whats_Your_And

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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.

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Join Rob Brown, host of The Accounting Influencers Podcast, as he explores Accountex 2023 in ExCeL, London. In this enlightening video, Rob engages in conversations with Sonia Dorais, Kevin Lord, Inga Schibsted, and Amaya Woods from Chaser. Gain valuable insights into the evolving landscape of Accountex, the significance of measuring ROI, and Chaser's innovative solutions for the accounting industry.

Discover the firsthand experiences of Chaser's clients and delve into topics such as mental health in small businesses, working in a competitive environment, and addressing credit control challenges. Uncover the exciting vision of Chaser for a post-pandemic future and what excites the guests the most about the evolving accounting industry.

This engaging discussion offers a unique perspective on Accountex 2023 and the advancements and opportunities within the accounting field. Don't miss out on the valuable insights shared by these industry experts

Guest Bios

Chaser was founded with a determined spirit and a simple mission - to help SMEs worldwide get paid quickly, efficiently, and in a friendly manner, saving time on manual tasks and improving cash flow. It was originally launched in 2014 as a credit control app by a Finance Director who was frustrated with the manual processes and inefficiencies in chasing payments. Today, Chaser is reinventing the way businesses think and behave with regards to payments.

Traditionally seen as a negative task, the act of chasing invoices, or simply requesting payment for products or services, creates discomfort and causes strain and loss of time for both the business awaiting payment and the one seeking payment. However, Chaser believes it doesn't have to be that way.

Chaser believes that trust is the foundation of all business relationships. Therefore, their solutions and services aim to make chasing payments comfortable, easy, and fast. They strive to provide businesses with the confidence that they will be paid for their work, no matter what.

In the UK, businesses currently spend 56.4 million hours per year manually chasing overdue payments (Intuit QuickBooks, 2019). Additionally, late payments contribute to the failure of 50,000 small and medium businesses annually (FSB). Chaser's innovative approach helps businesses reclaim their time and financial stability, allowing them to thrive in today's competitive landscape.

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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 Randy Johnston discusses key issues and trends in the accounting industry. The focus is on technology, talent recruitment and retention, risk management, advisory services, and pricing strategies. Randy emphasizes the need for firms to have a single portal for interacting with clients, the importance of creating a better technology experience for team members, and the growing significance of advisory services. He also explores the impact of private equity investments on software vendors and the challenges faced by firms in maintaining service levels and fostering innovation. This episode provides valuable insights for accountants looking to grow their firms in a rapidly evolving landscape.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.

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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:

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Welcome to the Accounting Influencers Podcast, going live every Monday and Thursday 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, host Rob Brown engages in a one-sided conversation with guest Robyn Clark, focusing on strategies for accountants looking to grow their firms. The discussion centers around creating a great employee value proposition and understanding the importance of employee needs in driving engagement and retention. They highlight the significance of aligning organizational goals with individual aspirations and leveraging personal growth and career achievement as key drivers for success. The conversation emphasizes the role of confidence, both in oneself and how others perceive them, and the need for self-awareness, feedback acceptance, and personal change in driving career development. Overall, the episode offers valuable insights and actionable steps for accountants seeking to foster growth within their firms.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Robyn Clark is the Founder and President of WinningWise, Inc., a company dedicated to developing leadership and driving sustainable change and growth. With over 30 years of experience in talent management, transformational change, and culture building, Robyn brings energy, positivity, and innovative thinking to her work. She has worked with top-tier organizations such as The Federal Reserve Bank, L'Oreal, and Discover Financial Services, helping leaders and teams achieve new outcomes. Robyn's exceptional facilitation skills, commitment to learning, and personal investment in her clients' success make her a trusted partner in driving individual and organizational capability.

Robyn LinkedIn: https://www.linkedin.com/in/robynrclark/

WinningWise LinkedIn: www.linkedin.com/company/winningwise/

Website: www.winningwise.com

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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...

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In this special bonus episode of the Accounting Influencers Podcast, host Rob Brown is joined by Vipul Sheth, Paul Shrimpling, Aynsley Damery, and Dermot Hamblin to discuss their recent event focused on the future of accounting firms. The event aimed to provide ideas and insights to keep accounting firms at the forefront of the industry. The speakers covered diverse topics, and the event attracted a diverse audience from the larger accounting firms in the UK. Discussions revolved around creating sustainable and prosperous firms, addressing talent shortage challenges, and effectively managing technology adoption.

Key takeaways from the event included the importance of challenging the status quo and embracing change, engaging and sharing best practices among industry professionals, and the need to articulate the value of services to clients beyond pricing conversations. Attendees were receptive and eager to explore new ideas and strategies for their firms' future success. The event fostered meaningful conversations and encouraged collaboration among accounting professionals.

Guest Bios

Vipul Sheth, Paul Shrimpling, Dermot Hamblin, and Aynsley Damery are renowned industry leaders who recently attended and reviewed the esteemed "Accounting For Your Future" conference hosted by Advance Track Outsourcing. Held on 9th May 2023 at the iconic British Museum in London, this conference provided invaluable insights into shaping the future of accounting. With a focus on adaptability and leveraging technology for optimal efficiency, these experts recognize the crucial role of passing on their learnings to help clients envision a promising future. Emphasizing the unwavering support of the accounting industry, Vipul, Paul, Dermot, and Aynsley are dedicated to guiding clients through challenging times and ensuring their long-term success.

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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 today's episode 21, "The Future of Accounting Qualifications: Brian Hock." host Rob Brown welcomes guest Brian Hock, a seasoned accounting professional with expertise in training and certifications. Brian shares his journey from auditing to establishing his own successful training company. He discusses how accounting certifications have changed over the years, driven by evolving standards and the significant influence of technology.

Brian emphasises the role of technology in transforming the accountant's role, particularly in data utilisation, auditing, and management decision-making. He highlights the need for certifications to adapt to these changes and equip aspiring professionals with the necessary skills to navigate and leverage technology effectively. Brian also reflects on his experience working with talented students preparing for the CPA exam.

The conversation briefly touches on the geopolitical situation between Russia and Ukraine, with Brian expressing concerns about the misrepresentation of the Russian government and the impact on global supply chains. Lastly, he discusses the current state of American politics and the importance of shared values and the need for open dialogue and compromise.

Overall, this episode provides valuable insights into the evolving landscape of accounting certifications, the influence of technology, and the challenges and opportunities accounting professionals face in today's interconnected world.

You can also watch this on youtube here: https://youtu.be/-AfQukoTaZk

Guest Bio

Brian Hock is the President of HOCK International, a global leader in professional accounting and finance certifications. With strong expertise in small business and international business in regions like the Middle East, India, and Eastern Europe, Brian has helped countless professionals achieve their certification goals.

Having founded HOCK Training in Moscow in 2000, Brian initially focused on live course training for the CMA, CPA, and CIA exams. Recognizing the need for comprehensive study materials, he established HOCK International in 2003, providing candidates worldwide with high-quality study materials that prioritize clear explanations and practical examples.

Brian holds Bachelor's degrees in Accountancy and History from Miami University, Oxford, OH. His extensive experience includes working with prestigious firms such as Price Waterhouse, ATC International, and Arthur Andersen.

Based in Columbus, OH, Brian resides with his wife and three children. With a passion for online education and a drive to empower aspiring professionals, Brian continues to impact accounting and finance certifications significantly.

https://www.hockinternational.com/

https://hockstream.com/

https://www.cma720.com/

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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

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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 Talent Special bonus, "Developing Talent in Accounting Firms", Jeremy Hyman shares valuable insights for accountants looking to grow their firms. He emphasizes the changing recruitment landscape due to technology's increasing influence. While recruitment may not be their area of expertise, Hyman believes that the resource needs of accounting firms will change as more technologies become mainstream.

He highlights that the pressure points for firms lie in delivery rather than sales or winning clients. To address this, firms need to provide more enablement at lower levels within the organization or automate lower-level tasks. By doing so, they can unlock growth potential, reduce costs, and improve profitability. Hyman also discusses the impact of COVID-19 on firms, including increased demand for assistance and a backlog of work.

The conversation delves into the role of automation in removing drudge work and improving efficiency. By automating tasks like data transformation or pushing certain work back to clients through cloud accounting, firms can free up resources and enhance client satisfaction. Hyman warns against relying solely on offshoring as a short-term solution, highlighting potential cost increases and client objections.

Regarding recruitment, Hyman emphasizes that job quality is crucial. Firms need to showcase the use of technology, offer modern tools and systems, and provide meaningful and fulfilling work to attract top talent. Technology can enhance the job specification and improve the perceived value of the role for potential recruits and clients.

Key Takeaways

➤ The pressure points for accounting firms lie in delivery, not sales or winning clients. Firms should focus on enabling lower-level employees and automating tasks to reduce costs and improve profitability.

➤ COVID-19 has increased the demand for assistance from state bodies, and firms are struggling to keep up with a backlog of work.

➤ Remote work and changing client needs require firms to adapt their technology requirements and work patterns.

➤ Automation can remove drudge work from the stack, benefiting clients and staff by saving time and increasing satisfaction.

➤ Strategies like pushing work back to clients through cloud accounting can alleviate workload and improve efficiency.

➤ Offshoring may provide short-term cost benefits but can increase costs and client objections in the long run.

➤ When recruiting, the quality of the job, including technology and fulfilling work, plays a crucial role in attracting top talent and enhancing client perception.

➤ Growth opportunities for accounting firms lie in remaining independent and impressing clients through innovative approaches rather than relying on consolidation.

➤ Technology can enhance job specification and be perceived as valuable by both recruits and clients, leading to a more successful and proactive firm.

You can also watch this on YouTube -https://youtu.be/9KHkwh0BxWA

Guest Bio

Jeremy Hyman is a seasoned professional with over 25 years of experience in the professional services sector. With a background in law and expertise as an IT manager, partner, software developer, and management consultant, Jeremy brings a wealth of technical, practical, and commercial skills to the table.

Having started his career at a prominent London-based accounting firm, Jeremy made significant contributions by chairing the UK200 IT Group, developing a document management system for accountants, and...

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Join host Rob Brown on The Accounting Influencers Podcast as he brings you insights from the world of accounting and fintech at Accountex 2023, the premier event for professionals in the accounting, tech, software, and finance community.

In this special episode, Rob interviews four influential guests who share their expertise and experiences from the event.

First, Rob catches up with John Thompson from Wisdom in Practice, who discusses his session at Accountex and provides valuable accounting tips for beginners. Next, Rob engages in a fascinating conversation with renowned tax expert Tom Wheelwright, exploring the differences in tax principles between the US and the UK and tax simplification. Tom also shares his experience at Accountex 23.

Rob then interviews Ovi Stici from Xledger UK, which provides an overview of Xledger's features and benefits, discusses the importance of measuring ROI at Accountex, and shares his excitement about the future and collaboration with competitors. Finally, Clayton Oates from QA Business Pty Ltd joins Rob to discuss his session at Accountex, the types of conversations happening at the event, and Australia's technological advancements compared to other countries.

Tune in to The Accounting Influencers Podcast to gain valuable insights from these influential guests and discover the latest trends and innovations in accounting and fintech.

Guest Bios

Renowned tax expert Tom Wheelwright joins the podcast to delve into the contrasting tax principles between the US and the UK. He also explores the concept of tax simplification, offering precious insights to accounting professionals and businesses navigating international tax landscapes. Wheelwright's presence at Accountex and his experiences are further discussed, providing a comprehensive overview of his time at the event.

In another engaging interview, Ovi Stici from Xledger UK takes centre stage. He provides an in-depth overview of Xledger's features and benefits, giving listeners an inside look into the innovative accounting software. Stici also shares insights into the conversations at Accountex, highlighting Xledger's collaborative approach with competitors. Moreover, the importance of measuring ROI at Accountex and Xledger's plans are key topics covered in the discussion.

Clayton Oates, the founder of QA Business Pty Ltd, brings his expertise to the podcast, offering an overview of his company and sharing key takeaways from his session at Accountex. Oates provides unique insights into Australia's technological advancements compared to other countries and expresses his enthusiasm for the future. The interview concludes with valuable perspectives on the exciting developments happening within the industry.

Don't miss out on these thought-provoking interviews on The Accounting Influencers Podcast, where industry experts and leaders provide invaluable insights into accounting, taxation, innovative software solutions, and emerging trends in the field.

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Welcome to the Accounting Influencers Podcast, going live every Monday and Thursday 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 hosted by Rob Brown, guest Nick Huber shares valuable insights on thought leadership and content marketing for accounting firms aiming to grow their businesses. Nick, an experienced journalist and content consultant, emphasizes the importance of thought leadership as a powerful marketing tool for promoting brand authority and generating sales leads.

Nick discusses his background as a journalist, including his early experiences reporting on the accountancy sector. He highlights the transition of accounting firms from traditional audit-focused services to positioning themselves as management consultancies. He notes the media profile of top accounting firms and their adeptness in media relations and content creation.

The conversation delves into the trends that have shaped the content landscape in recent years, such as the rise of cloud computing, analytics, blockchain, and AI. Nick emphasizes the growing influence of big tech companies and the increasing integration of technology in our lives. He highlights the significance of smartphones in driving this transformation.

Regarding content creation, Nick explains various forms of content, including social media posts, blogs, and white papers. He provides insights into white papers as a combination of journalism, marketing, and advertising, offering in-depth analysis on specific subjects while maintaining impartiality.

When asked about accounting firms and their approach to thought leadership, Nick expresses his observation that many accounting firms, particularly smaller and medium-sized ones, often fall short in producing high-quality content. He mentions a lack of contact details for press officers on their websites, hindering media relations. He also notes that some firms' content may come across as generic or disguised sales pitches, lacking the depth and uniqueness necessary for effective thought leadership.

Throughout the episode, Nick stresses the importance of understanding the value of content marketing and thought leadership for accounting firms. He highlights the potential benefits in terms of brand awareness, business growth, and increased sales. By providing valuable and insightful content, accounting firms can position themselves as industry leaders and attract potential clients.

Overall, this episode provides accountants with practical insights and tips on leveraging thought leadership and content marketing to drive their firms' growth and success.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Nick Huber is an experienced freelance business journalist and content consultant specializing in business technology and the accountancy sector. With a career spanning 25 years, he has reported for renowned media organizations like the BBC, Financial Times, The Telegraph, The Guardian, and trade magazines such as Accountancy Age and Accounting WEB. Nick helps companies grow their brand through thought leadership content and has worked with accounting firms, start-ups, and Fortune 500/FTSE 100 companies. He can provide insights on thought leadership, content marketing for accounting firms, common mistakes to avoid, content improvement strategies with limited resources, the role of AI in thought leadership, and improving media coverage for accounting firms.

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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...

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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 Talent Special bonus, "Understanding the Needs of Your Talent", host Rob Brown welcomes Robyn Clark, the founder of WinningWise, an HR/Talent Management company, to share her expertise and insights on talent management and organisational success.

With over 30 years of experience working with renowned companies such as L'Oreal and the Federal Reserve Bank, Robyn brings a wealth of knowledge in designing and delivering solutions in talent management.

In this episode, Robyn will delve into various topics essential for organizations and individuals.

From an organisational perspective, Robyn will discuss the importance of succession planning and how to grow a strong bench of talented individuals within a company. She will shed light on employees' evolving needs and what people seek in their professional lives today. Furthermore, Robyn will emphasize the significance of building a positive organisational culture and why it matters for long-term success.

Switching gears to an individual perspective, Robyn will provide valuable insights on how employees can navigate their career growth effectively.

Listeners will gain practical advice on securing promotions, obtaining more rewards, and taking charge of their career trajectories.

Robyn will also address the challenges that arise when disagreements occur and share strategies to align with one's boss for greater harmony and success.

Guest Bio

Robyn Clark is the Founder and President of WinningWise, Inc., a company dedicated to developing leadership and driving sustainable change and growth. With over 30 years of experience in talent management, transformational change, and culture building, Robyn brings energy, positivity, and innovative thinking to her work. She has worked with top-tier organizations such as The Federal Reserve Bank, L'Oreal, and Discover Financial Services, helping leaders and teams achieve new outcomes. Robyn's exceptional facilitation skills, commitment to learning, and personal investment in her clients' success make her a trusted partner in driving individual and organizational capability.

Robyn LinkedIn: https://www.linkedin.com/in/robynrclark/

WinningWise LinkedIn: www.linkedin.com/company/winningwise/

Website: www.winningwise.com

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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...

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Welcome to The Accounting Influencers Podcast YouTube channel! In this episode, host Rob Brown catches up with industry experts at Accountex 2023 in ExCeL, London, to bring exclusive insights into the accounting and finance world.

You can also watch the interviews on YouTube here

Jonathan Mifsud - https://youtu.be/0zol8isxlqo

Simon Leek - https://youtu.be/JJPWZUwy5Js

Mike Dean - https://youtu.be/wjEYJsp3JWY

Rob Brown interviews Jonathan Mifsud from Buddy, Simon Leek from Fibre CRM, and Mike Dean from WhisperClaims.

Discover the impact of technology on payroll and the industry's transformation with Jonathan Mifsud from Buddy. Gain valuable insights into collaboration with competitors and Buddy's expansion in the UK market. Find out what sets Buddy apart from others in the field and get a sneak peek into the plans for Accountex 2024. Don't miss this interview filled with exciting revelations about the future of accounting!

Next, explore the world of CRM with Simon Leek from Fibre CRM. Learn about the unique features and capabilities that differentiate FibreCRM from other CRM solutions. Simon shares the best CRM technologies, applications, and tools for success. Delve into connecting data islands with CRM and unravel the CRM philosophy. Discover the future direction of FibreCRM and Simon's contagious excitement for what lies ahead.

In another captivating interview, Rob sits down with Mike Dean from WhisperClaims to navigate the complexities of R&D tax. Gain insights into how WhisperClaims provides an overview of R&D tax and assists clients in developing effective strategies. Discover what excites Mike the most in the R&D space and how networking and partnerships shape the future of this field. Get a glimpse into the exciting developments in the world of R&D tax.

Subscribe to The Accounting Influencers Podcast YouTube channel to stay updated with exclusive interviews, valuable insights, and thought-provoking conversations. These interviews were recorded in our unique recording studio on the exhibition floor at Accountex 2023.

Mentioned in this episode:

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Welcome to the Accounting Influencers Podcast, going live every Monday and Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In this episode, Randy Johnstone takes listeners through the history of artificial intelligence (AI) and its relevance to accountants. He shares insights on the development of computer vision, voice recognition, and neural networks over the years. Randy highlights key milestones such as Microsoft's AI-based operating system in 1995 and the emergence of generative AI with OpenAI's chat GPT models. He explains how these models utilize large language models to produce accurate answers by analyzing vast internet content. Randy emphasizes the importance of accountants researching and using AI while acknowledging the risks associated with privacy and confidentiality. He discusses the concerns and debates surrounding AI regulations and encourages listeners to stay updated on the rapidly evolving landscape of AI.

https://youtu.be/Tqenu9Ow-DA

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.

◣━━━━━━━━━━━━━━━━━━━━◢

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

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Welcome to the Accounting Influencers Podcast, going live every Monday and Thursday 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 Mark Fritz shares valuable insights for accountants looking to grow their firms. Mark emphasizes the importance of creating a sense of ownership and achievement among team members, rather than just focusing on activities. He discusses the drawbacks of micromanagement and encourages leaders to enable their teams, coach them, and act as enablers rather than dictators.

Mark also highlights the significance of creating the right experience for clients in service-based businesses. He suggests that it's not just about the details of the service but also about the feeling and impression it leaves on clients. Additionally, he explores the concept of work-life integration and the need for flexibility in allowing individuals to balance their personal and professional lives effectively.

The episode delves into the role of leadership in fostering growth and development within organizations. Mark stresses the importance of helping individuals tap into their potential, providing opportunities for them to grow, and involving them in improvement projects to enhance engagement and satisfaction.

Lastly, he emphasizes the value of offering choices and options for personal development, recognizing that not everyone develops in the same way. Mark encourages leaders to listen to their team members and tailor development opportunities to their preferences and needs. He also underscores the significance of creating environments that foster understanding and support, both internally among team members and externally with clients.

Overall, this episode offers practical advice and strategies for accountants to enhance their leadership skills, create positive experiences for clients, and promote growth within their firms.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Mark Fritz is an accomplished leader with a focus on leading change across distances and cultures. With an extensive international career, Mark has led enterprise-level change programs in diverse markets such as Egypt, Netherlands, Italy, and Japan. He has excelled in driving transformation and reengineering efforts, successfully leading virtual organizations and building strong, diverse teams.

As a leadership specialist, Mark has worked with executives and organizations worldwide, helping them transform their leadership habits and achieve better results. With mentoring and masterclasses delivered in over 50 countries, Mark brings his expertise to prestigious business schools, including IE Business School and HEC, teaching courses on leadership and influence. He also designs bespoke leadership programs within organizations to strengthen leaders and equip them with the tools for growth and success.

Mark's personal journey has taken him across the globe, living in various countries and working in over 50 countries. Currently based in London with his Japanese wife, Mark finds joy in playing golf and cherishes the opportunity to work with people from different cultures and backgrounds, recognizing the value of learning from such experiences.

Known for his focus on empowering leaders to stop micromanaging and instead foster a mindset of ownership and achievement, Mark helps leaders unlock their team's potential. Through impactful keynotes and masterclasses, he delivers inspirational experiences packed with practical advice and actionable steps.

With a dedication to driving performance, influencing others, and mentoring, Mark's...

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Welcome to the Accounting Influencers Podcast, going live every Monday and Thursday 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 Mark Fritz shares valuable insights on effective leadership and driving change within accounting firms. Drawing from his extensive international experience, Mark discusses the importance of adaptability in leadership and the need to embrace evolving leadership roles.

Mark highlights how the pandemic has intensified the demand for effective leadership, particularly in leading across different generations. He emphasizes the role of leaders as role models and the significance of being forward-thinking to engage and empower teams. The conversation also explores the challenges of remote work and the importance of fostering informal connections within organizations.

Furthermore, Mark delves into the psychology behind micromanagement and the need for leaders to trust their teams and let go of control. He provides practical strategies for gaining trust and fostering a culture of accountability through asking the right questions and focusing on progress.

This episode offers valuable insights for accountants looking to enhance their leadership skills and drive positive change within their firms. Mark's expertise in leadership development and his unique perspectives provide actionable strategies for accountants aiming to become effective and adaptable leaders in an evolving business landscape.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Mark Fritz is an accomplished leader with a focus on leading change across distances and cultures. With an extensive international career, Mark has led enterprise-level change programs in diverse markets such as Egypt, Netherlands, Italy, and Japan. He has excelled in driving transformation and reengineering efforts, successfully leading virtual organizations and building strong, diverse teams.

As a leadership specialist, Mark has worked with executives and organizations worldwide, helping them transform their leadership habits and achieve better results. With mentoring and masterclasses delivered in over 50 countries, Mark brings his expertise to prestigious business schools, including IE Business School and HEC, teaching courses on leadership and influence. He also designs bespoke leadership programs within organizations to strengthen leaders and equip them with the tools for growth and success.

Mark's personal journey has taken him across the globe, living in various countries and working in over 50 countries. Currently based in London with his Japanese wife, Mark finds joy in playing golf and cherishes the opportunity to work with people from different cultures and backgrounds, recognizing the value of learning from such experiences.

Known for his focus on empowering leaders to stop micromanaging and instead foster a mindset of ownership and achievement, Mark helps leaders unlock their team's potential. Through impactful keynotes and masterclasses, he delivers inspirational experiences packed with practical advice and actionable steps.

With a dedication to driving performance, influencing others, and mentoring, Mark's thought-provoking sessions and ongoing support make him an integral part of any organization's growth journey. His unique blend of inspiration and practicality leaves audiences with clear actions and a desire to become the leaders they aspire to be.

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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:

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Welcome to the Accounting Influencers Podcast, going live every Monday and Thursday 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 John Fenton shares valuable insights on how accountants can attract and retain top talent to grow their firms. John emphasizes the importance of measuring success based on the quality of relationships with customers, employees, and vendors. He advises accountants to create white space on their calendars to reflect on their firm's direction, clients, and ongoing projects.

The conversation delves into the challenges faced by accounting firms in the current talent landscape. John discusses the battle for talent and the push and pull dynamics related to remote work and the return to office dilemma. He acknowledges the changing expectations and desires of the workforce, highlighting the importance of work-life balance and well-being. John also explores the concept of culture and its impact on the success of firms, emphasizing that the "soft" skills related to people, relationships, and culture are essential bedrocks for thriving businesses.

In addressing the talent challenge, John suggests that firms need to focus on creating an environment where individuals can contribute to something bigger than themselves and align their values with the firm's values. He emphasizes the need for critical thinking, creativity, and problem-solving skills in the profession, given the advancements in AI and technology.

Listeners will gain valuable insights into talent retention strategies, creating a positive work culture, and addressing the evolving needs of the workforce. John's expertise provides actionable advice for accountants looking to attract and retain top talent while positioning their firms for growth in a competitive industry.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

John Fenton is a seasoned executive coach, speaker, and author who specializes in helping leaders navigate tough and complex situations. With a black belt in tai chi and over two decades of experience as a managing partner at BDO USA, John brings a unique perspective to leadership development.

As the founder of John J Fenton Executive Coaching, John has worked with a diverse range of leaders, from managing partners at professional firms to board executives and CEOs. He understands the inner game of leadership, and his methodology focuses on developing the mindset, purpose, and culture necessary for success in today's rapidly changing world.

John is also the author of the best-selling book 5 Minute MasteryTM, which provides practical advice and strategies for leaders who want clarity and more freedom. He is an award-winning speaker on executive leadership excellence, having spoken at conferences and events around the world.

In addition to his professional accomplishments, John is a heart attack survivor and a strong advocate for wellbeing in the workplace. He is passionate about helping leaders overcome imposter syndrome, manage overwhelm, and develop emotional intelligence.

John's three specialty topics are leading in challenging times, winning the talent battle, and the top five challenges for modern-day leaders. In all of his work, he emphasizes the importance of purpose, culture, diversity, equity, and trust, and provides actionable insights for leaders who want to thrive in 2023 and beyond.

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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:

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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 today's episode 17, "Firing Grade D Accounting Clients: Jean Caragher."

You can also watch this on youtube here: https://youtu.be/BhvbKrp9dKQ

In this episode of the Accounting Influencers Podcast, host Rob Brown interviews Jean Caragher, the founder of Capstone Marketing, as she shares insights on growing accounting firms. Jean discusses her experience as an outsourced or fractional chief marketing officer for firms and highlights the range of services Capstone Marketing offers, including marketing plans, branding, content marketing, pricing, programs, and client satisfaction. She emphasizes the evolving landscape of accounting firm marketing and the opportunities for internal marketers to play a strategic role within their firms.

Jean reflects on the progress made in the accounting industry in terms of recognizing the importance of marketing. She mentions the increased average tenure of marketing directors in CPA firms, with some marketers achieving partner or CEO status. While marketing principles remain the same, Jean emphasizes the expanded range of tools and techniques available today, such as digital marketing, social media, and data analytics.

The conversation shifts to client selection and defining the ideal client for an accounting firm. Jean suggests that CPAs should clearly describe their ideal client based on financial factors, enjoyment of working together, and the level of challenge in work. She encourages accountants to analyze their existing client base and consider whether prospects align with their ideal client profile. Jean also highlights the benefits of letting go of clients who are not the right fit, including the ability to focus on and over-serve the best clients. She acknowledges that it may be a difficult conversation to have but emphasizes the importance of addressing the issue.

The episode concludes with Jean explaining the process of client analysis and the criteria that can be used, such as annual revenue, payment history, growth potential, job complexity, and timing.

By conducting a thorough analysis, accountants can make informed decisions about which clients to retain and which ones to transition out based on factors beyond the client's actions or behaviour.

Overall, this episode provides valuable insights for accountants looking to grow their firms, covering topics such as outsourced marketing, evolving marketing strategies, defining the ideal client, and conducting client analysis. Listeners can better understand how marketing plays a crucial role in the accounting industry and learn practical steps to enhance their client selection process.

Guest Bio

Jean Caragher brings over 35 years of accounting marketing experience and is a trusted resource for CPA firms seeking to enhance their marketing strategies. As the founder of Capstone Marketing, Jean's expertise lies in helping growth-focused firms attract top clients and talent. With a practical approach and extensive knowledge of the challenges and opportunities faced by CPA firms, Jean offers invaluable guidance and implementation strategies. She is a Certified HubSpot Partner and a Certified Instructor of Advanced Pricing Methods®.

Recognized for her contributions to the industry, Jean is an inaugural AAM Hall of Fame inductee, a multiple AAM-MAA award winner, and a CPA Practice Advisor Thought Leader. Her insights have been featured in various publications, and she has been named one of Accounting Today's 100 Most Influential People in Accounting. Beyond her professional pursuits, Jean enjoys reading, boating with her husband, and volunteering at her church. She is also a dedicated advocate for the Leukemia & Lymphoma Society.

Connect with Jean Caragher:

Website: www.capstonemarketing.com

LinkedIn: www.linkedin.com/in/jeancaragher/

Twitter: @JeanCaragher

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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/

View Details

Welcome to the Accounting Influencers Podcast, going live every Monday and Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In this special episode of the Accounting Influencers Podcast, host Rob Brown and co-host Martin Bissett are joined by Caroline Hobden, the head of the team behind Accountex, one of the world's biggest shows in the accounting industry. They discuss the tremendous success of the recent Accountex event, with a record-breaking 20% increase in floor space and over 10,000 attendees. Caroline attributes their achievements to her team's hard work and relentless marketing efforts.

She discusses the international appeal of Accountex, with attendees from around the world, and the excitement surrounding future events. Overall, the episode offers a glimpse into the incredible buzz and energy of Accountex and sets the stage for its future endeavours.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Caroline Hobden is a highly experienced professional in event organization and management. She oversees the globally recognized Accountex brand, including Accountex London, Accountex Summit Manchester, Accounting Insight News, and the Accountex Webinar Programme. With over 20 years of experience, Caroline has successfully launched exhibitions, e-newsletters, and curated complex programs with multiple streams and speakers. She is known for her passion and expertise in sales and sponsorship management, conference producing, research, business development, and delegate sales.

Caroline is dedicated to providing valuable opportunities for professionals in the accounting and finance industry to grow their practices and connect with industry experts.

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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/

View Details

Welcome to the Accounting Influencers Podcast, going live every Monday and Thursday 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, host Rob Brown interviews Jason Staats, an accomplished entrepreneur and CPA, to provide insights on how to grow an accounting firm. Jason shares his experience and expertise in building a $5M accounting firm, as well as in producing content and providing thought leadership on sustainable accounting firms, AI adoption, and software partnership.

The importance of being able to say "no" and capitalising on the coolest "yeses" to engage, as well as defining the type of clients and employees the firm is best for. Jason also highlights the need for a compelling vision to differentiate the firm and build a team around the right abilities. He emphasises that it's essential to ensure that the support structure for the team is built to prioritise emotional health and mindfulness.

Lastly, Jason shares his insights on the calculation for individuals just entering the accounting profession and the need to find the right place that aligns with their abilities and way of working best. Overall, the episode provides valuable advice for accountants looking to grow their firms and build a team around the right skills.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Jason Staats is an accomplished CPA and entrepreneur, running a $5M accounting firm and an online community for accounting firm owners. He produces content and provides thought leadership on sustainable accounting firms, AI adoption, and software partnership. He is also a prolific content creator with a YouTube channel and weekly newsletter. In his spare time, he enjoys spending time with his family.

YouTube: https://www.youtube.com/channel/UC_Z0mb0RshEg6Nu0PkebBPA

Twitter: https://twitter.com/JStaatsCPA

LinkedIn: https://www.linkedin.com/in/jstaats/

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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

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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 today's episode, "Accounting Leadership in Tough Times", John Fenton speaks with host Rob Brown about his experience as a managing partner at BDO and his passion for leadership. Fenton draws upon his background in athletics, particularly in football and martial arts, to emphasise the importance of mindset, self-awareness, and intentionality of ineffective leadership. He stresses the need for leaders to take a step back, breathe deeply, and create white space on their calendars to centre themselves, make better decisions, and build deeper relationships with their employees and clients.

Fenton also touches on the power of active listening and focusing on what is most important. He believes that allowing oneself to be more centred leads to deeper, more meaningful relationships with employees and clients. Fenton also shares his personal experience with goal setting and how it changed his life, motivating him to work towards achieving his potential as an athlete and ultimately leading him to a successful career in accounting. This episode offers valuable insights into effective leadership strategies for accountants looking to grow their firms.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

GUEST BIO

John Fenton is a seasoned executive coach, speaker, and author who specializes in helping leaders navigate tough and complex situations. With a black belt in tai chi and over two decades of experience as a managing partner at BDO USA, John brings a unique perspective to leadership development.

As the founder of John J Fenton Executive Coaching, John has worked with diverse leaders, from managing partners at professional firms to board executives and CEOs. He understands the inner game of leadership, and his methodology focuses on developing the mindset, purpose, and culture necessary for success in today's rapidly changing world.

John also authorises the best-selling book 5 Minute MasteryTM, which provides practical advice and strategies for leaders who want clarity and more freedom. He is an award-winning speaker on executive leadership excellence, having spoken at conferences and events worldwide.

In addition to his professional accomplishments, John is a heart attack survivor and a strong advocate for well-being in the workplace. He is passionate about helping leaders overcome imposter syndrome, manage to overwhelm, and develop emotional intelligence.

John's three special topics are leading in challenging times, winning the talent battle, and the top five challenges for modern-day leaders. In his work, he emphasises the importance of purpose, culture, diversity, equity, and trust and provides actionable insights for leaders who want to thrive in 2023 and beyond.

Connect with John

https://JohnJFenton.com/contact

https://LinkedIn.com/in/JohnJFentonCeoCoach

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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

Mentioned in this episode:

YouTube CTA

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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 Talent Special bonus, "Accounting Leaders & Their Problems" Rob chats with Katie Best, a leadership coach and consultant. He discusses the challenges faced by professional services firms and their leaders and how coaching, consultancy and leadership development can help in overcoming these challenges. Katie explains that some common problems firms face include recruiting and retaining top talent, adapting to the hybrid work model, and staying ahead of the curve with new technology.

Katie emphasises the importance of having a distinct culture and unique flavour to appeal to potential employees while acknowledging the commonalities across different sectors. She also discusses her upcoming book on messy leadership problems and a framework that leaders can use to solve problems they face.

Katie highlights the challenges faced by individual leaders, especially the link between the work that an individual leader does and the more comprehensive corporate strategy, and how coaching can be used to overcome these challenges. Finally, she discusses the importance of engagement, culture, and personal relationships in leadership, especially in the current climate where work-life balance and mental health are becoming increasingly important.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Dr Katie Best is a renowned leadership coach, consultant and Visiting Fellow at LSE and King's College, with a passion for helping leaders and their firms navigate complex and challenging situations. With years of experience in coaching, consultancy and leadership development programmes, Dr Best has helped partners and senior leaders from top-tier firms such as EY, KPMG and RSM to tackle their most challenging leadership dilemmas.

Dr Best's expertise in leadership has also made her a sought-after speaker at events, where she shares insights and perspectives on leadership in today's ever-changing business landscape. She is also working on a book about messy leadership problems, which will be a valuable resource for leaders looking to improve their leadership skills.

Outside of work, Dr Best is an avid fan of competitive socialising, flea market hunting and travelling. Her love for sports has led her to attend the Women's Euros final, where she nearly passed out from excitement. Dr Best lives in North London with her husband and daughter, where she inspires and supports leaders to achieve their full potential.

www.linkedin.com/in/drkatiebest

www.katiebest.com/sign-up

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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

View Details

Welcome to the Accounting Influencers Podcast, going live every Monday and Thursday 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, Rob Brown interviews Jason Staats, who creates content on Twitter, LinkedIn, and YouTube to help people run accounting firms in a more fun and sustainable way. Staats discusses how he got into accounting and why he had to find a creative way to contribute because he needed to be a better tax preparer. He also touches on mental blockers that keep accountants from being more intentional versions of themselves and falling into the trap of working hard and thinking they've done their best.

Staats discusses the current state of the accounting industry, noting that it was challenging before COVID-19 and even more so after. He says there is a massive opportunity in the industry, but people need to get out of their way and not try to be everything for everybody at their own expense. He also talks about accountants' emotional connection with their clients and how it's hard to say no to them because of that connection.

Finally, Staats discusses the difficulty in reaching accountants and selling to them, noting that some companies do it well and understand how to speak the accountant's vernacular. He mentions that accountants carry the stresses of their clients and that it's the most challenging aspect of what they do. Overall, the episode provides valuable insights for accountants looking to grow their firms in a sustainable and fulfilling way.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Jason Staats is an accomplished entrepreneur and thought leader in accounting. He founded a $5M accounting firm, which he has run for 18 months. In addition, he has built a SAAS to $30k MRR, sold a startup, built a creatorpreneur business to $10k MRR, and produced commercials for brands like LinkedIn and Zapier.

Today, Jason helps people in three key areas. Firstly, he produces content to help accounting leaders develop more sustainable firms. Secondly, he provides thought leadership on adopting automation and AI to support public accounting. Thirdly, he helps software companies to better partner with the accountant channel and leverage AI in their products.

Jason is a prolific content creator and regularly shares his insights and ideas through his weekly newsletter, which is essential for accountants looking to stay up-to-date on industry trends. Jason is an invaluable resource for software companies looking to better engage with accountants. He has helped some of the most successful brands in the industry develop more meaningful products.

◣━━━━━━━━━━━━━━━━━━━━◢

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

View Details

Welcome to the Accounting Influencers Podcast, going live every Monday and Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

The episode of the Accounting Influencers Podcast hosted by Rob Brown features Trisha Daho, who talks about culture building, talent acquisition and retention in accounting firms.

Trisha explains that firms are struggling to find conventional talent to fill the needs of their growing businesses, and high performers are leaving early because they need to see the accounting space as an innovative career path. To address this, firms must create a culture of inclusion that provides a custom experience for each employee. They also need to develop an employer brand that is compelling, authentic, differentiated, and feeds into the client brand.

Firms must intentionally discover what makes them unique and different and what compels people to stick around. Firms must align their vision with their employees' personal visions to create a sense of purpose and meaning and focus on the onboarding experience to appeal to various people. To retain highly motivated employees, firms need to measure the impact of their leaders on their people and create a culture of open communication and mentorship that fosters growth and development.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Trisha Daho is a former Big 4 Accounting and Advisory partner turned into a culture, talent, and DEI expert. She founded Empowered, partnering with leadership teams to create sustainable and measurable people results. With laser-focused strategies, she built thriving practices in four regions and created growth businesses that have expanded exponentially. Trisha writes and speaks regularly on authenticity in leadership, creating growth cultures, diversity and inclusion, and more. She is also a kickboxing instructor, dog fosterer, and avid traveller.

https://www.linkedin.com/in/trishadaho/

◣━━━━━━━━━━━━━━━━━━━━◢

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

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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 today's episode 14, "From Submarines to Accounting Advisory", Michael King talks about his work with the Connected Accountant, where he helps accountants and fractional CFOs start, scale, and optimise their advisory services. King explains the difference between rear-view mirror-focused accounting and forward-looking advisory services and the need for accountants to do a better job of marketing and explaining the latter's value.

He also discusses the changing expectations of business owners, who increasingly demand strategic forward-looking work, and the potential threats of outsourcing and AI to the traditional accounting industry. King believes that the key to success as a consultant, fractional CFO, or virtual CFO is communicating effectively and bridging the gap between accounting principles and business owners' day-to-day decision-making. He also stresses the importance of mindset shifts, particularly around marketing and sales, and the need for accountants to embrace the opportunity to serve and teach through the sales process.

You can also watch this on YouTube - https://www.youtube.com/@accountinginfluencers

Guest Bio

Michael King is the CEO of KFE Solutions, Dallas's top Fractional CFO firm. He's a former US Navy supervisor turned educator, helping Accountants and Fractional CFOs start, scale, and optimise their advisory services. He's also the host of The CFO Report and volunteers at his church's Community Development Program. Visit his website, The CFO Accelerator, for more information.

https://www.thecfoacceleratorlive.com/


https://www.thecfoaccelerator.com/blog

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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:

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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 hosted by Rob Brown, the guest Dr Juana Bordas discusses the importance of intergenerational and intercultural leadership in the accounting industry. Bordas explains that elders play a crucial role as a bridge between generations, sharing their experiences and perspectives. She emphasises the need for diversity in leadership to create a multicultural global world that taps into the talents of all different cultures, ethnic groups, and nationalities.

Juana also discusses the impact of women in leadership roles, noting that women CEOs can help the bottom line by bringing their people skills and relationship orientation with them. She suggests that leaders should think about the future and prepare for trends such as the increasing youthfulness, multiculturalism, globalisation, and digitisation of the world. Bordas explains that young people today value work-life balance, meaning and purpose in their careers and want to connect with others, including getting to know their stories and narratives. She argues that intergenerational and intercultural leadership is vital for enriching organisations and enhancing humanity.

Guest Bio

Juana Bordas is a renowned thought leader and pioneer in leadership, diversity, and organisational change. She is a celebrated author of award-winning books, including "Salsa, Soul, and Spirit: Leadership for a Multicultural Age" and "The Power of Latino Leadership, Second Edition, Revised and Updated: Culture, Inclusion, and Contribution."

As an immigrant from Nicaragua, Dr Bordas embodies the resilience and determination of the immigrant spirit. She is recognised for her expertise in multicultural and inclusive leadership, which includes the contributions of Latinos and communities of colour. She has worked with various organisations, including Google, Microsoft, and Chevron, to prepare them for the multicultural age.

Dr Bordas also receives several awards and recognitions, such as the Lifetime Achievement Award from The International Leadership Association and being named one of 100 Top Latino Leaders in the U.S. by The National Diversity Council. Her upcoming book, "The Power of Latino Leadership," explores how Latinos can be positioned to be leaders in this century through expanding demographics, intergenerational leadership, economic power, international connections, and workforce participation.

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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:

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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 today's episode 13, "Client Accounting Services or CAS", Sage's Ed Warren provides insights for accountants looking to grow their firms. The conversation focuses on the value of being a specialist versus a generalist and how firms can target specific areas where they have the expertise to build new businesses and replace low-margin accounts.

Warren also emphasises the growing market for outsourcing accounting services, particularly for small businesses and franchises. He discusses the benefits of developing specific industry expertise and verticals to help accountants become trusted advisors and provide advisory support beyond compliance work. Warren also highlights the scalability of client advisory services (CAS) and the entrepreneurialism required to grow and scale in this space.

Finally, Warren accentuates that the best practitioners in the CAS space are not just looking back at financial statements but are providing foresight and decision-making support through fractional CFO services and dashboards. The conversation offers valuable insights for accountants looking to grow and differentiate their firms in the competitive accounting services market.

You can also watch this on YouTube.

Guest Bio

Ed Warren is a seasoned sales executive with over 25 years of professional services sales and marketing experience. He has worked in marketing, business development, and practice growth roles in Top 100 and Top 200 CPA firms and as a fractional Chief Growth Officer for cloud accounting firms. Ed is a board member and finance committee chair of the Association for Accounting Marketing (AAM) and currently serves as the treasurer of AAM. In addition to his professional accomplishments, Ed enjoys running, cooking, grilling, photography, and beach vacations with his wife Marcia.

Follow him on Twitter @EdwardDWarren and connect with him on LinkedIn at

http://linkedin.com/in/edwarddwarren

Download his eBook, 7 Tips to Increase Revenue with Client Advisory Services

https://edwarddwarren.hubspotpagebuilder.com/7-tips-to-increase-revenue-with-client-advisory-services.

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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

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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 the Accounting Influencers Podcast episode, Rob Brown interviews Will Farnell, author of the new book, "The Human Firm." The book focuses on how accounting firms can evolve beyond the digital firm into what Farnell calls the human firm. Farnell talks about his frustration with the lack of adoption by accounting firms of the opportunities provided by technology and the risk of becoming complacent and falling behind. He stresses the importance of horizon scanning and continuing to innovate.

Farnell sees the human firm as the next competitive advantage for accounting firms as technology becomes more widely available. The human element, such as empathy and emotional intelligence, cannot be automated and can provide a unique competitive advantage. Farnell discusses how accounting firms can create a compelling differentiator through their people by having the right culture, brand, and niche and by recruiting the best people.

You can also watch this episode on Youtube - https://youtu.be/cW6u7l7Tkhw

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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

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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 today's episode, "The CFO-Accountant Relationship", host Rob Brown interviews guest Steve Rosvold, who shares his insights on the skills accountants need to develop to grow their firms. Rosvold emphasizes the importance of improving communication skills and developing insights beyond just financial statements. He believes accountants must become business advisors and compete with other companies by leveraging their unique insight into their clients' financial information.

Rosvold also discusses the role of the CFO and how it can be a stepping stone to the CEO role. He shares his four pillars of CFO success: accounting, finance, treasury, and leadership. Rosvold details the accounting pillar covering governance and internal controls, recording transactions, and reporting accurate and timely financial statements.

Overall, this episode is aimed at accountants looking to improve their skills and become more than just number crunchers. It provides valuable insights into the changing role of accountants in today's business landscape and how they can position themselves for success.

You can also watch this on youtube

Key Takeaways

➤ Accountants must improve their communication skills and develop insights beyond financial statements to become successful business advisors.

➤ The CFO role is an exciting avenue for those interested in leading companies, and it's becoming a stepping stone to the CEO role.

➤ Rosvold's four pillars of CFO success include accounting, finance, treasury, and leadership. The accounting pillar covers governance and internal controls, recording transactions, and reporting accurate and timely financial statements.

➤ The partnership model can work well for public accountants and consulting companies today.

➤ Emotional intelligence and managing the customer experience are crucial skills that accountants need to develop to compete with larger firms like McKinsey and Boston Consulting.

➤ Attestations and audits will continue to be significant revenue streams for accountants, but they must also focus on becoming trusted business advisors to their clients.

Guest Bio

Steve Rosvold is the Founder of CFO.University, a professional development platform for finance leaders built on the four pillars of CFO success: Accounting, Finance, Treasury, and Leadership. With 20 years of corporate finance leadership experience, he developed the ability to drive change, improve profitability, and ensure long-term financial health. Steve lives in Vancouver, WA, with his wife, and is an avid bicyclist who once pedaled 275 miles in one day. Learn more about CFO.University on their website.

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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 updated 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/

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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.

Trisha Daho, the founder of Empowered, shares insights on culture, people strategy, and DEI strategy for accounting and law firms. Trisha explains that accounting firms are easier to work with than law firms as they are less hierarchical in decision-making. However, accounting firms' culture and people stuff is more complicated and essential as their people are the product.

Trisha also emphasises that trust is a crucial factor for service providers. Clients buy services not just because the work is done but also because they trust the service provider and want to work with them. Millennials and Gen Zs are more interested in culture and work-life balance, and clients now demand that firms focus more on these issues. Firms also need help acquiring and retaining talent due to a shortage of skilled people entering the accounting industry.

Trisha notes that the pandemic has taught firms to look more expansively for talent and that firms are making crossroads decisions about their path, with younger people coming in and wanting to own their own companies. The conversation around how accounting firms do their work and create career paths for people is changing, and firms that can differentiate themselves through employer branding will win the talent war.

Key Takeaways

➤ Culture and people strategy are crucial for accounting firms and their success. As people are the product, firms must ensure that their culture is correct and consistent with their brand.

➤ Trust is a significant factor for service providers, and clients buy services because they trust the service provider and want to work with them.

➤ Younger generations, such as Millennials and Gen Zs, are interested in work-life balance, culture, and DEI issues. Clients are also demanding firms have a greater focus on these issues.

➤ Accounting firms struggle with talent acquisition and retention due to a shortage of skilled people entering the industry. Firms are reimagining the skills they need and how they can expand the talent pool.

➤ Employer branding is crucial for accounting firms to win the talent war. Firms that can differentiate themselves through employer branding and innovative ways of engaging with clients and employees will succeed.

Guest Bio

Trisha Daho is a former Big 4 Accounting and Advisory partner turned into a culture, talent, and DEI expert. She founded Empowered, partnering with leadership teams to create sustainable and measurable people results. With laser-focused strategies, she built thriving practices in four regions and created growth businesses that have expanded exponentially. Trisha writes and speaks regularly on authenticity in leadership, creating growth cultures, diversity and inclusion, and more. She is also a kickboxing instructor, dog fosterer, and avid traveller.

https://www.linkedin.com/in/trishadaho/

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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/

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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.

Caroline Hobden talks about Accountex, the most significant accounting event in Europe, which will be held at Excel in London on the 10th and 11th of May this year.

The event will feature a variety of educational programs and a large expo with incredible stands. There will be networking opportunities, parties, and CPD to be gained. Accountants from all over the world attend Accountex, including some from as far away as Australia. The event is designed to be a level playing field for everyone, regardless of budget, and will feature various topics.

Speakers at this year's event include Brad Bur, Jeff Ram, Rebecca Be, Sharon Cook, Joe Wood, Zoe Whitman, Lee Chambers, Mo Canel, and Mark Pugh. The topics covered will include understanding menopause in the workplace, sustainability, women in leadership roles, and more.

Key Takeaways

➤ Accountex is the largest accounting event in Europe, taking place on the 10th and 11th of May at Excel in London.

➤ The event will feature a variety of educational programs, a large expo, networking opportunities, parties, and CPD opportunities.

➤ Accountants from all over the world attend Accountex, including some from as far away as Australia.

➤ Accountex is designed to be a level playing field for everyone, regardless of budget, and will feature a broad range of topics.

➤ Speakers at this year's event include Brad Bur, Jeff Ram, Rebecca Be, Sharon Cook, Joe Wood, Zoe Whitman, Lee Chambers, Mo Canel, and Mark Pugh.

➤ Topics covered at the event will include understanding menopause in the workplace, sustainability, women in leadership roles, and more.

The event is designed to meet the needs of everyone in the accounting profession and is an excellent opportunity to learn and network.

Guest Bio

Caroline Hobden is a seasoned event professional with over 20 years of experience managing international business-to-business events. As the Director of the popular Accountex portfolio, Caroline brings her wealth of knowledge and expertise. From Accountex Summit North in Manchester to Accountex in London, virtual events, and the monthly e-newsletter Accounting Insight News, Caroline delivers top-notch events for the accounting and finance community. Connect with her on LinkedIn to stay up-to-date on the latest in the industry.

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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/

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The Accounting Influencers Podcast, hosted by Rob Brown, features Lee Frederiksen, a behavioural scientist and researcher at Hinge Marketing, discussing marketing and growth opportunities for accounting firms.

Lee talks about the importance of marketing and the need for the right talent and skills to implement effective marketing strategies. He highlights the role of digital marketing techniques such as search engine optimisation, consultations, and blog posts in high-growth firms. In contrast, traditional techniques like business development and networking are used by no-growth firms. The episode also covers the importance of being flexible and adaptive to changes and gathering client data to understand their needs and anticipate changes in the market. The focus should be on leveraging technology and talent to develop innovative solutions and stay ahead of the competition. Frederiksen concludes by emphasizing the evolving role of accounting firms, which includes strategy development, branding, and marketing services.

Key takeaways from this episode include:

➤ why employer branding is a critical topic for accounting firm leaders to understand

➤ the three things you need to build a successful professional services firm

➤ the biggest growth challenge for many accounting firms

➤ why the accounting profession has the lowest number of actively looking job-seekers in the whole professional services sector

➤ what exactly job seekers are looking for in new roles depends on where they are in their career

➤ the importance of being able to work remotely for talent looking for accounting roles

➤ why accounting firms who have not responded well to covid will suffer most in losing top talent

➤ the number one factor in creating a really strong employer brand for your accounting firm

➤ the futility of your accounting firm having more than 3 core values

➤ the number one thing job seekers who are actively looking for a new position actually want

➤ the prime times or triggers that make people restless in wanting to leave an accounting firm or role

➤ explaining the trend of people thinking of their career as a series of gigs vz jobs

➤ why loyalty to an accounting firm increases for both staff and clients once a critical time has passed

➤ the disruptive effect of mergers and acquisitions on workforce stability of accounting firms

➤ why making people stay with 'golden handcuffs' can cause resentment and lowered productivity in accounting firm staff

➤ the two stages in developing a compelling 'employer brand' in an accounting firm

➤ a strong accounting firm brand in the marketplace may attract talent to you, but there's one vital thing it won't do

➤ the differences in professional services sectors when it comes to how they attract and retain top talent

➤ the importance of time horizons for restless employees - vital to know for retaining your best people

➤ why it's inevitable in tough times that accounting firms will lose people

➤ how the business model of 'needing a local and regional presence' has changed for accounting firms

➤ what do accounting firms can do to attract employees that are not actively looking to move

➤ questions accounting firm leaders should be asking in shaping a strong employer brand

➤ two top tips for accountants who want more career capital and greater profitability

Guest Bio

Lee Frederiksen is an award-winning marketer, Visible Expert®, and business strategist. As the Managing Partner of Hinge, he uses his PhD in behavioural psychology and CEO experience to help professional service firms achieve high growth and profitability. Lee is a recognized industry name, having authored several books and conducted extensive research on marketing and business growth. He is a regular speaker at major industry events and quoted in mainstream publications.

Discover growth strategies for accounting firms in this Accounting Influencers Podcast episode. Learn the importance of research-based approaches and digital marketing to stay competitive.

This show was initially aired as season 0, episode 116, on 20 Aug 2022. It was entitled "Employer Branding Strategies for Growing Accounting Firms". With the current focus on employer branding for accounting firms, Lee Frederiksen's research shows the importance of talent attraction and retention for accounting practices.

When he’s not travelling to speaking engagements or working at the Hinge headquarters, you’ll find Lee pursuing his interest in hot rods or watching movies with his wife, Candace. You can reach her here...

https://www.linkedin.com/in/leefrederiksen

https://twitter.com/leefrederiksen

http://www.hingemarketing.com

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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 today's episode 10, "Getting Accounting Clients to Conform", Susan Bryant discusses how accountants can improve their services and client experiences. She discusses the importance of accountants being proactive, communicating with clients regularly providing holistic financial advice. Bryant suggests that accountants need to focus on the clients that truly value their services and are willing to pay for them. She also encourages accountants to prioritise their fulfilment by only offering services they enjoy and focusing on their business development.

Bryant notes that the accounting industry needs to shift from an employee mindset to an entrepreneurial mindset and suggests that compensation for accountants should be tied to their ability to increase the value of their client's businesses and personal lives.

Bryant also discusses the need for accountants to standardise their processes to ensure conformity from the beginning and create positive client experiences. She highlights the importance of setting expectations and having systems to handle clients' varied and complex needs. She notes that clients are increasingly willing to switch accountants to find better service and advice and that accountants must be honest about their services to avoid disappointing clients. Bryant also emphasises the need for accountants to continually focus on their business development and continuously improve their knowledge and expertise.

You can also watch this on youtube - https://youtu.be/BDsfqdX3Ccs

Key takeaways

➤ Clients seek a more holistic approach from their accountants beyond compliance work. Accountants must evaluate whether their clients truly understand and value their work and are willing to conform to their processes and standards.

➤ Accountants should consider recalibrating what a good client looks like and be willing to let go of clients who are not a good fit. This may necessitate creating systems and processes to attract better clients eager to consume their services.

➤ Accountants who are proactive, close to their clients, and able to deal with complexity will be more successful. They need to be willing and honest about the clients they want to serve and how they want to serve them.

➤ Accountants need to have an entrepreneurial mindset and think of themselves as business owners. They should be compensated based on their ability to contribute to increasing the value of their client's businesses and personal lives.

➤ Developing a more commercial acumen and a more entrepreneurial business-thinking mindset will be necessary for accountants to stay relevant.

Guest Bio

Susan Bryant is a highly experienced and accomplished Certified Public Accountant (CPA) and Certified Tax Coach passionate about driving positive change in the business world. With over 15 years of experience, Susan has worked closely with numerous business owners, helping them achieve their goals and dreams by improving their finance functions. She firmly believes that accurate and reliable accounting data, combined with advanced tax planning and strategic advisory services, can be a game-changer for businesses looking to propel themselves forward.

Susan has worked in various capacities with her clients over the years, including as an architect of accounting processes, a mergers and acquisitions (M&A) advisor, and a tax strategist. Her expertise and dedication have earned her a reputation as a trusted and respected professional in the industry. With her knowledge and skills, Susan has helped countless businesses streamline operations, maximise profitability, and achieve long-term success.

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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 guests 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/

View Details

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 Talent Special bonus, "The Under-Used Brain of Accountants", Rob Brown chats to Dawn Goldberg, a mindset coach for accountants and shares how understanding and managing your brain can transform your personal and professional life. She discusses the universal application of the mindset mastery tool she teaches, explaining how it can improve relationships and every other area of life. She also shares her experience applying the tool to tax season and how it improved her experience with reduced stress.

Dawn highlights the importance of mastering time management for accountants and explains that managing the brain and time go together. She stresses the significance of taking ownership of our thoughts, creating intentional change, and sharing how getting everything out of our brains and onto paper can help in this process, allowing us to separate the facts from our thoughts about the facts. She emphasises that our thoughts are optional, and we can think intentionally to achieve better results.

Key Takeaways

➤ Mindset mastery is a universal tool that can be applied to every area of our lives.

➤ Circumstances are neutral and our thoughts create our reality.

➤ Better time management for accountants involves understanding how to manage our brains, not just relying on external tools.

➤ Taking ownership of our thoughts and understanding that our thoughts about our jobs create our feelings is crucial for creating intentional change.

➤ Getting everything out of our brains and onto paper can help with the process of mastering our mindset.

➤ Our thoughts are 100% optional and intentional thinking can lead to better feelings and better results.

You can also watch this on YouTube.

Guest Bio

Dawn Goldberg is an accomplished CPA with over 30 years of experience in public accounting, having worked for notable firms such as Deloitte and Ernst & Young. She is also a Professional Certified Coach for Accountants, passionate about teaching accountants how to optimise their skills and become more competent professionals.

Dawn's interest in learning led her to study life coaching, through which she learned powerful tools that positively impacted her life, including stress-free tax seasons. Her passion for helping accountants led her to write the book "The Smarter Accountant" and create two 6-week coaching programs - The Smarter Accountant Program and The Smarter Accountant Time Management Program.

Dawn aims to empower accountants to become more efficient and productive, preventing burnout, stress, and frustration. She achieves this by sharing her coaching and tools, helping accountants become more intelligent, productive, and ultimately more fulfilled in their profession.

Facebook https://www.facebook.com/Dawn.Goldberg.CPA

Linkedin https://www.linkedin.com/in/dawn-g-11366717b/

Website https://thesmarteraccountant.com/

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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/

View Details

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 today's episode 9, "What Works in Successful Discovery Calls", Rob Brown speaks with guest Nancy Fox about growing accounting firms. Nancy highlights the importance of having a unique value proposition and point of distinction that sets accountants apart from their peers. Additionally, she emphasises the need to warm up potential clients before a discovery call by networking and building relationships. Nancy shares a five-step structure for conducting discovery calls and suggests asking deep questions to determine potential clients' readiness, commitment, and budget for working with an accountant.

Nancy also advises waiting to send proposals until certain pieces are established and the client is ready to move forward. She emphasises the need to understand clients' businesses, ask great questions, and add value to their services to get their desired fees. Nancy concludes by offering to help accountants improve their probing and open-ended questions and providing a mini-training on success in discovery calls if enough people are interested. By setting boundaries and guidelines, accountants can work with clients who respect and value their services.

You can also watch this on YouTube.

Key Takeaways

➤ Having a unique value proposition and a point of distinction is crucial to building brand awareness and setting yourself apart from other accountants.

➤ Warm-up before a discovery call by networking and building relationships with potential clients, and prepare for the call by conducting thorough research on the person or company.

➤ During the discovery call, ask deep questions during the uncovering stage to determine interest versus commitment and nurture relationships with potential clients who may need more time to move forward.

➤ Set boundaries and guidelines for working with clients who respect and value your services and understand their businesses to add value to your services and get the desired fees.

➤ Only send proposals once certain pieces are established, and the client is ready.

Overall, by focusing on building relationships, providing value, and setting boundaries, accountants can better prepare for discovery calls and grow their firms.

Guest Bio

Nancy Fox, a former corporate executive, launched her coaching and training business in 1999. With a background in manufacturing, Nancy has trained and coached senior executives in leadership, communication, and business development. She also served as a Fractional Business Development Officer in professional service firms, guiding accounting and law professionals in networking, client relationship building, and engagement. Nancy has helped firms develop internal mentoring programs and women's initiatives.

Nancy is an accomplished community and network builder, a keynote speaker, and the author of the highly recognised strategic networking book Network Like A Fox. She is based in Los Angeles and enjoys playing tennis, spending time with dogs, hiking in the mountains, and dancing West Coast Swing. If you want to book a call with her or learn more about her book, Network Like A Fox.

Links: Book a call: https://fractionals.as.me/leapforward

Network Like A Fox book - https://networklikeafox.com

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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/

View Details

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 Talent Special bonus, "What Motivates Accountants & CPAs" Rob Brown features Ashley Miller, an executive coach. Ashley shares insights into leadership, team dynamics, and influence. She discusses the importance of the human element in accounting and how firms can add value by understanding what motivates their employees. Ashley also describes creating emotional connections in the workplace and inspiring employees through communication and empathy. She suggests building trust by being vulnerable and creating a sense of belonging for employees. Furthermore, Ashley notes the unique opportunity for accounting firms to expand globally by recruiting diverse individuals. She concludes by challenging leaders to be self-aware and advocate for their own careers while being accountable.

You can also watch this on youtube here: https://youtu.be/jrprBPjKU_g

Key Takeaways

  1. Accounting firms are uniquely positioned to help businesses grow and succeed, especially during challenging times like the pandemic. Firms can expand globally and seek diverse talent to support their clients.

  2. People crave human connection, even in their work lives, and accountants need to remember that clients and colleagues are people, not robots. Leaders can motivate and retain talent by understanding what motivates each individual and providing value beyond just salary.

  3. Self-awareness is crucial for both leaders and team members. Leaders need to be aware of their impact on others and seek feedback to improve, while team members must advocate for their careers and take personal accountability for their actions.

  4. Trust and vulnerability are essential for building relationships with colleagues and clients. People are likelier to follow leaders they trust and buy from organizations they like. Accountants can build trust and create deeper connections by being vulnerable and sharing their human side.

Guest Bio

Ashleigh Miller is the founder of Amplify Excellence LLC, a certified executive coach, and a business leader with over 20 years of experience in professional services organizations such as EY and Accenture. She is passionate about the human element within the business environment and empowers others by helping them realize their unique strengths as a catalyst for personal and team success. Ashleigh facilitates workshops and coaches on the art of emotional intelligence and its impact on business development, leadership skills, and team dynamics. She also serves as the President of the Board of Ballet Excel Ohio (BXO). In her free time, Ashleigh enjoys consuming hours of audiobooks and exciting podcasts, playing cards, laughing with friends, and engaging with her teenage children.

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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/

View Details

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 today's episode 8, "Innovation Beyond Technology in Accounting" Rob Brown speaks with Ed Kless, Senior Director of Sage Accountants Solutions, about innovation in the accounting industry. With 18 years of experience working for Sage, Ed has a wealth of knowledge about helping accounting partners, influencers, and customers improve their businesses.

Ed discusses the history of Sage and a think tank started by Ron Baker that helped to initiate the value pricing movement. He maintains that the billing model needs to be revised by the hour, as it focuses on efficiency rather than effectiveness. He also talks about the issue of tracking time and how innovation is about bringing disparate things together to create something new, using examples such as a skateboard and stroller combined.

The conversation delves into innovation around business models, delivery, packaging, pricing, and language. The speakers discuss the value of social capital and the importance of making connections, even with weak connections, to help others. They also discuss subscription marketing and how companies can innovate to create offerings that provide customers experiences and transformations beyond the product itself.

Using the example of the Fender guitar, the speakers discuss the importance of creating an offering that surrounds what customers are after, which could be the peace of mind, experiences, or transformations. They highlight the power of language in changing mindsets and how Disney's language changes played a role in creating attractions rather than rides.

Overall, this episode provides insightful and valuable perspectives on innovation in the accounting industry and how companies can create offerings that genuinely serve their customers' needs.

Key Takeaways

➤ The traditional billing model of charging by the hour is no longer effective in today's marketplace. Instead, firms should focus on delivering value to their clients and pricing their services based on that value.

➤ Innovation is not just about technology but about bringing disparate things together to create something new. This includes innovative business models, delivery methods, packaging, pricing, and language.

➤ Social capital and networking are important for building connections and helping others. Even weak connections can be valuable and lead to new opportunities.

➤ Subscription marketing can be a powerful tool for firms looking to provide experiences and transformations beyond the product itself. The key is to focus on what customers are ultimately after, whether it's peace of mind, experiences, or transformations.

➤ The power of language should not be underestimated. Using language that focuses on the benefits and outcomes of a service or product can change clients' mindsets and lead to increased sales.

You can also watch this on youtube

Guest Bio

Ed Kless is a Senior Director at Sage Accountants Solutions, where he develops and delivers courses on leadership, strategy, pricing, and project management. He also serves as a facilitator of the Sage Leadership Academy and a liaison to the Sage Leadership Academy Alumni Association. Ed is a senior fellow at the VeraSage Institute and a consultant for Tipping Point Advisors. He hosts "The Soul of Enterprise: Business in the knowledge economy" with Ron Baker on VoiceAmerica Talk Radio/

◣━━━━━━━━━━━━━━━━━━━━◢

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/

View Details

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 Talent Special bonus, "Employer Branding for Accounting Firms", Rob Brown continues his conversation with Jen Surtees, Director of People Experience (UK & EMEA) at Xero, to discuss 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 also watch this on youtube - https://youtu.be/YTvdozLmkXw

Guest Bio

Jen is an experienced and passionate Director of People Experience at Xero, where she leads efforts to create an inclusive and supportive environment for employees. With a background in coaching and research into the psychological conditions for high-performing teams, Jen brings a wealth of expertise to her role. She has designed recruitment, development, and cultural programs for businesses that prioritize people and is committed to seeing the impact of her work firsthand. At Xero, Jen is dedicated to ensuring every Xero employee has a world-class experience. The company's recent recognition as the 5th Best Workplace in Tech and 2nd Best Workplace for Women in the UK Large Business Category is a testament to her efforts. Outside work, Jen enjoys spending time with her family in their new coastal home, where they can explore the outdoors and appreciate nature.

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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/

View Details

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 today's episode 7, "Best Client Service in Accounting", Tom Wheelwright, a tax expert, joins Rob, the author of the best-selling book, "Tax-Free Wealth". Tom is the founder and CEO of WealthAbility, a global tax and accounting firm dedicated to helping entrepreneurs and investors reduce their tax burden and build wealth.

Tom shares his insights and expertise on tax planning and wealth creation topics. He explains how taxes work, why it's essential to have a tax strategy, and what steps individuals and business owners can take to minimise their tax liability.

He discusses the importance of financial education and how it can help individuals make informed financial decisions and achieve their financial goals. He shares his perspective on the current state of the economy and offers his advice on how individuals can prepare themselves for potential economic changes.

In addition, Tom emphasises the importance of having a team of advisors, including a tax advisor, financial planner, and legal expert, to help individuals make the best financial decisions for their unique situations.

This episode offers valuable insights and practical advice for individuals and business owners looking to reduce their tax liability and build wealth. So be sure to tune in and gain some valuable insights from one of the leading tax planning and wealth creation experts.

You can also watch this on youtube - https://youtu.be/YTvdozLmkXw

Key Takeaways

▶ Focus on tax planning, not just tax compliance. Of course, compliance is essential, but planning can help clients reduce their tax liability and save money.

▶ Develop a niche. Specialising in a particular industry or type of client can help differentiate your firm from competitors and attract more clients.

▶ Offer value-added services. Consider offering services such as financial planning or business consulting to provide additional value to clients and increase revenue for your firm.

▶ Build a strong team. Hire and train top talent, including tax professionals, financial planners, and legal experts, to provide comprehensive services and ensure client satisfaction.

▶ Leverage technology. Use technology such as automation and cloud-based software to streamline processes and improve efficiency, ultimately reducing costs and improving profitability.

▶ Invest in marketing. Develop a strong brand and marketing strategy to increase visibility and attract more clients to your firm.

▶ Continuously educate yourself and your team. Stay current on changes in tax laws and regulations and industry trends to provide the best possible service to clients and stay ahead of competitors.

Guest Bio

Tom Wheelwright is an accomplished CPA, entrepreneur, and internationally recognized speaker with tax and wealth management expertise. As the CEO of WealthAbility® and a Rich Dad Advisor, he has helped thousands of entrepreneurs, small business owners, and investors achieve their financial goals.

In addition to being a bestselling author of Tax-Free Wealth, he is releasing his upcoming book, The Win-Win Wealth Strategy, which outlines seven government investments to help individuals build wealth while reducing taxes.

Tom is a trusted CPA for Robert Kiyosaki, author of Rich Dad Poor Dad, and has spoken on stages across the globe to over 100,000 individuals. He also hosts two successful podcasts, The WealthAbility® Show with Tom Wheelwright, CPA and The WealthAbility® for CPAs Show.

Tom's mission is to help people achieve their financial dreams by legally and permanently reducing their taxes. He is a regular contributor to Entrepreneur magazine. His work has been featured in prominent media outlets such as Forbes, The Wall Street Journal, The Washington Post, FOX and Friends, Marketplace / NPR, and ABC News Radio.

◣━━━━━━━━━━━━━━━━━━━━◢

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/

View Details

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 Talent Special bonus, "Human Capital & Talent in Accounting", host Rob Brown speaks with guest Gary Shamis about the challenges accounting firms face in talent acquisition and retention. Shamis notes the 50% decrease in the pipeline of new CPAs over the last five years and believes that the value proposition in public accounting needs to be improved, creating a deep hole in the industry. He emphasises the importance of focusing on clients, people, and growth, staying up-to-date with the competition, and re-evaluating the value proposition to increase the bottom end of compensation and create a culture of growth.

The discussion also covers the impact of automation and robotics on the accounting industry. Shamis advises firms to have a contingency plan and appoint a tech-savvy employee to monitor industry developments. Attracting talented employees is a challenge, and the speaker suggests focusing marketing efforts on attracting staff rather than clients and changing partner bonuses to include incentives for bringing in talent. A strong brand is also essential for attracting both clients and employees.

You can also watch this on youtube here: https://youtu.be/RiPX4KXYH0c

Key Takeaways

➤ New CPA pipeline has decreased by 50% in the last five years, creating a deep hole in the industry.

➤ Value proposition in public accounting needs improvement to attract and retain talent.

➤ Focusing on clients, people, and growth is crucial for accounting firms to succeed.

➤ Staying up-to-date with competition and re-evaluating the value proposition is necessary.

➤ Automation and robotics are impacting the accounting industry, and firms need a contingency plan.

➤ Appointing a tech-savvy employee to monitor industry developments is crucial.

➤ Marketing efforts should focus on attracting staff rather than just clients.

➤ Partner bonuses should include incentives for bringing in talent.

➤ A strong brand is essential for attracting both clients and employees.

➤ Accounting firms must adapt to the changing landscape of the industry to succeed in talent acquisition and retention.

Guest Bio

Gary Shamis is an accomplished former managing partner of a top 40 US accounting firm that he sold to BDO in 2015. He is now the CEO of Winding River Consulting, which provides high-level strategy consulting to the Restaurant, CPA, and professional services industries. With numerous accolades in the accounting field, Gary was recognised as the EY Entrepreneur of the Year and is a Top Ten Managing Partner Elite by Accounting Today, where he was described as the “very model of the modern managing partner." Additionally, he was named Most Admired Peer by INSIDE Public Accounting and has been featured more than a dozen times on the Most Influential list by Accounting Today. Gary also co-authored How to Manage Your Accounting Practice: Taking Your Firm from Chaos to Consensus.

In addition to his successful accounting career, Gary has served within the American Institute of Certified Public Accountants ranks. You can connect with Gary through his LinkedIn profile or Winding River Consulting's website. He has also been featured in various interviews, including "Accounting Firm Leadership Priorities: Gary Shamis" and "Key Drivers of Change in Accounting with Gary Shamis."

You can connect with Gary here:

https://www.linkedin.com/in/gary-shamis-wrc

https://windingriverconsulting.com

Check out these other interviews with Gary:

"Accounting Firm Leadership Priorities: Gary Shamis"

https://bit.ly/3lyBIgW

"Key Drivers of Change in Accounting with Gary Shamis"

https://bit.ly/3xIhneq

◣━━━━━━━━━━━━━━━━━━━━◢

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/

View Details

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 today's episode 6, "Private Equity Impact in Accounting", Rob Brown talks to Gary Shamis about his experience in the accounting industry, from working for one of the Big Eight accounting firms to growing his own accounting firm and eventually selling it to BDO. He also discusses private equity in the accounting industry and the challenges facing the industry.

Key Takeaways

➤ Private equity firms increasingly invest in various industries, including accounting and financial services. As a result, many accounting firms are shifting their focus to represent private equity and portfolio companies to maintain business and grow their revenue.

➤ Private equity partners often have a controlling interest in the companies they invest in and their primary focus is on a return on investment. This can create tension with managing partners trying to implement growth strategies and manage the company's complex operations.

➤ Private equity deals between young and old partners are critical, as there may be differences in goals and priorities. It's important to consider these differences and how they may impact the partnership's success.

➤ There has been consolidation within the accounting industry due to the rise of alternative practice models and rollups, which have been the subject of lawsuits and controversy. Large companies such as American Express, H&R Block, and CBIZ have been involved in this consolidation trend.

You can also watch this on youtube

Guest Bio

Gary Shamis is a former top 40 US accounting firm managing partner who sold to BDO in 2015. He is now CEO of Winding River Consulting, a high-level strategy consulting for the Restaurant, CPA, and professional services industries. Gary won EY Entrepreneur of the Year and is a Top Ten Managing Partner Elite (Accounting Today) among many other accounting accolades. He was called the “very model of the modern managing partner. He was awarded Most Admired Peer (INSIDE Public Accounting) and has over a dozen appearances on the Most Influential list (Accounting Today). He has served within the American Institute of Certified Public Accountants ranks. He co-authored How to Manage Your Accounting Practice: Taking Your Firm from Chaos to Consensus.

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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/

View Details

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 Talent Special bonus, "Digital Wellbeing for Busy People" 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

Guest Bio

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 Master's 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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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/

View Details

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 today's episode 5, "Soft Skills Mastery in a VUCA World: Bailey Parnell", owner of Skills Camp, emphasises the importance of soft skills in the workplace, particularly in high-pressure professions like accounting. She stresses that grit is just one element of resilience and that soft skills are often the skills that characterise our relationships with ourselves and others. Bailey also explains how the VUCA acronym, Volatility, Uncertainty, Complexity, and Ambiguity, applies to the current workplace environment and how soft skills are crucial in navigating it.

Bailey and Rob discuss the need for a growth mindset and being open to continuous learning and development. They emphasise the importance of seeking feedback and auditing one's skills to identify areas that require action, especially with the increasing automation of some roles. The speakers differentiate between optimists and pessimists and explain how having an optimistic mindset, particularly in times of change and stress, is crucial. The conversation concludes by emphasising the need for a learner-centric approach to teaching soft skills that prioritises the learners' interests and learning styles over serving the institution.

You can also watch this on youtube - https://youtu.be/7gz1D2r1Idk

Key takeaways

▶ Soft skills are essential in accounting, as they significantly build relationships with colleagues, clients, and stakeholders.

▶ Resilience is a critical soft skill, but it's not enough. Other essential skills include stress management, empathy, and cross-cultural communication.

▶ The VUCA (Volatility, Uncertainty, Complexity, and Ambiguity) acronym is a helpful way to describe the current workplace environment, and developing soft skills is crucial in navigating it.

▶ To develop soft skills effectively, a learner-centric approach should be taken that prioritises the learners' interests and learning styles over institutional needs.

▶ Having a growth mindset, seeking feedback, and auditing one's skills are essential to continuous learning and development.

▶ Being optimistic is crucial, especially in times of change and stress. Optimism isn't necessarily about being positive or negative, but rather how one views oneself about what happens.

Guest Bio

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

◣━━━━━━━━━━━━━━━━━━━━◢

If you like the show, we'd appreciate a review on whatever platform you listen to. We'd love to get to know you!

Main show website. For access to every single show with full show notes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guests 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/

View Details

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 Talent Special bonus, "Leading in a People First Culture: Xero's Jen Surtees," host Rob Brown speaks with Jen Surtees, the Director of People Experience (UK & EMEA) at Xero, about the importance of building and leading in a people-first culture.

Jen explains that a people-first culture prioritises employees' well-being, development, and growth. She emphasises cultivating a culture where employees can thrive and feel supported. She identifies the first step as identifying the values that will drive the culture and developing a clear vision.

Leaders should create a safe environment for employees to voice their opinions and concerns. People leaders can support the culture by ensuring policies and practices align with the company's values. Jen shares top tips for understanding and developing culture, including listening to feedback, identifying areas for improvement, and incorporating change where needed.

You can also watch this on Youtube - https://youtu.be/7gz1D2r1Idk

Guest Bio:

Jen is the Director of People Experience (UK & EMEA) at Xero, with extensive experience in coaching and a passion for supporting individuals to be their best selves at work. Jen designs recruitment, development, and cultural programs for businesses that prioritize people at heart. She thoroughly researched the psychological conditions that foster high-performing teams and a sense of belonging, resulting in strong team cultures. Jen works at Xero, ensuring the company provides every employee with a world-class and inclusive experience. She creates an environment where employees can believe, belong and flourish. Under her leadership, Xero has been named the 5th Best Workplace in Tech and the 2nd Best Workplace for Women in the UK Large Business Category. Jen loves the great outdoors and recently moved with her husband and daughter to the coast, where they enjoy spending time outdoors and experiencing nature.

Key takeaways

➤ A people-first culture is crucial for businesses in today's recruitment landscape.

➤ Leaders must prioritise employee well-being, development, and growth to cultivate a thriving culture.

➤ To build a people-first culture, leaders should identify the values that drive the culture and develop a clear vision for the organisation.

➤ Leaders should create a safe environment for employees to voice their opinions and concerns.

➤ People leaders can support the culture by ensuring policies and practices align with the company's values.

➤ Top tips for understanding and developing culture include: listening to feedback, identifying areas for improvement, and incorporating change where needed.

➤ Businesses need to specialise in a niche and become thought leaders.

➤ Firms offering client advisory services (CAS) must focus on sales and marketing to succeed.

➤ Verticals matter in CAS, and firms must think beyond write-up and controllership to provide more value to their clients.

➤ To scale successfully in CAS, firms must focus on hiring and training staff, creating processes and systems and building technology infrastructure.

➤ CPA and BPO firms can compete with low-priced providers in the current market by providing niche expertise and thought leadership.

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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 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay updated 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/

View Details

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 today's episode 4, "The Power of a Pipeline for Accountants: Ed Warren", host Rob Brown sits down with Ed Warren, an accomplished sales executive with over 25 years of professional services sales and marketing experience. Ed works for Sage, a large accounting software firm, and helps accountants grow their outsourced accounting practice.

Ed shares his insights on how the accounting industry has been affected by the Covid-19 pandemic and what the future may hold for the industry. He believes that while the accounting firm space is in a good place given the circumstances, there is also a bit of complacency as they have weathered the storm reasonably well. However, staffing is a huge issue right now, and the industry will have to figure out how to adjust to players with different values than the legacy partner.

Ed also discusses the importance of the trusted advisor relationship that accountants have with their clients. He shares tips on how firms can increase their revenue through client advisory services, including cross-selling other services to clients such as wealth management, family office, and retirement planning. He emphasizes the importance of making conscious decisions to go after higher volume, higher margin clients to provide a better client experience and where the team is treated with respect.

You can also watch this on youtube here: https://youtu.be/4SlJKmLFoR0

Key takeaways

➤ Staffing is a significant issue for accounting firms, as younger generations value work-life balance and giving back to their communities more than partnership and equity.

➤ To stay competitive, accounting firms must adapt to changing software technologies, such as cloud-based ERP solutions and tax and compliance software.

➤ Blockchain and other technologies in the venture stage could significantly impact the audit process in the next five to ten years.

➤ Firms should focus on developing trusted advisor relationships with their clients and consider pruning their book of business to eliminate unprofitable relationships and replace them with clients who will pay their fees and treat their employees well.

➤ Cross-selling other services to clients, such as wealth management, family office, and retirement planning, can create a multiplier effect and lead to multiple business streams.

➤ Conducting a pipeline review and focusing on individuals expected to bring in new business is essential. Still, it's also crucial to have honest conversations with clients regarding the value of relationships and the lifetime value of a client.

➤ Having tough conversations with clients regarding billing rates and ensuring that the billing is fair for the work done is essential for maintaining a successful practice.

Guest Bio

Ed Warren is an accomplished sales executive with over 25 years of professional services, sales and marketing experience. He has worked in marketing, business development, and practice growth roles in Top 100 and Top 200 CPA firms. Ed is a fractional Chief Growth Officer for cloud accounting firms, helping them grow their outsourced accounting practice. He is a board member and finance committee chair of the Association for Accounting Marketing (AAM) and currently serves as the treasurer of AAM.

Aside from his professional work, Ed is an avid jogger, running 3 to 4 days per week, typically between 3 & 5 miles per run. He completed a Tough Mudder with his former managing partner and enjoys cooking, grilling, photography, and beach vacations with his wife, Marcia.

Ed is active on Twitter, where he can be found at @EdwardDWarren, and on LinkedIn at http://linkedin.com/in/edwarddwarren. He is also offering a free eBook download titled "7 Tips to Increase Revenue with Client Advisory Services," which can be found at https://edwarddwarren.hubspotpagebuilder.com/7-tips-to-increase-revenue-with-client-advisory-services.

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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/

View Details

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 Talent Special bonus, "Accounting Leaders - Good vz Great with Terry Snyder."

You can also watch this on YouTube - https://youtu.be/zxhMC7Ty36I

In this episode of the Accounting Influencers Podcast, host Rob Brown welcomes Terry Snyder, a seasoned expert in accounting firm growth. Terry emphasizes 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 strong brand, including defining your unique value proposition, identifying your ideal client, and creating a consistent visual and verbal identity.

Moreover, 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 relationships with clients. Tune in to the Accounting Influencers Podcast to learn more and to get valuable insights and tips from the industry's top influencers.

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 currently advises BOKS International, large accounting firms, and software vendors on their growth strategies.

Key Takeaways

➤ Having a growth mindset is essential for accounting firms to thrive, and it's crucial to be open to new ideas and seek out opportunities to learn and improve constantly.

➤ Developing a strong brand is a key strategy for accounting firm growth, and a strong brand is more than just a logo or tagline. It's about creating a clear and compelling message that resonates with your target audience.

➤ To build a strong brand, it's important to define your unique value proposition, identify your ideal client, and create a consistent visual and verbal identity.

➤ Automation and artificial intelligence will continue to play a growing role in the accounting industry, but maintaining a personal touch and building relationships with clients is still essential.

➤ To stay ahead of the curve in the accounting industry, it's important to invest in technology, develop new skills, and embrace change.

◣━━━━━━━━━━━━━━━━━━━━◢

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/

View Details

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.

How Accountants Can Grow with Video: Kate Johnson

Our guest today is Kate Josephine Johnson, owner of Heritage Business Services, LLC, a virtual bookkeeping firm serving small businesses across the United States. Kate is also the Chief Hustler at Bookkeeping Side Hustle, where she helps other accounting professionals build virtual accounting careers they love.

In this episode, Kate shares her insights on how accounting professionals can diversify their revenue streams. She discusses various strategies, including eBooks, monthly membership for DIY clients, vendor referral links, YouTube, and sponsorships of newsletter and video content.

Kate emphasizes the importance of using video in your business. She shares statistics about the rise of video and explains that you need two skills to make videos: creating and communicating. She also provides different ways to use video, such as internal operations, clients and hot prospects, and external “Know/Like/Trust” marketing.

Kate also talks about how to enter the accounting space as an outsider and build a life you love. She shares her personal story of transitioning from corporate finance to small business accounting after being a stay-at-home mom for six years.

Lastly, Kate elaborates on the mission of the Bookkeeping Side Hustle Community. The community aims to support accounting professionals, emphasize that bookkeeping is accounting, provide honest reviews, and foster a community of hardworking people. The community also rethinks income, helps job seekers, and makes accounting fun!

You can also watch this on youtube here: https://youtu.be/jFWwclJHcjE

Kate Josephine Johnson is the owner of Heritage Business Services, LLC, a virtual bookkeeping firm that serves small business clients throughout the United States. She is also the Chief Hustler at Bookkeeping Side Hustle, where she helps accounting professionals build a virtual accounting career they love. Kate is a proud Texan, Baylor Bear, and Navy wife. With an MBA from the Yale School of Management and a BA in Economics from Baylor University, Kate worked in corporate finance before choosing to be a stay-at-home mom for several years after her first child was born.

In 2021, she was recognized as the Top 50 Women In Accounting. Kate is known to be a morning person and gets more done before 7:00 am than most people do all day long. She can be contacted via www.HeritageBusinessServices.com for small businesses and bookkeepingsidehustle@gmail.com for accounting professionals.

Kate is also active on LinkedIn, Twitter, Instagram, and YouTube, and she manages the Bookkeeping Side Hustle Facebook Group.

Key takeaways from this episode include:

Diversify your revenue streams: In addition to traditional accounting services, explore other opportunities to generate revenue, such as creating ebooks, offering monthly memberships for DIY clients, vendor referral links, YouTube, sponsorships of your newsletter and video content, and more.

Use video in your business: Video is no longer optional in today's business world. Learn to create and communicate effectively through video to enhance your marketing efforts and engage your clients.

Build a virtual accounting career: If you're an outsider looking to break into the accounting space, consider building a virtual accounting career that can scale up or down with your family's needs. Take advantage of resources like the Bookkeeping Side Hustle Community to learn how to make accounting fun and rethink income.

Emphasize the "know/like/trust" factor: In addition to providing quality accounting services, focus on building relationships with your clients and fostering a sense of community to establish trust and loyalty. This can lead to more referrals and repeat business.

Foster a positive company culture: Create a positive company culture that values hard work and respect for others, and provide opportunities for your employees to connect and engage with one another. This can help attract and retain top talent and ultimately drive growth for your firm.

◣━━━━━━━━━━━━━━━━━━━━◢

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/

View Details

As part of this Success 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.

You can view this episode on Youtube here: https://youtu.be/-Iz8GJtQmQs

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

  1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

  2. What kind of shape is the accounting profession in as we emerge from the pandemic?

  3. If you were a teacher giving accountants a school report, how would you grade them?

  4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

  5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

  1. What will be the main challenges for accountants and firms in the coming year?

  2. Where will accounting firms find their biggest opportunities in the coming year?

  3. What will separate the good accounting firms from the great ones in 2023?

  4. What will happen to the complacent accounting firms who won't/can't change?

  5. 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?

View Details

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 today's episode 2 of our new season "Do Accountants Make the Best CFOs? Steve Rosvold."

You can also watch this on youtube here: https://youtu.be/xp9pokrbOjQ

Steve Rosvold is the Founder of CFO.University, a professional development platform for finance leaders. He spent 20 years leading corporate finance teams honing his ability to drive change, improve profitability and ensure long-term financial health for businesses before creating an advisory practice that grew into CFO.University.

The company’s foundation is built on the four pillars of CFO success: Accounting, Finance, Treasury and Leadership and its mission is to deliver practical, performance enhancing and convenient professional development to finance leaders all around the globe.

In this episode, we discuss how accountants and CPAs are dialed into governance, financial control and historical reporting, but how this often locks them out of future focus, predictions, and analytics. If accountants and CPAs don't have the right skills, what do they need?

Steve shares the four pillars of success in COF University that lead to mastery as a senior financial officer and an even stronger accountant. The Four Pillars are made up of:

  1. Accounting – Governance & Controls, Transaction Recording and Reporting
  2. Finance – Business Planning, Financial Forecasting and Investment Analysis
  3. Treasury – Cash Management, Funding (Capital Raising) and Risk Management
  4. Leadership – Self Awareness, Team Building and Strategy & Culture

We explore how the CPA or chartered accountant qualification used to be a route to CFO status and positions but no longer. And we look at what is. Lots of goodies here to help accounting professionals appreciate and even step into the financial expertise required by modern businesses.

Steve lives in beautiful Vancouver, Washington and is an avid bicyclist. On his longest one-day trek he pedaled 275 miles from Seattle to Spokane, Washington.

https://www.linkedin.com/in/steverosvold

https://www.cfo.university/

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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 sponsor:

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/

View Details

This bonus episode of the Accounting Influencers podcast is part of a series 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.

You can check this episode out on Youtube here: https://youtu.be/ink1NDsoW-I

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

  1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

  2. What kind of shape is the accounting profession in as we emerge from the pandemic?

  3. If you were a teacher giving accountants a school report, how would you grade them?

  4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

  5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

  1. What will be the main challenges for accountants and firms in the coming year?

  2. Where will accounting firms find their biggest opportunities in the coming year?

  3. What will separate the good accounting firms from the great ones in 2023?

  4. What will happen to the complacent accounting firms who won't/can't change?

  5. 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?

View Details

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are

  1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
  2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 32, "Inspirational Women Leaders in Accounting Panel 14" features

Alexis Becker Director at Freed Maxick CPAs https://www.linkedin.com/in/alexissullivanbecker/

Lexy Kessler Partner, Government Contracting Services Group at Aronson LLC https://www.linkedin.com/in/lexykessler/

Teri Schaffer Managing Partner, Northeast Ohio Assurance at BDO USA, LLP https://www.linkedin.com/in/teri-martello-schaffer-60286610/

Tamera Loerzel Partner at ConvergenceCoaching, LLC https://www.linkedin.com/in/tameraloerzel/

Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

You can also watch this on youtube here: https://youtu.be/0-_KMhncCQg

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

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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

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

View Details

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 today's episode 1 of a new season, "What Is Accounting Transformation? Donny Shimamoto."

You can also watch this on youtube here: https://youtu.be/6iKrIxPUqsQ

Donny Simamoto 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 :

☛ the origins of the Center for Accounting Transformation and what's happening at that brand here: www.improvetheworld.net

☛ what exactly is meant by 'accounting transformation'

☛ key areas of accounting transformation, including accounting firms , tax, audit, outsourced accounting and

☛ how the accounting firm transformation assessment works and the 6 major transformation areas firms must understand

☛ blueprints for tax return preparation automation and outsourcing that looks at the end to end tax return process

☛ findings on research into keys to success with tax staff outsourcing

☛ upcoming research on what accounting firms that have successfully used outsourcing are doing and lessons learned

☛ the content of audit self-study course (automation, artificial intelligence, blockchain, data analytics, data visualization and the future of audit)

☛ the approach PwC has used to educate its entire US staff to identify opportunities to leverage technologies.

☛ toolkits in In CAS and finance transformation to help finance application and vendor selection for ERP and CPM solutions

☛ DE&I research findings from multiple state accounting societies, media, and firm associations

​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

ACCOUNTANTS

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you:

Are you a busy accountant struggling to create more revenue and career opportunities?

As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth.

This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn:

✓ What is a 'reachout' and how to create your target list

✓ How to keep in touch with your contacts and how to approach follow up

✓ How to make an introduction and extend your network by being helpful

✓ How to start a conversation with someone you don't already know

✓ How to make a new business offer without being salesy

If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.

DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/

If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...

How to leave a review on Apple Podcasts

① Open the Podcasts app on your iPhone, iPad, or Mac.

② Navigate to the page of the Accounting Influencers Podcast.

③ Scroll down to find the subhead titled "Ratings & Reviews."

④ Under one of the highlighted reviews, select "Write a Review."

Anything about the style of the show, the frequency, the content, the CPE/CPD, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.

Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob and the whole Accounting Influencers Podcast team.

View Details

As part of this Success 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.

Check this out on Youtube here: https://youtu.be/Pg0WqaNQbk8

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

  1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

  2. What kind of shape is the accounting profession in as we emerge from the pandemic?

  3. If you were a teacher giving accountants a school report, how would you grade them?

  4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

  5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

  1. What will be the main challenges for accountants and firms in the coming year?

  2. Where will accounting firms find their biggest opportunities in the coming year?

  3. What will separate the good accounting firms from the great ones in 2023?

  4. What will happen to the complacent accounting firms who won't/can't change?

  5. 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?

View Details

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are

  1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
  2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 31, "Inspirational Women Leaders in Accounting Panel 13" features

Emma Crawford-Falekaono Head of EMEA at Ignition https://www.linkedin.com/in/emma-cf/

Louise Wilson Head of Accounting & Finance Sector at Moneypenny https://www.linkedin.com/in/louiseatmoneypenny/

Sonia Dorais CEO at Chaser https://www.linkedin.com/in/soniadorais/

Zoe Lacey-Cooper Managing Director of CPD store at OmniPro https://www.linkedin.com/in/zoelacey-cooper/

Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

You can also watch this on youtube here: https://youtu.be/Pg0WqaNQbk8

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

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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.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

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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

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

View Details

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

Note from next week Mon 6 January 2023 this show reverts back to the popular Accounting Influencers Podcast as a title. You don't need to do anything - just make sure you stay subscribed when the show title changes.

In today's episode 31 , "Building a Successful LinkedIn Network: Nancy Fox."

You can also watch this on youtube here: https://youtu.be/kdG9WBuRzMo

Nancy Fox is a former corporate executive in manufacturing, launching her coaching and training business in 1999. She has trained and coached senior executives in leadership, communications, and business development. Nancy first experienced the fulfillment of fractional leadership when she became the Fractional Business Development Officer in professional service firms, guiding accounting and law professionals in networking, client relationship building and engagement. She helped firms develop internal mentoring programs and women’s initiatives.

Key takeaways from this episode include:

✓ the number one thing professional people will no longer tolerate in their careers

✓ why money has dropped from the top of the list of what people want from a professional job in accounting

✓ what has replaced 'nose to the grindstone' in pushing people ahead on the career ladder

✓ the lack of career permanency that means the shelf life of an executive is now rarely more than two years

✓ how employees have so many choices in their career if they are willing to build career capital

✓ acknowledging that even though it's easier to connect with people, it's also more noisey and crowded out there

✓ the long term nature of building a significant professional network - it's not an overnight thing

✓ what makes LinkedIn the 'go to' social media platform vz Facebook, Instagram and Twitter for accounting professionals

✓ the factors that determine what will be successful in building a strong LinkedIn profile

✓ What stretched accountants and CPAs can do if they feel they are too busy to network

...and so many more practical insights from Nancy.

Nancy is a community and network builder, a keynote speaker and the author of a highly recognized book on strategic networking, Network Like A Fox. She is based out of Los Angeles, loves tennis, dogs, the mountains, and West Coast Swing dancing.

Network Like A Fox book - https://networklikeafox.com

Book a call with Nancy - https://fractionals.as.me/leapforward

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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

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

View Details

As part of this Success 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.

You can also watch this interview with Sam Loui on Youtube: https://youtu.be/Y4aB7FTuCbM

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

  1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

  2. What kind of shape is the accounting profession in as we emerge from the pandemic?

  3. If you were a teacher giving accountants a school report, how would you grade them?

  4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

  5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

  1. What will be the main challenges for accountants and firms in the coming year?

  2. Where will accounting firms find their biggest opportunities in the coming year?

  3. What will separate the good accounting firms from the great ones in 2023?

  4. What will happen to the complacent accounting firms who won't/can't change?

  5. 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?

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

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

View Details

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are

  1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
  2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode, "Inspirational Women Leaders in Accounting Panel 12" features Arianna Campbell, Kimberly Ellison-Taylor, Michelle Arnold and Tommye Barie.

You can also watch this on youtube here: https://youtu.be/Y4aB7FTuCbM

Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

◣━━━━━━━━━━━━━━━━━━━━◢

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

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

View Details

This is the "Success in Accounting" show, going live every Monday to 150 countries and 31,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

Soon this will revert back to its previous name, the Accounting Influencers Podcast from Mon 6th Feb 2022 so stay subscribed and enjoy some of the excellent guests and panels we've got lined up with the world's top accounting influencers and experts.

In today's episode 30, "Why Accountants Need Communities: Bryan Williams."

Bryan Williams, partnerships and community expert tells host Rob Brown why accountants should be building communities for greater business opportunities.

You can also watch this on youtube here: https://youtu.be/Y4aB7FTuCbM

Bryan Williams is the founder of Hockey Stick Advisory which helped tech businesses to grow and 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.

Check out Bryan's previous interview "How Commercial Partnerships Help Accounting Firms" https://youtu.be/8UO2YfvKbAg on video or https://bit.ly/3VcHZ0R audio podcast

Key areas covered in this interview about accounting firms building communities:

✓ What's the story behind your building of Xero’s successful app community?

✓ How do you define a community?

✓ Community led growth, the perfect storm? Why now?

✓ What should a great community look like?

✓ What are the benefits of community growth ?

✓ Why are communities increasingly recognised as a strategic asset?

✓ How can you start a community? What should it look like?

✓ How can you measure community impact?

✓ What sort of rules should you have to moderate or control your community? How strict should you be?

✓ How can you activate your community?

✓ What are the key takeaways for accountants to get started in building their community?

Outside of work, he 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.

https://www.linkedin.com/in/bryanwilliamsaus

https://twitter.com/BryanWi11iams

https://hockeystickadvisory.com

◣━━━━━━━━━━━━━━━━━━━━◢

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

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

View Details

As part of this Success 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/

This interview is available here on youtube: https://youtu.be/NIFR1HiFt5k

We cover the following areas in these bonus episodes:

A. 2022 in review

  1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

  2. What kind of shape is the accounting profession in as we emerge from the pandemic?

  3. If you were a teacher giving accountants a school report, how would you grade them?

  4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

  5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

  1. What will be the main challenges for accountants and firms in the coming year?

  2. Where will accounting firms find their biggest opportunities in the coming year?

  3. What will separate the good accounting firms from the great ones in 2023?

  4. What will happen to the complacent accounting firms who won't/can't change?

  5. 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?

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

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

View Details

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are

  1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
  2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 29, "Inspirational Women Leaders in Accounting Panel 11" features

Ellen Choi Cofounder at Aiwyn https://www.linkedin.com/in/ellenchoi/

Maxine Brock International Marketing Director at MGI Worldwide https://uk.linkedin.com/in/maxine-brock

Orumé Agbeyegbe Hays Vice President at NYSSCPA https://www.linkedin.com/in/orum%C3%A9-hays-cpa-cgma/

Rebecca Benneyworth Principal at Rebecca Benneyworth and Co https://www.linkedin.com/in/rebecca-benneyworth-6994b114/

Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

You can also watch this on youtube here: https://youtu.be/9KG7c4N6oKI

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

◣━━━━━━━━━━━━━━━━━━━━◢

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

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

View Details

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 29, "Habits, Performance & Accountants Part 2: Jon Finn."

You can also watch this on youtube here: https://youtu.be/Zi9Wqj08gwE

Dr. Jon Finn wrote his best-selling book ‘The Habit Mechanic’ (which took him over 20 years) because his life’s mission is to help people to be their best in the challenging modern world. This book is proven to change lives. People have said it is a ‘MANUAL FOR LIFE’, and a ‘TOOL KIT FOR SUCCESS’. It contains over 30 self-improvement tools. It is like three books in one.

Dr. Finn also founded the award-winning Tougher Minds consultancy and has three psychology-related degrees, including a PhD. He has worked in performance psychology, resilience, and leadership science for over 20 years. Tougher Minds uses cutting-edge insights from psychology, behavioral science, neuroscience, and world champions to help organizations develop “Habit Mechanics” and “Chief Habit Mechanics”—resilient people, outstanding leaders, and world-class teams.

Key takeaways from this episode include:

➠ how habits and habitual brain patterns govern pretty much everything you do in work and personal life

➠ one simple question accountants can ask themselves to be more intentional with their brains and habits for better performance

➠ how accountants can use data to create 'tiny empowering actions' or TEAs to improve their performance

➠ how the 'Habit Mechanic' book offers professionals like accountants the specific bevavioral science tools that work for them as individuals

➠ how to recalibrate performance when things go wrong or failure happens

➠ why we don't do what we know we should do, even if it's good for us and even if we know we should do it

➠ some of the factors that drive complex behaviors through our everyday habits

➠ the difference between intentions and habits, especially when it comes to the triggers and rewards that build habits

➠ the problem with 'more knowledge' in trying to solve the problems that cause mental breakdown and low mental resilience

➠ how artificial intelligence falls down in complex areas that require high level thinking - this will keep accounting professionals relevant!

➠ check out part 1 of this interview with Dr Jon Finn for the foundations of good habits in level performance at work and how the brain really works https://youtu.be/fZDSas5V9Cw or the podcast here: https://bit.ly/3XaqWOy

Having trained and coached over 10,000 people, Dr. Finn, and his colleagues, work with global businesses, high-growth startups, individuals, elite athletes, coaches and teams, leading educational institutes, families, the UK government, and think tanks. For podcast episodes and free resources, visit: tougherminds.co.uk.

The Habit Mechanic book: https://geni.us/TheHabitMechanic

www.linkedin.com/in/dr-jon-finn

◣━━━━━━━━━━━━━━━━━━━━◢

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

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

View Details

As part of this Success 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.

You can watch this episode on youtube here: https://youtu.be/VqdcLLuwzww

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

  1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

  2. What kind of shape is the accounting profession in as we emerge from the pandemic?

  3. If you were a teacher giving accountants a school report, how would you grade them?

  4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

  5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

  1. What will be the main challenges for accountants and firms in the coming year?

  2. Where will accounting firms find their biggest opportunities in the coming year?

  3. What will separate the good accounting firms from the great ones in 2023?

  4. What will happen to the complacent accounting firms who won't/can't change?

  5. 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?

└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘

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

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

View Details

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are

  1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
  2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 28, "Inspirational Women Leaders in Accounting Panel 10" features

Avani Desai Chief Executive Officer at Schellman https://www.linkedin.com/in/avani-d-596366/

Gabrielle Luoma Co-Founder and CEO at MOD Ventures https://www.linkedin.com/in/gabrielleluomacpa/

Lori Kaiser Founder + CEO at Kaiser Consulting https://www.linkedin.com/in/lorikaiser/

Nayo Carter-Gray CEO at 1st Step Accounting https://www.linkedin.com/in/nayocartergray/

Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

You can also watch this on youtube here: https://youtu.be/NnWs7t5QaCE

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

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

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

View Details

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 28, "Habits, Performance & Accountants Part 1: Jon Finn."

You can also watch this on youtube here: https://youtu.be/fZDSas5V9Cw

Dr. Jon Finn wrote his best-selling book ‘The Habit Mechanic’ (which took him over 20 years) because his life’s mission is to help people to be their best in the challenging modern world. This book is proven to change lives. People have said it is a ‘MANUAL FOR LIFE’, and a ‘TOOL KIT FOR SUCCESS’. It contains over 30 self-improvement tools. It is like three books in one.

Dr. Finn also founded the award-winning Tougher Minds consultancy and has three psychology-related degrees, including a PhD. He has worked in performance psychology, resilience, and leadership science for over 20 years. Tougher Minds uses cutting-edge insights from psychology, behavioral science, neuroscience, and world champions to help organizations develop “Habit Mechanics” and “Chief Habit Mechanics”—resilient people, outstanding leaders, and world-class teams.

Key takeaways from this episode include:

➠ the similarities between high level sports performance and optimal business performance

➠ how much we know about the brain and what that knowledge allows business people to benefit from

➠ why super smart people like accountants and CPAs don't perform as optimally as they should

➠ how easy, automated and repeated behaviors dominate our day to day working life

➠ the limits of our short term, conscious memories and how the brain actually functions

➠ the origins of VUCA and the impacts of volatility, uncertainty, complexity and ambiguity in professional life

➠ how habits define daily work practices and the ability of professionals like accountants to perform optimally

➠ the different ways our brains can be recharged to maintain high level performance in pressure situations

➠ the kind of brain power accountants and CPAs need to perform high value, highly charged work

➠ practical tips accountants can apply quickly to harness the power of habits for better performance at work

➠ check out part 2 of this interview with Dr Jon Finn for more practical applications of habit mechanics for high level performance at work

Having trained and coached over 10,000 people, Dr. Finn, and his colleagues, work with global businesses, high-growth startups, individuals, elite athletes, coaches and teams, leading educational institutes, families, the UK government, and think tanks. For podcast episodes and free resources, visit: tougherminds.co.uk.

The Habit Mechanic book: https://geni.us/TheHabitMechanic

www.linkedin.com/in/dr-jon-finn

◣━━━━━━━━━━━━━━━━━━━━◢

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

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

View Details

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are

  1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
  2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 27, "Inspirational Women Leaders in Accounting Panel 9" features

Gemma Edwards Partner, Head of Audit Operations at Cooper Parry https://www.linkedin.com/in/gemma-edwards-263a6ba8/

Lindsay Stevenson Chief Transformation Officer at BPM LLP https://www.linkedin.com/in/lindsaystevensoncpa/

Lory Kelley Managing Partner at Bernard Robinson & Company https://www.linkedin.com/in/loryhartmann/

Sharron Gunn Chief Operating Officer at ICAEW https://www.linkedin.com/in/sharrongunn/

Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

You can also watch this on youtube here: [link from spreadsheet]

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

◣━━━━━━━━━━━━━━━━━━━━◢

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.

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

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

View Details

As part of this Success 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

  1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

  2. What kind of shape is the accounting profession in as we emerge from the pandemic?

  3. If you were a teacher giving accountants a school report, how would you grade them?

  4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

  5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

  1. What will be the main challenges for accountants and firms in the coming year?

  2. Where will accounting firms find their biggest opportunities in the coming year?

  3. What will separate the good accounting firms from the great ones in 2023?

  4. What will happen to the complacent accounting firms who won't/can't change?

  5. 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?

View Details

As part of this Success 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

  1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

  2. What kind of shape is the accounting profession in as we emerge from the pandemic?

  3. If you were a teacher giving accountants a school report, how would you grade them?

  4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

  5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

  1. What will be the main challenges for accountants and firms in the coming year?

  2. Where will accounting firms find their biggest opportunities in the coming year?

  3. What will separate the good accounting firms from the great ones in 2023?

  4. What will happen to the complacent accounting firms who won't/can't change?

  5. 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?

◣━━━━━━━━━━━━━━━━━━━━◢

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.

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

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

View Details

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are

  1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
  2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 26, "Inspirational Women Leaders in Accounting Panel 8" features

Christina Earls President at the Association of Accounting Technicians https://www.linkedin.com/in/christina-earls56367716/

Kim Ripberger Chief People Officer at Bernard Robinson & Company https://www.linkedin.com/in/kimberly-ripberger-cpa-59790078/

Michelle Mahle Tax Operations & Innovation Leader at Elliott Davis LLC https://www.linkedin.com/in/mmahle/

Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

You can also watch this on youtube here: https://youtu.be/ENOuHINrYxA

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

◣━━━━━━━━━━━━━━━━━━━━◢

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.

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

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

View Details

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 25, "The Problem with Men - Rethinking Masculinity Pt 2."

Dan Stanley is a retired award-winning senior army commando, a former national sporting champion and author of Amazon bestseller, Rethinking Masculinity: A moderns man’s guide to succeeding in life; a book that illustrates and challenges the dysfunction of modern day masculinity.

In 2017, Dan experienced a midlife crisis; it nearly cost him his sanity and marriage but the adversity he experienced proved the catalyst for him changing his life’s trajectory. Now, Dan is an expert in men’s development and performance and is the founder of BetterMen, a coaching practice working exclusively with men.

Key takeaways from this episode include:

✿ how the upbringing of most boys leads to problems for men with overwork, burnout, loneliness and 'suffering in silence'

✿ the impact of high levels of divorce on men and why suicide is the biggest cause of death for men under 40 years old

✿ what stops men from being vulnerable and open with other men in talking about 'stuff', and why that leads to major problems

✿ the drivers shifting what success and masculinity mean in a post-pandemic world

✿ the two mountains in a man's life and what self-care looks like for men who must prioritize themselves

✿ practical strategies men can deploy to be better without being overwhelmed, undermined and under pressure

...and much much more

Dan has enabled clients to improve their wellbeing, relationships and work life balance, to change or re-ignite their careers, save their marriages and exit businesses for 7 figure sums.

https://www.linkedin.com/in/dan-stanley-bettermen/

https://www.better-men.uk/ to get a free copy of Dan's book

◣━━━━━━━━━━━━━━━━━━━━◢

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.

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

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

View Details

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 24, "The Problem with Men - Rethinking Masculinity Pt 1."

You can also watch this on youtube here: https://youtu.be/oDJWg1Jt9z8

Dan Stanley is a retired award-winning senior army commando, a former national sporting champion and author of Amazon bestseller, Rethinking Masculinity: A moderns man’s guide to succeeding in life; a book that illustrates and challenges the dysfunction of modern day masculinity.

In 2017, Dan experienced a midlife crisis; it nearly cost him his sanity and marriage but the adversity he experienced proved the catalyst for him changing his life’s trajectory. Now, Dan is an expert in men’s development and performance and is the founder of BetterMen, a coaching practice working exclusively with men.

Key takeaways from this episode include:

✿ why we need to rethink masculinity and what it means to be a man, especially in the business world

✿ quoting Tony Robbins - "Success without fulfilment is the ultimate failure"

✿ the challenges of gender conditioning, social expectations and a turbulent world on the mindsets of working men

✿ the problems men encounter in trying to be strong, to stay silent, to not share vulnerabilities and to convey they are successful

✿ the five big challenges men face in their professional and personal lives that affect performance and mental health

✿ practical strategies men can deploy to be better without being overwhelmed, undermined and under pressure

Dan has enabled clients to improve their wellbeing, relationships and work life balance, to change or re-ignite their careers, save their marriages and exit businesses for 7 figure sums.

https://www.linkedin.com/in/dan-stanley-bettermen/

https://www.better-men.uk/ to get a free copy of Dan's book

◣━━━━━━━━━━━━━━━━━━━━◢

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.

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

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

View Details

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are

  1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
  2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 23, "Inspirational Women Leaders in Accounting Panel 7" features

Caroline Monk Executive Partner at Beever and Struthers https://www.linkedin.com/in/caroline-monk-2aa47634/

Deanna Salo Managing Principal at Cray Kaiser https://www.linkedin.com/in/deanna-salo/

Liza Robbins CEO at Kreston International https://www.linkedin.com/in/lizarobbins/

Maureen Dillmore Executive Director for Prime Global https://www.linkedin.com/in/maureen-dillmore-cmp-95471b7/

OPENING REMARKS

What are the key priorities for today's leaders in the accounting profession, and where does DIVERSITY/DEI appear on that list?

2. YOUR CAREER & LEADERSHIP STYLE

Outline your career journey 'to the top' and describe your approach to leading in challenging times.

3. CULTURE

What works for leaders in setting a culture that embraces a more diverse workforce and greater inclusiveness?

4. CLOSING REMARKS

What are your top 2-3 career or life tips for those women who desire to lead and make a difference?

You can also watch this on youtube here: https://youtu.be/WTlC1Dexub4

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

◣━━━━━━━━━━━━━━━━━━━━◢

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.

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

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

View Details

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 22, "Inspirational Women Leaders in Accounting Panel 6."

You can also watch this on youtube here: https://youtu.be/76ERDEPU4pk

Today's high level panel:

Debbie Zaller Chief Operating Officer Schellmann https://www.linkedin.com/in/debbiezaller/

Donna Erbs Partner + Strategic Growth at Anders CPAs + Advisors https://www.linkedin.com/in/donnaerbs/

Emily Ackerman Director of Business Development at Lane Gorman Trubitt, LLC https://www.linkedin.com/in/emilyackermandfw/

Janet Jack CEO at Institute of Accountants and Bookkeepers https://www.linkedin.com/in/janet-jack-a878621a/

◣━━━━━━━━━━━━━━━━━━━━◢

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.

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

For announcements of published shows, tagging guest so you can build your network...

View Details

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic.

The two objective of these panels are

  1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
  2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 21 , "Inspirational Women Leaders in Accounting Panel 5" features

  1. Amy Cotton Head of Partnership Management at Capitalise https://www.linkedin.com/in/amy-cotton-60548bb6/
  2. Nicole Sterling President of the Association for Accounting Marketing https://www.linkedin.com/in/nicoleksterling/
  3. Sue Staunton Managing Partner at James Cowper Kreston https://www.linkedin.com/in/sue-staunton-4b369019/

Topics addressed in these panels:

  1. OPENING REMARKS

What makes DIVERSITY important in the accounting and fintech world, particularly as a woman in a male dominated environment? (talent, perspectives, what women and minorities 'bring to the table', challenges for under-represented groups, prejudice - 'having to work twice as hard as more entitled people', is accounting and fintech becoming more 'woke' and 'gender-blind? etc)

  1. YOUR OWN CAREER

What pivotal points or obstacles have marked your journey 'to the top'? (barriers, prejudices, expectations, your role models, seeing people like you in leadership roles, champions, influencers or even saboteurs along the way etc)

  1. LEADERSHIP STYLE

Who have you admired as a leader and why? What did they teach you? What's your own style? A more 'feminine' compassionate, authentic and vulnerable leader seems popular. Is that you? Have you learned 'how not to lead' under some people?

  1. CULTURE

What works for leaders in setting a culture that embraces a more diverse workforce and greater inclusiveness? Is it easier or harder to lead in today's complex world than ever before?

  1. CLOSING REMARKS

What are your top 2-3 career or life tips for women in accounting who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

You can also watch this on youtube here:

View Details

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic.

The two objective of these panels are

  1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
  2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 20, "Inspirational Women Leaders in Accounting Panel 4" features

  • Gorana Stojanovic Executive Director at PrimeGlobal https://www.linkedin.com/in/gorana-stojanovic-52310892/
  • Jody Padar author of The Radical CPA https://www.linkedin.com/in/jody-padar-18a9711/
  • Orla Collins President and Chair of Board at ACCA https://www.linkedin.com/in/collinsorla/
  • Nicola MacAuley Partner at Creaseys https://www.linkedin.com/in/nicola-macaulay-952a18a5/

Topics addressed in these panels:

  1. OPENING REMARKS

What makes DIVERSITY important in the accounting and fintech world, particularly as a woman in a male dominated environment? (talent, perspectives, what women and minorities 'bring to the table', challenges for under-represented groups, prejudice - 'having to work twice as hard as more entitled people', is accounting and fintech becoming more 'woke' and 'gender-blind? etc)

  1. YOUR OWN CAREER

What pivotal points or obstacles have marked your journey 'to the top'? (barriers, prejudices, expectations, your role models, seeing people like you in leadership roles, champions, influencers or even saboteurs along the way etc)

  1. LEADERSHIP STYLE

Who have you admired as a leader and why? What did they teach you? What's your own style? A more 'feminine' compassionate, authentic and vulnerable leader seems popular. Is that you? Have you learned 'how not to lead' under some people?

  1. CULTURE

What works for leaders in setting a culture that embraces a more diverse workforce and greater inclusiveness? Is it easier or harder to lead in today's complex world than ever before?

  1. CLOSING REMARKS

What are your top 2-3 career or life tips for women in accounting who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

You can also watch this on youtube here: https://youtu.be/gAhOEh-j-pM

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great...

View Details

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies. Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 19, "Inspirational Women Leaders in Accounting Panel 3" features Kat Wellum-Kent Fractional CFO for tech companies| Top 50 Women in Accounting 2021   https://bixel1.net/v1/t/c/723be697-b91e-3267-8a72-bb84568ea664/gm%3Aaf27a9d8-2833-4eb0-b861-5eb497606c71/Multiple%20Recipients/?https%3A%2F%2Fwww.linkedin.com%2Fin%2Fkatwellum-kent%2F= (https://www.linkedin.com/in/katwellum-kent/) Jackie Meyer Founder of TaxPlanIQ.com | the Concierge CPA https://bixel1.net/v1/t/c/723be697-b91e-3267-8a72-bb84568ea664/gm%3Aaf27a9d8-2833-4eb0-b861-5eb497606c71/Multiple%20Recipients/?https%3A%2F%2Fwww.linkedin.com%2Fin%2Fjackiemeyercpa%2F= (https://www.linkedin.com/in/jackiemeyercpa/) Kelly Mann Co-Founder and CEO, AuditMiner  https://bixel1.net/v1/t/c/723be697-b91e-3267-8a72-bb84568ea664/gm%3Aaf27a9d8-2833-4eb0-b861-5eb497606c71/Multiple%20Recipients/?https%3A%2F%2Fwww.linkedin.com%2Fin%2Fkelly-mann-cpa%2F= (https://www.linkedin.com/in/kelly-mann-cpa/) Maureen Penfold Managing Partner at Moore Kingston Smith LLP https://bixel1.net/v1/t/c/723be697-b91e-3267-8a72-bb84568ea664/gm%3Aaf27a9d8-2833-4eb0-b861-5eb497606c71/Multiple%20Recipients/?https%3A%2F%2Fwww.linkedin.com%2Fin%2Fmaureen-penfold%2F= (https://www.linkedin.com/in/maureen-penfold/)

You can also watch this on youtube here: https://youtu.be/1SqlUr-1eVM (https://youtu.be/1SqlUr-1eVM)

This episode is sponsored by MyWorkpapers, a powerful accounting solution designed especially for accountants. By redesigning workflow, eliminating admin and boosting productivity, they transform the way accountants work. It puts all of your clients’ accounts in one place with instant workpapers, automatic standardisation and critical reminders. In short, it gives busy accounting professionals endless ways to sort and stay on top of tasks. Available until 20 December 2022, as a valued subscriber to the Success in Accounting Podcast, new clients of MyWorkpapers can benefit from a 25% discount off your first year’s subscription. Find out how your practice could benefit from MyWorkpapers – go to https://www.myworkpapers.com/aip-offer (https://www.myworkpapers.com/aip-offer )and get your customised quote now. Or email them accounts@myworkpapers.com Offer available only to new MyWorkpapers clients.

The topics addressed in these panels: 1. OPENING REMARKS What makes DIVERSITY important in the accounting and fintech world, particularly as a woman in a male dominated environment? (talent, perspectives, what women and minorities 'bring to the table', challenges for under-represented groups, prejudice - 'having to work twice as hard as more entitled people', is accounting and fintech becoming...

View Details

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies. Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 18, "Inspirational Women Leaders in Accounting Panel 2" features Francesca Lagerberg CEO Baker Tilly International  https://bixel1.net/v1/t/c/723be697-b91e-3267-8a72-bb84568ea664/gm%3A87e15e88-377a-4c2b-ba93-a439b5d7c33d/Multiple%20Recipients/?https%3A%2F%2Fwww.linkedin.com%2Fin%2Ffrancescalagerberg%2F= (https://www.linkedin.com/in/francescalagerberg/) Angela Lee Loy Chairman Aegis Business Solutions  https://bixel1.net/v1/t/c/723be697-b91e-3267-8a72-bb84568ea664/gm%3A87e15e88-377a-4c2b-ba93-a439b5d7c33d/Multiple%20Recipients/?https%3A%2F%2Fwww.linkedin.com%2Fin%2Fangela-lee-loy-2395b42b%2F= (https://www.linkedin.com/in/angela-lee-loy-2395b42b/) Eriona Bajrakurtaj Managing Director Major's Accounts Ltd https://bixel1.net/v1/t/c/723be697-b91e-3267-8a72-bb84568ea664/gm%3A87e15e88-377a-4c2b-ba93-a439b5d7c33d/Multiple%20Recipients/?https%3A%2F%2Fwww.linkedin.com%2Fin%2Feriona-bajrakurtaj-19922006%2F= (https://www.linkedin.com/in/eriona-bajrakurtaj-19922006/) Julia Penny President ICAEW  https://bixel1.net/v1/t/c/723be697-b91e-3267-8a72-bb84568ea664/gm%3A87e15e88-377a-4c2b-ba93-a439b5d7c33d/Multiple%20Recipients/?https%3A%2F%2Fwww.linkedin.com%2Fin%2Fjuliaspenny%2F= (https://www.linkedin.com/in/juliaspenny/)

Topics addressed in these panels: 1. OPENING REMARKS What makes DIVERSITY important in the accounting and fintech world, particularly as a woman in a male dominated environment? (talent, perspectives, what women and minorities 'bring to the table', challenges for under-represented groups, prejudice - 'having to work twice as hard as more entitled people', is accounting and fintech becoming more 'woke' and 'gender-blind? etc) 2. YOUR OWN CAREER What pivotal points or obstacles have marked your journey 'to the top'? (barriers, prejudices, expectations, your role models, seeing people like you in leadership roles, champions, influencers or even saboteurs along the way etc) 3. LEADERSHIP STYLE Who have you admired as a leader and why? What did they teach you? What's your own style? A more 'feminine' compassionate, authentic and vulnerable leader seems popular. Is that you? Have you learned 'how not to lead' under some people? 4. CULTURE What works for leaders in setting a culture that embraces a more diverse workforce and greater inclusiveness? Is it easier or harder to lead in today's complex world than ever before? 5. CLOSING REMARKS What are your top 2-3 career or life tips for women in accounting who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted? You can also watch this on youtube here: [link from spreadsheet] Watch out for further panels featuring strong female voices with...

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On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies. Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 17, "Inspirational Women Leaders in Accounting Panel 1" features Emma Roberts, CEO of Creaseys (top 100 UK firm) https://bixel1.net/v1/t/c/723be697-b91e-3267-8a72-bb84568ea664/gm%3A15f74d1d-d9de-4e61-b90f-65de2f3fcacf/Multiple%20Recipients/?https%3A%2F%2Fwww.linkedin.com%2Fin%2Femmaroberts-creaseys%2F= (https://www.linkedin.com/in/emmaroberts-creaseys/) Kirsty McGregor, founder of The Corporate Finance Network https://bixel1.net/v1/t/c/723be697-b91e-3267-8a72-bb84568ea664/gm%3A15f74d1d-d9de-4e61-b90f-65de2f3fcacf/Multiple%20Recipients/?https%3A%2F%2Fwww.linkedin.com%2Fin%2Fkirstymcgregor%2F= (https://www.linkedin.com/in/kirstymcgregor/) Pamela Baker Managing Partner at Barbacane, Thornton & Company LLP (top 200 US firm https://bixel1.net/v1/t/c/723be697-b91e-3267-8a72-bb84568ea664/gm%3A15f74d1d-d9de-4e61-b90f-65de2f3fcacf/Multiple%20Recipients/?https%3A%2F%2Fwww.linkedin.com%2Fin%2Fpamelawbaker%2F= (https://www.linkedin.com/in/pamelawbaker/) Samantha Louis Chief Executive at Praxity Alliance https://bixel1.net/v1/t/c/723be697-b91e-3267-8a72-bb84568ea664/gm%3A15f74d1d-d9de-4e61-b90f-65de2f3fcacf/Multiple%20Recipients/?https%3A%2F%2Fwww.linkedin.com%2Fin%2Fsamantha-louis%2F= (https://www.linkedin.com/in/samantha-louis/)

Topics addressed in these panels: 1. OPENING REMARKS What makes DIVERSITY important in the accounting and fintech world, particularly as a woman in a male dominated environment? (talent, perspectives, what women and minorities 'bring to the table', challenges for under-represented groups, prejudice - 'having to work twice as hard as more entitled people', is accounting and fintech becoming more 'woke' and 'gender-blind? etc) 2. YOUR OWN CAREER What pivotal points or obstacles have marked your journey 'to the top'? (barriers, prejudices, expectations, your role models, seeing people like you in leadership roles, champions, influencers or even saboteurs along the way etc) 3. LEADERSHIP STYLE Who have you admired as a leader and why? What did they teach you? What's your own style? A more 'feminine' compassionate, authentic and vulnerable leader seems popular. Is that you? Have you learned 'how not to lead' under some people? 4. CULTURE What works for leaders in setting a culture that embraces a more diverse workforce and greater inclusiveness? Is it easier or harder to lead in today's complex world than ever before? 5. CLOSING REMARKS What are your top 2-3 career or life tips for women in accounting who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted? You can also watch this on youtube here: https://youtu.be/02H5zLdNWx8 (https://youtu.be/02H5zLdNWx8) Watch out for further panels featuring strong female...

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As part of this Success 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 how your network often determines or amplifies your influence. Who follows you and why? 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: On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "Success in Accounting" show, going live every Monday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this episode X of the brand new Success in Accounting podcast, we hear more live interviews from the recent International Accounting Forum and Awards 2022 which took place in London recently. AIBN were the official knowledge and broadcast partners of the event which featured the great and the good in the world of accounting networks, associations, alliances, institutes and professional bodies. Also present are representatives from large accounting firms (including top 4) and prestigious software/fintech vendors to the profession. https://arena-international.com/iaf/ (https://arena-international.com/iaf/) Guests interviewed by Rob Brown on this show are: John Rockliffe of M-Files: https://www.linkedin.com/in/john-rockliffe/ (https://www.linkedin.com/in/john-rockliffe/) Stephen Hamlet, CEO at Russell Bedford International along with Michael Quigley https://www.linkedin.com/in/stephen-hamlet-6b737110/ (https://www.linkedin.com/in/stephen-hamlet-6b737110/) https://www.linkedin.com/in/itsmichaelquigley/ (https://www.linkedin.com/in/itsmichaelquigley/)

Enjoy the live buzz of the event! If you'd like to book for 2023, the date is 29 June. ◣━━━━━━━━━━━━━━━━━━━━◢ 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.

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As part of this Success 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 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: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━

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As part of this Success 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 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: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━

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On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 16, "Accounting Firm Hybrid Working Strategies: Bill Reeb." You can also watch this on youtube here: https://youtu.be/M06oceDTQ8Q (https://youtu.be/M06oceDTQ8Q) Bill Reeb is a CPA and has been consulting for three decades in the areas of strategy, leadership and change management. He d became a CPA in 1986. An award-winning public speaker, Bill co-authored Securing the Future: Building Your Firm’s Succession Plan and Securing the Future: Implementing Your Firm’s Succession Plan. Bill is past Chair of the Board of the AICPA, is a current and past member of the Board of Directors and Council, and past Commissioner on the National Accreditation Commission. He also serves as an advisory board member to several organizations, including CPAFMA. Accounting Today has recognized his efforts by listing him as one of the Top 100 Most Influential CPAs. CPA Magazine has named him as one of the Top 100 Most Influential Practitioners, and Inside Public Accounting has listed him as one of the top 10 most recommended CPA firm consultants. Key takeaways from this episode include: ⍟ how competition is everywhere and what is happening in the world is pushing accounting professionals to constantly get better ⍟ where the CPA or accounting firm will move in the future and what it will take just to be in the professional services game ⍟ the mistake most accountants make in not linking data to decision and only focusing on financial data ⍟ the challenge for accountants who are overwhelmed by data but who cannot discern what is relevant data ⍟ why most financial data and reporting coming from accountants is out of date and therefore not useful to business owners ⍟ some of the many constraints faced by accountants and the number one thing business clients want from them most of all ⍟ what will happen to accounting firms who focus mostly on the commodity work of compliance in coming years ⍟ how the working environment has changed for accounting firms as a result of the pandemic ⍟ the kind of things that are really hard for an accountant to learn in a remote work situation ⍟ the challenges for accounting professionals working from home who struggle with initiative, motivation and self-responsibility ⍟ what virtual interactions lack that in person ones don't for accountants, CPAs and clients ⍟ what situations and kinds of people necessitate being present 'in the office' for accountants and CPAs ⍟ the power of accountability for accounting leaders and employees in accountancy firms ⍟ the warning signs for accounting firm leaders that mean they need to give their employees more attention ⍟ one of the biggest drivers of employee turnover or churn in accounting firms, especially with the best talent ⍟ the mental problems caused by isolation and overload, and what accountants can do to cope better ⍟ what the best accountancy firms are doing to retain their best talent in these 'arms length' challenging times ⍟ the key priorities for the accountancy profession everywhere and the #1 reason why they are so tough to solve ⍟ the impacts of strategic planning windows shrinking for accounting leaders in these uncertain times ⍟ explaining why the success factors for accounting firm growth are different moving from $1m to $10m to $100m and stages in between ⍟ how complexity increases significantly as professional firms grow and greater resources, training, processes and consistency are required ⍟ crystal ball - what accounting firm leaders need to be planning for NOW to be ready for the coming challenges ⍟ why it's a great time to be in the accounting profession and the one kind of person who would not see the opportunities in an accountancy career Bill enjoys a...

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As part of this Success 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 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: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━

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As part of this Success 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 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: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━

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As part of this Success 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", you'll hear how your network often determines or amplifies your influence. Who follows you and why? 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/6_VPa-Naze4 (https://youtu.be/6_VPa-Naze4) ◣━━━━━━━━━━━━━━━━━━━━◢ 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: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━

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On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday. In today's interview, "Mental Wellbeing for Accountants with Richard Hattersley." You can also watch this on youtube here: https://youtu.be/eLDXUN8Val8 (https://youtu.be/eLDXUN8Val8) Richard Hattersley is a journalist and broadcaster. He is the editor of AccountingWEB, the UK's leading community for accounting professionals. He took the reins of the site in January 2020 and oversaw record levels of traffic and hosted a weekly Coronavirus Q&A webinar as AccountingWEB became a lifeline to accountants during the Covid pandemic. He manages an in-house editorial team and commissioning quality content. In April 2020, he became host of AccountingWEB Live’s flagship digital show Any Answers Live. In December 2021, AccountingWEB launched its first exhibition and as editor, Richard had a hand in devising the content programme to engage and educate the exhibition attendees. He also hosts interactive panels and ‘how to’ discussions for the accounting and fintech world. Key takeaways from this episode include: ✓ how mental health and wellbeing has emerged as a disruptive trend in the accounting profession ✓ the number one thing most accountants do when they start and end their day in an 'always on' world ✓ the many competing pressures on accountants that increase stress, overwhelm, gloom and anxiety in work ✓ the move by many accounting firms to employ mental health and well being 'first aiders' to handle stress in working environments ✓ shout out previous episode "Depression & Mental Health In the World of Accountancy" with Andy Salkeld https://accountinginfluencers.captivate.fm/episode/podcast-andy-salkeld-rob-brown (https://accountinginfluencers.captivate.fm/episode/podcast-andy-salkeld-rob-brown) ✓ how isolation and pressures from the covid pandemic has brought mental health into the open for accountants ✓ the importance of speaking openly about mental health and wellbeing in the accountancy profession ✓ addressing the stigma surrounding mental health in the accountant's job where there is no room for error or mistakes ✓ research citing 79% of accountants believe stress and poor mental health is engrained in the accounting profession ✓ why many accounting professionals are failing to take advantage of the support available for work and stress related problems ✓ the added pressures on accountants to help their own clients emotionally and psychologically in pandemic times ✓ the consequences for accounting firms who get mental health wrong or don't take it seriously with their staff ✓ the impact for accountancy practices of not taking care of staff in terms of recruitment and retention of talent ✓ what best practice looks like in accounting firms who safeguard the mental wellbeing of their staff ✓ using employee satisfaction surveys in accounting practices to stay ahead of mental health issues and staff happiness ✓ advice for accounting firm leaders to help and support their staff with good culture and practices around mental health ✓ shoutout to Lucy Cohen on the importance of accounting firm leaders to be vulnerable and open on mental health issues to inspire their staff When he is not reporting on the latest news in business and accounting, you can find Richard running, taking long walks along the south coast or hidden in the corner of a coffee shop with a book. https://www.linkedin.com/in/richard-hattersley-71731515 (https://www.linkedin.com/in/richard-hattersley-71731515) ◣━━━━━━━━━━━━━━━━━━━━◢ 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...

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As part of this Success 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 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: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━

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As part of this Success 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 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: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━

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As part of this Success 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 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: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers...

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In this episode 14 of the Success in Accounting podcast, a live interview from North Carolina USA with Lory Kelley. Lory became Bernard Robinson & Company’s Managing Partner in 2021 and has over 20 years of experience in public accounting serving clients and in firm leadership roles. She represents the shift to the third generation of leadership within the firm’s 75-year history. Her focus is on sustainable firm growth by attracting top talent through BRC’s unique culture and employee experience, being the leading accounting and consulting firm in serving the middle-market, family business sector, and being entrepreneurial in spirit as new opportunities arise. ➨ why being a top 200 accounting firm or in any ranking can be important for a professional brand and status ➨ the journey to becoming managing partner and accounting firm leader from working mum ➨ the importance of role models for aspiring young professionals in accounting, particularly for women ➨ the dangers for accounting firms who do not offer flexibility in working practices to their staff ➨ the many benefits of having women in leadership positions for an accounting practice ➨ what a post-pandemic 'new-normal' working schedule looks like in a progressive accounting firm ➨ how not judging partners on their book of business impacts the culture and employer brand for an accountancy firm ➨ the challenges for accounting leaders to drive culture with hybrid working and multiple offices ➨ practical tips for intentional team building for accounting firms with remote and dispersed staff ➨ the importance of human connectivity and treating accounting firm employees like people ➨ how a top 200 firm creates a compelling employee value proposition while not paying top wages ➨ steps to defining, attracting and recruiting the right kind of employee that fits the culture of your accounting firm ➨ what warning signs an employee 'dedicated to their work' with few outside interests might present to an accounting practice ➨ how expectations and trust play a vital part in setting professional firm culture ➨ whether all of your firm's staff would or should be expected to give the same answer to 'why do you like working here?' ➨ what happens when an accountancy practice does not give their people targets for chargeable hours or billing time ➨ what makes a successful leadership style as a large accounting firm managing partner or leader ➨ the value of a coach or mentor for senior leaders in professional practices ➨ the skills and attributes required by accountants and CPAs to stay relevant and competitive ➨ how some accounting professionals have been able to pivot and acquire new skills in challenging times ➨ why serving clients exceptionally well is the number one priority for accountants ➨ the importance of growth for accounting firms who want to attract talent and avoid becoming stagnant ➨ shout out to DFK and what membership brings to senior and emerging leaders in exchanging knowledge and expertise ➨ the challenges in staying independent as an accounting practice to preserve culture and avoid being merged ➨ best career advice from 20+ years in the accounting profession ➨ words of inspiration and encouragement to younger members of the accounting world Outside the office, Lory, her husband, Mike, and son, Brennen are an active, outdoor family. It is not unusual for a weekend road trip to the beaches of Charleston, going out to the barn to work with their horses, or playing tennis and doing some yard work. Her idea of a perfect evening is curling up in a comfortable chair with a good book and a hot cup of Earl Grey tea. ◣━━━━━━━━━━━━━━━━━━━━◢ 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...

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As part of this Success 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", we talk about expertise and knowledge. 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 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: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━

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As part of this Success 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 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: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook:...

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As part of this Success 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 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: https://twitter.com/accinfluencers...

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In this episode 13 of Success in Accounting podcast, a live interview with Matt Snow, Chairman of Forvis. FORVIS was officially formed June 1, as the merger of equals of BKD and DHG became effective. FORVIS has formally entered the national top 10, landing at No. 8 on Inside Public Accounting’s annual ranking of accounting firms by revenue. The 2022 list was released today. “A driving factor in the creation of FORVIS was a desire by our partners and team members to create a new kind of national firm that puts our clients and our people first. We knew we would land in the top 10 by revenue, and it’s gratifying to see us place No. 8 on IPA’s annual list. But this is just the beginning. We continue to add to our team and build on this foundation. FORVIS will grow nationally and internationally on the strength of providing unmatched client experiences.” CEO Tom Watson A new name was announced in April, reflecting the forward vision of the firm’s more than 5,500 dedicated professionals. FORVIS has 70 offices in 28 states as well as the United Kingdom and Cayman Islands. It is a founding member firm of Praxity, a global alliance of independent firms committed to the highest standards required in international business. "We are proud that our merger of equals between BKD and DHG has propelled us to number eight on Inside Public Accounting’s annual ranking of firms by revenue as FORVIS." Chairman Matt Snow This interview took please in the head offices of Forvis in Charlotte North Carolina, USA. ◣━━━━━━━━━━━━━━━━━━━━◢ 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: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━

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On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "Success in Accounting" show, going live every Monday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. Each episode of "Success in Accounting" brings insights, interviews and inspiration to thousands of accounting practitioners globally. The podcast also serves bookkeepers, finance leaders and the fintech/software vendors who serve them with what success looks like. With a blend of interviews, panel discussions, live broadcasts from events, opinion pieces, blended pieces on key topics and occasional best ofs, hosts Rob Brown and Martin Bissett give you accounting professionals the tools and knowledge to be successful in your role. In this episode 12 of the brand new Success in Accounting podcast, "Being a Woman in a Man’s World: Androulla Soteri" Key takeaways from this episode include: 》 ＞ » ⫸ ☛ ☞ ☞ ☛ ⍟ ★ ☆ ✦ ✧ ✩ ✶ ✓ ◆ ➠ ➼ ➜ ➨ ➤ ► ➥ ⇢ ➳ ➩ ➯ ➺ ✱ ⁕ ❋ ✻ ✽ ❃ ✿ ❊ Key action - ◣━━━━━━━━━━━━━━━━━━━━◢ 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! 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 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) ━━━━━━━━━▲━━━━━━━━━

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On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "Success in Accounting" show, going live every Monday. In this episode 11 of the brand new Success in Accounting podcast, we begin a series of deep dive interviews with prominent and influential female leaders in the accounting world. This week, it's Avani Desai, Chief Executive Officer at Schellman, the largest niche cybersecurity assessment firm in the world that focuses on technology assessments. Avani is an accomplished executive with domestic and international experience in information security, operations, P&L, oversight, and marketing involving both start-up and growth organizations. She has been featured in Forbes, CIO.com, and the Wall Street Journal, and is a sought-after speaker as a voice on a variety of emerging topics, including security, privacy, information security, future technology trends, and the expansion of young women involved in technology. Also passionate about strategic philanthropy, Avani sits on the board of Arnold Palmer Medical Center, Philanos, Audit Committee chairwoman at the Central Florida Foundation, and is the co-chair of 100 Women Strong, a female-only venture capitalist based giving circle that focuses on solving community-based problems specific to women and children by using data analytics and big data. Listen to her share insights on the challenges and opportunities for women and minorities in accounting, leadership advice, being and searching for role models, finding career advocates and champions, making mistakes and what lessons get learned, the accounting profession at large, what separates the good accountants and firms from the great ones and much more. Avani is also an avid runner, always looking to sign up for the next Disney marathon. She considers her greatest accomplishment to be personal rather than professional—she is the proud mother to her 10 year old son, Sahil, 7 year old daughter, Sareena, and newborn son, Hastin. https://www.linkedin.com/in/avani-d-596366/ (https://www.linkedin.com/in/avani-d-596366/) ◣━━━━━━━━━━━━━━━━━━━━◢ 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: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━

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On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "Success in Accounting" show, going live every Monday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this episode 10 of the brand new Success in Accounting podcast, we begin a series of deep dive interviews with prominent and influential female leaders in the accounting world. We start with Francesca Lagerberg, the CEO of Baker Tilly International. She was appointed to the role on 1 June 2022 and is responsible for the network operations for Baker Tilly International, a top ten global accounting network, with member firms in over 140 territories. Francesca has 30 years of experience in professional services, including working in global networks, specialising in cross-border and international business support, with a focus on growth. She has senior leadership experience in mid-market firms and began her career in a Big 4 firm. Her roles have also included Global head of tax, legal, risk, mergers and acquisitions and people & culture. She has led teams based around the world. She has also worked in industry and won awards in the fields of international accounting, private client work and professional lecturing. She has frequently commented on TV, radio and in the press on global developments and the need for diversity of thinking, especially to encourage a broader range of people to take on senior roles and create an environment that helps support this aim. She has sat on several UK Government committees and played an active role in the work of the ICAEW and the CIOT. Francesca is a qualified lawyer, chartered accountant and tax adviser. She lives in the south of England with her husband, three children and two dogs. Listen to her share insights on the challenges and opportunities for women in accounting, leadership advice, being and searching for role models, finding career advocates and champions, making mistakes and what lessons get learned, the accounting profession at large, what separates the good accountants and firms from the great ones and much m https://www.linkedin.com/in/francescalagerberg/ (https://www.linkedin.com/in/francescalagerberg/) ◣━━━━━━━━━━━━━━━━━━━━◢ 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:...

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On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "Success in Accounting" show, going live every Monday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this episode 9 of the brand new Success in Accounting podcast, we hear more live interviews from the recent International Accounting Forum and Awards 2022 which took place in London recently. AIBN were the official knowledge and broadcast partners of the event which featured the great and the good in the world of accounting networks, associations, alliances, institutes and professional bodies. Also present are representatives from large accounting firms (including top 4) and prestigious software/fintech vendors to the profession. https://arena-international.com/iaf/ (https://arena-international.com/iaf/) This episode features an exclusive interview with Mark Koziel, President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/ (https://www.linkedin.com/in/mjkoziel/) Enjoy the live buzz of the event! If you'd like to book for 2023, the date is 29 June. ◣━━━━━━━━━━━━━━━━━━━━◢ 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: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━

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On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "Success in Accounting" show, going live every Monday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this episode 8 of the brand new Success in Accounting podcast, we hear more live interviews from the recent International Accounting Forum and Awards 2022 which took place in London recently. AIBN were the official knowledge and broadcast partners of the event which featured the great and the good in the world of accounting networks, associations, alliances, institutes and professional bodies. Also present are representatives from large accounting firms (including top 4) and prestigious software/fintech vendors to the profession. https://arena-international.com/iaf/ (https://arena-international.com/iaf/) Guests interviewed by Rob Brown on this show are: Phil Hobden, Head of Digital Sales at Wolters Kluwer UK https://www.linkedin.com/in/philhobden/ (https://www.linkedin.com/in/philhobden/) Clive Viegas-Bennett, CEO MGI Worldwide https://www.linkedin.com/in/cliveviegasbennett/ (https://www.linkedin.com/in/cliveviegasbennett/)

Enjoy the live buzz of the event! If you'd like to book for 2023, the date is 29 June. ◣━━━━━━━━━━━━━━━━━━━━◢ 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: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━

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On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "Success in Accounting" show, going live every Monday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this episode 7 of the brand new Success in Accounting podcast, we hear more live interviews from the recent International Accounting Forum and Awards 2022 which took place in London recently. AIBN were the official knowledge and broadcast partners of the event which featured the great and the good in the world of accounting networks, associations, alliances, institutes and professional bodies. Also present are representatives from large accounting firms (including top 4) and prestigious software/fintech vendors to the profession. https://arena-international.com/iaf/ (https://arena-international.com/iaf/) Guests interviewed by Rob Brown on this show are: Will Farnell, Founder & Director at Farnell Clarke Limited https://www.linkedin.com/in/willfarnell/ (https://www.linkedin.com/in/willfarnell/) Mark Edmondson, President & CEO at Inflo https://www.linkedin.com/in/mark-edmondson-inflo/ (https://www.linkedin.com/in/mark-edmondson-inflo/) Shimona Pinto, Senior Corporate Solutions at Moxo https://www.linkedin.com/in/shimonapinto/ (https://www.linkedin.com/in/shimonapinto/)

Enjoy the live buzz of the event! If you'd like to book for 2023, the date is 29 June. ◣━━━━━━━━━━━━━━━━━━━━◢ 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: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━

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On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "Success in Accounting" show, going live every Monday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this episode 6 of the brand new Success in Accounting podcast, we hear more live interviews from the recent International Accounting Forum and Awards 2022 which took place in London recently. AIBN were the official knowledge and broadcast partners of the event which featured the great and the good in the world of accounting networks, associations, alliances, institutes and professional bodies. Also present are representatives from large accounting firms (including top 4) and prestigious software/fintech vendors to the profession. https://arena-international.com/iaf/ (https://arena-international.com/iaf/) Guests interviewed by Rob Brown on this show are: Sarah Broderick, Head of Customer Success at Circit https://www.linkedin.com/in/sarahlbroderick/ (https://www.linkedin.com/in/sarahlbroderick/) Andrew Leck, CEO at MSI Global Alliance https://www.linkedin.com/in/andrewleck/ (https://www.linkedin.com/in/andrewleck/) Lianne Gatti, Country Manager at Konsolidator https://www.linkedin.com/in/lianne-gatti-46a88a20/ (https://www.linkedin.com/in/lianne-gatti-46a88a20/)

Enjoy the live buzz of the event! If you'd like to book for 2023, the date is 29 June. ◣━━━━━━━━━━━━━━━━━━━━◢ 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: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━

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On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "Success in Accounting" show, going live every Monday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this episode 5 of the brand new Success in Accounting podcast, we hear more live interviews from the recent International Accounting Forum and Awards 2022 which took place in London recently. AIBN were the official knowledge and broadcast partners of the event which featured the great and the good in the world of accounting networks, associations, alliances, institutes and professional bodies. Also present are representatives from large accounting firms (including top 4) and prestigious software/fintech vendors to the profession. https://arena-international.com/iaf/ (https://arena-international.com/iaf/) Guests interviewed by Rob Brown on this show are: Anne-Kathrin Steinroeder, Head of ETL GLOBAL Network https://www.linkedin.com/in/anne-kathrin-steinr%C3%B6der-1046141/ (https://www.linkedin.com/in/anne-kathrin-steinr%C3%B6der-1046141/) Graham Hall, Board Advisor at Sterling VDR and Marc Hall Consulting https://www.linkedin.com/in/grahamhall-mhc/ (https://www.linkedin.com/in/grahamhall-mhc/) Andy Gleeson, UK Strategic Partnerships Manager at Ignition https://www.linkedin.com/in/andygleeson7/ (https://www.linkedin.com/in/andygleeson7/)

Enjoy the live buzz of the event! If you'd like to book for 2023, the date is 29 June. ◣━━━━━━━━━━━━━━━━━━━━◢ 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: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━

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On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "Success in Accounting" show, going live every Monday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this episode 4 of the brand new Success in Accounting podcast, we hear more live interviews from the recent International Accounting Forum and Awards 2022 which took place in London recently. AIBN were the official knowledge and broadcast partners of the event which featured the great and the good in the world of accounting networks, associations, alliances, institutes and professional bodies. Also present are representatives from large accounting firms (including top 4) and prestigious software/fintech vendors to the profession. https://arena-international.com/iaf/ (https://arena-international.com/iaf/) Guests interviewed by Rob Brown on this show are: Stuart Handley, SVP of Marketing and Communications at SIlverfin https://www.linkedin.com/in/stuarthandley/ (https://www.linkedin.com/in/stuarthandley/) John Toon, Tech Strategy Lead at Beever and Struthers https://www.linkedin.com/in/johntoon/ (https://www.linkedin.com/in/johntoon/) Tom Dinwiddy, Senior Enterprise Account Executive at Dayshape https://www.linkedin.com/in/tomdinwiddy/ Simon Montague, Senior Enterprise Account Executive at Dayshape https://www.linkedin.com/in/simon-montague-33b9907/ (https://www.linkedin.com/in/simon-montague-33b9907/)

Enjoy the live buzz of the event! If you'd like to book for 2023, the date is 29 June. ◣━━━━━━━━━━━━━━━━━━━━◢ 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: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━

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On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "Success in Accounting" show, going live every Monday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this episode 3 of the brand new Success in Accounting podcast, we hear more live interviews from the recent International Accounting Forum and Awards 2022 which took place in London recently. AIBN were the official knowledge and broadcast partners of the event which featured the great and the good in the world of accounting networks, associations, alliances, institutes and professional bodies. Also present are representatives from large accounting firms (including top 4) and prestigious software/fintech vendors to the profession. https://arena-international.com/iaf/ (https://arena-international.com/iaf/) Guests interviewed by Rob Brown on this show are: Phil Chalmers, Partner Manager at Xledger: https://www.linkedin.com/in/cloudfinancesoftware-philchalmers/ (https://www.linkedin.com/in/cloudfinancesoftware-philchalmers/) Emma Crawford-Falekaono, Head of EMEA at Ignition https://www.linkedin.com/in/emma-cf/ (https://www.linkedin.com/in/emma-cf/) Glenn Collins, Head of Policy, Technical and Strategic Engagement at ACCA https://www.linkedin.com/in/glenn-collins-39495720/ (https://www.linkedin.com/in/glenn-collins-39495720/)

Enjoy the live buzz of the event! If you'd like to book for 2023, the date is 29 June. ◣━━━━━━━━━━━━━━━━━━━━◢ 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. https://accountinginfluencers.captivate.fm ❷ https://insights-in-accounting.captivate.fm (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. https://insights-in-accounting.captivate.fm ❸ https://influencers-in-accounting.captivate.fm (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. https://influencers-in-accounting.captivate.fm 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. https://best-practice-in-accounting.captivate.fm 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. https://uk-matters-in-accounting.captivate.fm 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) ━━━━━━━━━▲━━━━━━━━━

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On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "Success in Accounting" show, going live every Monday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. Each episode of "Success in Accounting" brings insights, interviews and inspiration to thousands of accounting practitioners globally. The podcast also serves bookkeepers, finance leaders and the fintech/software vendors who serve them with what success looks like. With a blend of interviews, panel discussions, live broadcasts from events, opinion pieces, blended pieces on key topics and occasional best ofs, hosts Rob Brown and Martin Bissett give you accounting professionals the tools and knowledge to be successful in your role. In this episode 2 of the brand new Success in Accounting podcast, you can hear live interviews from the recent International Accounting Forum and Awards 2022 which took place in London recently. AIBN were the official knowledge and broadcast partners of the event which featured the great and the good in the world of accounting networks, associations, alliances, institutes and professional bodies. Also present are representatives from large accounting firms (including top 4) and prestigious software/fintech vendors to the profession. https://arena-international.com/iaf/ (https://arena-international.com/iaf/) Guests interviewed by Rob Brown on this show are: John Rockliffe of M-Files: https://www.linkedin.com/in/john-rockliffe/ (https://www.linkedin.com/in/john-rockliffe/) Stephen Hamlet, CEO at Russell Bedford International along with Michael Quigley https://www.linkedin.com/in/stephen-hamlet-6b737110/ (https://www.linkedin.com/in/stephen-hamlet-6b737110/) https://www.linkedin.com/in/itsmichaelquigley/ (https://www.linkedin.com/in/itsmichaelquigley/)

Enjoy the live buzz of the event! ◣━━━━━━━━━━━━━━━━━━━━◢ 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! 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 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)

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On behalf of the Accounting Influencers Broadcast Network, this is the "Success in Accounting" show, going live every Monday. This show is about performance, influence and what makes the GOOD accountants, leaders, bookkeepers, finance leaders and software/fintech professionals GREAT. Episode 1. In this very first episode of the brand new Success in Accounting podcast, Rob Brown and Martin Bissett preview what the show is all about and how it fits into the game changing AIBN - the Accounting Influencers Broadcast Network. ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show focuses on what makes the good professionals great with a blend of debate, panels, deep dive topics, live interviews and best ofs. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and specific recommendations for accounting and fintech professionals. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world to talk about what matters in the accounting profession and the fintech industry serving them. ❹ Best Practice in Accounting - THURSDAYS. Tons of tips on practice development, growth, managing people, tech and clients, wrapped in in a blend of 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 United Kingdom 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 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) ━━━━━━━━━▲━━━━━━━━━

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BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 14 - Do Regular Fee Reviews." In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. Key takeaways from this episode include: ▶ what regular fee reviews look like for accounting professionals to assess profitability ▶ the importance for accounting firms to review regularly what aspects of their practice are working and which aren't ▶ why there has to be different ways to assess profitability in accountancy practices ▶ what decisions need to be made by accountants after they do fee reviews on clients and work projects ▶ three primary approaches accountants can take to recalibrate the fees they charge for client work ▶ the need for accountants to regularly recalibrate and even get rid of them, and criteria on which to base those judgements

Here are our five brand new shows going forward - make sure you are subscribed to each on your favorite podcast app: ❶ Success in Accounting (flagship main show, panels, highlights, combinations, panels, topics, best ofs) ❷ Insights in Accounting (news, analysis, commercial awareness, news under microscope, podcast mentions, recommendations) ❸ Influencers in Accounting (1-1 interviews with leaders, experts etc) ❹ Best Practice in Accounting (practice development, growth, management, consulting, examples, stories, here's what works) ❺ UK Matters in Accounting (UK related topics, news items and interviews) NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 26,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd...

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Episode 130. In today's interview, Lee Frederiksen of Hinge Marketing shares with Accounting Influencers show host Rob Brown how firms should brand to attract the top accountancy talent. Lee Frederiksen is an award-winning marketer, Visible Expert®, and business strategist who helped pioneer the field of research-driven marketing. As the Managing Partner of Hinge, a marketing firm for the professional services industry, he draws on his Ph.D. in behavioral psychology and his CEO experience to help clients achieve high growth and profitability. Lee’s research on marketing and business growth has made him a recognized industry name, along with the numerous books he authored on the same topics. He been quoted in a number of mainstream publications, and he regularly speaks at major industry events around the country. Key takeaways from this episode include: ➤ why employer branding is a critical topic for accounting firm leaders to understand ➤ the three things you need to build a successful professional services firm ➤ the biggest growth challenge for many accounting firms ➤ why the accounting profession has the lowest number of actively looking job-seekers in the whole professional services sector ➤ what exactly job seekers are looking for in new roles depends on where they are in their career ➤ the importance of being able to work remotely for talent looking for accounting roles ➤ why accounting firms who have not responded well to covid will suffer most in losing top talent ➤ the number one factor in creating a really strong employer brand for your accounting firm ➤ the futility of your accounting firm having more than 3 core values ➤ the number one thing job seekers who are actively looking for a new position actually want ➤ the prime times or triggers that make people restless in wanting to leave an accounting firm or role ➤ explaining the trend of people thinking of their career as a series of gigs vz jobs ➤ why loyalty to an accounting firm increases for both staff and clients once a critical time has passed ➤ the disruptive effect of mergers and acquisitions in workforce stability of accounting firms ➤ why making people stay with 'golden handcuffs' can cause resentment and lowered productivity in accounting firm staff ➤ the two stages in developing a compelling 'employer brand' in an accounting firm ➤ a strong accounting firm brand in the market place may attract talent to you, but there's one vital thing it won't do ➤ the differences in professional services sectors when it comes to how they attract and retain top talent ➤ the importance of time horizons for restless employees - vital to know for retaining your best people ➤ why it's inevitable in tough times that accounting firms will lose people ➤ how the business model of 'needing a local and regional presence' has changed for accounting firms ➤ what accounting firms can do to attract employees that are not actively looking to move ➤ questions accounting firm leaders should be asking in shaping a strong employer brand ➤ two top tips for accountants who want more career capital and greater promotability This show was originally aired as season 0, episode 116 on 20 Aug 2022. It was entitled "Employer Branding Strategies for Growing Accounting Firms". With the current focus on employer branding for accounting firms, Lee Frederiksen's research shows the importance of talent attraction and retention for accounting practices. When he’s not traveling to speaking engagements or working at the Hinge headquarters, you’ll find Lee pursuing his interest in hot rods or watching movies with his wife, Candace. You can reach her here... https://www.linkedin.com/in/leefrederiksen https://twitter.com/leefrederiksen http://www.hingemarketing.com NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a...

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Episode 129. In today's practical episode, "What Works in Accounting Firm Employer Brands." In these segments, we pick out key trends and events in accounting and fintech media and analyse/interpret them for accountants in practice. Key takeaways from this episode include: ◆ shout out to 'Build Your Reputation' by Rob Brown via Amazon ◆ shout out to Rob's TEDx talk 'The Personal Brand of You' on Youtube ◆ why employer brand matters for accounting firms in the current war for talent ◆ the main drivers that have forced accounting firms to be more agile in changing and adapting ◆ how a strong accounting firm employer brand attracts talent at all levels, at the bottom and for more senior roles ◆ the importance of prioritising mental wellbeing and social health for accounting firm employers ◆ the need for employee brand advocacy so your people promote your firm to their own network ...and much more to round off this series on employer branding for accounting firm. Related episodes on employer brand in accounting: 89 What Works with Employer Branding for Accounting Firms https://bit.ly/3qsvFx2 125 What Works in Accounting with Employer Brand Websites https://bit.ly/37T8XYY 153 Accounting Firms - First Steps with Employer Branding https://bit.ly/38YnN0H 160 Accounting Firm Employer Brand - Rewarding Talent https://bit.ly/3MZJmg9 167 Employer Brand in Accounting - Developing Existing Talent https://bit.ly/39xNOo3 174 Employer Branding & Mental Wellbeing in Accounting https://bit.ly/3O2nod0 NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 26,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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Episode 128. In today's interview, "The Disruption Proof Accounting Firm: 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.

Fun facts about Joe: he is a proud unashamed Star Trek nerd and has even been to conventions! He has Bachelor’s degree in Classical Greek language and can play all the classical hits on piano. He is also an army Vet. Connect with him here: http://www.woodard.com/ (www.woodard.com) https://www.facebook.com/woodardcompany1/ (https://www.facebook.com/woodardcompany1/) https://twitter.com/joewoodard (@joewoodard) and https://twitter.com/woodardcompany (@WoodardCompany) on Twitter https://www.linkedin.com/company/woodard-company%20 (https://www.linkedin.com/company/woodard-company) https://www.linkedin.com/in/quickbooksadvisor (https://www.linkedin.com/in/quickbooksadvisor) https://www.youtube.com/channel/UCV8fFr4Amj2i1KzRcV8CXTA (https://www.youtube.com/channel/UCV8fFr4Amj2i1KzRcV8CXTA) NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works'

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Episode 127. In today's news episode, we discuss "Accountant Hiring at Record Levels (in Industry)." Key takeaways from this episode include: ★ shout out to the new podcast shows we are launching ★ citing research to prove hiring of accountants into industry and commerce is rising rapidly ★ why accounting firms might be losing out to accounting talent who see more career opportunities outside practice ★ the range of career options available to professionals with accounting qualifications ★ why it is no longer sustainable for companies and accounting firms to charge their people with manual, repetitive, automated and tedious work ★ the importance of employer brand and why firms must work hard to offer support and career progression to new hires ★ the high attrition rates of accounting staff from firms and why it presents massive problems ★ the opportunities for accountancy practices to stand out as an employer of choice ★ what potential new accounting hires are truly looking for in prospective employers Original Source: Commerce and Industry accountant hiring at record levels https://www.theaccountant-online.com/news/commerce-and-industry-accountant-hiring-at-record-levels (https://www.theaccountant-online.com/news/commerce-and-industry-accountant-hiring-at-record-levels) NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 26,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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Episode 126. On this week’s Accounting Influencers Podcast: ➜ News - "Accountant Hiring at Record Levels (in Industry)."  ➜ Special Guest Interview: "The Disruption Proof Accounting Firm: Joe Woodard." ➜ Practical advice and tips on "What Works in Accounting Firm Employer Brands." ➜ Expert Interview: "Recruitment & Retention Tips in Accounting: Lee Frederiksen." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 26,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 13 - Establishing Bottom Line." In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. Key takeaways from this episode include: ➜ acknowledging how prices are being squeezed for accountants on tax and audit work and all forms of compliance ➜ what 'not all business is good business' means for accounting practitioners looking for more clients ➜ the pathetic excuses some more experienced accountants give to justify taking on low value work ➜ what a pricing baseline or bottom line looks like for accountants and how it works practically in firms ➜ the political infighting and objections you may expect if you push for higher fees in your accounting firm ➜ what fear, acceptance and old traditions sound like in an accounting firm when it comes to recalibrating pricing ➜ the importance of setting accounting firm policies on things like pricing to help professionals follow protocol ➜ the circumstances under which different people in an accounting firm can charge different prices for similar work ➜ the benefits for accountancy practices who get serious about pricing vz making it individual and personal ➜ mechanisms to take the emotions out of pricing for accountants and CPAs

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/ (https://accountinginfluencers.com/growth-opportunities-accountants/) NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your...

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Episode 125. In today's interview, "The Drivers of Change in Accounting with Gary Shamis." Gary Shamis is a former top 40 US accounting firm managing partner who sold to BDO in 2015. He is now CEO of Winding River Consulting, a high-level strategy consulting for the Restaurant, CPA, and professional services industries. Amongst many other accounting accolades, Gary won EY Entrepreneur of the Year and is a Top Ten Managing Partner Elite (Accounting Today) where he was called the “very model of the modern managing partner. he was awarded Most Admired Peer (INSIDE Public Accounting) and has more than a dozen appearances on the Most Influential list (Accounting Today). He has served within the ranks of the American Institute of Certified Public Accountants and is co-author of How to Manage Your Accounting Practice: Taking Your Firm from Chaos to Consensus. Key takeaways from this episode include: ◆ what have been the biggest changes in the accounting profession over recent years ◆ why many accounting firms should be proud at how quickly they managed to adapt to the pandemic - almost overnight ◆ the challenges for accounting practices in dealing with the culture of remote working and the pace of technology ◆ how the private equity money and appetite for mergers and acquisitions is changing the accounting landscape ◆ the lessons accounting leaders can learn from history with private equity and the changing priorities of big companies ◆ how the majority accounting firms are now 'boomer owned and millennial compromised' in their make up ◆ how generation shifts in accountancy practices are driving consolidation and changes in business models ◆ explaining the difference in mentality with baby boomers and younger generations with live first, work second ◆ a warning to equity partners in accounting firms on how they must set up their firm so millennials will pay for their exit ◆ an example of how succession plans in accounting firms can collapse overnight ◆ the problems coming up for many accountancy firms with their business model and succession planning ◆ the number one thing that attracts private equity money in the accounting sector ◆ the potential phasing out of managing partners and the evolution of the c-suite in accounting firms ◆ the concept of non-accountants and non-CPAs running large accounting practices ◆ the increasing importance of diversity, equity and inclusion (DEI) in accounting, and how many firms are getting it wrong ◆ where professional accounting associations and institutes are falling short in pushing for a stronger DEI agenda ◆ examples of what accounting firms must do with DEI to attract more and better talent ◆ how the pace of M&A activity and PE interest is only going to increase in accounting ◆ the kind of accounting firms that will do really well in the future You can connect with Gary here: https://www.linkedin.com/in/gary-shamis-wrc (https://www.linkedin.com/in/gary-shamis-wrc) https://windingriverconsulting.com (https://windingriverconsulting.com) Check out this related interview: "Accounting Firm Leadership Priorities: Gary Shamis" https://bit.ly/3lyBIgW (https://bit.ly/3lyBIgW) NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key...

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Episode 124. In today's practical episode, "Employer Branding & Mental Wellbeing in Accounting." In these segments, we pick out key trends and events in accounting and fintech media and analyse/interpret them for accountants in practice. Key takeaways from this episode include: ▶ what employer brand means for accounting firms and why it is important with today's war for talent ▶ where an accounting firm's employer brand shows itself publicly ▶ the problems for accountants in trying to shape culture, sell and communicate 'at distance' ▶ the reasons why CPA and accountancy practices must prioritise employee wellbeing and mental health ▶ comments on the ICAEW report saying workplace wellbeing is an area the accounting profession is failing on ▶ comparisons of the accounting world to competitive sports in the welfare and care of athletes and employees ▶ quoting mind.org on how employees are much more likely to recommend their employer if they support mental wellbeing ▶ why accounting practice employer brand is so much more than initiatives and rhetoric ▶ how greater staff retention affects future recruitment for accounting firms ▶ the need for different approaches to different people when supporting staff in your accounting firm ▶ considering what 'going the extra mile' looks like for people who work in accountancy firms ▶ wellness strategies for accounting firms and the benefits of putting mental health first for productivity and profits ▶ why nobody has life all sorted, so thinking everyone in your accounting firm is okay is a mistake ▶ the need for metrics and measurement to keep a handle on accounting firm employees mental health and wellbeing ▶ why investing in training for leaders, managers and bosses helps retention of talent in accounting ▶ why diagnosis and aware of the stress triggers and signals are a feature of good wellbeing support in accountancy ▶ the importance of self-care and self-recognition of stress, overload and mental pressure for accounting leaders and managers ◤━━━━━━━━━━━━━━━━━━━━◥ 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 Podcast and events. Just go here: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ◣━━━━━━━━━━━━━━━━━━━━◢ NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 26,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a...

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Episode 123. In today's interview, "CFO Consulting Services in Accounting with Kevin Appleby." Kevin Appleby is COO at GrowCFO. He hosts the GrowCFO show, a weekly podcast dedicated to finance leaders. He is also co-host of long running business show The Next 100 Days Podcast. He qualified with BDO, worked as European Business Accountant for ICI’s Plastics Business, and as a management consultant with PwC and BearingPoint. Key takeaways from this episode include: ⍟ the evolving role of a CFO in a company, particularly with a more external focus ⍟ the two key areas accountants are expected to speak into with today's business clients ⍟ defining the portfolio or fractional CFO from an accounting perspective ⍟ how accountants can take natural steps from compliance to more project and consulting based services ⍟ key questions finance professionals are asking themselves and their peers to stay current for today's business owners ⍟ examples of the topics finance and accounting professionals need to gain knowledge of to be better advisors ⍟ the extent to which CFOs and accountants need to be tech experts, geeks and nerds in advising clients ⍟ how accountants can do so much more for their clients, and in doing so, hit all of their growth or new business targets ⍟ the VITAL vz FUNCTIONAL framework of GenCFO of accountants and CFOs ⍟ the confidence and authority that accountants can gain from claiming expert status and living up to it ⍟ final words of advice and encouragement for accountants wanting to more confidently and effectively deliver CFO advisory services Here is Kevin's VITAL framework mentioned in the show - being VITAL instead of functional. The functional becomes a commodity and can be automated out of existence (MTD, cloud accounting, automation) VISION. Taking a role in strategic planning, helping with financial models of the business etc. KPI reporting. This is a core skill - the financials are like driving a car through a rear view mirror. INSIGHT. Understanding the economic engine of the business and not just the P&L. Activity-based costing is a core skill. TEAM. Supporting the business owner and their management team, answering the questions that keep them awake at night. AGILITY. Driving change, implementing finance systems, automation, bringing technical expertise, project management and change management. LEARNING. Everything is changing so CFOs and accountants must constantly reinvent themselves as subject matter experts and trusted advisors. Outside work, Kevin is passionate about Newcastle United Football Club in the UK and can often be found in his railway room playing trains. Contact @jkevinappleby on Twitter and here: https://www.linkedin.com/in/kevin-appleby-295417a (https://www.linkedin.com/in/kevin-appleby-295417a) https://www.growcfo.net/ (https://www.growcfo.net) https://www.kevinappleby.com/ (https://www.kevinappleby.com) ━━━━━━━━━▼━━━━━━━━━ We'd love to get to know you! Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm (https://accountinginfluencers.captivate.fm) ➺ 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 ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━ NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which

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Episode 122. In today's news episode, we discuss "10X Growth Strategies for CPA & Accounting Firms." Key takeaways from this episode include: ＞ the proportion of tasks performed by accounting professionals that can be automated by technology ＞the importance of innovation and agility for accounting firms who want to grow and stay competitive ＞the role of 'snooping' and competitor analysis for accountants to open up opportunities with profitable new verticals ＞the difference between the accounting industry and the accounting profession ＞what the best accounting firms are doing when it comes to managing, informing and upskilling their workforce ＞the growth and profit benefits for accounting firms of keeping their staff fully engaged ＞why a knowledge of pipelines, digital marketing and business development is vital for growth-oriented accounting professionals ＞the intelligence to be gleaned from accounting firm clients who leave for a competitor or other reasons ＞shoutout to the new show coming up "Insights in Accounting" under the Accounting Influencers Broadcast Network Original article source: Next Year 10X Growth Strategies for CPA & Accounting Firms https://www.infinity-globus.com/next-year-10x-growth-strategies-for-cpa-accounting-firms/ (https://www.infinity-globus.com/next-year-10x-growth-strategies-for-cpa-accounting-firms/) If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 26,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your...

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Episode 121. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "10X Growth Strategies for CPA & Accounting Firms."  ➜ Special Guest Interview: "CFO Consulting Services in Accounting with Kevin Appleby." ➜ Practical advice and tips for accounting practitioners on " Employer Branding & Mental Wellbeing in Accounting." ➜ Expert Interview: "Key Drivers of Change in Accounting with Gary Shamis." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below.

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/ (https://accountinginfluencers.com/growth-opportunities-accountants/) NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 26,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or...

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BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 12 - Gaining External Validation." In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. Key takeaways from this episode include: ✓ the importance for accountants of consulting your team when putting together a proposal for prospects ✓ how accountants can know if they price they have quoted a prospect or existing client is right and fair ✓ a reminder that accountants should never leave a client or prospect meeting without scheduling the next one ✓ questions an accountancy professional should ask their colleagues and team to price more confidently to prospects ✓ effective language accountants and CPAs can use to validate and justify their team's involvement in pricing ✓ the benefits for accounting professionals and CPAs of being fully prepared for the pricing conversation with prospects and clients ✓ why accountants who actually take some action and implement advice are better than 95% of their competition If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 26,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③

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Episode 120. In today's interview, "How Clients Can Educate Accountants: Susan Bryant" Susan Bryant is a CPA with a vision to help business owners achieve their dreams. She has been voted Top 50 Women in Accounting and works with the MB Group leading lead the Accounting Services team. Her favorite roles are being the architect of accounting processes, an M&A advisor and tax strategist. Susan’s passion is transforming the lives of business owners by bringing order to the finance function and alleviating stress around taxes through proper and timely planning. Key takeaways from this episode include: 》shout out to Susan's previous interview on what makes a good accounting client https://bit.ly/38F7rdn (https://bit.ly/38F7rdn) 》what accountants should do to ensure their clients step up to be better clients 》top tips for accountants to manage the expectations of their client 》what makes the good accountants great in terms of going beyond compliance for their clients 》what turns a good accounting client into a great one - the dynamics of a great client-accountant relationship 》the importance of accounting clients treating their advisors as partners rather than mere suppliers of a service 》when accounting advice becomes more emotional and and relationship based for clients 》how very few business owners have a good knowledge of what their accountant actually does 》examples of questions accountants can ask their clients to improve their relationship and service 》the questions and topics business owners should be bringing up with their accounting advisors 》whether clients can and even should focus on making their accountants better advisors 》the options for accounting firm clients who are not happy with what their professional advisors are doing 》how coachable accountants and CPAs are as a breed and why few are interested in developing 》the importance for business owners to be clear on what they want from their accountant and vice versa 》the key elements of the discovery call for accountants and prospective clients 》what business owners should be asking a potential new accounting advisor before hiring them 》the kind of things that make business owners switch CPA firms or accounting advisors (and what doesn't) 》the biggest thing accountants and the accounting profession needs to work on to improve the sector's image 》what it means for accountants to actively help their clients to fulfil their dreams 》the need for accountants and CPAs to have their own dreams and visions so they transform themselves 》the difference between incremental change and significant transformation for accountants and their clients Outside work, you'll find Susan whipping up new dishes in the kitchen, shopping at the mall with her teenage daughters, planning (in excruciating accountant-like detail) her next vacation and, if it's Christmas-time, glued to the Hallmark Channel.  https://www.linkedin.com/in/susanbryantcpa (https://www.linkedin.com/in/susanbryantcpa) https://twitter.com/MBGroupSusanB (https://twitter.com/MBGroupSusanB) https://www.mbgcpa.com/ (https://www.mbgcpa.com) Check out Susan's previous interview on the show: Accountants - Make Good Clients Great: Susan Bryant https://bit.ly/38F7rdn (https://bit.ly/38F7rdn) NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world....

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Episode 119. In today's practical episode, "Employer Brand in Accounting - Developing Existing Talent." Key takeaways from this episode include: ⍟ where young accounting talent often goes if they choose not to enter private practice ⍟ why advancing and developing your people makes great sense for accounting firms ⍟ advice for accountants to put their hands on the steering wheel of their own career. ⍟ the critical question leaders and employers in accounting firms must answer when hiring or promoting talent ⍟ the role that 'best' technology plays for accounting firms in showing your talent that you care and you want to develop them ⍟ how technical skills are just the baseline or foundation for training and development of talent in accountancy practices ⍟ the kind of training that is required for accounting firms to develop the soft skills and leadership qualities of their people ⍟ what role coachability plays for accounting firm leaders trying to decide which people to invest most in ⍟ the need for accounting firms to proactively show their talent what is possible with their career ⍟ examples of the different training and development channels, formats and approaches in accountancy ⍟ the core elements of talent management for accounting practices ⍟ why accounting professionals are more likely to leave a bad manager than a bad firm NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 26,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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Episode 118. In today's interview, "Route to the Top for Black Accountants: Herschel Frierson." Herschel Frierson is the Strategic Networks Leader and a Principal at Crowe LLP with over 26 years of experience. He is responsible for expanding the firm’s influence with network partners, including associations and creating new opportunities and deepening existing relationships.  He also serves on the firm’s leadership team with the Inclusion Excellence Council which focuses on Diversity and Inclusion for the Firm.  Herschel is the 27th Chairman of the Board of Directors with the National Association of Black Accountants (NABA) and is a lifetime member.  In 2020, he was named by Accounting Today as one of the Top 100 Most Influential People in Accounting.   Key takeaways from this episode include: ➜ why there are many opportunities for the accounting profession at this point in time ➜ the mistakes accountancy has made as a profession over the years with diversity, recruitment and retention ➜ what helping black accountants and other minority groups advance in accounting actually looks like ➜ why diversity and social injustice have become so such critical issues in recent years (driving DEI - diversity, equity and inclusion - agendas) ➜ what a lack of role models does for under-represented groups in accounting ➜ whether racism and general marginalisation of minorities is a problem in the accounting profession ➜ initial steps for accounting firms wanting to embrace a more diverse culture and push DEI ➜ questions accounting leaders can ask to drive a better DEI culture in their firms ➜ the message for under-represented professionals in accounting to get involved and be a voice for change ➜ the importance for black accountants and other minority groups in accounting to reach out and get support ➜ shout out to Professor Anton Lewis and his work on black accountants, critical race theory and DEI in accountancy (episode links below) ➜ the differences and similarities in challenges for minority groups like women, blacks, LGBTQ+, lower classes and others in accounting ➜ how Crowe as a professional accounting firm have championed DEI, even though there is always more to be done ➜ what separates the good leaders from the great ones in accounting firms and how it starts with 'self' ➜ the importance for accountants of role models, mentors, coaches and advocates, plus people who push back against you ➜ the need to re-ignite the fire of young professionals in accounting and make the profession sexy ➜ what makes accounting the language of business and thus the gateway for opportunity in young professionals Herschel loves to explore and use the latest gadgets and technology. He is a big movie buff and loves to travel meeting new people. https://www.linkedin.com/in/herschel-frierson/ Other useful episodes on this topic: Critical Race Theory & Black Accountants with Anton Lewis https://bit.ly/3Ny3RBB (https://bit.ly/3Ny3RBB) DEI, Racism & Prejudice in Accounting: Anton Lewis https://bit.ly/3wV8cZ9 (https://bit.ly/3wV8cZ9) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great

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Episode 117. In today's news episode, we discuss "Flexible Work Patterns in Accountancy Firms." Key takeaways from this episode include: ✓ shout out to Barry Ross, partner at Crossland Employment Solicitors for the original article ✓ why there is no return to how things used to be pre-pandemic in the business world ✓ what the new normal is now with a hybrid workplace ✓ what hybrid working allows accounting firms to do with their recruitment strategies ✓ the challenges that arise for accountancy firms with hybrid working and remote workplaces ✓ how accounting staff recruited in the pandemic have only ever known remote working ✓ the importance of employment contracts for new accounting hires ✓ whether accounting firm employees can actually demand flexible working with location of work and hours of work ✓ answering the question 'how far can accounting firm employees actually live from their office?' ✓ the key issues that arise for accountancy practices with the new world of work post-pandemic ✓ the need for compromise between staff and employers if accounting firms are to stay competitive, service clients and drive growth ✓ how flexible work patterns can help accounting firms differentiate and attract talent Source: https://accountinginfluencers.captivate.fm/episode/flexible-work-patterns-in-accountancy-firms (https://accountinginfluencers.captivate.fm/episode/flexible-work-patterns-in-accountancy-firms) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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Episode 116. On this week’s Accounting Influencers Podcast: ➜ News - "Flexible Work Patterns in Accountancy Firms."

➜ Special Guest Interview: "Route to the Top for Black Accountants: Herschel Frierson."

➜ Practical advice and tips for accounting practitioners on "Employer Brand in Accounting - Developing Existing Talent."

➜ Expert Interview: "How Clients Can Educate Accountants: Susan Bryant."

For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below.

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...

How to leave a review on Apple Podcasts

① Open the Podcasts app on your iPhone, iPad, or Mac.

② Navigate to the page of the Accounting Influencers Podcast.

③ Scroll down to find the subhead titled "Ratings & Reviews."

④ Under one of the highlighted reviews, select "Write a Review."

Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.

Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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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 Podcast and events. Just go here: https://www.linkedin.com/company/accountinginfluencers

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BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 11 - Pricing Tips for Accountants." In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. Key takeaways from this episode include: ⍟ why pricing is such a difficult topic for accounting professionals ⍟ the importance of not selling high end services to poor people who don't want it ⍟ why accountants must get comfortable at raising their prices ⍟ the difference in low ticket compliance and high margin, high value advisory work for accountants ⍟ why accountants should never discount but what they should do instead ⍟ what scarcity does for the accounting professional and how it makes prospects come towards them ⍟ the fallacy of offering free consultations or offers up front for accountants and CPAs ⍟ what accountants can learn from premium and luxury brands ⍟ the dangers for accountants of allowing their competition to set price expectations ⍟ the merits for accountants of classifying prospects and clients in their ability and appetite to pay for different things ⍟ what accountants are scared of when it comes to pricing and differentiating themselves

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/ (https://accountinginfluencers.com/growth-opportunities-accountants/) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors,...

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Episode 115. In today's interview, "Financial Literacy, Family Businesses & Wealth Management." Rory Henry has 15+ years of experience working in both the tax and most recently financial advisory professions. He has built a program, AFO Wealth Management Forward, that works with accounting firms to implement Holistic Wealth Management Services. A technology enthusiast at heart, Rory is adept at finding ways to improve the client experience using technology to streamline tax, accounting, and wealth management services. He is the co-host of a leading accounting and finance podcast called AFO Wealth Management Forward. Rory’s interviews include the WSJ, Forbes, Fortune Magazine, Accounting Today, AccountingWeb, as well as Venture-Backed Fintech Companies and Nationally Recognized Thought Leaders. Robert Santos has over 20 years of financial experience working with institutions, companies, and entrepreneurs. Robert is currently the founder of Arrowroot Family Office, LLC, a boutique wealth management firm working with a wide range of international and domestic clients to provide customized and specialized investment and family office services. Robert is also the portfolio manager for Arrowroot Family Office's fund of alternative funds, Ladrillo Fund, LLC, and Arrowroot Real Estate Fund II LP, a private, sub-advised fund by Roundhouse. Robert serves at the CEO & CCO for Arrowroot Partners, a M&A advisory firm. Robert is also a founder of AFO Wealth Management Forward, an educational program created to allow Accounting Firms to integrate Wealth Management Services into their Practice with ease. Previously, Robert was a Director for Salem Partners, a multi-family office and investment bank in Los Angeles where he served on the investment committee. Prior to Salem Partners, Robert worked at JP Morgan Securities and Bear Stearns, servicing clients in the financial services industry. Robert received his BA from the University of California at Los Angeles (UCLA). Key takeaways from this episode include: ➤ defining the family office from an accounting perspective in providing holistic financial advice to clients ➤ why historically accountants and CPAs have not been very coachable in new ways of doing things ➤ a way for accountants to generate fees without actually doing any of the work ➤ the dangers for accountants and CPAs if they do nothing to change and take on new ways of working ➤ why working harder is not the solution for accountants and CPAs wanting more choice and revenues ➤ what accountants and CPAs can do to stay relevant to their clients and open up conversations with clients ➤ what is making accountants step up as trusted advisors to clients who are demanding more services and help ➤ what employees in all businesses, including accounting firms, are wanting from their leaders ➤ what is driving a dramatic increase in the values of many businesses and companies ➤ the three things that make up much of the net worth of the average accounting business client ➤ the emergence of estate planning and why accounting firms are best placed to join up the various services ➤ using the tools and technologies to properly service accounting firm clients and how tech has changed the game ➤ how accountants and CPAs can get started with adding wealth management to their service offering ➤ why people still value the human element amidst the automation, the digital world and and tech transformation ➤ the story behind the AFO Wealth Management Forward podcast and its high profile guests ➤ exploring the software that can help accountants and CPAs deliver wealth management services ➤ tapping in a wealth management training program for accountants who want to get started ➤ how accountants and CPAs can turn wealth management services into recurring revenues ➤ rebranding CFO from Chief Financial Officer to Chief Family Officer ➤ the importance of financial literacy in today's society and why it has been neglected ➤

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Episode 114. In today's practical episode, "Accounting Firm Employer Brand - Rewarding Talent." In these segments, we pick out key trends and events in accounting and fintech media and analyse/interpret them for accountants in practice. Key takeaways from this episode include: ➯ the importance for accounting firms to pay their people what they are worth ➯ why money isn't everything when it comes to rewarding employees ➯ how a better job title or grander role can be more important to some staff than their salary ➯ asking if you would take a 20% pay cut to work from home 100% of the time ➯ how paying market rates for staff is the starting point for accounting firms wanting to attract and keep talent ➯ what staff are often more interested in benefits other than money in their employment package ➯ what accountancy staff are likely NOT to tolerate, no matter how much you pay them ➯ definition of an employer value proposition (EVP) for accounting firms ➯ five key components of a strong EVP or employer value proposition in accountancy ➯ the need to prioritise employee mental health and well being in accounting firms ➯ what coming into the office might look like for accounting firms with a strong employer value proposition ➯ the importance for accounting firms to deliver on their promises to staff they make in the recruitment process ➯ which corporate organisation has the EVP summarised as 'a job you love to talk about' ➯ the importance of giving employees and staff in accounting firms a say in how they are rewarded NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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Episode 113. In today's interview, "Mental Resilience for Accountants: Randy Crabtree." Randy Crabtree is co-founder and partner of Tri-Merit Specialty Tax Professionals in the USA. Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs. (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser . He is a regular presenter at conferences and virtual training events hosted by CPA associations, state CPA societies and top 400 CPA firms across the country. Key takeaways from this episode include: ◆ ◆ ◆ ◆ ◆ ◆ ◆ ◆ ◆ ◆ ◆ ◆ Check out Randy's previous interview on here: Career Advice for Accountants & CPAs with Randy Crabtree https://bit.ly/3K5rRZL (https://bit.ly/3K5rRZL) Randy’s perspective took a sharp turn in 2014 when he suffered from a stroke. The path to recovery led him to re-focus on the importance of helping others and incorporating things he was passionate about into everyday life. As co-founder of Tri-Merit, this meant educating others on stroke awareness, early detection and on the simple pleasures in life like craft beer. He is Randy is also President of Stroke Survivors Empowering Each Other (SSEEO) and part-owner in an award-winning craft beer and bottle shop in Chicago, Illinois. https://www.linkedin.com/in/randy-crabtree-1945a67/ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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Episode 112. In today's news episode, we discuss "3 Accounting Trends That Won't Go Out of Style." We agree 2 of these trends! Original source of this piece below. Key takeaways from this episode include: ▶ why accounting remains the language of business, and why not all accountants play on this fact enough ▶ how the best accounting professionals are able to not just report on the data but tell the stories behind the numbers ▶ why cashflow is like oxygen for small businesses, but accountants don't always see the issues for their clients ▶ the big 'intimacy problem many small business owners have with their accounting advisors ▶ why behind every great entrepreneur there is not always a great accountant ▶ how the 'great resignation' has led to the 'great re-evaluation' for many accountants ▶ why 'doing more with less resources' should be the goal for accountants by using technology and automation ▶ the proof that many accountants do not actually care about their clients ▶ how too many accountants simply fulfil instructions and fail to provide insights for their business clients Source: "3 accounting trends that won’t go out of style" https://www.accountingtoday.com/list/3-accounting-trends-that-wont-go-out-of-style (https://www.accountingtoday.com/list/3-accounting-trends-that-wont-go-out-of-style)

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/ (https://accountinginfluencers.com/growth-opportunities-accountants/) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a...

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Episode 111. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "3 Accounting Trends That Won't Go Out of Style."  ➜ Special Guest Interview: "Mental Resilience for Accountants: Randy Crabtree." ➜ What works with "Employer Brand - Rewarding People Properly." ➜ Expert Interview: "Financial Literacy & Wealth Management: Rory Henry." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What...

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BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 10 - Don't Say the Price Early." In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. APOLOGIES FOR THE AUDIO QUALITY ON THIS EPISODE Key takeaways from this episode include: ✓ why it's common for a prospect to ask accountants for the price early, and how to avoid this ✓ what should be the primary objective for an accountants in a first meeting with a prospect ✓ ✓ ✓ ✓

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Episode 110. In today's interview, "Non-Profit Clients for Accountants: Jeremy Van Groll." Jeremy Van Groll is founder and President of Nonprofit Bookkeeping.  He has a Masters in Financial Management and has twenty years of experience in leadership roles including corporate accounting, banking, data analysis, and compliance reporting.  His company partners with domestic and international organizations to implement efficient financial and data management processes that allow non-profit leaders to focus their efforts on their Mission and building relationships with Donors.  Jeremy has been featured speaker on optimizing both personal and organizational financial management and was nominated for the Foundations Ethics in Business award.  Key takeaways from this episode include: ▶ why it's no secret that non-profit companies are stretched thinly for resources ▶ the factors to consider for accountants in niching for non-profit clients ▶ what non-profit clients really need from their accounting advisors ▶ the correct definition of non-profits from an accountancy perspective ▶ the main differences in the CEO role for regular clients and non-profit clients in accountancy ▶ the different challenges of non-profit clients that accounting firms should be addressing ▶ the main kinds of CFOs and what kind of help non-profit clients need in managing their financial operations ▶ why the remit of accountants goes beyond advisors and into the psychological and emotional for non-profit clients ▶ acknowledging that the margins for accountants in working with non-profit clients is lower than other sectors ▶ advice for accountants and CPAs who are considering niching with non-profit clients ▶ how accounting firm leaders can build a culture where staff who care about non-profit clients can get involved ▶ the key skills and attributes that accountants will need to stay relevant and competitive in coming years When not geeking out on spreadsheets, Jeremy enjoys attending concerts, singing karaoke, and following sports, especially the soccer and gymnastics teams of his two sons.  https://www.linkedin.com/in/jeremy-van-groll/ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews."

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Episode 109. In today's practical episode, what works for accounting firms on "Accounting Firms - First Steps with Employer Branding." In these segments, we pick out key trends and events in accounting and fintech media and analyse/interpret them for accountants in practice. Key takeaways from this episode include: ★ link to previous related episode: "What Works in Accounting with Employer Brand Websites" https://bit.ly/37T8XYY (https://bit.ly/37T8XYY) ★ why almost all accounting firm websites are conflicted and therefore confuse Google ★ how the war for talent in accounting means practices must have a strong employer brand ★ the main benefits for accounting firms to have a strong employee value proposition and employer brand ★ the % of candidates who research an accounting firm's reputation before applying for a job ★ the proportion of accounting professionals who would leave their current firm if they received an offer from one with a better employer brand ★ the high number of candidates who will apply to work for an accounting firm that is actively managing their employer brand ★ how an accounting firm's employer brand is critical to those already working there ★ what exactly is an employer brand for accountancy practices ★ the logical starting point for employer branding in accounting firms ★ what is on offer for the younger generation of accountants who are turned off by a career in practice ★ the role of employer brand reviews for accounting firms with independent endorsements ★ case study of how Goldman Sachs assessed and recalibrated their employer brand ★ the different elements required for an effective accounting firm employer brand strategy ★ examples of different objectives with an accounting practice employer brand ★ how an accounting firm employer brand differs from its corporate brand ★ a statistic to prove how important an accounting firm's culture is to attracting the right calibre of talent NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or...

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Episode 108. In today's interview, "Challenging Prejudice in Accounting with Anton Lewis." Anton Lewis is a tenured Associate Professor of Accounting at Valparaiso University, Indiana, where he primarily teaches undergraduate financial accountancy and managerial accountancy, as well as undergraduate Audit and Accounting Information Systems classes. He also hosts the ‘Counting Black and White Beans Podcast' and makes monthly guest appearances on the NPR Radio Show Regionally Speaking (links below). You can also check out his previous interview on the show "Critical Race Theory & Black Accountants with Anton Lewis" here: https://accountinginfluencers.captivate.fm/episode/critical-race-theory-black-accountants-with-anton-lewis (https://accountinginfluencers.captivate.fm/episode/critical-race-theory-black-accountants-with-anton-lewis) Key takeaways from this episode include: ✓ the reasons why there are not more black accountants, particularly in the UK and USA ✓ why it is hard to question any racial inequalities in the accountancy profession ✓ the differences between structural racism in accounting and in individual people ✓ how institutional racism manifests in the accounting profession ✓ what everyday racism and micro-aggression looks like in accountancy practices ✓ whether women, blacks, LGBTQ+ and other minorities must work 'that much harder' for parity in accounting ✓ how the 'sapphire stereotype affects women and ethnic minorities in accounting ✓ the problems inherent in talking about 'whiteness' and white supremacy in accountancy ✓ what happens to marginalised, disenfranchised, stigmatised ethnic, gender or other groups in accounting firms ✓ defining the key terms in DEI - diversity, equity, inclusion from accounting perspectives ✓ the best measures or evidence of how accounting practices value people and DEI ✓ examining whether 50% of accountants should be women if 50% of the population are women ✓ the difference between equality of outcome and quality of attainment in accounting firms ✓ the distinction between equality and equity in the DEI policies of accountancy practices ✓ what needs to happen for true inclusion and diversity in the accounting profession ✓ how accounting as a profession has not succeeded in giving representation to many groups and individuals ✓ the dangers of 'getting stuck in the weeds' of DEI terminology for the accountancy profession ✓ the problems caused by accounting firms and leaders treating DEI as a 'tick box' or 'checkbox' exercise ✓ translating 'one man's freedom fighter is another man's terrorist' to the accounting DEI agenda and discrimination ✓ why asking 'how many black accountants is enough' is the wrong question for proper DEI in accounting ✓ how DEI policy making is difficult for accounting firm leaders given benchmarking and targets are hard to quantify ✓ whether anything will change for blacks, women and other minorities in accounting (why even bother?) ✓ how accountants themselves can assess whether they have any underlying racist or prejudicial attitudes ✓ where DEI and fostering change truly starts in accounting firms and the profession at large ✓ why there is hope in these challenging times for accounting as a profession to make the necessary DEI changes In his spare time, Anton like to cook. As a qualified pastry chef who has cooked in France and in restaurants and hotels in England, he loves making all kinds of tarts and cakes. His other culinary passion is Indian/Pakistani Balti cuisine - he has been known to cook the odd Indian Feast. He is married to wife Kathy and has 3 young children. You can connect to him here: https://www.linkedin.com/in/dr-anton-lewis-216ab170 (https://www.linkedin.com/in/dr-anton-lewis-216ab170) https://twitter.com/Antonlws (https://twitter.com/Antonlws) https://www.instagram.com/alewis_justice (https://www.instagram.com/alewis_justice) Podcast:...

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Episode 107. "Checklist - 10 Practice Priorities for Accountants" APOLOGIES FOR THE AUDIO ON THIS EPISODE It's always interesting to hear the main challenges, opportunities, issues and priorities for accountants from different perspectives. Here is a checklist via software vendor Smartvault Key takeaways from this episode include: ➜ the importance for accountants of simply picking up the phone and talking to clients ➜ the role of networking and maintaining relationships for accounting professionals ➜ what is wrong with accountants sending documents and especially proposals via email ➜ the increasingly critical role of cybersecurity for accounting firms Source: 10 Accountants Practice Priorities (Infographic) https://www.smartvault.com/resource/practice-priorities-infographic/ (https://www.smartvault.com/resource/practice-priorities-infographic/) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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Episode 106. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Checklist - 10 Practice Priorities for Accountants."  ➜ Special Guest Interview: "DEI, Racism & Prejudice in Accounting: Anton Lewis." ➜ Here's What Works: "Getting Started With Your Employer Brand." ➜ Expert Interview: "Not For Profit Clients in Accounting: Jeremy van Groll." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below.

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/ (https://accountinginfluencers.com/growth-opportunities-accountants/) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via...

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BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 9 - Not All Business is Good." APOLOGIES FOR THE AUDIO ON THIS BONUS EPISODE In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. Key takeaways from this episode include: ★ asking whether all new business is good business for accountants ★ what a scarcity mentality and fear looks like for today's accountants and CPAs ★ why accountants cannot often control the quality of clients or business they look after ★ the downsides for accountants of taking on all clients who do not fit your firm ★ the reasons accountants feel forced to take on all clients who are referred to them ★ positioning tips for accountants who do not want to win new business on price alone ★ how saying 'no' to certain types of work or clients actually helps accountants ★ the importance of grading clients and opportunities in accounting firms ★ what accounting professionals can do to become the 'without whom...' for their clients ★ an example of what saying 'no' the wrong business looks like for accounting firms ★ shout out to Gordon Gilchrist for coming up with PITA clients for accountants - "pain in the ass!" ★ how accountants can break the cycle of taking on unsuitable clients and pricing them poorly NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team. ◤━━━━━━━━━━━━━━━━━━━━◥ Follow Accounting...

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Episode 105. In today's interview, "Accounting Firm Leadership Priorities with Gary Shamis." Amongst many other accounting accolades, Gary Shamis won EY Entrepreneur of the Year and is a Top Ten Managing Partner Elite (Accounting Today) where he was called the “very model of the modern managing partner. he was awarded Most Admired Peer (INSIDE Public Accounting) and has more than a dozen appearances on the Most Influential list (Accounting Today). He has served within the ranks of the American Institute of Certified Public Accountants and is co-author of How to Manage Your Accounting Practice: Taking Your Firm from Chaos to Consensus. Key takeaways from this episode include: ◆ how the accounting firm managing partner role has not changed as it should over the years ◆ what managing partners should really be doing and working on in accountancy firms ◆ how most managing partners in professional firms come into the role by accident rather than intention ◆ why leadership has never been more important than now for accounting practices and the profession ◆ whether it's harder being a CPA or accounting firm managing partner now or at any time in the past ◆ challenging and reforming the outdated hierarchical business model in accountancy firms ◆ the increasing importance of outsourcing for accounting practices to remain competitive ◆ the impact of hybrid and virtual working on talent and performance in accountancy firms ◆ how accountancy has misunderstood advisory for years but is now starting to step out of the compliance comfort blanket ◆ the 3 optimum ways an accounting firm can grow and generate new revenues ◆ how the old ways of networking and business development are now much less effective for accounting firm growth ◆ what stops many accountancy firm managing partners from planning their exit and succession properly ◆ how accounting practices can maximize human capital to drive growth and culture ◆ why CPA firms and accountancy practices should protect their employees in a global talent war ◆ the single biggest challenge faced by accounting firms today (it involved baby boomers) ◆ what millennials and Gen Z really want from a cultural and career perspective in accountancy ◆ how accounting firm leaders can establish a strong employer brand to become the right choice for fresh talent ◆ how the accounting firm website has replaced the marketing brochure ◆ the conflict that most professional firm websites encounter in trying to attract both staff and clients ◆ why accountancy practices are less concerned with client attraction and more concerned with talent attraction ◆ what some firms are doing to pivot the resources and focus of their marketing departments ◆ the main reasons young people are turned off a career in accounting and finance ◆ the three cohorts of accounting firm managing partner and the needs of each ◆ why the traditional accounting firm retreat no longer works for leaders and partners https://www.linkedin.com/in/gary-shamis-wrc NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives...

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Episode 104. In today's practical episode, "Three SIgns of Executive Presence in Accountants." In these segments, we pick out key trends and events in accounting and fintech media and analyse/interpret them for accountants in practice. Key takeaways from this episode include: ➤ how do people react when you walk into a room or show up on a video call? ➤ what executive presence gives accountants and leaders in professional environments ➤ the importance of avoiding non-words that dilute the communication impact of accountants ➤ what executive presence means for trusted advisor status with clients of accountants ➤ what style means in professionals like accountants who have executive presence ➤ the relationship between character, personal brand and reputation for accountants ➤ the role of substance in accounting executive presence, especially in thinking strategically ➤ the importance of strong character and inner values in developing accounting executive presence NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them...

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Episode 103. In today's interview, "Accountants - Make Good Clients Great: Susan Bryant." Susan Bryant is a CPA with a vision to help business owners achieve their dreams. She has been voted Top 50 Women in Accounting and works with the MB Group leading lead the Accounting Services team. Her favorite roles are being the architect of accounting processes, an M&A advisor and tax strategist. Susan’s passion is transforming the lives of business owners by bringing order to the finance function and alleviating stress around taxes through proper and timely planning. ★ how accountants can transform companies by professionalising the finance function ★ a formula accountants can follow to increase value for their business clients ★ how most business owners have a poor grasp of accounting and actually do not want to get involved in the numbers ★ what happens when business owners and entrepreneurs neglect solid accounting and financial advice ★ why tax planning as a core service is so vital for accountants and why must convince their clients to invest in it ★ the problems in expecting accountants and CPAs to be future oriented ★ the number one reason accountants under-value themselves and their knowledge ★ valuable tips to help accountants justify the prices they charge for their services ★ the importance for accountants to educate clients on how they price, work and measure results ★ why successful accounting is 90% communication when creating a strong client experience ★ what prevents accountants from communicating properly to their clients and the problems this creates ★ the single biggest reason accounting firms should standardise processes and create standard operating procedures (systems) ★ what makes onboarding such a critical but intensive process for accountancy practices ★ why running an accounting practice or CPA firm should be viewed as running a regular business vz a professional services firm ★ what accountants should do to educate their clients and make them better to work with ★ why some accountants get pushed around by their business clients ★ what accountants and CPAs should do with clients who do not conform to their ways of working ★ why 'honest conversations with clients' are tough for accountants and how they can develop the courage to have them ★ effective tips to help accounting practices recruit better people Outside work, you'll find Susan whipping up new dishes in the kitchen, shopping at the mall with her teenage daughters, planning (in excruciating accountant-like detail) her next vacation and, if it's Christmas-time, glued to the Hallmark Channel.  https://www.linkedin.com/in/susanbryantcpa/ https://twitter.com/MBGroupSusanB NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you,

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Episode 102. In today's news episode, we discuss "How Accountants Can Inspire the Next Generation." Key takeaways from this episode include: ➨ questions accountants are asking themselves in looking for meaningful work ➨ the merits for accountants of giving something back to the profession to increase job fulfilment ➨ what candidates for accounting firm vacancies ask themselves about employer brand ➨ acknowledging the skills and talent shortage in accountancy that is driven by the 'great resignation' ➨ asking how attractive accountancy is as a career for new people and younger generations with options ➨ what elements of an accounting job are making it less desirable as a a career than other sectors ➨ what 'passing one's knowledge on' means for accountants and CPAs to inspire the next generation of professionals ➨ what teaching a new breed of accountants might look like on the resumes of active accounting professionals ➨ how some cities are better than others at offering courses and skills programs in accounting ➨ why some of the school curriculum does not equip young people for the world of work ➨ why more young people need attracting to the accounting profession to grow the economy, and how current accountants can help Source: The answer to the skills shortage is in your hands by Carl Reader https://www.accountingweb.co.uk/community/blogs/carl-reader/the-answer-to-the-skills-shortage-is-in-your-hands (https://www.accountingweb.co.uk/community/blogs/carl-reader/the-answer-to-the-skills-shortage-is-in-your-hands) Related episodes: The Best City for Accountants - Does It Really Matter? https://bit.ly/3F2kgtT (https://bit.ly/3F2kgtT)

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/ (https://accountinginfluencers.com/growth-opportunities-accountants/) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic...

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Episode 101. On this week’s Accounting Influencers Podcast: ➜ News - "How Accountants Can Inspire the Next Generation."  ➜ Special Guest Interview: "Accountants - Make Good Clients Great: Susan Bryant." ➜ Rob shares practical advice and tips on "Three Signs of Executive Presence in Accountants." ➜ Expert Interview: "Accounting Firm Leadership Priorities: Gary Shamis." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below.

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/ (https://accountinginfluencers.com/growth-opportunities-accountants/) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple...

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BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 8 - Reliance on Referrals." APOLOGIES FOR THE SOUND QUALITY ON THIS RECORDING In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. Key takeaways from this episode include: 》 the complacency that exists in accounting given it is a service mandated by law so business just comes to most firms 》 the advantage lawyers and other service professionals have over accountants in developing the skills to create new work opportunities 》 the problems for accountants who lack the confidence to negotiate, price and ask for new business 》 the downsides of referrals for accounting professionals, particularly when they rely on them too much 》 the dangers for accounting firms of expecting new business to come in by chance or good luck 》 the pricing challenges that arise for accountants who become weak and lose confidence through not having to proactively win work

If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to...

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Episode 100. In today's interview, "The 3 Kinds of Modern Day CFO with Kevin Appleby." Kevin Appleby is COO at GrowCFO. He hosts the GrowCFO show, a weekly podcast dedicated to finance leaders. He is also co-host of long running business show The Next 100 Days Podcast. He qualified with BDO, worked as European Business Accountant for ICI’s Plastics Business, and as a management consultant with PwC and BearingPoint. Key takeaways from this episode include: ⍟ how exams teach someone how to be an accountant but not a CFO ⍟ what is changing about most CFOs coming from accountancy backgrounds ⍟ the three types of CFOs and their relative strengths/skillsets ⍟ the different routes accountants and other professionals take to CFO roles ⍟ the role of fractional CFOs who hold roles in several companies ⍟ how the CFO role has changed and expanded over the last 10 years and why it's so much more than running the finance ⍟ what separates the good CFOs and the great CFOs in becoming the external face of finance ⍟ the difference between generalist and specialist CFOs, and 9 key areas of competence required in the role ⍟ an outline of the GrowCFO Competency Framework and the benchmarking of proficiency and professionalism ⍟ the increasing importance of soft skills in finance, CFO and accounting roles ⍟ the two biggest challenges faced by a first time CFO or even a newly promoted accountant or partner ⍟ how an accountant or finance professional might know they are ready to step into a CFO role ⍟ how the CFO role is becoming less male dominated as compared with the general accounting and finance profession ⍟ the key differences between male and female CFOs, and the two biggest skills that both require to be successful ⍟ exploring the viability of a CFO career from an accountancy starting point ⍟ the benefits of joining a CFO community for accounting and finance professionals ⍟ the importance of mentoring, coaching and peer networking for all CFOs, not just those with career aspirations ⍟ thinking ahead - what is happening with the CFO role in coming years Outside work, Kevin is passionate about Newcastle United Football Club in the UK and can often be found in his railway room playing trains. Contact @jkevinappleby on Twitter and here: https://www.linkedin.com/in/kevin-appleby-295417a (https://www.linkedin.com/in/kevin-appleby-295417a) https://www.growcfo.net (https://www.growcfo.net) https://www.kevinappleby.com (https://www.kevinappleby.com) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your...

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Episode 99. In today's practical episode, "What Works for Accountants with Presence & Gravitas." In these segments, we pick out key trends and events in accounting and fintech media and analyse/interpret them for accountants in practice. Key takeaways from this episode include: ★ how accountants and CPAs can be more impactful by cutting out 'non-words' in their verbal communications ★ how clarity of message helps technical professionals like accountants develop gravitas in their role ★ the definition of executive presence that accountancy professionals should aspire to, particularly for leaders and future leaders ★ understanding gravitas and the way accountants act to build up executive presence ★ the menace of 'imposter syndrome for super smart accountants who sometimes lack confidence ★ proximity bias and why it undermines the professional expertise and advice of accounting professionals ★ the qualities of individuals and accounting leaders who possess gravitas and presence ★ why charisma matters but does not necessarily come from being extrovert or outgoing ★ tips for better presenting and communication for accounting professionals who want more gravitas ★ the importance for accountants and leaders of choosing words carefully in an attention-deficit world ★ what physical appearance and dressing/grooming professionals does for executive presence ★ the tendency of people to make quick perceptions about you based on how you look and act NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team. ◤━━━━━━━━━━━━━━━━━━━━◥ Need CPE/CPD? Continuing professional education for accountants on the move... Get points for...

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Episode 98. In today's interview, "Data & Finance Analytics Services with Chris Argent." Chris Argent is Managing Director and Founder of Generation CFO. Frustrated by poor systems, poor reporting and lack of time to work within the finance industry, in 2009, Chris Argent set up a LinkedIn group looking for technology-minded accountants and finance professionals to help him out. After moving from SME CFO to Enterprise Finance Transformation Lead, Chris experienced advanced technology being used first-hand and saw massive potential. The demand for digital transformation and strategic finance business partnering continued to grow, with pressure on CFOs to create a more data-rich, digital finance function. Chris started to add content posted on his LinkedIn group onto his blog, Generation CFO. The aim was to bring digital native innovators in accounting together with the senior finance leadership change makers. He saw the need for a unifying framework that could bring together traditional accounting and finance and the new data-enabled digital finance function. So, he developed the Digital Finance Function Model (DFFM), initiated events, podcasts and networking meetups to establish GenerationCFO.com as the go-to platform. Today, Generation CFO is a community of over 100,000 members – and growing rapidly. We produce experiences, content and thought-leadership interviews on The Shift. By keeping accounting and finance professionals at the cutting-edge of finance function, we are creating heroes of the current and next generation. Key takeaways from this episode include: ➤ the importance of championing the finance leadership teams in industry ➤ why the accounting profession is in good shape despite the huge amount of change taking place ➤ why data and finance analytics are such vital areas for accounting advisors ➤ the biggest challenges for accountants wanting to offer their clients data analytics services ➤ the problems for accountancy advisors in controlling data as an asset which means they miss out on revenue opportunities ➤ what makes accountancy a creative role in providing information to clients that helps them make better decisions ➤ the science around data visualisation when it comes to analytics got accountants and finance professionals ➤ the biggest trends associated with data analytics in accounting and finance ➤ how accountants can stay on top of all the apps and innovations in data analytics ➤ why the billable hour doesn't really work for accountants when it comes to data analytics ➤ the value of real time data that cloud and technology brings to accounting advisors and their clients ➤ how security is one of the blockers in data management for accountants charged with assessing risk ➤ what is coming up for accountants and CPAs in the area of data and finance analytics ➤ words of encouragement to accountants fighting for relevance and mindshare in today's competitive marketplace NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of...

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Episode 97. In today's news episode, "Social Media Trends & Tik Tok's Place in Accounting." Key takeaways from this episode include: ➨ insights from Sony about where accounting firms should be when it comes to 'online' and social media ➨ what happens to accounting firms who are not part of the social media conversation with potential clients and talent ➨ which social media platforms have seen gains and which have lost users throughout covid ➨ stats for active users on the main social media sites/apps, and where accounting firms should perhaps focus their efforts ➨ the blurred lines between social (personal) and business (professional) on platforms like LinkedIn ➨ the rise of TikTok as the fastest growing social media platform and whether accountants are actually on there ➨ why employer brand for accountancy firms is dependent on social media to reach younger talent ➨ the difference in age between the average accounting partner and the average business owner ➨ why it doesn't matter what YOU as an accountant think about social media platforms like TikTok ➨ examples of professional service providers who are generating huge followings on TikTok ➨ how personality led content differs from traditional marketing content put out by accounting firms ➨ what individual accountants and advisors can do to remain competitive and relevant to their target clients using social media Source: https://www.je-consulting.co.uk/the-changing-tides-of-social-media/ (https://www.je-consulting.co.uk/the-changing-tides-of-social-media/)

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/ (https://accountinginfluencers.com/growth-opportunities-accountants/) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay...

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Episode 96. On this week’s Accounting Influencers Podcast: ➜ News - Rob looks at "Social Media Trends & Tik Tok's Place in Accounting."  ➜ Special Guest Interview: "Data & Finance Analytics Services with Chris Argent." ➜ Rob shares practical advice and tips for accounting practitioners on "What Works for Accountants with Presence & Gravitas." ➜ Expert Interview: "The 3 Kinds of Modern Day CFO with Kevin Appleby." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. ◤━━━━━━━━━━━━━━━━━━━━◥ Need CPE/CPD? Continuing professional education for accountants on the move... Get points for Continuing Professional Education /Development by listening to the Accounting Influencers Podcast. Earmark CPE is the exclusive CPE/CPD partner for the podcast. The partnership is NASBA-approved meaning accreditation and certification counts in most countries. NASBA stands for National Association of State Boards of Accountancy. Download the Earmark CPE mobile app here https://earmarkcpe.com (https://earmarkcpe)https://earmarkcpe (.com) Here's how it works: ① SELECT A COURSE. Download the mobile app, search for Accounting Influencers and start a course. Complete each learning activity at your own pace. ② LISTEN TO AUDIO. Learn by listening to podcast episodes. Listen when you’re driving to work, working out, or doing chores. ③ TAKE THE QUIZ. Confirm you’ve learned the material by taking the short quiz at the end of the course. Score 75% or higher to pass. ④ GET YOUR CPE. Click 'Email CPE' and your CPE certificate arrives via email in your inbox. Earmark helps by keeping track of all your CPE earned through the app. When was the last time you took a free CPE/CPD course that taught you something you didn’t already know? Most accountants and CPAs these days prefer to earn CPE from live webcasts, webinars or formal training. The problem is, you end up picking courses based on what fits your schedules, not what’s most relevant to your professional development needs. With the Accounting Influencers Podcast partner Earmark CPE, you can earn credits whenever you want, wherever you go. Multitask and be more productive while listening to accounting and tax podcasts. When you’re done listening, complete the handful of quiz questions to access your CPE/CPD certificate. UNCHAIN FROM YOUR DESK AND BE MORE PRODUCTIVE With the rise of remote and hybrid work, you’re spending more time in front of your computer than ever before. So get out from behind your desk and learn while you listen to podcasts on the Earmark CPE mobile app for Android and iOS. STOP STRESSING ABOUT EARNING ENOUGH CREDITS By using the Earmark mobile app every week for free, you’ll be sure to earn enough CPE credits to make your license renewal/CPD accreditation a breeze. Say goodbye to the pain of cramming in courses/training at the last minute. LEARN SOMETHING NEW FROM FREE CPE/CPD FOR ACCOUNTING PROFESSIONALS Let’s be honest. Most free CPE/CPD courses aren’t that great. The Accounting Influencers Podcast contributes to a growing library of educational, entertaining and on-demand accounting and tax podcasts. As a result, you can actually learn something new while you check that CPE/CPD box. ◤━━━━━━━━━━━━━━━━━━━━◥ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and...

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BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 7." In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. Key takeaways from this episode include: ✓ why accountants have done a poor job over the years of educating clients on the full level of services they offer ✓ how too many leaders and partners in accountancy firms do not know exactly what and how many services their practice offers ✓ the key reasons why business clients stereotype accountants and their services ✓ why business owners struggle to make good commercial and financial business decisions ✓ the problems accountants and accounting firms cause themselves in trying to differentiate ✓ what creates market expectations for 'uneducated business prospects' in observing accountants and their practices

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/ (https://accountinginfluencers.com/growth-opportunities-accountants/) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses...

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Episode 95. In today's interview, "Disrupters in Accounting with Emma Crawford-Falekaono" Emma is the Head of EMEA at Ignition. She has over 15 years’ experience in Commercial, Accounting, Finance and Business Strategy environments across NZ, AU, US and UK. She started her career with a global accounting firm before taking time out to deploy with the British Military. Emma has spent the last decade on senior leadership teams of successful technology businesses including Xero, Tradify and Ignition. She founded Bastion Consulting Services in 2018, delivering consultative services to a range of international clients. She is passionate about seeing firms succeed with a focus on operational excellence, technology, team culture and delivery of strategic priorities. Key takeaways from this episode include: ✿ how the accountancy profession has changed in recent years ✿ the argument for why accounting is an industry and not a profession ✿ why now is an exciting time for the accounting world and how firms use technology ✿ what has accelerated the adoption of technology in accounting practices ✿ who is responsible for driving change and tech adoption in accountancy firms ✿ the factors increasing the expectations of accounting firm clients ✿ how younger talent and new entrants to accounting are disrupting the profession ✿ what is driving the increased mergers and acquisition activity in accounting and fintech ✿ why a 'best in class' approach to fintech will win over 'one box, one stop shop in accounting ✿ the rise of M&A activity in accounting for both solo-owned firm and bigger ones ✿ behind the scenes insight into the rebrand from Practice Ignition to Ignition ✿ whether relationships in accounting can be automated or must remain personal ✿ how technology can make enhance client experience for accountants and CPAs ✿ women in accounting and fintech - the key issues and opportunities ✿ the reason why women tend to occupy the lower kudos, lower paid roles in accounting firms ✿ celebrating the Women in Accounting Awards and the stories behind nominations ✿ what is coming up for Ignition in coming months with events, content and campaigns ✿ what accounting practitioners might ask themselves to prompt a conversation with Ignition ✿ why accounting and fintech is at a tipping point with growth and improvement When not at work, Emma enjoys playing and watching rugby with her husband, baby son and dog. https://www.linkedin.com/in/emma-cf/ https://twitter.com/emscrawfs NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes,...

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Episode 94. In today's practical episode, "Three SIgns of Executive Presence in Accountants." In these segments, we pick out key trends and events in accounting and fintech media and analyse/interpret them for accountants in practice. Key takeaways from this episode include: ⍟ the importance for accountants of building their reputation to create career capital ⍟ defining executive presence for technical professionals like accountants ⍟ the benefits of corporate executive presence for accountants and CPAs ⍟ how executive presence and gravitas are coachavlr traits if accountants really want them ⍟ how 'non words' like you know, kind of, sort of and erm dilute the impact of a message ⍟ why weak communicators use non words which loses them credibility ⍟ the problem with the phrase 'I think' for people who want more presence ⍟ the importance for accountants of being clear and concise with their messages ⍟ tips for accountants to develop a stronger message when they communicate ⍟ how even the most introverted professionals still influence thousandsof others NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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Episode 93. In today's interview, "ESG Opportunities in Accounting with Ian Thomson." Ian Thomson is Professor of Accounting and Sustainability at Birmingham Business School, Convenor of the Centre for Social and Environmental Accounting and Director of the Lloyds Banking Group Centre for Responsible Business. He has researched the many connections between responsible, sustainable business and accounting for 30 years. He co-authored Urgent Business and was a judge for UK Responsible Business of the Year. Key takeaways from this episode include: ➯ how businesses can future proof and preserve value in tough times ➯ the importance of resilience for businesses in dealing with uncertain change ➯ the urgency and 'burning platform' of environmental change in the modern world ➯ why companies and accounting firms are further down the sustainability road than they think ➯ why sustainability issues and environmental concerns are natural priorities for businesses ➯ how the recent global environmental summit in Glasgow COP 26 is changing things ➯ what accounting firms can do to make better decisions about sustainability and climate change ➯ why businesses are actually weak and fragile in their outlook to costs and risk ➯ the best question businesses can ask themselves to asses their environmental priorities and risk ➯ how ESG (environmental and social governance) helps put sustainability into a business context ➯ how the financial accounts of a business are just one dimension of its performance ➯ the problems with ESG initiatives with the measurements and the data ➯ the danger for accounting advisors of data overload and how technology can help ➯ what accounting firm clients can ask their advisors to maximise climate, sustainability and ESG opportunities ➯ the crucial role accounting professionals must play to help business clients in a VUCA world ➯ the opportunities accountants have with data if they have the right analytical and technological skills ➯ best advice to accountants who want to embrace ESG, sustainability and climate services opportunities Ian spends his spare time listening to loud and fast rock music, walking his dog and watching Edinburgh Rugby, Scotland and Hearts lose. Useful sites and links https://www.birmingham.ac.uk/research/responsible-business/index.aspx https://bristoluniversitypress.co.uk/urgent-business https://www.st-andrews.ac.uk/csear/ https://www.linkedin.com/in/ian-he-him-thomson-644b9129/ @UoBResponsible NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your...

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Episode 92. In today's news episode, we discuss "Digital Transformation for Businesses Is Slowing Down." Key takeaways from this episode include: ▶ how accountants 'stand in the gap' between business and government, between clients and economic forces ▶ how the pace of digital transformation is slowing down, at least as measured by amount of business transacted online ▶ explaining the drop in businesses adopting a 'fail fast' experimental mentality with less risk taking ▶ the shift to steady and sustainable change versus exponential growth in business ▶ how legacy constraints embedded in accounting firms and their clients are slowing down automation and change ▶ the biggest reason why digital transformation has slowed in business ▶ highlighting the trend that skills are becoming obsolete in 12-18 months and how this effects employer brand "Digital transformation slowing down, say businesses" by Chris Gaetano https://www.accountingtoday.com/news/digital-transformation-slowing-down-in-business-expectations-tempered (https://www.accountingtoday.com/news/digital-transformation-slowing-down-in-business-expectations-tempered) ◤━━━━━━━━━━━━━━━━━━━━◥ 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 Podcast and events. Just go here: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ◣━━━━━━━━━━━━━━━━━━━━◢ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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Episode 91. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Digital Transformation for Businesses Is Slowing Down."  ➜ Special Guest Interview: "ESG Opportunities in Accounting with Ian Thomson." ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works with Executive Presence for Accountants." ➜ Expert Interview: "Disrupters in Accounting with Emma Crawford-Falekaono." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. ◤━━━━━━━━━━━━━━━━━━━━◥ Need CPE/CPD? Continuing professional education for accountants on the move... Get points for Continuing Professional Education /Development by listening to the Accounting Influencers Podcast. Earmark CPE is the exclusive CPE/CPD partner for the podcast. The partnership is NASBA-approved meaning accreditation and certification counts in most countries. NASBA stands for National Association of State Boards of Accountancy. Download the Earmark CPE mobile app here https://earmarkcpe.com (https://earmarkcpe)https://earmarkcpe (.com) Here's how it works: ① SELECT A COURSE. Download the mobile app, search for Accounting Influencers and start a course. Complete each learning activity at your own pace. ② LISTEN TO AUDIO. Learn by listening to podcast episodes. Listen when you’re driving to work, working out, or doing chores. ③ TAKE THE QUIZ. Confirm you’ve learned the material by taking the short quiz at the end of the course. Score 75% or higher to pass. ④ GET YOUR CPE. Click 'Email CPE' and your CPE certificate arrives via email in your inbox. Earmark helps by keeping track of all your CPE earned through the app. When was the last time you took a free CPE/CPD course that taught you something you didn’t already know? Most accountants and CPAs these days prefer to earn CPE from live webcasts, webinars or formal training. The problem is, you end up picking courses based on what fits your schedules, not what’s most relevant to your professional development needs. With the Accounting Influencers Podcast partner Earmark CPE, you can earn credits whenever you want, wherever you go. Multitask and be more productive while listening to accounting and tax podcasts. When you’re done listening, complete the handful of quiz questions to access your CPE/CPD certificate. UNCHAIN FROM YOUR DESK AND BE MORE PRODUCTIVE With the rise of remote and hybrid work, you’re spending more time in front of your computer than ever before. So get out from behind your desk and learn while you listen to podcasts on the Earmark CPE mobile app for Android and iOS. STOP STRESSING ABOUT EARNING ENOUGH CREDITS By using the Earmark mobile app every week for free, you’ll be sure to earn enough CPE credits to make your license renewal/CPD accreditation a breeze. Say goodbye to the pain of cramming in courses/training at the last minute. LEARN SOMETHING NEW FROM FREE CPE/CPD FOR ACCOUNTING PROFESSIONALS Let’s be honest. Most free CPE/CPD courses aren’t that great. The Accounting Influencers Podcast contributes to a growing library of educational, entertaining and on-demand accounting and tax podcasts. As a result, you can actually learn something new while you check that CPE/CPD box. ◤━━━━━━━━━━━━━━━━━━━━◥ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders,...

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BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 6 - Core Beliefs in Pricing." In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. Key takeaways from this episode include: ➜ why so many failings, missed opportunities, innovation gaps or business losses come down to mindset for accountants ➜ what accounting practitioners need to convince themselves of if they want to be credible when pricing for new work ➜ the three tangible things accountants can do to boost their confidence and self belief to price what they are worth ➜ why track record is paramount for accountants and CPAs to convey their worth and pricing position ➜ the value of 3rd party endorsements and social proof to validate a pricing position for accountancy professionals ➜ what it takes for accountants to show their prospects a definite return on their investment for accounting services ➜ what the practising of core beliefs or mindset skills give accountants when selling professionally ➜ why accounting firm owners and leaders must educate and coach their people on pricing properly, especially with mindset ➜ the validation that comes for accountants and CPAs when they develop a core belief system around their worth and pricing If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team. ◤━━━━━━━━━━━━━━━━━━━━◥ 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 Podcast and events. Just go here: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ◣━━━━━━━━━━━━━━━━━━━━◢ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their...

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Episode 90. In today's interview, "How Accountants Adapt to New Technology with Farooq Raja." Farooq Raja is an investor and architect of AIRPA, an integration and automation platform for accountants and their clients. The mission is to give accountants and business people time back to from routine processes to use their skills and experience to better serve their customers.. He trained as accountant in the National Health Service (NHS) and then moved to commerce with British Telecom (BT) as financial controller and Unilever as Head Office Accountant. He then worked with Coopers and Lybrand in management consulting before setting up a technology implementation consultancy called Mokum which later sold to PWC. For two decades, he started and ran multiple small businesses learning about different industries, processes and the fine line between success and failure in business. Key takeaways from this episode include: ➜ what early businesses looked like when technology entered the workplace and fell to accountants to master ➜ how the accounting game has changed over the years, even though the fundamentals have remained the same ➜ the most important changes in technology that are impacting accountants and their business clients ➜ why cloud software does so much more than enabling remote working for accountants and their clients ➜ how technology trends are shaping clients requirements for their professional advisors like accountants and CPAs ➜ the barriers facing accounting firms in change their technology mindset to adapt to the new environment ➜ who is leading the technology charge in business innovation and questions accountants are being asked as a result ➜ explaining the resistance to change in accounting and they can do better in adapting to new technology ➜ how the accounting marketplace is dividing into different cohorts or groups around ow they embrace cloud and technology ➜ what is on the horizon for accountants and accounting firms with future technology and how it will impact our working lives ➜ how the AIRPA integration helps accountants make better choices with technology suites and best of breed platforms ➜ why accountancy is a superpower and should be recognised by accountants themselves as genuinely valuable to business owners and clients Outside work, Farooq has four children and a large extended family. His hobbies are games and puzzles, reading autobiographies and painting. I have four children and a large extended family and my hobbies are games and puzzles , reading autobiographies and painting. https://www.linkedin.com/in/farooq-raja-5021b6/ (https://www.linkedin.com/in/farooq-raja-5021b6/) https://www.linkedin.com/company/airpa (https://www.linkedin.com/company/airpa) http://www.airpa.ai/ (www.airpa.ai) ◤━━━━━━━━━━━━━━━━━━━━◥ 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 Podcast and events. Just go here: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ◣━━━━━━━━━━━━━━━━━━━━◢ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge,...

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Episode 89. In today's practical episode, "What Works in Accounting with Employer Brand Websites." In these segments, we pick out key trends and events in accounting and fintech media and analyse/interpret them for accountants in practice. Key takeaways from this episode include: ⍟ how the future of work and talent has changed for accounting firms and CPAs over the last couple of years ⍟ the drivers behind the 'great resignation' in accounting and finance plus many other sectors ⍟ the percentage of workers who would leave their current employer within 6 months if they were not happy ⍟ the current skills shortage and it's effect on accounting practices in most countries ⍟ the three brands accountants and accounting firms must intentionally build ⍟ the problem with most accounting practice websites and how it confuses people searching for you on Google ⍟ what potential clients of are looking for when they visit the website of an accounting firm ⍟ what potential employees and talent need to see when they go to an accounting practice website ⍟ causes of attrition or staff churn in accounting firms who do not properly look after their employees ⍟ the recalibration and introspection taking place with accounting professionals who are considering career or employer switches ⍟ the importance for accountants of autonomy in their work and having their hands on the steering wheel of their career ⍟ the mistakes accounting firm websites make with poor first impressions and conflicting messages for visitors ⍟ questions your existing employees, team members and staff need to be answering to convince potential hires to work for your firm ⍟ why accountants should treat talent and candidates like clients and current staff ━━━━━━━━━▼━━━━━━━━━ We'd love to get to know you! Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm (https://accountinginfluencers.captivate.fm) ➺ 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 ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your...

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Episode 88. In today's interview, "Great First Impressions in Accounting with Louise Wilson." Louise Wilson is Head of the Finance Sector at Moneypenny. They look after 20 million calls and live chats on behalf of sole traders to global enterprises. Her specialist sector is the finance industry supporting financial services businesses every year and is trusted by many accounting firms including 8 of the top 20, mortgage professionals, IFAs, and lenders. Established in 2000, Moneypenny is the world's market leader for telephone answering, live chat, outsourced switchboard and customer contact solutions. In total, more than 21,000 businesses across the UK benefit from Moneypenny’s mix of extraordinary people and ground-breaking technology. Louise works closely with accountancy practices of all sizes to improve client experience, lead capture and their digital offering. Key takeaways from this episode include: ✓ what separates the good accountancy firms from the great ones in delivering a positive client experience ✓ what factors make up a positive client experience for accounting practices ✓ what some accounting and CPA firms have got wrong with their brand, especially during the challenging covid times ✓ the reasons accounting firms should look after existing clients but where they fall short with potential clients ✓ what has stopped some accountancy practices evolving digitally as much as they should have ✓ where 25% of accounting practices are targeting growth in the next 12 months ✓ the power of initial enquiries and FAQs from potential accounting firm clients that might turn into more business ✓ the trend for inbound enquiries from prospects to accounting firms being handled by non fee earners ✓ the biggest mistake made for accountants of putting money into marketing but poorly handling the follow up ✓ the need to repurpose the skillsets of professionals within accounting firms ✓ the danger of overload with receptionists who have to make a great impression with callers to their accounting firm ✓ the most in-demand services accounting firms hire Moneypenny for ✓ the move to round the clock front desk support for accounting practices who have 24-7 calls coming in ✓ the importance of live chat on accounting firm websites ✓ the most common question prospects ask accounting firms live chat when they think they are dealing with bots ✓ how many accounting firms can get first impressions wrong even though it is easily corrected ✓ what Moneypenny look for first when hiring new staff to handle calls and live chat for accounting firms ✓ how it's easy to make very quick judgements about service and competence when calling an accounting firm or visiting their website In her spare time, Louise loves walking, travel, and doing the latest fitness fad like Peloton. https://www.linkedin.com/in/louiseatmoneypenny/ (https://www.linkedin.com/in/louiseatmoneypenny/) Twitter @LouiseWilson8 http://www.moneypenny.co.uk/ (www.moneypenny.co.uk) ━━━━━━━━━▼━━━━━━━━━ We'd love to get to know you! Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm (https://accountinginfluencers.captivate.fm) ➺ 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 ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━ ◤━━━━━━━━━━━━━━━━━━━━◥ Need CPE/CPD? Continuing...

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Episode 87. In today's news episode, we discuss "The Best City for Accountants - Does It Really Matter?" Key takeaways from this episode include: ▶ the definition of employer brand for accounting firms ▶ asking whether it really matters to accountants and CPAs where your office is based ▶ why accountants and CPAs work in a noble profession rather than an industry ▶ why accountants and CPAs are the foundation for any business ▶ what makes London (and likely other capital cities in other countries) the best place for accountants to work ▶ shout out to Virtual Cabinet for producing the research ▶ the kind of factors make an accountant want to work in a certain place ▶ the importance of employer brand and what goes into a good one for accounting firms trying to attract talent Source: https://blog.virtualcabinet.com/best-cities-for-accounting-jobs (https://blog.virtualcabinet.com/best-cities-for-accounting-jobs) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team. ◤━━━━━━━━━━━━━━━━━━━━◥ 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 Podcast and events. Just go here: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ◣━━━━━━━━━━━━━━━━━━━━◢

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Episode 86. On this week’s Accounting Influencers Podcast: ➜ News - "The Best City for Accountants - Does It Really Matter?"  ➜ Special Guest Interview: "Great First Impressions in Accounting with Louise Wilson." ➜ Practical advice and tips for accounting practitioners on "What Works in Accounting with Employer Brand Websites." ➜ Expert Interview: "How Accountants Adapt to New Technology with Farooq Raja." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. ◤━━━━━━━━━━━━━━━━━━━━◥ Need CPE/CPD? Continuing professional education for accountants on the move... Get points for Continuing Professional Education /Development by listening to the Accounting Influencers Podcast. Earmark CPE is the exclusive CPE/CPD partner for the podcast. The partnership is NASBA-approved meaning accreditation and certification counts in most countries. NASBA stands for National Association of State Boards of Accountancy. Download the Earmark CPE mobile app here https://earmarkcpe.com (https://earmarkcpe)https://earmarkcpe (.com) Here's how it works: ① SELECT A COURSE. Download the mobile app, search for Accounting Influencers and start a course. Complete each learning activity at your own pace. ② LISTEN TO AUDIO. Learn by listening to podcast episodes. Listen when you’re driving to work, working out, or doing chores. ③ TAKE THE QUIZ. Confirm you’ve learned the material by taking the short quiz at the end of the course. Score 75% or higher to pass. ④ GET YOUR CPE. Click 'Email CPE' and your CPE certificate arrives via email in your inbox. Earmark helps by keeping track of all your CPE earned through the app. When was the last time you took a free CPE/CPD course that taught you something you didn’t already know? Most accountants and CPAs these days prefer to earn CPE from live webcasts, webinars or formal training. The problem is, you end up picking courses based on what fits your schedules, not what’s most relevant to your professional development needs. With the Accounting Influencers Podcast partner Earmark CPE, you can earn credits whenever you want, wherever you go. Multitask and be more productive while listening to accounting and tax podcasts. When you’re done listening, complete the handful of quiz questions to access your CPE/CPD certificate. UNCHAIN FROM YOUR DESK AND BE MORE PRODUCTIVE With the rise of remote and hybrid work, you’re spending more time in front of your computer than ever before. So get out from behind your desk and learn while you listen to podcasts on the Earmark CPE mobile app for Android and iOS. STOP STRESSING ABOUT EARNING ENOUGH CREDITS By using the Earmark mobile app every week for free, you’ll be sure to earn enough CPE credits to make your license renewal/CPD accreditation a breeze. Say goodbye to the pain of cramming in courses/training at the last minute. LEARN SOMETHING NEW FROM FREE CPE/CPD FOR ACCOUNTING PROFESSIONALS Let’s be honest. Most free CPE/CPD courses aren’t that great. The Accounting Influencers Podcast contributes to a growing library of educational, entertaining and on-demand accounting and tax podcasts. As a result, you can actually learn something new while you check that CPE/CPD box. ◤━━━━━━━━━━━━━━━━━━━━◥ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the...

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BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 5 - Not Caving to Client Pressure." In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. Key takeaways from this episode include: ➩ what client pressure looks like for accountants feeling pushback on prices and fees ➩ the difference between what clients feel is a fair price for accounting services and what the accountants feel is fair ➩ the only circumstances that should lead an accountant or CPA to discount or lower their fees ➩ calling out some of the false thinking that accountants are guilty of when defending their low fees and discounting ➩ comparing accountants to lawyers and medical professionals who never really have to haggle on their fees ➩ how recurring fees induces complacency in some accountants to unnecessarily reduce their prices ➩ what accountants must do when they feel pressure to cave in on deals, proposals and fees

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/ (https://accountinginfluencers.com/growth-opportunities-accountants/) ◤━━━━━━━━━━━━━━━━━━━━◥ 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 Podcast and events. Just go here: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ◣━━━━━━━━━━━━━━━━━━━━◢ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and...

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Episode 85. In today's news episode, we discuss "Thought Leadership in Accounting with Matt Baldwin." Matt Baldwin is the co-founder of Coast, a public relations and communications consultancy that focuses on professional services firms. A former national newspaper journalist, Matt brings more than 25 years’ experience in helping accountancy and legal businesses develop impactful media relations, thought leadership campaigns and direct to client communications programmes. He is the editor of The Professionals, a magazine that celebrates the amazing achievements of professional services marketers. Key takeaways from this episode include: ➨ the differences and similarities in thought leadership in professional services ➨ defining thought leadership and content creation - what it should really deliver for accountancy firms ➨ the relationship between thought leaders and thought leadership in the accounting sector ➨ what the good thought leaders do in accounting that is more than social media hype, likes and follows ➨ what comprises good thought leadership for accountants who want to serve their clients ➨ how good thought leaders can steer conversations and dictate the narrative in the business world ➨ why accountancy firms should be promoting and celebrating thought leaders in their ranks ➨ countering the argument accountants offer that they are too busy to create content and thought leadership ➨ how thought leadership and content creation is a discretionary activity for accountants outside fee earning ➨ busting the myth that everyone in a CPA firm or accounting practice should be a thought leader ➨ how leaders and marketers can identify and support the fee earning thought leaders in their professional firm ➨ what accountants need to consider when creating content and developing thought leadership strategies ➨ the impact on brand and reputation for an accounting firm when they develop strong thought leaders ➨ suggestions for boosting thought leadership activity and content creation in accountancy firms ➨ potential downsides of pushing thought leadership and content creation onto fee earning accountants ➨ how employees can support the thought leaders and content creating colleagues in their accounting firm ➨ what's coming up for thought leadership in professional firms in coming years ➨ the opportunities for accountants who want to shape the business landscape and create more leads for their firms ➨ thought leadership hot topics that accounting firms need to be speaking into Outside work, Matt spend, or wastes, time on his 1970 Triumph Herald and cares for a growing number of chickens and rare-breed sheep. Contact him here: Twitter: @coastmatt and @psmprofs LinkedIn: https://www.linkedin.com/in/matt-baldwin-8117013 (https://www.linkedin.com/in/matt-baldwin-8117013) Website: https://www.coastcommunications.co.uk (https://www.coastcommunications.co.uk) https://psm-theprofessionals.com (https://psm-theprofessionals.com) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a...

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Episode 84. In today's practical episode, "What Works for Accountants with Better Client Empathy." Key takeaways from this episode include: ⍟ what empathy means in basic terms, and why it is sadly lacking with many accountants ⍟ shout out to Terrell Turner, podcast host of "The Finance & Accounting Show" ⍟ proof that going back to basics with human relationships and communications is necessary for even experienced accountants ⍟ why courtship and dating is similar to building relationships for accounting professionals ⍟ the benefits to accountants and CPAs of caring for prospects and clients, and showing them that they care ⍟ simple but effective conversational phrases accountants can use to show interest in clients and prospects ⍟ the good things that happen for accountants when they show genuine empathy with people they talk to ⍟ the role of curiosity for accountants in developing empathy for the people they serve and work with ⍟ the bad things that happen to accountants when they won't or don't or can't care for their clients and prospects ⍟ how to make somebody fall in love with you and how it applies to accounting relationships ⍟ proof that CPAs and accountants can be more empathetic if they truly want to ⍟ how accountants can build on their technical skills to boost their careers and be recession proof ━━━━━━━━━▼━━━━━━━━━ We'd love to get to know you! Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm (https://accountinginfluencers.captivate.fm) ➺ 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 ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the...

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Episode 83. In today's interview, "CPE or CPD Advice for Accountants with Des O' Neill." Des O’Neill is Founder of CPDStore and an accountant by profession and training. For 20 years, he and his team have created and delivered a range of tools, training, insights, technical knowledge, methods and systems to help accountants achieve better result for themselves, for their teams, for their customers and ultimately for their families. Key takeaways from this episode include: ➠ the importance of CPE (continued professional education) for accountants and CPAs ➠ how much CPE (or CPD - continued professional development) has become 'ticking a box' for accountants ➠ the various components of good CPE and CPD for accountants that go beyond mere technical competence ➠ the missing piece in CPE and CPD for accountants that means mere knowledge and training is not enough ➠ how good CPE or CPD needs to be applied by accountants to client situations with proper communication ➠ how accountants can access the best CPE and CPD in a world of unlimited knowledge ➠ why accounting firm leaders should see CPE/CPD strategically for individuals accountants and teams ➠ the six core components of running a successful accounting firm ➠ the single biggest limiting factor for accounting firm growth over the next few years ➠ how qualifying to be an accountant has changed over the years ➠ why the war for talent is over and why talent has won ➠ the biggest area that accounting firms get wrong and how it plays out in less than optimum performance ➠ what has prompted Jeff Bezos of Amazon has invested $100m into an accounting firm ➠ the biggest opportunity for accounting practices in coming years ➠ What is available at https://cpdstore.com - the a dedicated online CPD or CPE provider for accountants and professional advisors ➠ how accounting firms can position themselves to attract the best talent with a commitment to developing people In his own words: "I am passionate about entrepreneurship and building better businesses. I believe accountants are uniquely positioned to build better businesses for themselves and their customers and clients too. I believe in building self-managing businesses so that accountants and their clients can focus on the more important things in life." Des is married to Caroline and has 3 young kids, 2 dogs and 3 cats. You can contact him below: https://www.linkedin.com/in/desoneill (Des on LinkedIn) https://www.linkedin.com/in/desoneill https://twitter.com/omniprodes (Des on Twitter) https://twitter.com/omniprodes Learn with Des: www.desoneill.com If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic...

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Episode 82. In today's news episode, we discuss "5 Steps to Help Accountants Prevent Burnout." Key takeaways from this episode include: ✓ shout out to Guy Pearson, founder of Ignition, author of "Curbing burnout in accountants: 5 steps that can help" ✓ why accountants should become more familiar with 'the language of business' ✓ what 74% business owners and CFOs deem to be essential to their commercial goals ✓ what accountants and CFOs require to be relevant to business owners and CEOs ✓ the kind of things that make an accounting firm or software company an attractive place to work ✓ what leveraging automation and enhancing productivity does for reducing burnout in accountants ✓ what stops many accounting firms caring about their clients ✓ the importance for accountants of working in verticals, sectors or niches they are passionate about ✓ what building relationships for the future means for accountants and CPAs ✓ using 'submarine time' to prioritise workloads and set boundaries for your work ✓ what contributing to the culture of your workplace looks like in practice for accountants and CPAs ✓ the role of L&D, leaders, HR and managers in accounting firms in preventing burnout in their teams ✓ the importance of individual accountants to take responsibility for their own mental wellbeing and coping strategies Source: https://www.accountingtoday.com/list/curbing-burnout-in-accountants-5-steps-that-can-help (https://www.accountingtoday.com/list/curbing-burnout-in-accountants-5-steps-that-can-help)

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/ (https://accountinginfluencers.com/growth-opportunities-accountants/) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build...

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Episode 81. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "5 Steps to Help Accountants Prevent Burnout."  ➜ Special Guest Interview: "CPE or CPD Advice for Accountants with Des O' Neill." ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants with Better Client Empathy." ➜ Expert Interview: "Thought Leaders in Accounting Firms with Matt Baldwin." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. ◤━━━━━━━━━━━━━━━━━━━━◥ Need CPE/CPD? Continuing professional education for accountants on the move... Get points for Continuing Professional Education /Development by listening to the Accounting Influencers Podcast. Earmark CPE is the exclusive CPE/CPD partner for the podcast. The partnership is NASBA-approved meaning accreditation and certification counts in most countries. NASBA stands for National Association of State Boards of Accountancy. Download the Earmark CPE mobile app here https://earmarkcpe.com (https://earmarkcpe)https://earmarkcpe (.com) Here's how it works: ① SELECT A COURSE. Download the mobile app, search for Accounting Influencers and start a course. Complete each learning activity at your own pace. ② LISTEN TO AUDIO. Learn by listening to podcast episodes. Listen when you’re driving to work, working out, or doing chores. ③ TAKE THE QUIZ. Confirm you’ve learned the material by taking the short quiz at the end of the course. Score 75% or higher to pass. ④ GET YOUR CPE. Click 'Email CPE' and your CPE certificate arrives via email in your inbox. Earmark helps by keeping track of all your CPE earned through the app. When was the last time you took a free CPE/CPD course that taught you something you didn’t already know? Most accountants and CPAs these days prefer to earn CPE from live webcasts, webinars or formal training. The problem is, you end up picking courses based on what fits your schedules, not what’s most relevant to your professional development needs. With the Accounting Influencers Podcast partner Earmark CPE, you can earn credits whenever you want, wherever you go. Multitask and be more productive while listening to accounting and tax podcasts. When you’re done listening, complete the handful of quiz questions to access your CPE/CPD certificate. UNCHAIN FROM YOUR DESK AND BE MORE PRODUCTIVE With the rise of remote and hybrid work, you’re spending more time in front of your computer than ever before. So get out from behind your desk and learn while you listen to podcasts on the Earmark CPE mobile app for Android and iOS. STOP STRESSING ABOUT EARNING ENOUGH CREDITS By using the Earmark mobile app every week for free, you’ll be sure to earn enough CPE credits to make your license renewal/CPD accreditation a breeze. Say goodbye to the pain of cramming in courses/training at the last minute. LEARN SOMETHING NEW FROM FREE CPE/CPD FOR ACCOUNTING PROFESSIONALS Let’s be honest. Most free CPE/CPD courses aren’t that great. The Accounting Influencers Podcast contributes to a growing library of educational, entertaining and on-demand accounting and tax podcasts. As a result, you can actually learn something new while you check that CPE/CPD box. ◤━━━━━━━━━━━━━━━━━━━━◥ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders,...

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "5 Steps to Help Accountants Prevent Burnout." ➜ Wednesday Interview: "CPE or CPD Advice for Accountants with Des O' Neill." ➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants with Better Client Empathy." ➜ Friday: "Thought Leaders in Accounting Firms with Matt Baldwin." ➜ Saturday: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 5 - Not Caving to Client Pressure." ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. ━━━━━━━━━▼━━━━━━━━━ We'd love to get to know you! Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm (https://accountinginfluencers.captivate.fm) ➺ 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 ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the...

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BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 4 - Justifying Your Value." In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. Key takeaways from this episode include: 》the two benefits for accountants of listening to this podcast about pricing 》why recognising value and self worth is difficult for most accounting professionals 》the problems accountants have in justifying their prices or their fee increases 》what makes charging premium fees hard for accountants if they haven't done it before 》why clients really don't care about how much time their accountant or CPA takes to do a job for them 》recognising that price only becomes an objection for clients when they don't see the value of what their accountant is offering 》an example from a car salesman on how to position value in a car buying negotiation 》the role of belief for accountants who struggle to justify higher fees

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/ (https://accountinginfluencers.com/growth-opportunities-accountants/) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and...

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Episode 80. In today's interview, "Career Advice for Accountants & CPAs with Randy Crabtree." Randy Crabtree is co-founder and partner of Tri-Merit Specialty Tax Professionals in the USA. Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs. (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser . He is a regular presenter at conferences and virtual training events hosted by CPA associations, state CPA societies and top 400 CPA firms across the country. Some of the takeaways from this interview: ⍟ the story behind The Unique CPA podcast and the two requirements for guests and topics ⍟ what makes a CPA or accountant unique in a world of noise and 'sameness' ⍟ explaining why accounting as a career choice is not so attractive, leading to talent problems and labor shortages in the profession ⍟ why the CPA or accounting qualification is limited in its scope compared to say legal qualifications ⍟ shout out to a previous episode on "Accounting Qualifications - Do Clients Really Care You are FCCA or CPA?" https://bit.ly/3IQGReB (https://bit.ly/3IQGReB) ⍟ what's behind accounting practices rebranding as advisory firms instead of CPA firms or accounting firms ⍟ what makes the good accountants great and separates the average ones from the rest ⍟ the difference between a professional accounting advisor who impacts a client's business vz merely reporting it ⍟ what good communications skills looks like for accountants and how they can acquire them ⍟ the role of passion and enthusiasm in the accounting profession, and why accountants don't always show it ⍟ the importance of self-awareness for accounting practitioners and recalibrating what's important in life and career ⍟ a journey of personal branding and thought leadership for accounting professionals by identifying strengths and passions ⍟ the danger for accountants of thinking that their role or job title is their whole identity ⍟ what makes a CPA or an accounting individual promotable up the career ladder ⍟ the fallacy that accountants and CPAs who do not win business for the firm (rainmakers) are not worthy of promotion ⍟ why it's okay for accountants and CPAs to NOT WANT to be partners in accounting firms ⍟ the definition of a strength for accountants and CPAs in terms of what they love and what they are really good at ⍟ the emergence of specialty firms and niche firms in accountancy and why niching offers competitive advantage ⍟ wise advice for younger CPAs and accountants who want to accelerate their career progression ⍟ the power for accounting professionals of sharing knowledge by developing a platform, creating content and showing passion ⍟ what accounting firm leaders must do to keep and nurture their best people for talent attraction and retention Randy’s perspective took a sharp turn in 2014 when he suffered from a stroke. The path to recovery led him to re-focus on the importance of helping others and incorporating things he was passionate about into everyday life. As co-founder of Tri-Merit, this meant educating others on stroke awareness, early detection and on the simple pleasures in life like craft beer. He is Randy is also President of Stroke Survivors Empowering Each Other (SSEEO) and part-owner in an award-winning craft beer and bottle shop in Chicago, Illinois. ◤━━━━━━━━━━━━━━━━━━━━◥ 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 Podcast and events. Just go here: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ◣━━━━━━━━━━━━━━━━━━━━◢ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone

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Episode 79. In today's practical episode, "What What Works for Accountants with Client Surveys." Key takeaways from this episode include: ➯ evaluating the advice given to accountants to run client satisfaction surveys ➯ the mistakes accounting firms make with client satisfaction surveys and why they show very little ➯ adopting the CAD system in accounting firms to gain a better understanding of how happy your clients are ➯ what accounting firms should actually be doing and saying to proactively reach out to their clients ➯ the criteria for client facing staff in accounting firms, especially when conducting client surveys ➯ what it means for an accounting firm or CPA or accounting professional to actually care about their clients ➯ why simply asking clients how they are doing creates multiple opportunities for accountants and CPAs ➯ the rich information that can come from accounting firm clients who are approached in the right way by accountants ➯ the 4P's of accounting clients that lead to new revenue opportunities for their professional advisors ➯ a killer question accountants can ask clients to identify their highest priorities and most pressing interests ➯ how to turn accountancy client surveys and satisfaction conversations into new business and retained clients ➯ why accounting client satisfaction surveys do not have to come from the fee earner or partner who owns the client ➯ shoutout to Louise Wilson at Moneypenny (upcoming episode) who handle outbound client satisfaction conversations for accountants ➯ what 'bedside manner' means for accounting firms who want warm relationships of trust with their clients

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/ (https://accountinginfluencers.com/growth-opportunities-accountants/) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting...

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Episode 78. In today's interview, "Mental Wellbeing for Accountants with Richard Hattersley." Richard Hattersley is a journalist and broadcaster. He is the editor of AccountingWEB, the UK's leading community for accounting professionals. He took the reins of the site in January 2020 and oversaw record levels of traffic and hosted a weekly Coronavirus Q&A webinar as AccountingWEB became a lifeline to accountants during the Covid pandemic. He manages an in-house editorial team and commissioning quality content. In April 2020, he became host of AccountingWEB Live’s flagship digital show Any Answers Live. In December 2021, AccountingWEB launched its first exhibition and as editor, Richard had a hand in devising the content programme to engage and educate the exhibition attendees. He also hosts interactive panels and ‘how to’ discussions for the accounting and fintech world. Key takeaways from this episode include: ✓ how mental health and wellbeing has emerged as a disruptive trend in the accounting profession ✓ the number one thing most accountants do when they start and end their day in an 'always on' world ✓ the many competing pressures on accountants that increase stress, overwhelm, gloom and anxiety in work ✓ the move by many accounting firms to employ mental health and well being 'first aiders' to handle stress in working environments ✓ shout out previous episode "Depression & Mental Health In the World of Accountancy" with Andy Salkeld https://accountinginfluencers.captivate.fm/episode/podcast-andy-salkeld-rob-brown (https://accountinginfluencers.captivate.fm/episode/podcast-andy-salkeld-rob-brown) ✓ how isolation and pressures from the covid pandemic has brought mental health into the open for accountants ✓ the importance of speaking openly about mental health and wellbeing in the accountancy profession ✓ addressing the stigma surrounding mental health in the accountant's job where there is no room for error or mistakes ✓ research citing 79% of accountants believe stress and poor mental health is engrained in the accounting profession ✓ why many accounting professionals are failing to take advantage of the support available for work and stress related problems ✓ the added pressures on accountants to help their own clients emotionally and psychologically in pandemic times ✓ the consequences for accounting firms who get mental health wrong or don't take it seriously with their staff ✓ the impact for accountancy practices of not taking care of staff in terms of recruitment and retention of talent ✓ what best practice looks like in accounting firms who safeguard the mental wellbeing of their staff ✓ using employee satisfaction surveys in accounting practices to stay ahead of mental health issues and staff happiness ✓ advice for accounting firm leaders to help and support their staff with good culture and practices around mental health ✓ shoutout to Lucy Cohen on the importance of accounting firm leaders to be vulnerable and open on mental health issues to inspire their staff When he is not reporting on the latest news in business and accounting, you can find Richard running, taking long walks along the south coast or hidden in the corner of a coffee shop with a book. https://www.linkedin.com/in/richard-hattersley-71731515 (https://www.linkedin.com/in/richard-hattersley-71731515) https://www.accountingweb.co.uk (https://www.accountingweb.co.uk) ━━━━━━━━━▼━━━━━━━━━ We'd love to get to know you! Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm (https://accountinginfluencers.captivate.fm) ➺ 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...

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Episode 77. In today's news episode, we discuss "How Accounting Firms Thrive in a Competitive Market." "A new breed of accountancy practices, flourishing in post-pandemic conditions, are making life hard for traditional firms."Key takeaways from this episode include: ➤ Shout out to Steve Cox of Iris, who appeared recently on this episode "The Future of the Accounting Profession" https://accountinginfluencers.captivate.fm/episode/the-future-of-the-accounting-profession-with-steve-cox-of-iris-uncut (https://accountinginfluencers.captivate.fm/episode/the-future-of-the-accounting-profession-with-steve-cox-of-iris-uncut) ➤ QUOTE: "A new breed of accountancy practices, flourishing in post-pandemic conditions, are making life hard for traditional firms." ➤ how the competitive landscape has changed for accountants from existing firms to new entrants into accounting ➤ figures on how many new accounting firms have started all over the world, all fighting for the business of those already in the marketplace ➤ speculating whether the new breed of accounting firms actually need qualified accountants or just software certified professionals ➤ how the great resignation in accounting may instead be a great evolution as many start their own practice on their terms ➤ three things accounting firms can do to improve they are feeling the pressure from competition ➤ the surprisingly low proportion of accountancy practices who promote a cloud-first offering to their clients ➤ the advantage of organic growth through automation vz new client acquisition to take the load off fee-earners working long hours ➤ why it makes commercial sense for accounting firms to consider selling their lowest profitability clients ➤ what compliance based accounting practices who are struggling with technology, cloud and digital can do to grow ➤ how many accounting managing partners reach 50+ and change their thinking from the firm to their exit Source: https://www.internationalaccountingbulletin.com/sponsored/how-firms-can-thrive-in-todays-competitive-market/ (https://www.internationalaccountingbulletin.com/sponsored/how-firms-can-thrive-in-todays-competitive-market/) ━━━━━━━━━▼━━━━━━━━━ We'd love to get to know you! Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm (https://accountinginfluencers.captivate.fm) ➺ 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 ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and...

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Episode 76. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "How Accounting Firms Thrive in a Competitive Market."  ➜ Special Guest Interview: "Mental Wellbeing for Accountants with Richard Hattersley." ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "What What Works for Accountants with Client Surveys." ➜ Expert Interview: "Career Advice for Accountants & CPAs with Randy Crabtree." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. ◤━━━━━━━━━━━━━━━━━━━━◥ Need CPE/CPD? Continuing professional education for accountants on the move... Get points for Continuing Professional Education /Development by listening to the Accounting Influencers Podcast. Earmark CPE is the exclusive CPE/CPD partner for the podcast. The partnership is NASBA-approved meaning accreditation and certification counts in most countries. NASBA stands for National Association of State Boards of Accountancy. Download the Earmark CPE mobile app here https://earmarkcpe.com (https://earmarkcpe)https://earmarkcpe (.com) Here's how it works: ① SELECT A COURSE. Download the mobile app, search for Accounting Influencers and start a course. Complete each learning activity at your own pace. ② LISTEN TO AUDIO. Learn by listening to podcast episodes. Listen when you’re driving to work, working out, or doing chores. ③ TAKE THE QUIZ. Confirm you’ve learned the material by taking the short quiz at the end of the course. Score 75% or higher to pass. ④ GET YOUR CPE. Click 'Email CPE' and your CPE certificate arrives via email in your inbox. Earmark helps by keeping track of all your CPE earned through the app. When was the last time you took a free CPE/CPD course that taught you something you didn’t already know? Most accountants and CPAs these days prefer to earn CPE from live webcasts, webinars or formal training. The problem is, you end up picking courses based on what fits your schedules, not what’s most relevant to your professional development needs. With the Accounting Influencers Podcast partner Earmark CPE, you can earn credits whenever you want, wherever you go. Multitask and be more productive while listening to accounting and tax podcasts. When you’re done listening, complete the handful of quiz questions to access your CPE/CPD certificate. UNCHAIN FROM YOUR DESK AND BE MORE PRODUCTIVE With the rise of remote and hybrid work, you’re spending more time in front of your computer than ever before. So get out from behind your desk and learn while you listen to podcasts on the Earmark CPE mobile app for Android and iOS. STOP STRESSING ABOUT EARNING ENOUGH CREDITS By using the Earmark mobile app every week for free, you’ll be sure to earn enough CPE credits to make your license renewal/CPD accreditation a breeze. Say goodbye to the pain of cramming in courses/training at the last minute. LEARN SOMETHING NEW FROM FREE CPE/CPD FOR ACCOUNTING PROFESSIONALS Let’s be honest. Most free CPE/CPD courses aren’t that great. The Accounting Influencers Podcast contributes to a growing library of educational, entertaining and on-demand accounting and tax podcasts. As a result, you can actually learn something new while you check that CPE/CPD box. ◤━━━━━━━━━━━━━━━━━━━━◥ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top...

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "How Accounting Firms Thrive in a Competitive Market." ➜ Wednesday Interview: "Mental Wellbeing for Accountants with Richard Hattersley." ➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What What Works for Accountants with Client Surveys." ➜ Friday Interview: "Career Advice for Accountants & CPAs with Randy Crabtree." ➜ Saturday: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 4 - Justifying Your Value." ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. ━━━━━━━━━▼━━━━━━━━━ We'd love to get to know you! Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm (https://accountinginfluencers.captivate.fm) ➺ 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 ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the

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BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 3 - Gleaning Pricing Intel." In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. Key takeaways from this episode include: ▶ the two options for accounting practitioners who want to upskill in the area of pricing ▶ the importance of getting the right information from prospects so accountants can price properly ▶ what leads accountants to a poor or wrong diagnosis of a client's needs, meaning pricing is more problematic ▶ why initial meeting preparation with potential clients is underestimated by accounting professionals ▶ the number one job of an accountant or CPA when meeting with a potential new client ▶ the big mistake accountants make with assumptions in prospect meetings ▶ how poor pricing and poor intel gathering leads to unprofitable and unhappy clients ━━━━━━━━━▼━━━━━━━━━ We'd love to get to know you! Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm (https://accountinginfluencers.captivate.fm) ➺ 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 ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the...

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Episode 75. In today's interview, "How Accounting & Fintech Are Evolving with Jody Padar." The Kim Kardashian of Accounting Tech, Jody Padar is Head of Tax and Evangelism at April. She is described as the Radical CPA, thought leader, influencer and change maker in the accounting/fintech world. Jody has been on the Accounting Today Top 100 Most Influential People List for the last ten years. She is the author of From Success to Significance: The Radical CPA Guide and The Radical CPA: New Rules for the Future-Ready Firm, and Botkeeper for Dummies. She wants to bring taxes into the digital age and lead the next generation of consumers and accounting professionals to a better relationship with tax filings. The idea of using AI and automation to transform industries and now taxes is a true love and Jody can't wait to develop, evolve and share a simplified and pleasurable tax experience. Key takeaways from this episode include: ➜ the thinking behind a fintech start up going up against a big spending established accounting software vendor ➜ the origins of the 'Radical CPA' personal brand and what disruption looks like in the accountancy profession ➜ evaluating how accountants and CPAs have dealt with the covid pandemic, and the outlook for those who have fallen short ➜ what accountants have learned about themselves when it comes to handling change and serving their clients better ➜ how accountants and CPAs have been 'doing advisory' for years but just not called it such ➜ the right definition of advisory services that CPAs and accountants should be working towards ➜ tips for accountants who want to have better advisory conversations with their business clients ➜ the critical factors that put accountants and CPAs in the best possible position to be trusted advisors ➜ acknowledging that the way accounting firms operate tomorrow should be different from what they've done historically ➜ the crazy ideas that are coming with financial statements and data that may shock some accountants and CPAs ➜ why accountants and not software vendors are to blame for a being marginalized and losing relevancy with business clients ➜ the magic starting point for accountants, CPAs and accountancy firms who want to differentiate themselves in a noisy marketplace ➜ the difference between social media and social business in offline networking for accountants ➜ how social media levelled the playing field for women in accountancy, fintech and other sectors ➜ how to decide who should be generating and winning new business in accounting firms ➜ what is making social posts more engaging than valuable business content on business platforms like LinkedIn ➜ asking whether accountants and CPAs are into social platforms like TikTok and Instagram ➜ new rules for the future ready accounting firm and how they can best compete ➜ why it's the next gen of younger people that will drive evolution in accounting, not the baby boomers or millennials ➜ the vision for https://www.getapril.com to create a tax engine that will change the world Outside work, Jody loves to travel, walk and kayak. She has recently moved to Just moved to Northern Wisconsin USA to find beauty, peace, and lake living (Lake Michigan). Connect to Jody: https://www.linkedin.com/in/jody-padar-18a9711 (https://www.linkedin.com/in/jody-padar-18a9711) Twitter: @JodyPadarCPA ━━━━━━━━━▼━━━━━━━━━ We'd love to get to know you! Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm/ (https://accountinginfluencers.captivate.fm) ➺ 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...

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Episode 74. In today's practical episode, "What Works for Accountants When Budgets Are Small." Key takeaways from this episode include: ➜ what makes cost the biggest issue in pricing conversations for accountants ➜ why 'we don't have the budget for that' is often a true statement from prospects of accountants ➜ the mistake accountants make when they misinterpret a small budget to mean 'we have no money' ➜ why having no money is not the same as having no budget for accounting products and services ➜ the realities of budgets and how accountants can help potential new clients reallocate spend ➜ the number one thing that what gives accountants and CPAs the power to direct budgets in pricing negotiations ➜ how accountants can justify value and ROI with prospects who engage their accounting services ➜ an example conversation between an accountant and a potential client to address the small or no budget objection ◤━━━━━━━━━━━━━━━━━━━━◥ 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 Podcast and events. Just go here: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ◣━━━━━━━━━━━━━━━━━━━━◢ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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Episode 73. In today's expert interview, "Wisdom from 20 Years in Accounting with Darren Glanville." Darren Glanville is no stranger to the accounting profession and has more than 20 years experience helping accounting practices develop digital strategies and processes to drive efficiencies and profitability. Having worked for some of the biggest software providers including Sage, CCH, and Xero, Darren now heads up the EMEA region for Fathom and is passionate about accounting firms leveraging technology to drive better business outcomes. Key takeaways from this episode include: ＞the key things that separate the good accountants from the great ones ＞the two biggest challenges accounting firms face if they want to grow in competitive environments ＞what makes an accountant or CPA relevant and vital to business owners ＞the one aspect of accountancy that hasn't evolved as quickly as it should have done in recent years ＞what accounting firms are missing out on by neglecting the development of advisory services ＞breaking down advisory services in accounting to different types of offerings to fully understand what advisory means ＞the opportunities for accountancy practices to offer software to business clients as an additional services ＞how business development and winning work has changed subtly for accountants during covid times ＞the key changes in the way businesses and clients are buying accounting services ＞analysing the switch - why clients might leave one accounting practice to move to another ＞why the barriers to setting up a CPA firm or accounting practice are lower than ever ＞the role of neglect and intimacy in motivating business clients to move to different accounting advisors ＞the mistakes accountancy practices make in calling themselves a 'digital firm' ＞where many older accountants have fallen short over recent years in developing themselves and their practice ＞scrutinising the current business models of accounting practices ＞the key building blocks in growing a remarkable business in accounting or fintech/software ＞a personal 'relationship focused' philosophy for success that leads to sustained passion in accounting and fintech ＞the most frustrating thing about working on and in accounting software, particularly with the software magpies ＞sagely career advice for success in accounting, technology and software ＞the exciting things coming up for the accounting and fintech sectors ＞the priority for accountants and software companies to move from data into the knowledge and analytics space ＞why now is a great time to be in accounting and fintech Outside work, Darren is a keen rugby fan (Newcastle Falcons), a self-confessed coffeeholic and tech geek. You can often find Darren walking his dogs on the beach near his home in Northumberland (UK) in the early morning and most weekends. Contact him here: https://twitter.com/dazglanville (https://twitter.com/dazglanville) https://www.linkedin.com/in/dazglanville (https://www.linkedin.com/in/dazglanville)

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things

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Episode 72. In today's news episode, we discuss "A Major Fintech Acquisition Implications for Accountants." Key takeaways from this episode include: ➜ zooming in on Bright Group's recent acquisition of AccountancyManager in the UK and Ireland ➜ why accountants and fintech people should care about this, both in the UK and internationally ➜ observing the trend for fintech houses, software companies and accounting firms to join forces ➜ asking who owns the client relationship - the accountants or (increasingly) the software vendors ➜ shout out to the interview with Kevin McCallum of Accountancy Manager on the evolution of accounting software (link below) ➜ asking who accountants and CPAs listen to and take notice of and who influences them ➜ what mergers and acquisitions accelerate in the accounting and fintech world ➜ why accountants need to observe what is happening in software and fintech to best advise their business clients ➜ why fintech companies are done with waiting for accountants to properly handle and advise their clients, and so are going to them directly ➜ why an advisor and consultant is paid to spot trends and identify repeat behaviors to serve their clients Sources Bright Software Group Acquires AccountancyManager https://www.accountingweb.co.uk/tech/practice-software/bright-software-group-acquires-accountancymanager (https://www.accountingweb.co.uk/tech/practice-software/bright-software-group-acquires-accountancymanager) The Evolution of Accounting Software with Kevin McCallum https://accountinginfluencers.captivate.fm/episode/the-evolution-of-accounting-software-with-kevin-mccallum (https://accountinginfluencers.captivate.fm/episode/the-evolution-of-accounting-software-with-kevin-mccallum) If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your

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Episode 71. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "A Big Fintech Acquisition - Implications for Accountants."  ➜ Special Guest Interview: "Wisdom from 20 Years in Accounting with Darren Glanville." ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants When Budgets Are Small." ➜ Expert Interview: "Wisdom from 20 Years in Accounting with Darren Glanville." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. ◤━━━━━━━━━━━━━━━━━━━━◥ Need CPE/CPD? Continuing professional education for accountants on the move... Get points for Continuing Professional Education /Development by listening to the Accounting Influencers Podcast. Earmark CPE is the exclusive CPE/CPD partner for the podcast. The partnership is NASBA-approved meaning accreditation and certification counts in most countries. NASBA stands for National Association of State Boards of Accountancy. Download the Earmark CPE mobile app here https://earmarkcpe.com (https://earmarkcpe)https://earmarkcpe (.com) Here's how it works: ① SELECT A COURSE. Download the mobile app, search for Accounting Influencers and start a course. Complete each learning activity at your own pace. ② LISTEN TO AUDIO. Learn by listening to podcast episodes. Listen when you’re driving to work, working out, or doing chores. ③ TAKE THE QUIZ. Confirm you’ve learned the material by taking the short quiz at the end of the course. Score 75% or higher to pass. ④ GET YOUR CPE. Click 'Email CPE' and your CPE certificate arrives via email in your inbox. Earmark helps by keeping track of all your CPE earned through the app. When was the last time you took a free CPE/CPD course that taught you something you didn’t already know? Most accountants and CPAs these days prefer to earn CPE from live webcasts, webinars or formal training. The problem is, you end up picking courses based on what fits your schedules, not what’s most relevant to your professional development needs. With the Accounting Influencers Podcast partner Earmark CPE, you can earn credits whenever you want, wherever you go. Multitask and be more productive while listening to accounting and tax podcasts. When you’re done listening, complete the handful of quiz questions to access your CPE/CPD certificate. UNCHAIN FROM YOUR DESK AND BE MORE PRODUCTIVE With the rise of remote and hybrid work, you’re spending more time in front of your computer than ever before. So get out from behind your desk and learn while you listen to podcasts on the Earmark CPE mobile app for Android and iOS. STOP STRESSING ABOUT EARNING ENOUGH CREDITS By using the Earmark mobile app every week for free, you’ll be sure to earn enough CPE credits to make your license renewal/CPD accreditation a breeze. Say goodbye to the pain of cramming in courses/training at the last minute. LEARN SOMETHING NEW FROM FREE CPE/CPD FOR ACCOUNTING PROFESSIONALS Let’s be honest. Most free CPE/CPD courses aren’t that great. The Accounting Influencers Podcast contributes to a growing library of educational, entertaining and on-demand accounting and tax podcasts. As a result, you can actually learn something new while you check that CPE/CPD box. ◤━━━━━━━━━━━━━━━━━━━━◥ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top...

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "A Big Fintech Acquisition - Implications for Accountants." ➜ Wednesday: "Wisdom from 20 Years in Accounting with Darren Glanville." ➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants When Budgets Are Small." ➜ Friday: "How Accounting & Fintech Is Evolving with Jody Padar." ➜ Saturday: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 3 - Gleaning Pricing Intel." ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. ━━━━━━━━━▼━━━━━━━━━ We'd love to get to know you! Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm (https://accountinginfluencers.captivate.fm) ➺ 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 ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the...

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BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 2 - Pricing Start Up Clients." In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. Key takeaways from this episode include: ✓ why it's important for accountants to acknowledge the challenges they have with pricing ✓ the uncertainties that lead to pricing problems when accountants take on start up clients ✓ the issues raised for start ups with limited cash and resources when they are buying accounting services ✓ the importance for accounting firms to document pricing strategies for start ups if they have procedures and approaches that work ✓ the need for standard operating procedures (SOPs) and policies on pricing for accounting practices ✓ questions accountants should ask when considering taking on a start up client, with pricing and other areas ✓ how the right procedures and intelligence help accountants set suitable prices for start up clients and gain confidence in a pricing conversation

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/ (https://accountinginfluencers.com/growth-opportunities-accountants/) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key...

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Episode 70. In today's interview, "Accountants & CFOs Compared with Chris Argent." Chris Argent is Managing Director and Founder of Generation CFO. Frustrated by poor systems, poor reporting and lack of time to work within the finance industry, in 2009, Chris Argent set up a LinkedIn group looking for technology-minded accountants and finance professionals to help him out. After moving from SME CFO to Enterprise Finance Transformation Lead, Chris experienced advanced technology being used first-hand and saw massive potential. The demand for digital transformation and strategic finance business partnering continued to grow, with pressure on CFOs to create a more data-rich, digital finance function. Chris started to add content posted on his LinkedIn group onto his blog, Generation CFO. The aim was to bring digital native innovators in accounting together with the senior finance leadership change makers. He saw the need for a unifying framework that could bring together traditional accounting and finance and the new data-enabled digital finance function. So, he developed the Digital Finance Function Model (DFFM), initiated events, podcasts and networking meetups to establish GenerationCFO.com as the go-to platform. Today, Generation CFO is a community of over 100,000 members – and growing rapidly. We produce experiences, content and thought-leadership interviews on The Shift. By keeping accounting and finance professionals at the cutting-edge of finance function, we are creating heroes of the current and next generation. Key takeaways from this episode include: ➯ how a LinkedIn group of a few hundred turned into a global community of 100,000+ ➯ the similarities between Chief Financial Officers (CFOs) and accounting professionals ➯ the challenge of meeting increasing business demands for CFOs and accountants ➯ how the role of CFOs and accountants has changed over years from a historical to a future-oriented focus ➯ how many finance and accounting services have become under-valued and commoditised ➯ the challenge of pricing and valuing finance and accounting functions for CFOs and accountants ➯ the importance of credibility for CFOs and accountants who need to gain buy in for their advice at boardroom level ➯ what CFOs and accountants must do to support decision making and avoid being seen as just the finance or numbers person ➯ how complacent CFOs and accountants are challenged to upskill and provide more value to stakeholders ➯ what makes 'digital' a core concern and area of skill upgrade for CFOs and accountants ➯ the problems with data overload and a lack of analytical skills with CFOs and accounting professionals ➯ the mistake some CFOs and accountants make in reporting just the lagging indicators or KPIs, not the leading ones ➯ why knowledge and skills in digital CFOs and accountants need not be all around technology and coding ➯ the origins of Generation CFO and how it serves its community of CFOs and accountants ➯ where CFOs and accountants really gain their market intelligence and fintech knowledge from (it's not product reviews) ➯ why change is merely structured learning and how peer learning plays into that with communities for CFOs and accountants ➯ why business conferences and events can be massively overwhelming for CFOs and accountants ➯ the problems with information that comes out from professional institutions and associations for CFOs and accountants ➯ what both online and offline events must do to remain relevant for CFOs and accountants ➯ the big secrets of facilitating face to face networking amongst CFOs and accountants at business events ➯ the journey accountants, CPAs and CFOs must go on to drive change in their areas of influence ➯ why most accountants, CPAs and CFOs are unsung heroes in this challenging pandemic world ➯ what needs to change for accountants, CPAs and CFOs in coming years Outside work, Chris is a trained masseur and loves the...

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Episode 69. In today's practical episode, "What Works for Accountants with Writing Proposals." Key takeaways from this episode include: ➤ why many proposal documents from accountants make a poor case for why a business client should switch firms ➤ common mistakes accountants and CPAs make with their proposal documents and pitches for new clients ➤ why proposal documents are still relevant for accountants and CPAs in today's changing world ➤ setting the scene for when proposal documents kick in for accountants trying to win new business ➤ the five key components for a successful accounting firm proposal ➤ the importance of the right kind of introduction and positioning of your accounting firm in a proposal ➤ why knowing a prospect's motivations is vital for a winning accounting firm proposal ➤ the optimum way for accountants to give a potential new client options to work with their firm ➤ how an executive summary works with a winning accountancy practice proposal document ➤ the thinking behind gaining authorisation in a proposal for accountants looking to win new business ➤ what else as a 'nice to have' might go into an accounting firm new business proposal ➤ the three main things accountancy firms and CPA practices get wrong with proposals

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/ (https://accountinginfluencers.com/growth-opportunities-accountants/) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key...

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Episode 68. In today's news episode, we discuss "Thought Leadership in Accounting with Matt Baldwin." Matt Baldwin is the co-founder of Coast, a public relations and communications consultancy that focuses on professional services firms. A former national newspaper journalist, Matt brings more than 25 years’ experience in helping accountancy and legal businesses develop impactful media relations, thought leadership campaigns and direct to client communications programmes. He is the editor of The Professionals, a magazine that celebrates the amazing achievements of professional services marketers. Key takeaways from this episode include: ⍟ the proper definition of thought leadership for accounting professionals ⍟ what good thought leadership should do for accountancy firms ⍟ how thought leadership is a business development tool to start conversations for accountants and CPAs ⍟ 3 examples of effective thought leadership that accounting firms and CPA practices can emulate ⍟ how thought leadership helps accounting firms own a narrative and be the authoritative voice ⍟ how marketing has changed for professional services throughout the covid pandemic and what accountants are doing differently ⍟ the critical issues facing modern businesses that accounting professionals need to be speaking about and into ⍟ the 3 things accountancy practices should consider to create effective thought leadership and content ⍟ the most vital component that underpins successful thought leadership for professional firms like accounting ⍟ tips for accounting firms to narrow down the focus for thought leadership and content to appeal better to a target audience ⍟ why research is so important to provide compelling thought leadership for accountancy practices ⍟ suggestions for how CPA firms and accounting firms can create valuable research to create thought leadership and content ⍟ the factors accountancy firms should consider in what to do with the thought leadership and content they create ⍟ useful tips for accounting practices to extend the life of their thought leadership and content so it stays relevant ⍟ the power of benchmarks in accounting firm thought leadership and content that engages businesses ⍟ the key differences between a one-off event/content piece versus a thought leadership and content campaign ⍟ the challenges for accounting firms to get involvement from marketing and fee-earners in thought leadership and content creation ⍟ how The Professionals online magazine celebrates excellent marketing and thought leadership in accounting practices ⍟ what accountancy firms can do to measure and leverage the ROI from thought leadership ⍟ advice for accountants who want to create thought leadership and content that benefits their firm Outside work, Matt spend, or wastes, time on his 1970 Triumph Herald and cares for a growing number of chickens and rare-breed sheep. Contact him here: Twitter: @coastmatt and @psmprofs LinkedIn: https://www.linkedin.com/in/matt-baldwin-8117013 (https://www.linkedin.com/in/matt-baldwin-8117013) Website: https://www.coastcommunications.co.uk (https://www.coastcommunications.co.uk) https://psm-theprofessionals.com (https://psm-theprofessionals.com) ◤━━━━━━━━━━━━━━━━━━━━◥ 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 Podcast and events. Just go here: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ◣━━━━━━━━━━━━━━━━━━━━◢ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a...

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Episode 67. In today's news episode, we discuss "The Shortfall of Technical Expertise in Accounting." In these segments, we pick out key trends and events in accounting and fintech media and analyse/interpret them for accountants in practice. Key takeaways from this episode include: ✓ the difference between an accounting industry and an accounting profession ✓ what accounting practitioners aged 41 and under feel are the biggest challenges of new technologies ✓ the difference in thinking between 'switched-on' accounting firm partners and the rest ✓ which technologies will be the most disruptive for the accountancy sector in the next few years ✓ why artificial intelligence or AI will be a game changer in accounting ✓ where the knowledge and skills gaps are with accountants when it comes to technology ✓ what stops many accountants and CPAs from becoming trusted advisors ✓ how the call for advisory in accountancy has been present for 30 years, and accelerated by covid ✓ the two different futures for accounting practices who can react in different ways to the impact of technology ✓ the trend of tech companies luring qualified accountants away from private practice Source: https://www.accountancyage.com/2022/03/29/accounting-industry-sees-shortfall-in-techxpertise-says-ifa-survey (https://www.accountancyage.com/2022/03/29/accounting-industry-sees-shortfall-in-techxpertise-says-ifa-survey) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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Episode 66. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "The Shortfall of Technical Expertise in Accounting."  ➜ Special Guest Interview: "Thought Leadership in Accounting with Matt Baldwin." ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants with Writing Proposals." ➜ Expert Interview: "Accountants & CFOs Compared with Chris Argent of GenerationCFO." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. ◤━━━━━━━━━━━━━━━━━━━━◥ Need CPE/CPD? Continuing professional education for accountants on the move... Get points for Continuing Professional Education /Development by listening to the Accounting Influencers Podcast. Earmark CPE is the exclusive CPE/CPD partner for the podcast. The partnership is NASBA-approved meaning accreditation and certification counts in most countries. NASBA stands for National Association of State Boards of Accountancy. Download the Earmark CPE mobile app here https://earmarkcpe.com (https://earmarkcpe)https://earmarkcpe (.com) Here's how it works: ① SELECT A COURSE. Download the mobile app, search for Accounting Influencers and start a course. Complete each learning activity at your own pace. ② LISTEN TO AUDIO. Learn by listening to podcast episodes. Listen when you’re driving to work, working out, or doing chores. ③ TAKE THE QUIZ. Confirm you’ve learned the material by taking the short quiz at the end of the course. Score 75% or higher to pass. ④ GET YOUR CPE. Click 'Email CPE' and your CPE certificate arrives via email in your inbox. Earmark helps by keeping track of all your CPE earned through the app. When was the last time you took a free CPE/CPD course that taught you something you didn’t already know? Most accountants and CPAs these days prefer to earn CPE from live webcasts, webinars or formal training. The problem is, you end up picking courses based on what fits your schedules, not what’s most relevant to your professional development needs. With the Accounting Influencers Podcast partner Earmark CPE, you can earn credits whenever you want, wherever you go. Multitask and be more productive while listening to accounting and tax podcasts. When you’re done listening, complete the handful of quiz questions to access your CPE/CPD certificate. UNCHAIN FROM YOUR DESK AND BE MORE PRODUCTIVE With the rise of remote and hybrid work, you’re spending more time in front of your computer than ever before. So get out from behind your desk and learn while you listen to podcasts on the Earmark CPE mobile app for Android and iOS. STOP STRESSING ABOUT EARNING ENOUGH CREDITS By using the Earmark mobile app every week for free, you’ll be sure to earn enough CPE credits to make your license renewal/CPD accreditation a breeze. Say goodbye to the pain of cramming in courses/training at the last minute. LEARN SOMETHING NEW FROM FREE CPE/CPD FOR ACCOUNTING PROFESSIONALS Let’s be honest. Most free CPE/CPD courses aren’t that great. The Accounting Influencers Podcast contributes to a growing library of educational, entertaining and on-demand accounting and tax podcasts. As a result, you can actually learn something new while you check that CPE/CPD box. ◤━━━━━━━━━━━━━━━━━━━━◥ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors,

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "The Shortfall of Technical Expertise in Accounting." ➜ Wednesday: "Thought Leadership in Accounting with Matt Baldwin." ➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "Accountants & CFOs Compared with Chris Argent of GenerationCFO." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. ➜ Friday: "What Works for Accountants with Writing Proposals." ➜ Saturday: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 2 - Pricing Start Up Clients." ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 1 - Avoiding the Conversation." In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. Key takeaways from this episode include: ✓ the #1 reason why pricing webinars and trainings are so well attended by accounting practitioners and CPAs ✓ the different between consuming content and implementing content for accountants who want to improve ✓ announcing the new series of pricing challenges and strategies for accounting professionals on this bonus show ✓ the challenge faced by most accountants in pricing in being unwilling to actually have the pricing conversation ✓ what a 'win win' negotiation looks like for accountants and clients when it comes to pricing. ✓ the reasons why many accountants are reluctant to have any kind of conversation about price with clients and prospects ✓ the problem that occurs when accountants 'cave' when faced with any pushback on fees and pricing ✓ questions accountants and CPAs should ask themselves if they are avoiding the price conversation ✓ the role of pricing strategies in accounting firms that might adversely be affecting how accountants view pricing and fees

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/ (https://accountinginfluencers.com/growth-opportunities-accountants/) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we...

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Episode 65. In today's interview, "Exit Planning Services for Accountants with Christine Nicholson." Christine Nicholson is a multi award-winning UK Business Mentor and a Top 50 Woman in Accounting 2020.  She has authored 4 business books and is a regular keynote speaker on Succession and Exit Planning.  As a businesswoman who has built multi-million turnover businesses over the last 30 years, she has worked with many business owners in all sectors including taking one from bankruptcy to 8-figure exit in 18 months.  She has spent a few years accidentally running a zoo! Her latest book, SELL IT, helps business owners get their business and themselves ready for the hardest part of the entrepreneur journey, leaving their business in the hands of others. Key takeaways from this episode include: ➯ what would have to be happening in an accounting firm or with a business to warrant a conversation about 'exit planning' ➯ the 3 tiers of accountants who are coping at different levels with the covid pandemic ➯ what accounting firms can do to make themselves more attractive to the younger generation of talent ➯ what a modern approach to your accounting practice can do for your firm's employer brand in the talent market ➯ the complexity of humans that should make running a business so interesting for accounting advisors ➯ what a culture of rainmaking in an accounting firm might look like ➯ what all accounting firms actually want from their professional advisors to make them feel special ➯ what happens to accounting firms who do not plan succession and exit well in advance ➯ the two most common responses of accounting firms to the pandemic - one lost clients and the other gained them ➯ the role of empathy for accountants and CPAs who really want to be the trusted advisor for their clients ➯ the 4 D's that force the the exit for business owners or accounting firm owners ➯ the filter accountants need to apply to their client base to prioritise exit planning conversations ➯ the most common trigger accountants should recognise that prompts exit conversations for business owners ➯ what needs shifting with the mindset of business owners that means accountants can help them with exit ➯ the best way for accountants and CPAs can add value to their clients given that 100% of business owners leave their business Christine sits as a Court Assistant of the Company of Entrepreneurs of the City of London where she lead a co-mentoring project with the Culture Mile working with amazing and powerfully impactful creatives. Contact her here:  Website: http://www.businessmentoruk.com (http://www.businessmentoruk.com)  LinkedIn: https://www.linkedin.com/in/christine-nicholson/ (https://www.linkedin.com/in/christine-nicholson) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy,...

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Episode 64. In today's practical episode, "What Works for Accountants When Choosing a Coach." Rob Brown and Martin Bissett examine the role of external coaches, consultants and trainers for both accountants and their practices. Key takeaways from this episode include: 》 the historical snobbery of the accounting profession who ignore the difference between interested prospects like referrals, and hard-fought business leads 》 examining what might make a business client switch from one accountant or CPA firm to another 》 why moving up a level in accounting only works when professionals and leaders recognise where they fall short and don't have expertise 》 where accounting firms and accountants go wrong in sourcing external support, coaching and training 》 what makes choosing an expert, coach, trainer or consultant hard for accounting firm leaders and professionals 》 exposing the fake gurus, so-called influencers and social media hype that permeates the coaching and training industry 》 a 5 point plan to help accountants judge between the best and the garbage with coaches, consultants, trainers and mentors 》 why books and social media following mean very little compared to a lengthy track record in choosing good coaches and mentors 》 why the needs are different for accountants and CPAs in big vz small firms, and also the level of professional (managers vz senior partners) 》 how too many experts gurus talk in their language to accountants but sadly make things more complex 》 the ultimate measure of whether a coach, consultant, mentor or expert for accountants and accountancy practices will be successful 》 how to measure ROI on external experts for accounting firms in softer skill areas like leadership and management

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/ (https://accountinginfluencers.com/growth-opportunities-accountants/) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the...

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Episode 63. In today's interview, "Critical Race Theory & Black Accountants with Anton Lewis." Anton Lewis is a tenured Associate Professor of Accounting at Valparaiso University, Indiana, where he primarily teaches undergraduate financial accountancy and managerial accountancy, as well as undergraduate Audit and Accounting Information Systems classes. He also hosts the ‘Counting Black and White Beans Podcast' and makes monthly guest appearances on the NPR Radio Show Regionally Speaking (links below). Key takeaways from this episode include: ★ why we have so few black accountants in practice and in partner roles - statistics and trends ★ what makes the US more woke and open when it comes to revealing data on minorities in accounting, unlike the UK ★ the problems with 'diversity' as a concept in the accounting arena so it means different things to different people ★ explaining the 'stale, male and pale' description of the white, ageing working population of CPAs and accountants ★ why it's hard not to escape the charge that racism is prevalent in the accounting profession ★ the hypocrisy of the tech industry that claims to be meritocratic but shows clear signs of bias and racism ★ explaining 'Critical Race Theory' or CRT and how it applies to the accounting profession perspective ★ asking if CRT is dangerous or helpful in challenging the racist status quo in the accounting profession ★ why things should stay as they are in accounting when it comes to the under-representation of women, LGBTQ, class, generations and other minorities ★ what stops the privileged people at the top of the tree in accounting from stepping aside or calling for change ★ how race is inextricably linked with gender, class, LGBTQ and other battlegrounds in the accounting world ★ applauding the organizations and movements that are pushing an inclusive, diverse equality in accountancy ★ what questions accounting professionals should be asking to determine whether there is a diversity, equity and inclusion problem in their firm ★ why a lack of black representation in accounting leadership harms the succession and inclusion of more black accountants ★ the pain and downsides that potentially occur when accounting leaders challenge the status quo of minority under representation ★ what accountants need to be doing to 'stay on the right side of history' with the white privilege argument in accounting ★ a call to arms of the accounting profession to right some wrongs and do the right thing with black representation and equity for other minorities In his spare time, Anton like to cook. As a qualified pastry chef who has cooked in France and in restaurants and hotels in England, he loves making all kinds of tarts and cakes. His other culinary passion is Indian/Pakistani Balti cuisine - he has been known to cook the odd Indian Feast. He is married to wife Kathy and has 3 young children. You can connect to him here: https://www.linkedin.com/in/dr-anton-lewis-216ab170 (https://www.linkedin.com/in/dr-anton-lewis-216ab170) https://twitter.com/Antonlws (https://twitter.com/Antonlws) https://www.instagram.com/alewis_justice (https://www.instagram.com/alewis_justice) Podcast: https://blackandwhitebeans.libsyn.com/?_ga=2.234123294.1238878791.1645043266-302157601.1625785609 (https://blackandwhitebeans.libsyn.com/?_ga=2.234123294.1238878791.1645043266-302157601.1625785609) NPR Radio Show Regionally Speaking: https://www.lakeshorepublicradio.org/show/regionally-speaking/2022-02-08/regionally-speaking-february-8-2022 (https://www.lakeshorepublicradio.org/show/regionally-speaking/2022-02-08/regionally-speaking-february-8-2022) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for...

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Episode 62. In today's news episode, Rob Brown and Martin Bissett discuss "The New $1.4bn Accounting Firm & What It Means to You." When two big accounting firm merge to create an entity with more than 5,400 team members across 68 markets in 27 states, including the United Kingdom, it makes the news. What you need to know is how this affects you as an accounting practitioner, CPA, bookkeeper or practice leader/owner. Key takeaways from this episode include: ➩ getting behind the figures on one of the biggest M&A deals in accounting firm history ➩ asking whether this kind of deal is the first of other 'mega-mergers' in the accountancy and fintech world ➩ what the majority of the $1.4bn revenues are likely to be made up of in terms of services with this huge accounting firm merger ➩ the main good and bad impacts on the accountancy marketplace when big accounting firms merge ➩ why accounting firm mergers like this create both opportunities and threats for the staff and the clients involved ➩ how other accountancy firms can take advantage of big corporate mergers like this ➩ what all mid-tier accounting practices need to be doing to take full advantage of M&A activity like this ➩ why no accounting firms are off limits when it comes to mergers and acquisitions if big deals like this are viable ➩ the three upsides of 'getting and staying close to your clients' for accounting practitioners and CPAs in turbulent markets Sources: https://www.accountingtoday.com/news/bkd-merges-with-dhg-to-create-1-4b-firm (https://www.accountingtoday.com/news/bkd-merges-with-dhg-to-create-1-4b-firm) https://www.accountancytoday.co.uk/2022/02/21/us-firms-bkd-and-dhg-unveil-1-4bn-merger-plans/ (https://www.accountancytoday.co.uk/2022/02/21/us-firms-bkd-and-dhg-unveil-1-4bn-merger-plans/) ━━━━━━━━━▼━━━━━━━━━ We'd love to get to know you! Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm (https://accountinginfluencers.captivate.fm) ➺ 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 ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they...

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Episode 61. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "The New $1.4bn Accounting Firm & What It Means to You."  ➜ Special Guest Interview: "Critical Race Theory & Black Accountants with Anton Lewis." ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants When Choosing a Coach." ➜ Expert Interview: "Exit Planning Services for Accountants with Christine Nicholson." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. ◤━━━━━━━━━━━━━━━━━━━━◥ Need CPE/CPD? Continuing professional education for accountants on the move... Get points for Continuing Professional Education /Development by listening to the Accounting Influencers Podcast. Earmark CPE is the exclusive CPE/CPD partner for the podcast. The partnership is NASBA-approved meaning accreditation and certification counts in most countries. NASBA stands for National Association of State Boards of Accountancy. Download the Earmark CPE mobile app here https://earmarkcpe.com (https://earmarkcpe)https://earmarkcpe (.com) Here's how it works: ① SELECT A COURSE. Download the mobile app, search for Accounting Influencers and start a course. Complete each learning activity at your own pace. ② LISTEN TO AUDIO. Learn by listening to podcast episodes. Listen when you’re driving to work, working out, or doing chores. ③ TAKE THE QUIZ. Confirm you’ve learned the material by taking the short quiz at the end of the course. Score 75% or higher to pass. ④ GET YOUR CPE. Click 'Email CPE' and your CPE certificate arrives via email in your inbox. Earmark helps by keeping track of all your CPE earned through the app. When was the last time you took a free CPE/CPD course that taught you something you didn’t already know? Most accountants and CPAs these days prefer to earn CPE from live webcasts, webinars or formal training. The problem is, you end up picking courses based on what fits your schedules, not what’s most relevant to your professional development needs. With the Accounting Influencers Podcast partner Earmark CPE, you can earn credits whenever you want, wherever you go. Multitask and be more productive while listening to accounting and tax podcasts. When you’re done listening, complete the handful of quiz questions to access your CPE/CPD certificate. UNCHAIN FROM YOUR DESK AND BE MORE PRODUCTIVE With the rise of remote and hybrid work, you’re spending more time in front of your computer than ever before. So get out from behind your desk and learn while you listen to podcasts on the Earmark CPE mobile app for Android and iOS. STOP STRESSING ABOUT EARNING ENOUGH CREDITS By using the Earmark mobile app every week for free, you’ll be sure to earn enough CPE credits to make your license renewal/CPD accreditation a breeze. Say goodbye to the pain of cramming in courses/training at the last minute. LEARN SOMETHING NEW FROM FREE CPE/CPD FOR ACCOUNTING PROFESSIONALS Let’s be honest. Most free CPE/CPD courses aren’t that great. The Accounting Influencers Podcast contributes to a growing library of educational, entertaining and on-demand accounting and tax podcasts. As a result, you can actually learn something new while you check that CPE/CPD box. ◤━━━━━━━━━━━━━━━━━━━━◥ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview...

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "The New $1.4bn Accounting Firm & What It Means to You." ➜ Wednesday: "Critical Race Theory & Black Accountants with Anton Lewis." ➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants When Choosing a Coach." ➜ Friday: "Exit Planning Services for Accountants with Christine Nicholson." ➜ Saturday: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 1 - Avoiding the Conversation." ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. ◤━━━━━━━━━━━━━━━━━━━━◥ 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 Podcast and events. Just go here: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ◣━━━━━━━━━━━━━━━━━━━━◢ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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BONUS: a short bonus episode from the client's perspective - "Why They Didn't Buy Part 12 - a Poor Quality Appointment." Great CPE or CPD for accountants with tips on how to not blame any marketing or telesales functions for giving you bad leads when you don't close the deal. In these bonus episodes, we focus on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Key takeaways from this episode include: ➨ classifying the quality business leads for accountants into 5 categories ➨ how most accountants blame others when they don't close a new client or deal, even though it was likely their fault ➨ some of the reasons why the accounting firm marketers suffer when the accountant can't close a potential new client ➨ the power of quality data when sourcing accounting firm leads though services like telemarketing ➨ the 3 variables in the quality of business leads accountants are given to turn into leads into appointments into new clients ➨ why enthusiasm wanes as leads grow colder as the sales process develops over time for accountants and CPAs ➨ the difference between the average and the excellent appointment makers and lead generators in accounting firm business development ➨ how accountants should reframe any leads or appointments to increase the likelihood of conversion into new business ➨ how 'lifetime value' and ongoing referrals are significant benefits for accountants when they take first meetings and business development more seriously

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/ (https://accountinginfluencers.com/growth-opportunities-accountants/) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every...

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Episode 60. In today's interview, "The World of Awards for Accounting with Richard Hattersley." Richard Hattersley is a journalist and broadcaster. He is the editor of AccountingWEB, the UK's leading community for accounting professionals. He took the reins of the site in January 2020 and oversaw record levels of traffic and hosted a weekly Coronavirus Q&A webinar as AccountingWEB became a lifeline to accountants during the Covid pandemic. He manages an in-house editorial team and commissioning quality content. In April 2020, he became host of AccountingWEB Live’s flagship digital show Any Answers Live. In December 2021, AccountingWEB launched its first exhibition and as editor, Richard had a hand in devising the content programme to engage and educate the exhibition attendees. He also hosts interactive panels and ‘how to’ discussions for the accounting and fintech world. Key takeaways from this episode include: ▶ shoutout to the Accounting Excellence Awards 2022 here https://www.accountingexcellence.co.uk (https://www.accountingexcellence.co.uk) ▶ what aspects of the pandemic have forced accountants to change and adapt the most ▶ the evolution of the Accounting Excellence Awards and what trends have emerged in the awards space ▶ the growth of cloud, expense capture tools, virtual finance and other categories which now warrant recognition in the accounting and fintech world ▶ how accounting and fintech awards have changed over the years ▶ how greater competition in accounting is resulting in even progressive firms being left behind ▶ the benefits for accounting firms and software vendors of trying to win public recognition with awards ▶ thoughts on how accounting firms can gain a competitive edge and take advantage of new areas of differentiation ▶ why the battleground between larger and smaller accounting practices has become smaller ▶ the main benefits for accounting firms entering for awards even if they don't win ▶ getting behind the judging process for awards in the accounting and fintech world ▶ the fintech and software vendor awards that recognise the contribution of suppliers and providers to the accounting profession ▶ 4 valuable tips for entrants to increase the chances of success when entering accounting and fintech awards ▶ the role of social media and PR for accounting firms and fintech vendors who get involved with awards When he is not reporting on the latest news in business and accounting, you can find Richard running, taking long walks along the south coast or hidden in the corner of a coffee shop with a book. https://www.linkedin.com/in/richard-hattersley-71731515 (https://www.linkedin.com/in/richard-hattersley-71731515) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm,...

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Episode 59. In today's news episode, we discuss "What Works with Employer Branding for Accounting Firms." Key takeaways from this episode include: ⍟ the problems with how the majority of accounting practices try to attract new talent ⍟ why one accountancy firm website is almost identical to every other one and what needs to change to attract new talent ⍟ the biggest reason accounting firm websites fail to inspire any engagement or show any differentiation to their competition ⍟ an example of a courageous interview technique employed by one firm of accountants to attract the right kind of employee ⍟ the single biggest omission of most accountancy websites that means they fail to make a compelling case to new talent ⍟ the case for having two different brands in an accountancy practice for client acquisition and talent acquisition ⍟ shoutout to Passport to Partnership by Martin Bissett as the blueprint for a success career in accounting ⍟ how many accounting firm leaders freeze when asked the question 'why should somebody come and work for you?' ━━━━━━━━━▼━━━━━━━━━ We'd love to get to know you! Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm (https://accountinginfluencers.captivate.fm) ➺ 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 ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob,

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Episode 58. In today's interview, "Accountants vz Software Vendors with Radical CPA Jody Padar." Sometimes called the Kim Kardashian of Accounting Tech, Jody Padar is Head of Tax and Evangelism at April. She is described as the Radical CPA, thought leader, influencer and change maker in the accounting/fintech world. Jody has been on the Accounting Today Top 100 Most Influential People List for the last ten years. She is the author of From Success to Significance: The Radical CPA Guide and The Radical CPA: New Rules for the Future-Ready Firm, and Botkeeper for Dummies. She wants to bring taxes into the digital age and lead the next generation of consumers and accounting professionals to a better relationship with tax filings. The idea of using AI and automation to transform industries and now taxes is a true love and Jody can't wait to develop, evolve and share a simplified and pleasurable tax experience. Key takeaways from this episode include: ➜ why automation, AI, machine learning and bots are already here for accountants and CPAs, and those who wait will lose ➜ what disruption really looks like for the accounting profession and how AI is changing things ➜ how tax software hasn't really changed in 30 years, meaning the tech industry in accounting is ripe for disruption ➜ why being a CPA or accountant helps in developing software for the accounting profession ➜ the origins of April www.getapril.com in the tax world and its unique value proposition ➜ what accountants need to know about what's new in the movement of money in the tax software ecosystem ➜ how the neo banks and challenger banks have set the precedent for tax software and accounting firms for how businesses handle money ➜ how changes in tax software and automation will enable accountants and CPAs to deliver better advisory services ➜ the single biggest reason why so much money is coming into the accounting space from vendors, venture capitalists and private equity ➜ why not every manager in an accounting firm has to consider the promotion or partner route - there are other ways to career fulfilment ➜ what accounting firms must do to compete and become more valuable in today's rapidly changing world ➜ the two major factors that are driving change in accountancy practices ➜ why the fintech and software vendors really want to help accounting firms improve but sometimes accountants have to ask ➜ the extent to which software vendors engage CPAs and practitioners in the research and development process for new software products Outside work, Jody loves to travel, walk and kayak. She has recently moved to Just moved to Northern Wisconsin USA to find beauty, peace, and lake living (Lake Michigan). Connect to Jody: https://www.linkedin.com/in/jody-padar-18a9711 (https://www.linkedin.com/in/jody-padar-18a9711) Twitter: @JodyPadarCPA ━━━━━━━━━▼━━━━━━━━━ We'd love to get to know you! Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm (https://accountinginfluencers.captivate.fm) ➺ 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 ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as...

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Episode 57. In today's news episode, we discuss "Losing Your Credibility - How Long Can KPMG Last?" Key takeaways from this episode include: ➺ what life looked like before the big 4 and why accounting firms were too big to fail ➺ shout out to Richard Murphy at AccountingWeb asking 'how long can KPMG last?' ➺ whether a big 4 firm can remain viable in a world where professional credibility is everything ➺ charting the 'audit failure timeline' of KPMG where they have fallen short of standards ➺ how a poor track record affects recruitment of talent and clients for accounting firms ➺ how long an accounting firm can survive loss of reputation ➺ what kind of things damage the professional credibility of accounting practices ➺ what smaller accountancy firms can learn about reputation from KPMG's failures ➺ the importance of trust and keeping promises for accounting firms of all sizes ➺ the implications of reputation damage in accountancy for client attraction and talent recruitment ➺ why accountancy jobs in industry are often more attractive than those in practice Source: https://www.accountingweb.co.uk/community/blogs/richardmurphy/how-long-can-kpmg-last (https://www.accountingweb.co.uk/community/blogs/richardmurphy/how-long-can-kpmg-last) Richard Murphy on LinkedIn: https://www.linkedin.com/in/richard-murphy-08468522 (https://www.linkedin.com/in/richard-murphy-08468522) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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Episode 56. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Losing Your Credibility - How Long Can KPMG Last?"  ➜ Special Guest Interview - "Accountants vz Software Vendors with Radical CPA Jody Padar." ➜ Here's What Works - Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works with Employer Branding for Accounting Firms." ➜ Expert Interview: "The World of Awards for Accounting with Richard Hattersley." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. ◤━━━━━━━━━━━━━━━━━━━━◥ Need CPE/CPD? Continuing professional education for accountants on the move... Get points for Continuing Professional Education /Development by listening to the Accounting Influencers Podcast. Earmark CPE is the exclusive CPE/CPD partner for the podcast. The partnership is NASBA-approved meaning accreditation and certification counts in most countries. NASBA stands for National Association of State Boards of Accountancy. Download the Earmark CPE mobile app here https://earmarkcpe.com (https://earmarkcpe)https://earmarkcpe (.com) Here's how it works: ① SELECT A COURSE. Download the mobile app, search for Accounting Influencers and start a course. Complete each learning activity at your own pace. ② LISTEN TO AUDIO. Learn by listening to podcast episodes. Listen when you’re driving to work, working out, or doing chores. ③ TAKE THE QUIZ. Confirm you’ve learned the material by taking the short quiz at the end of the course. Score 75% or higher to pass. ④ GET YOUR CPE. Click 'Email CPE' and your CPE certificate arrives via email in your inbox. Earmark helps by keeping track of all your CPE earned through the app. When was the last time you took a free CPE/CPD course that taught you something you didn’t already know? Most accountants and CPAs these days prefer to earn CPE from live webcasts, webinars or formal training. The problem is, you end up picking courses based on what fits your schedules, not what’s most relevant to your professional development needs. With the Accounting Influencers Podcast partner Earmark CPE, you can earn credits whenever you want, wherever you go. Multitask and be more productive while listening to accounting and tax podcasts. When you’re done listening, complete the handful of quiz questions to access your CPE/CPD certificate. UNCHAIN FROM YOUR DESK AND BE MORE PRODUCTIVE With the rise of remote and hybrid work, you’re spending more time in front of your computer than ever before. So get out from behind your desk and learn while you listen to podcasts on the Earmark CPE mobile app for Android and iOS. STOP STRESSING ABOUT EARNING ENOUGH CREDITS By using the Earmark mobile app every week for free, you’ll be sure to earn enough CPE credits to make your license renewal/CPD accreditation a breeze. Say goodbye to the pain of cramming in courses/training at the last minute. LEARN SOMETHING NEW FROM FREE CPE/CPD FOR ACCOUNTING PROFESSIONALS Let’s be honest. Most free CPE/CPD courses aren’t that great. The Accounting Influencers Podcast contributes to a growing library of educational, entertaining and on-demand accounting and tax podcasts. As a result, you can actually learn something new while you check that CPE/CPD box. ◤━━━━━━━━━━━━━━━━━━━━◥ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut...

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "Losing Your Credibility - How Long Can KPMG Last?." ➜ Wednesday: "Accountants vz Software Vendors with Radical CPA Jody Padar." ➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works with Employer Branding for Accounting Firms." ➜ Friday: "The World of Awards for Accounting with Richard Hattersley." ➜ Saturday: a short bonus episode from the client's perspective - "Why They Didn't Buy Part 12 - a Poor Quality Appointment." ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. ━━━━━━━━━▼━━━━━━━━━ We'd love to get to know you! Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm (https://accountinginfluencers.captivate.fm) ➺ 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 ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the...

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BONUS: a short bonus episode from the client's perspective - "Why They Didn't Buy Part 11 - Too Good for Sales Coaching." Great CPE or CPD for accountants with tips on how to avoid complacency in thinking that you don't need any training or coaching to win business. In these bonus episodes, we focus on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Key takeaways from this episode include: ➯ stats from making thousands of telemarketing calls to and for accounting firms ➯ making the case for sales training to close leads generated for accounting firms ➯ the reasons why accountants win or don't win business by converting leads they are given ➯ flipping the power position for accountants meeting potential new clients and the role of humility with prospects ➯ why professional accounting advisors treat new business opportunities with a degree of complacency and even laziness ➯ comparing first new client sales appointments with first dates in the accounting world ➯ reasons why prospects don't buy an accountant or engage your firm that ultimately come down to them not feeling respected or impressed ➯ the reasons behind a complacent mindset in accountants who feel they don't need any coaching or education on turning leads into new business ➯ how accountants can understand the lifetime value of clients to facilitate better sales conversations ━━━━━━━━━▼━━━━━━━━━ We'd love to get to know you! Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm (https://accountinginfluencers.captivate.fm) ➺ 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 ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the...

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Episode 55. In today's interview, "The Evolution of Accounting Software with Kevin McCallum." Kevin McCallum spent 11 years at FreeAgent before recently becoming Accountancy Manager's team CEO. He is responsible for the day-to-day running of AM and implementing the strategy to grow the business. He brings significant experience to the role, having spent 20 years working in the accounting software industry. Key takeaways from this episode include: ➨ the key 'externalities' that have come into the accounting fintech and software industry that haven't been present before ➨ how open banking and open finance are changing the accounting world ➨ what the younger generations are bringing to the accounting and fintech world that are pushing boundaries of progress and innovation ➨ challenging the traditional view that accountants and CPAs are not particularly agile and comfortable with change ➨ what accounting clients really want from their professional advisors and how software vendors undermine it ➨ explaining plays by some software vendors to bypass accountants and why it's a risky strategy ➨ how tech vendors try to collaborate with accountants to develop software and the difficulties in doing that ➨ the challenges for software vendors of engaging with and selling to busy accountants ➨ explaining how accounting software vendors spend marketing dollars to reach to and through accountants ➨ how the smaller more agile fintech software vendors in accounting outsmart the bigger players ➨ how software vendors and fintech suppliers can help accounting firm leaders make decisions on investing in the right tech ➨ the arguments for a modular 'best in class' approach to software for accounting firm tech decision makers ➨ the vision for Accountancy Manager in the accounting practice management software space, particularly in automation and workflow ➨ advise for accountants who are new to practice management software from spreadsheet/pen and paper methods ➨ what's coming up for the accounting software industry in the areas of collaboration and integration ➨ the requirements of accounting software vendors to provide insights for accountants and their clients Outside the office, Kevin enjoys spending time with his family (when the kids are home from university), riding horses and challenging himself with a bit of DIY. Connect with him here: https://twitter.com/accountancymgr (https://twitter.com/accountancymgr) https://www.facebook.com/AccountancyManager (https://www.facebook.com/AccountancyManager) https://www.instagram.com/accountancymanager (https://www.instagram.com/accountancymanager) https://www.youtube.com/channel/UCLGiRdrz-eyeqvUCJyaFzKg (https://www.youtube.com/channel/UCLGiRdrz-eyeqvUCJyaFzKg) https://www.linkedin.com/in/kevinjmccallum (https://www.linkedin.com/in/kevinjmccallum) ◤━━━━━━━━━━━━━━━━━━━━◥ 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 Podcast and events. Just go here: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ◣━━━━━━━━━━━━━━━━━━━━◢ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works'...

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Episode 54. In today's practical episode, "What Works to Help Accountants Turn Conversations into Business." Key takeaways from this episode include: ✓ how everyday conversations and scenarios can be turned into new business opportunities for accountants ✓ the need for scripts, actual words to say and pre-planned questions to help CPAs and accountants make things happen ✓ how some accounting professionals still need the basics of good eye contact, firm handshake etc spelled out for them ✓ the question most commonly asked when one human meets another, and how to turn it into a business opening ✓ a reminder of the difference between open and closed questions, with no apologies for accountants for doing the basics ✓ the perfect reply to 'how is business?' that will open a door for accountants and CPAS, rather than close it ✓ the problem for accountants with telling people that you're busy, and what you should be adding onto that claim ✓ the power of social proof in generating new business opportunities that will make accounting clients say 'me too' ✓ what accountants should follow up with after asking a prospect or client how their business is going ✓ why accounting professionals don't need all of the answers, but the questions are more important ✓ turning your elevator pitch or the 'what do you do?' question into a new business conversation for CPAs and accountants ✓ a great, rejection-free question accountants can ask a prospect to create a new advisory conversation with clients and prospects

Are you a busy accountant struggling to create more revenue and career opportunities? If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/ (https://accountinginfluencers.com/growth-opportunities-accountants/) ◤━━━━━━━━━━━━━━━━━━━━◥ Need CPE/CPD? Continuing professional education for accountants on the move... Get points for Continuing Professional Education /Development by listening to the Accounting Influencers Podcast. Earmark CPE is the exclusive CPE/CPD partner for the podcast. The partnership is NASBA-approved meaning accreditation and certification counts in most countries. NASBA stands for National Association of State Boards of Accountancy. Download the Earmark CPE mobile app here https://earmarkcpe.com (https://earmarkcpe)https://earmarkcpe (.com)

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Episode 53. In today's interview, "Accounting Firm Hybrid Working Strategies with Bill Reeb." Bill Reeb is a CPA and has been consulting for three decades in the areas of strategy, leadership and change management. He d became a CPA in 1986. An award-winning public speaker, Bill and his partner, Dom Cingoranelli, have co-authored Securing the Future: Building Your Firm’s Succession Plan and Securing the Future: Implementing Your Firm’s Succession Plan. Bill is past Chair of the Board of the AICPA, is a current and past member of the Board of Directors and Council, and past Commissioner on the National Accreditation Commission. He also serves as an advisory board member to several organizations, including CPAFMA. Accounting Today has recognized his efforts by listing him as one of the Top 100 Most Influential CPAs. CPA Magazine has named him as one of the Top 100 Most Influential Practitioners, and Inside Public Accounting has listed him as one of the top 10 most recommended CPA firm consultants. Key takeaways from this episode include: ⍟ how competition is everywhere and what is happening in the world is pushing accounting professionals to constantly get better ⍟ where the CPA or accounting firm will move in the future and what it will take just to be in the professional services game ⍟ the mistake most accountants make in not linking data to decision and only focusing on financial data ⍟ the challenge for accountants who are overwhelmed by data but who cannot discern what is relevant data ⍟ why most financial data and reporting coming from accountants is out of date and therefore not useful to business owners ⍟ some of the many constraints faced by accountants and the number one thing business clients want from them most of all ⍟ what will happen to accounting firms who focus mostly on the commodity work of compliance in coming years ⍟ how the working environment has changed for accounting firms as a result of the pandemic ⍟ the kind of things that are really hard for an accountant to learn in a remote work situation ⍟ the challenges for accounting professionals working from home who struggle with initiative, motivation and self-responsibility ⍟ what virtual interactions lack that in person ones don't for accountants, CPAs and clients ⍟ what situations and kinds of people necessitate being present 'in the office' for accountants and CPAs ⍟ the power of accountability for accounting leaders and employees in accountancy firms ⍟ the warning signs for accounting firm leaders that mean they need to give their employees more attention ⍟ one of the biggest drivers of employee turnover or churn in accounting firms, especially with the best talent ⍟ the mental problems caused by isolation and overload, and what accountants can do to cope better ⍟ what the best accountancy firms are doing to retain their best talent in these 'arms length' challenging times ⍟ the key priorities for the accountancy profession everywhere and the #1 reason why they are so tough to solve ⍟ the impacts of strategic planning windows shrinking for accounting leaders in these uncertain times ⍟ explaining why the success factors for accounting firm growth are different moving from $1m to $10m to $100m and stages in between ⍟ how complexity increases significantly as professional firms grow and greater resources, training, processes and consistency are required ⍟ crystal ball - what accounting firm leaders need to be planning for NOW to be ready for the coming challenges ⍟ why it's a great time to be in the accounting profession and the one kind of person who would not see the opportunities in an accountancy career Bill enjoys a number of hobbies. He is an avid golfer and skier but spends the majority of his free time as a senior black belt teaching martial arts. Contact them here: Website: https://www.successioninstitute.com (https://www.successioninstitute.com) LinkedIn: https://www.linkedin.com/in/billreeb...

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Episode 52. In today's news episode, we discuss "Accountants - Would You Pay $7m for a 30s Superbowl Ad?" Key takeaways from this episode include: ＞ shout out to Rich Hattersley of Accounting Web reporting on Turbo Tax's big advertising spend ＞ why an intuit-backed tech offering would spend $.5m for a 30 second ad and why nobody in accounting can match this spend ＞ how big ad spends are also happening in the UK and non US countries for accounting software companies with big pockets like Sage and Xero ＞ who is really driving the MTD (Making Tax Digital) agenda here in the UK (it's not the HRMC tax authorities) ＞ the real play behind big spending ads with brand awareness for accounting fintech companies ＞ why accounting software vendors are waiting no longer for accountants to sell their products for them and are going direct to business owners ＞ how accountants can best react to these big place by deep-pocketed software vendors trying to reach their business clients ＞ the reasoning behind advertisers and vendors putting money where the eyeballs are, meaning superbowl spending will reach beyond the US for accounting fintech companies ＞ the importance for accountants to change the conversation with clients from low-end compliance to high value services Original sources: https://www.accountingweb.co.uk/community/blogs/richard-hattersley/super-bowl-raises-the-bar-for-mtd-itsa-ad-campaign (https://www.accountingweb.co.uk/community/blogs/richard-hattersley/super-bowl-raises-the-bar-for-mtd-itsa-ad-campaign) Here is the Turbotax ad on Youtube: https://youtu.be/JFFmnRg1CmE (https://youtu.be/JFFmnRg1CmE) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting

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Episode 51. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Accountants - Would You Pay $7m for a 30s Superbowl Ad?"  ➜ Special Guest Interview: "Accounting Firm Hybrid Working Strategies with Bill Reeb." ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works to Help Accountants Turn Conversations into Business." ➜ Expert Interview: "The Evolution of Accounting Software with Kevin McCallum." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "Accountants - Would You Pay $7m for a 30sec Superbowl Ad?" ➜ Wednesday: "Accounting Firm Hybrid Working Strategies with Bill Reeb." ➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works to Help Accountants Turn Conversations into Business." ➜ Friday: "The Evolution of Accounting Software with Fathom's Kevin McCallum." ➜ Saturday: a short bonus episode from the client's perspective - "Why They Didn't Buy Part 11 - Too Good for Sales Coaching." ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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BONUS: a short bonus episode from the client's perspective - "Why They Didn't Buy Part 10 - Referrals vz Ordinary Leads." In these bonus episodes, we focus on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Key takeaways from this episode include: ➜ making the case for a little business development or sales training for accountants before they go to any prospect appointments ➜ the negative mindset of many accountants who think they don't need any help or coaching to talk to clients ➜ the three possible outcomes for accountants on a first sales meeting with a potential new business client ➜ some of the mistakes accounting professionals make to undermine their chances of success with a prospective new client ➜ how laziness and complacency plays out with the attitude of accountants meeting potential clients for the first time ➜ comparing accounting business development and new client acquisition to dating and romance ➜ the reasons prospective new clients don't buy or hire new accounting professionals or engage firms ➜ the importance of empathy and getting on the client's wavelength to increase chances of success for accountants wanting to win new business ➜ the need for accountants to 'think of the fourth sale first' as Alan Weiss describes here https://alanweiss.com/think-of-the-fourth-sale-first (https://alanweiss.com/think-of-the-fourth-sale-first) If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Thank you from Rob, Martin and the whole Accounting Influencers Podcast team. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please...

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Episode 50. In today's interview, "Reporting Tools for Accountants with Fathom's Darren Glanville." Darren Glanville is no stranger to the accounting profession and has more than twenty years experience helping accounting practices develop digital strategies and processes to drive efficiencies and profitability. Having worked for some of the biggest software providers including Sage, CCH, and Xero, Darren now heads up the EMEA region for Fathom and is passionate about accounting firms leveraging technology to drive better business outcomes. Key takeaways from this episode include: 》why there are so many opportunities for accounting firms to serve small businesses right now 》how the 'realm of the big boys' is coming to an end for the fintech software industry that serves accountants 》how Xero paved the way for many other fintech start ups in the accounting sector to turn a good idea into a viable business 》why accounting fintech is such as exciting and disruptive place to be working right now 》the Fathom story from 2010 and why it's a lot more than a reporting tool for accountants and business owners 》the need for accountants to 'demystify the numbers' for their clients in a meaningful, visual way 》shout out to the 'prophetic' ICAEW publication 'The Profitable and Sustainable Practice' which can be downloaded here: http://www.accountingnet.ie/downloads/profitablepractice.pdf (http://www.accountingnet.ie/downloads/profitablepractice.pdf) 》how reporting tools are the missing piece for accountants and CPAs who want to transition into advisory services 》why a visual approach to reporting tools helps accountants add value to their clients in helping them consume relevant data 》where many accounting firms go wrong in trying to sell data to their clients and not wisdom 》what factors dictate how good accountants are at advising clients, like the stage they are on their digital journey 》the one vital component that drives advisory services in any accountancy practice 》great questions accountants and CPAs can easily ask their clients to generate advisory opportunities 》the value of business development skills for accounting professionals to create more revenue opportunities 》asking whether reporting tools for accountants really drive the advisory conversation 》why data itself is meaningless for accountants without insights, knowledge and action that clients truly need 》questions an accountant or accounting firm should ask when deciding on a reporting tool or forecasting platform 》the power of micro-forecasts on key events/scenarios to compliment the reporting that accountants can offer their clients 》how reporting and forecasting tools help accounting firm clients manage risk and assess the impact of various decisions 》the impact of a VUCA world (volatility, uncertainty, complexity, ambiguity) on reporting and advising for accountants 》what accounting firms get wrong when it comes to reporting, analysis and forecasting for clients 》the trend of accounting firms appointing CMOs and professional marketers to target the right kind of clients 》how wrong or flawed assumptions kill so many deals and opportunities for accountants to help their clients 》what is coming up in the reporting and forecasting space for accountants and CPAs in coming years 》the one thing fintechs and software vendors need to fight for as businesses and accounting firms grow, scale and age 》advice to accountants who want to level up and add better value to their clients with advisory and reporting services Outside work, Darren is a keen rugby fan (Newcastle Falcons), a self-confessed coffeeholic and tech geek. You can often find Darren walking his dogs on the beach near his home in Northumberland in the early morning and most weekends. Contact him here: https://twitter.com/dazglanville (https://twitter.com/dazglanville) https://www.linkedin.com/in/dazglanville (https://www.linkedin.com/in/dazglanville) NOTE TO LISTENERS: The...

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Episode 49. In today's practical episode, "What Works for Accounting Firms with Succession Planning." Key takeaways from this episode include: ➯ how succession planning is a big problem with a potentially small solution for accountants ➯ why it's so difficult for accounting firm leaders to identify their partner avatar for succession ➯ what accounting firms need to do with their potential partners to accelerate succession ➯ questions accountancy leaders should ask themselves about how they are nurturing future leaders ➯ the primary consideration for partner material in accountancy firm succession plans ➯ how accountancy leaders can improve the existing skills and diversity of their partner cohort ➯ what natural skills senior managers and directors in accountancy firms should possess to be promotable ➯ a simple way to delegate responsibility to future leaders to check whether they are ready to step up in their accounting career ➯ ways to get the internal team wanting to buy out the senior partners in an accounting firm NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 48. In today's Leaders Special Interview: Mark Koziel - Allinial Global CEO. Mark Koziel became President and CEO of Allinial Global in August 2020 after 14 years with the American Institute of Certified Public Accountants (AICPA). In addition to leading a team of twenty-seven staff members, he is responsible for strategic planning, financial performance, and the association’s overall growth and success. From the beginning of his career at a large local accounting firm in Buffalo, New York, to his tenure as Executive Vice President of Firm Services at the AICPA, Mark has been a leader and consistent advocate for CPA firms. Well known and highly regarded within the profession, he has appeared among the top 10 of Accounting Today’s Top 100 Most Influential People in Accounting and been named to the International Accounting Bulletin’s Global Accounting Power 50 List. Key takeaways from this episode include: ✓ Mark Koziel's vision to help 240 Allinial accounting firms double their revenues in five years ✓ why client accounting services and new service lines are the keys to accountancy firm growth ✓ the ecosystem for accounting firm networks and associations and the differences between them ✓ criteria for accountancy practices to choose the right membership organization for them ✓ the biggest differentiator that defines the good accounting network/association from the very best ones ✓ how accounting firms make the choice to preserve their own brand or take on the branding of something bigger when joining a membership organization ✓ the role of alliances in the accounting firm membership space ✓ the importance of diversity in size and expertise in servicing different kinds of accounting clients with different needs ✓ what accounting practice associations looked like in the early days and how they started growing ✓ the benefits to members of associations and networks who share market intelligence and trends hitting the accounting and fintech world ✓ how accounting networks/associations can add value to members with recommendations, signposting to fintech vendors and experts ✓ what is highest on the list of priorities for leaders of accounting firms globally in these challenging times ✓ the challenges of driving conversations and access to technologies for accounting firms where English is not the first language ✓ the number one thing that separates the good accounting firms from the great ✓ the difference between managing partners and CEOs in accounting practices and why it's difficult for firms to act like businesses ✓ three questions good accounting firm leaders ask to increase the efficiency of processes and people for better results ✓ the problem of pricing in accounting practices and how it manifests for accountants and CPAs ✓ what has changed most with clients of accounting firms over recent years, and what hasn't really changed ✓ shout out to Paul Dunn and Ric Payne who were ahead of their time talking about advisory 30-30 years ago ✓ the biggest difference between average and exceptional accountants ✓ the role of concierge accountants in truly servicing their clients that is way beyond compliance ✓ why accountants don't need to have all the answers but instead the right questions ✓ the skills and knowledge accountants and CPAs need to become trusted advisors ✓ the value of self knowledge for accountants in developing personally and professionally ✓ shoutout to Mindshop https://web.mindshop.com (https://web.mindshop.com) who partner with Allinial to help accounting firms build, sell and deliver business advisory services ✓ the major differences between accountants and CPAs in Australia/NZ, the UK and the US and the governing bodies/institutes there ✓ how effectiveness trumps efficiency in accounting firms who want to be the most profitable ✓ how many accountants in the US came from blue collar backgrounds and not 'nobility' like in other countries ✓ great

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Episode 47. In today's news episode, we discuss "Can Accountants Serve 17m New Businesses in 2022?" Key takeaways from this episode include: ⍟ shout to to Daniel Hood at Accounting Today with research from Intuit over new businesses predicted to start ⍟ the potential outcomes for new business growth out of insolvencies and what this means for accountants ⍟ how the pandemic has accelerate plans for new business formations, many of whom will need accounting advice and support ⍟ how the pandemic has changed the way we live, think and act, particularly for entrepreneurs seeing new opportunities ⍟ explaining what 'the new normal' actually means in the business world regarding growth AND prosperity ⍟ how the world has changed for businesses meaning more is doable now ⍟ whether business owners see value from having an accountant, and how accountancy professionals can educate potential new clients ⍟ the proportion of businesses who do not see the value of working with accounting advisors ⍟ the importance for accountants of being open to seeing new opportunities as the small business market grows ⍟ the potential for start up accounting firms to take a lot of business from larger, more established accountancy practices Sources: https://www.accountingtoday.com/news/intuit-projects-up-to-17m-new-small-businesses-in-2022 (https://www.accountingtoday.com/news/intuit-projects-up-to-17m-new-small-businesses-in-2022) https://investors.intuit.com/news/news-details/2021/Intuit-QuickBooks-Projects-17-Million-New-Entrepreneurs-To-Join-Rapidly-Growing-Small-Business-Economy-in-2022/default.aspx (https://investors.intuit.com/news/news-details/2021/Intuit-QuickBooks-Projects-17-Million-New-Entrepreneurs-To-Join-Rapidly-Growing-Small-Business-Economy-in-2022/default.aspx) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 46. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Can Accountants Serve 17m New Businesses in 2022?"  ➜ Special Guest Interview: "Leaders Special Interview: Mark Koziel - Allinial Global CEO." ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accounting Firms with Succession Planning." ➜ Expert Interview: "Reporting Tools for Accountants with Fathom's Darren Glanville." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Thank you from Rob, Martin and the whole Accounting Influencers Podcast team. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "Can Accountants Serve 17m New Businesses in 2022?" ➜ Wednesday: "Leaders Special Interview: Mark Koziel - Allinial Global CEO." ➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accounting Firms with Succession Planning." ➜ Friday: "Reporting Tools for Accountants with Fathom's Darren Glanville." ➜ Saturday: a short bonus episode from the client's perspective - "Why They Didn't Buy Part 10 - Referrals vz Ordinary Leads." ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you...

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BONUS: a short bonus episode from the client's perspective - "Why They Didn't Buy Part 9 - You Offer Nothing Better." Great CPE or CPD for accountants with tips on how to position yourselves as better and different to the many alternatives your prospects are looking at. In these bonus episodes, we focus on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Key takeaways from this episode include: ➜ how some prospects just don't see a difference between you and their current accountants, so they don't move ➜ excuses accountants give for not winning new clients even though they were to blame for not differentiating enough ➜ the trap many accountancy professionals fall into when giving proposals and quotes to potential new clients ➜ the blame game accounting practitioners play to pass the buck when they don't win a new client ➜ the reasons accountants fail to see what prospects really need from a switch to a new accounting advisor ➜ what accountants should be doing when they are not charging hours and billing time ➜ how too few accountants see themselves as business people, entrepreneurs and opportunity generators ➜ the dangers for accountants of assuming they already have the answers their potential new clients are asking for ➜ explaining the disconnect between the prospects and the accountant in a sales situation ➜ practical ways for accounting practitioners to be more congruent in sales scenarios with potential new business clients If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.  Thank you from Rob, Martin and the whole Accounting Influencers Podcast team. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 21,000 unique listeners in 144 countries around...

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Episode 45. In today's interview, "Using Client Education to Drive Growth - 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: ➩ Why it's exciting to be in the accounting profession and how covid offers opportunities to close a client disconnect ➩ What clients have traditionally thought of their accountants, and what needs to change in educating clients ➩ Why accountants must stay relevant to their buyers and clients, and what happens if they don't ➩ The importance for accountants of staying relevant to clients and educating them if they want significantly more referral business ➩ What stops accountants educating their clients on how they truly help and the additional services they offer ➩ The danger for accountants of assuming that their clients will only ask for what they need vz help to run a better business ➩ The key areas clients need education and help with that an accountant should be offering ➩ The Forbes definition of business development and how it relates to advisory services for accountants ➩ The two way education that is needed for accountants to come up with the best possible support and advice for the accounting client ➩ Examples of where client education has been really impactful for accounting professionals ➩ The sad lack of proactivity with some accountants who have not reached out to their clients during covid ➩ Why having loyal clients are not always the ones who will reach out to their accounting advisors for extra help ➩ The potential revenue upsides in playing a long game when accountants properly educate and inform their clients ➩ The first thing accountants must do if they want to solve more problems and create more opportunities with their clients ➩ Tips for accountants who want to create more time to be more strategic and advisory led with their clients ➩ The role of the 'achiever matrix' in helping accountants decide what's important vz urgent with their time and focus ➩ How accountants can make good decisions about what content and social media channels they invest in to educate their clients ➩ Smart strategies accountants can use to increase engagement in their content and webinars/online training ➩ How accountants can help their clients define success and how it's different for each client ➩ Tips to solve the marketing department-outsourcing-doing it yourself dilemma for accountants who want better marketing ➩ How the FGG principle can create better client loyalty, engagement and cross-selling opportunities for accountants ➩ What benefits come to those accountants and accounting firms if they focus on good client education ➩ What best practice for client education looks like for accountants who want to create more revenue opportunities and serve their clients better. 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/ (Website) https://www.thegapportal.com/ https://www.linkedin.com/in/mark-jenkins-59872a42/ (LinkedIn) https://www.linkedin.com/in/mark-jenkins-59872a42/ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world...

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Episode 44. In today's practical episode, "What Works for Accountants to Decrease Labor Intensity." Key takeaways from this episode include: ✓ the dangers of partners doing work that the juniors should be doing in an accounting practice ✓ ways to alleviate overwhelm and stress for more experiences professionals in accounting ✓ the importance of taking recruitment strategy seriously in a successful accounting practice ✓ the critical factor that accounting firms must get right to be les overloaded and more efficient ✓ the secrets to doing less work for more money in an accounting practice ✓ the dangers of not having a 'minimum fee level' for partners and senior staff in accountancy firms ✓ what accountants hate doing the most which traps them into doing lower level work ✓ what accounting firm leaders need to focus on to avoid labor intensity issues and stop senior people doing junior tasks NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 43. In today's interview, "Leaders Special Interview: Sam Louis - Praxity Global CEO." Samantha Louis is Chief Executive Officer of Praxity Global Alliance, joining in June 2021 from the Association of International Certified Professional Accountants where she was Vice President in charge of International Advocacy. She’s an experienced leader and prior to her moving to London she was Regional Vice President for Africa at the Chartered Institute of Management Accountants (CIMA) where she directed the growth of the member and student population in Africa from 2,000 to over 25,000 and led the expansion of CIMA into Southern and Western Africa.  Samantha has served on various local and international boards and senior leadership groups, including the Professional Accountancy Organisation Development Committee of the International Federation of Accountants (IFAC). She is a Fellow of CIMA and a Chartered Global Management Accountant. Key takeaways from this episode include: ➜ the key differences between alliances, networks and associations for accounting firms ➜ the difficulties for accounting firms of referring work internationally if they are not part of a network or association ➜ the main benefits for accounting firms of being in an international network or association ➜ the number one thing that separates the good accountants from the very best ones ➜ what has truly emerged in the accounting profession through the pandemic and has given accountants a crucial advantage ➜ why accountants must think increasingly like business owners and entrepreneurs ➜ examples of specialised or niched accounting advisory services in different parts of the world ➜ the main thing some accounting firms have got wrong in pandemic times ➜ why there is a war for talent in accounting, and how the profession doesn't always attract new employees like other sectors ➜ what strong accounting firms with a powerful employer brand do particularly well ➜ questions a potential hire should ask when considering working for a particular accounting firm ➜ where the accounting profession has fallen short and missed opportunities in recent years ➜ what the fastest growing accounting firms are getting right to drive revenues in tough times ➜ what 'client service' and staying close to clients' actually looks like for accountants and CPAs ➜ what Gen Z and younger millennials are really looking for in a potential new accounting practice employer ➜ the importance of expanding the roles, rights and opportunities of women and ethnically diverse professionals in accounting ➜ a great example of differences in cultures and why an understanding of the ways different countries work is vital ➜ a personal philosophy for success in the accounting world that has led to global leadership roles ➜ the power of letting others take the credit for leaders in the accounting world ➜ what might make the accounting profession more respected and attractive throughout the world ➜ encouraging advice to accounting practitioners who want more impact with their firm and their clients Samantha is married with two adult children and says that one of the great attractions of the UK is being able to go to some of the best theatre in the world.  She particularly likes ballet and attends as much of it as she can. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders,...

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Episode 42. In today's news episode, we discuss "What 2022 Has In Store for the Accounting Profession." Martin Bissett cites Paul Aplin of Accounting Web talking about key drivers and challenges for accountants this year. Key takeaways from this episode include: ➯ reinforcing that accountancy is a profession, not an industry ➯ MTD or Making Tax Digital - what will happen for accounting professionals with tax reform this year, with international implications ➯ "I've Had Enough" - the great resignation and whether it's time for some accountants to quit or stay in the game ➯ the number one thing that grates most on accounting people which turns them off the work they do ➯ the call for judgement skills in accountants and CPAs who are working remotely vz working alongside more experienced colleagues ➯ the 'day of the bookkeeper' and why bookkeeping will increase in importance and relevance ➯ the difference in role of UK vz US bookkeepers when serving business owners ➯ how governments are 'cracking down' on fraudulent claims in research and development or R&D ➯ what the number one focus should be for accountants and CPAs in the coming year and beyond ➯ what current and upcoming changes in regulation, digitalisation and globalisation means for accountancy professionals Source: https://www.accountingweb.co.uk/practice/general-practice/what-does-2022-have-in-store-for-the-profession NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 41. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "What 2022 Has In Store for the Accounting Profession."  ➜ Special Guest Interview: "Leaders Special Interview: Sam Louis - Praxity Global CEO." ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants to Decrease Labor Intensity." ➜ Expert Interview: "Using Client Education to Drive Growth - Mark Jenkins." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a new business offer without being salesy If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day.  DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/...

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "What 2022 Has In Store for the Accounting Profession." ➜ Wednesday: "Leaders Special Interview: Sam Louis - Praxity Global CEO." ➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants to Decrease Labor Intensity." ➜ Friday: "Using Client Education to Drive Growth - Mark Jenkins." ➜ Saturday: a short bonus episode from the client's perspective - "Why They Didn't Buy Part 9 - You Offer Nothing Better." Great CPE or CPD for accountants with tips on differentiating better against the competition. ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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BONUS: a short bonus episode from the client's perspective - "Why They Didn't Buy Part 8 - You Can't Price Properly." Great CPE or CPD for accountants with tips on how to be more confident and effective with their pricing. Key takeaways from this episode include: ✓ why an accountant never wins a new business client or deal because they are the cheapest ✓ what happens when an accounting professional is unsure how to price a deal or engagement ✓ the difference for accountants between a quote and a proposal when trying to win new clients ✓ a recap on the 'magic of 3' tiered or menu pricing approach used by many accountants ✓ the problems with menu based pricing when accounting clients ask for something specific ✓ what a 'hand on heart' price looks like for accountants pitching for new work ✓ when a pricing conversation or negotiation collapses between accounting practitioners and potential new clients ✓ the dangers for an accountant of trying to automate every aspect of the quoting and pricing process for prospects ✓ why checklists do not work for accountants who are trying to build relationships when they sell ✓ what comparing dating with attracting new clients looks like for accounting professionals NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 40. In today's interview, "Building a Stellar Accounting Career with Sam Allred." Sam Allred is a qualified CPA and founder of Upstream Academy. He has been regularly recognized as one of the major influencers in the accounting profession and has been listed as one of Accounting Today’s Top 100 Most Influential People in Accounting and as one of IPA’s Most Recommended Consultants. He is one of the most sought-after speakers in the accounting profession and is viewed as one of their top strategic thinkers. Key takeaways from this episode include: ➯ why the accounting profession is in great shape despite the pandemic ➯ the two biggest challenges for accounting firms in these tough times (clue - it's to do with people) ➯ the impact of accounting firms realising that they can work remotely ➯ the major concern for accounting firms who have a remote workforce ➯ the first thing accounting firms must do if they want to maintain a strong culture ➯ why hope is not a strategy for survival, growth and recovery ➯ the difference between rockstars and superstars in a professional firm ➯ shout out to Jim Collins and his book Good to Great - get the right people on your team bus ➯ what attracting great people to your accounting firm allows you to do ➯ what new entrants to accounting need to understand if they want to get excited by their career ➯ a major but underestimated benefits of working as an accountant in practice vz industry ➯ why failing to clarify to emerging leaders what it takes to make partner is a sign of poor leadership in accounting firms ➯ what high performing professional firms do with their talent and succession that other firms don't ➯ the biggest mistake accountants make in carving out a stellar career for themselves ➯ how a stellar accounting career is very different to a good career ➯ the importance of recognising your strengths and unique abilities to forge a standout career in accountancy ➯ the dangers of staying in your comfort zone and what stepping out of it looks like for ambitious accountants ➯ the challenge of feedback and why most people don't grow/progress because they won't ask for it ➯ what accountants can learn from the Eisenhower Matrix as promoted by Stephen Covey ➯ the power of being intentional with your career planning in professional life Sam and his wife, Marlene, live outside of Park City, Utah. His hobbies include spending time with his family, fly fishing and golf. Sam and Marlene have seven children. Contact him here: http://upstreamacademy.com/ (Website and blog) http://upstreamacademy.com https://www.linkedin.com/in/sam-allred-1787337 (https://www.linkedin.com/in/sam-allred-1787337) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and...

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Episode 39. In today's practical episode, Martin Bissett shares "What Works for Accountants to Attract Grade A Clients." Key takeaways from this episode include: ➤ properly defining terms like 'accounting firm' and 'grade A clients' for accountants ➤ the benefits and problems of opportunities that come to accountants via referrals ➤ the very best thing accountants can do to generate high quality business ➤ what not to do with accounting firm marketing (because it doesn't work) ➤ the extra secret dimension for accountants and CPAs when telling success stories of your work with clients ➤ the power of replicating and repurposing success stories in the right places for accounting professionals ➤ discussing who is responsible for attracting new clients in an accounting firm - the accountants or the marketers ➤ the role of incremental growth in reputation and word of mouth for accounting firm marketing ➤ what grade A clients are looking for in an accounting advisor, and what they are not looking for ➤ what accounting professionals and CPAs can do if they feel they don't have any good client success stories NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 38. In today's interview, "BONUS: "Selling Client Accounting Services with Hitendra Patil." Hitendra is the author of The Definitive Success Guide to Client Accounting Services (CAS). His previous best-seller book, Accountaneur: The Entrepreneurial Accountant, has been bought by accountants in 12 countries across 4 continents. He has been named one of the Top 100 Most Influential People in Accounting from 2017 to 2019. He has also been among the Top 10 Accounting Influencers to Follow on Social Media and Top 100 Accounting Social Media Leaderboard. He is a regularly published author on many of the leading publications in the accounting profession in the United States. Key takeaways from this episode include: ★ how accountants and firms are coping with the global pandemic and how specifically they have been affected ★ why accounting is not so much a knowledge or service business, but actually an 'impact' business ★ what most people think when they heard the word 'accountant' ★ what the most successful accountants are doing that the less successful ones don't ★ why accountants should think like business owners and entrepreneurs if they want to differentiate themselves ★ the role of CAS or Client Accounting Services to the revenue and value add of accounting firms ★ how client accounting services are actually more than mere advisory services ★ the critical reason why client accounting services are the future for profitable and successful accounting firms ★ findings from the largest ever accounting survey with decision makers in accounting firms ★ the optimum number of services an accounting firm should be offering their clients ★ why offering more products and services to your accounting firm doesn't necessarily mean employing more staff ★ what Accountants World do for their accounting firm clients ★ what's coming up for the accounting world in the area of technology ★ refuting the notion that more technology will spell the end of the regular accountant ★ 'Why Your Child Will Not Be An Accountant' - one of the most widely read articles in the profession' ★ what accountants need to do to ride the automation and technology wave, and stay relevant in a competitive world ★ the most important asset owned by an accountants and how to make the most of it for career and business success. Hitendra is the Director of Customer Success at AccountantsWorld, a leading provider of cloud-based solutions for accountants, offering a complete, integrated suite of innovative accounting, payroll, and practice management solutions. He helps accountants become more successful by leveraging software solutions more powerfully and advancing the company’s leadership in cloud solutions for accountants. Before AccountantsWorld, he has worked in the technology and technology-enabled services industry for nearly 20 years, working across multiple industry sectors such as capital markets, hedge funds, manufacturing, accounting, payroll, tax, and advisory services.. Contact him here: http://www.accountantsworld.com/ (Website and blog) http://www.accountantsworld.com/ Hitendra on https://www.linkedin.com/in/hitendrapatil/ (LinkedIn) https://www.linkedin.com/in/hitendrapatil/ Useful Links: https://www.accountingtoday.com/opinion/why-your-child-wont-be-an-accountant (Why Your Child Won't Be An Accountant) https://www.accountingtoday.com/opinion/why-your-child-wont-be-an-accountant Book: The Definitive Success Guide to Client Accounting Services (CAS) https://bit.ly/hpcasbook (https://bit.ly/hpcasbook) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting...

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Episode 37. In today's news episode, we discuss "Accounting Influencers Podcast Broadcasting LIVE at Accountex." Key takeaways from this episode include: ➩ lessons from the first ever live global broadcasting event 'Live Aid' ➩ big up to Accountex, "Europe’s definitive event for accountancy and finance professionals" ➩ a taster of what the Accounting Influencers Podcast will be doing live at the event ➩ a thank you to Diversified who run the Accountex brand ➩ why Accountex is the one place for accounting practitioners and those who serve them to meet, learn and network At Accountex, you will find 250 global brands and cutting-edge start-ups to transform the way you do business. Plus, a CPD accredited education program with over 180 sessions offers everything you need to get ahead in your career. As we all embrace the digital revolution, it is crucial to stay up to date with the tools, technology and ideas driving the industry forward. It’s free to attend and you will receive 8 CPD hours. Go to https://www.accountex.co.uk/london (https://www.accountex.co.uk/london) for more details NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 36. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Accounting Influencers Podcast Broadcasting LIVE at Accountex."  ➜ Special Guest Interview: "Selling Client Accounting Services with Hitendra Patil." ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants to Attract Grade A Clients." ➜ Expert Interview: "Building a Stellar Accounting Career with Sam Allred." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "Accounting Influencers Podcast Broadcasting LIVE at Accountex." ➜ Wednesday: "Selling Client Accounting Services with Hitendra Patil." ➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants to Attract Grade A Clients." ➜ Friday: "Building a Stellar Accounting Career with Sam Allred." ➜ Saturday: a short bonus episode from the client's perspective - "Why They Didn't Buy Part 8 - You Can't Price Properly." Great CPE or CPD for accountants with tips on pricing more effectively with client engagements. ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 21,000 unique listeners in 150 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a...

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BONUS: "Why They Didn't Buy Part 7 - Not Walking the Talk" In today's bonus episode, we focus on the buyers of accounting services - the clients themselves. In particular, how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Key takeaways from this episode include: ✓ what 'not walking the talk' with accountants looks like from the perspective of their clients ✓ how it's not always what an accountant has done but what they haven't done that makes them incongruent or unreferrable ✓ how talk is cheap for accountants, which means they must validate any claims or promises they make ✓ the mistake many accounting professionals make in recommending things they do not do in their own practice ✓ the kind of hollow words, credibility dives and undermining of authority that comes from accountants who do not practice what they preach ✓ the significant costs that broken website promises from accountancy practices result in ✓ cutting through the false claims, hot air and social media hype of many so-called influencers and experts in the accounting world ✓ the one thing accountants must do when they go to meetings with potential new clients NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 35. In today's interview, "The Role of Accounting Bodies & Exams with Sabine Charles." Sabine has over 20-years internal audit, accounting, and risk management experience in Internal Audit Controls, Business Risk, Fraud Investigation and Operational Auditing in financial services and higher education industries. She received a MS in Accounting and a BA degree in Accounting & Economics, from CUNY - Queens College. She is a Certified Internal Auditor (CIA), Certified Fraud Examiner (CFE), Certified Six Sigma Green Belt (CSSGB), Certified in Risk and Information System Controls (CRISC), Certified in Risk Management Assurance (CRMA), ITIL 4 - Foundation Certification, Certified Information System Auditor (CISA), Certified Healthcare Internal Audit Professional (CHIAP), Certified Information Security Manager (CISM), and Certified in Governance of Enterprise IT (CGEIT). Her book “Cracking the Code: Techniques for Certification Exam Success” demonstrates clear and concise techniques to uniquely prepare clients for certification exams; and most importantly, to pass. Key takeaways from this episode include: ➤ how the 'breed' of accountants has changed over the years and what the drives for that change have been ➤ the key ways in which accounting exams have evolved over the years and whether they are more rigorous than before ➤ how accountancy students and accountants in training have changed the way they study to get better results ➤ what doesn't work for accounting students who are trying to pass their professional examinations ➤ the importance of learning styles for would-be accountants and CPAs studying exams ➤ why professional qualifications and examinations for accountants are no longer fit for purpose in a changing world ➤ the lack of correlation between emotional intelligence required by accounting leaders, and what they are assessed on to qualify ➤ the five critical skills that modern day accountants and CPAs need to be successful ➤ the need for auditors, CPAs and accountants to have marketing and presenting skills ➤ what it really means for accountants and CPAs to be seen as a trusted advisor ➤ how the motto of 'make yourself proud' plays out in the life of a professional ➤ the role of continued professional education (CPE) or continued professional development (CPD) for accountants ➤ how technology is finding its way into accounting certifications but change is happening too slowly ➤ how CPA and accounting qualifications do not necessarily teach students to think and adapt to the world of work ➤ the problems with CPE and CPD in being too technical for accounting professionals, and ignoring the softer skills ➤ what happens to accountants who just want to 'get the A' with examinations and play the exam game ➤ key principles in teaching smart people like accountants how to learn ➤ how accountants, students and CPAs can crack the examination code ➤ advice and words of wisdom for wannabe accountants who want to level up and 'make themselves proud' Sabine's proudest achievement is her family, including her son, Alexander who is on his way to becoming a professional soccer player, daughter, Victoria, who is her biggest advocate and spouse, John, a successful banker, and farmer. Sabine is an avid meditator and enjoys inspirational reading, fitness, and travel. https://www.linkedin.com/in/sabine-charles (https://www.linkedin.com/in/sabine-charles) https://www.instagram.com/tapainstitute (https://www.instagram.com/tapainstitute) https://www.tapainstitute.com (https://www.tapainstitute.com) Sabine is also on Twitter and Youtube @TAPAInstitute You can check out her upcoming events here: CPA: https://www.passyourcpasummit.com (https://www.passyourcpasummit.com) Internal Audit: https://www.levelupinternalauditsummit.com (https://www.levelupinternalauditsummit.com) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming...

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Episode 34. In today's practical episode Martin Bissett shares "What Works for Accountants With Better Service Delivery." Key takeaways from this episode include: ➨ the myth that accountants actually believe when it comes to service delivery for their clients ➨ what a superior accounting firm does better than the average ones with service delivery ➨ three huge intangible deliverables that accounting firm clients really buy from their advisors ➨ the power of a 'value to you' vocabulary for accountants when conveying what they really do for their clients NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 33. In today's interview, "Workflow Best Practices for Accountants with David Cristello." David is the Founder and CEO of Jetpack Workflow, an award winning workflow software that helps smart accounting firms track all their recurring deadlines and better manage their team. He's also the host of "Growing Your Firm" podcast and co-author of "Double Your Accounting Firm". Key takeaways from this episode include: ➯ what has made accountants resilient and mentally strong in the challenging pandemic period ➯ How burnout has occurred for accounting professionals and what they can do to avoid it ➯ how the accounting firm workspace will change post pandemic with hybrid working ➯ why it's virtually impossible for accounting professionals to have important conversations 'in the cloud' ➯ why the full-time fully-present in-person employee in accounting firms is a thing of the past if you want to compete ➯ how turbulence affects the way professionals like accountants view work and change expectations of employment ➯ practical tips to make remote working more engaging and fun for accounting firms ➯ the best place for accounting firms to start if they want to be the employer of choice for new talent ➯ shout out to Ron Baker and Ed Kless on business models for accounting firms in the subscription economy ➯ how a subscription model gives accounting firms a massive competitive advantage ➯ the most common workflow traps that many accountancy firms fall into ➯ why introducing more people to your accounting practice increases the points of failure ➯ the two main competitors to dedicated workflow management software for accountants ➯ a critical question accountants and CPAs should be asking their clients ➯ shout out to David's Growing Your Firm podcast and how it turned into 'Double Your Accounting Firm' book https://jetpackworkflow.com/growing-your-firm-podcast/ ➯ the power for accounting firms of niching down and being able to deliver a packaged offering to clients ➯ the role of machine learning and AI in the future of practice management Outside of Jetpack Workflow, David enjoys spending time with his family, reading, and playing too much online chess. You can contact him here: https://jetpackworkflow.com (https://jetpackworkflow.com) https://www.linkedin.com/in/davidcristello (https://www.linkedin.com/in/davidcristello) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 32. In today's news episode, we discuss "Launching the Accounting Influencers Virtual Conference." Key takeaways from this episode include: ＞ why the growth of the Accounting Influencers brand benefits accountancy professionals ＞ announcing May 5 date for global virtual summit or conference for accountants in practice internationally - save the date ＞ AIR Con slingshots into Accountex (via Diversified), one of the world's biggest in person events in the accounting and fintech calendar ＞ possibilities for a range of accounting and fintech vendors, suppliers and providers to partner with the event NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode XX. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Launching the Accounting Influencers Virtual Conference." This is a new style of virtual conference in conjunction with Accountex, one of the largest in the world. ➜ Special Guest Interview: "Workflow Best Practices for Accountants with David Cristello." David is the Founder and CEO of Jetpack Workflow, an award winning workflow software that helps smart accounting firms track all their recurring deadlines and better manage their team. He's also the host of "Growing Your Firm" podcast and co-author of "Double Your Accounting Firm". ➜ Rob & Martin offer up practical advice and tips on "What Works for Accountants With Better Service Delivery." What does putting clients first really look like for accountants, and how can you service them better? All will be revealed. ➜ Expert Interview: "Cracking the Accounting Exam Code with Sabine Charles." Sabine has over 20-years internal audit, accounting, and risk management experience in Internal Audit Controls, Business Risk, Fraud Investigation and Operational Auditing in financial services and higher education industries. She talks passionately about accounting qualifications, exams and the professional, regulatory bodies that administer them. For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. Also a reminder to check out Saturday's bonus episode from the client's perspective - "[Why They Didn't Buy Part 7 - Not Walking the Talk." Great CPE or CPD for accountants with tips on how to be more authentic, congruent and relevant to the prospects who are considering hiring you as their accounting advisor. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

Follow Accounting Influencers with Rob Brown and Martin Bissett on LinkedIn: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers)

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "Launching the Accounting Influencers Virtual Conference." This is a new style of virtual conference in conjunction with Accountex, one of the largest in the world. ➜ Wednesday: "Workflow Best Practices for Accountants with David Cristello." David is the Founder and CEO of Jetpack Workflow, an award winning workflow software that helps smart accounting firms track all their recurring deadlines and better manage their team. He's also the host of "Growing Your Firm" podcast and co-author of "Double Your Accounting Firm". ➜ Thursday: Rob & Martin offer up practical advice and tips on "What Works for Accountants With Better Service Delivery." What does putting clients first really look like for accountants, and how can you service them better? All will be revealed. ➜ Friday: "Cracking the Accounting Exam Code with Sabine Charles." Sabine has over 20-years internal audit, accounting, and risk management experience in Internal Audit Controls, Business Risk, Fraud Investigation and Operational Auditing in financial services and higher education industries. She talks passionately about accounting qualifications, exams and the professional, regulatory bodies that administer them. ➜ Saturday: a short bonus episode from the client's perspective - "[Why They Didn't Buy Part 7 - Not Walking the Talk." Great CPE or CPD for accountants with tips on how to be more authentic, congruent and relevant to the prospects who are considering hiring you as their accounting advisor. ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more...

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BONUS: a short bonus episode from the client's perspective - "Why Didn't They Buy Part 6 - More Tips to Handle Objections." Great CPE or CPD for accountants with tips on how to deal with pushback from potential clients in buying situations. This expands on last week's bonus show categorising the 4 kinds of objections accounting practitioners tend to face from clients resistant to buying. Key takeaways from this episode include: ➯ the four types of objections accountants face - the put-off, the irrelevant, the half-truth and the valid, with examples of each ➯ defining objections as signals to buy and signs that the potential client requires more clarity and information ➯ the importance of welcoming objections and why accountants should want them voiced rather than kept hidden ➯ things accountants can say to elicit any buying resistance to put objections out in the open ➯ the futility of arguing with objections, and why it's better for accountants to acknowledge them in buying situations ➯ the power of scripts, come-backs and rebuttals for accountants to handle objections, as long as they are delivered naturally ➯ the power of anticipating common objections from potential buyers of accounting services ➯ a glossary of sales terms and what they really mean for non-sales people like accounting professionals and CPAs NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 30. In today's interview, "Customer Success in Accounting & Fintech with Hugh Walker." Hugh has worked in accounting tech for 7+ years, first at Receipt Bank/Dext in Sydney and then the last 3 years at Practice Ignition. Practice Ignition is a client engagement and commerce platform for professional services businesses to streamline how they engage clients and get paid. Hugh focuses on customer success and change management. Key takeaways from this episode include: ➜ what companies and accounting firms get wrong with customer service and client experience ➜ the benefits for professional firms of getting customer/client service right ➜ the importance of mindset and culture in creating a strong customer experience and success ➜ the kind of data points that can be analysed to determine customer success ➜ the major impacts of Covid and digitisation on remote working and accounting processes ➜ striking a balance with mental wellbeing and culture/productivity for accounting firms ➜ the biggest roadblock to making change happen and successful project management in professional working environments ➜ the fallacy of waiting for the perfect time to get things done and making projects work ➜ how to effectively manage change and implement software in accounting firms ➜ ways for accountants to automate admin and save time to focus on what really matters (examples given...) ➜ tips to help accountants avoid scope creep and make sure they get paid on time, every time ➜ what Practice Ignition does for accounting practitioners and how it does a lot of things that usually require different software ➜ the importance for accounting practitioners of first impressions, especially when trying to grow client base ➜ AIP listeners offer: code 'air21' to receive 25% off all plans for your first 6 months at https://info.ignitionapp.com/aip (https://info.ignitionapp.com/aip) Outside of work, Hugh rock climbs, does board games, enjoys red wine or whiskey and is big into football. You can reach him here: https://www.linkedin.com/in/hugh-walker (https://www.linkedin.com/in/hugh-walker) https://twitter.com/hugh_s_walker (https://twitter.com/hugh_s_walker) Nearly 5,000 accounting and professional services firms around the world use Practice Ignition to win new business with impressive digital proposals, engage clients with a clear scope of work, and get paid on time by automating payment collection. PI integrates with leading business apps such as Gusto, QuickBooks, Xero and Zapier to automate time-consuming tasks allowing you to run your business on autopilot and automate time-consuming tasks, such as client onboarding or invoicing. That means less admin and more time for clients. Listeners can go to https://info.ignitionapp.com/aip (https://info.ignitionapp.com/aip) and use the code 'air21' to receive 25% off all plans for your first 6 months. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel,...

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Episode 29. In today's practical episode, "What Works for Accountants on Turning Intentions into Action 2." Continuing last week's bonus episode theme, Martin Bissett and Rob Brown share more tips for busy accountants who want to be more productive and intentional with what's important. Key takeaways from this episode include: ➩ the difference between an accounting practice and an accounting business ➩ what constitutes a 'value creating accountant' ➩ what makes commercially-run accounting firms more valuable and more attractive to venture capital money ➩ how to break out from a professional services firm model to a professional knowledge firm model ➩ what accountants should be doing with their discretionary time beyond the chargeable hours ➩ how the busy fools in accounting firms achieve little and spent too much of their time 'firefighting' and reacting ➩ why it's easy for accounting professionals to plan but not so easy to execute plans ➩ the importance for accountants of seeing that what they do today has an impact on their legacy and their future ➩ the definition of commitment for accounting people that gets things done or gets things ignored ➩ how everyone has things to do and everyone is busy, so accountants saying they are maxed out is not an excuse ➩ the impact of micro commitments, small actions and twenty minutes allocated to action for busy accountants ➩ the power of time blocking for busy professionals like accountants and CPAs that sets aside time for tasks in a calendar NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 28. In today's interview, "Credit Control Opportunities for Accountants with Glen Morgan." Glen set up Credebt Ltd in 2009 to become one of the leading providers of Receivables Management services in the UK, working for Insolvency Practitioners, Invoice Finance companies/Other Charge holders and their clients. He has worked in the Collections industry for 28 years and is a Fellow of the Chartered Institute of Credit Management. He has written several syllabus and training courses on the subject of effective Credit Management and also advised UK Government regarding the impact of late payment on small businesses. In 2019, he set up Itsettled, the UK’s first fully automated Collection’s Platform to help businesses improve their cashflow position. Key takeaways from this episode include: ➤ the pressures faced by businesses currently, and why they are turning to accountants as their trusted advisors ➤ why 2022 will be very challenging for companies now that government support is no longer available ➤ how accountants can help businesses with cashflow management and access to tools/resources that help their clients ➤ why accountants can only be trusted advisors to businesses if they have stayed up to date with the changing world ➤ what gives big businesses the edge over smaller ones when formulating credit policies ➤ why very few accountants are comfortable offering credit control and credit management services to clients ➤ the staggering amount of money owed to small and medium businesses at any given time (in the UK and likely globally) ➤ what separates the good accountants from the great ones in challenging times ➤ how accounting firms have changed in pandemic times and what drivers push any change ➤ the increasing challenge accounting professionals have in keeping up to date with fintech advancements ➤ advice for accounting leaders who feel pressured by the agenda of vendors selling software and technology ➤ the ItSettled proposition and how it helps the clients of accountants manage their credit with full integrations to collect owed monies ➤ critical steps for accounting firms in adding credit control as an additional service for their clients ➤ what good credit control looks like and the key word that should govern any credit management offering for accountancy clients ➤ what is coming up for the accounting profession in the next few years and the economic outlook for businesses ➤ what has contributed to the late payment problem for businesses, particularly with governmental interventions ➤ the most satisfying aspects of providing credit control and positive cashflow management for businesses ➤ what questions an accountant could ask to create credit management opportunities and a call to ItSettled or Credebt ➤ signs that a company may require credit control measures from their professional advisors ➤ words of encouragement and advice for accountants who want to serve their clients in the best possible way Glen has been married 18 years, is a keen runner and spends most of his spare time with his 2 kids and watching MCU. You can reach him here: www.linkedin.com/in/glenmorgan www.twitter.com/morgangfm www.itsettled.co.uk/for-accountants NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical...

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Episode 27. In today's news episode, we discuss "Accounting Practitioners Now Talking to Accounting Influencers." Key takeaways from this episode include: ★ the power of NASBA accreditation in continued professional education (CPE) for accountants ★ The other aspects of the 'Accounting Influencers' brand aside from this podcast, like AIR, the Accounting Influencers Roundtable ★ the merging of the Upward Spiral Professionals (USP) community of accounting practitioners with AIR ★ the three benefits for accounting practitioners of joining AIR - practice growth, practice management and wider professional intelligence ★ the invitation to accounting practitioners worldwide to join the Accounting Influencers Roundtable at https://accountinginfluencers.com/ ★ why it's important that accountants in practice have a good dialogue with fintech and software vendors ★ is your accounting firm proactive, hungry and caring? Note NASBA is the National Association of State Boards of Accountancy. Started in 1908, NASBA is an association founded to promote, oversee, and enhance the efficacy of the United States' 50 state accountancy boards. NASBA maintains a platform where those in the accounting industry. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 26. On today's full episode of the Accounting Influencers Podcast: ➜ News - Accounting Practitioners Join Accounting Influencers". Martin & Rob introduce the Accounting Influencers Roundtable, a door-opening club for vendors, advisors and experts who work with and through accountants. We announce the introduction of accounting practitioners into the group. ➜ Special Guest Interview: "Credit Control Opportunities for Accountants with Glen Morgan." Rob brown interviews a credit management expert on what's opening up for accountants in credit control. Glenn runs 2 amazing companies, itsettled, the UK's only fully automated cashflow and credit management platform, and Credebt, The Debtor Book Professionals. ➜ What Works - Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants on Turning Intentions into Action." Following on from last week's episode, here's more advice for getting things done in your accountancy role. ➜ Expert Interview: "Customer Success in Accounting & Fintech with Hugh Walker." Rob Brown interviews the Head of Customer Experience and Marketing (EMEA) and Director of Onboarding Programs at Practice Ignition. For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. You can also check out Saturday's short bonus episode from the client's perspective - "Why Didn't They Buy Part 6 - More Tips to Handle Objections." Great CPE or CPD for accountants with tips on how to see objections from potential clients as opportunities to educate and help them make up their minds to hire you. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - "Accounting Practitioners Join Accounting Influencers". Martin & Rob introduce the Accounting Influencers Roundtable, a door-opening club for vendors, advisors and experts who work with and through accountants. We announce the introduction of accounting practitioners into the group. ➜ Wednesday: "Credit Control Opportunities for Accountants with Glenn Morgan." Rob brown interviews a credit management expert on what's opening up for accountants in credit control. Glenn runs 2 amazing companies, itsettled, the UK's only fully automated cashflow and credit management platform, and Credebt, The Debtor Book Professionals. ➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants on Turning Intentions into Action." Following on from last week's episode, here's more advice for getting things done in your accountancy role. ➜ Friday: "Customer Success in Accounting & Fintech with Hugh Walker." Rob Brown interviews the Head of Customer Experience and Marketing (EMEA) and Director of Onboarding Programs at Practice Ignition. ➜ Saturday: a short bonus episode from the client's perspective - "Why Didn't They Buy Part 6 - More Tips to Handle Objections." Great CPE or CPD for accountants with tips on how to see objections from potential clients as opportunities to educate and help them make up their minds to hire you. ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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BONUS: a short bonus episode from the client's perspective - "Why Didn't They Buy Part 5 - I Can't Handle Their Objections" Great CPE or CPD for accountants with tips on how to categorise the main objections and pushbacks potential clients come up with when purchasing your accounting services. Key takeaways from this episode include: ⍟ how struggling to overcome objections for accountants trying to sell services is the same as not solving their concerns ⍟ why the simplest show of resistance or pushback from potential clients unsettles most accountants ⍟ why accounting professionals need a selling or work-winning skillset as well as their technical competence ⍟ the four types of objections from prospects that accounting practitioners struggle to deal with ⍟ how 'this is not a good time to make decisions' can be refuted by accountants selling their services ⍟ the one type of objection which is completely 100% valid that accountants can never argue with ⍟ how accountants should respond to prospects who don't truly understand the price or value of a proposal ⍟ why price is usually only ever an objection in the absence of value NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 25. 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 daily radio-style...

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Episode 24. In today's practical episode, Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants on Turning Intentions into Action." Good ideas and thought-out plans are easy. It's the execution and implementation that accountants struggle with, until they start using these tips. Key takeaways from this episode include: ✓ why many accounting practitioners are technically smart but still struggling to upskill in other basic areas of professional competence ✓ why action trumps training when it comes to growing accounting firms ✓ shout out to David Maister, author of Trusted Advisor, Managing the Professional Services Firm and Strategy & the Fat Smoker ✓ why it is easier for so many comfortable or complacent accountants to do nothing than to stretch themselves ✓ the secret formula for progress in accountancy practice growth ✓ why it's not a coincidence that accountants who prioritise pipeline win the best clients with the best fees and the most interesting work ✓ the impact of small, incremental steps, and an example of one simple thing an accountant could do to win more business ✓ why it's difficult for accountants to be growth-minded when work traditionally 'lands on their lap' ✓ the power for accountants of making just one phone call to make something good happen ✓ the many things accountants and CPAs can do with their discretionary, non-chargeable time to create more career and business opportunities ✓ a simple refutation of the 'I don't have time' excuse offered by many accounting professionals ✓ free download for listeners: "A 5 Step Plan for Accountants to Create New Growth Opportunities" https://accountinginfluencers.com/growth-opportunities-accountants ✓ 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations ✓ the futility of strategising and planning big things but not actually doing anything about it NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 23. In today's interview, "The Future for Accountancy with ICAEW's Julia Penny." Julia is the incoming President of the Institute of Chartered Accountants for England and Wales. ICAEW part of Chartered Accountants Worldwide, a global network of 750,000 members across 190 countries, which promotes the expertise and skills of chartered accountants on a global basis. Julia qualified as an ICAEW Chartered Accountant in 1989 and moved into a training role, initially teaching students and later moving into CPD training and technical roles. She specialises in audit, financial reporting and anti-money laundering and has worked for diverse organisations including Wolters Kluwer, Wilmington plc, Chantrey Vellacott and Baker Tilly (now RSM). She rose to become chair of the ICAEW Technical Advisory Committee and then the Ethics Advisory Committee and was a member of both the Technical Strategy and Financial Reporting Faculty Boards. Julia has been a Council member since 2013 and an ICAEW Board member since 2017. Julia will become ICAEW President from June 2022 to June 2023. Key takeaways from this episode include: ➜ how a smart person can 'accidentally' do an accounting degree ➜ comparing the various accountancy regulatory bodies, professional institutes and associations ➜ the role of the 'powerhouse' ICAEW and where its members come from internationally ➜ the key issues and challenges facing the accountancy profession right now ➜ where the pressures are coming from for accountants in practice, applicable to almost all countries ➜ what makes accountants more adaptable than people give them credit for ➜ who truly has the ear of the accountant with so many stakeholders and vested interests in the profession ➜ the increasing power of technology and its vendors in driving the agendas of accountants ➜ the issues and opportunities that affect how attractive accountancy is as a career for the younger generation ➜ the responsibility that regulators have in the accounting world, particularly in the area of audit reform ➜ what it will take for accountancy to move on from an older man's game, and how ICAEW is pushing for more diversity and inclusion ➜ what makes the reputation of audit difficult, with mistakes being made and intense scrutiny from press and regulators ➜ what separates the good leaders from the great ones in accounting firms and the accountancy profession generally ➜ best advice for newcomers to the accounting profession in being more passionate about the career opportunities ahead ➜ why accountants do not progress far if they cannot network, present well and engage with people ➜ how a love for learning in accountancy and audit fuels a career and keeps one fresh and current ➜ the critical success factors and issues for an incoming president of an international institute for accountants like ICAEW ➜ what making yourself 'bombproof' means for accountants in making skills transferrable ➜ the importance of developing the softer, more commercial skills as well as the technical ones ➜ wisdom for accountants and CPAs who want to shape and have more control over their career ➜ predictions for what the accountancy profession will look like in five years time in regulation, technology, digitisation and working practices Julia is married with two grown-up children (one of whom is also now a Chartered Accountant). In her spare time she enjoys playing golf, baking, investigating her family tree and working on improving her Spanish. You can reach her here: https://www.linkedin.com/in/juliaspenny (https://www.linkedin.com/in/juliaspenny) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday...

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Episode 22. In today's news episode, we discuss "Accounting Influencers Podcast Wins CPE Accreditation." Continued Professional Education or Continuing Professional Development (CPD) are crucial in the accounting world to stay current, compliant and technically competent. This announcement of our partnership with Blake Oliver and Earmark CPE to enable all listeners of this podcast to gain CPE or CPD points from the content of the shows. Key takeaways from this episode include: ➩ how a podcast gives an accountant points or accreditation for continued professional development ➩ why CPE is important for accounting professionals, especially in making them more commercially minded ➩ the different kinds of CPE, particularly with a remote learning aspect ➩ why soft skills are hard, and why CPE is more than just technical qualifications and updates ➩ shout out to Blake Oliver at www.Earmarkcpe.com for his CPE platform NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 21. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Accounting Influencers Podcast Wins CPE Accreditation." This announcement of our partnership with Blake Oliver and Earmark CPE to enable all listeners of this podcast to gain points for continued professional education or continued professional development from the content of the shows. ➜ Special Guest Interview: "The Future for Accountancy with ICAEW's Julia Penny." Julia is the incoming President of the Institute of Chartered Accountants for England and Wales. ICAEW part of Chartered Accountants Worldwide, a global network of 750,000 members across 190 countries, which promotes the expertise and skills of chartered accountants on a global basis. ➜ What Works: Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants on Turning Intentions into Action." Good ideas and thought-out plans are easy. It's the execution and implementation that accountants struggle with, until they start using these tips. ➜ Expert Interview: "New Business Models in Accounting with Ed Kless." Ed Kless of Sage and Verasage, and host of the Soul of Enterprise podcast with Ron Baker talks to Accounting Influencers podcast host Rob Brown about the importance of creating value with new business models for accounting firms. For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "Accounting Influencers Podcast Wins CPE Accreditation." This announcement of our partnership with Blake Oliver and Earmark CPE to enable all listeners of this podcast to gain points for continued professional education or continued professional development from the content of the shows. ➜ Wednesday: "The Future for Accountancy with ICAEW's Julia Penny." Julia is the incoming President of the Institute of Chartered Accountants for England and Wales. ICAEW part of Chartered Accountants Worldwide, a global network of 750,000 members across 190 countries, which promotes the expertise and skills of chartered accountants on a global basis. ➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants on Turning Intentions into Action." Good ideas and thought-out plans are easy. It's the execution and implementation that accountants struggle with, until they start using these tips. ➜ Friday: "New Business Models in Accounting with Ed Kless." Ed Kless of Sage and Verasage and host of the Soul of Enterprise podcast with Ron Baker talks to Accounting Influencers podcast host Rob Brown about the importance of creating value with new business models for accounting firms. ➜ Saturday: a short bonus episode from the client's perspective - "Why Didn't They Buy Part 5 - I Can't Handle Their Objections" Great CPE or CPD for accountants with tips on how to categorise the main objections and pushbacks potential clients come up with when purchasing your accounting services. ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays . On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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BONUS: "Why Didn't They Buy Part 4 - Struggling to Close the Deal" In today's bonus episode, we focus on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. This time we tackle ghosting and the radio silence that comes from weak or no follow up on your propositions and proposals. Key takeaways from this episode include: ✓ the trap accountants fall into in thinking that a prospect situation is a 'done deal' ✓ how 'not wanting to pester or be a nuisance prevents some accountants from following up a new business opportunity ✓ the various reasons potential clients give for not responding to follow up calls and proposals from accountants ✓ the uncertainty of 'death valley' between accountant and prospect where neither party knows what should happen next ✓ a simple fix and guiding principle that accountants and CPAs should follow to guarantee potential new clients should never slip away ✓ what pushback from a business prospect on fixing a further meeting really means to the accountant trying to win their business ✓ exactly what accountants could say in nailing down best next steps with a promising prospect ✓ how accountants should handle the prospect that just wants a proposal and a price ✓ the rationale behind giving the prospect some control of the sales process when an accountant is selling ✓ how accountants get things wrong at the end of a prospect meeting which increases the chances that the deal will stall NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays . On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 20. In today's episode, Rob Brown interviews Bill Reeb and Tommye Barie on "People Development Tips for Growing Accounting Firms." Tommye Barie is a recently retired partner of one of the 100 largest full-service accounting and consulting firms in the US. Her thought leadership on culture, strategy and innovation led to Tommye being recognized as one of the 100 most influential people in the accounting profession, as published in Accounting Today. She is a past Chair of the Board of the American Institute of CPAs and is actively involved in the international accounting profession. She currently represents the United States as a board member of the International Federation of Accountants (IFAC). The IFAC is a global organization supporting the development of and promoting the adoption and implementation of high-quality international standards. Bill Reeb is a CPA and has been consulting for three decades in the areas of strategy, leadership and change management. He d became a CPA in 1986. An award-winning public speaker, Bill and his partner, Dom Cingoranelli, have co-authored Securing the Future: Building Your Firm’s Succession Plan and Securing the Future: Implementing Your Firm’s Succession Plan. Bill is past Chair of the Board of the AICPA, is a current and past member of the Board of Directors and Council, and past Commissioner on the National Accreditation Commission. He also serves as an advisory board member to several organizations, including CPAFMA. Accounting Today has recognized his efforts by listing him as one of the Top 100 Most Influential CPAs. CPA Magazine has named him as one of the Top 100 Most Influential Practitioners, and Inside Public Accounting has listed him as one of the top 10 most recommended CPA firm consultants. Key takeaways from this episode include: ➤ Proof that accountants are actually 'people people' and why accountants are actually NOT unique in what they do ➤ The problem of accountability in professional firms and the importance of knowing who your real boss is ➤ The biggest shortcoming in professional firms of any size ➤ The vital role of competences for people development in accounting firms ➤ The problem caused by accounting fee-earners being technically strong or soft skills strong, but not both ➤ What will happen to those accountants who are not willing or able to be coached or developed in their firm ➤ Why people's goals should be tied to performance in an accounting firm ➤ The big reason most accountants don't know how to manage people ➤ The 5 core skills that modern day accountants need to be successful ➤ What gets 70% of accountants promoted and what makes 80% of them fail ➤ The role of culture in developing a coaching, development mentality in accounting firms ➤ The one thing that makes you money in your accounting role ➤ Why 'not having the time' is a bad excuse for professionals who avoid doing what needs doing in a firm ➤ The difference between subjective and objective goals for accounting professionals ➤ What leaders in professional firms are really responsible for ➤ Exactly what accountability means when leading and managing your people ➤ Why self motivation doesn't work in professional firms who want to grow ➤ What makes performance evaluations or development reviews fail in professional service firms ➤ The biggest challenge growing accounting firms face in developing their people ➤ The two main areas that require investment in the future for accounting firms to succeed ➤ Why technology is now a key component of the accounting qualification, at least in the US ➤ Why accountants must move from the data and information space to the knowledge and decision space ➤ Why the accounting profession is the greatest there is ➤ What causes complacency and lack of change in accounting firms Tommye has always placed importance on leveraging her leadership skills and experiences to influence the lives of young professionals. Throughout her career...

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Episode 19. In today's news episode, we discuss "What Works for Accountants on Handling Price Sensitivity." With ever more discerning buyers and knowledgeable purchasing, what hope for accountancy professionals who feel their prospects and clients are always looking for the best deal/lowest price? Key takeaways from this episode include: ➩ the fallacy for accountants of thinking that deals and engagements frequently come down to price ➩ the implication for accounting professionals of price being the main differentiator between them and their competition ➩ what accountants have completely failed to do if a potential client is making their decision to hire based solely on price ➩ why the pricing conversation is relevant not just for new business opportunities but for existing clients and cross-selling services ➩ the one thing few accounting firms will ever admit when they bring on a new client, and why it's false ➩ what 'demonstrating expertise and value to a business' really looks like for an accountant, and what it most definitely isn't ➩ what most new clients are actually investing in when they hire a new accountant or engage an accountancy practice to help them ➩ how the prospect of a better future and a better now drives new clients to seek value and results over price ➩ why pricing education for accountants is not about turning them into sales people, although selling and persuading remains vital for accounting professionals ➩ what accounting practitioners can practically do to eradicate pricing sensitivity from their sales conversations ➩ how accountants and CPAs can make their proposition more compelling to their prospects and existing clients ➩ the importance of caring and curiosity for accountants and CPAs who want to succeed in practice ➩ why accounting practitioners must see pricing sensitivity as a symptom and not a cause, and what that difference is ➩ the role of storytelling, proof and the ability to paint the picture of a better future are all vital for accountants who want to win more business NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 18. In today's interview, "Strategic Tech Decisions in Accounting with Jeremy Hyman." Jeremy Hyman began his career with a top-50 firm of accountants in London, where he chaired the UK200 IT Group, produced the first document management system for accountants, and developed an IT business within the firm. He went on to establish and operate an IT services business before returning to his consulting roots and founding Jeremy Hyman Associates in 2017. Key takeaways from this episode include: ➯ Why external advice and governance helps accounting firms make better tech decisions ➯ The reason why covid has shown how much more agile accountants are than they're given credit for ➯ The major mistakes accountancy firms have made in the covid pandemic and how complacency has led to the downfall of some ➯ Why new entrants to accountancy often struggle with the slow and backward technology in many firms ➯ The frustration caused by 'irresponsible' technology and software vendors in accounting firms ➯ How the smaller software vendors are more open to shared technology and more collaboration ➯ The threats faced by legacy vendors from more open and flexible solutions who supply professional firms ➯ The main challenges faced by accounting firms when choosing to invest in certain technologies ➯ The single biggest challenge most partners face in driving change in their accounting firm ➯ The cost of being fiercely independent in offering advice to accounting firms in the fintech world ➯ The adverse impacts accountancy firms suffer if they make mistakes with their big technology projects ➯ The dangers of for accounting leaders of making 'monolithic' technology investments for their firm ➯ Why even the best technology fails if adoption, training and adoption is poor across the firm ➯ 3 killer questions to ask accounting firm tech vendors to ensure you are making a good decision to invest ➯ How covid has flattened the world and allowed more international collaboration with tech ➯ The biggest challenge accounting firm leaders have with introducing new technology ➯ How to differentiate between those people in your accounting firm who 'get' technology and advancement, and those who don't ➯ What accounting firms should be spending their money on when it comes to tech investment ➯ The key things that the most successful accounting firms are doing that stands them out ➯ Why technology is actually NOT the solution for everything and how it diminishes the human element ➯ Words of encouragement for accounting professionals and leaders to make good strategic technology decisions in uncertain times. Jeremy combines a thorough understanding of professional firms, a sound grasp of technical disciplines, and a pragmatic and effective approach to provide technology leadership and guidance to larger firms of accountants. Contact Jeremy here: http://www.jeremyhyman.co.uk/ (Website and blog) http://www.jeremyhyman.co.uk/ https://www.linkedin.com/in/jeremyhyman/ (LinkedIn): https://www.linkedin.com/in/jeremyhyman/ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills...

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Episode 17. In today's news episode, we discuss "Top 5 Biggest Challenges via Institute of Financial Accountants." Really interesting points arising from a piece via https://www.accountancyage.com/2022/01/03/2021-how-the-accountancy-industry-adapted-to-change-and-uncertainty/ (AccountancyAge) reviewing 2021 for the accountancy profession and the challenges firms have faced. All of these will loom larger in 2022. Key takeaways from this episode include: ＞how the IFA has looked back at 2021 and looked forward to 2022 to see how the accounting profession has adapted to all that has happened ＞asking how accountants as a breed cope with change and can be agile and adaptive ＞the number one driver what generally tends to cause the most change and adaptation in accountancy ＞"As the year is drawing to a close, there is a growing expectation that many of these temporary adaptations will now become embedded in long-term business operations. This has resulted in the changing face of many business practices and a pivoting of services in order to survive." ＞the impact of Brexit, not just in the UK but throughout the world, and how it has created international business opportunities for accountants ＞"Evidently, the UK’s exit from the EU has created necessary demand and opportunities for practice outside of its borders." ＞how digital tech is transforming accounting and which technologies are adding most value to accountancy firm and their clients ＞"Digital transformation has continued, as the sector looks at ways to further embrace the digital shift and seize the opportunities that emerging technology presents." ＞why the day-long accountants training course has given way to more bite-size learning approaches for CPE or CPD and skills training ＞some of the various legal and regulatory changes accountants must stay current on, and how this affects their bandwidth for other things like innovation ＞the expanding threat to accountants and their clients of money laundering and fraud, leading to opportunities in cyber-security ＞"The pandemic has only served to exacerbate the growing problem of fraud, and as it has shown no signs of abating throughout 2021, neither have the efforts of fraudsters in finding new ways of operating." ＞why climate change represents significant opportunities for accountants with ESG and CSR initiatives becoming increasingly relevant ＞"As 2021’s door shuts and 2022’s opens, one thing now placed at the top of everyone’s agenda is tackling climate change, as businesses focus more on their impact on society and the environment." ＞the 'burning platform' of environmental and social governance in the light of COP26 summit and what it means for the businesses that accountants and CPAs serve ＞what the more proactive accounting professionals will be doing to capitalise on these challenges. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions...

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Episode 16. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Top 5 Biggest Challenges via Institute of Financial Accountants." Really interesting points arising from a piece via https://www.accountancyage.com/2022/01/03/2021-how-the-accountancy-industry-adapted-to-change-and-uncertainty/ (AccountancyAge) reviewing 2021 for the accountancy profession and the challenges firms have faced. All of these will loom larger in 2022. ➜ Special Guest Interview: "Strategic Technology Decisions in Accounting." Rob Brown interviews Jeremy Hyman, technology strategist, on how large accounting firms can make better strategic decisions when it comes to technology. ➜ Here's What Works: Martin Bissett shares practical advice and tips for accounting practitioners on "What Works for Accountants on Handling Price Sensitivity." With ever more discerning buyers and knowledgeable purchasing, what hope for accountancy professionals who feel their prospects and clients are always looking for the best deal/lowest price? ➜ Expert Interview: "People Development Tips for Growing Accounting Firms." Bill Reeb & Tommye Barie of Succession Institute tell Accounting Influencers host Rob Brown why people development matters for accounting firms & CPAs, plus how accountancy leaders can best upskill them. For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays . On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 19000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "Top 5 Biggest Challenges via Institute of Financial Accountants." Really interesting points arising from a piece via https://www.accountancyage.com/2022/01/03/2021-how-the-accountancy-industry-adapted-to-change-and-uncertainty/ (AccountancyAge) reviewing 2021 for the accountancy profession and the challenges firms have faced. All of these will loom larger in 2022. ➜ Wednesday: "Strategic Technology Decisions in Accounting." Rob Brown interviews Jeremy Hyman, technology strategist, on how large accounting firms can make better strategic decisions when it comes to technology. ➜ Thursday: Here's What Works: Martin Bissett shares practical advice and tips for accounting practitioners on "What Works for Accountants on Handling Price Sensitivity." With ever more discerning buyers and knowledgeable purchasing, what hope for accountancy professionals who feel their prospects and clients are always looking for the best deal/lowest price? ➜ Friday: "People Development Tips for Growing Accounting Firms." Bill Reeb & Tommye Barie of Succession Institute tell Accounting Influencers host Rob Brown why people development matters for accounting firms & CPAs, plus how accountancy leaders can best upskill them. ➜ Saturday: a short bonus episode from the client's perspective - "Why Didn't They Buy Part 4 - Struggling to Close the Deal." Great CPE or CPD for accountants with tips on preventing deals from stalling, avoiding ghosting from prospects and getting deals to close. ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays . On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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BONUS: "Why Didn't They Buy Part 3 - No Real Need for Our Firm" In today's bonus episode, we focus on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Today, the common misconception that the prospect you're talking to doesn't really need what you're offering. Key takeaways from this episode include: ⍟ where the misconception comes from that an accounting prospect doesn't have any real need to change ⍟ the difference between an order-taker and a value-maker when it comes to winning a new client for your accounting firm ⍟ why accountants and CPAs must take prospects beyond compliance conversations to uncover genuine needs ⍟ what 'we're being well looked after by our current accountants' actually means ⍟ the mistakes many accountants make in failing to prepare properly for a prospect meeting ⍟ the main reason accounting professionals may miss opportunities to land a new client in the prospect meeting ⍟ why it shouldn't fall to the prospective business client to educate themselves on what an accountant or CPA can do for them ⍟ why poor time management or being too busy to prepare is not a valid excuse for accountancy professionals who fail to convert a new business opportunity ⍟ the three key steps accountants must take to ensure they fully maximise new prospect opportunities ⍟ the benefits to accountants of considering the client lifetime value when they prepare to see potential new clients NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays . On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 15. In today's interview, "Client Experience 2.0 for Accounting Firms with Alison Ball." Alison Ball is the Director of Marketing and Influencer Strategy for Liscio which helps firms differentiate themselves by providing Client Experience 2.0TM to their clients. How do you make exchanging sensitive data and information with your clients delightful, trackable, and transparent across team members? Liscio does that just - everything in one place and designed from the ground up to be secure, mobile, and delightfully easy to use for clients and for staff. Before joining Liscio, Alison spent 15 years leading accountant influencer programs at Intuit. This interview was recorded earlier in 2021 and revisited here due to its high relevance to the accounting profession. Key takeaways from this episode include: ◆ what a career helping accountants and bookkeepers be more successful looks like ◆ why the accounting and fintech world is such a good place to be right now and a great career to go into ◆ the shocking percentage of US CPAs that are over retirement age, and probably the same in the UK and other countries ◆ how accountants and CPAs have coped generally with the pandemic and what has been especially challenging ◆ link to Alison's LinkedIn article on how accountants and bookkeepers can help their small business clients navigate through covid ◆ where accountants have more opportunities as a result of challenges their small business clients are facing ◆ the key things thriving accountancy firms do really well that struggling practices do not ◆ the three reasons why email has been such a drain for accounting professionals and their clients in the pandemic ◆ how Liscio coined the term "client experience 2.0" and what it means for accounting and CPA firms ◆ defining "client experience 1.0 and 1.5" and the three ways things have changed for accountancy practices ◆ the benefits for accountants and bookkeepers of providing a better client experience ◆ the critical ways remote working has affected the way CPAs and accountants in practice in servicing their clients ◆ how an accountant can know when they are giving their clients too many choices to communicate and control service ◆ questions an accounting firm can ask to help them decide what level of experience they are offering clients ◆ the key ways the accountancy experience for clients is inferior to the banking experience ◆ critical steps accounting practice can take to upgrade their client experience, both with mindset and with process ◆ how accountants can help their clients articulate what a great experience and good service looks like ◆ a checklist for CPAs and accountants to ensure their technology and processes are client friendly and effective ◆ the percentage of the world's population that is under 25 years old, and why they will not tolerate poor technology from accountants ◆ the keys for accountants and CPAs to be successful in the coming year (reference 2021 but equally applicable to 2022 and beyond) In her spare time, Alison grows amazing backyard vegetables and loves hiking in the San Francisco Bay Area. She believes that life is too short to spend it with mean people, and any day she can help someone else be successful is a good day indeed. Contact her here: http://liscio.me/ (Website and blog) https://liscio.me/blog/ How Accountants and Bookkeepers can help their Small Business Clients Navigate through COVID-19 published on LinkedIn by Alison Ball March 2020 https://www.linkedin.com/pulse/how-accountants-bookkeepers-can-help-small-business-clients-ball/ NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays . On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant...

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Episode 14. In today's practical episode, "What Works for Accountants on Making Clients Switch Firms". Martin Bissett explains how accountants and CPAs can make potential new clients need them and switch from a competitor. Key takeaways from this episode include: ➤ asking why a business owner or prospect would need to switch to your accounting firm ➤ questions that need compelling answers if a client is going to leave their current advisors to come over to your accounting firm ➤ the difference between the accountant's reasons why a client should switch and those of the prospect ➤ making a distinction between logic/facts and emotional/aspirational reasons to switch ➤ the importance of urgency and how a lack of it makes life easier for clients to reject a new accounting firm ➤ identifying the most common and pressing business issues that have motivated a client to hire your accountancy practice in the past ➤ what works when winning grade A new clients from your competition in an urgent and compelling way. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays . On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 13. In today's interview, "Negotiating & Pricing Tips for Accountants with Malcolm Smith." Malcolm Smith has a background in science and marketing which gives him unique insights into how businesses negotiate, transact and develop. Today he employs this considerable expertise through a portfolio of non-executive directorships and owned businesses. He is a keynote lecturer on Leadership, Project Management, Negotiation, Influencing and Consultative Selling at London Business School, Cass Business School, Oxford University SAID Business School and Cambridge University Judge Business School. Key takeaways from this episode include: ➜ how accountancy compares to other sectors in commoditising its offering, and what is driving that move ➜ the main reason accountants charge by the hour and why they shouldn't ➜ how even the revered doctors and general medical practitioners have become commoditised through availability of knowledge ➜ why accounting compliance has become less valued in the eyes of clients ➜ the major downside for accountants of becoming commoditised and undifferentiated ➜ how advanced tech like AI can allow you to be profitable as a commodity in accounting ➜ the dangers of 'proximity bias' that causes accountants to undervalue their skills ➜ tips for accounting firms to expand their core offerings into advising and consulting services ➜ an example of what 'proactive brilliance' looks like for an accountant ➜ the best way to find out what your 'value-adds' are as an accounting firm ➜ the benefits of asking your clients why they choose you and building your accounting firm's proposition around the answers ➜ the three value disciplines in a professional firm that allow you to charge premium fees ➜ the biggest cost in running an accounting firm, and why your fees need to reflect that ➜ the big mistake poor negotiators make when handling fee conversations with their accounting clients or prospects ➜ why non-F2F negotiation is more difficult than being in the same room as people ➜ the biggest issue for accountants when negotiating on video platforms like zoom ➜ the importance of the 'opening position' for accountants when negotiating deals and setting fees ➜ the dangers of using 'round numbers' when setting and negotiating your accounting or consulting fees ➜ negotiation tips for accounting firms, especially in a virtual, non-F2F world ➜ the problem many accountants make in giving away unilateral concessions in negotiations ➜ how accounting professionals can get much better and more confident in handling common sales objections ➜ why accountants should always quote money rather than hours for a particular job or service ➜ the importance for accountants to never invoice the negotiated amount. Malcolm was Speaker of the Year for Vistage International in 2007, 2011 and 2015 and has won the Outperformer Award every year since 2004. He scored the last goal ever at Eastville Stadium, Bristol UK) before it became an IKEA store. Contact him here: https://www.mindgamestraining.co.uk/ (Website and blog) https://www.mindgamestraining.co.uk/ https://www.linkedin.com/in/malcolmjamessmith (LinkedIn) https://www.linkedin.com/in/malcolmjamessmith NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays . On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical...

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Episode 12. In today's news episode, we discuss "IRIS Software's Play for Global Domination in Accounting." From the accountingTODAY site (link below) IRIS Software, a U.K.-based provider of accounting software, has acquired AccountantsWorld, a longtime provider of accounting and payroll software and cloud-based services to accountants, based in Hauppauge, New York. The deal is part of IRIS’s goal of expanding its foothold in North America. Its brands include IRIS Star Practice Management, IRIS FMP, IRIS Innervision, Practice Engine, Doc.It (which it acquired in July 2021), PSI Payroll, Senta and Conarc. Key takeaways from this episode include: ✓ what is behind the purchase of AccountantsWorld by IRIS Software and why it matters in North America ✓ how IRIS already have a significant UK presence and customer base with UK accounting firms as well as in HR and education ✓ the many significant brands and products currently serving accountants under the IRIS Software banner ✓ how IRIS Software are quickly becoming a major player and influencer in the accounting and fintech world ✓ why AccountantsWorld is a good fit for IRIS Software in the cloud accounting space ✓ the key takeaways of this purchase for accounting influencers and practitioners internationally The original article in accountingTODAY is here: https://www.accountingtoday.com/news/iris-software-acquires-accountantsworld (https://www.accountingtoday.com/news/iris-software-acquires-accountantsworld) NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays . On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 11. On this week’s Accounting Influencers Podcast: ➜ News - Martin discuss "IRIS Software's Play for Global Domination in Accounting" and what their recent acquisition of AccountantsWorld means for the accountancy world ➜ Special Guest Interview: "Negotiating & Pricing Tips for Accountants with Malcolm Smith." Malcolm is a global pricing and negotiation expert who shares with Rob Brown how accountants can price and negotiate better. ➜ Martin gives practical advice and tips on "What Works for Accountants in Switching Clients to Them." Winning business from competitors means making potential clients need what you're offering. Martin explains how this works. ➜ Expert Interview: "Client Experience 2.0 for Accounting Firms with Alison Ball." Alison tells Rob Brown how client expectations are rising plus what the latest and best client experience looks like for accountants & CPAs. For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays . On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ News - Martin discuss "IRIS Software's Play for Global Domination in Accounting" and what their recent acquisition of AccountantsWorld means for the accountancy world ➜ Special Guest Interview: "Negotiating & Pricing Tips for Accountants with Malcolm Smith." Malcolm is a global pricing and negotiation expert who shares with Rob Brown how accountants can price and negotiate better. ➜ Martin gives practical advice and tips on "What Works for Accountants in Switching Clients to Them." Winning business from competitors means making potential clients need what you're offering. Martin explains how this works. ➜ Expert Interview: "Client Experience 2.0 for Accounting Firms with Alison Ball." Alison tells Rob Brown how client expectations are rising plus what the latest and best client experience looks like for accountants & CPAs. For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays . On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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BONUS: "Why Didn't They Buy Part 2 - They Weren't Unhappy With Current Accountants." In today's bonus episode, we focus on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Key takeaways from this episode include: ★ a recap of last week's bonus episode about why prospects don't buy accounting services when accountants think they are talking to the wrong person ★ what leads accountants to think their prospects are not unhappy enough with their current advisors, and so will not switch ★ considering why a prospective business client would invite an accountant to meet if they were not intending to buy or serious about switching firms ★ what has to happen for a business to want to change their accounting advisors ★ the mistake accountants make in using too much jargon in selling to potential new business clients ★ what makes accountants and CPAs wilfully ignorant of how business clients buy and engage new accounting services ★ why problems still remain with pricing new business for accounting professionals ★ how to overcome the perception that potential new accounting clients are not unhappy enough with their current providers NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 4 weekdays as standalone episodes, plus a bitesize highlights digest or bonus episode on Saturdays . On Sundays, listeners get a 2 min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 10. In today's interview, "Emerging Technologies in Accounting with Randy Johnston." Randolph P. (Randy) Johnston, MCS has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021. His influence throughout the accounting profession is highlighted once again this year by being a recipient of the 2021 Accounting Today Top 100 Most Influential People in Accounting award for the eighteenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, features for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. Key takeaways from this episode include: ➯ what's happening with emerging technologies like robotic process automation, artificial intelligence and machine learning in accountancy ➯ the kind of jobs, tasks or roles accountants have traditionally done that technology and automation will make redundant ➯ whether the accountant and CPA as we know them will ever become extinct because of technology or actually make them more effective ➯ how accounting firms are using data technologies such as predictive analytics to assess how people will act and buy, and to forecast the future ➯ the place of assistive technologies like voice, bio and visual recognition in accounting services ➯ how language barriers can assist accountants with international business using accurate simultaneous translation ➯ how pre-accounting and post-accounting tools are affecting the profession in coming years ➯ the role of high performance communication and cell phone technologies like 5G, Wi-Fi 6E and satellite for accountancy practices and fintech providers ➯ whether the changes in technology are making life easier for accountants or requiring them to be more techy and geeky ➯ the role of digital plumbers in connecting the various technologies and systems for accountants and their business clients ➯ the accounting software and technology products and areas that have not evolved as quickly as they should have ➯ what has held some technologies back in accounting firms, particularly in the areas of workflow and compliance ➯ What should be the hiring policy for accounting firms that want to grow, and how to lower the churn rate in professional practices ➯ the difference between flyers and eagles in accounting firm recruitment and retention ➯ the importance for accountancy practices of diversifying their hiring policies beyond certifications and qualifications ➯ what needs to be done in the area of CPE or Continuing Professional Education for better learning and upskilling of accountants and CPAs      ➯ the importance of continuous learning, skills development and acquiring commercial acumen for accounting professionals ➯ addressing the vendor agenda - why most sellers of software and technology are not independent or objective in selling their products to accounting practices ➯ what goes wrong when accountancy firms waste huge money on software that is not fit for purpose ➯ crystal ball - what is key for accounting firms or the profession generally in the next few years Contact Randy here: randy@k2e.com or randyj@nmgi.com Websites http://www.randyjohnston.com/ (www.randyjohnston.com) http://www.technologybestpractices.com/ (www.technologybestpractices.com) http://www.nmgi.com/ (www.nmgi.com) http://www.k2e.com/ (www.k2e.com) Or on social...

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Episode 9. In today's practical episode, Martin gets to the heart of client ethics and truly caring by sharing "Here's What Works in Showing Clients You Are Interested." Key takeaways from this episode include: 》 the first thing potential new clients must be convinced of before they will work with a new accountant or CPA firm 》 how a business owner can spot insincerity a long way off, and what this looks like when they meet accounting professionals 》 the problem for accountants of using 'I'm so busy' as a badge of honor and why it turns off new clients 》 what attention, sincerity and interest of an accountant or CPA in a potential new client actually looks like 》 the importance for accountants of dedicating time to would-be and existing clients 》 pushing back on accountancy professionals who claim they are too busy to build relationships and talk to clients 》 the type of phone call CPAs and accountants rarely ever make to even their best clients NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays . On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 8. In today's interview, "Growth Insights for Accounting Firms from Gale Crosley." Gale Crosley was selected one of the 10 Most Recommended Consultants in the Inside Public Accounting BEST OF THE BEST for the fourteenth year, and one of the Top 100 Most Influential People in Accounting by Accounting Today for the thirteenth consecutive year. She consults with mid-market accounting firms, assisting managing partners, partners, and marketing directors, to effectively increase their firm’s revenues. Key takeaways from this episode include: ➤ Why the most significant changes in the accounting profession have occurred in the last 5-7 years ➤ How growth and technology are connected in the accounting world ➤ How the cloud really changed the game for accounting firm growth ➤ What is stopping accounting firms from innovating and adopting new technology ➤ How the covid world has impacted further the deep changes that were happening in professional firms ➤ How accountants and CPAs cope with change compared to the rest of the world ➤ How covid has affected the technology firms rely on to grow revenue ➤ Why accountants no longer have to be face to face with prospects to win new business ➤ Why the networking and referral approach to winning business is outdated ➤ The new phase of referral generation for accountants and CPAs in a covid world ➤ How a growth consultant transforms an accounting firm ➤ The key skills many accountants lack in moving from technicians to consultants and advisors ➤ Who the real competition are for accounting firms who want to grow ➤ The areas where accounting firms are losing market share and missing out on growth due to external competition ➤ The danger signs of complacency with accounting firms behaving like fat cats Gale’s 35 plus years of experience features a unique combination as a practicing CPA at Arthur Andersen, PwC, and a local CPA firm. She has also held senior management roles in business development and marketing in the cutting edge technology environment with IBM, MCI and several start-up technology companies.  Contact Gale here: https://www.crosleycompany.com/ (Website and blog) https://www.crosleycompany.com/ https://www.linkedin.com/in/galecrosley/ (Gale on LinkedIn) https://www.linkedin.com/in/galecrosley/ NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays . On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 7. In today's news episode, Martin asks "Accounting & CPA Firms - Do You Have a Pipeline of Employees?" Key takeaways from this episode include: ⍟ the key areas there where there is still work to be done in the accountancy profession ⍟ what is driving pay gaps in accounting firms according to PWC and Accountancy Age ⍟ the concept of a pipeline of future employees to ensure the future of diversity in the accounting profession ⍟ the difference between a pipeline of prospects and a pipeline of talent for accountancy and CPA firms ⍟ how both a prospect and an employee pipeline allows an accounting firm to control future fees and future team ⍟ what helps build a talent pipeline to attract the best employees to your accountancy practice ⍟ why a talent pipeline should also include future leaders for accounting firms ⍟ how a competitive advantage is lost through poor planning for future accountancy recruitment NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays . On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 6. On this week’s Accounting Influencers Podcast: ➜ News - Martin asks "Accounting & CPA Firms - Do You Have a Pipeline of Employees?"  ➜ Special Guest Interview: "Growth Insights for Accounting Firms from Gale Crosley." ➜ Martin offers practical advice and tips for accounting practitioners on "Here's What Works in Showing Client You Are Interested." ➜ Expert Interview: "Emerging Technologies in Accounting with Randy Johnston." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin asks "Accounting & CPA Firms - Do You Have a Pipeline of Employees?"  ➜ Wednesday: "Growth Insights for Accounting Firms from Gale Crosley." ➜ Thursday: Martin offers practical advice and tips for accounting practitioners on "Here's What Works in Showing Client You Are Interested." ➜ Friday: "Emerging Technologies in Accounting with Randy Johnston." ➜ Saturday: Bonus episode from the client's perspective "Why Didn't They Buy Part 2 - They Weren't Unhappy With Current Accountants" ➜ Sunday: Short trailer for next week's episodes - a teaser of what's coming up on the show. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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BONUS: "Why Didn't They Buy Part 1 - Talking to the Wrong Person" In today's bonus episode, we focus on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Key takeaways from this episode include: ➜ the missing piece in accounting and fintech podcasts all over the world ➜ why it's vital for accountants to get the perspective of the business owner who is buying accounting services ➜ why client retention and winning new work is high on the agenda of accounting firms this year ➜ the tendency of prospects who don't hire an accountant to hide behind polite excuses which hide the real reasons ➜ the problems for accountants of pitching to prospects where the major decision maker or major buyer is not present ➜ the value of understanding both sides of a buying conversation when accountants are looking for new clients ➜ the key lesson to learn for accountants when they feel they are talking to the wrong person in a buying situation ➜ what accountants can learn about dating somebody and apply to winning new Grade A accounting clients NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays . On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 5. In today's interview, prominent accounting influencer Randy Johnston brings 45 years of experience to share the critical areas for accounting firms and CPAs in the coming year. Randolph P. (Randy) Johnston, MCS has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021. His influence throughout the accounting profession is highlighted once again this year by being a recipient of the 2021 Accounting Today Top 100 Most Influential People in Accounting award for the eighteenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, features for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. Key takeaways from this episode include: ✓ why it's impossible now to separate accountancy from technology, and what this means for the profession ✓ why 2021 wasn't a stellar year for accounting, and that's not just because of the Covid pandemic ✓ how the contingency approach to running CPA firms is hindering growth and innovation in accounting ✓ why best practice is no longer easy to define for accountants ✓ how the sheer pace of change in technology has made it difficult for accountants to stay ahead of the game ✓ the two most critical areas for the accountancy profession that must be addressed in 2022 ✓ the conflicts arising from a lack of objectivity and independence within the software and fintech world serving accountants ✓ how advisory services are now catching on for accountants to their clients but a lack of expertise still holds them back ✓ the key difference between education and training for accountants that makes them more reactive and narrow in their focus ✓ what separates the good accounting firms/accountants from the great ones ✓ comparing the backward-looking compliance approach with a more proactive approach of an advisory, whole of client approach ✓ why client focus should always be a priority for accountants and CPAs, but why some have taken their eyes off their clients ✓ what made Randy's two favorite words/phrases in 2021 for accounting and fintech were 'client experience' and 'collaboration' ✓ the single biggest reason accounting professionals lose their client focus and become more internally than externally oriented ✓ the main reason accountancy practices get client experience wrong (hint - it's to do with leadership and culture) ✓ simple ideas to help accountants be more proactive, anticipatory and responsive with their clients ✓ where valuable commercial acumen and business awareness can come from for accountants and CPAs ✓ the two reasons why accountants fall short with their current clients that make those clients open to being poached by other professionals ✓ the two biggest challenges accounting firms face if they want to grow next year ✓ how accountants and CPAs can quickly decide their priorities to be more client and team focused ✓ 3 valuable pieces of advice for accounting leaders going into a new year and a new season When not working, Randy, his wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in today’s interview. Contact Randy here: randy@k2e.com or randyj@nmgi.com Websites...

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Episode 4. In today's practical episode, Martin Bissett offers up real-world tips on "Here's What Works in Goal Setting for Accountants." Key takeaways from this episode include: ＞why giving away things for free is a taboo subject for accountants ＞the kind of things professionals gift away for nothing and how it hurts them ＞the flawed reasons accountants and CPAs justify giving away knowledge and resources for free ＞how the value sharing conversation goes for accountants when giving away know-how for nothing ＞better alternative phrases and scripts accountants can substitute to preserve their knowledge ＞the importance of practising the handling of tough questions and situations for accountants ＞asking whether accountants are acting as not for profits or charities by not having the confidence to charge for and position their expertise ＞how accountants and CPAs can ensure their clients value their expertise and knowledge ＞what stops accountants from handling their intellectual property in the right way NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 4 weekdays as standalone episodes, plus a bitesize highlights digest or wrap up on Saturdays . On Sundays, listeners get a 2 min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Thursday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 3. In today's interview, "Martin Bissett on Accounting Generations, Changes & Predictions." Martin Bissett is THE trusted adviser to accounting leaders and future leaders internationally. He creates professional communities for fintech vendor partners as well as a range of accounting networks, associations and alliances. He is a knowledge partner to accounting influencers globally and has authored 9 books including Passport to Partnership, content from which has been adopted into the curriculum of AAT Level 3 courses, and taught in selected UK colleges and US CPA Societies. Key takeaways from this episode include: ➯ the difference between working IN and working ON the accounting profession ➯ the importance of an independent perspective and voice commenting on the accounting and fintech world ➯ what Generation 3.0 looks like for the accountancy profession and an indictment on their achievements ➯ what separates the current generation of accounting professionals from previous ones and how it's moved on from 'fat white rich people' ➯ what the increased availability of university education has done for the current generation of accounting professionals ➯ how accountancy is less a middle class profession, especially with the advent of digital technology ➯ questioning the content and nature of accounting qualifications - are they fit for purpose? ➯ the key components lacking in today's accountancy qualifications and certifications ➯ is accountancy as a career becoming less attractive or have talent shortages always been present? ➯ the power wielded by the BIG 4 accounting firms in controlling the cream of the talent pool ➯ the main flaw in the way accounting firms recruit their next generation of talent ➯ the rationale behind accounting firms running a pipeline of people like a pipeline of prospects ➯ the main causes of the talent shortage in the accountancy profession ➯ the extent to which accounting firms have improved over the years and in which ways ➯ what has not changed in accountancy and CPA practices in the last 30 years ➯ why being closer to their clients during the pandemic is actually not a claim to success for accounting professionals ➯ the key factors that have hindered change in accounting compared to other sectors and industries ➯ how a lack of competition means accounting firms do not innovate and change as much as they could ➯ the evolution of the term 'business advisory' and other ramped up role descriptions in the accounting world ➯ Shout out to Ron Baker and his crusade on pricing, though too few accountants have implemented his advice ➯ the principle reason pricing for accountants and CPAs has not changed significantly over time ➯ the only thing that will make accounting firms change their pricing models and value their worth ➯ why innovation is much easier for accountancy practices now than in previous years, though few take advantage of it ➯ how a lack of incentive or economic imperative stifles change in accountancy ➯ what private equity in accountancy will do in forcing commercialism into the profession ➯ the fundamental difference between an accounting business and an accounting practice ➯ the power of accounting-related outcomes and storytelling to change the perception of accounting ➯ what gift accountants and CPAs should be giving themselves to make themselves, their practice and their profession more impactful ➯ what this current generation of accountants and CPAs need to show more of to make a difference in their careers and in the world Martin has spoken to audiences from over 40 nations on 4 continents and is retained by AccountingWeb and the International Accounting Bulletin as a judge of their prestigious awards. He writes for AccountingToday, AccountingWeb, CPA Practice Advisor and Chartered One. He has much to say on helping the accounting profession adopt an advisory role towards clients by moving away from compliance in order to create...

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Episode 2. In today's news episode, we discuss "Impact of Covid on the Accounting & Fintech World." Key takeaways from this episode include: ➨ why accountants are in danger of being controlled by fear and abundance of caution ➨ the factors that mitigate the risks of covid and thus undermine fear and caution for accounting firms ➨ how greater knowledge in accountants leads to a better understanding of covid and its effects on life and business ➨ the difference between fear and caution, and how it spoils the plans and goals of accounting professionals ➨ what we do know about covid and how it adversely affects our lives ➨ viewing the news as an advisory source vz a mandatory authority to rule over us ➨ why covid is not going away and why we must still be careful in these challenging times ➨ how retirement dates and goals will not wait for the pandemic to be over ➨ how accountants can still do all of the things they did before, just with some adaptations ➨ the mistake of putting plans and visions on hold while you hope things return to normal NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 4 weekdays as standalone episodes, plus a bitesize highlights digest or wrap up on Saturdays . On Sundays, listeners get a 2 min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Thursday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Season 2 Episode 1. To kick off a new year and a new season, on this week’s Accounting Influencers Podcast: ➜ News: Martin explores the "Impact of Covid on the Accounting & Fintech World." ➜ Special Guest Interview: "Martin Bissett on Accounting Generations, Changes & Predictions." ➜ Here's What Works: Martin offers practical advice and tips for accounting practitioners on "Here's What Works In Not Giving Away Your Knowledge for Free." ➜ Expert Interview: Rob talks to an accounting software legend on "Critical Areas for Accountants in 2022 with Randy Johnston." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays . On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin explores the "Impact of Covid on the Accounting & Fintech World." ➜ Wednesday: "Martin Bissett on Accounting Generations, Changes & Predictions." ➜ Thursday: Martin offers practical advice and tips for accounting practitioners on "Here's What Works In Not Giving Away Your Knowledge for Free." ➜ Friday: Special Interview - "Critical Areas for Accountants in 2022 with Randy Johnston." ➜ Saturday: Bonus new series from the accounting client's perspective, starting this week with "Why Didn't They Buy Part 1 - Talking to the Wrong Person?" ➜ Sunday: Short trailer for next week's episodes - a teaser of what's coming up on the show. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays . On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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In today's bonus episode, Rob Brown reveals findings from searching the term "challenges accounting firms face" and reveals the key issues according to the journalists, vendors and experts in the accounting and fintech space. Sources are below and include Wolters Kluwer, Accountex, AccountingWeb, accountingTODAY, Hinge Marketing, PracticeWeb, Oracle and others. Key takeaways from this episode include: ✓ the recurring themes and challenges for accounting firms and practitioners over the years ✓ the challenge for accountants of meeting increasing client expectations as the bar gets higher ✓ different ways of phrasing the downward price pressure on and commoditisation of compliance fees for accountants ✓ the need for accounting professionals to upskill in soft skills and technological capability ✓ how there's no escaping the talent crisis in accounting and why it's an increasing problem ✓ why best practice last year is not always relevant or the same this year ✓ comments on the way buyers buy professional services in a virtual world ✓ the impact for accountancy firms of managing a workforce remotely and retaining talent ✓ notable mentions for key challenges include globalisation, cybersecurity, advisory work, leveraging technology, automation and mental health Anything you would add to this list? Let us know! SOURCES: https://www.accountingweb.co.uk/community/industry-insights/top-five-challenges-facing-the-accountancy-profession https://www.practiceweb.co.uk/knowledge/challenges-facing-the-accounting-profession-in-2021 https://hingemarketing.com/blog/story/the-top-5-business-challenges-for-accounting-financial-services-firms https://www.accountex.co.uk/insight/2019/02/18/accountant-challenges https://www.accountingtoday.com/news/the-accounting-professions-biggest-challenges https://marketfit.co/top-10-predictions-and-challenges-for-the-accounting-profession/ https://www.netsuite.com/portal/resource/articles/accounting/accounting-challenges.shtml https://www.wolterskluwer.com/en-gb/expert-insights/5-challenges-facing-accountants-in-2019-and-how-to-solve-them https://www.acecloudhosting.com/blog/challenges-accountants-cpas-face-and-solutions/ NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 4 weekdays as standalone episodes, plus a bitesize highlights digest or bonus episode on Saturdays . On Sundays, listeners get a 2 min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Thursday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 85. On today's season ending show, we end with a bang as Rob interviews pricing legend Ron Baker about pricing 2.0 for accountants and CPAs. 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. His radio show Soul of Enterprise with Ed Kless goes out weekly. Ron is also Chief Value Officer at Armanino LLP, the 23rd largest firm in the USA. Ron has been an instructor with the California CPA Education Foundation since 1995 and has authored twenty courses, and seven best-selling books, including: The Firm of the Future, Pricing on Purpose and Implementing Value Pricing. Key takeaways from the full uncut interview include: ➯ Customers don’t care about the time you spend doing things, what they are about are the outcomes ➯ Accountancy is not alone in struggling with the billable hour – any industry that sells time has challenges with pricing ➯ The billable hour only looks at inputs, not outcomes, and takes no account of value ➯ Value was first defined by economists and is the maximum amount a customer is willing to pay for an item ➯ Value is not a number, it’s a feeling – accountants have a problem with non-quantifiable things ➯ When it comes to value pricing, accountants have to be comfortable with ambiguity and psychology ➯ Accountancy has a relevancy problem – it’s a deteriorating paradigm that becomes increasingly complex but explains less and less ➯ If accountants think stock market investors are using their financial statements to make decisions, they are insane – it’s all too old and historical ➯ The accountancy profession is stuck in a 100 year old business model of ‘we sell time’ ➯ With Value Pricing 1.0, pricing and packaging was customised for each client ➯ The subscription business model is a massive macro economic trend which has a place in the accounting profession ➯ Value Pricing 2.0 is more focused on not pricing a product or service, but rather the client relationship, transformation and peace of mind ➯ Throughout commercial history, anytime a business model changes, the pricing strategies change and also the metrics or KPI dashboards ➯ The growth of ‘concierge medicine’ in the US is basically selling insurance and peace of mind ➯ How Porsche are using value pricing 2.0 with subscription models to their vehicles ➯ Any profession or business can be turned into subscription model like Spotify, Amazon, Netflix or accountancy ➯ Subscription models for accounting firms create predictable revenue and greater customer loyalty ➯ We all buy insurance – it’s a 3.3tn industry, so why not buy accounting services in the same way to get peace of mind? ➯ Amazon Prime members spend 7x more than non-Prime members – it was never about free-shipping but ‘buy everything here’ ➯ New accounting firms have no tolerance for the billable hour – 10 of the top US 100 accounting firms are using value pricing ➯ Lawyers started timesheets and billable hours in 1919, and there has been little change in 100 years ➯ How ideas, intellectual capital and knowledge separates the good firms from the great ones, so dynamic learning, innovating firms make great firms ➯ Think what Amazon (and Facebook) know about you – knowledge of your clients gives accountants a competitive advantage ➯ The best accountants or CPAs are always investing in their human capital – curious and constantly learning ➯ Why accountants should find a new specialty every 5 years ➯ Do you want to be led by someone who doesn’t read 50 books a year, because where are they getting their ideas from? ➯ Why ‘The End of Accounting’ by Baruch Lev and Feng Gu is a ‘nuclear bomb and should be debated by the whole accountancy profession ➯ How Ron Baker went from pro-choice to pro-life on the abortion issue ➯ We learn more from...

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Episode 84. In today's practical episode, Martin Bissett on "Here's What Works on Re-Energizing for Accountants." Key takeaways from this episode include: ⍟ the importance of evidence based tips for improvement on accounting firms based on what has actually worked ⍟ why NOW is the perfect time for accounting professionals and CPAs to be re-energizing ⍟ examples of what accounting firm leaders and owners might think re-energizes their practice but really doesn't ⍟ 3 internal measures to help accountants and CPAs ensure that this year will be better than last year ⍟ why google searches for an accounting firm's services rarely result in the interesting work and substantial fees they like ⍟ why there is a difference between being expensive and being valuable for accounting practitioners ⍟ the mindset that recognises that not all business is good business for accounting practices ⍟ how understanding what you are worth will re-energize your accounting firm and stop you taking low value work ⍟ the importance of average fee values in your accounting practice and how to set targets to raise them ⍟ the benefits for accountants of identifying your bottom or lowest value clients and the different criteria to help you do that NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 4 weekdays as standalone episodes, plus a bitesize highlights digest or wrap up on Saturdays . On Sundays, listeners get a 2 min trailer for the coming week's episodes. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 3. On today's show, Former Big 4 accountant Andy Salkeld shares his story of stress, depression, attempted suicide and subsequent recovery with podcast show host Rob Brown. Andy Salkeld is a former accountant (Big 4), corporate financier and business intelligence specialist who seemed to have it all. But Andy lives with depression and has been suicidal. Now an investor co-owner of a small business, he speaks and writes openly about mental health and depression in professional life. Key takeaways from this interview include: ➜ how accountants and CPAS often introduce themselves as what they do, not who they are, and why this is bad ➜ how the perceived stigma of mental health affects professionals like accountants ➜ the competitive 'Darwinian' nature of professions that involve the mind - the survival of the fittest ➜ the huge pressures accountants are under in building their career, and why any sign of weakness can be detrimental ➜ how good or not accountants are at handling change, disruption and pressure ➜ much of a professional's self worth, identity and acceptance is wrapped up in what they can do, not who they are ➜ how accountancy is like football in being a performance business with massive pressure to get results ➜ how accounting firm leaders and cultures are rarely equipped to deal with admissions of mental health and stress ➜ why in a data driven industry, it's hard to make decisions about complex emotions inherent in mental health ➜ how a greater acceptance of mental health and liberation of views has led to a better understanding of the impacts ➜ how accounting leaders do genuinely care but don't always know how to help staff with mental health ➜ the importance of sharing your struggles and vulnerabilities in work situations, especially if you're in a leadership role ➜ why nobody has all the answers to mental wellbeing, especially in times of great disruption and uncertainty ➜ an example of the chain of events that might lead someone to take their own life ➜ the song lyric that turned a suicidal depressive's life around to now helping other professionals deal with mental health ➜ the role of therapists and counsellors in helping you articulate complex emotions and situation When not working, Andy loves playing board games, listening to ska and pop-punk music and cooking. He lives with his cat Pika – named after a Pokémon – in Leeds, UK. Recently he has been teaching himself music from no prior knowledge using only a GameBoy. You can reach him here... https://andysalkeld.com/ (Website) https://andysalkeld.com/ https://www.linkedin.com/in/andysalkeld/ (LinkedIn) https://www.linkedin.com/in/andysalkeld/ NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 4 weekdays as standalone episodes, plus a bitesize highlights digest or bonus episode on Saturdays . On Sundays, listeners get a 2 min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Thursday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 82. In today's news episode, Martin Bissett bring the report card for accounting in "2021 Year End Review for the Global Accountancy Profession" Key takeaways from this episode include: ★ what an assessment of the accounting and fintech world might look like as a report card ★ how confidence and hope came back to start 2021 with opening up of F2F events and lifting of some restrictions in accounting ★ how Covid brought accountants closer to their clients to know what they really needed, implying they weren't so close before ★ forecasts for the accountant-client relationship and the role fintech and software vendors play in that ★ why accountants should be in no doubt that they are still the trusted advisor for businesses, but not for long if some powerful vendors have their way ★ why so many accounting firms who make great plans and have great ideas fail to execute them ★ the impact of private equity money and consolidation of accounting firms in commercialising the profession ★ the challenge for accounting firms and their leaders in choosing who they will be for their clients and staff ★ the overall grade for accounting based on effort, diligence and proactivity NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 4 weekdays as standalone episodes, plus a bitesize highlights digest or wrap up on Saturdays . On Sundays, listeners get a 2 min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Thursday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 81. On this week’s Accounting Influencers Podcast: ➜ News - Martin conducts "2021 Year End Review for the Accounting & Fintech World."  ➜ Special Interview: "Depression & Mental Health in the Accounting World with Andy Salkeld" ➜ Martin offer up practical advice and tips for accounting practitioners on "Here's What Works on Re-Energizing for Accountants." ➜ Expert Interview: "Value Pricing 2.0 for Accountants with Ron Baker" NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 4 weekdays as standalone episodes, plus a bitesize highlights digest or wrap up on Saturdays . On Sundays, listeners get a 2 min trailer for the coming week's episodes. Hosts Martin and Rob love to hear from the show's 18000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues. 

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "2021 Year End Review for the Accounting & Fintech World."  ➜ Wednesday: Special Interview: "Depression & Mental Health in the Accounting World with Andy Salkeld" ➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "Here's What Works on Re-Energizing for Accountants." ➜ Friday: Expert Interview: "Value Pricing 2.0 for Accountants with Ron Baker". ➜ Saturday: Bonus Episode - The Top Challenges for Accountants in 2022 According to Experts. ➜ Sunday: Short trailer for next week's episodes - a teaser of what's coming up on the show. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 4 weekdays as standalone episodes, plus a bitesize highlights digest or special bonus short episode on Saturdays . On Sundays, listeners get a 2 min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Thursday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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In today's bonus UNCUT episode, Mike Michalowicz, founder of Profit First Professionals, tells Accounting Influencers host Rob Brown why accountants should stand out and be different... Mike Michalowicz is the author of several books including Get Different, Fix This Next, Clockwork, Profit First, The Pumpkin Plan and The Toilet Paper Entrepreneur. His books have been translated into 10 languages and he speaks to business audiences globally. He built and sold two technology service based companies before starting Profit First Professionals, a global community which support accountants, bookkeepers and other financial professionals to substantially differentiate themselves in the market - so they can dictate a premium for their services and attract more clients. He has a passion for entrepreneurialism and regularly shares experiences and advice with first time entrepreneurs. He also sits on formal and informal advisory boards and has relationships with the angel and early-stage investment community. Key takeaways from the full uncut interview include: ★ The Profit First methodology and why it makes behavioural but not logical sense ★ The number one source of new business for accountants and why it's a challenge ★ The origins of the book 'Get Different - Marketing That Gets Noticed and Gets Results ★ How the human mind evaluates marketing messages ★ Why accountants and bookkeepers need to stand out and get noticed in today's competitive world ★ The DAD framework professionals can use to differentiate their offering to potential new clients ★ The one area accountants and bookkeepers should avoid best practice ★ What R&D (research and development) really stands for in the marketing world ★ How Covid has changed the way accounting firms need to present themselves ★ How Amazon actually grabbed 23% more revenue during the pandemic ★ Why marketing is the ultimate act of kindness for small businesses ★ What makes it easier for accountants to stand out in today's noisy world of marketing ★ The 'invisible ink' email strategy to differentiate your message and get more opens ★ The mistake of trying to be 'too different' in positioning your products and services ★ What accounting firms can learn from other industries about differentiated marketing ★ Why accounting professionals should think more like business owners and entrepreneurs ★ What will happen to those accounting firms who don't see marketing as a necessity ★ First steps for accountants and bookkeepers who want to 'stand out without standing out' ★ How to build the confidence to do things differently in marketing your accounting services ★ How accountants can reframe 'sales calls' to be more confident in helping clients ★ What the future of marketing looks like for accounting firms in coming years ★ The one thing potential clients trust more than people when it comes to buying ★ Why the argument on whether to specialise or niche has been proven for accountants. When not working, Mike likes running and biking. He's recently made a commitment to go to more concerts and college football. https://www.linkedin.com/in/mikemichalowicz/ (Connect to Mike on LinkedIn) https://www.linkedin.com/in/mikemichalowicz/ https://www.gogetdifferent.com/ (Check out Mike's gook Get Different) https://www.gogetdifferent.com/ https://profitfirstprofessionals.com/ (Check out Profit First Professionals) https://profitfirstprofessionals.com/ NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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On today's bonus UNCUT episode, Rob Brown interviews former global CEO of Praxity, Graeme Gordon who shares his stories and lessons from a life in leadership. Graeme Gordon is a chartered accountant and prior to joining Praxity was Managing Director and Senior Tutor of Emile Woolf Group, the international training and development firm. He was also previously Group Finance Director of a technology company listed on the London Stock Exchange. Graeme has extensive international experience including in Europe, Russia, North America, the Far East, the Indian Sub-Continent and the Middle East. He is a member of the Council of the Institute of Chartered Accountants in England and Wales and formerly twice President of the Thames Valley Chartered Accountants. Key takeaways from the full uncut interview include: ＞From the Navy, a double glazing franchise and the NFL to CEO of Praxity – the journey of Graeme Gordon in 60 seconds ＞Why the Praxity Accounting Alliance is a very unique animal and just behind BDO and Grant Thornton in size and reach ＞The lure of variety and the ability to make a difference in creating a job that you love doing – applicable to all jobs but particularly to accounting professionals ＞The key differences between an accounting alliance and an accounting network – useful to know if you’re in one or thinking of joining one ＞Questions an accounting firm might ask themselves in considering whether to join an accounting alliance ＞Three stand-out benefits of joining an established and global accounting alliance like Praxity ＞Why it’s vital that specialists in accounting firms know their opposite numbers in different countries ＞The importance of collaboration within firms and within member firms of a network or alliance ＞Speed dating for managing partners of large accounting firms why it works for networking and collaboration ＞Culture and values must fit if firms are going to merge well and fit well into an alliance like Praxity ＞Ways to ascertain the values and culture of an accounting firm with ‘due diligence’ ＞The number one quality that’s present in the very best accounting professionals, especially the ones that have to win work ＞What makes a good managing partner in an accounting firm of any size ＞What is ‘co-opetition’ and how does it help accounting firms to collaborate optimally across countries and cultures? ＞One of the biggest advantages of being able to tap into an alliance like Praxity is the shared intelligence of plans, problems and strategies ＞Thoughts on legacy and reputation in your accounting role – what will people say about you after you’re gone? ＞The critical way in which running a global accounting alliance is different to running a Navy mission! ＞The accounting audit in 10 years will be very different from the audit from just a few short years ago, and how AI will affect that… Before becoming a chartered accountant Graeme served as an officer in the Royal Navy. Praxity is the largest Alliance of Independent Accounting, Tax and Consulting Firms in the world. As at January 2018, 64 Firms in over 100 countries with 700+ offices, 3,500+ partners and 37,500+ other professionals and a combined turnover of US$5.25bn. Find out more at www.praxity.com or to contact Graeme directly: Graeme on LinkedIn: https://www.linkedin.com/in/graeme-gordon-/ (https://www.linkedin.com/in/graeme-gordon-/) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 80. On today's show, Mike Michalowicz, founder of Profit First Professionals, tells Accounting Influencers host Rob Brown why accountants should stand out and be different... Mike Michalowicz is the author of several books including Get Different, Fix This Next, Clockwork, Profit First, The Pumpkin Plan and The Toilet Paper Entrepreneur. His books have been translated into 10 languages and he speaks to business audiences globally. He built and sold two technology service based companies before starting Profit First Professionals, a global community which support accountants, bookkeepers and other financial professionals to substantially differentiate themselves in the market - so they can dictate a premium for their services and attract more clients. He has a passion for entrepreneurialism and regularly shares experiences and advice with first time entrepreneurs. He also sits on formal and informal advisory boards and has relationships with the angel and early-stage investment community. Key takeaways from the full uncut interview include: ★ The Profit First methodology and why it makes behavioural but not logical sense ★ The number one source of new business for accountants and why it's a challenge ★ The origins of the book 'Get Different - Marketing That Gets Noticed and Gets Results ★ How the human mind evaluates marketing messages ★ Why accountants and bookkeepers need to stand out and get noticed in today's competitive world ★ The DAD framework professionals can use to differentiate their offering to potential new clients ★ The one area accountants and bookkeepers should avoid best practice ★ What R&D (research and development) really stands for in the marketing world ★ How Covid has changed the way accounting firms need to present themselves ★ How Amazon actually grabbed 23% more revenue during the pandemic ★ Why marketing is the ultimate act of kindness for small businesses ★ What makes it easier for accountants to stand out in today's noisy world of marketing ★ The 'invisible ink' email strategy to differentiate your message and get more opens ★ The mistake of trying to be 'too different' in positioning your products and services ★ What accounting firms can learn from other industries about differentiated marketing ★ Why accounting professionals should think more like business owners and entrepreneurs ★ What will happen to those accounting firms who don't see marketing as a necessity ★ First steps for accountants and bookkeepers who want to 'stand out without standing out' ★ How to build the confidence to do things differently in marketing your accounting services ★ How accountants can reframe 'sales calls' to be more confident in helping clients ★ What the future of marketing looks like for accounting firms in coming years ★ The one thing potential clients trust more than people when it comes to buying ★ Why the argument on whether to specialise or niche has been proven for accountants. When not working, Mike likes running and biking. He's recently made a commitment to go to more concerts and college football. https://www.linkedin.com/in/mikemichalowicz/ (Connect to Mike on LinkedIn) https://www.linkedin.com/in/mikemichalowicz/ https://www.gogetdifferent.com/ (Check out Mike's gook Get Different) https://www.gogetdifferent.com/ https://profitfirstprofessionals.com/ (Check out Profit First Professionals) https://profitfirstprofessionals.com/ NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus UNCUT episode at the weekend. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 79. In today's practical episode, "Postcards From Practice - Achievements Accountants Can Emulate". Martin Bissett shares a letter from an accounting practitioner outlining some of their major achievements in the last year, and asks what stops other professionals doing similar things. Key takeaways from this episode include: ✓ The evolution of 'here's what works' on this podcast and why we are featuring 'stories from the road' on what practitioners are reporting ✓ The importance of evidence based tips that really work rather than theories and ideas ✓ Examples of what an accounting practitioner has actually done in 12 months ✓ The difference between talking about things and doing it for accounting professionals ✓ The importance for accountants and CPAs of ditching your worst 'grade D' clients ✓ The biggest potential growth area for an accounting professional who is willing to learn, seek coaching and take action ✓ A reminder of what kind of self talk undermines the professional achievements of accountants and CPAs ✓ Debating who is in a better position to effect change - the sole accounting practitioner or the employed accounting practitioner ✓ Why everyone is responsible for their own achievements and success, especially in accountancy ✓ What accountants must start doing if they're going to truly achieve their goals and achieve big things NOTE TO LISTENERS: Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 78. On today's show, Rob Brown interviews former global CEO of Praxity, Graeme Gordon who shares his stories and lessons from a life in leadership. Graeme Gordon is a chartered accountant and prior to joining Praxity was Managing Director and Senior Tutor of Emile Woolf Group, the international training and development firm. He was also previously Group Finance Director of a technology company listed on the London Stock Exchange. Graeme has extensive international experience including in Europe, Russia, North America, the Far East, the Indian Sub-Continent and the Middle East. He is a member of the Council of the Institute of Chartered Accountants in England and Wales and formerly twice President of the Thames Valley Chartered Accountants. Key takeaways from the full uncut interview include: ＞From the Navy, a double glazing franchise and the NFL to CEO of Praxity – the journey of Graeme Gordon in 60 seconds ＞Why the Praxity Accounting Alliance is a very unique animal and just behind BDO and Grant Thornton in size and reach ＞The lure of variety and the ability to make a difference in creating a job that you love doing – applicable to all jobs but particularly to accounting professionals ＞The key differences between an accounting alliance and an accounting network – useful to know if you’re in one or thinking of joining one ＞Questions an accounting firm might ask themselves in considering whether to join an accounting alliance ＞Three stand-out benefits of joining an established and global accounting alliance like Praxity ＞Why it’s vital that specialists in accounting firms know their opposite numbers in different countries ＞The importance of collaboration within firms and within member firms of a network or alliance ＞Speed dating for managing partners of large accounting firms why it works for networking and collaboration ＞Culture and values must fit if firms are going to merge well and fit well into an alliance like Praxity ＞Ways to ascertain the values and culture of an accounting firm with ‘due diligence’ ＞The number one quality that’s present in the very best accounting professionals, especially the ones that have to win work ＞What makes a good managing partner in an accounting firm of any size ＞What is ‘co-opetition’ and how does it help accounting firms to collaborate optimally across countries and cultures? ＞One of the biggest advantages of being able to tap into an alliance like Praxity is the shared intelligence of plans, problems and strategies ＞Thoughts on legacy and reputation in your accounting role – what will people say about you after you’re gone? ＞The critical way in which running a global accounting alliance is different to running a Navy mission! ＞The accounting audit in 10 years will be very different from the audit from just a few short years ago, and how AI will affect that… Before becoming a chartered accountant Graeme served as an officer in the Royal Navy. Praxity is the largest Alliance of Independent Accounting, Tax and Consulting Firms in the world. As at January 2018, 64 Firms in over 100 countries with 700+ offices, 3,500+ partners and 37,500+ other professionals and a combined turnover of US$5.25bn. Find out more at www.praxity.com or to contact Graeme directly: Graeme on LinkedIn NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus UNCUT episode at the weekend. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 77. In today's news episode, the Accounting Influencers Podcast examines the power of software and fintech vendors in undermining accountants & CPAs. Key takeaways from this episode include: 》Reminder of Xero's provocative play to bypass accountants and go direct to their clients, covered in episode 32 - "The Extinction of Accountants - Are They Surplus to Requirements?" 》Direct quotes from the Facebook post of an accounting firm owner reacting to Intuit's move to recruit his staff directly 》How it seems Intuit don't just want to rob accounting firms of their clients but also their staff 》Asking where the checking or quality control is from a big accounting software vendor that they would make such a crass or blatant move 》Questioning whether Intuit don't care about their accounting customers because they have too much money 》Fact - Xero, intuit and other big vendors now market direct to SMEs (small and medium enterprises) rather than through accountants 》What plays like this from fintech vendors actually means for accounting practices - they are coming for your compliance work 》What accountants and CPA practices must to to protect themselves against the increasing power and ruthlessness of software vendors NOTE TO LISTENERS: Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 76. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "A Blunder by Intuit - Do They Really Hate Accounting Firms?"  ➜ Special Guest Interview: "Leadership Lessons from Praxity with with Graeme Gordon." In this highlights snippet (full uncut version comes out as a bonus episode at the weekend), hear the former head of the global alliance Praxity share his leadership lessons. ➜ Rob & Martin offer up practical advice and tips for accounting practitioners in a new feature called "Postcards From Practice - Achievements You Can Emulate." ➜ Expert Interview: "Accountants: Stand Out & Be Different with Mike Michalowicz." Marketing strategies for accounting practitioners from one of the world's foremost experts. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 6 days as standalone episodes, plus full uncut interviews on the weekend.  Hosts Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues. 

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two special guest/expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "A Blunder by Intuit - Do They Really Hate Accounting Firms?"  ➜ Wednesday: Special Guest Interview - "Leadership Lessons from Praxity with with Graeme Gordon." In this highlights snippet (full uncut version comes out as a bonus episode at the weekend), hear the former head of the global alliance Praxity share his leadership lessons. ➜ Thursday: Here's What Works - Rob & Martin offer up practical advice and tips for accounting practitioners in a new feature called "Postcards From Practice - Achievements You Can Emulate." ➜ Friday: Expert Interview: "Accountants: Stand Out & Be Different with Mike Michalowicz." Marketing strategies for accounting practitioners from one of the world's foremost experts. ➜ Saturday: UNCUT full length Special Guest Interview - "Leadership Lessons from Praxity with with Graeme Gordon." The former head of the global alliance Praxity share his leadership lessons. ➜ Sunday: UNCUT full Expert Interview - "Accountants: Stand Out & Be Different with Mike Michalowicz." Marketing strategies for accounting practitioners from one of the world's foremost experts. Enjoy the highlights show every Monday, stand alone shorter segments of the main show Tuesday to Friday, then the full deep dive uncut interviews in bonus editions every Saturday and Sunday. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 6 days as standalone episodes, plus full uncut interviews on the weekend.  Hosts Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues. 

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On today's bonus UNCUT episode, "Advanced Pricing Strategies for Accountants" with Mark Stiving. Mark has studied, led and coached businesses through the lens of pricing for 25 years. His company Impact Pricing is dedicated to educating B2B companies about pricing and value. He has driven company-wide pricing initiatives worth hundreds of millions of dollars in incremental profit. He started and sold three companies, improving his championship pricing skills in each one. His book, Impact Pricing: Your Blueprint for Driving Profits, is a highly readable and practical manual (4.9 stars on Amazon).  Key takeaways from the full uncut interview include: ➩ The makings of a world-renowned pricing and value expert - how Mark became an international pricing educator ➩ Why pricing matters in business and why accountants especially should care about pricing ➩ The different kinds of pricing, starting with the billable hour and ending with subscription pricing ➩ The problems accountants (and others in professional services) have that doesn't always apply to other sectors ➩ What exactly value is and how it figures into different pricing models ➩ Why accountants have problems with value-based pricing and fail to understand the nuances of pricing ➩ The two decisions buyers make in assessing a purchase and deciding value for money ➩ How the rigid structure of the billable hour and timesheets has stopped accountants from embracing more effective and profitable methods of pricing their services ➩ Why the 'value conversation' is so important for accountants when talking to their clients, and how to use it to price services better ➩ Shout out to Ron Baker, the 'godfather of pricing', and where Mark Stiving takes issue with his stance on timesheets ➩ The importance for accountants of involving the client in the determination of value, ROI and pricing metrics ➩ Whether it's possible to value price for anything, such as accounting audits or basic commodities ➩ Why there is no such thing as a commodity and how sellers can charge differently for what seems to be a basic, standardised product ➩ What an accountant can do when they don't know how long a job, project or particular outcome will take ➩ The biggest risk accountants face in moving from hourly to value based pricing ➩ The single best pricing technique that accountants can use to put together compelling packages, products and services for clients ➩ How lifetime value factors into value pricing, particularly with longer term projects ➩ When it's okay for an accountant to discount their prices or even offer services or advice for free ➩ When a lower price might overcome a buyer's inertia to make a purchase ➩ How accountants can get started with value pricing, both in negotiation and mindset terms ➩ Tips to drive a better pricing culture and a more positive attitude to pricing in your accounting firm. Contact Mark here: https://impactpricing.com (https://impactpricing.com) https://www.linkedin.com/in/stiving (https://www.linkedin.com/in/stiving) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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On today's bonus UNCUT episode, Accounting Influencers interviews Paul Winrow of MHA MacIntyre Hudson in this leaders special on his career in audit and the technical side of accounting. Paul Winrow is the Technical Partner and Ethics Partner at top 15 UK firm MHA MacIntyre Hudson. He was previously Global Director of Professional Standards at Baker Tilly International where he was responsible for the network’s global audit methodology, the global quality improvement program, technical support, technical training and representing the network in the accounting profession. Paul has over 25 years audit experience, spending the first ten years of his career in Big 4 firms and has spent the last ten years in technical roles. He was a core member of a global team responsible for developing a new global audit methodology and contributing to a suite of audit learning and software for a top six network, where he was Head of Audit Technical in the UK Firm, and more recently developed and implemented the Baker Tilly International Global Audit Methodology. Key takeaways from the full uncut interview include: ➯ How a lifelong learning ethic translates into the corporate and accounting environment ➯ The source of negativity and bad PR around audit quality in the accounting profession ➯ The distinctions between facts (principles) and opinion (interpretation) with technical standards in accounting ➯ How Covid has driven technical changes in accountancy and how the profession has adapted ➯ Doing accounting audits without seeing clients, and stock-takes without visiting premises ➯ Examples of innovation in accountancy driven by technology and necessity ➯ Why mentoring and coaching of young talent in the technical aspects of accounting is important ➯ The difference between a modern and a Victorian scientist and how it related to a professional accountancy role ➯ The importance of variety in an accounting job to maintain hunger and passion for the work ➯ Examples of risks taken in an accounting career, like moving from the public to the private sector ➯ How a strong team changes an accounting leaders role from implementing to guiding and mentoring ➯ Speaking frankly about mistakes made in an accounting career and how to handle them ➯ How and why an accountant should say 'no' to avoid errors in their role ➯ How pretending you're doing well is dangerous for leaders in accounting, and why a little vulnerability helps ➯ How there are (or should be) no indispensable people in any accounting practice ➯ Lessons for leaders in taking responsibility when things go wrong but not taking all the credit when things go well ➯ Reflecting on the kind of things accounting leaders might be proud of on their watch ➯ Why the best years might be ahead for accounting leaders ➯ The responsibility for accountancy leaders to give back and contribute to a better profession ➯ Explaining and narrowing the expectation gap with accounting and audit quality ➯ Defining the three aspects of the accounting expectation gap, namely knowledge, performance and evolution ➯ What is driving the audit reform agenda in accountancy ➯ Why audit control and quality should be everyone's responsibility in the accounting profession ➯ Tough questions that need answering to drive audit reform in accountancy ➯ Three pieces of sagely advice from a career in accounting and audit to pass onto younger professionals In his spare time, Paul is an avid sports fan, particularly his life-long love affair with Liverpool FC and follows the Toronto Blue Jays baseball team. He is also a keen scientist and completed a part-time PhD in Palaeontology. Connect with Paul: https://www.linkedin.com/in/paul-winrow-6ba9b235 (https://www.linkedin.com/in/paul-winrow-6ba9b235) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to...

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Episode 75. On today's show, "Advanced Pricing Strategies for Accountants" with Mark Stiving  Mark Stiving has studied, led and coached businesses through the lens of pricing for 25 years. His company Impact Pricing is dedicated to educating B2B companies about pricing and value. He has driven company-wide pricing initiatives worth hundreds of millions of dollars in incremental profit. He started and sold three companies, improving his championship pricing skills in each one. His book, Impact Pricing: Your Blueprint for Driving Profits, is a highly readable and practical manual (4.9 stars on Amazon).  Key takeaways from the full uncut interview include: ➩ The makings of a world-renowned pricing and value expert - how Mark Stiving became an international pricing educator ➩ Why pricing matters in business and why accountants especially should care about pricing ➩ The different kinds of pricing, starting with the billable hour and ending with subscription pricing ➩ The problems accountants (and others in professional services) have that doesn't always apply to other sectors ➩ What exactly value is and how it figures into different pricing models ➩ Why accountants have problems with value-based pricing and fail to understand the nuances of pricing ➩ The two decisions buyers make in assessing a purchase and deciding value for money ➩ How the rigid structure of the billable hour and timesheets has stopped accountants from embracing more effective and profitable methods of pricing their services ➩ Why the 'value conversation' is so important for accountants when talking to their clients, and how to use it to price services better ➩ Shout out to Ron Baker, the 'godfather of pricing', and where Mark Stiving takes issue with his stance on timesheets ➩ The importance for accountants of involving the client in the determination of value, ROI and pricing metrics ➩ Whether it's possible to value price for anything, such as accounting audits or basic commodities ➩ Why there is no such thing as a commodity and how sellers can charge differently for what seems to be a basic, standardised product ➩ What an accountant can do when they don't know how long a job, project or particular outcome will take ➩ The biggest risk accountants face in moving from hourly to value based pricing ➩ The single best pricing technique that accountants can use to put together compelling packages, products and services for clients ➩ How lifetime value factors into value pricing, particularly with longer term projects ➩ When it's okay for an accountant to discount their prices or even offer services or advice for free ➩ When a lower price might overcome a buyer's inertia to make a purchase ➩ How accountants can get started with value pricing, both in negotiation and mindset terms ➩ Tips to drive a better pricing culture and a more positive attitude to pricing in your accounting firm. Contact Mark here: https://impactpricing.com (https://impactpricing.com) https://www.linkedin.com/in/stiving (https://www.linkedin.com/in/stiving) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus UNCUT episode at the weekend. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 74. In today's practical episode, "Here's What Works on Mental Resilience for Accounting Professionals and CPAs." Key takeaways from this episode include: ★ Why mental resilience for accountants is such a critical topic right now ★ The emergence of a new role in professional firms - the mental health first aider ★ How reframing one's attitude is a building block of mental resilience for accountants and CPAs ★ The wisdom of not praying for less problems but praying for more skills to cope with those problems ★ How accountants can react better to situations and setbacks, particularly to things they cannot control ★ What professionals can learn from their mistakes and how it helps build mental strength ★ The importance of fun and laughter in any tough, demanding and serious job ★ The value of sharing experiences and vulnerabilities to develop a culture of openness, support, even though it is counter-intuitive ★ Why counting one's blessings and being grateful for things can build mental toughness ★ Why accountants and CPAs do now have to be deadline chasers - there are alternatives ★ Why not all business is good business, not all clients are good clients and not all work is good work ★ How a lot of stress for accounting professionals comes from their own idea of what they are supposed to be and do NOTE TO LISTENERS: Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 73. On today's show, Accounting Influencers interviews Paul Winrow of MHA MacIntyre Hudson in this leaders special on his career in audit and the technical side of accounting. Paul Winrow is the Technical Partner and Ethics Partner at top 15 UK firm MHA MacIntyre Hudson. He was previously Global Director of Professional Standards at Baker Tilly International where he was responsible for the network’s global audit methodology, the global quality improvement program, technical support, technical training and representing the network in the accounting profession. Paul has over 25 years audit experience, spending the first ten years of his career in Big 4 firms and has spent the last ten years in technical roles. He was a core member of a global team responsible for developing a new global audit methodology and contributing to a suite of audit learning and software for a top six network, where he was Head of Audit Technical in the UK Firm, and more recently developed and implemented the Baker Tilly International Global Audit Methodology. Key takeaways from the full uncut interview include: ➯ How a lifelong learning ethic translates into the corporate and accounting environment ➯ The source of negativity and bad PR around audit quality in the accounting profession ➯ The distinctions between facts (principles) and opinion (interpretation) with technical standards in accounting ➯ How Covid has driven technical changes in accountancy and how the profession has adapted ➯ Doing accounting audits without seeing clients, and stock-takes without visiting premises ➯ Examples of innovation in accountancy driven by technology and necessity ➯ Why mentoring and coaching of young talent in the technical aspects of accounting is important ➯ The difference between a modern and a Victorian scientist and how it related to a professional accountancy role ➯ The importance of variety in an accounting job to maintain hunger and passion for the work ➯ Examples of risks taken in an accounting career, like moving from the public to the private sector ➯ How a strong team changes an accounting leaders role from implementing to guiding and mentoring ➯ Speaking frankly about mistakes made in an accounting career and how to handle them ➯ How and why an accountant should say 'no' to avoid errors in their role ➯ How pretending you're doing well is dangerous for leaders in accounting, and why a little vulnerability helps ➯ How there are (or should be) no indispensable people in any accounting practice ➯ Lessons for leaders in taking responsibility when things go wrong but not taking all the credit when things go well ➯ Reflecting on the kind of things accounting leaders might be proud of on their watch ➯ Why the best years might be ahead for accounting leaders ➯ The responsibility for accountancy leaders to give back and contribute to a better profession ➯ Explaining and narrowing the expectation gap with accounting and audit quality ➯ Defining the three aspects of the accounting expectation gap, namely knowledge, performance and evolution ➯ What is driving the audit reform agenda in accountancy ➯ Why audit control and quality should be everyone's responsibility in the accounting profession ➯ Tough questions that need answering to drive audit reform in accountancy ➯ Three pieces of sagely advice from a career in accounting and audit to pass onto younger professionals In his spare time, Paul is an avid sports fan, particularly his life-long love affair with Liverpool FC and follows the Toronto Blue Jays baseball team. He is also a keen scientist and completed a part-time PhD in Palaeontology. Connect with Paul: https://www.linkedin.com/in/paul-winrow-6ba9b235 (https://www.linkedin.com/in/paul-winrow-6ba9b235) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus UNCUT episode at the weekend. Martin and Rob love to hear from the show's

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Episode 72. In today's news episode, the Accounting Influencers Podcast asks whether clients care about accounting qualifications like FCCA or CPA, or they prefer certifications in software. Key takeaways from this episode include: ▶ Asking if and why accountants might lose a potential new client to an unqualified professional ▶ Why a business owners may prefer accountancy support from someone certified in certain software or apps than a qualified CPA ▶ Accountants - when was the last time a potential client factored in your accountancy qualifications as part of their decision to hire you? ▶ Do business clients do any due diligence or research on the credentials of their accounting advisors? ▶ What might happen if general ledger companies and software vendors decide to designate their own professional qualification alongside the accounting ones ▶ What might be the purpose of accounting qualifications of clients themselves don't ask about them or care about them ▶ Whether qualifications in an accounting software package might become more relevant to the buyer than a professional accountancy designation ▶ Who cares most about accounting qualifications (it's not the client!) ▶ The advertising and marketing plays by software vendors to bypass the accountant in reaching the client ▶ Why clients don't care how hard an accountancy degree is or how long a CPA studies to become a professional ▶ What accounting clients actually care about if it's not qualifications ▶ The perceived power of 'certified partner' or 'gold partner' etc with software certifications ▶ Why many accountants see letters after their name and professional qualifications as a comfort blanket and career tool NOTE TO LISTENERS: Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 71. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Accounting Qualifications - Do Clients Really Care You are FCCA or CPA?" Are they more concerned by the tech vendor play to make non-accountants Xero or Quick Books certified? ➜ Special Guest Interview. "A Rich Career in Audit - Accounting Leaders Special with Paul Winrow of top UK accountancy practice MHA MacIntyre Hudson. Paul has over 25 years audit experience, spending the first ten years of his career in Big 4 firms and has spent the last ten years in technical roles. He talks to Rob about negativity and bad PR around audit quality in the accounting profession, how Covid has driven technical changes in accountancy and lessons for leaders. Note the full uncut interview comes out at the weekend. ➜ Here's What Works - Rob & Martin offer up practical advice and tips for accounting practitioners and CPAs on mental resilience. In today's challenging, exhausting and uncertain times, mental strength has never been more tough to acquire and vital to survive. ➜ Expert Interview - Advanced Pricing Strategies for Accountants. Mark Stiving has studied, led and coached businesses through the lens of pricing for 25 years. In this highlights version, Mark explains why accountants have problems with value-based pricing, whether it's possible to value price for anything, such as accounting audits or basic commodities, plus the biggest risk accountants face in moving from hourly to value based pricing. Note the full uncut interview comes out at the weekend. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday. These are repeated on the other 6 days as standalone episodes, plus full uncut interviews on the weekend.  Hosts Martin and Rob love to hear from the show's 18000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues. 

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two special guest/expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "Accounting Qualifications - Do Clients Really Care You are FCCA or CPA?" Are they more concerned by the tech vendor play to make non-accountants Xero or Quick Books certified? ➜ Wednesday: Special Guest Interview. "A Rich Career in Audit - Accounting Leaders Special with Paul Winrow of top UK accountancy practice MHA MacIntyre Hudson. Paul has over 25 years audit experience, spending the first ten years of his career in Big 4 firms and has spent the last ten years in technical roles. He talks to Rob about negativity and bad PR around audit quality in the accounting profession, how Covid has driven technical changes in accountancy and lessons for leaders. Note the full uncut interview comes out at the weekend. ➜ Thursday: Here's What Works - Rob & Martin offer up practical advice and tips for accounting practitioners and CPAs on mental resilience. In today's challenging, exhausting and uncertain times, mental strength has never been more tough to acquire and vital to survive. ➜ Friday: Expert Interview - Advanced Pricing Strategies for Accountants. Mark Stiving has studied, led and coached businesses through the lens of pricing for 25 years. In this highlights version, Mark explains why accountants have problems with value-based pricing, whether it's possible to value price for anything, such as accounting audits or basic commodities, plus the biggest risk accountants face in moving from hourly to value based pricing. Note the full uncut interview comes out at the weekend. ➜ Saturday: UNCUT full length Accounting Leaders Special with Paul Winrow. "A Rich Career in Audit with Lessons for Accounting Leaders." ➜ Sunday: UNCUT full Expert Interview - "Advanced Pricing Strategies for Accountants with Mark Stiving" NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 6 days as standalone episodes, plus full uncut interviews on the weekend.  Hosts Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues. 

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On today's bonus UNCUT episode, Rob Brown interviews Kevin Sharma of Doc.It on the role of technology in the accounting sector and implications for the mental wellbeing of accountants Kevin is the Director of Sales and Marketing at Doc.It by IRIS. Over the past nine years, he has helped hundreds of accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow and web portal tools. Key takeaways from the full uncut interview include: ⍟ The key things that separates the good accounting firms from the great ones ⍟ The two things that the fastest growing CPA practices and accountancy firms are investing in ⍟ Deadline overkill and it's debilitating role on the performance of CPAs and accountants ⍟ What is really working for accounting firms who are using technology in the best possible way ⍟ Making the connection between tech investment and revenues for an accounting practice ⍟ What accountants and CPAs can do with any time they save or free up by better using technology ⍟ How accountancy practices have adapted and pivoted during the Covid pandemic ⍟ How stress and mental health issues prevent accounting professionals from living and performing optimally ⍟ Shout out to Randy Johnston's research on the critical issues that challenge accounting firms internationally ⍟ The key contributors to burnout, exhaustion, overwork and stress in the accounting world ⍟ The link between mental health and technology for accounting professionals ⍟ The implications of not being able to see clients in person for accountancy advisors and CPAs ⍟ What will attract the younger generation of accountants and CPAs to come into the profession ⍟ What is driving the demand for technological advancement and digitalisation for accountants and their clients ⍟ Bad doctrine or advice that comes out from some accounting leaders that holds back their practices ⍟ Shout out to Geraldine Carter and her https://accountinginfluencers.captivate.fm/episode/pricing-strategies-for-accountants-and-cpas-with-geraldine-carter-uncut (episode on pricing) about the best course of action when pushing against inertia in an accounting practice ⍟ Advice for younger accountants who struggle to bring about change and growth in their accounting firm ⍟ What frustrates most about the accountancy profession when it comes to technology ⍟ The 'full suite big box' argument versus the 'best in class, best in breed' approach for technology in accounting firms ⍟ How virtual wine tours work if accounting and fintech firms want to be different and keep their clients close. Kevin loves travelling, sports (Toronto Raptors), concerts and bakes cheesecakes as a side hustle. He also enjoys spending time with his family and 2 year old son. Go to https://www.doc-it.com/aip (https://www.doc-it.com/aip) to learn more and get a special free white paper free white paper "Choosing a Client Portal for Your Accounting Firm" Kevin on LinkedIn: https://www.linkedin.com/in/kevinnsharma/ (https://www.linkedin.com/in/kevinnsharma/) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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In today's Leaders Special interview, Rob Brown talks to Kevin Harris, managing partner at top 10 UK accounting firm RSM, on leadership, career development and culture. Kevin Harris is the highly driven, passionate and visionary Office Managing Partner of top 10 UK accounting firm RSM. He also chairs the local Enterprise Partnership, responsible for generating economic growth in his region. Alongside these roles, he is a Non-Executive Board member of the East Midlands Chamber of Commerce and was President last year. Key takeaways from the full uncut interview include: ▶ A fascinating journey from qualifying accounting to top 10 firm managing partner ▶ The mindset difference between most accountants (technical advisors) and their business owner clients (entrepreneurs) ▶ What failing your accounting qualification by 1% or being made redundant can do to your mental resilience and career control ▶ What accountants need to develop if they want more influence and a voice in an accounting firm ▶ The frustrations and difficulties of working in an accounting firm with traditional partner hierarchies and structures ▶ The futility of thinking you can make everybody happy when you lead any kind of professional firm or organisation ▶ Tips for dealing with opposing views and people who want to challenge your leadership or ideas ▶ How to avoid having to play the political game with multiple stakeholders in a professional firm ▶ Striving for personal and work balance in an accounting firm leadership role, especially in a culture where hard work and long hours are expected ▶ The importance of self-awareness, mental resilience and continued learning when leading a professional firm ▶ An example of a big career risk and what can be learned from being courageous in an accounting leadership role ▶ Where drive, motivation and fulfilment come from in leading a large accounting firm ▶ Insights into how accounting firms grow and how many accountants shy away from the growth and entrepreneurial side of running a firm ▶ Whether everyone in an accounting firm should be involved in business development ▶ Why recruitment and retention of top talent is the biggest challenge in any accounting leadership role ▶ The importance of selling a vision in accountancy to attract the right kind of talent and engagement ▶ Advice to upcoming accounting firm leaders to build resilience, associating with the right people and being true to oneself. Contact Kevin https://www.linkedin.com/in/kevin-harris-776a3414/ (here on LinkedIn). NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 70. On today's show, Rob Brown interviews Kevin Sharma of Doc.It on the role of technology in the accounting sector and implications for the mental wellbeing of accountants Kevin is the Director of Sales and Marketing at Doc.It by IRIS. Over the past nine years, he has helped hundreds of accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow and web portal tools. Key takeaways from the full uncut interview include: ⍟ The key things that separates the good accounting firms from the great ones ⍟ The two things that the fastest growing CPA practices and accountancy firms are investing in ⍟ Deadline overkill and it's debilitating role on the performance of CPAs and accountants ⍟ What is really working for accounting firms who are using technology in the best possible way ⍟ Making the connection between tech investment and revenues for an accounting practice ⍟ What accountants and CPAs can do with any time they save or free up by better using technology ⍟ How accountancy practices have adapted and pivoted during the Covid pandemic ⍟ How stress and mental health issues prevent accounting professionals from living and performing optimally ⍟ Shout out to Randy Johnston's research on the critical issues that challenge accounting firms internationally ⍟ The key contributors to burnout, exhaustion, overwork and stress in the accounting world ⍟ The link between mental health and technology for accounting professionals ⍟ The implications of not being able to see clients in person for accountancy advisors and CPAs ⍟ What will attract the younger generation of accountants and CPAs to come into the profession ⍟ What is driving the demand for technological advancement and digitalisation for accountants and their clients ⍟ Bad doctrine or advice that comes out from some accounting leaders that holds back their practices ⍟ Shout out to Geraldine Carter and her https://accountinginfluencers.captivate.fm/episode/pricing-strategies-for-accountants-and-cpas-with-geraldine-carter-uncut (episode on pricing) about the best course of action when pushing against inertia in an accounting practice ⍟ Advice for younger accountants who struggle to bring about change and growth in their accounting firm ⍟ What frustrates most about the accountancy profession when it comes to technology ⍟ The 'full suite big box' argument versus the 'best in class, best in breed' approach for technology in accounting firms ⍟ How virtual wine tours work if accounting and fintech firms want to be different and keep their clients close. Kevin loves travelling, sports (Toronto Raptors), concerts and bakes cheesecakes as a side hustle. He also enjoys spending time with his family and 2 year old son. Go to https://www.doc-it.com/aip (https://www.doc-it.com/aip) to learn more and get a special free white paper free white paper "Choosing a Client Portal for Your Accounting Firm" Kevin on LinkedIn: https://www.linkedin.com/in/kevinnsharma/ (https://www.linkedin.com/in/kevinnsharma/) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus UNCUT episode at the weekend. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 69. In today's practical episode, "Accountants - Here's What Works for Self-Confidence & No Imposter Syndrome". Key takeaways from this episode include: ➤ How self care and mental health are terms that have been around for a while in the accounting and fintech world ➤ Defining 'imposter syndrome' and when accountants collapse in negotiations ➤ The one word that gives professionals like accountants confidence in pricing, competitive scenarios and career advancement ➤ Where confidence and self assurance for accountants and CPAs should be coming from ➤ The difference for accountancy professionals between facts and opinions in communicating that they are the real deal ➤ How competence, knowledge and skills play a part in self confidence for accountants ➤ Why accounting advisors and CPAs struggle to see their self-worth and 'blow their own trumpet' ➤ A key obstacle that prevents accountants from eliciting excellent client feedback and stories of how they've made a difference NOTE TO LISTENERS: Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 68. in today's Leaders Special interview, Rob Brown talks to Kevin Harris, managing partner at top 10 UK accounting firm RSM, on leadership, career development and culture. Kevin Harris is the highly driven, passionate and visionary Office Managing Partner of top 10 UK accounting firm RSM. He also chairs the local Enterprise Partnership, responsible for generating economic growth in his region. Alongside these roles, he is a Non-Executive Board member of the East Midlands Chamber of Commerce and was President last year. Key takeaways from the full uncut interview include: ▶ A fascinating journey from qualifying accounting to top 10 firm managing partner ▶ The mindset difference between most accountants (technical advisors) and their business owner clients (entrepreneurs) ▶ What failing your accounting qualification by 1% or being made redundant can do to your mental resilience and career control ▶ What accountants need to develop if they want more influence and a voice in an accounting firm ▶ The frustrations and difficulties of working in an accounting firm with traditional partner hierarchies and structures ▶ The futility of thinking you can make everybody happy when you lead any kind of professional firm or organisation ▶ Tips for dealing with opposing views and people who want to challenge your leadership or ideas ▶ How to avoid having to play the political game with multiple stakeholders in a professional firm ▶ Striving for personal and work balance in an accounting firm leadership role, especially in a culture where hard work and long hours are expected ▶ The importance of self-awareness, mental resilience and continued learning when leading a professional firm ▶ An example of a big career risk and what can be learned from being courageous in an accounting leadership role ▶ Where drive, motivation and fulfilment come from in leading a large accounting firm ▶ Insights into how accounting firms grow and how many accountants shy away from the growth and entrepreneurial side of running a firm ▶ Whether everyone in an accounting firm should be involved in business development ▶ Why recruitment and retention of top talent is the biggest challenge in any accounting leadership role ▶ The importance of selling a vision in accountancy to attract the right kind of talent and engagement ▶ Advice to upcoming accounting firm leaders to build resilience, associating with the right people and being true to oneself. Contact Kevin https://www.linkedin.com/in/kevin-harris-776a3414/ (here on LinkedIn). NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus UNCUT episode at the weekend. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 67. In today's news episode, podcast hosts Martin Bissett and Rob Brown discuss the legacy of Gary Turner after leaving Xero and what it might mean for other software and tech vendors. Key takeaways from this episode include: ➤ What the rapid rate of growth for general ledger vendors Xero means for other software companies ➤ From £56K revenue in 2009 to £5.4m in 2014 to £43.1m in 2018 to £118m in 2021 so will the new CEO be expected to continue that growth? ➤ What might general ledger software do for clients that accountants are currently doing? ➤ The fears for accountants who do not innovate to keep up with the automation threat from technology ➤ What might accounting clients be buying from their professional advisors in 10-15 years? ➤ What Gary Turner's major strength was in building Xero so successfully ➤ Why the market for general ledger software for accounting firms and businesses is only going in one direction ➤ How the 'innovate or die' message may not apply to some accountancy practices who still thrive on compliance work ➤ How technology should be giving accountants the stats and data they need to drive further value for their clients NOTE TO LISTENERS: Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 66. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Gary Turner's Exit from Xero & What It Means for Accountants and Vendors."  ➜ Leaders Special Interview: Kevin Harris Regional Managing Partner of top 10 UK accounting firm RSM. This is a highlights show - the full uncut version comes out as a bonus episode at the weekend. ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "Here's What Works for Self-Confidence & No Imposter Syndrome." ➜ Expert Interview: "Mental Health with Technology for Accountants with Doc.It's Kevin Sharma. This is a highlights show - the full uncut version comes out as a bonus episode at the weekend. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 6 days as standalone episodes, plus full uncut interviews on the weekend.  Hosts Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues. 

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Coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two special guest/expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "Gary Turner's Exit from Xero & What It Means for Accountants and Vendors."  ➜ Wednesday: Leaders Special Interview: Kevin Harris Regional Managing Partner of top 10 UK accounting firm RSM. ➜ Thursday: Here's What Works - Rob & Martin offer up practical advice and tips for accounting practitioners on "Here's What Works for Self-Confidence & No Imposter Syndrome." ➜ Friday: Expert Interview - "Mental Health with Technology for Accountants with Doc.It's Kevin Sharma." Enjoy the highlights show every Monday, stand alone shorter segments of the main show Tuesday to Friday, then the full deep dive uncut interviews in bonus editions every Saturday and Sunday.

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On today's bonus UNCUT episode, Rob Brown interviews futurist Christian Kromme on major tech trends in the accounting sector plus blending the digital world with the people and human side. Christian Kromme is the founder of the Future-Proof Academy and an in-demand futurist, visionary, TEDx speaker and bestselling author of Humanification - Go Digital, Stay Human. He speaks about the disruptive influence of robotics, autonomous cars, internet of things, artificial intelligence on human behaviour and innovation. Key takeaways from the full uncut interview include: ➜ What being a futurist means and how it parallel's human nature ➜ What futurists do on a daily basis ➜ The best selling book: Humanification - Go Digital, Stay Human? ➜ The story of a unique journey from entrepreneur to futurist ➜ What stops many leaders and business owners from thinking far enough ahead to really make a difference ➜ How a futurist researches what's coming up to disrupt the accounting profession ➜ One of the biggest drivers or motivators of change in any industry ➜ What makes accountants as a profession so uncomfortable with change and disruption ➜ How technological and organisational predictions can be based on nature and biology ➜ Insights into the next big technological AI wave and potential impacts in accountancy and fintech ➜ Why the AI wave is having or will have such a disruptive impact for many industries ➜ How technology and AI will impact accounting firms and jobs in the accountancy profession ➜ What jobs will be left in the accounting industry in coming years ➜ What will be the most in-demand skills in the legal and accountancy professions in the future Connect to him here: https://www.linkedin.com/in/christiankromme/ (https://www.linkedin.com/in/christiankromme) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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On today's bonus UNCUT episode, a Leaders special interview where Rob Brown talks to Steve Cox, Head of Accountancy at Iris Software on the future of work and the accounting profession. Steve Cox is Head of Accountancy for Commercial at IRIS Software Group. He is a technologist and chartered accountant (FCCA) who looks at how technology can simplify the modern working environment. Steve joined IRIS in 2002 and has worked in many areas of the business including Customer Support, Engineering, Product Management and Marketing. His most recent previous roles at IRIS include Senior Product Director, Interim CTO and Chief Evangelist. Steve has almost 20 years of experience in technology and accounting which he uses to work closely with customers, software companies, accounting/governing bodies and the government to champion the digital transformation and role evolution of accountants. In his current role as Head of Accountancy, he looks across the globe at how technology and legislation is changing the roles and requirements professionals in the workplace and looking to the future to predict how their roles will further evolve. Key takeaways from the full uncut interview include: ✓ The secret to longevity in software and fintech where the average job change happens every 1-2 years ✓ The key personal and professional changes that have disrupted the accountancy accountancy profession during the pandemic ✓ How the complexity and volume of regulatory change has ramped up for the accounting sector in the last couple of years ✓ The issue of recruitment and retention of suitable talent for accountancy firms ✓ How service delivery is providing challenges for accountants from increased demands of clients and regulation ✓ What percentage of the accountancy profession has been digitised so far ✓ How the new ways of working have increased pain points for CPA and accounting practices to cover all the bases in hybrid situations ✓ The challenge of building culture for accounting firms in a virtual working environment ✓ Research on the number of new accountancy practices being formed every month in the UK (and likely the same in other countries ✓ What an increased volume of start up, fully digitised accounting firms does for the marketplace and the pressure it puts the very small firms under to survive ✓ How client demands have changed throughout the pandemic and why the new starts ups demand more of their accountants due to technological advancement ✓ The subtle changes in what it means to be a trusted advisor, with a move towards 'agony aunt' and emotional as well as professional support ✓ Why many accountants are now being asked by clients to advise on areas they've never had training on, like recruitment or HR ✓ The arguments for and against in working for a big accountancy practice versus a smaller one ✓ Despite the uptick in new accounting firms starting up, some stats on how many are winding up, being sold or just dying ✓ Figures from the US and the UK about the trends in the so called 'recession proof' accounting sector ✓ Factors which might dictate what decisions accountants make about their time, particularly with work life balance and mental wellbeing ✓ What the next five years might look like for the world of accounting and fintech ✓ The three technology drivers that are disrupting the accounting sector globally ✓ Why artificial intelligence or AI will never replace the role of an accountant or CPA ✓ Where new competition is coming from for accountancy firms ✓ Comments on "its time to get rid of the accountant" software vendor plays from the likes of Xero, Ember and Pilot ✓ the number one most fundamental thing about the client-accountant link that vendors or automation will never replace ✓ Whether full ‘big-box’ suites might win over a variety of specialised apps for accountancy practices (best of breed vz best of suite) ✓ The importance of implementation and adoption to make software solutions...

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Episode 65. On today's show, Rob Brown interviews futurist Christian Kromme on major tech trends in the accounting sector plus blending the digital world with the people and human side. Christian Kromme is the founder of the Future-Proof Academy and an in-demand futurist, visionary, TEDx speaker and bestselling author of Humanification - Go Digital, Stay Human. He speaks about the disruptive influence of robotics, autonomous cars, internet of things, artificial intelligence on human behaviour and innovation. Key takeaways from the full uncut interview include: ➜ What being a futurist means and how it parallel's human nature ➜ What futurists do on a daily basis ➜ The best selling book: Humanification - Go Digital, Stay Human? ➜ The story of a unique journey from entrepreneur to futurist ➜ What stops many leaders and business owners from thinking far enough ahead to really make a difference ➜ How a futurist researches what's coming up to disrupt the accounting profession ➜ One of the biggest drivers or motivators of change in any industry ➜ What makes accountants as a profession so uncomfortable with change and disruption ➜ How technological and organisational predictions can be based on nature and biology ➜ Insights into the next big technological AI wave and potential impacts in accountancy and fintech ➜ Why the AI wave is having or will have such a disruptive impact for many industries ➜ How technology and AI will impact accounting firms and jobs in the accountancy profession ➜ What jobs will be left in the accounting industry in coming years ➜ What will be the most in-demand skills in the legal and accountancy professions in the future Connect to him here: https://www.linkedin.com/in/christiankromme/ (https://www.linkedin.com/in/christiankromme) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus UNCUT episode at the weekend. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 64. In today's practical episode, "Here's What Works on Increased Purpose & Productivity for Busy Accountants". Key takeaways from this episode include: ＞What causes accounting professionals and CPAs to be so busy and maxed-out ＞What being busy really means for accountants and CPAs, and why it means something different to those outside the profession ＞How the kudos of being busy accountants has become a substitute for successful, popular and in-demand ＞Redefining busy accountancy professionals as deadline chasers who are not necessarily profitable nor happy ＞The #1 thing CPAs and accountants must do if they want to manage time better and be more purposefully productive ＞How accountants can decrease their most labour-intensive activities ＞What accountants should include in their positioning and proposals to be more efficient and productive ＞Smart ways to free up billable hours for accounting leaders and professionals ＞What a value-creator looks like for an accounting practice versus a deadline chaser NOTE TO LISTENERS: Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 63. On today's show, a Leaders special interview where Rob Brown talks to Steve Cox, Head of Accountancy at Iris Software on the future of work and the accounting profession. Steve Cox is Head of Accountancy for Commercial at IRIS Software Group. He is a technologist and chartered accountant (FCCA) who looks at how technology can simplify the modern working environment. Steve joined IRIS in 2002 and has worked in many areas of the business including Customer Support, Engineering, Product Management and Marketing. His most recent previous roles at IRIS include Senior Product Director, Interim CTO and Chief Evangelist. Steve has almost 20 years of experience in technology and accounting which he uses to work closely with customers, software companies, accounting/governing bodies and the government to champion the digital transformation and role evolution of accountants. In his current role as Head of Accountancy, he looks across the globe at how technology and legislation is changing the roles and requirements professionals in the workplace and looking to the future to predict how their roles will further evolve. Key takeaways from the full uncut interview include: ✓ The secret to longevity in software and fintech where the average job change happens every 1-2 years ✓ The key personal and professional changes that have disrupted the accountancy accountancy profession during the pandemic ✓ How the complexity and volume of regulatory change has ramped up for the accounting sector in the last couple of years ✓ The issue of recruitment and retention of suitable talent for accountancy firms ✓ How service delivery is providing challenges for accountants from increased demands of clients and regulation ✓ What percentage of the accountancy profession has been digitised so far ✓ How the new ways of working have increased pain points for CPA and accounting practices to cover all the bases in hybrid situations ✓ The challenge of building culture for accounting firms in a virtual working environment ✓ Research on the number of new accountancy practices being formed every month in the UK (and likely the same in other countries ✓ What an increased volume of start up, fully digitised accounting firms does for the marketplace and the pressure it puts the very small firms under to survive ✓ How client demands have changed throughout the pandemic and why the new starts ups demand more of their accountants due to technological advancement ✓ The subtle changes in what it means to be a trusted advisor, with a move towards 'agony aunt' and emotional as well as professional support ✓ Why many accountants are now being asked by clients to advise on areas they've never had training on, like recruitment or HR ✓ The arguments for and against in working for a big accountancy practice versus a smaller one ✓ Despite the uptick in new accounting firms starting up, some stats on how many are winding up, being sold or just dying ✓ Figures from the US and the UK about the trends in the so called 'recession proof' accounting sector ✓ Factors which might dictate what decisions accountants make about their time, particularly with work life balance and mental wellbeing ✓ What the next five years might look like for the world of accounting and fintech ✓ The three technology drivers that are disrupting the accounting sector globally ✓ Why artificial intelligence or AI will never replace the role of an accountant or CPA ✓ Where new competition is coming from for accountancy firms ✓ Comments on "its time to get rid of the accountant" software vendor plays from the likes of Xero, Ember and Pilot ✓ the number one most fundamental thing about the client-accountant link that vendors or automation will never replace ✓ Whether full ‘big-box’ suites might win over a variety of specialised apps for accountancy practices (best of breed vz best of suite) ✓ The importance of implementation and adoption to make software solutions work...

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Episode 62. In today's news episode, the Accounting Influencers Podcast reveals reasons for optimism in the accounting profession via CIMA and the push for greater professionalism and innovation. ⍟ Feedback on the All Party Parliamentary Group (APPG) on Accounting for Growth to boost both financial and professional skills in the profession ⍟ How to influence regulation and government involvement in financial literacy for the younger generations ⍟ What an APPG might look like in say the USA, with all parties and stakeholders coming together for the accounting profession ⍟ Driving the numbers and quality of talent in the accounting sector and the wider economy ⍟ What a great and deeper talent pool might do for accounting firms, terms of competitiveness, succession and growth ⍟ Chartered Institute of Management Accountants (CIMA) advocating a culture of innovation, change and professionalism. NOTE TO LISTENERS: Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 61. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Optimism for the Future of Young Accountants & Finance Professionals." ➜ Special Guest Interview - The Future of the Accounting Profession. Steve Cox of Iris (Highlights) talks to Rob about what's coming up for the sector, major changes in working environments and what vendors are thinking with plays to 'get rid of the accountant'. Note the full uncut interview comes out at the weekend. ➜ Here's What Works - Rob & Martin offer up practical advice and tips for accounting practitioners on increased purpose. productivity and time management for busy accountants. ➜Expert Interview - How Tech & AI Are Disrupting Accounting with Christian Kromme (Highlights). The author of the best selling book: Humanification - Go Digital, Stay Human reveals what makes accountants uncomfortable with change and disruption plus how technology and AI will impact accounting firms and jobs in the accountancy profession? Note the full uncut interview comes out at the weekend. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 6 days as standalone episodes, plus full uncut interviews on the weekend.  Hosts Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues. 

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two special guest/expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "Optimism for the Future of Young Accountants & Finance Professionals." Feedback on the All Party Parliamentary Group (APPG) on Accounting for Growth to boost both financial and professional skills in the profession. ➜ Wednesday: Special Guest Interview - The Future of the Accounting Profession. Steve Cox of Iris (Highlights) talks to Rob about what's coming up for the sector, major changes in working environments and what vendors are thinking with plays to 'get rid of the accountant'. Note the full uncut interview comes out at the weekend. ➜ Thursday: Here's What Works - Rob & Martin offer up practical advice and tips for accounting practitioners on "Here's What Works on Increased Purpose & Productivity for Busy Accountants." ➜ Friday: Expert Interview - How Tech & AI Are Disrupting Accounting with Christian Kromme (Highlights). The author of the best selling book: Humanification - Go Digital, Stay Human reveals what makes accountants uncomfortable with change and disruption plus how technology and AI will impact accounting firms and jobs in the accountancy profession? Note the full uncut interview comes out at the weekend. ➜ Saturday: UNCUT full length Special Guest Interview - The Future of the Accounting Profession. Steve Cox of Iris talks to Rob about what's coming up for the sector, major changes in working environments and what vendors are thinking with plays to 'get rid of the accountant'. Note the full uncut interview comes out at the weekend. ➜ Sunday: UNCUT full Expert Interview - How Tech & AI Are Disrupting Accounting with Christian Kromme. The author of the best selling book: Humanification - Go Digital, Stay Human reveals what makes accountants uncomfortable with change and disruption plus how technology and AI will impact accounting firms and jobs in the accountancy profession? NOTE TO LISTENERS: Enjoy the highlights show every Monday, stand alone shorter segments of the main show Tuesday to Friday, then the full deep dive uncut interviews in bonus editions every Saturday and Sunday. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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On today's bonus UNCUT episode, Rob Brown of the Accountants Influencers Podcast interviews Bobby Lane on what's inside a business owner's head and how accountants can best serve them. Bobby Lane is a SAGE Global Business Influencer and was voted No 1 in the Top 50 most influential sources of finance news and information on social media by Economia. A chartered accountant with over 25 years’ experience in professional practice, he built the first multi award-winning outsourcing team at SSH before their sale to top UK accounting firm Blick Rothenberg in 2017. As Chief Executive Officer at multi-disciplinary outsourcing practice Factotum, he is an experienced keynote speaker, panellist and expert on all issues facing growing businesses. Bobby regular contributes to many trade and national media titles including The Mirror, The Times and Economia and previously BBC Radio London’s Business Agony Uncle. A former member of The Accountancy Age Advisory Panel, Bobby has a large international network and was formerly a member of the Global Advisory Board of Abacus Worldwide. He is also a Fellow of the Institute of Chartered Accountants in England and Wales and a registered ICAEW Business and Finance Professional Key takeaways from the full uncut interview include: ➯ What has changed most dramatically in the accounting profession over recent years ➯ How accountants can really support their business clients beyond supplying compliance services ➯ How clients are driving greater value, skills and advice for the accounting fees they are paying ➯ What value truly looks like for accountants who serve their clients in the best possible ways ➯ Why technology and automation are just enablers for accountants to help them perform better ➯ What questions business owners ask of their accounting advisors that need good answers ➯ When it's okay and when it isn't for accountants to claim 'trusted advisor' status ➯ Why accounting firms must identify the best people for specific roles vz expecting everyone to be good at everything ➯ The different ways accounting professionals can generate new business for their firm ➯ How accountants have developed their personal brands on social media in recent years ➯ How coachable accountants really are and what appetite they have to develop their skills ➯ The biggest mistake accounting firm leaders make in developing their people ➯ What some accounting firms have got wrong over the last couple of years ➯ Solving the dilemma of having too little time to win new work and do business development ➯ A recruitment tip way for accounting firms to acquire more entrepreneurially minded accountants ➯ Advice for attracting and developing Gen Z staff for your accounting firm ➯ How younger accounting professionals differ and even outshine their older counterparts ➯ Why most business set ups are extremely inefficient in sourcing professional services ➯ What makes many accountants fail in signposting good contacts for their business clients ➯ How a reluctance to change holds many accounting professional back in their career ➯ Where covid has actually been good for some business owners ➯ The ONE THING the accounting profession needs to do to be successful in the next few years. https://www.linkedin.com/in/bobby-lane-b11a211/ (Connect with Bobby on LinkedIn) Bobby's website: https://www.wearefactotum.com/ (https://www.wearefactotum.com) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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On today's bonus UNCUT episode, a Leaders Special Interview with Stephen Heathcote, CEO of Prime Global, who talks to Rob about what accountancy leadership looks like in challenging times and where the opportunities lie for accounting firms. Stephen Heathcote joined PrimeGlobal in 2019 as Chief Executive Officer. He has extensive global experience of leading change across the accountancy profession. In 2020, PrimeGlobal was awarded association of the year at the International Accounting Bulletin Digital Accountancy Awards. The judges noted “The competition was strong, and the judges selected PrimeGlobal for its exceptional year under new leadership, restructuring its global governance and delivering strong growth of over 10 per cent.’’ His leadership background in the accounting profession includes undertaking the COO role at the UK Financial Reporting Council (introducing a new regulatory impact assessment during the global financial crisis), a senior management position at KPMG (leading the global change to the firms methodology) and over ten years as a key member of the Association of Chartered Certified Accountants (ACCA) executive team (leading global markets and overseeing all operations). Key takeaways from the full uncut interview include: ⍟ What makes Prime Global the most diverse accounting association in the world ⍟ How a background in politics helps a leader understand the egos, motivations and goals of their people ⍟ The key differences between accounting associations, networks and alliances ⍟ The importance of accounting firms belonging to a community in these challenging, uncertain times ⍟ What has prompted more and deeper engagement across member firms in an accounting association or network in challenging times ⍟ The biggest surprise or discovery when stepping into a chief executive or senior board role ⍟ The analogy between CEO roles and football managers/coaches in seeing how different people have different personalities and needs ⍟ What kind of things a global CEO of an accounting association is proud of amongst many achievements ⍟ What putting an emphasis on team instead of self means for a leader at any level ⍟ The role of culture and corporate brand for CEOs in leaving a legacy or building a reputation ⍟ Examples of failures that define leaders and CEOs, and what can be learned from specific ones ⍟ The different ways leaders can respond to critical feedback, failure or negative press ⍟ What kind of people speak into the lives of accounting leaders and CEOs - shout out to Helen Brand of ACCA and her best advice ⍟ What happens when becoming a more senior leader takes you away from what you might love doing the most ⍟ The major things that frustrate a global CEO in the accounting profession, and how Covid might just change this ⍟ How a pandemic has forced accountants and accountancy firms to change and be more adaptable ⍟ The kind of things a global CEO loves most about their job ⍟ What leaders must do to get more done, make more impact and serve the world better (clue - it's not about ego and self) ⍟ The importance of being more innovative, entrepreneurial and collaborative as a leader or CEO ⍟ Shout out to Traction by Gino Wickman in running a successful business and taking it to the next level ⍟ Examples of bad doctrine or advice put out by some leaders and personalities that damages the reputation of the accountancy profession ⍟ Tips for bringing through the next generation of leaders in any company or organisation ⍟ Words of wisdom to potential leaders and rising stars who aspire to senior roles in their firm or organisation Stephen Heathcote on LinkedIn: https://www.linkedin.com/in/stephen-heathcote-b327573a/ NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries

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Episode 60. On today's show, Rob Brown of the Accountants Influencers Podcast interviews Bobby Lane on what's inside a business owner's head and how accountants can best serve them. Bobby Lane is a SAGE Global Business Influencer and was voted No 1 in the Top 50 most influential sources of finance news and information on social media by Economia. A chartered accountant with over 25 years’ experience in professional practice, he built the first multi award-winning outsourcing team at SSH before their sale to top UK accounting firm Blick Rothenberg in 2017. As Chief Executive Officer at multi-disciplinary outsourcing practice Factotum, he is an experienced keynote speaker, panellist and expert on all issues facing growing businesses. Bobby regular contributes to many trade and national media titles including The Mirror, The Times and Economia and previously BBC Radio London’s Business Agony Uncle. A former member of The Accountancy Age Advisory Panel, Bobby has a large international network and was formerly a member of the Global Advisory Board of Abacus Worldwide. He is also a Fellow of the Institute of Chartered Accountants in England and Wales and a registered ICAEW Business and Finance Professional Key takeaways from the full uncut interview include: ➯ What has changed most dramatically in the accounting profession over recent years ➯ How accountants can really support their business clients beyond supplying compliance services ➯ How clients are driving greater value, skills and advice for the accounting fees they are paying ➯ What value truly looks like for accountants who serve their clients in the best possible ways ➯ Why technology and automation are just enablers for accountants to help them perform better ➯ What questions business owners ask of their accounting advisors that need good answers ➯ When it's okay and when it isn't for accountants to claim 'trusted advisor' status ➯ Why accounting firms must identify the best people for specific roles vz expecting everyone to be good at everything ➯ The different ways accounting professionals can generate new business for their firm ➯ How accountants have developed their personal brands on social media in recent years ➯ How coachable accountants really are and what appetite they have to develop their skills ➯ The biggest mistake accounting firm leaders make in developing their people ➯ What some accounting firms have got wrong over the last couple of years ➯ Solving the dilemma of having too little time to win new work and do business development ➯ A recruitment tip way for accounting firms to acquire more entrepreneurially minded accountants ➯ Advice for attracting and developing Gen Z staff for your accounting firm ➯ How younger accounting professionals differ and even outshine their older counterparts ➯ Why most business set ups are extremely inefficient in sourcing professional services ➯ What makes many accountants fail in signposting good contacts for their business clients ➯ How a reluctance to change holds many accounting professional back in their career ➯ Where covid has actually been good for some business owners ➯ The ONE THING the accounting profession needs to do to be successful in the next few years. https://www.linkedin.com/in/bobby-lane-b11a211/ (Connect with Bobby on LinkedIn) Bobby's website: https://www.wearefactotum.com (https://www.wearefactotum.com) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus UNCUT episode at the weekend. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 59. In today's practical episode, "Here's What Works for Accountants & CPAs on Telling Compelling Stories". Key takeaways from this episode include: ▶ Busting some myths about what accountants and CPAs think their clients really want ▶ What doesn't appear on the website of most accounting firms and accountancy practices ▶ The importance of evidence-based truth and why accountants should share the achievements of their clients ▶ Why it's very hard to refute a story and how one accountancy firm has made this work for their website and market positioning ▶ What really makes a great client case study or testimonial for an accountant or CPA ▶ Why all accountants and accountancy firms have stories to tell but they do not use them properly ▶ What to include in stories and testimonials of happy accounting clients if you want more advisory, consulting and project work ▶ Why no prospects come to an accountant or CPA asking for advisory services ▶ The importance for accountants of using their client's language and speaking in facts and outcomes rather than products and services ▶ What positioning the client as the hero of the story does for success-based testimonials for accounting firms. NOTE TO LISTENERS: Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 58. On today's show,  a Leaders Special Interview with Stephen Heathcote, CEO of Prime Global, who talks to Rob about what accountancy leadership looks like in challenging times and where the opportunities lie for accounting firms. Stephen Heathcote joined PrimeGlobal in 2019 as Chief Executive Officer. He has extensive global experience of leading change across the accountancy profession. In 2020, PrimeGlobal was awarded association of the year at the International Accounting Bulletin Digital Accountancy Awards. The judges noted “The competition was strong, and the judges selected PrimeGlobal for its exceptional year under new leadership, restructuring its global governance and delivering strong growth of over 10 per cent.’’ His leadership background in the accounting profession includes undertaking the COO role at the UK Financial Reporting Council (introducing a new regulatory impact assessment during the global financial crisis), a senior management position at KPMG (leading the global change to the firms methodology) and over ten years as a key member of the Association of Chartered Certified Accountants (ACCA) executive team (leading global markets and overseeing all operations). Key takeaways from the full uncut interview include: ⍟ What makes Prime Global the most diverse accounting association in the world ⍟ How a background in politics helps a leader understand the egos, motivations and goals of their people ⍟ The key differences between accounting associations, networks and alliances ⍟ The importance of accounting firms belonging to a community in these challenging, uncertain times ⍟ What has prompted more and deeper engagement across member firms in an accounting association or network in challenging times ⍟ The biggest surprise or discovery when stepping into a chief executive or senior board role ⍟ The analogy between CEO roles and football managers/coaches in seeing how different people have different personalities and needs ⍟ What kind of things a global CEO of an accounting association is proud of amongst many achievements ⍟ What putting an emphasis on team instead of self means for a leader at any level ⍟ The role of culture and corporate brand for CEOs in leaving a legacy or building a reputation ⍟ Examples of failures that define leaders and CEOs, and what can be learned from specific ones ⍟ The different ways leaders can respond to critical feedback, failure or negative press ⍟ What kind of people speak into the lives of accounting leaders and CEOs - shout out to Helen Brand of ACCA and her best advice ⍟ What happens when becoming a more senior leader takes you away from what you might love doing the most ⍟ The major things that frustrate a global CEO in the accounting profession, and how Covid might just change this ⍟ How a pandemic has forced accountants and accountancy firms to change and be more adaptable ⍟ The kind of things a global CEO loves most about their job ⍟ What leaders must do to get more done, make more impact and serve the world better (clue - it's not about ego and self) ⍟ The importance of being more innovative, entrepreneurial and collaborative as a leader or CEO ⍟ Shout out to Traction by Gino Wickman in running a successful business and taking it to the next level ⍟ Examples of bad doctrine or advice put out by some leaders and personalities that damages the reputation of the accountancy profession ⍟ Tips for bringing through the next generation of leaders in any company or organisation ⍟ Words of wisdom to potential leaders and rising stars who aspire to senior roles in their firm or organisation Stephen Heathcote on LinkedIn: https://www.linkedin.com/in/stephen-heathcote-b327573a/ NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus UNCUT episode at the weekend. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the...

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Episode 57. In today's news episode, "What Recent Fintech Acquisitions Say About What Is Valuable in a Business." Key takeaways from this episode include: ✓ Getting behind the Sage purchase of GoProposal to analyse exactly what they've bought ✓ How the sale value of an accounting firm is different to what is being bought right now ✓ What the owner avatar and personal evangelist angle brings to a company valuation ✓ The four key aspects of what Sage have invested in with this recent acquisition ✓ Asking what an accountancy practice needs to have to attract a high multiple on sale ✓ Rethinking the accounting firm selling and exit model from what used to be valuable ✓ Comparing Sage/GoProposal with Intuit/Mailchimp in asking what people are really paying for ✓ Why accounting advisors need to know how deals are put together and what affects selling price for their business clients NOTE TO LISTENERS: very Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 56. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "What Recent Fintech Acquisitions Say About What Is Valuable in a Business." Calculating multiples and advising business clients on selling may not be what accountants thought it was given how some software companies are valuing purchases. ➜ Leaders Special Interview (Highlights) - Stephen Heathcote CEO Prime Global talks to Rob about what accountancy leadership looks like in challenging times and where the opportunities lie for accounting firms. Note the full uncut interview comes out at the weekend. ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "Here's What Works for Accountants & CPAs on Telling Compelling Stories." The ability to present, persuade, narrate and bring to life the stories behind the numbers is a skill that separates the good accountants from the great ones. ➜ Expert Interview (Highlights) - "What Accountants Need to Truly Serve Clients". Bobby Lane of Factotum talks to Rob about what today's business owners and accounting clients really want from their advisors and suppliers. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 6 days as standalone episodes, plus full uncut interviews on the weekend.  Hosts Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues. 

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two special guest/expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "What Recent Fintech Acquisitions Say About What Is Valuable in a Business." Calculating multiples and advising business clients on selling may not be what accountants thought it was given how some software companies are valuing purchases. ➜ Wednesday: Leaders Special Interview (Highlights) - Stephen Heathcote CEO Prime Global talks to Rob about what accountancy leadership looks like in challenging times and where the opportunities lie for accounting firms. Note the full uncut interview comes out at the weekend. ➜ Thursday: Here's What Works - Rob & Martin offer up practical advice and tips for accounting practitioners on "Here's What Works for Accountants & CPAs on Telling Compelling Stories." The ability to present, persuade, narrate and bring to life the stories behind the numbers is a skill that separates the good accountants from the great ones. ➜ Friday: Expert Interview (Highlights) - "What Accountants Need to Truly Serve Clients". Bobby Lane of Factotum talks to Rob about what today's business owners and accounting clients really want from their advisors and suppliers. ➜ Saturday: UNCUT full length Leaders Special Interview - Stephen Heathcote CEO Prime Global talks to Rob about what accountancy leadership looks like in challenging times and where the opportunities lie for accounting firms. ➜ Sunday: UNCUT full Expert Interview - "What Accountants Need to Truly Serve Clients". Bobby Lane of Factotum talks to Rob about what today's business owners and accounting clients really want from their advisors and suppliers. Enjoy the highlights show every Monday, stand alone shorter segments of the main show Tuesday to Friday, then the full deep dive uncut interviews in bonus editions every Saturday and Sunday. NOTE TO LISTENERS: Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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On today's bonus UNCUT episode, Rob Brown of the Accountants Influencers Podcast interviews Geraldine Carter on advanced pricing and negotiation strategies for accountants and CPAs. Discover some of the misconceptions accounting professionals have when it comes to pricing, why they are scared to raise their prices and the many benefits of better pricing for accountancy firms. Geraldine is the founder of She Thinks Big Coaching, where she helps accountants and CPAs get out of the accounting rut. Her clients routinely double their margins in 6 months or less while working fewer hours. With a degree in engineering from Cornell, she is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. Key takeaways include: ＞ Why pricing is such a contentious subject for accountants and CPAs, and why it shouldn't be ＞ How billing and pricing are not the same thing, and the key problems with hourly timesheets ＞ How an engineering background brings clarity and logic to what can be an emotional subject like pricing ＞ What accountants and CPAs misinterpret when it comes to pricing and value ＞ Different pricing strategies accounting professionals can use in their practice ＞ The concept of 'value' and how to quantify intangibles with accounting clients ＞ A conversational framework to encourage a client to articulate what an accounting service may be worth to them ＞ The benefits for accountants to give their clients levels, menus and options to better price services and outcomes ＞ How accountants can arrive at a client fee from say a $250,000 uplift in their business - the ROI conversation ＞ What CPAs and accountants are really looking for to think and act differently with pricing ＞ How automation can be an accountant's friend or enemy depending on their blend of advisory and compliance services ＞ Thoughts on the various pricing tools available for accountants and CPAs ＞ The benefits of varying finance payment options for accountants providing advisory and project services to clients ＞ Whether compliance work for accountants should be priced differently to hourly billing ＞ Why accountants should NOT be scared of putting up their prices, but what makes them so fearful ＞ Why clients of accountants and CPAs pushback with price increases and how to counter this ＞ Blunt advice for accountants in larger firms who don't have the authority or influence to change pricing approaches ＞ What accounting practices need to do and change with pricing to increase revenues ＞ Helping accountants make the decision to price differently with your best or your worst clients to start with ＞ What happens when CPAs and accountants get better and more confident with pricing In her free time, Geraldine can be found mountain biking forested trails or running after her two small children in her hometown of Ketchum in Idaho USA. https://www.linkedin.com/in/geraldine-carter (https://www.linkedin.com/in/geraldine-carter) website: https://www.shethinksbigcoaching.com/aip (https://www.shethinksbigcoaching.com/aip) PODCAST: https://www.smartstrategyforcpas.com/ (https://www.smartstrategyforcpas.com) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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On today's bonus UNCUT episode, "A Strong Message to Accountants & Bookkeepers from Ron Saharyan". Ron started Profit First Professionals in 2014 with Mike Michalowicz and has since certified hundreds of accountants and bookkeepers worldwide in the Profit First methodology. An expert in sales processes/systems, hiring, scaling, and operations, Ron is responsible for ensuring that all employees and members of Profit First Professionals have all the right resources, training, accountability, systems and process to achieve their goals. Key takeaways from the full uncut interview include: ◆ The two reasons why accountants, bookkeepers and CPAs come to Profit First Professionals ◆ Why almost everyone in the accounting world feels tired, stressed and 'beat up' in these challenging times ◆ The main reasons why accountants are so busy and even overwhelmed (some of which are actually their fault) ◆ What strategic accounting firms do with clients they really don't want, and what they are replacing them with ◆ The so-called 'badge of honor' some accountants wear in working 70 hours a week, and pretending they are successful ◆ Whether the accounting calendar with tax seasons, busy periods etc is actually 'fit for purpose' ◆ Pushing back on the common accountant's phrase 'we have to clean up your books' and what to substitute if with ◆ The different types of advisory work that accountants and CPAs can do for their business clients ◆ The importance of an ownership mentality in accounting firms to give employees a real sense of purpose ◆ Thoughts on solving the talent shortage in the accountancy profession and how firms can retain their best people ◆ A clearer definition of the word 'profit' and the many benefits accountants can offer their clients by understanding it properly ◆ Why it's vital accountancy professionals move away from compliance and think more entrepreneurially for their clients ◆ What being agile and adaptable looks like for both accountants and the businesses they serve ◆ The warning signs of accounting firms becoming too comfortable or even complacent in their position ◆ What a business owner should look for in choosing their accounting advisors wisely ◆ The real problem with customization and personalization in accounting services, for instance with 'customized workflow' ◆ Advice for frustrated accountants working in larger professional firms who perhaps don't have the power or influence to drive change ◆ What challenges or red flags an accounting practice might exhibit that would warrant a conversation with Profit First Professionals ◆ Simple wisdom for living a life of purpose and integrity in the business world ◆ A message of hope - what good things are coming up for accountants and bookkeepers over the next year or two ◆ Why accounting fees will rise due to the increased value accountants and CPAs are creating for their clients ◆ What some accounting practices have got wrong with their clients during the Covid pandemic ◆ A top tip for accountants feeling the heavy burden of doing too much for their clients and not necessarily being appreciated. Ron is also known as “Obie Ron” throughout out Profit First Professionals for his business acumen is an avid collector of sports memorabilia. (borderline hoarder). When he is not out searching for elusive 1911 Ty Cobb Cards, Ron can be seen wrenching on his 1973 Jaguar E-Type V12 or racing around in his 911 4S. He is married with a daughter living in New Jersey USA. Profit First site https://profitfirstprofessionals.com/ (https://profitfirstprofessionals.com) Ron on LinkedIn https://www.linkedin.com/in/ron-saharyan-3846a8/ (https://www.linkedin.com/in/ron-saharyan-3846a8) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around...

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Episode 55. On today's show, Rob Brown of the Accountants Influencers Podcast interviews Geraldine Carter on advanced pricing and negotiation strategies for accountants and CPAs. Discover some of the misconceptions accounting professionals have when it comes to pricing, why they are scared to raise their prices and the many benefits of better pricing for accountancy firms. Geraldine is the founder of She Thinks Big Coaching, where she helps accountants and CPAs get out of the accounting rut. Her clients routinely double their margins in 6 months or less while working fewer hours. With a degree in engineering from Cornell, she is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. Key takeaways from the full uncut interview include: ＞ Why pricing is such a contentious subject for accountants and CPAs, and why it shouldn't be ＞ How billing and pricing are not the same thing, and the key problems with hourly timesheets ＞ How an engineering background brings clarity and logic to what can be an emotional subject like pricing ＞ What accountants and CPAs misinterpret when it comes to pricing and value ＞ Different pricing strategies accounting professionals can use in their practice ＞ The concept of 'value' and how to quantify intangibles with accounting clients ＞ A conversational framework to encourage a client to articulate what an accounting service may be worth to them ＞ The benefits for accountants to give their clients levels, menus and options to better price services and outcomes ＞ How accountants can arrive at a client fee from say a $250,000 uplift in their business - the ROI conversation ＞ What CPAs and accountants are really looking for to think and act differently with pricing ＞ How automation can be an accountant's friend or enemy depending on their blend of advisory and compliance services ＞ Thoughts on the various pricing tools available for accountants and CPAs ＞ The benefits of varying finance payment options for accountants providing advisory and project services to clients ＞ Whether compliance work for accountants should be priced differently to hourly billing ＞ Why accountants should NOT be scared of putting up their prices, but what makes them so fearful ＞ Why clients of accountants and CPAs pushback with price increases and how to counter this ＞ Blunt advice for accountants in larger firms who don't have the authority or influence to change pricing approaches ＞ What accounting practices need to do and change with pricing to increase revenues ＞ Helping accountants make the decision to price differently with your best or your worst clients to start with ＞ What happens when CPAs and accountants get better and more confident with pricing In her free time, Geraldine can be found mountain biking forested trails or running after her two small children in her hometown of Ketchum in Idaho USA. https://www.linkedin.com/in/geraldine-carter (https://www.linkedin.com/in/geraldine-carter) website: https://www.shethinksbigcoaching.com/aip (https://www.shethinksbigcoaching.com/aip) PODCAST: https://www.smartstrategyforcpas.com (https://www.smartstrategyforcpas.com) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus UNCUT episode at the weekend. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 54. In today's practical episode, "Here's What Works for Accountants & CPAs on Generating Referral Business". With introductions, word of mouth and recommendations supposedly making up the main sources of new work for many accounting firms, we give you ways to generate more high quality referrals. Key takeaways from today's episode include: 》 A valuable case study of a US accounting practice who generated significant new referral business from 6 low level business clients 》 Three smart win-win options for accountants to offer those clients who cannot afford their fees 》 The danger for accountants and CPAs of relying on referrals as a primary source of new business 》 The key referral sources for accounting professionals and the importance of identifying them 》 Why accountants must be very clear on what kind of clients and work they want through referrals 》 Why a lack of plan or priority around referral generation makes accountants look stupid to their business clients NOTE TO LISTENERS: Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 53. On today's show, "A Strong Message to Accountants & Bookkeepers from Ron Saharyan". Ron Saharyan started Profit First Professionals in 2014 with Mike Michalowicz and has since certified hundreds of accountants and bookkeepers worldwide in the Profit First methodology. An expert in sales processes/systems, hiring, scaling, and operations, Ron is responsible for ensuring that all employees and members of Profit First Professionals have all the right resources, training, accountability, systems and process to achieve their goals. Key takeaways from the full uncut interview include: ◆ The two reasons why accountants, bookkeepers and CPAs come to Profit First Professionals ◆ Why almost everyone in the accounting world feels tired, stressed and 'beat up' in these challenging times ◆ The main reasons why accountants are so busy and even overwhelmed (some of which are actually their fault) ◆ What strategic accounting firms do with clients they really don't want, and what they are replacing them with ◆ The so-called 'badge of honor' some accountants wear in working 70 hours a week, and pretending they are successful ◆ Whether the accounting calendar with tax seasons, busy periods etc is actually 'fit for purpose' ◆ Pushing back on the common accountant's phrase 'we have to clean up your books' and what to substitute if with ◆ The different types of advisory work that accountants and CPAs can do for their business clients ◆ The importance of an ownership mentality in accounting firms to give employees a real sense of purpose ◆ Thoughts on solving the talent shortage in the accountancy profession and how firms can retain their best people ◆ A clearer definition of the word 'profit' and the many benefits accountants can offer their clients by understanding it properly ◆ Why it's vital accountancy professionals move away from compliance and think more entrepreneurially for their clients ◆ What being agile and adaptable looks like for both accountants and the businesses they serve ◆ The warning signs of accounting firms becoming too comfortable or even complacent in their position ◆ What a business owner should look for in choosing their accounting advisors wisely ◆ The real problem with customization and personalization in accounting services, for instance with 'customized workflow' ◆ Advice for frustrated accountants working in larger professional firms who perhaps don't have the power or influence to drive change ◆ What challenges or red flags an accounting practice might exhibit that would warrant a conversation with Profit First Professionals ◆ Simple wisdom for living a life of purpose and integrity in the business world ◆ A message of hope - what good things are coming up for accountants and bookkeepers over the next year or two ◆ Why accounting fees will rise due to the increased value accountants and CPAs are creating for their clients ◆ What some accounting practices have got wrong with their clients during the Covid pandemic ◆ A top tip for accountants feeling the heavy burden of doing too much for their clients and not necessarily being appreciated. Ron is also known as “Obie Ron” throughout out Profit First Professionals for his business acumen is an avid collector of sports memorabilia. (borderline hoarder). When he is not out searching for elusive 1911 Ty Cobb Cards, Ron can be seen wrenching on his 1973 Jaguar E-Type V12 or racing around in his 911 4S. He is married with a daughter living in New Jersey USA. Profit First site https://profitfirstprofessionals.com (https://profitfirstprofessionals.com) Ron on LinkedIn https://www.linkedin.com/in/ron-saharyan-3846a8/ (https://www.linkedin.com/in/ron-saharyan-3846a8) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus UNCUT episode at the weekend. Martin and Rob love to hear from the show's 6000+ listeners in 140 countries around the world. If...

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Episode 52. In today's news episode, the Accounting Influencers Podcast hosts Martin Bissett and Rob Brown examine the clickbait comment 'insolvency tsunami' and what it means for accountants. Key takeaways include: ★ Statistics showing the increase in corporate insolvency cases, bringing in the need for accounting expertise ★ The role Covid is playing in failing businesses and how the pandemic might be distorting insolvency figures ★ Reasons to dispute insolvency statistics and what accountants can take from what's happening ★ The potential impact of financial literacy for business owners and individuals on insolvency figures and personal bankruptcy cases ★ Figures indicating an uptake in new companies and businesses forming, not just in the UK but in many other countries, meaning more work for accountants and CPAs NOTE TO LISTENERS: Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 51. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "The Insolvency Tsunami & Opportunities for Accounting Professionals". With businesses supposedly going bust everywhere, we look at the real figures, at how any insolvency cases might also be complemented by new business start ups and what it means for accounting professionals. ➜ Special Guest Interview (Highlights)- "A Strong Message to Accountants & Bookkeepers from Ron Saharyan". Ron rants passionately about CPAs who say they're too busy in tax season, the lame 'let's clean up your accounts' line and what's wrong with 'customized workflow. ➜ Here's What Works - Rob & Martin offer up practical advice and tips for accounting practitioners on "Here's What Works for Accountants & CPAs on Generating Referral Business." With introductions, word of mouth and recommendations supposedly making up the main sources of new work for many accounting firms, we give you ways to generate more high quality referrals. ➜ Expert Interview (Highlights) - "Pricing Strategies for Accountants and CPAs with Geraldine Carter". Discover some of the misconceptions accounting professionals have when it comes to pricing, why they are scared to raise their prices and the many benefits of better pricing for accountancy firms. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 6 days as standalone episodes, plus full uncut interviews on the weekend.  Hosts Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues. 

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Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two special guest/expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "The Insolvency Tsunami & Opportunities for Accounting Professionals" ➜ Wednesday: Special Guest Interview (Highlights)- "A Strong Message to Accountants & Bookkeepers from Ron Saharyan". Ron rants passionately about CPAs who say they're too busy in tax season, the lame 'let's clean up your accounts' line and what's wrong with 'customized workflow. ➜ Thursday: Here's What Works - Rob & Martin offer up practical advice and tips for accounting practitioners on "Here's What Works for Accountants & CPAs on Generating Referral Business." ➜ Friday: Expert Interview (Highlights) - "Pricing Strategies for Accountants and CPAs with Geraldine Carter". Discover some of the misconceptions accounting professionals have when it comes to pricing, why they are scared to raise their prices and the many benefits of better pricing for accountancy firms. ➜ Saturday: UNCUT full length Special Guest Interview - "A Strong Message to Accountants & Bookkeepers from Ron Saharyan". Ron rants passionately about CPAs who say they're too busy in tax season, the lame 'let's clean up your accounts' line and what's wrong with 'customized workflow. ➜ Sunday: UNCUT full Expert Interview - "Pricing Strategies for Accountants and CPAs with Geraldine Carter". Discover some of the misconceptions accounting professionals have when it comes to pricing, why they are scared to raise their prices and the many benefits of better pricing for accountancy firms. Enjoy the highlights show every Monday, stand alone shorter segments of the main show Tuesday to Friday, then the full deep dive uncut interviews in bonus editions every Saturday and Sunday. NOTE TO LISTENERS: Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode XX. In today's news episode, [SEO description & SEO Title from AIP spreadsheet - Promotion]. On today's bonus UNCUT episode, Rob Brown of the Accountants Influencers Podcast interviews Corey Talone on the advantages and challenges of smaller CPA accounting firms over bigger ones. Corey Talone (CPA, CGMA) moved from the large firm Maillie LLP after 10 years to be a partner with the public accounting firm Henry Frank & Company in Philadelphia, USA.  The firm provides a variety of business and individuals with tax, accounting, consulting and attestation services.  Corey is the co-founder and treasurer of The Elpis Foundation, which raises money and awareness for various local and national non-profit organizations through event based fund raising. Key takeaways from the full uncut interview include: ✓ What constitutes a good size for an accounting firm and what being small allows you to do ✓ The two critical things that can be achieved in a 10 person firm that are difficult in a 100 or 1000 person firm ✓ How the Covid pandemic has changed the game with recruiting to smaller accountancy firms ✓ The three main ways accountancy has changed as a profession over recent years. ✓ What helps an accounting firm recruit good talent (clue - it's not chaining employees to a desk until they make partner) ✓ Why not every fee is a good fee when it comes to taking on new accountancy clients ✓ The big mistake accountants in practice make constantly which makes them too busy ✓ Thoughts on niching or specialising for accountants based not on sector but on personality and circumstance ✓ What leads to accountants working with the wrong kind of clients, and the challenges that brings ✓ Why most accountants should take the winning of new work seriously to better serve their firm ✓ The number one marketing strategy for accounting firms without big budgets ✓ The warning signs that a client might not happy with their current accounting advisors ✓ Whether accounting clients are more or less inclined to switch accountants these days ✓ What client proactivity looks like for accounting firms and the professionals who work in them ✓ How many accountants have developed empathy as advisors as they deal with emotional as well as commercial decisions for their clients ✓ The number one thing that stops many accountants from getting rid of clients they shouldn't be working with ✓ Why the billable hour fails to capture much of the value that accountants and CPAs generate for their clients ✓ Comments on the Jeff Bezos backed Pilot initiative to take CPAs and accountants out of the game and commoditizing accounting services ✓ The two best pieces of advice given by accounting firm partners to incoming new hires like Corey ✓ The joys of charitable endeavours and pro-bono work for accounting professionals ✓ Planning growth and career paths years in advance for accountants and CPAs ✓ Why accountancy is an excellent profession for young people to be coming into ✓ Advice for ambitious accountants seeking a better life and more career opportunities ✓ What mostly stops accountants from breaking away and starting up their own practice When not working, Corey is a big family man who likes travel, concerts, American football and trying new restaurants/foods.  LinkedIn - https://www.linkedin.com/in/corey-talone-cpa-cgma-aa580584?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3Bu8XVmVK4T1mM8Igx%2FueHVQ%3D%3D (https://www.linkedin.com/in/corey-talone-cpa-cgma-aa580584) Website: http://www.henryfrank.com/ (www.henryfrank.com) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the

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On today's bonus UNCUT episode, the Accounting Influencers Podcast interviews Carl Reader on how Practice Ignition changed his firm's approach to debtors and work in progress (WIP). Carl Reader is chairman at multi-award winning firm d&t and Head of Accounting (EMEA) at Practice Ignition. He is Chair of the Practitioner Panel at ACCA and the author of the business book BOSS IT. Carl is widely recognised as a thought leader in the accounting profession, speaking globally to accountancy audiences about a range of topics and acting as an ambassador for small businesses. Key takeaways from the whole interview include: ➤ The challenge for accounting firms of integrating business development to revenue 'in the bank' ➤ The journey accountants go through in choosing the right software for certain jobs in their practice ➤ What one piece of simple functionality prompted a switch from a highly rated competitor to Practice Ignition ➤ What an influencer role as Head of Accountancy involves when working for a software vendor ➤ What 3 questions to ask in taking on an influencer/ambassador role for a company ➤ Describing the Practice Ignition brand in the international fintech world ➤ What Practice Ignition does for accountants, from first impressions before advanced functionality ➤ The 2 major benefits to an accounting firm of using Practice Ignition ➤ Defining true practice management for accountancy firms ➤ How the right software can enhance the client experience for accounting professionals ➤ Explaining why GoProposal and Practice Ignition are 2 very different products ➤ What questions accountants should ask when choosing software to support their practice ➤ The importance of adoption and integration when bringing software into accountancy firms ➤ When makes a successful software implementation with staff in accounting practices ➤ When software vendors become more concerned with sales to accounting firms rather than usage of their products ➤ 3 challenges or red flags an accounting firm may be experiencing to warrant a conversation with Carl Reader ➤ What is coming up for the accounting profession with tech in the next few years https://practiceignition.com (https://practiceignition.com) https://www.linkedin.com/in/carlreader (https://www.linkedin.com/in/carlreader) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 50. On today's show, Rob Brown of the Accountants Influencers Podcast interviews Corey Talone on the advantages and challenges of smaller CPA accounting firms over bigger ones. Corey Talone (CPA, CGMA) moved from the large firm Maillie LLP after 10 years to be a partner with the public accounting firm Henry Frank & Company in Philadelphia, USA.  The firm provides a variety of business and individuals with tax, accounting, consulting and attestation services.  Corey is the co-founder and treasurer of The Elpis Foundation, which raises money and awareness for various local and national non-profit organizations through event based fund raising. Key takeaways from the full uncut interview include: ✓ What constitutes a good size for an accounting firm and what being small allows you to do ✓ The two critical things that can be achieved in a 10 person firm that are difficult in a 100 or 1000 person firm ✓ How the Covid pandemic has changed the game with recruiting to smaller accountancy firms ✓ The three main ways accountancy has changed as a profession over recent years. ✓ What helps an accounting firm recruit good talent (clue - it's not chaining employees to a desk until they make partner) ✓ Why not every fee is a good fee when it comes to taking on new accountancy clients ✓ The big mistake accountants in practice make constantly which makes them too busy ✓ Thoughts on niching or specialising for accountants based not on sector but on personality and circumstance ✓ What leads to accountants working with the wrong kind of clients, and the challenges that brings ✓ Why most accountants should take the winning of new work seriously to better serve their firm ✓ The number one marketing strategy for accounting firms without big budgets ✓ The warning signs that a client might not happy with their current accounting advisors ✓ Whether accounting clients are more or less inclined to switch accountants these days ✓ What client proactivity looks like for accounting firms and the professionals who work in them ✓ How many accountants have developed empathy as advisors as they deal with emotional as well as commercial decisions for their clients ✓ The number one thing that stops many accountants from getting rid of clients they shouldn't be working with ✓ Why the billable hour fails to capture much of the value that accountants and CPAs generate for their clients ✓ Comments on the Jeff Bezos backed Pilot initiative to take CPAs and accountants out of the game and commoditizing accounting services ✓ The two best pieces of advice given by accounting firm partners to incoming new hires like Corey ✓ The joys of charitable endeavours and pro-bono work for accounting professionals ✓ Planning growth and career paths years in advance for accountants and CPAs ✓ Why accountancy is an excellent profession for young people to be coming into ✓ Advice for ambitious accountants seeking a better life and more career opportunities ✓ What mostly stops accountants from breaking away and starting up their own practice When not working, Corey is a big family man who likes travel, concerts, American football and trying new restaurants/foods.  LinkedIn - https://www.linkedin.com/in/corey-talone-cpa-cgma-aa580584?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3Bu8XVmVK4T1mM8Igx%2FueHVQ%3D%3D (https://www.linkedin.com/in/corey-talone-cpa-cgma-aa580584) Website: http://www.henryfrank.com/ (www.henryfrank.com) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus UNCUT episode at the weekend. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 49. In today's practical episode, the Accounting Influencers Podcast hosts Martin Bissett and Rob Brown offer ways for accounting firms to keep their best people. Key takeaways include: ➯ The problem for accounting firms who can't pay their employees the big money that some of their competitors are ➯ The kind of talent accountancy firm leaders should be trying to retain, especially in the 25-45 age range ➯ What happens to accounting practices who don't take talent retention seriously ➯ The importance of a clear career path that's not time-bound for young accounting talent ➯ Why accounting leaders must consider the working environment and arrangements they are offering their employees ➯ What makes people stay with an accounting firm and what gives them a reason to leave ➯ How 'empowerment' works in attracting and keeping high quality staff in an accounting firm ➯ The responsibility of employees to dictate their own terms where possible and have their hands on the steering wheel of their career NOTE TO LISTENERS: Every Thursday the show gives you a practical 'here's what works' summary of a key challenge, need or strategy for accountants, CPAs and bookkeepers. Martin and Rob love to hear from the show's 6000+ listeners in 140 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 48. On today's show, the Accounting Influencers Podcast interviews Carl Reader on how Practice Ignition changed his firm's approach to debtors and work in progress (WIP). Carl Reader is chairman at multi-award winning firm d&t and Head of Accounting (EMEA) at Practice Ignition. He is Chair of the Practitioner Panel at ACCA and the author of the business book BOSS IT. Carl is widely recognised as a thought leader in the accounting profession, speaking globally to accountancy audiences about a range of topics and acting as an ambassador for small businesses. Key takeaways from the whole interview include: ➤ The challenge for accounting firms of integrating business development to revenue 'in the bank' ➤ The journey accountants go through in choosing the right software for certain jobs in their practice ➤ What one piece of simple functionality prompted a switch from a highly rated competitor to Practice Ignition ➤ What an influencer role as Head of Accountancy involves when working for a software vendor ➤ What 3 questions to ask in taking on an influencer/ambassador role for a company ➤ Describing the Practice Ignition brand in the international fintech world ➤ What Practice Ignition does for accountants, from first impressions before advanced funtionality ➤ The 2 major benefits to an accounting firm of using Practice Ignition ➤ Defining true practice management for accountancy firms ➤ How the right software can enhance the client experience for accounting professionals ➤ Explaining why GoProposal and Practice Ignition are 2 very different products ➤ What questions accountants should ask when choosing software to support their practice ➤ The importance of adoption and integration when bringing software into accountancy firms ➤ When makes a successful software implementation with staff in accounting practices ➤ When software vendors become more concerned with sales to accounting firms rather than usage of their products ➤ 3 challenges or red flags an accounting firm may be experiencing to warrant a conversation with Carl Reader ➤ What is coming up for the accounting profession with tech in the next few years https://practiceignition.com (https://practiceignition.com) https://www.linkedin.com/in/carlreader/ NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus UNCUT episode at the weekend. Martin and Rob love to hear from the show's 6000+ listeners in 140 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 47. In today's news episode, The Accounting Influencers Podcast explores accountancy as a preferred profession or career choice plus better talent retention for accounting firms. Key takeaways include: ▶ What leads accounting firm leaders and firm partners to view their staff as 'worker ants' ▶ Why financial and emotional investment in employees is so low in accounting practices ▶ What looking after your staff makes them want to do in an accounting practice ▶ What makes many younger accountants doubt their future and place in the accounting profession ▶ Are there really more accounting professionals leaving the profession than there are coming into it? ▶ Why the talent shortage in accounting and finance is only acute in some parts of the world ▶ How technology and outsourcing play their part in harnessing the human capital in an accounting firm ▶ How to keep accounting talent in the profession if they are looking elsewhere or not being looked after where they are ▶ Where the blame right lie for accountants leaking out of or not wanting to come into the accountancy profession ▶ How loss of good accounting talent is worsened by the inability of many accountancy practices to recruit new talent ▶ How numbers-oriented individuals and accounting graduates have so many career options now outside of accountancy practices ▶ The difference between an accounting practice and an accounting business ▶ How the Big 4 firms cast a net over the highest quality accounting talent, then spit the rest out for other firms to fight over NOTE TO LISTENERS: Martin and Rob love to hear from the show's 7000+ listeners in 150 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 46. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Why Are So Many Professionals Leaving or Not Even Entering Accounting?." Following on from last week's comment on the talent shortage in accountancy, we explore what might be switching off grads and the younger generations from a career in accounting. ➜ Special Guest Interview: "Case Study - Carl Reader: "Practice Ignition Changed My Practice." In this highlights snippet (full uncut version comes out as a bonus episode at the weekend), you'll hear about the challenge for accounting firms of integrating business development to revenue 'in the bank', the journey accountants go through in choosing the right software for certain jobs in their practice and how the right software can enhance the client experience for accounting professionals. ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "Here's What Works for Accounting Firms on Retaining Your Best Employees." In the war for talent, discover some practical ways you can win the hearts and minds of your top people so they withstand the approaches of your competitors and stay engaged with the accounting profession generally. ➜ Expert Interview: "Moving from Big to Small Accounting Firm - Practitioner Interview." In this highlights snippet (full uncut version comes out as a bonus episode at the weekend), you'll hear from Corey Talone, a US based CPA who gave up a prestigious position in a large professional firm to downsize into a smaller practice with more autonomy, freedom, satisfaction and influence. A frank and inspiring story that will give many accountants food for thought in their current roles. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 6 days as standalone episodes, plus full uncut interviews on the weekend. Hosts Martin and Rob love to hear from the show's 6000+ listeners in 140 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Trailer - coming up this week on the daily radio show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two special guest/expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "Why Are So Many Professionals Leaving or Not Even Entering Accounting?" ➜ Wednesday: Special Guest Interview - "Case Study with Carl Reader on "How Practice Ignition Changed My Accounting Practice." ➜ Thursday: Here's What Works - Rob & Martin offer up practical advice and tips for accounting firms, owners and leaders on "Retaining Your Best Employees." ➜ Friday: Expert Interview - "Moving from Big to Small Accounting Firm - Practitioner Interview with Corey Talone", a US based CPA who gave up a prestigious position in a large professional firm to downsize into a smaller practice with more autonomy, freedom, satisfaction and influence. ➜ Saturday: UNCUT full length Special Guest Interview - "Case Study with Carl Reader on "How Practice Ignition Changed My Accounting Practice." ➜ Sunday: Full length Expert Interview - "Moving from Big to Small Accounting Firm - Practitioner Interview with Corey Talone." Enjoy the highlights show every Monday, stand alone shorter segments of the main show Tuesday to Friday, then the full deep dive uncut interviews in bonus editions every Saturday and Sunday. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 6 days as standalone episodes, plus full uncut interviews on the weekend. Hosts Martin and Rob love to hear from the show's 6000+ listeners in 140 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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On today's deep dive bonus UNCUT episode, Rob Brown of the Accountants Influencers Podcast interviews Simon Smallwood of WorldFirst on how accountants help their clients with international growth. Simon Smallwood is Head of Partnerships for WorldFirst UK, working with accountants to assist their clients on international business. Previously he worked for a VC backed fintech start up in the AI and Open banking space so knows the regulated financial services market. Simon is also an entrepreneur, co-founding with his wife a financial services business delivering the dream for UK buyers of second homes in France, Spain and other European markets. That business has been a client on WorldFirst since 2008 and had referred in 1,000+ private clients. Key takeaways from the whole interview include: ➜ A brief overview of the global business that is WorldFirst and how it helps businesses save money ➜ What is involved in making it easier for businesses to trade internationally ➜ How international trade has grown massively over the last couple of years ➜ The biggest challenges facing companies who do business internationally ➜ The importance of the accountant as trusted advisor to business clients who want to grow ➜ The thinking behind partnering directly with accountants to add value to their business clients ➜ How WorldFirst helps accountants to provide additional advice and support to business clients ➜ Questions an accountant might ask clients to uncover or expand international trade opportunities ➜ How technology has changed and helped the way businesses trade internationally ➜ Signs that a business might benefit from exploring opportunities to expand beyond domestic markets ➜ The common mistakes companies make when considering international markets for their products and services ➜ What a conversation with potential new accounting partnerships looks like for WorldFirst ➜ Advice for accountants who want to push a stronger international business agenda in their firm ➜ What's most exciting about global trading and international business in the next few years. When not working, Simon's entrepreneurial exploits include gardening, breeding ducklings and working the pub/restaurant trade. He loves playing sport, being outdoors reading books about high performance in sport and the cross over in terms of high performance in business. WorldFirst website: https://www.worldfirst.com/ (https://www.worldfirst.com) Simon Smallwood on LinkedIn https://www.linkedin.com/in/simon-smallwood (https://www.linkedin.com/in/simon-smallwood) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 6000+ listeners in 140 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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On today's deep dive UNCUT bonus episode, Rob Brown of the Accounting Influencers Podcast interviews Sharon Howley of Global Data on how networks, associations and alliances serve the profession. Sharon Howley has worked at Verdict as part of the Global Data brand for 11 years. She has a strong background in sales and account management which lends itself well to the client satisfaction, account revenue, retention and growth targets she currently has. She manages subscriptions and retention for 12 different B2B publications including The Accountant and International Accounting Bulletin (IAB). The IAB works closely with all of the accountancy networks, associations and alliances, and produces the official global rankings for these. In addition, Verdict produces special supplements on technology, recruitment, L&D and a World Survey focusing on accounting firm growth and success, and for networks, alliances and associations. Key takeaways from the whole interview include: ➯ How data in the accounting practice space has grown and changed over the years ➯ The changes accounting firms, networks, events and professionals have had to deal with during the pandemic ➯ What has prompted accountants to engage much more with their clients than ever before ➯ The 4 hottest topics that accountants really want to talk about and are struggling with right now ➯ How the data from conversations with accountants turns into valuable learning for the accounting profession ➯ The importance for accountants of staying relevant with a global perspective ➯ How some global regions do better than others in accessing current commercial knowledge to stay informed ➯ The curiosity factor that makes professional firms want to 'look over the garden wall' at what their peers are doing ➯ What juicy topics a report on Women in Leadership addresses for up and coming accountants ➯ The special relationship Verdict, IAB and Global Data have with accounting networks, associations and alliances ➯ What kind of data the Global Survey of Networks & Associations reveals and how that data drives their commercial strategies ➯ Why global rankings, awards and surveys matter to accounting firms, networks and associations ➯ The 2 hottest topics on the agenda of international networks, alliances and associations in accountancy and professional services ➯ Thoughts on the pivot to virtual events for the accounting world, and the pros and cons of having no face to face element ➯ The importance of the Digital Accounting Forum Awards annual event in celebrating the successes in the accounting world ➯ The benefits of being independent in serving accountants and networks/associations rather than having an agenda ➯ Why it's important for an accounting firm to belong to a global network, alliance or association ➯ How busy accountants are overloaded by information and how they decide what's most relevant for them ➯ What's coming up in the next few years for the accounting profession and the 3 big things we will see a lot more of When not working, Sharon is kept pretty busy with family life and her daughter, and loves watching films when she has the time. Sharon on LinkedIn: https://www.linkedin.com/in/sharon-howley-b3760295/ (https://www.linkedin.com/in/sharon-howley-b3760295) IAB website: https://www.internationalaccountingbulletin.com/ (https://www.internationalaccountingbulletin.com) The Accountant website: https://www.theaccountant-online.com/ (https://www.theaccountant-online.com) NOTE TO LISTENERS: This is a full-length uncut interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 6000+ listeners in 140 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 45. On today's episode, Rob Brown of the Accountants Influencers Podcast interviews Simon Smallwood of WorldFirst on how accountants help their clients with international growth. Simon Smallwood is Head of Partnerships for WorldFirst UK, working with accountants to assist their clients on international business. Previously he worked for a VC backed fintech start up in the AI and Open banking space so knows the regulated financial services market. Simon is also an entrepreneur, co-founding with his wife a financial services business delivering the dream for UK buyers of second homes in France, Spain and other European markets. That business has been a client on WorldFirst since 2008 and had referred in 1,000+ private clients. Key takeaways from the whole interview include: ➜ A brief overview of the global business that is WorldFirst and how it helps businesses save money ➜ What is involved in making it easier for businesses to trade internationally ➜ How international trade has grown massively over the last couple of years ➜ The biggest challenges facing companies who do business internationally ➜ The importance of the accountant as trusted advisor to business clients who want to grow ➜ The thinking behind partnering directly with accountants to add value to their business clients ➜ How WorldFirst helps accountants to provide additional advice and support to business clients ➜ Questions an accountant might ask clients to uncover or expand international trade opportunities ➜ How technology has changed and helped the way businesses trade internationally ➜ Signs that a business might benefit from exploring opportunities to expand beyond domestic markets ➜ The common mistakes companies make when considering international markets for their products and services ➜ What a conversation with potential new accounting partnerships looks like for WorldFirst ➜ Advice for accountants who want to push a stronger international business agenda in their firm ➜ What's most exciting about global trading and international business in the next few years. When not working, Simon's entrepreneurial exploits include gardening, breeding ducklings and working the pub/restaurant trade. He loves playing sport, being outdoors reading books about high performance in sport and the cross over in terms of high performance in business. WorldFirst website: https://www.worldfirst.com (https://www.worldfirst.com) Simon Smallwood on LinkedIn https://www.linkedin.com/in/simon-smallwood (https://www.linkedin.com/in/simon-smallwood) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus episode at the weekend. Martin and Rob love to hear from the show's 6000+ listeners in 140 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 44. In today's practical episode of the Accountants Influencers Podcast with Rob Brown, discover the 5 critical skills accountants should be upgrading for more career options and better client value. Key takeaways include: ➤ Why it's important for accounting and fintech professionals to stay relevant and current ➤ What career capital is for accountants and why it leads to more employment choices ➤ Why mere technical skills and expertise alone is not guaranteed to get you promoted ➤ How technical skills give you the foundation for career progression and promotability ➤ Why being good is no longer good enough for many modern day employees ➤ The role commercial acumen or an entrepreneurial mindset builds career capital for accountants ➤ The one skill that, if absent, labels many accountants as mere number crunchers, order takers and bean counters ➤ What micro skills contribute to better people skills for accounting and fintech professionals ➤ Thoughts on how to build traditional communication skills in a remote or hybrid working environment ➤ The increasingly important role of technology skills that accountants must be fluent in ➤ The ultimate skill for accountancy professionals to add real value to their employers ➤ What your ability to win business for your firm does for your employment and promotion prospects in accounting NOTE TO LISTENERS: Every Thursday the show gives you a practical 'here's what works' summary of a key challenge, need or strategy for accountants, CPAs and bookkeepers. Martin and Rob love to hear from the show's 6000+ listeners in 140 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 43. On today's episode, Rob Brown of the Accounting Influencers Podcast interviews Sharon Howley of Global Data on how networks, associations and alliances serve the profession. Sharon Howley has worked at Verdict as part of the Global Data brand for 11 years. She has a strong background in sales and account management which lends itself well to the client satisfaction, account revenue, retention and growth targets she currently has. She manages subscriptions and retention for 12 different B2B publications including The Accountant and International Accounting Bulletin (IAB). The IAB works closely with all of the accountancy networks, associations and alliances, and produces the official global rankings for these. In addition, Verdict produces special supplements on technology, recruitment, L&D and a World Survey focusing on accounting firm growth and success, and for networks, alliances and associations. Key takeaways from the whole interview include: ➯ How data in the accounting practice space has grown and changed over the years ➯ The changes accounting firms, networks, events and professionals have had to deal with during the pandemic ➯ What has prompted accountants to engage much more with their clients than ever before ➯ The 4 hottest topics that accountants really want to talk about and are struggling with right now ➯ How the data from conversations with accountants turns into valuable learning for the accounting profession ➯ The importance for accountants of staying relevant with a global perspective ➯ How some global regions do better than others in accessing current commercial knowledge to stay informed ➯ The curiosity factor that makes professional firms want to 'look over the garden wall' at what their peers are doing ➯ What juicy topics a report on Women in Leadership addresses for up and coming accountants ➯ The special relationship Verdict, IAB and Global Data have with accounting networks, associations and alliances ➯ What kind of data the Global Survey of Networks & Associations reveals and how that data drives their commercial strategies ➯ Why global rankings, awards and surveys matter to accounting firms, networks and associations ➯ The 2 hottest topics on the agenda of international networks, alliances and associations in accountancy and professional services ➯ Thoughts on the pivot to virtual events for the accounting world, and the pros and cons of having no face to face element ➯ The importance of the Digital Accounting Forum Awards annual event in celebrating the successes in the accounting world ➯ The benefits of being independent in serving accountants and networks/associations rather than having an agenda ➯ Why it's important for an accounting firm to belong to a global network, alliance or association ➯ How busy accountants are overloaded by information and how they decide what's most relevant for them ➯ What's coming up in the next few years for the accounting profession and the 3 big things we will see a lot more of When not working, Sharon is kept pretty busy with family life and her daughter, and loves watching films when she has the time. Sharon on LinkedIn: https://www.linkedin.com/in/sharon-howley-b3760295/ (https://www.linkedin.com/in/sharon-howley-b3760295) IAB website: https://www.internationalaccountingbulletin.com/ (https://www.internationalaccountingbulletin.com) The Accountant website: https://www.theaccountant-online.com/ (https://www.theaccountant-online.com) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus UNCUT episode at the weekend. Martin and Rob love to hear from the show's 6000+ listeners in 140 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 42. In today's news episode, the Accounting Influencers Podcast host Rob Brown sheds some light on why talent recruitment is such a big problem for accounting firms with growth plans. Key takeaways include: ★ Research showing talent and recruitment is a critical issue for accounting firms ★ Why accounting firms must be more proactive in winning the war for talent ★ What, according to Hinge, is the only issue more important for professional firms than finding and keeping good people ★ The factors affecting the talent shortage in professional service sectors like accounting, finance and tech ★ The importance of an accounting firm's brand in attractive good talent ★ What's behind the $8.5tn talent shortage according to Kornferry ★ How the workforce of the future is beng transformed by covid, by new generations of talent, by globalisation and by technology ★ The importance of creating a better experience for people who work at your firm ★ The impact of an era of employee choice brought about by an ageing profession in accountancy ★ What percentage of accounting and fintech professionals might be looking for a new job in the next 12 months ★ What it takes to become an employer of choice with your accounting practice ★ The importance of an accelerated career path for new hires and younger talent ★ The power of a story or narrative behind your accounting firm's brand to attract enough of the right people ★ Why it costs you to hire and promote the wrong people ★ Why training and coaching your talent is vital in keeping them at your professional firm or company ★ The implications for accountancy firms with ageing leaders who want to take money out vz develop new talent NOTE TO LISTENERS: Martin and Rob love to hear from the show's 6000+ listeners in 140 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Episode 41. On this week’s Accounting Influencers Podcast: ➜ News - Rob riffs on "Solving the Crippling Talent Shortage in the Global Accounting Profession." Key points include why accounting firms must be more proactive in winning the war for talent, the factors affecting the talent shortage in professional service sectors like accounting, finance and tech, plus the impact of an era of employee choice brought about by an ageing profession in accountancy. ➜ Special guest interview with Sharon Howley of Global Data and the International Accounting Bulletin on the challenges and opportunities for accounting networks, alliances and associations. Listen to how data in the accounting practice space has grown and changed over the years, the 4 hottest topics that accountants really want to talk about and are struggling with right now and the 'curiosity factor' that makes professional firms want to 'look over the garden wall' at what their peers are doing. ➜ "Here's What Works on Upgrading Professional Skills for Accountants". Rob offers up practical advice and tips for accounting practitioners on what career capital is for accountants and why it leads to more employment choices, why mere technical skills and expertise alone is not guaranteed to get you promoted and the role commercial acumen or an entrepreneurial mindset builds career capital for accountants. ➜ Expert Interview: "Global Business Opportunities for Accountants" with Simon Smallwood of World First. Hear the biggest challenges facing companies who do business internationally, how international trade has grown massively and advice for accountants who want to push a stronger international business agenda in their firm. NOTE TO LISTENERS: Martin and Rob love to hear from the show's 6000+ listeners in 140 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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Trailer - coming up this week on the daily radio show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two special guest/expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Rob riffs on "Solving the Crippling Talent Shortage in the Global Accounting Profession." Key points include why accounting firms must be more proactive in winning the war for talent, the factors affecting the talent shortage in professional service sectors like accounting, finance and tech, plus the impact of an era of employee choice brought about by an ageing profession in accountancy. ➜ Wednesday: Highlights from a special guest interview with Sharon Howley of Global Data and the International Accounting Bulletin on the challenges and opportunities for accounting networks, alliances and associations. Listen to how data in the accounting practice space has grown and changed over the years, the 4 hottest topics that accountants really want to talk about and are struggling with right now and the 'curiosity factor' that makes professional firms want to 'look over the garden wall' at what their peers are doing. ➜ Thursday: Here's What Works - Rob offers up practical advice and tips for accounting practitioners on "Here's What Works on Upgrading Professional Skills for Accountants." Discover What career capital is for accountants and why it leads to more employment choices, why mere technical skills and expertise alone is not guaranteed to get you promoted and the role commercial acumen or an entrepreneurial mindset builds career capital for accountants. ➜ Friday: Expert Interview - "Global Business Opportunities for Accountants" with Simon Smallwood of World First. Hear the biggest challenges facing companies who do business internationally, how international trade has grown massively and advice for accountants who want to push a stronger international business agenda in their firm. ➜ Saturday: Full length UNCUT special guest interview with Sharon Howley of Global Data and the International Accounting Bulletin on the challenges and opportunities for accounting networks, alliances and associations. Listen to how data in the accounting practice space has grown and changed over the years, the 4 hottest topics that accountants really want to talk about and are struggling with right now and the 'curiosity factor' that makes professional firms want to 'look over the garden wall' at what their peers are doing. ➜ Sunday: Full length UNCUT expert interview - "Global Business Opportunities for Accountants" with Simon Smallwood of World First. Hear the biggest challenges facing companies who do business internationally, how international trade has grown massively and advice for accountants who want to push a stronger international business agenda in their firm. Enjoy the highlights show every Monday, stand alone shorter segments of the main show Tuesday to Friday, then the full deep dive uncut interviews in bonus editions every Saturday and Sunday. NOTE TO LISTENERS: Martin and Rob love to hear from the show's 6000+ listeners in 140 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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On today's deep dive bonus episode, Rob Brown of the Accountants Influencers Podcast interviews Mike Dean of WhisperClaims on the opportunities research and development or R&D gives accountants. Mike Dean is a co-founder of WhisperClaims, which helps accountants deliver an in-house research and development (R&D) tax service using the best possible tools and support. He has a 15 year commercial career mostly working with tech businesses and public sector business support programmes, and was a board member at Marconi. An assignment with one of the larger R&D tax consultancies exposed him some of the challenges facing the industry. WhisperClaims' white label technology saw that the market was commoditising and recognised a need to streamline processes provide support for businesses to prepare their claims much more quickly and easily, whilst ensuring compliance. Key shownotes from the whole interview include: ◆ How government incentives encourage companies to do more research and development ◆ Examples of R&D projects and why innovation has so many different forms ◆ Which sectors struggle to innovate and which ones thrive in R&D ◆ The commercial benefits for companies of innovating and investing in R&D ◆ The 2 main eligibility rules for businesses to make tax claims for R&D ◆ The importance of science and technology to drive progress in business ◆ Why governments need to get involved in R&D rather than just leaving it to individual businesses ◆ How R&D incentives operate in most countries to deliver economic value ◆ The role accountants and CPAs play in the R&D tax claim process for businesses ◆ The main options for businesses who seek external help in putting together R&D claims ◆ The similarities between the R&D market in different countries ◆ Who dominates the R&D tax world and how they make their money ◆ How R&D is a lucrative advisory based non-compliance service for accountants ◆ The advantage for accountants of using R&D software to avoid them having to be an expert in this area ◆ The drawbacks of a contingent-based pricing model vz fixed fees for R&D tax claims ◆ The importance of a business model in R&D that puts the accountant at the hub of the client relationship ◆ The problem for many accountants and business clients in understanding R&D tax without dedicated time and resource ◆ How WhisperClaims R&D tax software works for accountants to help their clients ◆ What accountants should know about what is coming up in the unregulated R&D tax space in coming years ◆ Best advice for accountants who want to add value to their clients with an R&D tax service Outside of work, Mike has grown up twin boys, a passion for cycling. After a stellar amateur velodrome and road racing career, a mountain bike accident means he now cycles for leisure and enjoys camper van holidays with his wife Fiona. WhisperClaims website: https://www.whisperclaims.co.uk/ (https://www.whisperclaims.co.uk/) Mike Dean on LinkedIn: https://www.linkedin.com/in/mikedeanwhisperclaims (https://www.linkedin.com/in/mikedeanwhisperclaims) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 6000+ listeners in 140 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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On today's deep dive special edition episode, Rob Brown of the Accounting Influencers Podcast interviews Ian Thompson of Iris Star on what is working for accountants with practice management software. Ian Thompson is a Senior Manager at Iris Star Practice Management. Providing solutions to accountancy firms since 1984, Ian joined Star in 1996. In 2019 Star joined IRIS Software Group. Primarily focussed on developing new client relationships and maintaining an existing client portfolio, he also has involvement in marketing, development and managing key vendor relationships, such as payments portal provider Apxium. Ian’s experience with Practice Management covers all sizes of firm in the UK and overseas and has helped many firms to operate more efficiently and profitably. When not working, Ian is a keen cyclist, swimmer and skier. He is also looking forward to being a regular cinema and theatre goer again. Key shownotes from the whole interview include: ➨ Whether 25 years in a tech/software business is a long time or not ➨ What Iris Global actually means and stands for ➨ How the acquisition by Iris changed what was happening in Star with more resources and assets ➨ The kind of accounting firms Iris Star Practice Management is perfect for ➨ What makes Practice Management so hard to define in the accounting world ➨ The big trends in Practice Management across the accounting profession globally ➨ The two essential outputs of a good Practice Management system ➨ How Iris Star Practice Management stacks up against the competition ➨ How the market narrows for more demanding Practice Management systems in accounting ➨ The two kinds of Practice Management challenges faced by accounting firms internationally ➨ Analysing the cloud vz desktop options for accounting firm Practice Management ➨ The big reason North America accounting firms lead the world in Practice Management ➨ Why it's so complicated for accountancy firms to get something simple like a timesheet right ➨ What makes many accounting firms inefficient in the way they bill and use legacy systems ➨ The responsibility of software vendors in helping accounting firmsmake better tech choices ➨ Why Practice Management for accountants has not innovated and evolved as much as it could have ➨ How technology is changing Practice Management for accounting practices globally ➨ What the great accountancy firms do that the rest don't when it comes to Practice Management ➨ How hybrid working models, mobile apps, AI, bots and data security are affecting accountancy Practice Management ➨ What has changed in the way accounting leaders run their firms over the last 30 years ➨ The battle between progressive accountancy leaders who want to drive change, and others who are reluctant to change ➨ What a push versus pull attitude to change has stifled innovation and imagination in many accounting practices ➨ The critical role of culture in driving change and adopting tech in accounting firms ➨ The % of revenue growing accountancy firms should be investing in technology ➨ The challenge of talent recruitment, especially with accounting firms being unwilling to jettison unprofitable clients ➨ The pain points or alarm bells an accounting firm might experience to prompt a fresh Practice Management conversation ➨ Whether Covid will change how accounting leaders run their firms ➨ Why there will be a lot more consolidation in the accounting market over coming years ➨ What gives us all hope for the future of the accounting profession Star Iris Website: https://www.irisglobal.com/products/accounting-practice-management/iris-star-practice-management/ (www.irisglobal.com/star) Ian on LinkedIn: https://www.linkedin.com/in/ian-p-thompson-b2bb2b5 (https://www.linkedin.com/in/ian-p-thompson-b2bb2b5) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous...

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Episode 40. On today's episode, Rob Brown of the Accountants Influencers Podcast interviews Mike Dean of WhisperClaims on the opportunities research and development or R&D gives accountants. Mike Dean is a co-founder of WhisperClaims, which helps accountants deliver an in-house research and development (R&D) tax service using the best possible tools and support. He has a 15 year commercial career mostly working with tech businesses and public sector business support programmes, and was a board member at Marconi. An assignment with one of the larger R&D tax consultancies exposed him some of the challenges facing the industry. WhisperClaims' white label technology saw that the market was commoditising and recognised a need to streamline processes provide support for businesses to prepare their claims much more quickly and easily, whilst ensuring compliance. Key shownotes from the whole interview include: ◆ How government incentives encourage companies to do more research and development ◆ Examples of R&D projects and why innovation has so many different forms ◆ Which sectors struggle to innovate and which ones thrive in R&D ◆ The commercial benefits for companies of innovating and investing in R&D ◆ The 2 main eligibility rules for businesses to make tax claims for R&D ◆ The importance of science and technology to drive progress in business ◆ Why governments need to get involved in R&D rather than just leaving it to individual businesses ◆ How R&D incentives operate in most countries to deliver economic value ◆ The role accountants and CPAs play in the R&D tax claim process for businesses ◆ The main options for businesses who seek external help in putting together R&D claims ◆ The similarities between the R&D market in different countries ◆ Who dominates the R&D tax world and how they make their money ◆ How R&D is a lucrative advisory based non-compliance service for accountants ◆ The advantage for accountants of using R&D software to avoid them having to be an expert in this area ◆ The drawbacks of a contingent-based pricing model vz fixed fees for R&D tax claims ◆ The importance of a business model in R&D that puts the accountant at the hub of the client relationship ◆ The problem for many accountants and business clients in understanding R&D tax without dedicated time and resource ◆ How WhisperClaims R&D tax software works for accountants to help their clients ◆ What accountants should know about what is coming up in the unregulated R&D tax space in coming years ◆ Best advice for accountants who want to add value to their clients with an R&D tax service Outside of work, Mike has grown up twin boys, a passion for cycling. After a stellar amateur velodrome and road racing career, a mountain bike accident means he now cycles for leisure and enjoys camper van holidays with his wife Fiona. WhisperClaims website: https://www.whisperclaims.co.uk/ (https://www.whisperclaims.co.uk/) Mike Dean on LinkedIn: https://www.linkedin.com/in/mikedeanwhisperclaims (https://www.linkedin.com/in/mikedeanwhisperclaims) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus episode at the weekend. Martin and Rob love to hear from the show's 6000+ listeners in 140 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 39. In today's practical episode, listen to the Accountants Influencers Podcast with Rob Brown on what really works for accounting firms and CPAs with personal branding and reputation building. Key takeaways include: ＞ Why accountants and the fintech software vendors who serve them struggle to differentiate themselves from their competitors ＞ How personal branding, reputation building and personal marketing mean similar things for accounting practitioners ＞ How personal branding differs from corporate branding in the accounting and fintech world ＞ How people refer and recommend people not brands in professional services ＞ The career benefits for accountants and professionals of developing your personal brand ＞ The old world of 'biding your time' to get promoted, and how that process can be accelerated by personally marketing yourself ＞ The only way you can succeed if you are uncomfortable promoting and marketing yourself ＞ What advocates, referrers and champions need from you if they're going to shout about you and recommend you ＞ A model which explains the difference between character, personal brand and reputation ＞ The critical components of your personal brand and when that turns into a reputation and career capital ＞ What people really buy and why many accountants fail in their personal branding ＞ 4 key areas in which you need to build your personal brand and reputation ＞ The importance of a business network, and how many people the average professional knows by age 40 ＞ Reasons why your network might decrease as you grow older, meaning it needs maintaining ＞ Some useful questions to assess whether your connections are the right ones and will be useful to you ＞ The critical difference between your network and your reputation ＞ Thoughts for accountants on building your authority, your credibility and your positioning ＞ The importance and make up of a personal board of advisors, mentors and coaches ＞ Why 'being professional' and getting the basics right is the foundation for a solid reputation NOTE TO LISTENERS: Martin and Rob love to hear from the show's 6000+ listeners in 140 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 38. On today's episode, Rob Brown of the Accounting Influencers Podcast interviews Ian Thompson of Iris Star on what is working for accountants with practice management software. Ian Thompson is a Senior Manager at Iris Star Practice Management. Providing solutions to accountancy firms since 1984, Ian joined Star in 1996. In 2019 Star joined IRIS Software Group. Primarily focussed on developing new client relationships and maintaining an existing client portfolio, he also has involvement in marketing, development and managing key vendor relationships, such as payments portal provider Apxium. Ian’s experience with Practice Management covers all sizes of firm in the UK and overseas and has helped many firms to operate more efficiently and profitably. When not working, Ian is a keen cyclist, swimmer and skier. He is also looking forward to being a regular cinema and theatre goer again. Key shownotes from the whole interview include: ➨ Whether 25 years in a tech/software business is a long time or not ➨ What Iris Global actually means and stands for ➨ How the acquisition by Iris changed what was happening in Star with more resources and assets ➨ The kind of accounting firms Iris Star Practice Management is perfect for ➨ What makes Practice Management so hard to define in the accounting world ➨ The big trends in Practice Management across the accounting profession globally ➨ The two essential outputs of a good Practice Management system ➨ How Iris Star Practice Management stacks up against the competition ➨ How the market narrows for more demanding Practice Management systems in accounting ➨ The two kinds of Practice Management challenges faced by accounting firms internationally ➨ Analysing the cloud vz desktop options for accounting firm Practice Management ➨ The big reason North America accounting firms lead the world in Practice Management ➨ Why it's so complicated for accountancy firms to get something simple like a timesheet right ➨ What makes many accounting firms inefficient in the way they bill and use legacy systems ➨ The responsibility of software vendors in helping accounting firmsmake better tech choices ➨ Why Practice Management for accountants has not innovated and evolved as much as it could have ➨ How technology is changing Practice Management for accounting practices globally ➨ What the great accountancy firms do that the rest don't when it comes to Practice Management ➨ How hybrid working models, mobile apps, AI, bots and data security are affecting accountancy Practice Management ➨ What has changed in the way accounting leaders run their firms over the last 30 years ➨ The battle between progressive accountancy leaders who want to drive change, and others who are reluctant to change ➨ What a push versus pull attitude to change has stifled innovation and imagination in many accounting practices ➨ The critical role of culture in driving change and adopting tech in accounting firms ➨ The % of revenue growing accountancy firms should be investing in technology ➨ The challenge of talent recruitment, especially with accounting firms being unwilling to jettison unprofitable clients ➨ The pain points or alarm bells an accounting firm might experience to prompt a fresh Practice Management conversation ➨ Whether Covid will change how accounting leaders run their firms ➨ Why there will be a lot more consolidation in the accounting market over coming years ➨ What gives us all hope for the future of the accounting profession Star Iris Website: https://www.irisglobal.com/products/accounting-practice-management/iris-star-practice-management/ (www.irisglobal.com/star) Ian on LinkedIn: https://www.linkedin.com/in/ian-p-thompson-b2bb2b5 (https://www.linkedin.com/in/ian-p-thompson-b2bb2b5) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus episode at the weekend. Martin and Rob love to hear...

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Episode 37. In today's news episode, the Accounting Influencers Podcast host Rob Brown previews the upcoming prestigious in-person Digital Accounting Forum & Awards international event in London 2021. Key shownotes include: ➩ How important awards shows and ceremonies are for the accounting and fintech world ➩ What makes the Digital Accounting Forum and Awards such a special annual event ➩ The difference in awards events that focus on accounting firms and accounting networks/associations ➩ The mistake some award winners make in failing to capitalise on their success ➩ What people and clients care about more than you actually winning an award ➩ Insight into the judging process for awards similar to those at the Digital Accounting Forum and Awards ➩ What makes entering for an award hard work and why some firms/individuals don't do it ➩ The upsides for accountants, firms, networks, software vendors of being nominated for or winning an award ➩ How marketing spend put into awards can make good business sense in the accounting and fintech world ➩ The two benefits of getting involved in an awards process for accountancy firms, networks, associations and the vendors who serve them ➩ Why it's great to be back doing face to face 'in person' events and more authentic networking ➩ The mistake of treating awards evenings as an excuse to just eat, drink and be merry ➩ The wisdom of coupling awards events with conferences to keep attendees current, relevant and informed ➩ Why the Digital Accounting Forum and Awards event is worth attending ➩ The merits of sponsoring awards and examples of other ways to get your brand exposed to the accounting and fintech world ➩ Shout out to Jon Lisby, chair of the judges at the Digital Accounting and Awards To check out the awards, the show agenda, the speakers and education sessions for the upcoming Digital Accounting Forum and Awards event in London on November 4 2021, go to https://arena-international.com/daf2021 (https://arena-international.com/daf2021) NOTE TO LISTENERS: Martin and Rob love to hear from the show's 6000+ listeners in 140 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 36. On this week’s Accounting Influencers Podcast: ➜ News - Rob Brown goes solo on "Previewing the Upcoming Digital Accountancy Forum & Awards in London 2021." This is one of the most prestigious UK events and attracts leaders and influencers international from the major accounting networks, associations and alliances plus the vendor community who support them. #DAFA21 is ran by Global Data who publish the International Accounting Bulletin and conduct the official world rankings for accounting networks, alliances and associations. ➜ Special Guest Interview: "Accounting Firm Practice Management Insights with Ian Thompson." In this highlights snippet (full uncut version comes out as a bonus episode at the weekend), you can learn about the very latest developments in Practice Management for accountants, the recent merge with Star and Iris Global, the big trends in Practice Management across the accounting profession globally and the two kinds of Practice Management challenges faced by accounting firms everywhere. ➜ Rob offers up practical advice and tips for accounting practitioners on "Here's What Works on Personal Branding & Reputation Building for Accountants." As author of the bestselling book Build Your Reputation, Rob knows this topic well and shares tips to help accountants raise their profile, showcase their expertise and build valuable career capital. ➜ Expert Interview: "Research & Development Tax Tips for Accountants with Mike Dean (Highlights)". In this highlights snippet (full uncut version comes out as a bonus episode at the weekend), you'll discover the role accountants and CPAs play in the R&D tax claim process for businesses, the similarities between the R&D market in different countries, who dominates the R&D tax world plus how they make their money, and how R&D is a lucrative advisory based non-compliance service for accountants. NOTE TO LISTENERS: Martin and Rob love to hear from the show's 5000+ listeners in 140 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Trailer - coming up this week on the daily radio show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two special guest/expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Rob Brown goes solo on "Previewing the Upcoming Digital Accountancy Forum & Awards in London 2021." This is one of the most prestigious UK events and attracts leaders and influencers international from the major accounting networks, associations and alliances plus the vendor community who support them. #DAFA21 is ran by Global Data who publish the International Accounting Bulletin and conduct the official world rankings for accounting networks, alliances and associations. ➜ Wednesday: Special Guest Interview - "Accounting Firm Practice Management Insights with Ian Thompson(Highlights)." Learn about the very latest developments in Practice Management for accountants, the recent merge with Star and Iris Global, the big trends in Practice Management across the accounting profession globally and the two kinds of Practice Management challenges faced by accounting firms everywhere. ➜ Thursday: Here's What Works - Rob offers up practical advice and tips for accounting practitioners on "Here's What Works on Personal Branding & Reputation Building for Accountants." As author of the bestselling book Build Your Reputation, Rob knows this topic well and shares tips to help accountants raise their profile, showcase their expertise and build valuable career capital. ➜ Friday: Expert Interview - "Research & Development Tax Tips for Accountants with Mike Dean (Highlights)". Discover the role accountants and CPAs play in the R&D tax claim process for businesses, the similarities between the R&D market in different countries, who dominates the R&D tax world plus how they make their money, and how R&D is a lucrative advisory based non-compliance service for accountants. ➜ Saturday: Full length Special Guest Interview - "Accounting Firm Practice Management Insights with Ian Thompson(Uncut)." Learn about the very latest developments in Practice Management for accountants, the recent merge with Star and Iris Global, the big trends in Practice Management across the accounting profession globally and the two kinds of Practice Management challenges faced by accounting firms everywhere. ➜ Sunday: Full length Expert Interview - "Research & Development Tax Tips for Accountants with Mike Dean (Uncut)". Discover the role accountants and CPAs play in the R&D tax claim process for businesses, the similarities between the R&D market in different countries, who dominates the R&D tax world plus how they make their money, and how R&D is a lucrative advisory based non-compliance service for accountants. Enjoy the highlights show every Monday, stand alone shorter segments of the main show Tuesday to Friday, then the full deep dive uncut interviews in bonus editions every Saturday and Sunday. NOTE TO LISTENERS: Martin and Rob love to hear from the show's 6000+ listeners in 140 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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On today's deep dive bonus episode, Rob Brown of the Accountants Influencers Podcast interviews Will Farnell on the important components of growth for accounting practices in a digital world. Will Farnell is a former record shop owner and band manager who then worked in a Big Four firm advising predominantly public sector bodies on efficiency and process improvement. In 2007. he founded Farnell Clarke, an award-winning innovative UK accounting firm in 2007 which was one of the first globally to fully adopt cloud accounting technology. Will is now a global authority on digital-based strategies for practice growth. He wrote ‘The Digital Firm’, a blueprint for digital transformation and provides consulting services to support firms in becoming a digital practice. Key shownotes from the whole interview include: ◆ The journey to writing the popular accounting practice book 'The Digital Firm' ◆ The ultimate definition of a digital accounting firm and the two key areas it covers ◆ Who leads the world in accounting practice digital and cloud adoption, and who is still catching up ◆ Why many accountancy firms who claim to be digital are actually just 'playing at it' ◆ How a digital firm embraces both people and technology to evolve into a 'human firm' ◆ The key difference between accountants in the UK and the CPAs in North America ◆ The key drivers of digital transformation in accountancy practices ◆ What will happen to accounting firms who fail to adapt to change, refuse to evolve and back away from digital reform ◆ The number one reason accounting professionals should want to change, and it's not profits or government regulation ◆ Why accounting firm succession is such a big issue right now ◆ The choices millennials have to invest in an accounting practice ◆ The critical factors that effect the sale value of an accounting firm ◆ Comments on the private equity and venture capital companies moving into the accounting sector to buy firms ◆ The difference between growing an accounting practice and scaling one ◆ What accountancy firms need to do to create more value for potential buyers and become more commercial ◆ The importance of vision and values to build a structure that scales an accounting practice ◆ Blending process, people and technology to deliver success in accounting firms ◆ Different ways to define growth in an accountancy practice or CPA firm ◆ What defines a good client experience for accounting professionals ◆ Questions accountants should ask themselves if they want to give their clients a better experience ◆ The importance for accountants of touchpoints to make clients feel valued and emotionally engaged ◆ The role technology plays for accounting practices in creating a better client experience ◆ Cutting through the compliance vs advisory debate by defining what each one really means ◆ The business landscape in the UK (and probably similar in other countries) and what it means for growing accounting firms ◆ Asking how relevant accountants are to many small businesses ◆ Words of advice for accounting firm leaders to be successful in these challenging times When not working, you'll find Will somewhere near water on anything that floats, but ideally a sailing boat with the family. Will Farnell on LinkedIn: https://my.captivate.fm/www.linkedin.com/in/willfarnell (www.linkedin.com/in/willfarnell) Will Farnell website: https://my.captivate.fm/www.willfarnell.com (www.willfarnell.com) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show. Oh, and if...

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On today's deep dive special edition episode, Rob Brown of the Accountants Influencers Podcast interviews Henry Waddilove of Novus on how accounting firm telemarketing creates high quality appointments. Henry Waddilove is MD of Novus Business Connections, a leading accounting and professional service firm focused high-level telemarketing company. Their clients range from top 10 UK accountants to regional, niche boutiques. However, the objective always remains the same - to assist in growing new business opportunities in a targeted and measurable way. Justin, Henry’s business partner and father comes with 18 years at Sales Director level from practices such as Moore Stephens, Kingston Smith to but a few as so they have real life experience on ‘the other side of the fence’. When not working, Henry seems to be busy organising his next adventure, most recently back from a 3 week African rally, driving down to the bottom on the Sahara Dessert in a London taxi, all in the name of charity. Having had to postpone his wedding once, he feels this will be the next adventure. Key shownotes from the whole interview include: ▶ Why an accounting firm would need to work with a telemarketing and appointment generating partner ▶ The two warning signs in accounting firms that mean external help is needed to create appointments ▶ The most common approaches accounting leaders have to work with their marketing teams ▶ The number one thing that separates the good accountants from the great ones ▶ What the best accounting firms possess that the average ones struggle with ▶ Why referrals are not always the best source of new business for accountants ▶ The challenges accountants face in generating new business opportunities ▶ The main area accounting firms and accountants haven't evolved as much as required ▶ Where the best growth and new business opportunities lie for accountants post-covid ▶ Where accounting firms struggle with inhouse expertise and capacity to win new work ▶ The three aspects of a successful telemarketing campaign for new accounting firm leads ▶ The importance of up to date and relevant data to drive new business conversations ▶ The missing piece of pipeline management for accountants - what they often fail to do ▶ What accountants still need to do once they get in front of an interested prospect ▶ The face to face vz remote/virtual dilemma in how accountants meet with potential clients ▶ Why video meetings can increase appointment generation and closing rates for accountants ▶ The impact of only 20% of B2B buyers wanting to return to 'in person' sales meetings ▶ A few non-work tips to tee up a productive day and some end-of-day wind-down ideas ▶ The biggest frustration in working with accounting firms to win new business clients ▶ The most exciting changes coming up for the accounting profession in the next few years Guestname on LinkedIn: https://www.linkedin.com/in/waddilove/ (https://www.linkedin.com/in/waddilove/) Guestname website: https://www.novus-bc.com/telemarketing-for-accountants/ (https://www.novus-bc.com/telemarketing-for-accountants/) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 35. On today's episode, Rob Brown of the Accountants Influencers Podcast interviews Will Farnell on the important components of growth for accounting practices in a digital world. Will Farnell is a former record shop owner and band manager who then worked in a Big Four firm advising predominantly public sector bodies on efficiency and process improvement. In 2007. he founded Farnell Clarke, an award-winning innovative UK accounting firm in 2007 which was one of the first globally to fully adopt cloud accounting technology. Will is now a global authority on digital-based strategies for practice growth. He wrote ‘The Digital Firm’, a blueprint for digital transformation and provides consulting services to support firms in becoming a digital practice. Key shownotes from the whole interview include: ◆ The journey to writing the popular accounting practice book 'The Digital Firm' ◆ The ultimate definition of a digital accounting firm and the two key areas it covers ◆ Who leads the world in accounting practice digital and cloud adoption, and who is still catching up ◆ Why many accountancy firms who claim to be digital are actually just 'playing at it' ◆ How a digital firm embraces both people and technology to evolve into a 'human firm' ◆ The key difference between accountants in the UK and the CPAs in North America ◆ The key drivers of digital transformation in accountancy practices ◆ What will happen to accounting firms who fail to adapt to change, refuse to evolve and back away from digital reform ◆ The number one reason accounting professionals should want to change, and it's not profits or government regulation ◆ Why accounting firm succession is such a big issue right now ◆ The choices millennials have to invest in an accounting practice ◆ The critical factors that effect the sale value of an accounting firm ◆ Comments on the private equity and venture capital companies moving into the accounting sector to buy firms ◆ The difference between growing an accounting practice and scaling one ◆ What accountancy firms need to do to create more value for potential buyers and become more commercial ◆ The importance of vision and values to build a structure that scales an accounting practice ◆ Blending process, people and technology to deliver success in accounting firms ◆ Different ways to define growth in an accountancy practice or CPA firm ◆ What defines a good client experience for accounting professionals ◆ Questions accountants should ask themselves if they want to give their clients a better experience ◆ The importance for accountants of touchpoints to make clients feel valued and emotionally engaged ◆ The role technology plays for accounting practices in creating a better client experience ◆ Cutting through the compliance vz advisory debate by defining what each one really means ◆ The business landscape in the UK (and probably similar in other countries) and what it means for growing accounting firms ◆ Asking how relevant accountants are to many small businesses ◆ Words of advice for accounting firm leaders to be successful in these challenging times When not working, you'll find Will somewhere near water on anything that floats, but ideally a sailing boat with the family. Guestname on LinkedIn: www.linkedin.com/in/willfarnell Guestname website: www.willfarnell.com NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus episode at the weekend. Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 34. In today's news episode The Accountants Influencers Podcast with Rob Brown & Martin Bissett on what really works with prospecting and lead generation for accounting firms and CPAs. Key takeaways include: ★ Why lead generation for accountants is a natural progression from marketing ★ How many accountants struggle to understand the differences between marketing, sales, prospecting, lead generation and business development ★ The major distinction between marketing and lead generation for accounting professionals ★ The importance of defining key metrics, growth targets and conversion rates for accountancy prospecting activities ★ How referrals lure accountants into thinking they're good at business development and selling ★ The critical message accountants should be giving prospects to lure them from their existing advisors ★ What proactivity looks like if accountants want to generate new business opportunities, and why referrals are often too reactive ★ Why it's just good business practice for accountants to know where their next clients, deals and sales are coming from ★ How accountants can build up a healthy pipeline of predictable new business opportunities ★ The critical difference between an accounting practice and an accounting business ★ How accountants can control the sales process by scheduling the next meeting during the current meeting ★ The dangers of being ignored or 'ghosted' for accounting work winners ★ Why accountants should never send a proposal or pitch document to potential new clients ★ The biggest mistake accountants make when talking to new prospects that scuppers the chances of getting a 'yes' ★ The question accounting professionals should ask to ensure all decision makers are present in a sales meeting ★ Why so much new business for accounting firms is left to chance and what drives such complacency NOTE TO LISTENERS: Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. Or how about sharing with us your best lead generation tip?We may just feature you on the show!

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Episode 33. On today's episode, Rob Brown of the Accountants Influencers Podcast interviews Henry Waddilove of Novus on how accounting firm telemarketing creates high quality appointments. Henry Waddilove is MD of Novus Business Connections, a leading accounting and professional service firm focused high-level telemarketing company. Their clients range from top 10 UK accountants to regional, niche boutiques. However, the objective always remains the same - to assist in growing new business opportunities in a targeted and measurable way. Justin, Henry’s business partner and father comes with 18 years at Sales Director level from practices such as Moore Stephens, Kingston Smith to but a few as so they have real life experience on ‘the other side of the fence’. When not working, Henry seems to be busy organising his next adventure, most recently back from a 3 week African rally, driving down to the bottom on the Sahara Dessert in a London taxi, all in the name of charity. Having had to postpone his wedding once, he feels this will be the next adventure. Key shownotes from the whole interview include: ▶ Why an accounting firm would need to work with a telemarketing and appointment generating partner ▶ The two warning signs in accounting firms that mean external help is needed to create appointments ▶ The most common approaches accounting leaders have to work with their marketing teams ▶ The number one thing that separates the good accountants from the great ones ▶ What the best accounting firms possess that the average ones struggle with ▶ Why referrals are not always the best source of new business for accountants ▶ The challenges accountants face in generating new business opportunities ▶ The main area accounting firms and accountants haven't evolved as much as required ▶ Where the best growth and new business opportunities lie for accountants post-covid ▶ Where accounting firms struggle with inhouse expertise and capacity to win new work ▶ The three aspects of a successful telemarketing campaign for new accounting firm leads ▶ The importance of up to date and relevant data to drive new business conversations ▶ The missing piece of pipeline management for accountants - what they often fail to do ▶ What accountants still need to do once they get in front of an interested prospect ▶ The face to face vz remote/virtual dilemma in how accountants meet with potential clients ▶ Why video meetings can increase appointment generation and closing rates for accountants ▶ The impact of only 20% of B2B buyers wanting to return to 'in person' sales meetings ▶ A few non-work tips to tee up a productive day and some end-of-day wind-down ideas ▶ The biggest frustration in working with accounting firms to win new business clients ▶ The most exciting changes coming up for the accounting profession in the next few years Guestname on LinkedIn: https://www.linkedin.com/in/waddilove/ (https://www.linkedin.com/in/waddilove/) Guestname website: https://www.novus-bc.com/telemarketing-for-accountants/ (https://www.novus-bc.com/telemarketing-for-accountants/) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus episode at the weekend. Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 32. In today's news episode, the Accounting Influencers Podcast examines the move by some fintech vendors to bypass accountants to deal directly with their clients and control their data. Key shownotes include: ◆ The thinking behind some software vendors selling their wares directly to the business owners and cutting out the accountant ◆ How the message to business owners has moved from implicit to more explicit 'get rid of your accountant' ◆ The wrongs done to clients by their accountants that some fintech companies are trying to take advantage of ◆ Why more powerful and highly resourced software vendors have the means to change the marketing narrative about accounting firms ◆ How more direct and persistent 'you don't need an accountant' messages gradually convince accounting clients of a potentially new truth ◆ The folly for business owners of being duped by software sellers into thinking they do not need a professional accountant ◆ Why price sensitivity in compliance will always hurt accountants, meaning they need to step up with advisory services ◆ What accountants and accountancy firms must start doing in conversations with their business clients to remain relevant and needed NOTE TO LISTENERS: Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 31. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Accountancy Extinction - Are Accountants Surplus to Requirements?" This in the light of recent plays by big software vendors to 'bypass the accountant' and own their clients by trying to make the practitioner irrelevant. Bold but feasible? ➜ Guest Interview Highlights: Henry Waddilove (MD at Novus Business Connections) talks to Rob about the two warning signs in accounting firms that mean external help is needed to create appointments, the most common approaches accounting leaders have to work with their marketing teams and why Why referrals are not always the best source of new business for accountants. Plus lots more. ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "Here's What Works on Lead Generation & Prospecting New Accounting Clients." With growth being on the agenda of most accounting firms, the need to start conversations with potential new clients in a virtual world has never been more important. ➜ Expert Interview Highlights: Will Farnell (Bestselling Author - The Digital Firm) talks to Rob about who leads the world in digital cloud adoption, why many accountancy firms who claim to be digital are actually just 'playing at it' and the key drivers of digital transformation in accountancy practices. Plus a lot more. NOTE TO LISTENERS: Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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On today's deep dive bonus episode, Martin Bissett of the Accountants Influencers Podcast interviews Dermot Hamblin on Sage's acquisition of GoProposal and the challenges accounting firms have with software. Dermot Hamblin has spent over 20 years in the accounting tech sector, launching three Practice Management solutions into the UK. He was employee number 44 at IRIS when they were a family firm. After 10 years of hyper growth and private equity rounds, he worked with Exchequer, a market leading ERP solution. After a spell with Thomson Reuters Digita, he led a range of tech contracts in Bulgaria and Australia and several software start-ups. In 2015, he launched Panalitix coaching in the UK and now works with a range of software vendors and accountancy firms to embrace the digital environment. Key shownotes from the whole interview include: ✓ What accounting firms need in place to become successful and client-centric in a digital world ✓ Whether accountants should force certain software on their clients or give them more choice of vendors ✓ How an accounting firm's attitude to general ledger software may inhibit their growth ✓ Thoughts on Sage's motivation to acquiring of GoProposal and how accounting practitioners may benefit When not working, Dermot runs marathons, plays squash, is trustee for a children's charity and supports amateur football. Dermot Hamblin on LinkedIn: https://www.linkedin.com/in/dermothamblin/ (https://www.linkedin.com/in/dermothamblin/) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show! Oh, and if you feel so inclined to leave a show review on any of the podcast platforms/apps, we'd be so so grateful.

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On today's deep dive special edition episode, Rob Brown of the Accountants Influencers Podcast interviews Nic Vrillaud of challenger bank Mettle on how they are filling the gap for small business banking. Nicolas Vrillaud leads Business Development & Partnerships at the challenger bank Mettle, with a focus on growing distribution via accountants. After 10+ years in consulting and banking, he has spent the last 5 years helping NatWest, one of the largest UK banks, adapt to the technological disruptions of the financial services industry. At Mettle, Nic works very closely with external partners as well as the product team to shape the product roadmap and continue delivering value-adding features to customers and accountants. Outside work, he enjoys reading about tech/innovation, investing in promising tech companies and spending time with his 3-year-old daughter. Key shownotes from the whole interview include: ➩ How the Mettle challenger bank fits into the wider Nat West business proposition ➩ Defining what a challenger bank is and does in the business sector ➩ The advantages for small businesses of working with non-traditional challenger banks ➩ The role of mobile technology, user experience and simplicity in challenger bank wallets ➩ How challenger banks are an international phenomenon, eg neo-banks in France ➩ The perfect storm of technology and lower regulation birth financial services companies ➩ The 2 factors that dictate whether a bank will be successful with business customers ➩ How an association with an established, trusted parent bank helps build a challenger brand ➩ An overview of the competitive landscape in the challenger bank space ➩ Why business customers have become unhappy with traditional high street banks ➩ What has changed in the business banking sector during the Covid pandemic ➩ Two reasons why so many new businesses have been created in the last 2 years ➩ How the younger entrepreneurs are shifting how banks and vendors operate ➩ Findings from Mettle research with YouGov about where people derive income from ➩ What contributes £125bn to the UK's GDP and why it presents opportunities ➩ Why it's critical that business banking is more integrated with cloud software ➩ How Mettle works with strategic fintech and software partners like Free Agent ➩ The benefits for accounting firms of working in partnership with Mettle ➩ The role accountants play in their partnerships with banks and how it serves their clients ➩ Shoutout to Free Agent, a loyal commercial partner of the Accounting Influencers Podcast ➩ The future of the fintech sector, especially challenger banks and their relationship with accountants Nic Vrillaud on LinkedIn: https://www.linkedin.com/in/nicolasvrillaud (https://www.linkedin.com/in/nicolasvrillaud) Mettle website: https://www.mettle.co.uk/ (https://www.mettle.co.uk) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus episode at the weekend. Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 30. On today's episode, Martin Bissett of the Accountants Influencers Podcast interviews Dermot Hamblin on Sage's acquisition of GoProposal and the challenges accounting firms have with software. Dermot Hamblin has spent over 20 years in the accounting tech sector, launching three Practice Management solutions into the UK. He was employee number 44 at IRIS when they were a family firm. After 10 years of hyper growth and private equity rounds, he worked with Exchequer, a market leading ERP solution. After a spell with Thomson Reuters Digita, he led a range of tech contracts in Bulgaria and Australia and several software start-ups. In 2015, he launched Panalitix coaching in the UK and now works with a range of software vendors and accountancy firms to embrace the digital environment. Key shownotes from the whole interview include: ✓ What accounting firms need in place to become successful and client-centric in a digital world ✓ Whether accountants should force certain software on their clients or give them more choice of vendors ✓ How an accounting firm's attitude to general ledger software may inhibit their growth ✓ Thoughts on Sage's motivation to acquiring of GoProposal and how accounting practitioners may benefit When not working, Dermot runs marathons, plays squash, is trustee for a children's charity and supports amateur football. Dermot Hamblin on LinkedIn: https://www.linkedin.com/in/dermothamblin/ (https://www.linkedin.com/in/dermothamblin/) This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus episode at the weekend. Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 29. In today's news episode, the Accountants Influencers Podcast with Rob Brown & Martin Bissett on what really works with marketing for accounting professionals, CPAs and bookkeepers. Key takeaways include: ➯ Accounting the new 'here's what works' section of the show ➯ Proof of the practical, evidence-based advice you'll be hearing ➯ How so-called influencers and experts have fooled accountants by making marketing complex ➯ The difference for accountants between doing marketing and understanding it so others can do it for you ➯ The 7 steps of a successful marketing strategy for accounting firms ➯ The critical difference between strategy and tactics for accountancy practices ➯ The fundamental starting point for any accounting firm marketing strategy ➯ The importance for accountants of having a strong message to start conversations ➯ The power of a defined target market or audience - thoughts on specialising or niching ➯ The various options accountants have for reaching their prospective clients ➯ Why accountants need 'findability' or discoverability' so prospects can seek them out ➯ What role resources play in a successful marketing strategy for accounting firms ➯ Advice for accountants on setting metrics or measurements with a marketing campaign or strategy ➯ The missing step that many accountants forget if they want their marketing to generate results ➯ What accountants can do to grow if they do not have a marketing function ➯ A heads up for our next 'here's what works' episode on lead generation for accountants NOTE TO LISTENERS: Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 28. On today's episode, Rob Brown of the Accountants Influencers Podcast interviews Nic Vrillaud of challenger bank Mettle on how they are filling the gap for small business banking. Nicolas Vrillaud leads Business Development & Partnerships at the challenger bank Mettle, with a focus on growing distribution via accountants. After 10+ years in consulting and banking, he has spent the last 5 years helping NatWest, one of the largest UK banks, adapt to the technological disruptions of the financial services industry. At Mettle, Nic works very closely with external partners as well as the product team to shape the product roadmap and continue delivering value-adding features to customers and accountants. Outside work, he enjoys reading about tech/innovation, investing in promising tech companies and spending time with his 3-year-old daughter. Key shownotes from the whole interview include: ➩ How the Mettle challenger bank fits into the wider Nat West business proposition ➩ Defining what a challenger bank is and does in the business sector ➩ The advantages for small businesses of working with non-traditional challenger banks ➩ The role of mobile technology, user experience and simplicity in challenger bank wallets ➩ How challenger banks are an international phenomenon, eg neo-banks in France ➩ The perfect storm of technology and lower regulation birth financial services companies ➩ The 2 factors that dictate whether a bank will be successful with business customers ➩ How an association with an established, trusted parent bank helps build a challenger brand ➩ An overview of the competitive landscape in the challenger bank space ➩ Why business customers have become unhappy with traditional high street banks ➩ What has changed in the business banking sector during the Covid pandemic ➩ Two reasons why so many new businesses have been created in the last 2 years ➩ How the younger entrepreneurs are shifting how banks and vendors operate ➩ Findings from Mettle research with YouGov about where people derive income from ➩ What contributes £125bn to the UK's GDP and why it presents opportunities ➩ Why it's critical that business banking is more integrated with cloud software ➩ How Mettle works with strategic fintech and software partners like Free Agent ➩ The benefits for accounting firms of working in partnership with Mettle ➩ The role accountants play in their partnerships with banks and how it serves their clients ➩ Shoutout to Free Agent, a loyal commercial partner of the Accounting Influencers Podcast ➩ The future of the fintech sector, especially challenger banks and their relationship with accountants Nic Vrillaud on LinkedIn: https://www.linkedin.com/in/nicolasvrillaud (https://www.linkedin.com/in/nicolasvrillaud) Mettle website: https://www.mettle.co.uk (https://www.mettle.co.uk) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus episode at the weekend. Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 27. In today's news episode, the Accounting Influencers Podcast reviews the big UK government u-turn on making tax digital and whether tax authorities have too much power in accountancy. Key shownotes include: ➯ The comical government u-turn on making tax digital or MTD ➯ How even HMRC officials didn't know the 12 month deferral would be happening ➯ The wasted time accountants and firms have spent on becoming MTD ready ➯ What time wasted on MTD could better have been spent on for accounting firms ➯ Implications of MTD for countries out side the UK given this is a worldwide initiative ➯ The impact for accountancy practices of having to chase legislation instead of growing their firms ➯ The critical decision accounting practitioners need to make as a result of government intervention ➯ How MTD affects the wider accounting and fintech ecosystem with vendors and clients ➯ How MTD has driven accountancy firms down a compliance vz advisory route for many years ➯ Proof of how MTD occupies accountants as judged by the popularity of tax legislation related seminars ➯ How to share your views with us on this topic by going to https://sayhi.chat/aip (sayhi.chat/aip) NOTE TO LISTENERS: Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip )into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 26. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "UK Government Stalls on Making Tax Digital Initiative - a Big Surprise?" ➜ Guest Interview Highlights: Nic Vrillaud (Head of Partnerships at Mettle Nat West) talks to Rob about the rise of Challenger Banks and how accountants can better work with banking partners to add value to their clients. ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "Here's What Works on Marketing - Blue Print for Accounting Firm Success." ➜ Expert Interview Highlights: Dermot Hamblin (Founder - Langdon Hamblin) talks to Martin about the evolution of the accounting profession over many years and what's coming up in a turbulent next few years. Check out the highlights show every Monday and the full deep dive interviews in bonus editions every Saturday and Sunday. NOTE TO LISTENERS: Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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On today's deep dive bonus episode, Martin Bissett of the Accountants Influencers Podcast interviews Zoe Lacey Cooper (Head of CPD Store at OmniPro) on accounting-fintech events and CPD-CPE. Zoe is the Managing Director for CPDStore (part of OmniPro) who offer core technical online CPD training. Prior to that was the Portfolio Director on the Accountex exhibitions and virtual summits. She has extensive knowledge within the global accountancy ecosystem, working closely with top accounting influencers, accounting associations and the leading technology providers. As well as working within media and events for over 21 years. Zoe is a regular contributor to numerous webinars, blogs, interviews and a judge on numerous accountancy awards. She was recently recognised as one of Top 50 Women in Accounting. Zoe brings a different perspective to her interviews, utilising her “outsider” perspective and experience within the accounting profession.   When not working, Zoe is a proud mummy of girls age 2 and 6. She's always been Interested in classic and modern motors. She loves a variety of music ranging from Bryan Adams to drum and base (it’s the best music to help focus on getting lots of tasks done). Her fave film is Mary Poppins and her secret passion has to be abstract art (love Romero Britto) and watching live ballet at the theatre. Key shownotes from the whole interview include: ➤ The story behind the big move from Accountex events to CPD and CPE for accountants and CPAs ➤ The different perspective of an accounting and fintech events organiser versus the influencers, practitioners and vendors ➤ Shout out to Des O'Neill, founder of OmniPro, the biggest CPE and CPD provider for accountants in Ireland ➤ Observations on the accounting profession and the software tech vendors throughout the Covid pandemic ➤ Where we go next with accounting and fintech events with the virtual, the in-person and the hybrid ➤ What the real opportunities are for organisers of accounting and fintech events, exhibitions and conferences ➤ How a hybrid accounting and fintech events business model increases reach and scope for organisers ➤ Insights on the attitudes, content consumption behaviours and demographics of people who attend accounting/fintech events ➤ Why the accounting profession is further ahead with technology adoption than many other sectors ➤ Examples of helping people and what adds real value to business relationships Zoe on LinkedIn: https://www.linkedin.com/in/zoelacey-cooper/ (https://www.linkedin.com/in/zoelacey-cooper) Omnipro website: http://www.cpdstore.co.uk/ (www.cpdstore.co.uk) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Trailer - coming up on this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "UK Government Stalls on Making Tax Digital Initiative - a Big Surprise?" ➜ Guest Interview Highlights: Nic Vrillaud (Head of Partnerships at Mettle Nat West) talks to Rob about the rise of Challenger Banks and how accountants can better work with banking partners to add value to their clients. ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "Here's What Works on Marketing - Blue Print for Accounting Firm Success." ➜Expert Interview Highlights: Dermot Hamblin (Founder - Langdon Hamblin) talks to Martin about the evolution of the accounting profession over many years and what's coming up in a turbulent next few years. Check out the highlights show every Monday and the full deep dive interviews in bonus editions every Saturday and Sunday. NOTE TO LISTENERS: Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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On today's deep dive special edition episode, Rob Brown of the Accountants Influencers Podcast interviews Vipul Sheth of Advance Track Outsourcing on how firms increase capacity to generate more revenues. Vipul is a UK based ICAEW Chartered Accountant and Chartered Tax Advisor. He trained with a regional UK firm before moving to Ernst & Young and KPMG. He founded AdvanceTrack in 2003 to serve accounting professionals with outsourced services across the globe. When not Vipul is a keen football fan, and loves running and travel. Key shownotes from the whole interview include: ➜ Why accounting firms need to explore outsourcing to gain competitive advantage ➜ The challenges of bringing in good talent to an accounting firm to keep compliance work going ➜ Why accountancy practices have never been more valued than they are now ➜ How the ageing population in accounting firms is creating a problem for succession ➜ The biggest thing that separates the good accountants from the great ones ➜ How the goodwill accountants have generated during Covid can be capitalised upon ➜ What accountants must do to show they truly care about their clients ➜ The key challenges for accounting firms who want to grow in competitive times ➜ The impact of big accounting firms driving up salaries has on recruitment for smaller firms ➜ The average percentage of spend accounting practices spend on talent, labour and staff ➜ Where some accounting practices have fallen short throughout the pandemic ➜ The pain points an accountancy firm may be manifesting to warrant an outsourcing conversation ➜ The common pushbacks from accounting leaders who are reluctant to outsource client work ➜ How the labour market in the accountancy profession has shifted over the years ➜ What causes fewer accounting firms to train their staff, especially in the larger firms ➜ How the market for talent has become global as barriers and working practices become remote ➜ What kind of people make the best recruitment targets for accounting firms ➜ How outsourcing provides the compliance 'engine room' in accounting firms so their 'in place' staff can grow the firm ➜ What's coming up for the accounting profession in the areas of advisory. digital tax collection and cloud accounting ➜ The fate that awaits accounting firms who have not or will not invest in extra capacity and good talent ➜ How the growth trajectory of firms differs depending on their attitude to succession and talent development ➜ What should really drive accountants and the vendors, suppliers and advisors who serve them ➜ A personal philosophy for success that rewards integrity with results ➜ Advice for accountants who want more of a voice, more influence and more success in their accounting career ➜ Advice for accounting leaders and partners who want to really make a difference to their firm and their people Vipul on LinkedIn: https://www.linkedin.com/in/vipulsheth (https://www.linkedin.com/in/vipulsheth) Advance Track website: https://www.advancetrack.com/ (https://www.advancetrack.com) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 25 [from spreadsheet]. On today's episode of the Accounting Influencers Podcast, [SEO description & SEO Title from AIP spreadsheet - Promotion]. Zoe is the Managing Director for CPDStore (part of OmniPro) who offer core technical online CPD training. Prior to that was the Portfolio Director on the Accountex exhibitions and virtual summits. She has extensive knowledge within the global accountancy ecosystem, working closely with top accounting influencers, accounting associations and the leading technology providers. As well as working within media and events for over 21 years. Zoe is a regular contributor to numerous webinars, blogs, interviews and a judge on numerous accountancy awards. She was recently recognised as one of Top 50 Women in Accounting. Zoe brings a different perspective to her interviews, utilising her “outsider” perspective and experience within the accounting profession.   When not working, Zoe is a proud mummy of girls age 2 and 6. She's always been Interested in classic and modern motors. She loves a variety of music ranging from Bryan Adams to drum and base (it’s the best music to help focus on getting lots of tasks done). Her fave film is Mary Poppins and her secret passion has to be abstract art (love Romero Britto) and watching live ballet at the theatre. Key shownotes from the whole interview include: ➤ The story behind the big move from Accountex events to CPD and CPE for accountants and CPAs ➤ The different perspective of an accounting and fintech events organiser versus the influencers, practitioners and vendors ➤ Shout out to Des O'Neill, founder of OmniPro, the biggest CPE and CPD provider for accountants in Ireland ➤ Observations on the accounting profession and the software tech vendors throughout the Covid pandemic ➤ Where we go next with accounting and fintech events with the virtual, the in-person and the hybrid ➤ What the real opportunities are for organisers of accounting and fintech events, exhibitions and conferences ➤ How a hybrid accounting and fintech events business model increases reach and scope for organisers ➤ Insights on the attitudes, content consumption behaviours and demographics of people who attend accounting/fintech events ➤ Why the accounting profession is further ahead with technology adoption than many other sectors ➤ Examples of helping people and what adds real value to business relationships Zoe on LinkedIn: https://www.linkedin.com/in/zoelacey-cooper/ (https://www.linkedin.com/in/zoelacey-cooper) Omnipro website: http://www.cpdstore.co.uk/ (www.cpdstore.co.uk) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus episode at the weekend. Martin and Rob love to hear from the show's 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 24. In today's news episode, the Accountants Influencers Podcast with Rob Brown & Martin Bissett on what really works with pricing for accounting professionals, CPAs and bookkeepers. Key shownotes from the whole interview include: ➩ What 23 years in the accounting profession as a consultant does for 1800 firms and the acquisition of almost £500m of new growth ➩ Two reasons why pricing is the number one topic that most accountants and CPAs struggle with ➩ Why any challenge to price results in an immediate climb-down for the majority of accountants ➩ The role of pricing behaviour, mindset and confidence in effective pricing for accountants and CPAs ➩ The power of asking questions for accountants before issuing prices to clients ➩ The psychology behind the phrase 'people buy certainty' ➩ The only three prices accountants need for any kind of work, proposal or project they undertake ➩ The starting point for any price negotiation and why accountants need this first ➩ Why market conditions should never dictate what accountants and CPAs charge for their services ➩ How to factor in profitability and gross margin to any pricing calculations for accounting clients ➩ The ultimate price that requires the most guts, chutzpah and resolve for accounting professionals ➩ The rules for how these three prices work together so accountants can be confident in negotiations ➩ The golden rule for accountants in all pricing and value based conversations ➩ Two examples of value that accountants can receive in return for any pricing concessions NOTE TO LISTENERS: Martin and Rob love to hear from the show's 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 23. On today's episode, Rob Brown of the Accountants Influencers Podcast interviews Vipul Sheth of Advance Track Outsourcing on how firms increase capacity to generate more revenues. Vipul is a UK based ICAEW Chartered Accountant and Chartered Tax Advisor. He trained with a regional UK firm before moving to Ernst & Young and KPMG. He founded AdvanceTrack in 2003 to serve accounting professionals with outsourced services across the globe. When not Vipul is a keen football fan, and loves running and travel. Key shownotes from the whole interview include: ➜ Why accounting firms need to explore outsourcing to gain competitive advantage ➜ The challenges of bringing in good talent to an accounting firm to keep compliance work going ➜ Why accountancy practices have never been more valued than they are now ➜ How the ageing population in accounting firms is creating a problem for succession ➜ The biggest thing that separates the good accountants from the great ones ➜ How the goodwill accountants have generated during Covid can be capitalised upon ➜ What accountants must do to show they truly care about their clients ➜ The key challenges for accounting firms who want to grow in competitive times ➜ The impact of big accounting firms driving up salaries has on recruitment for smaller firms ➜ The average percentage of spend accounting practices spend on talent, labour and staff ➜ Where some accounting practices have fallen short throughout the pandemic ➜ The pain points an accountancy firm may be manifesting to warrant an outsourcing conversation ➜ The common pushbacks from accounting leaders who are reluctant to outsource client work ➜ How the labour market in the accountancy profession has shifted over the years ➜ What causes fewer accounting firms to train their staff, especially in the larger firms ➜ How the market for talent has become global as barriers and working practices become remote ➜ What kind of people make the best recruitment targets for accounting firms ➜ How outsourcing provides the compliance 'engine room' in accounting firms so their 'in place' staff can grow the firm ➜ What's coming up for the accounting profession in the areas of advisory. digital tax collection and cloud accounting ➜ The fate that awaits accounting firms who have not or will not invest in extra capacity and good talent ➜ How the growth trajectory of firms differs depending on their attitude to succession and talent development ➜ What should really drive accountants and the vendors, suppliers and advisors who serve them ➜ A personal philosophy for success that rewards integrity with results ➜ Advice for accountants who want more of a voice, more influence and more success in their accounting career ➜ Advice for accounting leaders and partners who want to really make a difference to their firm and their people Vipul on LinkedIn: https://www.linkedin.com/in/vipulsheth (https://www.linkedin.com/in/vipulsheth) Advance Track website: https://www.advancetrack.com (https://www.advancetrack.com) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus episode at the weekend. Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 22. In today's news episode, the Accounting Influencers Podcast reviews a real live accounting fintech event as big face to face gatherings return for accountants and software vendors. Key shownotes from the whole interview include: ➨ Initial impressions on walking into Accountex North Live, one of the UK's biggest accounting and fintech events ➨ How allowing more space for social distancing makes events seem less busy ➨ Two notable absentees in the software vendor space and why they might have chosen not to exhibit ➨ Which topics and seminars accounting practitioners attended most, and why this is not good ➨ The massive UK government turnaround on the Making Tax Digital initiative, now deferred for 12 months ➨ Which vital topics were not valued nor well attended by most short sighted accounting practitioners ➨ The need for accountants and CPAs to get closer to their clients as we head into post-Covid recovery ➨ Why this event signals a return (not a rush) to 'in person' events across the UK and other countries ➨ A signpost to Europe's biggest agnostic accounting and fintech event in London 2022 - Accountex ➨ Shout out to the Digital Accounting Forum, Accounting Web Live and Digital Accounting Show events NOTE TO LISTENERS: Martin and Rob love to hear from the show's 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 21. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Accounting & Fintech Events Are Now Back Face to Face" and what the return of in-person gatherings means for firms and those who serve them. ➜ Guest Interview Highlights: Vipul Sheth (Founder of AdvanceTrack Outsourcing) talks to Rob about what the good firms do to become great when it comes to developing, recruiting and retaining the best talent. ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "Here's What Works on Pricing - How Accountants Steal From Themselves." ➜ Expert Interview Highlights: Zoe Lacey Cooper (Head of CPD Store at OmniPro) talks to Martin about her shift from heading up Europe's largest agnostic accounting and fintech event to leading CPD or CPE for accountants and CPAs globally. NOTE TO LISTENERS: Martin and Rob love to hear from the show's 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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On today's deep dive special edition episode, Martin Bissett of the Accountants Influencers Podcast interviews John Thompson AKA the Advisory Guy on how accounting firms best move beyond compliance. John is widely recognised as the primary thought leader on the practicalities of growing advisory services in an accounting practice. He is Head of CAS The Complete Advisory Solution for the UK and Ireland, working with accountancy practices both large and small to enable them to successfully grow advisory services by providing them with the CAS Advisory Delivery Platform and advisory training. Formerly an Advisory Partner with a Top Ten Firm where he trained over 100 partners and managers, he was previously the New Business Director of a regional practice that tripled GRF in 2 years before selling the practice for several million pounds. John holds several consultancy and NED roles in sectors as diverse as construction, manufacturing and professional services. When not working, he lets Newcastle United play havoc with his blood pressure and chills out with his wife and family in Hampshire. Key shownotes from the whole interview include: ➜ What 'The Advisory Guy' actually does for accountants and the accounting firms they work in ➜ How a qualified chartered accountant became an advisory expert for accountancy firms ➜ The 3 things that separate the good advisory accounting firms from the great ones ➜ Why advisory for accountants has not evolved over the last 50 years as much as it should have ➜ Why clients will never ask their CPA or accountant for 'advisory services' ➜ What best practice for advisory services looks like in an accounting practice ➜ Tips for handling an advisory-led conversation with clients to go beyond compliance ➜ The part empathy plays in better advisory conversations and why accountants can be coached ➜ How basic client relationships form the foundation for accountants to position advisory services ➜ What the accounting firm of the future looks like when it comes to winning more advisory work ➜ The role of technology in delivering advisory services for accountants and CPAs ➜ How accountants can write themselves into the future of their accounting firm clients ➜ Business wisdom for success in the accounting and fintech profession ➜ How virtually anyone can be taught to do virtually anything ➜ How gross recurring fees create apathy and complacency with some accounting practices ➜ What is most exciting about the next few years in the accounting profession ➜ Tools and next steps for accountants who want to take the next step with advisory services ➜ Why there are no accountants who cannot do advisory and how all can advise clients better John Thompson on LinkedIn https://www.linkedin.com/in/johnfthompsonf3c (https://www.linkedin.com/in/johnfthompsonf3c) John Thompson website https://my.captivate.fm/www.completeadvisorysolution.com (www.completeadvisorysolution.com) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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On today's deep dive special edition episode of the Accounting Influencers Podcast, of the Accounting Influencers Podcast, Rob Brown of the Accountants Influencers Podcast interviews Kevin Sharma of Doc-It on how accounting firms can increase efficiencies and performance. Kevin is the Director of Sales and Marketing at Doc.It by IRIS. Over the past nine years, he has helped hundreds of accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow and web portal tools. Kevin loves travelling, sports (Toronto Raptors), concerts and bakes cheesecakes as a side hustle. He also enjoys spending time with his family and 2 year old son. Key shownotes from the whole interview include: ➜ What you learn from talking to thousands of accounting firms and the key questions accountants ask ➜ The curiosity factor - what drives accountants and CPAs to know what their peers are doing ➜ How signing online forms and digital data has moved so far for accountants and their clients ➜ Considerations for data security for clients of accountancy firms in a remote world ➜ The benefits to accounting firms and their clients to go paperless and in the cloud ➜ What will happen to desktop and paper based accountants who are unwilling or unable to go digital ➜ How technology helps accounting firms attract better talent ➜ Why apathy and complacency are the biggest competitors for fintech firms like Doc-It ➜ Lessons learned from a North American fintech company entering the UK accounting market ➜ How being acquired by a big fintech player like IRIS affects a smaller company like Doc-It ➜ An overview of the 4 core Doc-It products of document management, workflow. the web portal and the PDF editor ➜ How accountants are coping with overwhelming client demands and technology overload ➜ The average number of tech apps, systems and softwares the average accountancy firm runs ➜ Questions accountants should answer to strategically choose the right tech stack ➜ The problem of 'over-promising' with the accounting fintech vendor agendas ➜ The importance of education and adoption with fintech software and the need for support ➜ How Covid has changed the game in which accounting firms buy software and technology ➜ Where technology is going in the accounting world over coming years ➜ Advice to accountants and CPAs to help them make better tech decision in a busy world ➜ What will happen to the accounting firms who do not embrace the new tech in coming years Go to https://www.doc-it.com/aip (https://www.doc-it.com/aip) to learn more and get a special free white paper free white paper "Choosing a Client Portal for Your Accounting Firm" Kevin on LinkedIn: https://www.linkedin.com/in/kevinnsharma/ (https://www.linkedin.com/in/kevinnsharma/) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from our 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip )into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 20. On today's episode of the Accounting Influencers Podcast, Martin Bissett of the Accountants Influencers Podcast interviews John Thompson AKA the Advisory Guy on how accounting firms best move beyond compliance. John is widely recognised as the primary thought leader on the practicalities of growing advisory services in an accounting practice. He is Head of CAS The Complete Advisory Solution for the UK and Ireland, working with accountancy practices both large and small to enable them to successfully grow advisory services by providing them with the CAS Advisory Delivery Platform and advisory training. Formerly an Advisory Partner with a Top Ten Firm where he trained over 100 partners and managers, he was previously the New Business Director of a regional practice that tripled GRF in 2 years before selling the practice for several million pounds. John holds several consultancy and NED roles in sectors as diverse as construction, manufacturing and professional services. When not working, he lets Newcastle United play havoc with his blood pressure and chills out with his wife and family in Hampshire. Key shownotes from the whole interview include: ➜ What 'The Advisory Guy' actually does for accountants and the accounting firms they work in ➜ How a qualified chartered accountant became an advisory expert for accountancy firms ➜ The 3 things that separate the good advisory accounting firms from the great ones ➜ Why advisory for accountants has not evolved over the last 50 years as much as it should have ➜ Why clients will never ask their CPA or accountant for 'advisory services' ➜ What best practice for advisory services looks like in an accounting practice ➜ Tips for handling an advisory-led conversation with clients to go beyond compliance ➜ The part empathy plays in better advisory conversations and why accountants can be coached ➜ How basic client relationships form the foundation for accountants to position advisory services ➜ What the accounting firm of the future looks like when it comes to winning more advisory work ➜ The role of technology in delivering advisory services for accountants and CPAs ➜ How accountants can write themselves into the future of their accounting firm clients ➜ Business wisdom for success in the accounting and fintech profession ➜ How virtually anyone can be taught to do virtually anything ➜ How gross recurring fees create apathy and complacency with some accounting practices ➜ What is most exciting about the next few years in the accounting profession ➜ Tools and next steps for accountants who want to take the next step with advisory services ➜ Why there are no accountants who cannot do advisory and how all can advise clients better John Thompson on LinkedIn https://www.linkedin.com/in/johnfthompsonf3c/ John Thompson website www.completeadvisorysolution.com NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus episode at the weekend. Martin and Rob love to hear from the show's 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 19. The Accountants Influencers Podcast with Rob Brown & Martin Bissett on the tragic lost revenues of accounting firms from being too reliant on compliance. Key shownotes from the whole interview include: ➯ Why so few accounting firms have been able to monetise advisory services ➯ Whether many accountancy practices remain stuck in the compliance trap ➯ How accountants fail to add value by prevaricating on positioning and delivering advisory work ➯ How accounting clients remain uneducated on the value and services their accountant can offer ➯ What happens to accountants and firms who don't embrace additional services to mere compliance ➯ Is your accounting firm full of compliance based deadline chasers or a commercial business intent on growing and serving clients? ➯ Where is your accountancy practice on the scale of 'order taker' to 'trusted advisor'? ➯ How an accounting firm identity is dictated by the culture/strategy set by owners and managing partners ➯ Why referrals are actually a poor source of new work for some accountants ➯ Why it's vital that accountants help clients understand what value and improvement looks like in their business ➯ What clients really pay their accountants and business advisors for ➯ What accounting professionals actually need and don't need to master advisory services NOTE TO LISTENERS: Martin and Rob love to hear from the show's 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 18. On today's episode of the Accounting Influencers Podcast, Rob Brown of the Accountants Influencers Podcast interviews Kevin Sharma of Doc.It on how accounting firms can increase efficiencies and performance. Kevin is the Director of Sales and Marketing at Doc.It by IRIS. Over the past nine years, he has helped hundreds of accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow and web portal tools. Kevin loves travelling, sports (Toronto Raptors), concerts and bakes cheesecakes as a side hustle. He also enjoys spending time with his family and 2 year old son. Key shownotes from the whole interview include: ➜ What you learn from talking to thousands of accounting firms and the key questions accountants ask ➜ The curiosity factor - what drives accountants and CPAs to know what their peers are doing ➜ How signing online forms and digital data has moved so far for accountants and their clients ➜ Considerations for data security for clients of accountancy firms in a remote world ➜ The benefits to accounting firms and their clients to go paperless and in the cloud ➜ What will happen to desktop and paper based accountants who are unwilling or unable to go digital ➜ How technology helps accounting firms attract better talent ➜ Why apathy and complacency are the biggest competitors for fintech firms like Doc-It ➜ Lessons learned from a North American fintech company entering the UK accounting market ➜ How being acquired by a big fintech player like IRIS affects a smaller company like Doc-It ➜ An overview of the 4 core Doc-It products of document management, workflow. the web portal and the PDF editor ➜ How accountants are coping with overwhelming client demands and technology overload ➜ The average number of tech apps, systems and softwares the average accountancy firm runs ➜ Questions accountants should answer to strategically choose the right tech stack ➜ The problem of 'over-promising' with the accounting fintech vendor agendas ➜ The importance of education and adoption with fintech software and the need for support ➜ How Covid has changed the game in which accounting firms buy software and technology ➜ Where technology is going in the accounting world over coming years ➜ Advice to accountants and CPAs to help them make better tech decision in a busy world ➜ What will happen to the accounting firms who do not embrace the new tech in coming years Go to https://www.doc-it.com/aip (https://www.doc-it.com/aip) to learn more and get a special free white paper free white paper "Choosing a Client Portal for Your Accounting Firm" Kevin on LinkedIn: https://www.linkedin.com/in/kevinnsharma/ (https://www.linkedin.com/in/kevinnsharma/) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus episode at the weekend. Martin and Rob love to hear from our 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip )into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 17. On today's episode of the Accounting Influencers Podcast, Martin & Rob discuss "How Making Tax Digital Affects Accountants & Businesses Globally." Key shownotes from the whole interview include: ➜ How the MTD initiative has taken over accounting firms in the UK ➜ The role of governments in collecting taxes in a more direct way from businesses ➜ How MTD and similar tax initiatives create compliance opportunities for accounting firms ➜ Less than 5% of companies are not set up for digital tax payments ➜ If accountants are not making their clients ready for MTD or its equivalent, then their competitors will ➜ Why MTD is the direction of travel for countries globally, and why accounting firms must be ready ➜ The implications for accounting firms who do not push the digital tax agenda with their clients ➜ How the speed of change is affecting businesses and the accountants who serve them ➜ Why the UK is the test case for many countries in forcing more frequent digital tax collection NOTE TO LISTENERS: Martin and Rob love to hear from the show's 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 16. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "How Making Tax Digital Affects Accountants & Businesses Globally" ➜ Kevin Sharma (Director of Sales & Marketing at Doc-It) talks to Rob about keeping data accessible and safe in a hybrid world ➜ Soapbox - we have a gentle rant on "Advisory - 50 years of Wasted Opportunities for Accountants." ➜ John Thompson (The Advisory Guy) talks to Martin about maintaining relationships and being a client care firm. NOTE TO LISTENERS: Martin and Rob love to hear from our 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type sayhi.chat/aip into your browser and leave us a quick and easy voice message. We may just feature you on the show! You access even more bonus content and full length interviews by becoming a one of our VIP listeners here: www.patreon.com/Influencers

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On today's deep dive bonus episode, Martin Bissett of the Accountants Influencers Podcast interviews Brian Coventry of Symphony APS about what makes the good accounting firms great. Key shownotes from the whole interview include: ➤ Brian on LinkedIn: https://www.linkedin.com/in/briancoventry Brian's website: https://www.whysymphony.com NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://my.captivate.fm/sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Special Edition: Adrian Blair (Chief Executive Officer at Dext) On today's deep dive special edition episode, Rob Brown of the Accountants Influencers Podcast interviews Dext CEO Adrian Blair, about the rebranding from Receipt-Bank, their bold vision for growth and their plan to put accountants at the heart of business. Prior to working at Dext, formerly Receipt Bank, Adrian was the Global Chief Operating Officer of Just Eat and the only executive team member to serve throughout the company’s transformation from start-up to FTSE 100. Before this, he led business development for Spotify in Europe and spent six years in commercial roles at Google in California and London. He is also the Co-Founder and Chairman of Circl, a next-generation leadership development programme for students from deprived backgrounds. He holds a Bachelor’s degree in Philosophy, Politics and Economics from the University of Oxford, and an MBA from Harvard Business School. Key shownotes from the whole interview include: ➤ Why the rebrand from Receipt Bank to Dext with a more rounded proposition for the accounting market ➤ An overview of the ecosystem at Dext with over 1m users in 700,000 businesses and almost 11,000 accounting firms as subscribers ➤The three reasons why Dext exists - their value proposition for businesses and the accountants who serve them ➤ The importance of making accountants the heroes of the business story, and calling out some software vendors who don't ➤ Explaining the trust that exists between bookkeepers/accountants and their clients to make tough commercial decisions ➤ Why there is no automation or AI that can give businesses the information and decision making power they need like human accountants and bookkeepers ➤ Why accountants and bookkeepers should 100% own the client relationship, and why some vendors want to bypass that ➤ Asking what accountants can do to serve their small business clients better ➤ Thoughts on how software vendors differentiate themselves from competitors, with examples like Dext Prepare and Dext Precision ➤ Who has the ear of accounting professionals and who has their best interests at heart ➤ The two vital components that make accounting firms successful when compared to competitors ➤ How well the accounting profession has responded to the challenge of the Covid pandemic in serving their clients ➤ What some accounting firms have got wrong during Covid and how they have let their clients down ➤ The big silver lining of the pandemic for accounting professionals who use the data in the right way and make themselves more relevant ➤ The reply to accountants who say "I'm too busy to manage all of this data and stay on top of all of these changes" ➤ The number one thing accountants and bookkeepers should be doing with the extra time freed up by better technology ➤ The main thing the accounting profession truly needs to serve their business clients better ➤ Advice to accountants, bookkeepers and accounting firm leaders everywhere to look after their clients better Adrian on LinkedIn: https://www.linkedin.com/in/adrianblair (https://www.linkedin.com/in/adrianblair) Dext website: https://dext.com/uk (https://dext.com/uk) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://my.captivate.fm/sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 15. On today's episode, Martin Bissett of the Accountants Influencers Podcast interviews Brian Coventry of Symphony APS about what makes the good accounting firms great. NOTE TO LISTENERS: This is just a short snippet of the full interview with more insights and depth. You access even more bonus content and full length interviews by becoming a one of our VIP listeners here: www.patreon.com/Influencers Martin and Rob love to hear from our 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type sayhi.chat/aip into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 14. The Accountants Influencers Podcast with Rob Brown & Martin Bissett on how terms like influencers and gurus get distorted in accounting and fintech land. Key shownotes from the whole interview include: ➜ The emerging role of accounting and fintech micro influencers who go deep with narrow audiences or areas of expertise ➜ What really makes an influencer in the accounting and fintech world and what sets them apart from the rest ➜ Why mere opinions, blogs and articles do not make somebody a true influencer for accountants and the firms they serve ➜ The fallacy of claiming to advise seven figure accounting firms on growth if you've never done this even for a five figure firm ➜ How content, frameworks, methodologies and strategies are not applicable to all accounting firms in all markets, though many so called influencers and experts say they are ➜ The analogy of coaches in accounting and fintech to Sir Alex Ferguson, the most successful British football manager of all time who was not a high level footballer himself ➜ What accounting firms, accountancy networks and professionals should be looking for when they listen to the many experts, influencers and gurus ➜ The importance of track record and consistent results to cement the credentials of advisors and experts in any field ➜ How the hype on social media (likes, shares, followers and fans) dupes many accounting professionals into rating false influencers and empty experts ➜ The key differences between anyone with a voice who claims to have expertise (con-artists) and a true expert influencer who actually gets results NOTE TO LISTENERS: Martin and Rob love to hear from the show's 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type sayhi.chat/aip into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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In an unscheduled departure from your regular listening, Accounting Influencers Podcast host Martin Bissett chairs broadcasts live from the floor of Manchester’s Central Convention Centre as Accountex North makes a welcome return in front of 2,000 registered UK delegates. Martin speaks to practitioners, program schedulers, promoters and pricing experts to discover the mood on the accounting profession’s return to live events. He uncovers insights on how each stakeholder constituency is viewing the accounting profession and the prospects for the immediate future. Martin interviews: Louise Wilson – https://www.linkedin.com/in/louiseatmoneypenny/?originalSubdomain=uk (https://www.linkedin.com/in/louiseatmoneypenny) Will Farnell – Farnell Clarke - https://www.linkedin.com/in/willfarnell (https://www.linkedin.com/in/willfarnell) Helen Cowley – UHY Hacker Young - https://www.uhy-uk.com/uhy-people/helen-cowley (https://www.uhy-uk.com/uhy-people/helen-cowley) Femke Hogema – Profit First Professionals - https://www.femkehogema.nl/ (https://www.femkehogema.nl/) Carole Hobden – Diversified https://www.linkedin.com/in/caroline-hobden-62888519/?originalSubdomain=uk (https://www.linkedin.com/in/caroline-hobden-62888519) ...on topics such as ➜ How it feels returning to face 2 face accounting and fintech events ➜ How accounting firms are doing things differently in these challenging times ➜ Main objectives for practitioners and vendors in attending live events ➜ Whether the appetite for in person events is back or will re settle down into hybrid events ➜ What might be the next big thing in accounting and fintech now that MTD is deferred ➜ The conversations happening on various stands and in seminars at an accounting /fintech show ➜ How Covid focused accountants on upping their game to keep their clients happy and win new ones ➜ The renewed drive for advisory services from accounting clients ➜ What is really impacting accounting firms and what should be the number one priority to accountants and CPAs ➜ Feedback from attendees and exhibitors on what worked about the event and why it worked for them ➜ A look ahead to the Accountex London event in May 2022. So whether you want to know about client’s concerns, tax turbulence, event excellence, profitable pricing or just have nothing better to do, listen now! NOTE TO LISTENERS: Martin and Rob love to hear from the show's 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type sayhi.chat/aip into your browser and leave us a quick and easy voice message. We may just feature you on the show. Oh, and if you feel so inclined to leave a show review on any pf the podcast platforms/apps, we'd be so so grateful.

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Episode 13. On today's episode, Rob Brown of the Accountants Influencers Podcast interviews Dext CEO Adrian Blair, about the rebranding from Receipt-Bank, their bold vision for growth and their plan to put accountants at the heart of business. Prior to working at Dext, formerly Receipt Bank, Adrian was the Global Chief Operating Officer of Just Eat and the only executive team member to serve throughout the company’s transformation from start-up to FTSE 100. Before this, he led business development for Spotify in Europe and spent six years in commercial roles at Google in California and London. He is also the Co-Founder and Chairman of Circl, a next-generation leadership development programme for students from deprived backgrounds. He holds a Bachelor’s degree in Philosophy, Politics and Economics from the University of Oxford, and an MBA from Harvard Business School. Key shownotes from the whole interview include: ➤ Why the rebrand from Receipt Bank to Dext with a more rounded proposition for the accounting market ➤ An overview of the ecosystem at Dext with over 1m users in 700,000 businesses and almost 11,000 accounting firms as subscribers ➤The three reasons why Dext exists - their value proposition for businesses and the accountants who serve them ➤ The importance of making accountants the heroes of the business story, and calling out some software vendors who don't ➤ Explaining the trust that exists between bookkeepers/accountants and their clients to make tough commercial decisions ➤ Why there is no automation or AI that can give businesses the information and decision making power they need like human accountants and bookkeepers ➤ Why accountants and bookkeepers should 100% own the client relationship, and why some vendors want to bypass that ➤ Asking what accountants can do to serve their small business clients better ➤ Thoughts on how software vendors differentiate themselves from competitors, with examples like Dext Prepare and Dext Precision ➤ Who has the ear of accounting professionals and who has their best interests at heart ➤ The two vital components that make accounting firms successful when compared to competitors ➤ How well the accounting profession has responded to the challenge of the Covid pandemic in serving their clients ➤ What some accounting firms have got wrong during Covid and how they have let their clients down ➤ The big silver lining of the pandemic for accounting professionals who use the data in the right way and make themselves more relevant ➤ The reply to accountants who say "I'm too busy to manage all of this data and stay on top of all of these changes" ➤ The number one thing accountants and bookkeepers should be doing with the extra time freed up by better technology ➤ The main thing the accounting profession truly needs to serve their business clients better ➤ Advice to accountants, bookkeepers and accounting firm leaders everywhere to look after their clients better Adrian on LinkedIn: https://www.linkedin.com/in/adrianblair (https://www.linkedin.com/in/adrianblair) Dext website: https://dext.com/uk (https://dext.com/uk) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus episode at the weekend. Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type sayhi.chat/aip into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 12. On today's episode, Martin Bissett & Rob Brown of the Accountants Influencers Podcast discuss the importance of accounting and fintech events returning to 'in person' and live. Key shownotes include: ➩ How much the accounting and fintech world have missed in person events due to Covid ➩ Whether we might return to how events, exhibitions and big conferences of pre-Covid times ➩ While many events have cancelled, most of the world's biggest shows like Accountex and Engage will take place with thousands of attendees in 2022 ➩ Why many software vendors and tech companies are putting marketing budget back into live accounting and fintech events ➩ The main factors that might prevent the return to previous levels of engagement for big face to face events ➩ The business case for hybrid or remote accounting and fintech events now that we've proved they can work ➩ How a long period of isolation will test the social skills of accounting and fintech professionals once they return to in person events ➩ How hybrid and remote events in accounting and fintech world have expanded geographical reach for companies and firms NOTE TO LISTENERS: Martin and Rob love to hear from the show's 5000+ listeners in 138 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 11. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "The Opening Up of Live Events in the Accounting & Fintech World." ➜ Guest Interview: Adrian Blair (Chief Executive Officer at Dext) talks to Rob about their rebrand from ReceiptBank and the exciting things happening in the fintech world for accountants and their clients. ➜ Soapbox - we have a gentle rant on "Guru or Con-Artist - What Really Makes an Accounting Influencer." ➜ Expert Interview: Brian Coventry (CEO at Symphony APS & CloudCapcha) talks to Martin about [add a couple of key themes]. NOTE TO LISTENERS: Martin and Rob love to hear from our 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type sayhi.chat/aip into your browser and leave us a quick and easy voice message. We may just feature you on the show! You access even more bonus content and full length interviews by becoming a one of our VIP listeners here: www.patreon.com/Influencers

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BONUS Full Expert Interview: Caroline Hobden (Portfolio Director at Accountex) Martin meets with Caroline Hobden (Portfolio Director at Accountex) to discuss her new role in the Accountex and the wider Diversified organization and the return of in-person live events. Caroline is a dedicated event professional with 20 years of experience managing international business-to-business events. With a wealth of knowledge and expertise in running technical events across a variety of industry sectors, she recently took on the role of Director for the hugely popular Accountex portfolio, which includes Accountex Summit North in Manchester (20-21 September 2021), Accountex in London (11-12 May 2022), a wide variety of virtual events and the monthly e-newsletter Accounting Insight News. Connect to here her: https://www.linkedin.com/in/caroline-hobden-62888519/ or @Caroline_ACTX NOTE TO LISTENERS: We like to hear from you. Leave Rob and Martin a voice message here - we may just feature you on our show! Visit sayhi.chat/aip to leave a quick and easy audio message.

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On today's deep dive special edition episode of the Accounting Influencers Podcast, Rob sits down with Kevin Lord (Head of Practice Enablement at FreeAgent) to discuss the changing landscape for accounting firms and the effects of digital tax initiatives like MTD. Kevin has worked with small businesses for nearly a decade to raise their awareness of the benefits that digital tools can bring and to assist them through times of change. At FreeAgent, he works with accountant partners to promote awareness of the revolutionary business improvements that cloud accounting software can offer. With a career that spans a high-growth technology company and the SME banking industry, Kevin has a wealth of business knowledge and experience to inform the advice and insight he provides. This includes how online accounting software like FreeAgent can help to keep clients compliant and how accountant partners can maximise the opportunities that digital tools can bring to their practices. Key shownotes from the whole interview include: ➜ The importance for accountants of having fintech experts who can simply the language of tech ➜ The need for good advice on legislation, tools and resources around digitisation for accounting firms ➜ How the landscape is changing for accounting firms and how the profession is in 'a perfect storm' ➜ The effect of the data hungry 'passion economy' and consumerism on accountants and their clients ➜ The problems with how little the accounting profession has advanced over many years ➜ What questions business owners are asking accountants who they want to be a lifeline ➜ Ways in which accountants have been at the forefront of change but how that leads to overload ➜ Who is driving the change agenda for businesses - vendors, accountants, regulators? ➜ The impact of the younger generation of entrepreneurs making different demands on accounting advisors ➜ The restrictions of fintech vendors not being able to innovate faster than accounting firms can adopt ➜ An honest assessment of what shape the general ledger and practice management accounting vendor landscape is in right now ➜ Why FreeAgent's proposition works especially well for small and micro businesses ➜ A response to some vendors trying to marginalise the role of accountants in serving their business clients ➜ What makes FreeAgent a great place to work and how it keeps hold of its best talent ➜ Why accountants play such an important part in the success of small businesses ➜ The future for FreeAgent, particularly after being bought by top UK bank Nat West ➜ The special link between accounting software and the banking sector for business success ➜ Why, amidst the tech, it's the people who make selling accounting software fulfilling ➜ The biggest frustration in the accounting profession (hint - it's on the qualification/academic side) ➜ Advice to accountants dealing with the overwhelm of tech choice and client demands Kevin Lord on LinkedIn https://www.linkedin.com/in/kevinlord1986 (https://www.linkedin.com/in/kevinlord1986) Kevin Lord website https://www.freeagent.com/aip (https://www.freeagent.com/aip) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus episode at the weekend. Martin and Rob love to hear from the show's 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 10. Martin meets with Caroline Hobden (Portfolio Director at Accountex) to discuss her new role in the Accountex and the wider Diversified organization and the return of in-person live events. Caroline is a dedicated event professional with 20 years of experience managing international business-to-business events. With a wealth of knowledge and expertise in running technical events across a variety of industry sectors, she recently took on the role of Director for the hugely popular Accountex portfolio, which includes Accountex Summit North in Manchester (20-21 September 2021), Accountex in London (11-12 May 2022), a wide variety of virtual events and the monthly e-newsletter Accounting Insight News. Connect to here her: https://www.linkedin.com/in/caroline-hobden-62888519/ or @Caroline_ACTX

NOTE TO LISTENERS: This is a summary of the 30min full interview with our guest. Our VIP listeners can access full length, ad-free interviews and other bonus content by signing up here: www.patreon.com/Influencers We like to hear from you, leave us a voice message – visit sayhi.chat/AIP

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Episode 9. It used to be that the regulatory bodies, professional associations and institutes were the ones advising and influencing accountants. ➤ Do governing bodies still control the accountant's thinking? ➤ What about the industry experts and gurus? ➤ The fintech software vendors? ➤ The big accounting alliances, networks and networks? Perhaps peers and other communities? Martin gets on his soapbox to discuss who accountants really listen to and how that has changed over the years.

We like to hear from you. Leave Rob and Martin a voice message here - we may just feature you on our show! Visit https://my.captivate.fm/sayhi.chat/AIP (sayhi.chat/aip) to leave a quick and easy audio message. You access even more bonus content and full length interviews by becoming a one of our VIP listeners here: https://my.captivate.fm/www.patreon.com/Influencers (www.patreon.com/Influencers)

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Episode 8. Rob sits down with Kevin Lord (Head of Practice Enablement at FreeAgent) to discuss the changing landscape for accounting firms and the effects of digital tax initiatives like MTD. Kevin has worked with small businesses for nearly a decade to raise their awareness of the benefits that digital tools can bring and to assist them through times of change. At FreeAgent, he works with accountant partners to promote awareness of the revolutionary business improvements that cloud accounting software can offer. With a career that spans a high-growth technology company and the SME banking industry, Kevin has a wealth of business knowledge and experience to inform the advice and insight he provides. This includes how online accounting software like FreeAgent can help to keep clients compliant and how accountant partners can maximise the opportunities that digital tools can bring to their practices. Key shownotes from the whole interview include: ➜ The importance for accountants of having fintech experts who can simply the language of tech ➜ The need for good advice on legislation, tools and resources around digitisation for accounting firms ➜ How the landscape is changing for accounting firms and how the profession is in 'a perfect storm' ➜ The effect of the data hungry 'passion economy' and consumerism on accountants and their clients ➜ The problems with how little the accounting profession has advanced over many years ➜ What questions business owners are asking accountants who they want to be a lifeline ➜ Ways in which accountants have been at the forefront of change but how that leads to overload ➜ Who is driving the change agenda for businesses - vendors, accountants, regulators? ➜ The impact of the younger generation of entrepreneurs making different demands on accounting advisors ➜ The restrictions of fintech vendors not being able to innovate faster than accounting firms can adopt ➜ An honest assessment of what shape the general ledger and practice management accounting vendor landscape is in right now ➜ Why FreeAgent's proposition works especially well for small and micro businesses ➜ A response to some vendors trying to marginalise the role of accountants in serving their business clients ➜ What makes Free Agent a great place to work and how it keeps hold of its best talent ➜ Why accountants play such an important part in the success of small businesses ➜ The future for Free Agent, particularly after being bought by top UK bank Nat West ➜ The special link between accounting software and the banking sector for business success ➜ Why, amidst the tech, it's the people who make selling accounting software fulfilling ➜ The biggest frustration in the accounting profession (hint - it's on the qualification/academic side) ➜ Advice to accountants dealing with the overwhelm of tech choice and client demands Kevin Lord on LinkedIn https://www.linkedin.com/in/kevinlord1986 (https://www.linkedin.com/in/kevinlord1986) Kevin Lord website https://www.freeagent.com/aip (https://www.freeagent.com/aip) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus episode at the weekend. Martin and Rob love to hear from the show's 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 7. In this week's news, Rob and Martin discuss how private equity is changing the landscape of mergers and acquisitions within the accounting sector. ➤ The rise of 'consolidators' in the accounting profession who are buying up firms ➤ Why equity partners of accounting firms are being offered huge cash incentives to 'go away' ➤ Explaining the 60-20-20 basis on which accounting practices are purchased ➤ Where private equity firms are seeing profit in buying up accountancy practices ➤ The switch to board level leadership outside accounting when firms are purchased by PE money ➤ How active the buying and selling market of accounting firms and fintechs is right now ➤ How firms driven by PE money can be more competitive than their peers ➤ Whether PE funds are good for the accounting and fintech sectors as they seek to 'bring everything together' ➤ What more money is doing to the commercialisation of accounting firms. NOTE TO LISTENERS: Martin and Rob love to hear from the show's 5000+ listeners in 136 countries around the world. If you have any questions, suggestions, comments or success stories, just type https://sayhi.chat/aip (sayhi.chat/aip) into your browser and leave us a quick and easy voice message. We may just feature you on the show!

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Episode 6. On this week’s Accounting Influencers Podcast: Martin Bissett discusses new changes with private equity acquisitions. Kevin Lord from FreeAgent sits down with Rob Brown in our special guest interview to discuss the changing landscape for accounting firms Martin meets with Caroline Hobden of Accountex to discuss her new role in the organization and the return of in person events

We like to hear from you. Leave Rob and Martin a voice message here - we may just feature you on our show! Visit https://my.captivate.fm/sayhi.chat/AIP (sayhi.chat/aip) to leave a quick and easy audio message. You access even more bonus content and full length interviews by becoming a one of our VIP listeners here: https://my.captivate.fm/www.patreon.com/Influencers (www.patreon.com/Influencers)

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BONUS FULL Expert Interview: Richard Brewin (Mentor to Accountants Globally) Some fundamental questions in this interview with an accounting veteran and one of the most respected mentors to accountancy professionals in the world. ➤ How important are accountants? ➤ How much impact firms can have on their own lives, and their clients lives when they stop chasing deadlines and start caring for clients?  Richard Brewin is a chartered accountant with 40 years of experience within the profession, as a successful practitioner in his own right and as an experienced mentor, coach, facilitator and speaker, specialising in owner managed professional accountancy firms frustrated by their progress. Based on his own experiences, Richard’s goal is reinvigorating firms and their leaders, developing positive environments, instigating change, creating sustainable growth, lighting up exit routes and putting the fun back into the working day. Richard is co-founder of Progress Barnwell Brewin, creators of the ProgressBB mentoring group and Progress Foundations self-help online programme. You can find him here on LinkedIn: https://www.linkedin.com/in/richard-brewin-fca-0aa62529/ NOTE TO LISTENERS: We like to hear from you, leave us a voice message – visit sayhi.chat/AIP

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Special Edition: Steve Cox (Head of Accountancy at IRIS Software) Steve Cox is Head of Accountancy for Commercial at IRIS Software Group. He is a technologist and chartered accountant (FCCA) who looks at how technology can simplify the modern working environment. Steve joined IRIS in 2002 and has worked in many areas of the business including Customer Support, Engineering, Product Management and Marketing. His most recent previous roles at IRIS include Senior Product Director, Interim CTO and Chief Evangelist. "One of the biggest errors on tax returns is human error, so therefore if you can automate that, you can close the tax gap, which is the difference between tax monies due and monies collected."Steve has almost 20 years of experience in technology and accounting which he uses to work closely with customers, software companies, accounting/governing bodies and the government to champion the digital transformation and role evolution of accountants. In his current role as Head of Accountancy, he looks across the globe at how technology and legislation is changing the roles and requirements professionals in the workplace and looking to the future to predict how their roles will further evolve. In this interview, Steve tells Rob Brown about the importance of accountants in the business world and why IRIS are putting accountants back to the centre of the story with digitalisation and preparation for the future of the profession. You can connect with Steve on LinkedIn https://www.linkedin.com/in/stevenchristophercox/ (here) NOTE TO LISTENERS: We like to hear from you, leave us a voice message – visit https://my.captivate.fm/sayhi.chat/AIP (sayhi.chat/AIP)

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Episode 5. Some fundamental questions in this interview with an accounting veteran and one of the most respected mentors to accountancy professionals in the world. ➤ How important are accountants? ➤ How much impact firms can have on their own lives, and their clients lives when they stop chasing deadlines and start caring for clients?  Richard Brewin is a chartered accountant with 40 years of experience within the profession, as a successful practitioner in his own right and as an experienced mentor, coach, facilitator and speaker, specialising in owner managed professional accountancy firms frustrated by their progress. Based on his own experiences, Richard’s goal is reinvigorating firms and their leaders, developing positive environments, instigating change, creating sustainable growth, lighting up exit routes and putting the fun back into the working day.  Richard is co-founder of Progress Barnwell Brewin, creators of the ProgressBB mentoring group and Progress Foundations self-help online programme. You can find him here on LinkedIn: https://www.linkedin.com/in/richard-brewin-fca-0aa62529/ NOTE TO LISTENERS: This is a summary of the 30min full interview with our guest. Our VIP listeners can access full length, ad-free interviews and other bonus content by signing up here: www.patreon.com/Influencers We like to hear from you, leave us a voice message – visit sayhi.chat/AIP

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Episode 4. If you're an accountant, what do you call your sector? ➤ Do you call it the accounting industry or the accounting profession? ➤ Perhaps accounting sector or something else? ➤ Is it any different looking in if you're not an accountant? Martin Bissett kicks off with a well-judged rant to re-establish the standard. What do you think? We like to hear from you, leave us a voice note message – visit sayhi.chat/AIP You access even more bonus content if you become one of our VIP listeners – www.patreon.com/Influencers

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Episode 3 - guest interview. Steve Cox is Head of Accountancy for Commercial at IRIS Software Group. He is a technologist and chartered accountant (FCCA) who looks at how technology can simplify the modern working environment. Steve joined IRIS in 2002 and has worked in many areas of the business including Customer Support, Engineering, Product Management and Marketing. His most recent previous roles at IRIS include Senior Product Director, Interim CTO and Chief Evangelist. "One of the biggest errors on tax returns is human error, so therefore if you can automate that, you can close the tax gap, which is the difference between tax monies due and monies collected."Steve has almost 20 years of experience in technology and accounting which he uses to work closely with customers, software companies, accounting/governing bodies and the government to champion the digital transformation and role evolution of accountants. In his current role as Head of Accountancy, he looks across the globe at how technology and legislation is changing the roles and requirements professionals in the workplace and looking to the future to predict how their roles will further evolve. In this interview, Steve tells Rob Brown about the importance of accountants in the business world and why IRIS are putting accountants back to the centre of the story with digitalisation and preparation for the future of the profession. You can connect with Steve on LinkedIn https://www.linkedin.com/in/stevenchristophercox/ (here) NOTE TO LISTENERS: This is a summary of the 30min full interview with our guest. Our VIP listeners can access full length, ad-free interviews and other bonus content by signing up here: www.patreon.com/Influencers We like to hear from you, leave us a voice message – visit https://my.captivate.fm/sayhi.chat/AIP (sayhi.chat/AIP)

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Episode 2. Martin Bissett discusses Xero's direct to market approach and wonders what is doable in the future? Does Xero’s actions open the door for third parties to make contact to their accountant’s clients to monetise from them directly? Who truly owns the clients of accountants? How is access to key data affecting ownership of accounting clients? Why would software vendors make a play for accounting clients?

We like to hear from you, leave us a voice message – visit sayhi.chat/AIP You access even more bonus content if you become one of our Patreon users – www.patreon.com/Influencers

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Episode 1. This is the first episode of the revamped Accountants Influencers Podcast with Rob Brown and Martin Bissett. On this week’s show; Martin discusses Xero's direct-to-market approach and wonders what is doable in the future with other third-party organisations. Steve Cox from Iris shares fascinating insights to Rob Brown about putting accountants back to the ‘centre of the story’ with digitalisation. Richard Brewin brings 40 years of experience in building successful firms. Richard talks to Martin about the impact accountants can have on the lives of those around them when they start putting clients first rather than chasing deadlines.

We like to hear from you. Leave Rob and Martin a voice message here - we may just feature you on our show! Visit sayhi.chat/aip to leave a quick and easy audio message. You access even more bonus content and full length interviews by becoming a one of our VIP listeners here: www.patreon.com/Influencers

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Martin Bissett is THE trusted adviser to accounting leaders and future leaders internationally. He creates professional communities for fintech vendor partners as well as a range of accounting networks, associations and alliances. He is a knowledge partner to accounting influencers globally and has authored 9 books including Passport to Partnership, content from which has been adopted into the curriculum of AAT Level 3 courses, and taught in selected UK colleges and US CPA Societies.

He has spoken to audiences from over 40 nations on 4 continents and is retained by AccountingWeb and the International Accounting Bulletin as a judge of their prestigious awards. He writes for AccountingToday, AccountingWeb, CPA Practice Advisor and Chartered One, and has much to say on helping the accounting profession adopt an advisory role towards clients by moving away from compliance in order to create sustainable businesses, high levels of financial literacy in SMEs and therefore take the financial pressure off SME owner’s home lives. Selected shownotes:

Preview of a special relaunch of the Accounting Influencers Podcast

How the definitions of influencer, guru and expert has changed over the years

The vital role of micro-influencers in the accounting and fintech world

Shout to tax expert Rebecca Bennyworth as a true accounting influencer

The critical definition of a thought leader and how it differs from an influencer

What makes somebody an expert rather than a mere influencer

The kinds of influencers in accounting fintech, like practitioners, vendors, networks, regulators and writers

Who should accountants be listening to if they want to develop professionally and stay informed

Questions accountants and accounting/fintech event organisers should ask to scrutinise the true expertise of so-called experts

Why it's easier now for firms, networks and event organisers to do due diligence on potential experts and speakers to check track record

The different motivations of so-called influencers in putting out social media messages and content

The difference between results and recognition for some influencers

The downsides of accountants not being able to discern the relevant insights from true influencers vz believing the hype

Whether accountants have become more or less lazy in keeping up to date with softer skills and commercial acumen over the years

Advice for accountants to prove which accounting or fintech influencers are the real deal or false prophets

Where the opportunities for accounting firms are serious about developing their people and listening to the right influencers and experts

https://www.linkedin.com/in/martinbissett/ (Connect to Martin on LinkedIn)

https://www.linkedin.com/in/therobbrown/ (Connect to Rob on LinkedIn)

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Mark Lloydbottom is an experienced and acclaimed lecturer to the accounting profession. He lectures across Europe and South Africa on his specailised topics of strategy, marketing and personal development for accounting firm. His body of work comprises many management and marketing program, and he is a lead team member at PracticeWEB, the UK's leading provider of hosted content for accounting firm's websites.

Mark has written a range of books for the accounting profession and for Crown including Clients 4Life (for accountants), Your Money Counts (with co author Howard Dayton), The Money Devotional and Biblical Finance (co authored with Tim Segedin). Selected shownotes:

How the world's largest shared content system for accountants PracticeWeb was born

The opportunity that technology offers for the accounting profession if handled properly

The biggest threats to the accounting profession if firms do not step up

The succession challenges faced by accounting firms who will have to pay out big sums to older exiting partners

Why changing the accounting firm model is vital to attract new entrants to the profession

The problems with a hybrid model of working for accounting firms and their people

What good practice looks like for leadership and management roles in accounting firms

What prevents some accountants from being coachable and upskilling like they need to

Answering the question 'who is your best client?' for accountancy professionals

The challenges that a compliance heavy business model brings to accounting firms

The reasons accounting firms shun advisory and place over-emphasis on compliance work

Why most accounting firm partners spend only 5% of their time on non-compliance work

The critical difference between compliance and advisory work for accountants

What the best accountants do routinely that the average ones don't to serve their clients

What is going to drive up to 90% of the work accounting firms do in coming years

Why there are less people coming into the accounting profession (hint - it's not exciting enough!)

Whether accountants deserve the 'trusted advisor' mantle in today's competitive world

How the accounting profession is losing lots of clients and what they can do about it

Who truly has the ear of accountants and who the accounting profession should be listening to

How the burden of regulation hinders the accounting profession

What accountants can find on the Ignite Practice Management website

What accounting firm leaders must do to keep their skills up to date in serving their firms

When not working, Mark heads up the Compass ministry in the UK which teaches how finances should be managed according to the Bible. There are over 2300 verses in the Bible about how we should handle our money, wealth and possessions.

https://www.linkedin.com/in/marklloydbottom/ (Connect to Mark on LinkedIn)

https://www.ignitepracticemanagement.com/ (Ignite Practice Management website)

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Mark Wickersham is a Chartered Accountant and a widely published author on practice issues. His first book, Effective Pricing for Accountants, was a number 1 Amazon bestseller. He sold his own accountancy practice in 2006 and now helps accountants and bookkeepers become  more profitable through better systems, better leadership, better pricing strategies, better marketing and being highly proactive (especially in the area of advanced tax planning). Mark is also the Group Chief Executive of AVN, an association of approximately 300 accountants. Selected shownotes:

How Covid has changed price conversation for accountants and bookkeepers

Reasons some professionals discount their prices in tough times

Why some accounting firms actually do better in times of recession

How virtual, remote and online communication has affected price conversations

Why price is always the first thing prospects look at in a proposal or quote

Advice for accountants and bookkeepers can communicate better remotely

The importance of keeping people engaged during video conversations

Two crucial ways to communicate better on zoom and other non-F2F platforms

How accountants can increase opportunities by actually reducing their number of clients

Why most accounting firms are too cheap, and thus not as profitable as they could be

What might happen if an accountant lost or fired 20% of their clients

Why increasing prices in accounting and bookkeeping services doesn't always need to be justified

The problems accounting professionals have in communicating the value they create

The big mistake accounting firms make with their website when it comes to pricing

Two top tips to help accountants and bookkeepers have easier value pricing conversations.

Mark has a passion for teaching and coaching accountants and bookkeepers to be more confident and effective. He runs several live sessions monthly via https://www.wickersham.co.uk. When not working, Mark enjoys cycling and playing guitar from his base in Portugal.

https://www.linkedin.com/in/markwickersham1/ (Connect to Mark on LinkedIn)

https://www.facebook.com/groups/valuepricingwithmarkwickersham/ (Join Mark's Facebook Group)

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Mike Michalowicz is the author of several books including Get Different, Fix This Next, Clockwork, Profit First, The Pumpkin Plan and The Toilet Paper Entrepreneur. His books have been translated into 10 languages and he speaks to business audiences globally. He built and sold two technology service based companies before starting Profit First Professionals, a global community which support accountants, bookkeepers and other financial professionals to substantially differentiate themselves in the market - so they can dictate a premium for their services and attract more clients. He has a passion for entrepreneurialism and regularly shares experiences and advice with first time entrepreneurs. He also sits on formal and informal advisory boards and has relationships with the angel and early-stage investment community. Selected shownotes:  The Profit First methodology and why it makes behavioural but not logical sense The number one source of new business for accountants and why it's a challenge The origins of the book 'Get Different - Marketing That Gets Noticed and Gets Results How the human mind evaluates marketing messages Why accountants and bookkeepers need to stand out and get noticed in today's competitive world The DAD framework professionals can use to differentiate their offering to potential new clients The one area accountants and bookkeepers should avoid best practice What R&D (research and development) really stands for in the marketing world How Covid has changed the way accounting firms need to present themselves How Amazon actually grabbed 23% more revenue during the pandemic Why marketing is the ultimate act of kindness for small businesses What makes it easier for accountants to stand out in today's noisy world of marketing The 'invisible ink' email strategy to differentiate your message and get more opens The mistake of trying to be 'too different' in positioning your products and services What accounting firms can learn from other industries about differentiated marketing Why accounting professionals should think more like business owners and entrepreneurs What will happen to those accounting firms who don't see marketing as a necessity First steps for accountants and bookkeepers who want to 'stand out without standing out' How to build the confidence to do things differently in marketing your accounting services How accountants can reframe 'sales calls' to be more confident in helping clients What the future of marketing looks like for accounting firms in coming years The one thing potential clients trust more than people when it comes to buying Why the argument on whether to specialise or niche has been proven for accountants. When not working, Mike likes running and biking. He's recently made a commitment to go to more concerts and college football. https://www.linkedin.com/in/mikemichalowicz/ (Connect to Mike on LinkedIn) https://www.gogetdifferent.com/ (Check out Mike's gook Get Different) https://profitfirstprofessionals.com/ (Check out Profit First Professionals)

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Nevil Tynemouth runs New Results to professional services organisations improve their selling and business development activities. This covers engaging, winning and developing clients plus becoming confident and competent in selling and business development. This involves maximising relationships, becoming the trusted adviser and building trust with new and existing clients.

He was involved in launching two of the UK’s most familiar brands in Dyson and BlackBerry, and has worked as part of FTSE100 companies management teams for over a decade and in sales for 25 years. He is the author of “Sales Success on LinkedIn” and is recognised as an excellent facilitator, bringing new ideas, methods and approaches to life for those he works with. Inspiring business owners, partners, directors and their teams with real world practical tools to help their selling and business development activity. Selected shownotes:

The key difference between sales, marketing and business development for accountants

Why service professionals don't like words like sales and selling, and how to overcome this

How sales has changed over the years with technology but not with relationships

Why buyers of professional services are so much more educated now than before

What accountants must do to relate better to prospects buying their services

The one thing many accountants miss when communicating value to their clients

The biggest quality that separated the great accountants from the good or average ones

How coachable accounting professionals are and what helps improve their skills to win work

Why everyone in an accountancy firm has some responsibility to do business development

The vital role of accounting firm leadership in defining what good looks like in winning work

The single biggest challenge accountancy practices struggle with if they want to grow

What those accounting firms who are winning good business are doing really well right now

The old-fashioned approach that works best for accountants to develop new business opportunities

The scripts vz frameworks dilemma for accountants when phrasing sales and BD questions

The mistake most accounting professionals make when asking for referrals

A brilliant strategy to help accountants save huge amounts of time with proposals and pitches

How accountants can overcome a lack of time to do business development in their firm

The importance of quarterly business development plans for accountants

The difference between new clients and more business from existing clients for accountants

The one thing accountancy leaders can do to bring more business for their accounting firm.

https://www.linkedin.com/in/neviltynemouth/ (Connect with Nevil on LinkedIn)

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Jo Edwards is the principal of JE Consulting, who provide marketing assistance to accountancy and legal firms. She has over 30 years practical marketing experience working with a wide range of firms across the UK, both large and small. She has a particular specialism in preparing and delivering internet and social media strategies to clients. Jo and her team’s hands-on approach to marketing has helped many firms both in the UK  and internationally to generate new clients and develop profitable cross-selling services to existing clients through innovative e-marketing programs. Selected shownotes:

What has enabled the accounting profession to cope incredibly well in these tough times

Where some accounting firms have fallen short in serving their clients during the pandemic

How some accounting firms have won new business from competitors who have not been proactive

How Covid has changed marketing approaches for growing accounting firms

What some accounting firms have done to be more 'findable' in competitive marketplaces

The need for different channels for accountants to reach the clients and prospects they desire

What is happening to more traditional marketing approaches like PR, direct mail and event sponsorship

The ideal blend of lead generation vz brand awareness activities for an accounting firm

Who drives the marketing agenda and activities in an accountancy practice

The benefits of a 'marketing induction' session when onboarding new accounting firm staff

How social media has changed the game for accountancy professionals in recent years

The three categories of content that accountants should be sharing on social media

The secret ingredient in social media posts that get the maximum engagement

How LinkedIn has re-established itself as a professional network building platform for accountants

The vital role of research and proprietary insights for accounting firm marketers

An example of a small marketing budget generating many leads for an accounting firm

Why it's harder for accounting firms to differentiate from competitors and how to stand out

Tips for generating leads quickly for accountants, but the downsides of doing so

What's coming up for growing accounting firms with technology and digital trends.

When not working, Jo loves her dog, Rabbit, walking, swimming and boxing. She is heavily involved with the City of London and is a Liveryman in the Worshipful Company of Marketors and Freeman of the City of London. Her guilty pleasures are Pret Vanilla Latte and watching Masterchef (even though she's a lousy cook!)

https://www.linkedin.com/in/jo-edwards-73780b10/ (Connect with Jo on LinkedIn)

https://www.je-consulting.co.uk/ (Check out JE Consulting)

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Anders Liu-Lindberg is the co-founder and CMO (Chief Marketing Officer) at the Business Partnering Institute. He owns the largest group dedicated to Finance Business Partnering on LinkedIn with close to 10,000 members. He has ten years of experience as a business partner at the global transport and logistics company Maersk. He is the co-author of the book “Create Value as a Finance Business Partner” and a long-time Finance Blogger on LinkedIn with 60.000+ followers and 130.000+ subscribers to his blog. Selected shownotes:

The best definition of business partnering and its impact on value creation in business

Where true influence and impact really comes from in a professional role

How the word 'influence' has changed over the years and what truly defines an influencer

What separates the hype and social media following from the genuine influencers in a profession

The number one thing accountants must do to become a better business partner in their firms

The main difference between strategic partnerships/commercial alliances and business partnering

The reasons silos exist in firms and why accountants are best placed to break down departmental barriers

Why communication is the top attribute for effective business partnering in professional firms

The value of identifying the key priorities of stakeholders in your accounting firm, both internal and external

Best practice tips for external partnering with clients, customers and introducers

What stops finance and accounting professionals from becoming good communicators and business partners

How  a doubling of rate of automation in transactional finance is affecting accounting professionals

Why some skills cannot be learned overnight but must be mastered over time and by developing longer term habits

How the 70-20-10 principle of upskilling and learning affects change programs for accounting firms

The role of learning journeys to develop people in professional firms

What finance and accounting professionals must to become more valuable in a virtual world

Top tips for professionals to develop commercial awareness and business acumen

A positive spin on the term 'creative accountants'

The biggest reason accountants should think more entrepreneurially

Are we asking too much of today's finance and accounting specialists with technical AND people skills?

What accounting leaders must do to develop a culture of coaching and learning in their firm

The benefits of accountants investing in themselves and their skills outside their chargeable hours

The importance of accountability to push accountants to develop their own networks and careers

What accountants should be doing to be more involved in making key business decisions in firms

What's coming up for accounting and finance professionals who want to move up the value chain.

https://www.linkedin.com/in/andersliulindberg/ (Connect to Anders on LinkedIn)

(apologies for background sound - the joys of recording live!)

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Jeff Antaya is a business development and marketing gladiator. Jeff began his career with PWC before roles in  the cellular phone industry. He then spent 13 years at top US accounting firm Plante Moran, one of the largest US based accounting, tax, consulting and wealth management firms. The firm was also a founding member of Praxity and as part of its international expansion strategy, Jeff lead a team of  85 focused on growing the firm. His responsibilities include social media, brand development, marketing technology, communications, and digital business attraction and business development.

Jeff has a degree in accounting and an MBA from the University of Detroit Mercy. His new book “Don’t Ride a Dinosaur Into Your battle for New Clients” reveals how the efforts of service professionals to execute and optimizing digital marketing efforts can accelerate their growth trajectory. Selected shownotes:

The importance for marketing functions to make the business case for their activities in accounting firms

How business development and selling has changed for accountants over recent years

Why accounting firms chasing big clients must specialise in dealing with RFPs and procurement

How accounting firms can to get ahead in the tendering and pitching game

How Covid has in some ways made selling and prospecting easier for accountants

Why accountants must upskill and become confident with communicating through video

The origins of the book 'Don't Ride a Dinosaur Into Your battle for New Clients'

What constitutes thought leadership for accounting professionals and firms

The key differences between how law and accounting firms identify, approach and convert leads

What 'old world vz new world' looks like in the accounting profession and why it's not always about age

What accounting firm leaders need to know to properly lead and engage their marketing departments

The kinds of resources accounting firms have at their disposal for bringing in new business

The importance of joined up marketing strategies for accounting firms to get real results

The need for accounting firm leaders to manage succession when their best rainmakers leave

The key differences between rainmakers, business developers and marketers in accounting firms

Why it's dangerous for an accountant to copy what a successful rainmaker has done in their firm

How accounting firm marketers should decide who creates what type of thought leadership and content

Whether accountants can be coached and trained to be better business developers and thought leaders

The importance of coaching in the culture of accounting firms who want to grow their revenues

Tips for new partner and below partner-level accounting professionals to get buy-in for their ideas

Two things accountancy firm leaders must do to instil a culture of business development in their people

Answers to the accounting professional's objection 'I don't have time to create content and win business'

Best practice advice on tracking and measuring the impact of various marketing and prospecting activities in accounting firms

https://www.linkedin.com/in/jeff-a-7672a71/ (Connect with Jeff on LinkedIn)

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Bobby Lane is a SAGE Global Business Influencer and was voted No 1 in the Top 50 most influential sources of finance news and information on social media by Economia. A chartered accountant with over 25 years’ experience in professional practice, he built the first multi award-winning outsourcing team at SSH before their sale to top UK accounting firm Blick Rothenberg in 2017.

As Chief Executive Officer at multi-disciplinary outsourcing practice Factotum, he is an experienced keynote speaker, panellist and expert on all issues facing growing businesses. Bobby regular contributes to many trade and national media titles including The Mirror, The Times and Economia and previously BBC Radio London’s Business Agony Uncle. A former member of The Accountancy Age Advisory Panel, Bobby has a large international network and was formerly a member of the Global Advisory Board of Abacus Worldwide. He is also a Fellow of the Institute of Chartered Accountants in England and Wales and a registered ICAEW Business and Finance Professional. Selected shownotes:

What has changed most dramatically in the accounting profession over recent years

How accountants can really support their business clients beyond supplying compliance services

How clients are driving greater value, skills and advice for the accounting fees they are paying

What value truly looks like for accountants who serve their clients in the best possible ways

Why technology and automation are just enablers for accountants to help them perform better

What questions business owners ask of their accounting advisors that need good answers

When it's okay and when it isn't for accountants to claim 'trusted advisor' status

Why accounting firms must identify the best people for specific roles vz expecting everyone to be good at everything

The different ways accounting professionals can generate new business for their firm

How accountants have developed their personal brands on social media in recent years

How coachable accountants really are and what appetite they have to develop their skills

The biggest mistake accounting firm leaders make in developing their people

What some accounting firms have got wrong over the last couple of years

Solving the dilemma of having too little time to win new work and do business development

A recruitment tip way for accounting firms to acquire more entrepreneurially minded accountants

Advice for attracting and developing Gen Z staff for your accounting firm

How younger accounting professionals differ and even outshine their older counterparts

Why most business set ups are extremely inefficient in sourcing professional services

What makes many accountants fail in signposting good contacts for their business clients

How a reluctance to change holds many accounting professional back in their career

Where covid has actually been good for some business owners

The ONE THING the accounting profession needs to do to be successful in the next few years.

https://www.linkedin.com/in/bobby-lane-b11a211/ (Connect with Bobby on LinkedIn)

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Episode 161. In today's interview, Martin Bissett shares insights from 20+ years consulting to accounting firms, networks and software vendors. Martin Bissett is THE trusted adviser to accounting leaders and future leaders internationally. He creates professional communities for fintech vendor partners as well as a range of accounting networks, associations and alliances. He is a knowledge partner to accounting influencers globally and has authored 9 books including Passport to Partnership, content from which has been adopted into the curriculum of AAT Level 3 courses, and taught in selected UK colleges and US CPA Societies. He has spoken to audiences from over 40 nations on 4 continents and is retained by AccountingWeb and the International Accounting Bulletin as a judge of their prestigious awards. He writes for AccountingToday, AccountingWeb, CPA Practice Advisor and Chartered One, and has much to say on helping the accounting profession adopt an advisory role towards clients by moving away from compliance in order to create sustainable businesses, high levels of financial literacy in SMEs and therefore take the financial pressure off SME owner’s home lives. Key takeaways from this episode include: ➯ Why the accounting profession is unique amongst all B2B sectors and industries ➯ What makes the accountant the true trusted advisor to today's small businesses ➯ What 'being fired' does for one's confidence and career trajectory ➯ Reasons for not going to university and going straight into entrepreneurship/an employed role ➯ Explaining the 'pinnacle point' in defining a legacy or finishing point ➯ What really defines success for today's leaders, influencers and business owners ➯ Challenges in separating work life and family life for high performing professionals ➯ The ways technology has driven change in the accounting profession ➯ Examples of risks taken throughout one's life and how they impact one's future ➯ Why everything you want lies outside your comfort zone ➯ How today's hype demands that we be more confrontational and challenging to truly serve clients ➯ Why 'silver bullet' solutions don't work for business owners and accountants ➯ The power of 'impact stories' in cementing track record and highlighting credentials ➯ The three things that attract accounting practitioners and leaders to join the Upward Spiral Professionals community ➯ What one thing that separates the good accountants from the truly great ones, and why it's no more than 10% of the profession ➯ The skills and attributes that makes an accountant promotable and 'partner material' ➯ Examples of bad doctrine and bad advice put out to the accounting profession ➯ The two best places to go for wisdom, learning and advice for accounting leaders ➯ The value of wisdom that doesn't go out of date - the role of 'the classics' in accounting literature ➯ The power of being someone 'without whom...' great things would NOT have happened. https://www.linkedin.com/in/martinbissett/ (Martin on LinkedIn) https://www.linkedin.com/in/martinbissett/

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Mark Jenkins has 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 Portal so accounting firms throughout NZ, Australia and the UK can use business development content to maximise income without having to re-invent the wheel. Selected shownotes: A simple definition of client engagement for accountants and how important it is to keep clients attracted to your firm Why loyalty is breaking down with accounting clients and what accountants must do to stay relevant The many upsides of having enthusiastic, engaged clients for not just revenue and loyalty but recruitment and succession The disconnect between technical advisors like accountants and entrepreneurial business owners and how to bridge this How client engagement has changed over the years for accountants and what implications this has for the changing roles of advisors The problems accountants incur in giving away their advice for free by not engaging their clients properly What being proactive really looks and sounds like for the 'best in class' accountants Why the accountant-client relationship will never go back to 'normal' after the pandemic, and how professional firms must adjust Where good client engagement really starts and the 5 levels of change accountants must go through How mindset defines how accountants can optimally engage with clients and be proactive in their client relationships The technique of habit stacking for accountants who want to be more productive and proactive with clients How accountants can create the time to serve clients better and get around the 'I'm too busy' excuse 5 rules for accountants to run better (more productive and lucrative) meetings with their clients The different kinds of client engagement meetings that accountants should know about and be having.

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/ (Website) https://www.linkedin.com/in/mark-jenkins-59872a42/ (LinkedIn)

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Sam Allred is a qualified CPA and founder of Upstream Academy. He has been regularly recognized as one of the major influencers in the accounting profession and has been listed as one of Accounting Today’s Top 100 Most Influential People in Accounting and as one of IPA’s Most Recommended Consultants. He is one of the most sought-after speakers in the accounting profession and is viewed as one of their top strategic thinkers. Selected shownotes:

What accounting firms and leaders need to do to be more strategic in their vision

The definition of goals for professionals at all levels in accounting firms

The importance of a 'stretch' element in goal setting for accounting professionals

The reasons why most accountants set the wrong goals or no goals in their firm

The difference between objectives, standards, goals, expectations and visions

The danger of too many goals and the optimum number for more likely execution

The biggest problem of poorly defined or vague goals for accounting leaders

Why accountability is vital for proper execution of goals for accountants in practice

The role of KPIs or Key Performance Indicators for accountants in setting and reporting on goals

How mile-markers or milestones work in ensuring your goals are achieved

How core values differ from goals and can be mistaken for goals in accounting firms

Why goals without detail and specifics set accounting professionals up for failure

Defining strategy in terms of what you say 'yes' and 'no' to in exerting time and effort

The best places for your goals to live if you want the best chance of achieving them

Tips for prioritising goals and initiatives so you know what's truly important

The biggest mistake accounting leaders make when setting goals for themselves and others

Top tips for setting and achieving significant goals for accounting professionals and leaders.

Sam and his wife, Marlene, live outside of Park City, Utah. His hobbies include spending time with his family, fly fishing and golf. Sam and Marlene have seven children. Contact him here:

http://upstreamacademy.com/ (Website)

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Jeremy Clopton led the Big Data & Analytics and Digital Forensics practices in one of the top accounting firms in the US. He created the SQ Method, a framework designed to help firms overcome challenges and more successfully leverage technology and move firms forward. He is a faculty member for the Association of Certified Fraud Examiners and believes in data and technology's potential to transform firm practice management, leadership, and culture. Selected shownotes: What being a 'high performing firm' really means in the accounting world, and why it goes beyond 'the numbers' The different ways professional firms can grow and generate new revenues in the post-covid era Why limiting your services really limits revenue opportunities for accounting firms How additional services offer accounting firms and their employees a lot more than just new revenues The biggest mistakes accounting firms make when introducing new service lines How the 'compliance vz advisory' conversation drives the need for new additional accounting services Why accountants struggle to price non-compliance services and what they can do about it Simple examples of how accounting firms can position and price addition services The key questions accounting firms should be asking when considering the introduction of an additional service The importance of market research for accounting firms who want to offer clients some additional services Why the busiest 'tax season' is actually the best time for accountants to uncover new revenue opportunities for their clients Why many accounting firms are unrealistic about how quickly new services lines can be profitable Examples of lucrative new service lines that accounting firms could offer their clients A simple question accountants can ask their clients to kickstart new revenue conversations How accounting firms can develop a culture of cross-selling and positioning additional services with multiple clients What will happen to professional firms who reactively wait for growth without offering their clients additional services.

Jeremy is also passionate about employee engagement and the value brought by each generation in the workforce. An avid reader, he says Patrick Lencioni, Brené Brown, Daniel Pink, and Scott Berkun have influenced his leadership style. Beyond books, he is a fan of TED curated content and cites Shonda Rhimes' TED2016 talk 'My Year Of Saying Yes To Everything' as one of the most influential talks of his career. Outside of work, Jeremy enjoys spending time with his wife, Katie, three innately curious daughters, a lazy golden retriever, and two energetic toy Australian shepherds. He enjoys running, golf, and helping his wife run a non-profit organization. Contact him here: http://upstreamacademy.com/ (Website and blog) https://www.linkedin.com/in/jeremyclopton/ (LinkedIn)

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Once a month, the Accounting Influencers podcast is featuring a prominent accounting leader. This month we interview David Whitson-Black, Group Head of Talent Development at Azets, an international business and one of the UK's top 10 accountancy firms. Starting his career in people development 18 years ago, David now leads Azets Talent development team across the UK & Europe. David has strong experience in people development and has managed learning and development teams in the financial and professional service sectors. He is passionate about developing the best talent no matter where they are on their journey from early careers right through to senior management. His expertise ranges from leadership development to succession planning, talent strategy, coaching and mentoring, career pathing and performance management. Shownotes: The symptoms of an accounting firm that require a learning and development function Why there is more to an accounting role than technical competence The reasons why many accountants stop their learning and developing (beyond technical) after they've achieved qualification Why some accountants struggle to know what career they want or what's achievable with an accounting firm The role of a career coach or mentor for accounting professionals to show them what's possible and take them on a journey they'll be fulfilled by What it takes to launch an L&D function in an accounting firm and what components make up a strong L&D program Why it's important to remain coachable and teachable if you want to inspire and mentor others in your role The issue of boardroom or executive level influence for non-partners and heads of functions like HR and L&D in an accounting firm The role of values in a strong accounting firm culture and why collaboration throughout the firm to shape them is critical The frustration of motivating traditional accountants to change, upskill and adapt How soft skills like business development and relationship building are vital in successful accounting firms Why there are more challenges for accountants to win business now than ever before What best practice recruitment looks like to bring the right kind of talent into your accounting firm Insights into how good recruitment leads to a successful succession plan for accounting firms How to best support the older, more experienced professionals in a growing accountancy firm Words to inspire new recruits to your accounting firm and setting their expectations A strong driver of corporate executive presence in a profession like accounting.

When not working David likes spending time with his family, records music (singing) and has an interest in graphic design. Contact https://www.linkedin.com/in/davidblack79/ (David on LinkedIn)

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Jeremy Clopton led the Big Data & Analytics and Digital Forensics practices in one of the top accounting firms in the US. He created the SQ Method, a framework designed to help firms overcome challenges and more successfully leverage technology and move firms forward. He is a faculty member for the Association of Certified Fraud Examiners and believes in data and technology's potential to transform firm practice management, leadership, and culture. Selected shownotes: What being a 'high performing firm' really means in the accounting world, and why it goes beyond 'the numbers' The different ways professional firms can grow and generate new revenues in the post-covid era Why limiting your services really limits revenue opportunities for accounting firms How additional services offer accounting firms and their employees a lot more than just new revenues The biggest mistakes accounting firms make when introducing new service lines How the 'compliance vz advisory' conversation drives the need for new additional accounting services Why accountants struggle to price non-compliance services and what they can do about it Simple examples of how accounting firms can position and price addition services The key questions accounting firms should be asking when considering the introduction of an additional service The importance of market research for accounting firms who want to offer clients some additional services Why the busiest 'tax season' is actually the best time for accountants to uncover new revenue opportunities for their clients Why many accounting firms are unrealistic about how quickly new services lines can be profitable Examples of lucrative new service lines that accounting firms could offer their clients A simple question accountants can ask their clients to kickstart new revenue conversations How accounting firms can develop a culture of cross-selling and positioning additional services with multiple clients What will happen to professional firms who reactively wait for growth without offering their clients additional services

Jeremy is also passionate about employee engagement and the value brought by each generation in the workforce. An avid reader, he says Patrick Lencioni, Brené Brown, Daniel Pink, and Scott Berkun have influenced his leadership style. Beyond books, he is a fan of TED curated content and cites Shonda Rhimes' TED2016 talk 'My Year Of Saying Yes To Everything' as one of the most influential talks of his career. Outside of work, Jeremy enjoys spending time with his wife, Katie, three innately curious daughters, a lazy golden retriever, and two energetic toy Australian shepherds. He enjoys running, golf, and helping his wife run a non-profit organization. Contact him here: http://upstreamacademy.com/ (Website and blog) https://www.linkedin.com/in/jeremyclopton/ (LinkedIn)

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Mark Jenkins has 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 Portal so accounting firms throughout NZ, Australia and the UK can use business development content to maximise income without having to re-invent the wheel. Selected shownotes: A t

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/ (Website) https://www.linkedin.com/in/mark-jenkins-59872a42/ (LinkedIn)

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Richard Brewin is a chartered accountant with 40 years of experience within the profession, as a successful practitioner in his own right and as an experienced mentor, coach, facilitator and speaker, specialising in owner managed professional accountancy firms frustrated by their progress. Based on his own experiences, Richard’s goal is reinvigorating firms and their leaders, developing positive environments, instigating change, creating sustainable growth, lighting up exit routes and putting the fun back into the working day. He is co-founder of Progress Barnwell Brewin, creators of the ProgressBB mentoring group and Progress Foundations self-help online programme. Selected shownotes: How to stay motivated as an accounting professional after many years 'in the game'

Contact Richard on https://www.linkedin.com/in/richard-brewin-fca-0aa62529/ (LinkedIn) or via his https://www.progressbb.co.uk/ (Progress BB website).

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Kevin Harris is the highly driven, passionate and visionary Office Managing Partner of top 10 UK accounting firm RSM. He also chairs the local Enterprise Partnership, responsible for generating economic growth in his region. Alongside these roles, he is a Non-Executive Board member of the East Midlands Chamber of Commerce and was President last year. Selected shownotes from this 'leaders special' interview: A fascinating journey from qualifying accounting to top 10 firm managing partner The mindset difference between most accountants (technical advisors) and their business owner clients (entrepreneurs) What failing your accounting qualification by 1% or being made redundant can do to your mental resilience and career control What accountants need to develop if they want more influence and a voice in an accounting firm The frustrations and difficulties of working in an accounting firm with traditional partner hierarchies and structures The futility of thinking you can make everybody happy when you lead any kind of professional firm or organisation Tips for dealing with opposing views and people who want to challenge your leadership or ideas How to avoid having to play the political game with multiple stakeholders in a professional firm Striving for personal and work balance in an accounting firm leadership role, especially in a culture where hard work and long hours are expected The importance of self-awareness, mental resilience and continued learning when leading a professional firm An example of a big career risk and what can be learned from being courageous in an accounting leadership role Where drive, motivation and fulfilment come from in leading a large accounting firm Insights into how accounting firms grow and how many accountants shy away from the growth and entrepreneurial side of running a firm Whether everyone in an accounting firm should be involved in business development Why recruitment and retention of top talent is the biggest challenge in any accounting leadership role The importance of selling a vision in accountancy to attract the right kind of talent and engagement Advice to upcoming accounting firm leaders to build resilience, associating with the right people and being true to oneself.

Contact him https://www.linkedin.com/in/kevin-harris-776a3414/ (here on LinkedIn).

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Paul Richmond leads The Gro Group which helps professional firms globally to drive culture, develop leaders and improve commercial performance. He qualified as a Chartered Accountant at KPMG. Over the last 20 years Paul has developed successful programmes for clients and been fortunate to work with some of the UKs leading organisations and enjoyed learning from Steven Covey, Tony Robbins, Meredith Belbin and Robert Diltz. Selected shownotes: When not working, Paul is usually with family, dogs cats or in the shed building something. His preferred sports are tennis and cycling. You can contact him here: https://thegrogroup.com/ (Website) https://www.linkedin.com/in/paulrichmondthegrogroup/ (LinkedIn)

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Sam Allred is a qualified CPA and founder of Upstream Academy. He has been regularly recognized as one of the major influencers in the accounting profession and has been listed as one of Accounting Today’s Top 100 Most Influential People in Accounting and as one of IPA’s Most Recommended Consultants. He is one of the most sought-after speakers in the accounting profession and is viewed as one of their top strategic thinkers. Shownotes: Why the accounting profession is actually in a strong position in these uncertain times The biggest challenge most accounting firms think will be their biggest challenge in growth The most critical mistake professional firms make with their recruitment strategy, which is why talent holds them back in growing The key differentiators between most accounting firms and the high performing ones The three crucial areas in which high performing accounting firms excel that the rest fall down on The importance of being intentional in teaching and training your people in soft skills if you lead in an accounting firm The fallacy of hoping that strong technical skills alone will further an accountant's career progression or solve an accounting firm's succession problem Why so many accountants 'flatline' after 8-9 years of career progression, often after reaching partner level Where the responsibility lies to develop the talent in accounting firms, and how this ties to culture and leadership How a lack of growth and personal development in accounting firm partners and leaders has such a negative impact on the rest of the practice Debunking the notion that accountants have to 'serve their time' to reach partner or effectively contribute to their accountancy firm How accounting firms can invest 12 years of career development into a new hire accountant with raw talent to make them 'partner-ready' in 5 years Why time is the slowest developer of accounting professionals and partner talent in accountancy practices Ways for firm-wide leaders to stretch and challenge their accounting professionals to develop their skills and experience more quickly Creating the right mix for accelerated skill development with accounting firm top talent What the older people in accounting firms need to do if they want to stay current, relevant and inspirational to others.

Sam and his wife, Marlene, live outside of Park City, Utah. His hobbies include spending time with his family, fly fishing and golf. Sam and Marlene have seven children. Contact him here: http://upstreamacademy.com/ (Website)

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Heath Alloway of Upstream Academy was National Growth Manager and Director of Business Development at one of the top accounting and consulting firms in the US. Here he led a multi-disciplinary team of 20, focused on strategic growth plans, development and launch of new services and industry verticals, leveraging firm data and innovation. Today he is a director at Upstream Academy alongside popular Accounting Influencers podcast guests Jeremy Clopton and Sam Allred. Heath is an experienced professional with a passion to create and implement an innovative and growth focused culture. This includes working with public accounting firms leadership teams on strategic growth plans, business development training, innovation, and implementation of new services. This is a follow up interview with Heath after this earlier episode: "How Top Accounting Firms Innovate & Generate Ideas" which you can https://bit.ly/3o2mTCU (check out here>>) Selected shownotes: The common misconceptions about innovation and growth in professional firms Why accountants and similar professions have proved themselves to be better at changing than thought possible The key areas accountants and leaders need to be ready for and adapting to if they want firm success Why 'hope' is NOT a sound strategy for growth in a professional firm The opportunities professional advisors and accountants now have to connect with clients How accountants can not just generate ideas and innovate, but turn that into concrete action and outcomes The 'preotype' process for developing a new service line for your accounting and professional clients Ways clients can actually help justify, shape and promote additional service lines and revenue streams in professional firms How to determine revenue potential on a new idea or innovation in your professional firm Three important steps accountants should consider in launching a new product or service on the marketplace Where a professional firm should focus their marketing efforts and spend when bringing a new product or service to market Ways to equip your people to position and sell your new ideas, projects, products and services The problems in relying on just one person to lead an initiative or be a champion for a new service offering in your firm Why scaling and growing actually makes it harder for an accounting firm to effectively position and sell its many products and services The power of educational videos to help your staff and your clients understand the benefits of various offerings and services The satisfaction of seeing a new idea or innovation become real when you 'reach for better, nor for normal' Practical steps to be more innovative and implement your ideas so your goals are achieved in your professional firm.

When not working, Heath and his wife Emily focus on faith, family, health, and friends. He frequently refers to his two precious kids as his innovation team because they generate a lot of ideas – both good and bad – that require his help and/or intervention.. Contact him here: http://upstreamacademy.com/ (Website) https://www.linkedin.com/in/heath-alloway/ (LinkedIn)

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Mark Jenkins 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. Selected shownotes: A throwback to accountants writing cheques and processing bank statements manually to the digital world The challenge for accountants in staying current with technology and maintain learning to serve clients The dangers for accountants of losing relevance with clients and the marketplace The foundational skill accountants need to be 'in the game' The different communication skills accountants should master A great communication technique to set up a conversation about tax or payments Ways for accountants to improve their communication and people skills The four stages of learning using the example of diving a car and then for accountants calling clients The importance for accounting professionals to develop their own communication style Why accountants struggle to master selling skills and what they can do about it Simple ways to find out what clients actually want so accountants can position and sell comfortably The 3 key skills or responsibility required to make partner for accounting professionals OPPSS explained as a process for accountants to make the most of opportunities to bring in new work Why accountants need to develop the ability to speak beyond the numbers and forecasts What business acumen and commercial awareness looks like for accountants and how they can develop it The power of empathy if accountants want to properly relate to their clients Words of wisdom for accounting professionals to help clients better and be as good as they can be.

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/ (Website) https://www.linkedin.com/in/mark-jenkins-59872a42/ (LinkedIn)

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Sam Allred is a qualified CPA and founder of Upstream Academy. He has been regularly recognized as one of the major influencers in the accounting profession and has been listed as one of Accounting Today’s Top 100 Most Influential People in Accounting and as one of IPA’s Most Recommended Consultants. He is one of the most sought-after speakers in the accounting profession and is viewed as one of their top strategic thinkers. Shownotes: What separates the good accounting firms from the great, especially in tough times What a strong culture of high performance and a staff of raving fans looks like in a good accounting firm Question answered: do high performing firms recruit high performing people or develop good people into high performers? Shoutout to 'The Ideal Team Player - How to Recognize and Cultivate the Three Essential Virtues' by Patrick Lencioni (and what those essential values are) What defines high performance or 'best in class' in professional firms and what research data supports it The 6 areas of discipline demonstrated by all high performing accounting firms Why financial performance is only a small part of what makes an accounting firm successful and high performing Why every firm and every accounting partner can be high performing - it's not the normal distribution curve of poor, average and good How the covid pandemic and remote working has exposed some accounting firms who lack a high performing culture and strong processes What high performing leaders in an accounting firm set examples and drive culture in caring for their people and clients Why it's almost impossible to be a high performing professional in a low performing accounting firm over any length of time The dilemma for accomplished partners fighting against poor performance who are too invested in a poor firm to contemplate leaving How to properly discern whether an accounting firm is worth joining or working for before you're hired The signs from the outside that an accounting firm is high performing The main thing accounting firms and accounting individuals need to start down the road of becoming 'best in class' Critical questions accounting professionals and leaders should ask themselves to assess whether they are or could be considered a high performer The kind of results high performing firms have achieved in a pandemic year and how they will continue to dominate in 2021 What all accounting firms are most looking forward to as they emerge from covid restrictions.

Sam and his wife, Marlene, live outside of Park City, Utah. His hobbies include spending time with his family, fly fishing and golf. Sam and Marlene have seven children. Contact him here: http://upstreamacademy.com/ (Website)

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Rob Brown is a former high school maths teacher and now founder of the Business Development Academy, which trains busy accountants and similar service professionals to be confident, effective work winners. He speaks internationally on growth, succession, trust, likeability, reputation, collaboration, mental resilience and sales for professional firms and networks. He is also in demand as an online an and in person chair, moderator, interviewer, MC and event host for conferences and virtual events internationally. Rob is the bestselling author of Build Your Reputation (Wiley) and his TED talk ‘The Personal Brand of You’ has been viewed 250K times on Youtube. He hosts the popular weekly https://bdacademy.pro/podcasts/aip/ (Accounting Influencers podcast) that interviews a range of influencers, vendors and experts who serve the accounting community to ask what makes the good firms and accountants great. Selected shownotes: Announcing the launch of a monthly slot for show host Rob Brown on Accounting Influencers to round up wisdom from the show's expert interviewees Upcoming podcast themes, including future proofing your career and your firm, post covid recovery strategies, client experience, loyalty, changes in the buyer journey, positioning and pricing of your services, opening up new services and markets, winning new business and standing out in competitive environments How covid has magnified the good and the bad in accounting firms The difference in accounting firms who have stepped up and those who have slipped behind The two things the best accounting firms have invested in during the pandemic, and continue to do so to accelerate their recovery How some accounting firms got their communication and thought leadership all wrong when covid hit the world The upsides of the pandemic and what many firms got right to make the most of a tough situation The downsides that nobody could really avoid, including mental health, zoom fatigue, lack of human contact and deterioration of 'in person' social skills The outlook for the accounting profession globally in what is likely to be a very tough 2021 Where the opportunities will be for accountants and their firms in the next 12 months Why growth and recovery are now top of the agenda in the boardrooms of accounting firms Shout out to the https://bdacademy.pro/podcasts/alp/ (Accounting Leaders podcast) which interviews managing partners and heads of functions in large accounting firms, plus leaders of global accounting networks/alliances/associations to talk about their journey, their leadership and career stories and their take on what's happening in the accounting world right now. Access free 30 min video training: https://bdacademy.pro/accountants/ (Winning Business in Tough Times>>)

Contact Rob here: http://www.accountantsworld.com/ (Website) https://www.linkedin.com/in/hitendrapatil/ (LinkedIn)

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Jeremy Clopton led the Big Data & Analytics and Digital Forensics practices in one of the top accounting firms in the US. He created the SQ Method, a framework designed to help firms overcome challenges and more successfully leverage technology and move firms forward. He is a faculty member for the Association of Certified Fraud Examiners and believes in data and technology's potential to transform firm practice management, leadership, and culture. Shownotes: What data analytics actually means for accounting firms How accounting deals with more data from both clients and firms than most other industries How the game of data analytics in accounting has changed over the years Why excel is a data analytics tool, even though it may not be the best one How big data is now so overwhelming for accountants and how they can deal with it The power of asking the right questions before analysing data properly in accountancy firms The power of story-telling for accountants to make data come to life How different stakeholders in the accounting set up need different things from the same data The role technology plays today in analysing huge amounts of data The number one area data analytics can help accounting firms be more profitable and efficient The possibilities for accounting firms of establishing new service lines with data analytics Where accountants should get started in adding data analytics as a service to their clients The importance of measuring progress towards objectives, KPIs, goals and targets using data Who should be playing with the data in an accounting firm - the tech people or the fee earners? The big mistake accountants make in falling short as advisors with the data they produce The trap of over-complicating data analytics and not communicating the key actions Words of encouragement for leaders in accounting firms who want to drive a better data analytics agenda

Jeremy is also passionate about employee engagement and the value brought by each generation in the workforce. An avid reader, he says Patrick Lencioni, Brené Brown, Daniel Pink, and Scott Berkun have influenced his leadership style. Beyond books, he is a fan of TED curated content and cites Shonda Rhimes' TED2016 talk 'My Year Of Saying Yes To Everything' as one of the most influential talks of his career. Outside of work, Jeremy enjoys spending time with his wife, Katie, three innately curious daughters, a lazy golden retriever, and two energetic toy Australian shepherds. He enjoys running, golf, and helping his wife run a non-profit organization. Contact him here: http://upstreamacademy.com/ (Website and blog) https://www.linkedin.com/in/jeremyclopton/ (LinkedIn)

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Bernie Smith coaches businesses to develop meaningful KPIs and present their management information in the clearest possible way to support good decision making. Frustrated by the random way in which performance measures are often chosen and implemented, Bernie set up Made to Measure KPIs in 2007. He has since authored author of 19 KPI books to share simple, structured and repeatable ways to create KPIs that normal humans could design and use to improve businesses. Selected shownotes: What a KPI or key performance specialist actually does The benefits of KPIs for accounting firms and the business clients they serve The power of KPIs to support business clients with advisory services Shout out to The Checklist Manifesto by Atul Gawande and how checklists make KPIs more accessible The importance of KPIs to breakdown and execute strategic objectives The challenges and best practice tips for measuring intangible objectives like culture and client engagement Top tips to gain buy-in for KPI thinking with the clients of or the staff in an accounting firm How visual dashboards can show how KPIs are working and the mistakes accountants make with dashboards Why traffic light approached to KPIs do not work and why they should be avoided The similarities and differences between covid stats and business KPIs Why KPIs are only as good as the data they are based on How personal or health KPIs can help professionals with work life balance and wellbeing The role of micro-habits and small KPIs in bringing about larger scale change How accountants can add value to their clients by delivering content (workshops, webinars) on KPIs A great KPI example around 'lifetime value of activity' which can really move the dial A great KPI example that drives client loyalty and engagement.

Using the experience (and scars) of working with a huge variety of organisations over his consulting career, spanning banking (HSBC, Credit Suisse, UBS), aerospace (Airbus, AirTanker, Leonardo), and even cheesemaking, Bernie has boiled that experience down into simple, sensible and practical advice on performance measurement. When not working, Bernie is a keen hill walker, photographer and technology enthusiast. At any given point he has at least half a dozen over-ambitious and incomplete technology projects on the go. Contact him here: http://madetomeasurekpis.com (Website and blog) http://www.linkedin.com/in/berniesmith (LinkedIn)

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Stephen Heathcote joined PrimeGlobal in 2019 as Chief Executive Officer. He has extensive global experience of leading change across the accountancy profession. In 2020, PrimeGlobal was awarded association of the year at the International Accounting Bulletin Digital Accountancy Awards. The judges noted “The competition was strong, and the judges selected PrimeGlobal for its exceptional year under new leadership, restructuring its global governance and delivering strong growth of over 10 per cent.’’ His leadership background in the accounting profession includes undertaking the COO role at the UK Financial Reporting Council (introducing a new regulatory impact assessment during the global financial crisis), a senior management position at KPMG (leading the global change to the firms methodology) and over ten years as a key member of the Association of Chartered Certified Accountants (ACCA) executive team (leading global markets and overseeing all operations). Selected shownotes:

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Rob Brown is a former high school maths teacher and now founder of the Business Development Academy, which trains busy accountants and similar service professionals to be confident, effective work winners. He speaks internationally on growth, succession, trust, likeability, reputation, collaboration, mental resilience and sales for professional firms and networks. He is also in demand as an online an and in person chair, moderator, interviewer, MC and event host for conferences and virtual events internationally. Rob is the bestselling author of Build Your Reputation (Wiley) and his TED talk ‘The Personal Brand of You’ has been viewed 250K times on Youtube. He hosts the popular weekly https://bdacademy.pro/podcasts/aip/ (Accounting Influencers podcast) that interviews a range of influencers, vendors and experts who serve the accounting community to ask what makes the good firms and accountants great. Selected shownotes: Why you need a strong professional business network The common denominator in almost all referrals, recommendations and introductions Why education teaches us to ask the wrong question when faced with a problem Shout out to Des O'Neill of OmniPro and Martin Bissett of Upward Spiral Professionals Case Study - coaching Jim the accountant to win more business more quickly The power of collaboration and strategic partnership in the accounting world A warning to cut through the hype - not everyone is as good as they say they are How accountants can accelerate their referral business AND their career An invitation to explore the 90 Day Pipeline coaching program for accountants to generate £100K of new business opportunities

Connect to Rob on https://www.linkedin.com/in/therobbrown/ (LinkedIn) or via the https://bdacademy.pro/contact/ (BD Academy website)

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Jason Bay is Chief Prospecting Officer at Blissful Prospecting. He helps reps and sales teams who love landing big meetings with prospects—but hate not getting responses to their cold emails or feeling confident making cold calls. Sales is the only "adult job" he’s ever had. And he’s done everything from selling house painting services door to door, running outbound call centers, to helping hundreds of reps master cold outreach. Selected shownotes: Two big lessons learned from selling house-painting services door to door The big mistake accountants make when approaching prospects that potentially creates an aversion to selling Why the business, deal or new client doesn't necessarily go to the best accountant, best form or best offering What caused Jason (and many other small business owners) to switch accountants The difference between marketing, prospecting and selling, and why accountants should know the difference Essential client acquisition knowledge for accounting professionals, starting with inbound and outbound marketing techniques How great content can help accountants reach out to and start conversations with existing and potential new clients The big reason accountants shouldn't have to make cold calls and knock on doors to start conversations with prospects Best practice tips for accountants to identify their ideal clients and buying personas to make for easier business development Why accountants don't always need to 'like' selling or business development to make it work for them, although they still need to develop the skills Shout out to the introverts in the world (like many accountants and entrepreneurs) and how to win business by talking less/asking better questions How accountants can 'get under the skin' of what their clients and prospects really need Great tips for handling objections when selling your services and how the EVO method gives accountants confidence in sales situations Special gift from Jason - a PDF guide with prospecting scripts and techniques to make better phone calls and have better sales conversations (link below) A simple and enticing reason accountants should use to reach out to existing and potential new clients to start conversations.

JBay as he is often called, is into classic rock - Van Halen and Def Leppard his two favorite bands. UFC is his favorite sport and he loves being outside hiking, camping and backpacking. He 'nerds out' on most things psychology related and enjoys hanging out with his wife, Sara, and his dog, Pepe. Contact him here: https://blissfulprospecting.com/aip (AIP - special prospecting cheat sheet for accountants) https://www.linkedin.com/in/jasondbay/ (LinkedIn)

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Mark Jenkins 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. Selected shownotes: Why it's exciting to be in the accounting profession and how covid offers opportunities to close a client disconnect What clients have traditionally thought of their accountants, and what needs to change in educating clients Why accountants must stay relevant to their buyers and clients, and what happens if they don't The importance for accountants of staying relevant to clients and educating them if they want significantly more referral business What stops accountants educating their clients on how they truly help and the additional services they offer The danger for accountants of assuming that their clients will only ask for what they need vz help to run a better business The key areas clients need education and help with that an accountant should be offering The Forbes definition of business development and how it relates to advisory services for accountants The two way education that is needed for accountants to come up with the best possible support and advice for the accounting client Examples of where client education has been really impactful for accounting professionals The sad lack of proactivity with some accountants who have not reached out to their clients during covid Why having loyal clients are not always the ones who will reach out to their accounting advisors for extra help The potential revenue upsides in playing a long game when accountants properly educate and inform their clients The first thing accountants must do if they want to solve more problems and create more opportunities with their clients Tips for accountants who want to create more time to be more strategic and advisory led with their clients The role of the 'achiever matrix' in helping accountants decide what's important vz urgent with their time and focus How accountants can make good decisions about what content and social media channels they invest in to educate their clients Smart strategies accountants can use to increase engagement in their content and webinars/online training How accountants can help their clients define success and how it's different for each client Tips to solve the marketing department-outsourcing-doing it yourself dilemma for accountants who want better marketing How the FGG principle can create better client loyalty, engagement and cross-selling opportunities for accountants What benefits come to those accountants and accounting firms if they focus on good client education What best practice for client education looks like for accountants who want to create more revenue opportunities and serve their clients better.

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/ (Website) https://www.linkedin.com/in/mark-jenkins-59872a42/ (LinkedIn)

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Once a month, the Accounting Influencers podcast is featuring a prominent accounting leader. This month we interview Paul Winrow, the Technical Partner and Ethics Partner at top 15 UK firm MHA MacIntyre Hudson. He was previously Global Director of Professional Standards at Baker Tilly International. Here he was responsible for the network’s global audit methodology, the global quality improvement program, technical support, technical training and representing the network in the accounting Profession.  Paul has over 25 years audit experience, spending the first ten years of his career in Big 4 firms and has spent the last ten years in technical roles. He was a core member of a global team responsible for developing a new global audit methodology and contributing to a suite of audit learning and software for a top six network, where he was Head of Audit Technical in the UK Firm, and more recently developed and implemented the Baker Tilly International Global Audit Methodology.  In his spare time, Paul is an avid sports fan, particularly his life-long love affair with Liverpool FC (what a couple of years this has been!!) and a shorter lived but no less passionate following of the Toronto Blue Jays baseball team. He is also a keen scientist and completed a part-time PhD in Palaeontology in 2015. 

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Rob Brown is a former high school maths teacher and now founder of the Business Development Academy, which trains busy accountants and similar service professionals to be confident, effective work winners. He speaks internationally on growth, succession, trust, likeability, reputation, collaboration, mental resilience and sales for professional firms and networks. He is also in demand as an online an and in person chair, moderator, interviewer, MC and event host for conferences and virtual events internationally. Rob is the bestselling author of Build Your Reputation (Wiley) and his TED talk ‘The Personal Brand of You’ has been viewed 250K times on Youtube. He hosts the popular weekly https://bdacademy.pro/podcasts/aip/ (Accounting Influencers podcast) that interviews a range of influencers, vendors and experts who serve the accounting community to ask what makes the good firms and accountants great. Selected shownotes: The importance of learning new skills to come out of covid better, faster and stronger Why children learn new skills more quickly than adults How skills are different to knowledge and how they enhance your career and self-satisfaction Reasons why adults struggle to learn new skills Why personal growth and non-business related skills are good to develop and not just professional skills Examples of professional and personal skills you could learn to make you better The power of learning new skills with other people vz doing it alone Launching of the 90 Day Pipeline coaching for accountants to generate £100K of new business opportunities Announcing an episode of accounting Influencers every month interviewing leaders in large or innovative accounting firms, global networks or alliances.

To have a conversation with Rob, contact him here: http://www.accountantsworld.com/ (Website) https://www.linkedin.com/in/hitendrapatil/ (LinkedIn)

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Sam Allred is a qualified CPA and founder of Upstream Academy. He has been regularly recognized as one of the major influencers in the accounting profession and has been listed as one of Accounting Today’s Top 100 Most Influential People in Accounting and as one of IPA’s Most Recommended Consultants. He is one of the most sought-after speakers in the accounting profession and is viewed as one of their top strategic thinkers. Shownotes: What separates the good accounting firms from the great, especially in tough times What a strong culture of high performance and a staff of raving fans looks like in a good accounting firm Question answered: do high performing firms recruit high performing people or develop good people into high performers? Shoutout to 'The Ideal Team Player - How to Recognize and Cultivate the Three Essential Virtues' by Patrick Lencioni (and what those essential values are) What defines high performance or 'best in class' in professional firms and what research data supports it The 6 areas of discipline demonstrated by all high performing accounting firms Why financial performance is only a small part of what makes an accounting firm successful and high performing Why every firm and every accounting partner can be high performing - it's not the normal distribution curve of poor, average and good How the covid pandemic and remote working has exposed some accounting firms who lack a high performing culture and strong processes What high performing leaders in an accounting firm set examples and drive culture in caring for their people and clients Why it's almost impossible to be a high performing professional in a low performing accounting firm over any length of time The dilemma for accomplished partners fighting against poor performance who are too invested in a poor firm to contemplate leaving How to properly discern whether an accounting firm is worth joining or working for before you're hired The signs from the outside that an accounting firm is high performing The main thing accounting firms and accounting individuals need to start down the road of becoming 'best in class' Critical questions accounting professionals and leaders should ask themselves to assess whether they are or could be considered a high performer The kind of results high performing firms have achieved in a pandemic year and how they will continue to dominate in 2021 What all accounting firms are most looking forward to as they emerge from covid restrictions

Sam and his wife, Marlene, live outside of Park City, Utah. His hobbies include spending time with his family, fly fishing and golf. Sam and Marlene have seven children. Contact him here: http://upstreamacademy.com/ (Website)

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Mark Stiving has studied, led and coached businesses through the lens of pricing for 25 years. His company Impact Pricing is dedicated to educating B2B companies about pricing and value. He has driven company-wide pricing initiatives worth hundreds of millions of dollars in incremental profit. He started and sold three companies, improving his championship pricing skills in each one. His book, Impact Pricing: Your Blueprint for Driving Profits, is a highly readable and practical manual (4.9 stars on Amazon). Selected shownotes: The makings of a world-renowned pricing and value expert - how Mark Stiving became an international pricing educator Why pricing matters in business and why accountants especially should care about pricing The different kinds of pricing, starting with the billable hour and ending with subscription pricing The problems accountants (and others in professional services) have that doesn't always apply to other sectors What exactly value is and how it figures into different pricing models Why accountants have problems with value-based pricing and fail to understand the nuances of pricing The two decisions buyers make in assessing a purchase and deciding value for money How the rigid structure of the billable hour and timesheets has stopped accountants from embracing more effective and profitable methods of pricing their services Why the 'value conversation' is so important for accountants when talking to their clients, and how to use it to price services better Shout out to Ron Baker, the 'godfather of pricing', and where Mark Stiving takes issue with his stance on timesheets The importance for accountants of involving the client in the determination of value, ROI and pricing metrics Whether it's possible to value price for anything, such as accounting audits or basic commodities Why there is no such thing as a commodity and how sellers can charge differently for what seems to be a basic, standardised product What an accountant can do when they don't know how long a job, project or particular outcome will take The biggest risk accountants face in moving from hourly to value based pricing The single best pricing technique that accountants can use to put together compelling packages, products and services for clients How lifetime value factors into value pricing, particularly with longer term projects When it's okay for an accountant to discount their prices or even offer services or advice for free When a lower price might overcome a buyer's inertia to make a purchase How accountants can get started with value pricing, both in negotiation and mindset terms Tips to drive a better pricing culture and a more positive attitude to pricing in your accounting firm.

Contact Mark here: https://impactpricing.com/ (Website) https://www.linkedin.com/in/stiving/ (LinkedIn)

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Heath Alloway of Upstream Academy was National Growth Manager and Director of Business Development at one of the top accounting and consulting firms in the US. Here he led a multi-disciplinary team of 20, focused on strategic growth plans, development and launch of new services and industry verticals, leveraging firm data and innovation. Selected shownotes: The 2 main ways accounting firms can drive organic growth Whose job business development and growing an accounting firm actually is Defining what innovation is and where it comes from in an accounting firm The biggest misconceptions about innovation in an accounting firm The danger of focusing too much on your competition and not your clients How to handle the objection of 'I don't have time to innovate or do business development' in my firm The parallels between innovation and business development for accounting firms Encouraging a culture and mindset of innovating for accounting professionals The importance of diversity of views for worthwhile innovation Technique for dealing with people in your accounting form who are not open to change and innovation The need for leadership support and aligning the firm's culture for good innovation The obstacles that most hinder accounting firm innovation Three critical questions in deciding whether to innovate and create a new product, service or process The dangers of assuming your clients need and will pay for new products or services Three ways an accounting firm can innovate to be more efficient and effective The future for those accounting firms and accountants who cannot or refuse to innovate.

When not working, Heath and his wife, Emily, focus on faith, family, health, and friends. He frequently refers to his two precious kids as his innovation team because they generate a lot of ideas – both good and bad – that require his help and/or intervention.. Contact him here: http://upstreamacademy.com/ (Website) https://www.linkedin.com/in/heath-alloway/ (LinkedIn)

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Richard Brewin is a chartered accountant with 40 years of experience within the profession, as a successful practitioner in his own right and as an experienced mentor, coach, facilitator and speaker, specialising in owner managed professional accountancy firms frustrated by their progress. Based on his own experiences, Richard’s goal is reinvigorating firms and their leaders, developing positive environments, instigating change, creating sustainable growth, lighting up exit routes and putting the fun back into the working day. He is co-founder of Progress Barnwell Brewin, creators of the ProgressBB mentoring group and Progress Foundations self-help online programme. Selected shownotes:

Contact Richard on https://www.linkedin.com/in/richard-brewin-fca-0aa62529/ (LinkedIn) or via his https://www.progressbb.co.uk/ (Progress BB website).

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Hitendra R. Patil is the author of The Definitive Success Guide to Client Accounting Services (CAS). His previous best-seller book, Accountaneur: The Entrepreneurial Accountant, has been bought by accountants in 12 countries across 4 continents. Hitendra has been named one of the Top 100 Most Influential People in Accounting from 2017 to 2019. He has also been among the Top 10 Accounting Influencers to Follow on Social Media and Top 100 Accounting Social Media Leaderboard. He is a regularly published author on many of the leading publications in the accounting profession in the United States. Selected shownotes: How accountants and firms are coping with the global pandemic and how specifically they have been affected Why accounting is not so much a knowledge or service business, but actually an 'impact' business What most people think when they heard the word 'accountant' What the most successful accountants are doing that the less successful ones don't Why accountants should think like business owners and entrepreneurs if they want to differentiate themselves The role of CAS or Client Accounting Services to the revenue and value add of accounting firms How client accounting services are actually more than mere advisory services The critical reason why client accounting services are the future for profitable and successful accounting firms Findings from the largest ever accounting survey with decision makers in accounting firms The optimum number of services an accounting firm should be offering their clients Why offering more products and services to your accounting firm doesn't necessarily mean employing more staff What Accountants World do for their accounting firm clients What's coming up for the accounting world in the area of technology Refuting the notion that more technology will spell the end of the regular accountant 'Why Your Child Will Not Be An Accountant' - one of the most widely read articles in the profession' What accountants need to do to ride the automation and technology wave, and stay relevant in a competitive world The most important asset owned by an accountants and how to make the most of it for career and business success.

Hitendra is the Director of Customer Success at AccountantsWorld, a leading provider of cloud-based solutions for accountants, offering a complete, integrated suite of innovative accounting, payroll, and practice management solutions.He helps accountants become more successful by leveraging software solutions more powerfully and advancing the company’s leadership in cloud solutions for accountants. Before AccountantsWorld, he has worked in the technology and technology-enabled services industry for nearly 20 years, working across multiple industry sectors such as capital markets, hedge funds, manufacturing, accounting, payroll, tax, and advisory services.. Contact him here: http://www.accountantsworld.com/ (Website and blog) https://www.linkedin.com/in/hitendrapatil/ (LinkedIn) Useful Links: https://www.accountingtoday.com/opinion/why-your-child-wont-be-an-accountant (Why Your Child Won't Be An Accountant) Book: https://cpatrendlines.com/shop/accountaneur/ (Accountaneur: The Entrepreneurial Accountant)

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Bernie Smith coaches businesses to develop meaningful KPIs and present their management information in the clearest possible way to support good decision making. Frustrated by the random way in which performance measures are often chosen and implemented, Bernie set up Made to Measure KPIs in 2007. He has since authored author of 19 KPI books to share simple, structured and repeatable ways to create KPIs that normal humans could design and use to improve businesses. Selected shownotes: How the book 'KPI Checklists' came about and why you should read it How the right business and financial information is vital to drive improved performance The need for linking measures, targets and goals to strategic objectives using KPIs or key performance indicators A definition of KPIs that everyone can relate to which centres around measuring things that count and that you care about The different types of KPIs, particularly leading (activity-based) and lagging (outcome-based) measurements How the ROKS method (Results Oriented KPI System) works with an illustration on how you choose a tool to do a DIY job What makes some KPIs more useful and relevant than others The joys and drawbacks of visual dashboards, plus the ideal number of KPIs to have on them How accountants are ideally places to capitalise on KPIs because of the amount and quality of data they can access How to measure and how often to measure the data that drive your KPIs The common fears and challenges accountants have with embracing KPIs in their firms and client offerings How KPIs link to incentives, rewards and motivations in accounting firms Best practice steps to start working with KPIs and how to drive a KPI oriented culture in an accounting firm How accountants can effectively use KPIs to add value and advisory services to their clients Why fact-based decision making vz guesswork is at the heart of KPI thinking.

Using the experience (and scars) of working with a huge variety of organisations over his consulting career, spanning banking (HSBC, Credit Suisse, UBS), aerospace (Airbus, AirTanker, Leonardo), and even cheesemaking, Bernie has boiled that experience down into simple, sensible and practical advice on performance measurement. When not working, Bernie is a keen hill walker, photographer and technology enthusiast. At any given point he has at least half a dozen over-ambitious and incomplete technology projects on the go. Contact him here: http://madetomeasurekpis.com (Website and blog) http://www.linkedin.com/in/berniesmith (LinkedIn)  

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Alison Ball is the Director of Marketing and Influencer Strategy for Liscio, Inc. Liscio helps firms differentiate themselves by providing Client Experience 2.0TM to their clients. How do you make exchanging sensitive data and information with your clients delightful, trackable, and transparent across team members? Liscio does that just - everything in one place and designed from the ground up to be secure, mobile, and delightfully easy to use for clients and for staff. Before joining Liscio, Alison spent 15 years leading accountant influencer programs at Intuit. In her spare time she grows amazing backyard vegetables and loves hiking in the San Francisco Bay Area. She believes that life is too short to spend it with mean people, and any day she can help someone else be successful is a good day indeed. Contact her here: http://liscio.me/ (Website and blog) About Liscio How do you make exchanging sensitive data and information with your clients delightful, trackable, and transparent across team members? Liscio does that just – everything in one place and designed from the ground up to be secure, mobile, and delightfully easy to use for clients and for staff. Useful links: https://liscio.me/determine-your-cx-level/#leadershipandmanagement (Fine-Tuning Your Client Experience – A Year-End Firm Discussion Guide from Liscio: Set your Firm Up for Success in 2021) To fine-tune your firm’s client experience, take time to identify what is working and what might need improvement in your firm. Download this free year-end firm discussion guide to tap into your staff’s insights, evaluate your client-facing tools, and get your firm on the path towards Client Experience 2.0 for 2021. The most recent https://liscio.me/setting-yourself-up-for-success-in-2021/ (Liscio newsletter) – packed with information about Client Experience 2.0 and useful for anyone who is seeking to differentiate their firm in 2021, and just have a better experience overall for clients and for staff.

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Barbara Koenen is the author of the book Beyond Billable Hours and Global Head of Business Development and Marketing at Al Tamimi, the largest law firm in the Middle East. She is based in Dubai and has 10 years of business development and marketing experience in the professional services industry.

She writes regular blog posts and is very passionate about helping fee earners in professional services firms to thrive as she knows how hard it is to focus on things beyond billable hours. Shownotes:

  • Why it's hard for professionals like accountants and lawyers struggle with doing business development
  • The importance of winning business for career progression in commercial firms, and good news - it can be taught
  • The danger of copying what other people are doing to win business in your professional firm
  • Whether winning business is a team sport or more of an individual responsibility in accountancy firms
  • Where to focus first if you want to bring in new business for your accounting firm
  • The importance of networking to win business but only if you do it the right way (and the one networking thing accountants should not do)
  • How trust and relationship strength are critical factors for accountants if they want to give and receive more referrals
  • How very few partners in professional firms know exactly how many and what kind of services they provide for their clients
  • Why culture and leadership are key drivers to ensure professionals in a firm open up their clients to cross-sell and upsell services across functions and locations
  • The different ways you can identify which are your best clients to focus on and it's not just about revenue they bring to your accounting firm
  • The similarities accountants share with their clients, and how finding common ground builds more trust in a relationship
  • Questions accountants can ask of their clients to uncover cross-selling opportunities

Barbara is a mother of 2 year old Olivier, born on Christmas Day, and she is expecting another boy Christmas 2020. She is a keen golfer, sailor and skier and she loves to cook and bake. Contact her here:

Website and blog

LinkedIn

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Jeremy Clopton led the Big Data & Analytics and Digital Forensics practices in one of the top accounting firms in the US. He created the SQ Method, a framework designed to help firms overcome challenges and more successfully leverage technology and move firms forward. He is a faculty member for the Association of Certified Fraud Examiners and believes in data and technology's potential to transform firm practice management, leadership, and culture. Shownotes:

  • How forensic accounting is trying to keep up with fraud with rapid advancement of technology
  • How accounting firms have stepped up in agility, resilience and an advisory mindset in these challenging times
  • Where technology sits on the agenda of board room meetings in professional firms
  • The biggest mistake firm leaders and managing partners make when making the best tech decisions
  • Why a focus on efficiency stops accounting firms being more effective in productivity and performance
  • How automation and technology is going to enhance rather than minimise the value of accounting advisors
  • Whether there is too much expectation of accountants in becoming technologists and geeky in order to serve clients
  • The biggest challenge software and tech companies have in successfully selling their products to accountancy firms
  • What is coming up for accounting firms in the technology world over the next few years and how it will impact services and processes
  • The importance of technology in generating new revenue streams for accounting firms, especially in analytics
  • The outlook for accounting firms who have tech-adverse or change-resistant leadership teams
  • Busting the myth that the older baby boomers are less tech-savvy than the younger millennials
  • The power of the many data points generated by accounting firms and how to leverage it
  • Words of encouragement to accountants who want to elevate technology on the agendas of their firm's senior meetings and strategies
  • Shout out to Data Story by Nancy Duarte and how stories resonate with people and help the numbers come alive.

Jeremy is also passionate about employee engagement and the value brought by each generation in the workforce. An avid reader, he says Patrick Lencioni, Brené Brown, Daniel Pink, and Scott Berkun have influenced his leadership style. Beyond books, he is a fan of TED curated content and cites Shonda Rhimes' TED2016 talk 'My Year Of Saying Yes To Everything' as one of the most influential talks of his career. Outside of work, Jeremy enjoys spending time with his wife, Katie, three innately curious daughters, a lazy golden retriever, and two energetic toy Australian shepherds. He enjoys running, golf, and helping his wife run a non-profit organization. Contact him here:

Website and blog

LinkedIn

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Jeremy Hyman began his career with a top-50 firm of accountants in London, where he chaired the UK200 IT Group, produced the first document management system for accountants, and developed an IT business within the firm. He went on to establish and operate an IT services business before returning to his consulting roots and founding Jeremy Hyman Associates in 2017. He combines a thorough understanding of professional firms, a sound grasp of technical disciplines, and a pragmatic and effective approach to provide IT leadership and guidance to larger firms of accountants. Shownotes:

  • Why external advice and governance helps accounting firms make better tech decisions
  • The reason why covid has shown how much more agile accountants are than they're given credit for
  • The major mistakes accountancy firms have made in the covid pandemic and how complacency has led to the downfall of some
  • Why new entrants to accountancy often struggle with the slow and backward technology in many firms
  • The frustration caused by 'irresponsible' technology and software vendors in accounting firms
  • How the smaller software vendors are more open to shared technology and more collaboration
  • The threats faced by legacy vendors from more open and flexible solutions who supply professional firms
  • The main challenges faced by accounting firms when choosing to invest in certain technologies
  • The single biggest challenge most partners face in driving change in their accounting firm
  • The cost of being fiercely independent in offering advice to accounting firms in the fintech world
  • The adverse impacts accountancy firms suffer if they make mistakes with their big technology projects
  • The dangers of for accounting leaders of making 'monolithic' technology investments for their firm
  • Why even the best technology fails if adoption, training and adoption is poor across the firm
  • 3 killer questions to ask accounting firm tech vendors to ensure you are making a good decision to invest
  • How covid has flattened the world and allowed more international collaboration with tech
  • The biggest challenge accounting firm leaders have with introducing new technology
  • How to differentiate between those people in your accounting firm who 'get' technology and advancement, and those who don't
  • What accounting firms should be spending their money on when it comes to tech investment
  • The key things that the most successful accounting firms are doing that stands them out
  • Why technology is actually NOT the solution for everything and how it diminishes the human element
  • Words of encouragement for accounting professionals and leaders to make good strategic technology decisions in uncertain times.

Contact Jeremy here:

Website and blog

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Grant Leboff is an international speaker and author on sales and marketing strategy. His speciality is the massive changes in how firms sell and market coming from technologies an increasingly competitive world.

He is a regular contributor to many business magazines and newspapers. Amongst others, he has been featured in the Daily Telegraph, The Independent, The Financial Times, The Daily Mirror and The Sun. He has appeared on BBC Radio on numerous occasions as well as being featured on a significant number of US radio networks. Selected shownotes:

  • What exactly is marketing in the context of professional firms like accountants
  • The difference between brand communication and human communication for accounting firms
  • The key factors that elevate tactical to strategic marketing
  • The key distinctions between marketing tangible products and intangible services
  • Why it's never been noiser in your marketplace in today's 'war for attention'
  • What makes differentiating yourself and your accounting firm actually easier these days
  • How the 'smallest viable market' helps you shape marketing strategy for your accounting firm
  • The substantial benefits for an accountant of targeting a niche or specialist market
  • How the market is changing for accountancy services in today's fast-moving world
  • The #1 critical 'word of mouth' change in how referrals are happening for accountants
  • How covid has changed the way business networks and commercial relationships are built for accountants
  • The primary channel accountants should be focusing on to build trust, familiarity and credibility in their chosen markets
  • How the buyer journey and demographic of business owners is changing how accounting firms should market
  • The two things that could happen when a prospect does a Google search for an accounting firm
  • Two practical tips for accountants when it comes to 'selling yourself'
  • The #1 source of great ideas for accountants who want to create compelling content and thought leadership
  • Encouraging words for accountants who feel they are too inexperienced or too busy to do any marketing or business development.

Contact Grant here:

Website

LinkedIn

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Christian Kromme a much in-demand futurist, visionary, TEDx speaker and bestselling author of Humanification - Go Digital, Stay Human. He speaks about the disruptive influence of robotics, autonomous cars, internet of things, artificial intelligence on human behaviour and innovation. Shownotes:

  • What being a futurist means and how it parallels human nature
  • What futurists actually do on a daily basis
  • The story of a unique journey from entrepreneur to futurist
  • What stops many leaders and business owners from thinking far enough ahead to really make a difference
  • How a futurist researches what's coming up to disrupt the accounting profession
  • One of the biggest drivers or motivators of change in any industry
  • What makes accountants as a breed so uncomfortable with change and disruption
  • How technological and organisational predictions can be based on nature and biology
  • Insights into the next big technological AI wave
  • Why the AI wave is having or will have such a disruptive impact for many industries
  • How technology and AI will impact accounting firms and jobs in the accountancy profession
  • What jobs will be left in the accounting industry in coming years
  • What will be the most in-demand skills in the legal and accountancy professions in the future

Beside writing and speaking, Christian holds a position as a board member at the Workforce Institute EMEA, The Human Genome Foundation and other tech startups. Contact him here:

Website and book

LinkedIn

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Sam Allred is a qualified CPA and founder of Upstream Academy. He has been regularly recognized as one of the major influencers in the accounting profession and has been listed as one of Accounting Today’s Top 100 Most Influential People in Accounting and as one of IPA’s Most Recommended Consultants. He is one of the most sought-after speakers in the accounting profession and is viewed as one of their top strategic thinkers. Shownotes:

  • Why the accounting profession is in great shape despite the pandemic
  • The two biggest challenges for accounting firms in these tough times (clue - it's to do with people)
  • The impact of accounting firms realising that they can work remotely
  • The major concern for accounting firms who have a remote workforce
  • The first thing accounting firms must do if they want to maintain a strong culture
  • Why hope is not a strategy for survival, growth and recovery
  • The difference between rockstars and superstars in a professional firm
  • Shout out to Jim Collins and his book Good to Great - get the right people on your team bus
  • What attracting great people to your accounting firm allows you to do
  • What new entrants to accounting need to understand if they want to get excited by their career
  • A major but underestimated benefits of working as an accountant in practice vz industry
  • Why failing to clarify to emerging leaders what it takes to make partner is a sign of poor leadership in accounting firms
  • What high performing professional firms do with their talent and succession that other firms don't
  • The biggest mistake accountants make in carving out a stellar career for themselves
  • How a stellar accounting career is very different to a good career
  • The importance of recognising your strengths and unique abilities to forge a standout career in accountancy
  • The dangers of staying in your comfort zone and what stepping out of it looks like for ambitious accountants
  • The challenge of feedback and why most people don't grow/progress because they won't ask for it
  • What accountants can learn from the Eisenhower Matrix as promoted by Stephen Covey
  • The power of being intentional with your career planning in professional life

Sam and his wife, Marlene, live outside of Park City, Utah. His hobbies include spending time with his family, fly fishing and golf. Sam and Marlene have seven children. Contact him here:

Website and blog

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Mike Crook is the Managing Director of the award-winning marketing agency PracticeWeb which has worked exclusively with accounting firms for more than 20 years. Under his leadership, PracticeWeb has gone from strength to strength, from winning awards for their results focused digital marketing, to entering into powerful partnerships with fintech firms and with the ACCA.

Mike has almost two decades of experience under his belt as a digital marketing and business transformation strategist, with clients including HSBC, Zurich Financial, Peugeot and Triumph Motorcycles. He is an expert in every aspect of digital marketing from brand building to website development, with a particular interest in the power of market research, test driven marketing and data to deliver results. Shownotes:

  • How marketing has changed to become more complex and more data driven over the years
  • The downside for buyers in the B2B space who are hit with so many marketing messages from professional firms
  • What marketing actually means for accounting firms and what good marketing should do
  • What you need to be the best choice for people looking for your services
  • How much professional firms rate marketing and where it lies as a priority for most accountants
  • The biggest excuse accounting firms give for not investing in marketing, and how it doesn't hold up under scrutiny
  • Why accounting firms who claim to grow by referral might be making a big mistake
  • What accounting firms get wrong when it comes to investing in marketing, and where money gets wasted
  • How some marketing agencies and experts sell their services and methods as silver bullets but with one important thing missing
  • The dangers for accounting firms of of starting a marketing campaign or strategy and thinking short term only
  • What accounting firms are missing out on by not investing in digital marketing
  • How inhouse marketers in accounting firms struggle to internally sell the benefits of marketing
  • The steps to turning marketing into tangible targets and activities
  • The advantages of being data driven with digital marketing for accounting firms
  • Why the smart accounting firms invest in marketing earlier rather than later
  • Key considerations for an accounting firm to hire in external marketing resource and expertise to grow
  • How the marketing strategy acts as a roadmap for accounting firms to execute on for growth
  • How everyone in a professional firm can contribute to the marketing efforts

Contact Mike here:

Website and blog

Mike on LinkedIn

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Gale Crosley was selected one of the 10 Most Recommended Consultants in the Inside Public Accounting BEST OF THE BEST for the fourteenth year, and one of the Top 100 Most Influential People in Accounting by Accounting Today for the thirteenth consecutive year. She consults with mid-market accounting firms, assisting managing partners, partners, and marketing directors, to effectively increase their firm’s revenues.

Gale’s 35 plus years of experience features a unique combination as a practicing CPA at Arthur Andersen, PwC, and a local CPA firm. She has also held senior management roles in business development and marketing in the cutting edge technology environment with IBM, MCI and several start-up technology companies. Shownotes:

  • Why the most significant changes in the accounting profession have occurred in the last 5-7 years
  • How growth and technology are connected in the accounting world
  • How the cloud really changed the game for accounting firm growth
  • What is stopping accounting firms from innovating and adopting new technology
  • How the covid world has impacted further the deep changes that were happening in professional firms
  • How accountants and CPAs cope with change compared to the rest of the world
  • How covid has affected the technology firms rely on to grow revenue
  • Why accountants no longer have to be face to face with prospects to win new business
  • Why the networking and referral approach to winning business is outdated
  • The new phase of referral generation for accountants and CPAs in a covid world
  • How a growth consultant transforms an accounting firm
  • The key skills many accountants lack in moving from technicians to consultants and advisors
  • Who the real competition are for accounting firms who want to grow
  • The areas where accounting firms are losing market share and missing out on growth due to external competition
  • The danger signs of complacency with accounting firms behaving like fat cats
  • Shout out to Bill Reeb and Tommye Barie of the Success Institute

Contact Gale here:

Website and blog

Gale on LinkedIn

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Tommye Barie is a recently retired partner of one of the 100 largest full-service accounting and consulting firms in the US. Her thought leadership on culture, strategy and innovation led to Tommye being recognized as one of the 100 most influential people in the accounting profession, as published in Accounting Today.

She is a past Chair of the Board of the American Institute of CPAs and is actively involved in the international accounting profession. She currently represents the United States as a board member of the International Federation of Accountants (IFAC). The IFAC is a global organization supporting the development of and promoting the adoption and implementation of high-quality international standards.

Bill Reeb is a CPA and has been consulting for three decades in the areas of strategy, leadership and change management. He d became a CPA in 1986. An award-winning public speaker, Bill and his partner, Dom Cingoranelli, have co-authored Securing the Future: Building Your Firm’s Succession Plan and Securing the Future: Implementing Your Firm’s Succession Plan.

Bill is past Chair of the Board of the AICPA, is a current and past member of the Board of Directors and Council, and past Commissioner on the National Accreditation Commission. He also serves as an advisory board member to several organizations, including CPAFMA.

Accounting Today has recognized his efforts by listing him as one of the Top 100 Most Influential CPAs. CPA Magazine has named him as one of the Top 100 Most Influential Practitioners, and Inside Public Accounting has listed him as one of the top 10 most recommended CPA firm consultants.

Shownotes:

  • Proof that accountants are actually 'people people' and why accountants are actually NOT unique in what they do
  • The problem of accountability in professional firms and the importance of knowing who your real boss is
  • The biggest shortcoming in professional firms of any size
  • The vital role of competences for people development in accounting firms
  • The problem caused by accounting fee-earners being technically strong or soft skills strong, but not both
  • What will happen to those accountants who are not willing or able to be coached or developed in their firm
  • Why people's goals should be tied to performance in an accounting firm
  • The big reason most accountants don't know how to manage people
  • The 5 core skills that modern day accountants need to be successful
  • What gets 70% of accountants promoted and what makes 80% of them fail
  • The role of culture in developing a coaching, development mentality in accounting firms
  • The one thing that makes you money in your accounting role
  • Why 'not having the time' is a bad excuse for professionals who avoid doing what needs doing in a firm
  • The difference between subjective and objective goals for accounting professionals
  • What leaders in professional firms are really responsible for
  • Exactly what accountability means when leading and managing your people
  • Why self motivation doesn't work in professional firms who want to grow
  • What makes performance evaluations or development reviews fail in professional service firms
  • The biggest challenge accounting firms face in developing their people
  • The two main areas that require investment in the future for accounting firms to succeed
  • Why technology is now a key component of the accounting qualification, at least in the US
  • Why accountants must move from the data and information space to the knowledge and decision space
  • Why the accounting profession is the greatest there is
  • What causes complacency and lack of change in accounting firms

Tommye has always placed importance on leveraging her leadership skills and experiences to influence the lives of young professionals. Throughout her career she has mentored and guided women and men in her own firm and in the many firms she has worked with throughout the United States. Bill enjoys a number of hobbies. He is an avid golfer and skier but spends the majority of his free time as a senior black belt teaching martial arts. Contact them here:

Website and blog

Tommye on LinkedIn

Bill on LinkedIn

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Malcolm Smith has a background in science and marketing which gives him unique insights into how businesses negotiate, transact and develop. Today he employs this considerable expertise through a portfolio of non-executive directorships and owned businesses.

He is a keynote lecturer on Leadership, Project Management, Negotiation, Influencing and Consultative Selling at London Business School, Cass Business School, Oxford University SAID Business School and Cambridge University Judge Business School. Shownotes:

  • How accountancy compares to other sectors in commoditising its offering, and what is driving that move
  • The main reason accountants charge by the hour and why they shouldn't
  • How even the revered doctors and general medical practitioners have become commoditised through availability of knowledge
  • Why accounting compliance has become less valued in the eyes of clients
  • The major downside for accountants of becoming commoditised and undifferentiated
  • How advanced tech like AI can allow you to be profitable as a commodity in accounting
  • The dangers of 'proximity bias' that causes accountants to undervalue their skills
  • Tips for accounting firms to expand their core offerings into advising and consulting services
  • An example of what 'proactive brilliance' looks like for an accountant
  • The best way to find out what your 'value-adds' are as an accounting firm
  • The benefits of asking your clients why they choose you and building your accounting firm's proposition around the answers
  • The three value disciplines in a professional firm that allow you to charge premium fees
  • The biggest cost in running an accounting firm, and why your fees need to reflect that
  • The big mistake poor negotiators make when handling fee conversations with their accounting clients or prospects
  • Why non-F2F negotiation is more difficult than being in the same room as people
  • The biggest issue for accountants when negotiating on video platforms like zoom
  • The importance of the 'opening position' for accountants when negotiating deals and setting fees
  • The dangers of using 'round numbers' when setting and negotiating your accounting or consulting fees
  • Negotiation tips for accounting firms, especially in a virtual, non-F2F world
  • The problem many accountants make in giving away unilateral concessions in negotiations
  • How accounting professionals can get much better and more confident in handling common sales objections
  • Why accountants should always quote money rather than hours for a particular job or service
  • The importance for accountants to never invoice the negotiated amount.

Malcolm was Speaker of the Year for Vistage International in 2007, 2011 and 2015 and has won the Outperformer Award every year since 2004. He scored the last goal ever at Eastville Stadium, Bristol UK) before it became an IKEA store. Contact him here:

Website and blog

LinkedIn

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Geraldine Carter is the founder of She Thinks Big Coaching, where she helps CPAs get out of the accounting rut. She is also the host of the podcast "Smart Strategy for CPAs". Her cashflow forecasting models have resulted in millions of dollars for climate change efforts. Shownotes:

  • How the tsunami of covid has affected the world of accountants and CPAs
  • Why NOW is actually a great time to be an accountant
  • How coachable accountants are as a breed and how receptive they are to change
  • What attracts accountants and CPAs to the accounting profession and why it attracts certain types of people
  • The number one biggest challenge accountants and CPAs are facing right now
  • The 'tall poppy syndrome' - why some accountants and CPAs are reluctant to stand out
  • What makes most accounting firms look and sound the same, and have the same kind of websites claiming the same things
  • Does complacency (having a recurring fee business model) play a part in accountants being reluctant to change?
  • The main trap that accountants and CPAs get into that causes inertia and lack of growth
  • The problems that arise when accountants and CPAs don't think like business owners with their clients
  • The definition of a framework and why they are so important for accountants to best serve their clients
  • The mistake accountants and CPAs make by giving away so much expertise
  • Why a lack of process and framework for accountants and CPAs stops them from properly adding value to clients
  • How accountants and CPAs can enhance the value they offer clients by a factor of 5 to 10
  • What getting your life back from working way to many hours looks like for accountants and CPAs
  • How a framework helps accountants and CPAs position advisory services beyond low margin compliance work
  • The main thing clients want from accountants and CPAs that most professionals get wrong
  • The risks larger accounting firms are facing in not empowering younger talent to be more entrepreneurial
  • The restraints that stifle the growth of professional firms
  • Advice for leaders in accounting firms to better develop and keep their entrepreneurial talent
  • Shout out to Rob Brown's TEDx talk on YouTube 'The Personal Brand of You'
  • The danger for accountants and CPAs of competitors being able to copy or claim the same things they do
  • What accountants and CPAs need to do to stand out as experts in their chosen verticals, niches or sectors
  • How accountants and CPAs can identify their best verticals, niches or specialist areas to work in

In her free time, Geraldine can be found mountain biking forested trails or running after her two small children in her hometown of Missoula, Montana USA. Contact her here:

Website and blog

LinkedIn

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Barbara Koenen is the author of the book Beyond Billable Hours and Global Head of Business Development and Marketing at Ince, a legal and professional services provider with more than 900 employees globally. She is based in Dubai and has 10 years of business development and marketing experience in the professional services industry.

She writes regular blog posts on her website www.beyondbillablehours.com and is very passionate about helping fee earners in professional services firms to thrive as she knows how hard it is to focus on things beyond billable hours. Shownotes:

  • The difference between marketing, sales and business development for accounting professionals
  • Why sales and selling are such difficult words for professionals like accountants and lawyers
  • The #1 reason professional service firms should build the selling skills and culture of their people
  • The problem for professionals who can bill fees but not generate new revenues in a professional firm
  • An explanation for why accountants and lawyers don't think like business people
  • Thoughts on how coachable professionals like accountants, CPAs and lawyers are 'as a breed'
  • Why almost everyone in professional services should be 'hands on' with business development
  • The need for a business development plan or strategy and why not every tactic will succeed to bring in new work
  • How a different approach to winning business is required by different professionals depending on a number of factors
  • A great example of why some accountants and professionals should not go to networking events to win business
  • Sound advice for young accountants and lawyers who want to make partner in a professional firm
  • The importance of setting goals to grow your professional firm, either corporately or as an individual accountant
  • What to do as a career ambitious accountant if your personal goals do not align with your firm's goals
  • Why starting early in your accounting or professional career with business development is much better than waiting
  • The relevance of writing out a business development or work winning plan and why 'in your head' is not good enough
  • Great questions accountants should ask themselves in devising a business development strategy
  • The key reasons why professionals are technically good but struggle to sell and promote themselves as individuals
  • What developing a reputation in your business community or market looks like for an accountant looking to be successful
  • Where the inspiration for the book 'Beyond Billable Hours' came from
  • How so much money is wasted in accounting firms on the wrong kind of professional and business development activities
  • How the covid pandemic has changed the way accountants and other professionals win new business
  • Where the 'low hanging fruit' really is for accountants and CPAs who want to develop new business opportunities

Barbara is a mother of 20-month old Olivier, born on Christmas Day, and she is expecting another boy around Christmas. She is a keen golfer, sailor and skier and she loves to cook and bake. Contact her here:

Website and blog

LinkedIn

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Tim Williams roams the globe in search of “next practices” in the world of professional services. As the founder of Ignition Consulting Group, he teaches leaders of professional services firms the principles and practices of effective positioning and pricing strategy. His assignments have taken him literally around the world, where he has worked with advertising agencies, law firms, accounting firms and business associations on every continent.

Tim is author of two books, the latest of which is “Positioning for Professionals: How Professional Service Firms Can Differentiate Their Way to Success.” He is serves as one of LinkedIn’s global influencers, where several hundred thousand followers regularly read his articles on positioning and pricing strategy. Shownotes:

  • Why law firms are to blame for the billable hour and charge out time sheets
  • Why getting pricing right is so critical for profitability in accounting firms
  • The four factors that improve margins in an accounting firm
  • The biggest reason professionals like accountants struggle with pricing
  • Why most professional firms don't actually have a revenue model but a cost structure, which is not the same
  • The ideal revenue model that represents the future of pricing for accounting firms
  • The difference between creativity in accounting and creativity in pricing accountancy services
  • Why the billable hour is a sub-optimal way of pricing for accountants
  • Why costing is a science but pricing is an art
  • The different pricing options available to accountants and the merits of each
  • The major problem with the term 'value pricing'
  • Evidence that the world is shifting towards a subscription economy
  • The main reason why an accountant should always offer a client options
  • How accountants have ceded power to buyers over the years by educating them wrongly on pricing
  • One of the worst things accounting firms do when it comes to pricing
  • Are you selling activities, efforts and inputs or outcomes, results and outputs?
  • What it means for your accounting firm if your prospects or clients are shopping or choosing you on price
  • An excellent metric to decide whether your accounting firm is pricing correctly
  • How accountants can change the dialogue around pricing with existing clients
  • Tips for pricing outcomes or results that are out of your control or influence
  • How your positioning in the marketplace affects your ability to price optimally
  • Shout out to pricing experts Ron Baker and Mark Wickersham
  • What accountants must consider to avoid becoming trapped on the 'hourly rate treadmill'

Although Tim started his career on New York’s Madison Avenue, today he finds it much more rewarding living in the Rocky Mountains, where he spends his spare time in Utah’s red rock country hiking with his wife and two Airedales. Contact Tim here:

Website and blog

LinkedIn

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Ty Hendrickson is a CPA, sales expert, and co-founder of The Sales Seed where she helps accounting firms grow through the integration of sales principles. She worked as an accountant at firms ranging from small to large prior to moving into the accounting technology sector successfully building sales training programs for both Wolters Kluwer and Bloomberg BNA achieving record sales successes. Shownotes:

  • Why accountants struggle with salling and what it takes to become more comfortable with the word 'sales'
  • A simple question to challenge accountants with who feel that selling should not be part of their job
  • Why firms with marketing and business development resource should still expect their people to win work
  • The reasons why accountants and other technically smart professionals can be good at selling
  • The key differences between marketing, business development and sales for accountants
  • Why marketing people in a professional firm should actually not be selling
  • Who is the best person in an accounting firm to actually be doing the selling and closing
  • Questions an accountant should ask themselves to develop a work winning or business development strategy
  • How to strike a balance between finding business for yourself and for others in your accounting firm
  • What dictates how coachable and willing to learn an accountant or CPA can be around winning new business
  • The importance of sales frameworks to help accountants be more confident and effective in selling
  • Why working in specialty areas, sectors or niches actually makes new clients easier to find
  • A 5 step sales process that will help accountants, CPAs and service professionals win business
  • The real difficulty accountants have in identifying a niche or target client to go after
  • How the business development and networking game has changed how professionals win business
  • The big problem with LinkedIn and what accountants should actually doing on there
  • Warmer ways for accountants to reach prospects than cold calling
  • Top tips to get prospects to switch from their current accounting advisors to you and your firm
  • Why compliance is still necessary for accountants but advisory services are much easier and more profitable to sell
  • The importance of the right culture in a professional firm to give people the support they need to sell
  • Why poor culture is a big reason professional firms are struggling with recruitment and retention
  • How leaders in accounting firms can identify and support more junior people who want to do business development
  • Why just trying to grow more revenues from an existing client roster or portfolio is not the best way to grow
  • Why your value is not the products and services you deliver
  • The factors that should help an accountant define their ideal client

Ty is a contributing expert in the accounting industry and has spoken at conferences and events hosted by Accounting & Financial Women’s Association, Association for Accounting Marketers, Alliott Group, CPAmerica, CCH User Conference and more. You can find her articles and insights featured in CPA Trendlines and the AFWA blog. Ty is based in Lexington, KY where she lives with her CPA husband and her two red-headed sons. Contact Ty here:

https://www.linkedin.com/in/tyhendrickson/

If you want to kick-start your business development activities, download our free guide on how to add 100 new prospects in just 1 month here: https://thesalesseed.com/100-prospects-1-month

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Paul Dunn holds a Lifetime Service Award to the Accounting Profession in the UK and he’s been honoured as a Social Innovation Fellow in Singapore. He first rocked the Profession through the radical Accountants’ Boot Camp where over 17,000 Accountants found new ways to work with clients. He’s in Forbes Magazine with Sir Richard Branson as a ‘disrupter’ in business and his ‘Firm of the Future’ book, (with Ron Baker) is known as a breakthrough tool for professional firms. AccountingWeb honoured Paul with their Inaugural ‘Outstanding Contribution to the Profession Award. Shownotes:

  • How the globally successful Accountants Bootcamp was born in 1992 and what has changed since
  • Why it took a pandemic like covid to show the true value accountants can provide for their clients
  • The one thing that makes many accountants struggle to be trusted advisors
  • The most important thing accountants should be 'doubling down on' in these turbulent times
  • How accountants need to recognise the shift from value to values that the pandemic has caused
  • How income follows impact and profit follows purpose
  • The primary thing good accountants should be doing for their clients instead of merely reporting history
  • How effective the movement started by Ron Baker and others has been in moving accountants away from the billable hour
  • What makes leadership so critical in uncertain times
  • The three types of leaders who have emerged in all businesses, not just accounting firms
  • What it takes to lead a fulfilling life and make a difference in the world
  • Shout out to Steve Pipe, another accounting legend and dedicated servant to the profession
  • Why there are no silver bullets any more with accounting software
  • How alarmingly little entrepreneurs know about the numbers in a business, which is why they need accountants.

Paul is the co-founder of Accountants for Good and the revolutionary B1G1, enabling businesses to connect in new ways creating over 209 Million giving impacts globally. He is based in Singapore and makes a point of running 5K every day. Contact Paul here:

Website and blog

LinkedIn

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Lee Frederiksen is an award-winning marketer, Visible Expert®, and business strategist who helped pioneer the field of research-driven marketing. As the Managing Partner of Hinge, a marketing firm for the professional services industry, he draws on his Ph.D. in behavioral psychology and his CEO experience to help clients achieve high growth and profitability. Lee’s research on marketing and business growth has made him a recognized industry name, along with the numerous books he authored on the same topics. He been quoted in a number of mainstream publications, and he regularly speaks at major industry events around the country. Shownotes:

  • Why employer branding is a critical topic for accounting firm leaders to understand
  • The three things you need to build a successful professional services firm
  • The biggest growth challenge for many accounting firms
  • Why the accounting profession has the lowest number of actively looking job-seekers in the whole professional services sector
  • What exactly job seekers are looking for in new roles depends on where they are in their career
  • The importance of being able to work remotely for talent looking for accounting roles
  • Why accounting firms who have not responded well to covid will suffer most in losing top talent
  • The number one factor in creating a really strong employer brand for your accounting firm
  • The futility of your accounting firm having more than 3 core values
  • The number one thing job seekers who are actively looking for a new position actually want
  • The prime times or triggers that make people restless in wanting to leave an accounting firm or role
  • Explaining the trend of people thinking of their career as a series of gigs vz jobs
  • Why loyalty to an accounting firm increases once a critical time has passed
  • The disruptive role of mergers and acquisitions in disruption of workforce stability
  • Why making people stay with 'golden handcuffs' can cause resentment and lowered productivity in accounting firm staff
  • The two stages in developing a compelling 'employer brand' in an accounting firm
  • A strong accounting firm brand in the market place may attract talent to you, but there's one vital thing it won't do
  • The differences in professional services sectors when it comes to how they attract and retain top talent
  • The important of time horizons for restless employees - vital to know for retaining your best people
  • Why it's inevitable in tough times that accounting firms will lose peopl
  • How the business model of 'needing a local and regional presence' has changed for accounting firms
  • What accounting firms can do to attract employees that are not actively looking to move
  • Questions accounting firm leaders should be asking in shaping a strong employer brand
  • Two top tips for accountants who want more career capital and greater promotability

When he’s not traveling to speaking engagements or working at the Hinge headquarters, you’ll find Lee pursuing his interest in hot rods or watching movies with his wife, Candace. You can reach her here...

Lee on LinkedIn

Lee on Twitter

Check out his website here

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Tim Williams roams the globe in search of “next practices” in the world of professional services. As the founder of Ignition Consulting Group, he teaches leaders of professional services firms the principles and practices of effective positioning and pricing strategy. His assignments have taken him literally around the world, where he has worked with advertising agencies, law firms, accounting firms and business associations on every continent.

Tim is author of two books, the latest of which is “Positioning for Professionals: How Professional Service Firms Can Differentiate Their Way to Success.” He is serves as one of LinkedIn’s global influencers, where several hundred thousand followers regularly read his articles on positioning and pricing strategy. Shownotes:

  • Why accountants and other professionals struggle with the terms 'selling' and 'marketing'
  • What all professional service firms have in common when it comes to positioning
  • Why accounting leaders should think of their own brand like their do a client
  • The reason why good marketing makes selling easy in accounting firms
  • What happens to a professional firm if they don't get their market positioning right
  • The fallacy in accounting firm positioning to being everything to everyone
  • Why it's so difficult for humans and professional firms not to copy others
  • Differentiation - easy or not for accounting firms to truly achieve this?
  • An example of Michelangelo to illustrate how accounting firms should view positioning
  • How most accounting leaders get their positioning strategy all wrong
  • The importance of being 'best in class' for a premium positioning in the marketplace
  • Why 'full service' and 'wide range of experience' are such meaningless phrases for accounting firms
  • The top motivator in why one accounting firm gets selected or hired over another
  • What proactive accounting firms do over those who just claim to be proactive
  • Why professional firms are in both the magic business and the logic business
  • The meaning of 'disintermediation' of professional firms
  • How specialising and narrowing your accounting firm's focus takes courage
  • Why introducing more products and services can actually damage an accounting firm's market position
  • The two things that accountants are really selling if they want premium positioning
  • Why billing by the hour imposes a ceiling on profits for accounting firms
  • Why consulting and advising is so rewarding for service professionals like accountants and consultants
  • Shout out to Ron Baker as the 'best in class' expert on the topic of pricing and killing the billable hour
  • Advice on saying 'no' which is the cornerstone of premium market positioning for accountants

Although Tim started his career on New York’s Madison Avenue, today he finds it much more rewarding living in the Rocky Mountains, where he spends his spare time in Utah’s red rock country hiking with his wife and two Airedales. Contact Tim here:

Website and blog

LinkedIn

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MC Carter is the CEO of digital marketing agency, Practice Paradox. Dubbed “the father of modern marketing for accountants”, MC is the pioneer, globally, in advising accountants about modern marketing including blogging and social media. Since founding Practice Paradox in 2009, MC has guided the growth strategies of hundreds of now very successful accounting firms, globally. Shownotes:

  • Despite downward pressure on compliance, still not many accounting firms want to do the non-compliance advisory services
  • It's counter-intuitive, but accounting should revolve more around people than numbers
  • The big problem for the accountants who say they're proactive but are really not
  • FFAM - the secret weapon for accountants who want more advisory business
  • A very practical definition for advisory that should help accountants sell it better
  • Why compliance will never be dead, and how the compliance vz advisory debate is not helpful for accountants
  • The reason why accountants struggle so much with marketing
  • How accountants can overcome their aversion to sales and marketing
  • Beware the 'pony-tail' marketers and silver bullet vendors who sell the wrong things to accountants
  • What makes marketing such a challenge in any business
  • Calling out software, tech and marketing vendors who don't always have the accountant's best interests
  • The biggest mistakes accountants and accounting firms make with their marketing
  • The 3 traits of accountants and accounting firms who really get marketing right
  • The problem with most of the content that accounting firms put out
  • Getting into the mind of a small business client - why it's like being a parent
  • What progressive accounting firms do that most others don't when it comes to marketing and growth
  • How marketing has changed over the years, particularly with the era of digital
  • The dangers of 'interruption marketing' that many accounting firms rely on
  • The critical feature of 'inbound' marketing methods that attract leads to your accounting firm
  • The key challenge for most accounting firms in resourcing their marketing efforts
  • The myth of the 'full-stack marketer' who is good at every marketing specialties
  • What accounting firms should NOT do first when wanting to push marketing and generate leads
  • Why most accounting firms fail to give a strong brief to their marketing function or advisors
  • The three essential things required to bring about lasting change in any area of your life
  • Google 'the professionalism paradox' and find out why boring branding hurts accountants
  • Why accountants are the true trusted advisor for businesses in these troubled times

When not working, MC plays cricket and lives a barefoot beach lifestyle with wife Isabella, teenage son Ned, daughter Milly and dog Jimmy in Queensland, Australia. Contact MC here:

Website and blog

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Vanessa Ugatti is the author of ‘True Worth’. She helps financial and legal professionals to create a solid foundation to take charge and get paid what they are worth confidently, while creating a healthier work-life balance. Shownotes:

  • Why professional people sometimes struggle with being coached and taking on new ways of thinking
  • Why professional development for accountants is a lifelong process that never really stops
  • The downsides for accountants of not charging what they are worth
  • What might lead an accountant to be resentful of their clients
  • The need for a balance between low and high charge-out rates for accounting professionals
  • The dangers of getting promoted in causing problems with what you charge
  • What leads some accountants to under-servicing or over-charging clients
  • Why accounting firms are reluctant to get rid of those poor 'category D' clients
  • The danger for accountants of underestimating fixed fee work
  • What a garage servicing cars can teach accountants about scope creep
  • The proper definition of self-worth when it comes to pricing and accountants
  • How a lack of self worth is similar to imposter syndrome which affects many professionals
  • How to strike a balance between value pricing and time sheets
  • The biggest problems accountants have when it comes to charging fees
  • What leads accountants to underestimating their worth and undervalue themselves
  • The one thing that keeps accountants stuck in old behaviors and ways of thinking

When she’s not working, Vanessa is a great believer in practising what she preaches so incorporates daily meditation and exercise into her schedule. In normal times, live music, restaurants and travel are also important ways for her to enjoy life. You can reach her here...

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Liston Witherill is the founder and creator of Serve Don't Sell where he helps professional services firms build the confidence and systems they need to win the business they know they should. He’s also host of the Modern Sales podcast, a podcast that’ll help you sell more by understanding how people buy. Liston has spent his career in professional services and consulting, with a focus on marketing and selling services. Prior to running his own company, he was the Director of Business Development and Marketing at a consulting firm that grew from $8M to $12M in three years. Shownotes:

  • The critical difference between marketing, business development and selling when it comes to professional services
  • The profile of a classic rainmaker in a professional firm, and why it's hard to teach people to do it
  • What accountants need most of all if they want to build a referral based business
  • The fantasy of having a sales or business development person in your accounting firm that can win lots of work on their own
  • Why sales and selling is not comfortable for smart technical professionals like accountants
  • Why very few partners in accounting firms have had any kind of formal training in sales and business development
  • Why the natural sales people and top work winners in an accounting firm are often very poor coaches and mentors
  • Why continued growth and business development succession is so difficult in many accounting firms
  • The key differences in selling products and services for an accounting professional
  • The two critical factors for accountants who want to sell more 'intangible' services like advisory
  • Why fixed pricing beats the billable hour in accounting services
  • The art of turning accounting services into products for better pricing and better profitability
  • The two things accountants need to be if they want to be better at sales and win more business
  • The criteria required to justify bringing in external professionals to help an accounting firm win more work
  • The dilemma for accountants in devoting time to fee-earning and to building a portfolio of new business.

When he’s not working, Liston makes beats, exercises, and is an avid reader of business, economics, and history books. He lives in Portland, Oregon with his wife, dog, and cat. You might be surprised to know that Liston has recorded a nationally televised rap song, and can still dunk a basketball despite his aging knees. You can reach him here...

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Andy Salkeld is a former accountant (Big 4), corporate financier and business intelligence specialist who seemed to have it all. But Andy lives with depression and has been suicidal. Now an investor co-owner of a small business, he speaks and writes openly about mental health and depression in professional life. Shownotes:

  • How we often introduce ourselves as what we do, not who we are, which doesn't always create honest conversations
  • How the perceived stigma of mental health affects professionals like accountants
  • The competitive 'Darwinian' nature of professions that involve the mind - the survival of the fittest
  • The huge pressures accountants are under in building their career, and why any sign of weakness can be detrimental
  • How good or not accountants are at handling change, disruption and pressure
  • Much of a professional's self worth, identity and acceptance is wrapped up in what they can do, not who they are
  • How accountancy is like football in being a performance business with massive pressure to get results
  • How accounting firm leaders and cultures are rarely equipped to deal with admissions of mental health and stress
  • In a data driven industry, it's hard to make decisions about complex emotions inherent in mental health
  • How a greater acceptance of mental health and liberation of views has led to a better understanding of the impacts
  • In accounting firms, people (and leaders) do genuinely care but don't always know how to help with mental health
  • The importance of sharing your struggles and vulnerabilities in work situations, especially if you're in a leadership role
  • Nobody has all the answers, especially in times of great disruption and uncertainty
  • One example of the chain of events that might lead someone to take their own life
  • The song lyric that turned a suicidal depressive's life around to now helping other professionals deal with mental health
  • The role of therapists and counsellors in helping you articulate complex emotions and situation

When not working, Andy loves playing board games, listening to ska and pop-punk music and cooking. He lives with his cat Pika – named after a Pokémon – in Leeds, UK. Recently he has been teaching himself music from no prior knowledge using only a GameBoy. You can reach him here...

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Damien Greathead has more than a decade of experience in cloud accounting, change management and marketing, specifically working with accountants and bookkeepers. Until recently, Damien led Receipt Bank global thought leadership program and customer marketing. He is now Head of Marketing at Practice Ignition. Earlier in his career, he was the Director at the consulting group 2020 Group USA which was acquired by Panalitix in 2016. Today he helps accountants and bookkeepers across the world drop the data entry and do more of what they love. Shownotes:

  • Shout out to 'powerhouses in the accounting profession' Ric Payne, Ron Baker, Chris Fredericksen and Paul Dunn
  • How the 20-20 accounting firm membership group was set up
  • Why the accounting profession is a phenomenal place to be right now
  • How accountants cope with change as a group
  • The power of momentum for accountants in dealing with change and disruption
  • Big up to Chad Davis about what makes the good accountants great
  • The power of the 'action after review' that leads to constant improvement in accounting firms
  • The rise of the smaller more nimble virtual accounting firms who recruit globally and are comfortable in a 'remote' world
  • An example of a virtual accounting firm that has clients globally with no premises and now employees 60+ people
  • Why making good money is actually one of the biggest challenges for accounting firms who want to grow
  • Accounting leaders - how do you balance what you need from your firm right now vz what you want it to produce in the future?
  • Fast growing accounting firms go one vital step further than just adopting new technology
  • Why bookkeeping as a monthly process is simply not efficient these days
  • New technology integrated into old ways of doing things has adverse effects on workflow and KPIs in accounting firms
  • Value pricing vz fixed pricing considerations for accountants
  • Why compliance is definitely not dead and why it's actually the perfect 'foot in the door' for accountants
  • Why it's up to the individual accounting firm to define what advisory services mean to them and then their clients
  • Best practice tips to deliver more successful advisory services in your accounting firm
  • What the good accountancy firms are doing well with differentiating and marketing themselves
  • What actually makes accountants phenomenal sales people if they reframe what selling actually means
  • Why accountants are great at sales but shocking at marketing
  • How accountants can more easily create engaging content which will will them more business and new clients
  • Shout out to great marketing from Andrew Wall, Carla Caldwell and Ryan Lazanis
  • The importance of small changes that build big momentum
  • What's coming up in the accounting profession over the next few years
  • Inspirational lessons learned from doing ironman triathlons, the New york marathon and swimming from Alcatraz

When he’s not working, Damien has Escaped from Alcatraz several times and has a few ironman triathlons under his belt. You can reach him here...

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Mark Allen has built and developed and sold several multi million pound businesses. He is currently the Chairman of the TAG Accountants Community which provides complex tax advice, financial services, business growth consultancy, corporate finance, insolvency and legal advice through specialist teams to over 100 UK accountancy firms.

Mark and his partners are the advisors to the advisors. He was the youngest ever Chair of the CIMA Members in Practice Panel and currently sits on the Regional Advisory Panel of the CIMA UK Board. Shownotes:

  • How much accounting has changed over the years from someone who has been in the game a long time
  • How the threat of AI and technology will force accountants to do more of what they should have been doing all along - advisory
  • How the accountant of 30-40 years ago is a very different animal to today, even though the qualifications are almost identical
  • The critical areas where accountants need support, potentially from outside their firm
  • Why sales and marketing is very difficult for most accountants
  • What separates the good accounting firms from the great ones
  • The one thing an accountant must do if they want to legitimately offer advisory services
  • Best practice tips for moving from compliance to advisory services
  • The kind of antiquated thinking in accounting firm leadership that holds practices back
  • Why lots of accountants are doing business advisory that they are not getting paid for
  • Where leaders of accounting firms fall short in serving their people
  • The role of 'fun' in attracting and retaining good people in accounting firms
  • The bad doctrine or wrong thinking that needs to be killed in the world of accounting
  • How well served accountants are by their professional bodies, associations and institutes
  • What good training and development looks like in the most successful accounting firms
  • The benefits to accounting firms of outsourcing low value work
  • Tips on succession planning, particularly for the larger accounting firms
  • What's coming up in the world of accounting and finance in the next few yearsm

Mark's leisure time is split between family, charity work and avidly following sports and in particular his beloved Wolverhampton Wanderers. You can reach him here...

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Lee Frederiksen is an award-winning marketer, Visible Expert®, and business strategist who helped pioneer the field of research-driven marketing.

As the Managing Partner of Hinge, a marketing firm for the professional services industry, he draws on his Ph.D. in behavioral psychology and his CEO experience to help clients achieve high growth and profitability.

Lee’s research on marketing and business growth has made him a recognized industry name, along with the numerous books he authored on the same topics. He been quoted in a number of mainstream publications, and he regularly speaks at major industry events around the country.

Shownotes:

  • Why marketing is a blend of research and art, particularly in the complicated market of professional services
  • How accounting is different to other professional services sectors
  • Why accountancy is one of the slowest growing professional service sectors
  • The impact of accounting compliance work being pushed down in value and relevance
  • Where the threats to the accountant's 'trusted advisor' status will come from
  • A warning for what will happen to the accountancy profession if it does not change or adapt to what is happening
  • The two distinct models of accounting firms currently in existence, and why one is becoming extinct
  • How many accounting firms are being found wanting in today's fast moving and disruptive world
  • Where most accounting firms get their leads from, and what the high growth firms source leads differently
  • Why accounting firms are lagging in growth behind other professional firms
  • The one thing professional firms are doing that are showing dynamic growth
  • The one critical factor accounting firms must offer to give value to their clients
  • Accountants know much less about their audience than they think - learn the two reasons why this is
  • What the good accounting firms have done in responding to the global pandemic
  • Where many accounting firms have fallen short in serving their clients during Covid-19
  • The dangers for accounting firms relying on traditional and not digital marketing
  • How to properly price your accounting services around value by understanding the client journey
  • Three ways you can persuade someone to change their behaviour or opinion
  • FACT: the fastest growing accounting firms put a higher value on investment in training and education
  • What a marketing or business development strategy starts with
  • Why marketing budgets should not be allocated to individual partners in accounting firms
  • The link between high growth accounting firms and profitability
  • What 'going digital' with your marketing really looks like for a growing accounting firm

When he’s not travelling to speaking engagements or working at the Hinge headquarters, you’ll find Lee pursuing his interest in hot rods or watching movies with his wife, Candace. You can reach him here...

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Andrew Codd is a bestselling author, speaker, coach, trainer and podcaster. He regularly contributes finance thought-leadership via the top-rated Strength in the Numbers Show (#SITN). He is listened to in 150+ countries worldwide, and helps create more influential finance professionals who solve meaningful problems for their organisations. He has over 20 years’ experience in leading and effectively developing Global Finance and Sales talent at recognizable brands like Pepsi, Three, Virgin and Dell in a variety of countries across different continents. Shownotes:

  • How the podcast #SITN Strength in the Numbers started
  • Why accounting and finance is in a good place for opportunity, but not in execution
  • How data gives huge power and opportunity which is not always realised either in practice or industry
  • Why accounting and finance professionals are not as influential and relevant as they could be
  • The huge opportunities around working capital for finance professionals
  • How insights that deliver huge value mean nothing without the influence to communicate them
  • A unique definition of value which will help you deliver impact in your accounting or finance role
  • How coachable accounting and finance people are as a breed
  • What accounting and finance professionals must do to remain relevant and impactful in their role
  • Why providing value as a finance or accounting professional is just the start of making a difference
  • The power of stories to engage audiences with data and insights
  • How to use a 'trust account' for greater credibility and influence
  • What makes an accounting or finance professional 'promotable'
  • The importance of sponsorship for career progression in finance and accounting roles
  • Why there is no such a thing as a self-made millionaire or successful entrepreneur

Currently Andrew is a senior member of Dell’s Aftersales Finance Operations, which is responsible for partnering with Sales teams across the world to optimise the return from its $5bn global support services portfolio. He is also President of AVF Worldwide which delivers customised end-to-end managed learning solutions and analytics software that helps Finance & Sales teams drive measurable top- and bottom-line improvements at mid-sized recurring revenue businesses who don’t have the scale of finance teams at larger enterprises.

When he's not working, Andrew can be found enjoying the treasures of the Wild Atlantic Way with his young family in the southwest of Ireland. He enjoys reading, hiking and is a huge Munster rugby fan.

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Ilya Radzinsky is a co-founder of TaxDome, a tech company born out of deep understanding of tax and accounting business needs. About 8 years ago, he and his brother built a custom software system for a tax practice, which grew 10 to 70+ staff. Out of this they launched TaxDome in March 2017. TaxDome is the most intuitive, all-in-one cloud-based solution for tax practice management. Shownotes:

  • What a pioneer remote accounting firm looks like
  • Why the fastest growing and largest accounting firms are all investing in technology
  • What smaller accounting firms need to be able to compete with larger firms who can invest more in technology
  • Why change is scary for accounting firms and is often met with resistance
  • Tips to lessen friction points when taking on new technology in your accounting firm and ensure maximum integration
  • How software and app overload stop most accountants from doing what they do best
  • The downsides for accountants of using different software systems for staff and clients
  • The problem with email as a channel to swap confidential information with accounting clients
  • Factors an accounting firm should consider with their choice or practice management software
  • Fact: the accounting firms AND the businesses they serve grow fastest when they invest in technology
  • The biggest challenges accounting firms face if they want to grow
  • Critical tips for making your accounting business more sellable and more valuable
  • Why accounting firms should never compete on price
  • Discover the only thing that stays constant in the business world
  • Why the older people are massively underestimated in terms of their contribution to and understanding of business
  • The magic approach that will more quickly drive change in your accounting firm

When he's not working, Ilya enjoys getting friends together. He's hosted 7 friendsgivings - just like Thanksgiving except with groups of friends instead of just family. He loves skiing and goes on 6 annual ski trips with large groups.

Contact Ilya:

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LinkedIn

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Ron Saharyan is an expert in sales processes/systems, hiring, scaling, and operations. He started Profit First Professionals in 2014 with Mike Michalowicz. He has since certified and taught Profit First to hundreds of accounting, bookkeeping and coaching firms globally.

Whether a newer business or a 100-year-old firm, Ron has taught firm owners how to properly experience, practice, implement, monetize and share Profit First with their customers. He is an expert in value pricing and has created the Profit First Value Pricing Curriculum. Shownotes:

  • The Profit First methodology that came out of the 'envelope budget' approach
  • A behavioral cash flow system that goes against how businesses have been taught for years
  • Two reasons why profit is so important in a business
  • Why accountants and bookkeepers are in a very strong position right now
  • Two mistakes accounting firms make which stop them from growing
  • How accounting firm business models are changing and what's driving that change
  • Why most accounting firms growing on compliance are an algorithm away from being obselete
  • The reasons why accountants are good at learning but struggle with changing and being coachable
  • Breaking down the Profit First methodology of sales-profit=expenses
  • The difference between real revenue and top line revenue in running a business
  • What's wrong with the traditional sales-expenses=profit formula
  • The biggest challenge accountants have with cash flow management
  • The vital role of empathy in changing behaviors of accountants and business owners
  • What stops accountants and bookkeepers from being more 'relatable' to their clients
  • Why it's hard for clients to switch accountants and how to unseat the incumbent firm
  • The one question accountants can ask to be much more empathetic
  • How accountants can protect their time more and avoid 'over-servicing' their clients
  • The one thing accountants must protect to grow and scale their business
  • Practical examples of 3 tier pricing for accountants and bookkeepers
  • What it actually means to scale a business on a commercial and a personal level
  • The rule of '3 and 10' when hiring and growing and how business owners get it wrong
  • What being proactive actually looks like for accountants and bookkeepers
  • The critical questions clients ask themselves in deciding whether to switch from one accountant to another
  • Why change is good and why optimism is the only mindset of any value
  • The profit management blueprint and why accountants who want to add value to clients need to embrace it
  • What will happen to the accountants who can't or won't change

Contact Ron:

Profit First website

Rob on LinkedIn

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Daniel Teacher is the Managing Director at T-Tech and oversees sales within the business. He is also hands-on with T-Tech’s clients, a large number being the top 200 UK accountancy firms. Prior to T-Tech, Daniel worked at Deloitte as a Management Consultant for 4 years, on global transformational projects for some of the world’s largest banks. Shownotes:

  • How accounting firms differ in their approach to technology from other sectors
  • Why there are literally NO large accounting firms who are good with technology
  • The three types of accounting firms when it comes to technology
  • The single biggest reason accountancy firms have poor technology capability
  • Why clients have such low expectations of their accountants and the disastrous effects of that
  • What stops accountants from adapting better to technology in driving performance and profitability
  • The three aspects of keeping up to date with technology that accounting firms encounter
  • 'Born in the cloud' accounting firms usually tend to have less than 20 people
  • Technology advancement in accounting firms is vital for better client service
  • What accounting firms should do to avoid requiring so many different tech and software solutions
  • The cost of new accounting software is actually only a small consideration in bringing it into your firm
  • The biggest frustration in handling the Tech of a large accounting firm
  • Accountants are strong business advisors but often not good at running a business themselves
  • The key focus for accounting firms in coming years when it comes to technology
  • The best way to deliver technology change to accountants
  • The best ways to attract to talent to your accounting firm
  • Accountants note - the staggeringly high % of a client tax return that is not added value
  • Best advice for accountants who want to drive technological change through their firm
  • The biggest reason IT projects fail in accounting practices

Daniel is a patron of Norwood, one of the largest charities in London, and is a cycling enthusiast. He has participated in multiple charity bike rides in different locations around the world. He enjoys family holidays and has completed over 30 sky dive jumps!

Contact Dan:

Dan's website

Dan on LinkedIn

Dan on Twitter

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James Molfetas is a chartered accountant who left the accounting profession in 2011 to concentrate on internet marketing. Today he coaches accountants how to get a minimum of 2 new clients every month by using his proprietary “Regular Accounting Client Blueprint”. James is the CEO and Founder of the training sand sales funnel implementation company, Regular Clients.

James in an international number one best-selling author of marketing books helping accountants to get more clients and sell more products and services by leveraging the internet. In his 30-year financial career, he was a financial director in both private and listed companies as well as a partner in a small 3-partner audit practice. Shownotes:

  • "If your accounting firm is not on the internet, you'll be out of business"
  • How the internet has changed the game for how accountants and accounting firms market themselves
  • The first thing a buyer or prospect will do if they want a new accountant or advisor
  • The trap of compliance - it might be where the money is for many accountants, but it's actually just a commodity
  • How digital disruption has hit the accounting profession harder than any most others
  • The important things accountants must do in today's competitive marketplace
  • How the cloud has given accountants a new lease of life, even though it presents an even bigger problem for them
  • Why it's actually easier for an accountant or accounting firm to differentiate themselves than ever before
  • The vastly different attitudes to the internet with older and younger accountants
  • How bookkeepers are taking over what more qualified accountants used to do, with drastic consequences for accounting firms who do not evolve
  • The increasing trend of accounting firms putting their prices on their website
  • The number one reason accountants must move into the cloud and prioritise advisory
  • True or false - some accountants don't even talk to clients face to face any more?
  • What accountants must to to reduce the cost of new client acquisition
  • The big problem accounting firms have when they rely on word of mouth for new business
  • Why accountants are at a disadvantage to other professions when it comes to their professional qualifications
  • The downsides for accountants if they are not prepared to niche or specialise in targeting certain clients
  • Tips for accountants who need to help prospects switch from their incumbent advisors
  • The critical factor that is making clients more likely to switch accounting firms
  • What should be the ultimate goal when accounting firms source a new clients online
  • Why for most accountants, LinkedIn is the natural digital platform to be on

When he's not working, James loves performing magic tricks for his two kids. He also used to be a provincial chess player in his youth.

Contact James:

James' website

James on LinkedIn

Email James

Phone number: 2711 - 452 - 5682

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Nathan Littleton is a marketer, professional speaker and author who specialises in helping businesses to grow by attracting and winning more customers.

Having started his first business at the age of just 12, he has become one of the UK’s best and brightest young business figures, with more experience than most people twice his age. More than a decade on, he’s worked with thousands of businesses across the UK and around the world to transform their online marketing and help them to generate better results.

Each year he sends more than a million emails on behalf of his clients, and his proven track record has led to him working with businesses ranging from small accountancy firms to international franchises. As an in-demand conference speaker, he also speaks regularly on different aspects of online marketing.

Shownotes:

  • The big difference between accounting firms and other businesses
  • Why accounting firms struggle to differentiate themselves against their competition
  • The consequences of lower trust for accountancy firms, particularly with lost revenues
  • The factors that make an accounting brand more credible and believable
  • The power of shareable client experiences to build credibility for accounting firms
  • How word of mouth has changed over the years, especially with the online world
  • How advertising saturation makes it hard for accounting firms to market themselves
  • Few accounting firms personalise their client experience and thus don't make them feel special
  • The power of personalisation to increase word of mouth in accounting clients
  • Does your waiting room experience make or break what clients are saying about your accountancy firm?
  • Following processes can sometimes go against a memorable client experience for accountants
  • The need for accountants to take risks to be more memorable and credible with their clients
  • The importance of keeping promises to develop high levels of trust and loyalty
  • The critical ingredient that makes a referral much easier to make for an accounting client
  • What to do as an accounting firm when your competition make the same claims as you
  • The role of the 'red box' in giving accounting firms a competitive edge
  • Identifying the critical touch points in the accounting firm customer or client journey
  • A very simple thing that takes massive advantage of critical moments of truth with clients
  • The power of lifetime client value in accounting firm success

Contact Nathan:

Nathan's website

Nathan on LinkedIn

Email Nathan

Nathan on Twitter

Phone number: 07708029038

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Randy Johnston, MCS has been a top-rated speaker in the technology industry for over 40 years. He has started and owns multiple businesses including K2 Enterprises in Hammond, Louisiana and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His experience as a college instructor, management and technology consultant, and advisor to the profession will be obvious to you in today’s presentation.

His influence throughout the accounting profession is highlighted once again this year by being a recipient of the 2019 Accounting Today Top 100 Most Influential People in Accounting award for the sixteenth consecutive year.

Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, articles for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books.

Shownotes:

  • How the accounting profession has changed over the past 50 years, particularly in recent years
  • Why accounting is not keeping up well with the rate of technology change
  • The ways technology has made accounting easier, especially in how innovative accountants deal with their clients
  • Client experience has improved but not in line with client expectations
  • The biggest problem with much accounting software and why it's coming to market 'half-baked'
  • The biggest mistakes accountants make when choosing and implementing technology
  • The two things accountants should look for when choosing technology to run their firms
  • How some software and tech vendors fool accounting firms into wrong purchases
  • Updates on technology around workflows, security, collaboration and mobile
  • Why curved screens and monitors and 3D printing are the next big things in computing
  • The art of making the complex simple when it comes to technology

When he's not working, Randy spends time with his wife and four children enjoying many experiences together including theatre, music, travel, golf, skiing, snorkeling and model trains.

Contact Randy:

Randy's website

Randy on LinkedIn

Randy on Twitter

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Christine Nicholson co-founded Succession Plus UK to focus on Exit and Succession Planning, helping business owners get more from their life’s work. Starting from scratch, she built her consultancy and now transforms lives and businesses with a mix of straight talking advice, mentoring and empathy. Shownotes:

  • Why the accounting and finance function is changing rapidly for the better
  • The two qualities that makes a business and its owner much happier
  • Why 'exit' is such a hot topic in the accounting world
  • The two possible ways owners and founders will exit their business
  • The four horsemen of the Apocalypse that force business owners to retire or leave
  • The % of businesses coming onto the market that never get sold
  • The staggering number of business owners who leave their business in unplanned circumstances
  • The role accountants should play in the 'exit conversation' with clients
  • The three types of accountants when it comes to helping their clients sell
  • What accountants need to do to be better business advisors
  • The difference between succession and exit in terms of control, revenue and power in a company or firm
  • The things accounting firms get wrong when it comes to succession and exit
  • As the baby boomer era nears an end, we face the biggest inter-generational transfer of wealth ever
  • Why accountants should work personally with exit specialists
  • The kind of things really good accountants say to their clients
  • Words of advice for accountants to have 'what next?' conversations with their clients

In her spare time, Christine enjoys taking care of her one house plant and her garden. She likes going on adventure hikes with yoga in between. Contact Christine:

Her website

Christine on LinkedIn

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Katie Thomas, CPA is a technology advisor and marketing consultant for professionals in the accounting industry. Katie empowers firms of all sizes to thrive in the age of digital disruption, through advanced marketing strategies, agile process development, and the implementation of intelligent software solutions.

Katie has helped businesses worldwide foster an innovative corporate culture, grow their bottom line, and deliver exceptional client service through the adoption of emerging technologies. A rigorous approach to planning and execution promotes consistent, sustainable growth while avoiding short-term pitfalls typically associated with organizational change.

Shownotes:

  • Which country is leading the world with technology in the accounting world
  • How being smart sometimes stops accountants from asking for help
  • What future proofing an accounting firm looks like, particularly with technology
  • The biggest performance challenge accounting firms have
  • Specific criteria for onboarding, collaboration and practice management in accounting firms
  • Combining disparate applications is overwhelming for many accounting firms
  • How marketing connects the dots into accounting firm processes
  • The biggest roadblock accounting firms have with allocating a marketing budget
  • The number one difficulty CPAs and accountants have in differentiating themselves
  • Considerations for corporate and personal branding in accounting firms
  • All accountants already have a personal brand, but they are not doing one specific thing with it

When not working, you can find Katie hanging out with her husband Chad, taking a yoga class, riding her horse, or on a walk with her furbaby, Oscar. Contact Katie:

Katie's website

Katie on LinkedIn

Email her: katie@katiethomascpa.com

Katie on Twitter

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Ian Khan is the creator of the Future Readiness Score (FRS), a KPI he developed to help organizations counter disruption and become efficient, impactful and relevant in the future. He works with Private and Public sector organizations worldwide and is a leading thinker and industry advocate.

Ian is a CNN featured Technology Futurist, 3 times TEDx Speaker, Director of highly acclaimed documentary “Blockchain City", Bestselling author of “7 Axioms of Value Creation”, and contributor to many publications including McGraw Hill and Forbes. He is also a founding member of the Government Experience (GX) initiative by the Prime Minister’s Office, UAE. Shownotes:

  • Why hype vs reality is the key argument when talking about technology
  • The greatest challenges facing accountancy today
  • Accountancy has stayed much the same for 500 years
  • The big drivers now changing the accountancy profession
  • Why there is confusion over how blockchain and AI is evolving
  • Insights on blockchain and AI from a technology futurist
  • How movies are influenced by future technologies
  • Shout out to Ian's Amazon backed documentary: AI = The Next Frontier
  • Why graduates and millennials are less willing to work for accounting firms
  • The expectations that clients now have from accounting firms
  • Why accounting firms need to think differently for better client engagement
  • The need for accountancy firms to invest in new technologies
  • There's a cultural revolution taking place in accounting firms to attract talent
  • Why accountants are some of the smartest people on the planet but need to change
  • What future readiness looks like for accounting firms
  • How technology is changing exponentially and not linearly for accounting firms
  • Why accountants need to take more risks than they have traditionally done

In his spare time, Ian enjoys reading, shooting, nature and film-making. Currently his time is taken up by working on two films “AI – The Next Frontier” and “GX Now – Government Experiences Worldwide”. Contact Ian:

Ian's website

Ian's LinkedIn

Email him: ian@iankhan.com

Ian on Twitter

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Ravi Fernandez is the CEO of the Rain group UK and Ireland. His passion for development comes from a secondment early on is his career sparking an interest in how developing people can impact organisations. He has over 30 years of business experience with a focus on driving performance and growth.

Since setting up a training consulting business and being a COO at a learning and development company he has now transitioned into business growth with RAIN. Shownotes:

  • The two reasons why accounting firms must differentiate
  • Why technical competence alone is no longer enough for accountants
  • The #1 key to accounting firm growth
  • Why some accounting firms are reluctant to talk about sales
  • A better definition of selling that should excite accounting professionals
  • What accountants can learn from other industries to be more effective
  • Are accountants really open to learn strategies for business development, sales and marketing?
  • What accounting firms must do to keep up with rising client expectations
  • What stops many accounting firms from growing and gets them stuck in the comfort zone
  • The one thing that far outweighs technical aptitude for ambitions accountants
  • What good training looks like in an accounting firm
  • The most important factor in standing out as an accounting firm
  • Can taking advice from a non-accountant benefit an accounting firm?
  • The best questions for accounting firm leaders to see growth potential and current drawbacks
  • Ravi’s best words of encouragement for accounting firms and those who work in them

In his spare time, which he has a bit more now his 3 boys are grown up, he enjoys travelling, cooking, messing about with classic and sports cars, and playing the guitar. Contact Ravi:

www.rainsalestraining.com

http://www.linkedin.com/in/ravi-fernandez-96860422

Phone number: +44 020 3239 5058

rfernandez@raingroup.com

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Robin Waite is a business coach and author of Take Your Shot. He works with accounting firms and the small businesses they serve, specialising in marketing, pricing and productising. Shownotes:

  • Why accounting is a better profession to be in today than ever before
  • How unregulated accountants operating in the market are potentially dangerous specially to small businesses
  • How some accountants are crossing over to consultancy in the accountancy field
  • The mistake accountants make when trying to coach or advise business clients
  • The PITAF scale explained and how it helps with generating accounting firm revenue
  • How the wrong kind of clients can take up a disproportionate amount of support time for accounting firms
  • The #1 reason why accounting firms should qualify their clients before taking them on
  • Why benchmarking competitor pricing is a huge mistake for accountants
  • How charging higher fees actually takes out some of an accounting firm's competition
  • The benefits to accounting firms of productising their services into deliverable packages offered to clients in order to qualify
  • What's wrong with the word 'marketing'
  • What makes referrals the #1 new business source for accountants
  • The big marketing tool that is overlooked by most accounting firms
  • Accountants - why focusing on your website might not be the best idea
  • Why cash flow actually isn't the biggest problem for small businesses
  • What an accounting firm should invest in if it has some cash in the bank
  • The critical difference between coaching and mentoring
  • How coachable are accountants compared to other professionals?
  • The one thing that stops many business owners being more courageous

Outside work, Robin loves surfing and road cycling. A keen DIY enthusiast, he has a goal to help remove 100kg of plastic from the World’s Oceans via a charity he supports – 4Ocean. Contact Robin here:

Phone: (44) 7980305728

Check out his website here

Email him at robin@robinwaite.com

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Paul Matthews is a leading Learning & Development professional with three best-selling books to his name. He brings learning and performance to life with stories that both fascinate and inspire. He also prides himself on reducing complex theory down to simple ideas and sharing them in a way that everyone can understand, and more importantly, use to get better results.

As well as being a sought-after speaker, Paul provides consultancy services, training workshops and webinars for blue-chip clients in the UK and beyond.Shownotes:

  • The main problems with learning and development in professional service firms
  • Why good L&D people leave professional firms
  • The problems accounting firms have with training their people
  • The difference between experience and expertise
  • The two things that good professional training should do
  • Why onboarding of new staff is done so poorly in accounting firms
  • How lack of firm vision and strategy adversely affects performance
  • The problem with learning transfer - how training enters the workflow in accounting firms
  • The three 'elephants in the room' for professional firm L&D
  • Where the majority of skills transfer and learning comes from in accounting firms
  • What is the brand or reputation of L&D in your firm?
  • The role of culture in strong professional firm L&D
  • The biggest challenge L&D people have in professional firms
  • What good CPD looks like in an accounting firm
  • How professional firms get people development strategy all wrong
  • The problem with a 'training needs analysis'
  • The one thing missing from most training which negates the transfer of the right behaviors into a firm
  • Guess what proportion of people come out of a training program with the desired learning transfer?
  • The benefits of a growth mindset over a fixed mindset in professional training
  • The problems with leadership training in accounting firms
  • Are accountants best placed as individuals to say what CPD they need?
  • A better metric than ROI to measure the effectiveness of training
  • Accounting firm leaders - how to get buy in for your learning interventions
  • The one thing leaders must do to model a learning, coachable culture
  • The big difference between how children and adults learn
  • The career downsides of neglecting your personal and professional development
  • The secrets of onboarding new staff in your accounting firm

Paul's very passionate about the L&D industry and recognises it as an incredible potential leverage point to make a difference in people's lives. Yet this leverage is so often wasted. He wants to use his extensive knowledge and experience to help you enhance the success of your organisation's L&D performance – and, as a result, change lives.

Paul grew up on a hill country farm in New Zealand and, like many Kiwis, went on to travel the world. He climbed Mount Kilimanjaro twice, crossed the Sahara three times and the Himalayas eight times. You can reach him here...

Paul on LinkedIn

Check out his website here

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Adrian Blair is the CEO of London-based Receipt Bank, the world’s leading digital bookkeeping platform. A passionate advocate for SMEs, Adrian’s mission is to give millions back control of their finances, and their time.

Making technology work for people in small businesses is at the heart of Adrian’s vision at Receipt Bank, and an ambition he has pursued throughout his career.

As Just Eat COO he worked with over 100,000 takeaways to digitise an industry where companies competed with paper flyers in customers’ kitchen drawers. Joining in 2011 he steered the then start-up to IPO, leaving the business as a FTSE100 company in 2018.

Adrian’s desire to help entrepreneurs do more led him to set up Circl in 2018 between Just Eat and Receipt Bank. Circl is a next-generation leadership programme with the aim of giving more students from disadvantaged backgrounds the skills to start their own companies. It is equalising access through working with leading technology companies like Facebook, Uber and Google. Shownotes:

  • Why professional services is such a complex marketing environment to study and serve
  • Why receipt bank has the capacity to scale and be used by any small business on the planet
  • What accountants can learn from the technology drives sites like Spotify and Just Eats
  • Receipt Bank's accountant and bookkeeper-centric mission
  • An interesting take on the compliance vz advisory accounting debate
  • How machine learning is driving innovation at Receipt Bank
  • Guess how many new items of information come into Receipt Bank monthly?
  • Imagine keeping track of £50bn of small business spending every year
  • The single biggest reason why Netflix defeated Blockbuster
  • The quest to make accountants and bookkeepers more productive
  • The one thing any company or nation needs to improve to generate wealth sustainably
  • The key focus that makes the good accounting firms great
  • The big driver that makes a software CEO get out of bed in a morning
  • How technology is going to change in the next 5 years
  • Will technology ever automate 'away' the accounting profession?

Adrian grew up in Southern Africa and would play his neighbours piano during the day. He would go round regularly and grew to really love music. He has a piano at home, but never pretended he's good enough to play professionally. You can reach him here...

Adrian on LinkedIn

Adrian on Twitter

Check out his website here

Email Adrian at adrian.blair@receipt-bank.com

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Stuart Hurst is Director of Cloud Accounting and National Chair of Cloud at UHY*. He now manages the entire UK national roll out of cloud, and has seen the award winning team achieve platinum Xero & QBO status. His knowledge and passion for combining accounting with technological advancements is boundless, which is paramount in an office where change has been rarely encountered and where questioning best practice is a constant challenge.

In this episode he talks about leadership, strategy and the importance of 'why' when it comes to driving change, cloud adoption and new initiatives.

Apologies for the quality of the recording - hopefully we got the best bits!

Stuart is also a massive retro gaming fan, having several older consoles and a Pacman arcade machine which is his prize possession. You can reach him here...

Stuart on LinkedIn

*Since recording this, Stuart has left UHY and now runs www.accountsandlegal.co.uk

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This episode features Robert Davidson a qualified accountant with a rich background that includes playing professional poker for 4 years!

With his extensive experience in the industry, and having worked within the Big 4 firms,he started Appacus App Advisory with Matt Flanagan and David Robinson at BlueHub in 2019. Their aim is to help accountants and their clients bridge the gap of understanding between operational and financial systems, enabling them to have maximum control over the often overwhelming app spaces, allowing the to future-proof their practices.

Robert is an advocate for cloud accounting and having planned and managed the cloud rollout for a successful national accounting firm in Scotland, its safe to say we have the one of best on this episode to shed further insight!

We covered:

  • How a cloud visionary saw what was coming for cloud accounting a few years before everyone else
  • The parallels between professional poker players and professional accountants
  • Is a cloud accounting specialist the best way for firms to go?
  • The complexities accountants face in differentiating between all the different apps when advising clients
  • The skills accountants will need going forward when it comes to apps and technology

The current problems:

  • Why accounting source systems like Quickbooks, Sage and Xero might not be the most important system for a business client
  • The accounting app landscape for accountants and their clients is overwhelming - one vendor may offer 2000 updates a year
  • Many accounting firms are lagging with cloud accounting because they don't fully understand the benefits
  • Many accountants feel like they need to know 120% of everything before they give an answer
  • The mistakes accounting firms make when doing app advisory for their clients
  • The required skillset of an accountant is changing rapidly to incorporate the advance of technology

The benefits of cloud accounting:

  • Appacus is a community of forward-thinking firms to share best practice on apps and integrations
  • The technology available today is making compliance much quicker and advisory more powerful for accounting firms
  • Advisory for accountants is not management accounts and dashboards - it's the interpretation of that information
  • For accounting clients, advisory is only value if the client can understand it and it helps them make decisions
  • Accounting cloud apps can bring client engagement, sales processes and onboarding down from months and weeks to days
  • Apps are simply tools to solve pain points, provide information and help people make decisions

Big Takeaways:

  • Accountants - it's better that you go to your clients with suggestions than the other way around.
  • The worst advice about app advisory that finds its way into the accounting market
  • We are just touching the surface with app advisory - so many more are coming out!

When he’s not working, Robert loves football, walking his rescue dog Mia, travelling and meeting new friends. You can reach him here...

Robert on LinkedIn

Phone: (UK) 07535994510

Check out his website here

Email him at robert@vcd-fa.co.uk

Today's shownotes created by the excellent Yolanda Masamba.

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Lee Frederiksen is an award-winning marketer, Visible Expert®, and business strategist who helped pioneer the field of research-driven marketing.

As the Managing Partner of Hinge, a marketing firm for the professional services industry, he draws on his Ph.D. in behavioral psychology and his CEO experience to help clients achieve high growth and profitability.

Lee’s research on marketing and business growth has made him a recognized industry name, along with the numerous books he authored on the same topics. He been quoted in a number of mainstream publications, and he regularly speaks at major industry events around the country. Shownotes:

  • Why professional services is such a complex marketing environment to study and serve
  • Accountants don't enter the profession to do sales and marketing, but it's become part of their role
  • The critical difference between accountancy and other professional services sectors
  • Accountancy has been compliance driven for many years, which has usually made marketing easier, but this has now changed
  • How the marketing game in professional services has moved on from the rainmaker model of one person winning all the work to a more team centred approach
  • Distance, location and geography are is much less issues now when clients hire an accountant
  • The biggest problem accountants and accounting firms have in differentiating themselves is between their ears
  • There are two kinds of differentiators accounting firms can utilise to set themselves apart from their competitors
  • The two biggest mistakes accounting firms make in marketing their services
  • Many accounting firms think they're differentiated but in reality, their competitors look the same, say the same and do the same things
  • Marketing and sales in accounting firms are so intertwined that they are often referred to as business development
  • The biggest challenge inherent in developing a marketing budget for accounting firms
  • What defines a high growth firm in accounting, and what they do differently or better with their marketing
  • Equity partners in high growth accounting firms generate almost $1m more a year per partner than low growth firms
  • Different partners and personnel should have different roles when it comes to business development that play to their strengths
  • Note to accounting firm leaders when recruiting - new, younger hires want the opportunity to represent your firm on social media, so let them
  • What makes a good accountant great according to professional firm marketing expert Lee Frederiksen
  • What makes your client choose your firm is not the reason why they stay with you - listen to find out what that reason is
  • As a 'race or breed' discover how coachable accountants are on skills like business development and marketing compared to other professionals
  • It's great time to be a bold accountant, but a very dangerous time to be a conventional accountant, and here's why...
  • How marketing in accounting firms has changed over the years from an administrative support function to a much more sophisticated set of skills and applications
  • So much more of the buying decision happens online vz F2F and if accountants don't appear early in that conversation, they are too late to influence what happens
  • Which skills high growth accounting firms are investing in to develop their people with internal and external training
  • For accounting firms, there is an increase in client acqusition costs and a decrease in client loyalty, even though you may be adding more value
  • It's just as important to educate your clients on the many things you can do for them as it is educating your prospects on the same thing
  • Progressive, growing accounting firms are treating marketing and business development functions as an integral part of the firm
  • The future trend or threat to accounting firms which necessitates a clearer than ever value proposition .

When he’s not traveling to speaking engagements or working at the Hinge headquarters, you’ll find Lee pursuing his interest in hot rods or watching movies with his wife, Candace. You can reach her here...

Lee on LinkedIn

Lee on Twitter

Phone: (US) 571-308-0501

Check out his website here

Email him at lfrederiksen@hingemarketing.com

To share this episode and for full shownotes and links, go here>>

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Laura Landmark is the co-founder of Mantle Analytics, which offers clients business insights and reporting in real-time with integrations, budgeting, dashboards and KPIs. This driver based forecasting keeps businesses future-focused and uses technology to drive value creation. Shownotes:

  • The accounting world is in a very exciting place right now, although it's make or break for many accountancy firms
  • How good are accountants at coping with the change and disruption currently happening in their world?
  • Accountants need to be tech savvy, but more importantly to be aware of what the tech can do
  • One of the biggest challenges with tech in the accounting world is getting apps and platforms to talk to each other
  • Why automation is so important for accountants when producing reports for their clients
  • A fundamental mistake accounting firms make with tech adoption is not thinking through the strategic case for their choices
  • Too many accounting firms think they can choose and implement the necessary tech 'inhouse'
  • Clients don't always know what they want from their accountant until they meet the right one
  • Clients often say they want a proactive accountant who will support them, care about their business and guide them
  • The right technology frees up the accountant to focus on the relationship with the client
  • How technology gives accountants the power of both leverage and scale (listen to this if you don't know the difference)
  • Two great examples of how mastering the technology and reporting by bringing in experts can make life so much easier for accountants and their clients
  • 5 questions that accountants should ask themselves in trying to best serve their clients
  • Shout out to pricing genius Rhondalynn Koralak, who has been on the Accounting Influencers podcast twice before.

Laura loves walking, listening to podcasts, good food and wine. A creative person, she taught herself to make jewellery and in her late teens patented hair accessories. You can reach her here...

Laura on LinkedIn

Call her on +47 40555752

Check out her website here

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Darryl Bates-Brownsword is a dynamic, driven Business Consultant, Coach and Mentor with over 20 years of experience and a passion for creating successful outcomes for founder-led businesses. He is a great connector, team builder, problem solver and inspirer – showing the way through complexity to simplicity.

He has built 2 international multi-million turnover businesses; one now operating in 16 countries. His quick and analytical approach cuts through to the core issues quickly and identifying the context. He challenges the status quo and gets consistent, repeatable and reliable business results. Shownotes:

  • One of the good things about working with accountants is that they ask tough questions
  • The accounting profession is going to huge change but this represents an opportunity for accountants to really serve their clients
  • Advisory is the value that accounting clients really want; they don't want compliance and see as a commodity to be bought as cheaply as possible
  • The accounting firms that are growing are prepared to challenge the status quo
  • A succession plan is something that is not in your head but is written down and agreed by stakeholders as a route to how you will accent your firm
  • Succession plans benefit from training and developing your people to move up through your firm
  • The main reason to have a succession plan is for business owners to get the most out of their life's work
  • Most exit plans focus on three years in the future because that's the ideal amount of time where the owners don't have to do anything specific
  • The biggest reason entrepreneurs and business owners leave their succession plan too late
  • Growth for growth's sake is meaningless growth is only part of success
  • What makes people want to follow you as a leader, and it's not that you're growing
  • Revenue is only one of the many factors that influence 'multiples' in an exit plan
  • The importance of legacy and 'what am I leaving behind' when the owner or founder sells up and moves on - most people will exit the business only once
  • The typical scenario whereby an accountant would invite an exit or succession plans strategist in as an extra professional adviser to their client
  • Using exit specialists can create lucrative additional advisory work for accountants when help their clients sell a business
  • The power of 'pre--due-diligence' in planning a business exit that pleases potential investors
  • When owners and founders plan the exit of their business sufficiently ahead of time, they can leave on their terms
  • Exits from selling a business require emotional as well as financial planning
  • The three main options are journeys for a business owner to take when they want to exit their company
  • The criteria, signs or triggers that tell you when a business is exitable
  • The mental aspects for the owner or founder of 'letting go' of the business they've built up over years
  • What potential buyers and investors are looking for when a business owner is looking to sell or exit
  • People buy businesses for different reasons, like access to new skills, a new market or a new complimentary product
  • The importance of the accountant as a trusted advisor in signposting and positioning exit specialists to help their business clients who are selling
  • A flavour of the extra revenue an accountant can generate by helping a business owner client exit their company
  • Best practice advice for an accountant to start the conversation with their clients about exit.

Originating in Australia, Darryl’s first career was as an Engineer in the Power Industry. Building businesses bought him to the UK in 2003 where he quickly developed a reputation for combining systems thinking with great creativity to get results in challenging situations.

A keen competitive cyclist, he also has an B Eng (Mech) Engineering and an MBA. You can reach Darryl here...

Darryl on LinkedIn

Call him on (UK) 07725 903 964

Check out his website here

Darryl on Twitter

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Keith Rozelle has 30-year career in corporate sales with many blue-chip brands, such as HP, EDS, BT and a host of SMEs. He's lived and worked all over the world including New York, Zurich, Tokyo, London and Singapore and has managed sales teams numbering 3 to 350. His two career high-points are winning a $1.6Bn outsourcing deal with Vodafone (showcased in The Sunday Times) and turning around a small donated-furniture charity, which was 30-days from having to be wound-up.

Steve launched Sales Marvel to offer affordable sales expertise to professional firms and the clients they serve. He specialises in helping those who find it difficult to pitch and differentiate their businesses. Shownotes:

  • How hard is it for an accounting firm to articulate any kind of difference with the competitors?
  • The big four accounting firms dominate two thirds of the market and compete for the most exclusive clients
  • How the Zyman Pyramid helps accounting firms develop a strong and differentiated value proposition
  • Accountants need to analyse 'me too' and 'points of preference' when going against competitors
  • The bad things that happen when accounting firms don't differentiate themselves
  • If you can't articulate your difference as an accounting firm, then you risk your proposition coming down to price
  • The crucial reason why accounting firms find it difficult to differentiate from their competitors
  • The mistake accounting firms make in appointing someone to head up business development
  • How sector expertise and deep knowledge of a particular niche helps differentiate your firm's pitch for business
  • What speed networking can tell you about how irrelevant most elevator pitches are
  • Value propositions are meant to be both read and said - when aligned, they should be everywhere in your marketing
  • The significance of price in a bid or pitch if there is no other elements of differentiation
  • Price is never totally irrelevant in pitching situations
  • Our attention deficient society means words and impact are at a premium when delivering pitches and marketing messages
  • Sales is not a resected word in the UK, but it should be as respected as accountancy and law
  • The lack of any formal sales or BD training means that the majority of accountants struggle with bringing in new business
  • The message 'everyone is in sales' is difficult to hear for fee-earning accountants
  • When accountancy firms put the effort into their value proposition, it makes it easier for clients to buy
  • How accountancy firms make a mistake with their values, and how critical reputation is in living up to them
  • Why it's impossible for an accounting firm to have a truly 100% baked in value proposition.

Steve's mission is to provide high quality sales-learning experiences for SMEs and Not for Profits. he offers' deal coaching' for companies aiming to win larger contracts. His first ever job was a DJ and in his free time he is a Trustee of his regional Citizens Advice Bureau. You can reach Keith here...

Keith on LinkedIn

Keith's YouTube Channel

Call Keith on (UK) 07473 760627

Check out his website and workshops here

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John Thompson is an expert in how to delivery advisory services and build an advisory led practice. He currently runs F3C Advantage which helps accountancy practices of all shapes and sizes that want to get serious about developing advisory services. He advocates an advisory delivery platform called CAS – the Complete Advisory Solution. He knows exactly what clients want from accountants, what accountants feel about advisory and why to date so many dabble rather than get serious. Shownotes:

  • Accountants have been doing advisory for years - it just hasn't been called advisory
  • Some software vendors go to far in selling their solution as the silver bullet for accounting firms
  • How compliance can drive advisory - it's definitely not dying and they go hand in hand for accounting firms
  • Some accounting firms lead with compliance into advisory - others flip this and lead with advisory into compliance
  • Very few accounting practices plan more than 12-24 months ahead
  • Why accountancy firms should be more advisory led, for themselves AND their clients
  • On average, accounting firms should expect to leverage an extra £2-3 of advisory fees from every £1 of compliance for at least 20% of clients
  • There are money other benefits aside from revenue when accountants offer more advisory services to their clients
  • The big barriers or obstacles to accounting firms increasing their advisory offering
  • Accounting advisory is an internal phrase - what really counts is helping clients and asking good questions
  • The way to set a culture of advisory in an accounting firm is to set in place the right processes and training
  • The big mistakes accounting firms make when positioning and selling advisory services
  • If accountants spend quality time really understanding their clients' goals and aspirations, advisory opportunities naturally follow
  • Tips for pricing advisory services, using a combination of time based and value based approaches
  • Why it's dangerous for accountants to assume that if clients want advisory services, they'll ask for it
  • The majority of accountants who want more advisory work are already doing it, but are just not organised and structured with it
  • Where confidence comes from with accounting advisory
  • Niching for certain accountants is a good move, but it can be difficult for a number of reasons
  • At the highest level of advisory is a business coach, and many accountants operate at this level
  • The key traits accountants need to succeed with advisory is to like people and be curious
  • The future of accounting services will be as a concierge - identifying opportunities and signposting to key experts
  • The different levels of accounting advisory and how tech helps deliver it
  • How some of the accounting associations and institutes are failing to lead the profession.

John qualified as a Chartered Accountant and was FD of a fast growing M & E Contractor in the construction sector. He came back into the profession to be a 100% New Business Director in a Regional Practice where he helped tripled the GRF in two years by focussing on an advisory-led approach. He then became Advisory Partner in a top 10 firm where he trained over 100 partners and managers in the nuances and practicalities of client advisory before setting up F3C.

John is also involved with a start-up social enterprise in the health sector called Talk Healthtalk. It focuses on educating and supporting the HIV Community. He also holds several consultancy and NED roles with SMEs in sectors as diverse as construction, manufacturing and professional services.

When not working with accountants, Geordie John lets Newcastle United FC play havoc with his blood pressure. He once taught JPR Williams, the Welsh Rugby Legend, to drink Newcastle Brown Ale properly and in his younger days, he once beat Steve Cram, the great 1500m runner … at pool. You can connect with John here:

www.linkedin.com/in/johnfthompsonf3c

www.f3cadvantage.co.uk

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Steve Walker is a leading expert in the development of disruptor based technology in the learning, training and education markets. He works for Peritus, a group of companies focuses on developing Ed-Tech products for niche areas of the learning, training and education market.

Steve has 20 years of experience in the marketplace working with over 2000 organisations, including accounting firms. He therefore has a great understanding of what is required and draws on this experience to identify gaps where disruptor technology can be used to challenge the norm. He has a vast experience of the SME market, working with many owners and boards to develop their people. Shownotes:

  • Much face to face (F2F) training has now shifted online and on demand - younger people don't want to wait for training
  • There are few learning platforms that cater for the SME market
  • It's hard for companies to find the training they need - the L&D space is complex
  • Why people development is vital for businesses to grow and compete
  • The role accountants should play in encouraging their clients to develop their people and their skills
  • Training is vital to keep on top of regulation like GDPR, data security and cyber crime
  • Only 20% of businesses provide training for their people to avoid risks like GDPR, data security and other legal issues
  • Few SMEs have the skills and knowledge internally to manage an array of HR related issues
  • The implications for recruitment and retention of talent with respect to training, learning and development of people
  • The difference between merely attending a training session and taking action to change behaviours
  • A lack of training and development has been shown to stifle growth of any organisation
  • Many companies invest in training but it doesn't always align with the business plan and company objectives
  • The benefits of an aligned training and development strategy for companies
  • The difference between and L&D agenda driven from top down and from bottom up by employees themselves
  • Companies who don't or won't invest in the development of their people will inevitably reach a glass ceiling on growth
  • Accountants can advise their SME and business owner clients better by talking about people and skills development
  • The questions accountants should ask their clients about the development and training of their people
  • The differences between training and development - one is the bare minimum and one shows true concern and investment in your people
  • The role investing in the development of your people plays in future proofing your business
  • Why it's difficult to prove ROI on training, but there are things you can do
  • Accountants who are business advisors have a role to play in signposting their clients to good advisors, providers and suppliers
  • People engage better with an animated character than a real face sometime
  • Accountants who are courageous enough to have a conversation with their clients about L&D can create real value for them.

Peritus’ mission is to ‘disruptively build futures’ therefore, supporting our customers and partners by providing high quality, low cost online learning products that have a positive impact on people, businesses and the wider economy.

Steve is an adviser on SME people development requirements to some of the UK's leading business support providers, membership organisations, emerging networks and was recently appointed as Ambassador for Skills and learning technology for Institute of Directors. He played semi professional football when he was younger, and is almost at black belt after doing tae-kwon-do for 6 years.

Steve on LinkedIn

Call 07487 704729 or email stevewalker@perituslearning.co.uk to talk more with Steve

Visit improve.online here

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Sabby Gill leads Sage in its home market of the UK and in Ireland. He brings to Sage more than 30 years’ experience in the technology sector, across sales, operations and customer services. He has spent his career supporting businesses of all sizes with technology that unlocks their potential – both at home and across international markets.

Sabby joined Sage from Epicor where he was Executive Vice President of International. Past roles have also included Senior Vice President of International Sales for IGT, a gaming technology company and executive management roles at HP, CA Technologies, Oracle, PeopleSoft (acquired by Oracle), and DEC.

*SPECIAL NOTE: This interview took place Dec 2019 and directly after Sage's FY19 results***

Shownotes:

  • The journey from a youth training scheme to managing director of Sage UK, via the world of gaming and slot machines
  • The two things that underpin success at Sage - customers and colleagues
  • Why the accounting profession globally is at a cross roads due to the impact of digital transformation
  • Digital adoption increases productivity but there are few incentives and little support to help people adopt technology
  • 90% of data is less than two years old, and this is only going to reduce or get worse from here
  • 5G is coming and it connects everything - data from almost every source
  • Accountants who still deal with paper are at an enormous disadvantage in a digital age because software is now the norm
  • Businesses change providers and suppliers but the one constant throughout its life-cycle is probably going to be the accountant
  • SME are still burdened by paper based admin, and the average company spends 120 days a year on admin
  • 50% of businesses are looking to improve productivity and increase the use of technology, and accountants have a huge role to play in this
  • Accountants must harness client and practice data to provide strategic consultancy and add value - it goes beyond traditional bookkeeping
  • Accounting and bookkeeping services are becoming more of a commodity because it is more transactional and process-based
  • Automation takes away much of what accountants have been paid for, so what now are they being asked to do by clients?
  • The accountants at the leading or bleeding edge are creating real competitive advantage with technology and automation
  • The biggest challenge accountants have in adopting technology to serve clients is finding the time
  • The role of accountants has changed - they now have to be business advisors, technical experts and technologically savvy to serve their clients
  • How legislation such as MTD has changed the accounting profession
  • How Sage is set up favourably against the competition with £1bn of subscription revenue in their portfolio and a market cap of $10bn
  • Sage looks after 600,000 UK customers with 3000 employees in the UK and Ireland, and are in a powerful position to face any competition
  • How Sage employees are more than software experts but trusted advisors to their accounting customers
  • Technology or software alone is not the answer - there must be an ability to gain data insights
  • Historical views are not as critical as future insights, and this is where accountants can add huge value to their clients
  • The power and buzz for a leader of walking the floors and seeing the engagem,ent and passion that your people have talking to customers
  • The value of talking regularly to your customers and clients to ask them what you should stop, start or continue
  • The danger of putting clients or customers first if you don't have really engaged staff to look after them
  • Tips for onboarding your new employees (when on average most people between 90 and 120 days) and many look externally for career promotions

Sabby is father of two and husband of one, a life-long Reading FC supporter and cricket enthusiast. You can contact him here:

https://www.linkedin.com/in/sabbygill/

or on Twitter @sabbygill7

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Tim Hughes is a world leading pioneer in Social Selling. He is currently ranked Number 1 by Onalytica as the most influential social selling person in the world. He is also Co-Founder and CEO of Digital Leadership Associates and co-author of the bestselling books Social Selling - Techniques to Influence Buyers and Changemakers and Smarketing - How To Achieve Competitive Advantage Through Blended Sales and Marketing (both published by Kogan Page). Shownotes:

  • Social has changed society and the way we do business
  • A social selling approach is not just layering social on top of tradition sales and marketing
  • There is a difference between social selling and spamming, which many people get wrong
  • The right social presence build relationships, draws people to you and makes them want to meet you
  • How social scales better than a 1-1 phone conversation in enabling your content to reach more people
  • People aren't interested in your company your firm and your products - they're interested in theirs
  • The power of a personal brand to build trust and relationships online
  • Why it's important to get the people at the top on board with social, no matter their age or generation
  • In the old days, there was prime selling time where you could reach prospects - this no longer exists in an 'always on' world
  • Accountants - ever considered your firm's alumni as a great source of new clients and introducers?
  • The rules of sales have changed - buyers now expect sellers to be different
  • Why pitch slide decks talking all about your accounting firm are no longer relevant
  • Most sales meetings are a waste of your time - there is a better way
  • Good news for accountants - why it's actually easier to sell now that it ever has been
  • Shout out to the BANT approach to selling - budget, authority, needs, timescale
  • How social selling and inbound marketing cuts down selling cycles for professional firms
  • Research from Gartner says that buyers are up to 57% of the way through their buying process using online means before they contact potential suppliers or advisors
  • Social and HR - smart accounting firms are using the networks of their employees to find new talent
  • Social is changing sales but also other functions such as HR, procurement and finance
  • It's prudent for accounting professionals to have a wide, deep and diverse business network
  • You should have at least 2000 relationships on LinkedIn before you can say you have a good network
  • LinkedIn is the most trusted network for professionals like accountants because it's most often where their clients are
  • Traditional networking is dying as the online and social means of connecting become more dominant
  • What's coming up in the world of social over the next 3-5 years, particularly using augmented and virtual reality
  • Artificial intelligence will become omnipresent like the website has become
  • The importance of ground rules to decide who you connect with on LinkedIn
  • Tips for looking and sounding different on LinkedIn (hint - there a million 'thought leaders' on there!)

Tim's background in sales has been in selling accounting systems so he knows the accounting world very well.When not working, he likes opera, theatre and music concerts. He's into cycling also did the 'couch to 5K' app 12 months ago and is now running.

https://www.linkedin.com/in/timothyhughessocialselling/

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Kevin Whitehouse is a mentor, author and accountant mentor. He has run his Dorset-based accountancy firm Prime Entry since 1991. Shownotes:

  • Accountants are no different to regular business owners - it comes down to personalities
  • If you want to grow either professionally or as a business, you must be a willing volunteer who is open to learning
  • Some accountants have always resisted change, but they will end up being left behind if they don't have a willing mindset
  • Using the 80-20 principle, would you take a 20% pay cut for 80% of your time back?
  • It's the cumulative effect of small, smart changes to do your business that makes life easier
  • The biggest frustration for accountants these days is the sheer amount of data coming at them
  • The technology is a double edged sword for accountants - you can't run an effective practice without it, yet it takes up so much time
  • Shout out to IRIS - the trust accountants put into their accuracy and processes makes running an accounting practice so much easier
  • Smart examples of simple tech that accountants can use to make them more efficient and profitable
  • Profitability for accountants and their clients comes in two measures - money and time
  • Systems are the key for making your life and business more profitable and less hectic
  • The power of a set of rules to run your business by so you manage stress, time and expectations of clients
  • The best way for accountants to start changing their pricing - start with one client
  • The power for accounting firms of losing clients deliberately, in a controlled way
  • Stories about the 'exit experience' for a selling accountant and also the 'purchase experience' for a buying accountant
  • The difference between a process and a system for accounting firms and their clients
  • Thoughts on the coaches, mentors and experts helping accountants to be more successful
  • Words of encouragement and advice to help accountants rediscover the joy in their work - the Madonna Effect
  • What really excites most accountants is working with great clients, so they should get the help and expertise required to do that.

Kevin lives in Dorset with wife Vicki. he has 4 grown-up children and a dog called Eddie.

linkedin.com/in/kevin-whitehouse-accounting-intelligence

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Steve Cox is the Chief Evangelist at IRIS Software. Shownotes:

  • What a chief evangelist actually does in an accounting software company
  • How the accounting profession has changed over the last few years, and the impact technology is having on firms
  • Accountancy is in a healthy place because companies are increasingly reliant on the advice and expertise they provide
  • How IRIS is helping accountants and their clients in this time of huge technological change
  • The multiple meanings of profitability and the different ways it can be identified and improved
  • There should be no 'data lags' in a business - there is no excuses for an accountant not having the most up to date 'real time' data
  • Data can be overwhelming - it's the accountants job to bring it to life and make it useful to clients
  • How EBITDA is the true metric of the profitability of a business, though it's not just cash but how that's invested
  • The key difference between cash and cash flow for a business, and how accountants can best improve their clients' profitability
  • The biggest challenge for businesses and accounting firms when it comes to growth is recruiting enough of the right people to drive it
  • All accountants and business owners are on a learning curve, and must seek out the right knowledge and advice to succeed
  • The 'one throat to choke' approach for getting the best advice
  • How IRIS resource, support and train accountants to serve their clients optimally
  • Most people only know a quarter of the functionality of a piece of software
  • Compliance and automation bring efficiencies, but productivity is more strategic - it ensures you're doing the right things
  • The 3 main hurdles that stop accounting firms and their business clients from being more productive
  • Accountants are just as much change agents as finance professionals in advising their clients
  • How IRIS help with automation of workflow, processes and tasks of their customers
  • What IRIS found out about their customers when giving out awards fot their individual successes
  • The secret to getting the most out of IRIS is coming to IRIS World, because it hits all the senses!
  • The joined up ecosystem and natural synergy of IRIS with education, HR and accountancy
  • The next wave of change coming up for the accounting world over the next few years, and how IRIS is staying one step ahead
  • The role of the accountant is going to change from number cruncher to data analyst and forensic scientist
  • Encouraging words for accountants in today's rapidly changing world.

https://www.linkedin.com/in/stevenchristophercox/

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Simon Leek was an early adopter of CRM methodologies and worked for 25yrs consulting on sales & marketing processes, techniques and supporting technology. For the last 9yrs he has worked exclusively with accountancy practices to help make accountants lives easier through automation of repetitive processes and harnessing the data that exists in practice management with the firms marketing activity.

He made a lifestyle choice in 2006 and moved to Cornwall, setting up FibreCRM Limited to provide CRM services to local companies. As the business grew we started to focus exclusively on accountancy firms and in 2019 with 50+ firms using our CRM software we secured £¾ million investment to expand the team and help develop new technology. Shownotes:

  • The rules and typical timescales for bringing a CRM into your accounting firm
  • Critical success factors for accounting firms when implementing CRM
  • Why a dedicated CRM manager is vital for accounting firms 'on the ground'
  • The role that culture plays in successful adoption of a CRM system in an accounting firm
  • The key difference between compliance and advisory work for accountants when it comes to CRM
  • How CRM helps accountants deliver and sell more advisory services
  • The power of an upsell cross-sell matrix and gap analysis given by an accounting firm CRM
  • What the CRM of the future will look like for accountants
  • A relationship tree of 'who knows who' in accounting firms helps internal referrals and cross-sales
  • Why smaller accounting firms have a bigger CRM challenge than larger ones
  • It's a bad idea for accounting firms to build or invest in their own bespoke CRM

Simon loves motorsport. He is a dad mechanic, helping his son, Joe, compete in kart racing. Joe is SouthWest champion for 2019, though Simon admits his CRM skills far exceed his ability to fix a broken go-kart! He is also a keen boating enthusiast and lives on the coast in Falmouth, Cornwall, UK. Contact Simon below:

https://www.linkedin.com/in/simonleek/

Phone: (44) 203 598 0898

www.fibrecrm.com

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Erik Solbakken is a certified professional accountant (CPA) in Canada and creator of the Accountant Success Formula™. For over 26 years, he provided accounting, tax, and advisory services to incorporated business owners and their families. Erik understands firsthand the struggles of running an accounting practice. During his time in public practice he developed and implemented a business model that was so effective that it allowed him to triple his net income without having to work a single hour of overtime.

Erik believes that accountants have been conditioned to accept a flawed, outdated and oppressive business model. As a result, most accountants suffer needlessly and never achieve the level of success they deserve. An avid proponent of the accounting profession, his mission is to end this suffering for all accountants and to positively impact millions of lives. Shownotes:

  • How dropping the billable hour business model tripled an accounting firm's income without working an hour longer
  • The traditional accounting firm business model is oppressive and negatively affects the physical, mental and spiritual wellbeing of accountants
  • Accountants have been lied to for many years, but there is a path to freedom
  • Does your accounting firm still require timesheets from staff?
  • When accountants make it all about time, especially with the billable hour, they make their services all about price
  • To command higher price for their services, accountants need to change the way that they sell
  • Accountants struggle with the word 'sell' so why not change it to the word 'present'?
  • Accountants create price sensitive clients because of the way they sell to them
  • The big misconception about value pricing in the selling of accountancy services
  • Would your accounting clients be willing to pay you $100K to make £1m?
  • What accountants actually sell their client isn't what they think it is
  • Artificial intelligence will wipe out so many accountants if they don't become the trusted advisor for their clients
  • There's a lot to be said for an accountant working out a price with a pencil, paper and a frank conversation
  • Accountants should move to a subscription based model or pricing their services
  • Bookkeeping is bottom of the value curve and is getting automated faster every day
  • Compliance is not dead but dying for accountants, with huge downward pressure on fees for services that can be automated
  • The accounting gene pool is dropping with less accountants coming into the profession
  • Embracing technology is dangerous for accountants because it puts downward pressure on price through efficiences
  • Baby boomer leaders in accounting firms are a bottleneck to change, to better pricing and more profits
  • What makes a good accountant great is thinking like an entrepreneur

Erik’s passion for life goes beyond the accounting arena. In his free time, he loves spending time with his wife and children, is an avid boater (in the summer months you can find him enjoying the gulf islands off the west coast of North America) and he is the drummer and lead singer of an 80’s heavy metal band. You can contact him below:

Erik on LinkedIn

Erik Solbakken website

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Erik Solbakken is a certified professional accountant (CPA) in Canada and creator of the Accountant Success Formula™. For over 26 years, he provided accounting, tax, and advisory services to incorporated business owners and their families. Erik understands firsthand the struggles of running an accounting practice. During his time in public practice he developed and implemented a business model that was so effective that it allowed him to triple his net income without having to work a single hour of overtime.

Erik believes that accountants have been conditioned to accept a flawed, outdated and oppressive business model. As a result, most accountants suffer needlessly and never achieve the level of success they deserve. An avid proponent of the accounting profession, his mission is to end this suffering for all accountants and to positively impact millions of lives. Shownotes:

  • How an entrepreneurial approach to accounting led to tripling net income and revenue for one accountant
  • The origins of the Accountants Success Formula which means CPAs and accountants no longer have to live under 'an oppressive regime'
  • The three lies accountants have been brainwashed into believing over many years
  • For many accountants, their self-worth is based on how many hours they work
  • The billable hour is an abusive model from both the accountant and the client perspective
  • It's a lie that the clients of accountants are always price sensitive, and believing it causes a lot of stress and anxiety
  • Accountants themselves are guilty of creating price sensitive clients because of the way they price
  • Many accountants think their situation is unique and therefore change doesn't apply to them
  • Few accountants admit their business model is stressful, limiting and oppressive
  • Accountants must become aware of how they are suffering
  • The four steps to freedom for accountants in terms of overcoming challenging and changing things in their firm
  • Too many accountants think the billable hour is the way to go because that's the way it's always been
  • The two fundamental flaws in the accounting firm model that create a whole world of pain for both accountant and client
  • The AI coming down the road is a big tidal wave that's going to crush accountants
  • The seven deadly sins committed by accounting practices - see if you are guilty of any of these
  • The wrong behavioural conditioning of wrong thinking accountants starts when they are in an employed situation
  • It's time to end the suffering of accountants across the globe and show them there is a better way.

Erik’s passion for life goes beyond the accounting arena. In his free time, he loves spending time with his wife and children, is an avid boater (in the summer months you can find him enjoying the gulf islands off the west coast of North America) and he is the drummer and lead singer of an 80’s heavy metal band. You can contact him below:

Erik on LinkedIn

Erik Solbakken website

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Andrew Rhodes is the Managing Partner of Sobell Rhodes, a Chartered Accountant and a member of the Chartered Institute of Taxation. He is passionate about helping clients and other accounting firms improve their profits and the quality of their working lives.

His strategic and business advisory tools are used by accountants globally to provide structured business advice to their clients. He is passionate about people and is committed to the highest standards of technical and business skills competencies. His firm, Sobell Rhodes, has achieved the prestigious Gold Standard of Investor in People. Shownotes:

  • It’s actually easy for an accounting firm to differentiate themselves if they know how to
  • Some accounting firms are to complacent and need to change more, but they won’t
  • Why MTD is a great opportunity for accountants to serve clients better
  • Complacent accountants make way for the more strategic, advisory led accountant
  • Being an advisory led firm proves you don’t just look historically but look to the future for accounting clients
  • How a structured approach to accounting advisory works in a successful firm
  • Compliance still has a place for accounting firms but has many more challenges on value and price than advisory
  • The benefits of winning awards to an accounting firm, particularly with the marketing opportunities and inner firm confidence
  • Many accounting firms struggle more to find good talent than good clients
  • The secrets of winning accountancy awards and how they can help your accounting firm
  • Shout out to the accounting legend Paul Dunn who inspired many accountants to run outstanding accountancy practices
  • The power of Monday Morning Awesome Service Meetings for staff in a client centred accounting firm
  • The best way accountants can attract the kind of clients they want is by referral
  • There are three things an accounting firm needs in place to attract ‘A-Category Entrepreneurial Clients’
  • How a focus on specialist industry niche allows accountants to give better service, win more referrals and get more advisory business
  • How power circle work to generate new clients in particular accounting niches
  • How the International Accountants Association generates referrals on a global scale for smaller accounting firms
  • Referrals are not like good wine – they don’t mature and improve, so accountants must keep in touch with referral source sover time
  • It’s powerful for accountants to give referrals as a great way of getting referrals back
  • Value pricing for accountants differentiates them against competitors and serves clients better
  • Shout out to accounting pricing guru Mark Wickersham (who appeared on this podcast here) on price anchoring
  • Before accountants offer business advisory services, they should be doing business plans on themselves to walk the talk
  • Remaining passionate and excited about what you do is what accountants need to be successful
  • Feedback from accounting firm clients is essential, particularly with a tool like Net Promoter Score
  • The value of peer groups and masterminding with other accounting leaders and influencers
  • Shout out to Richard Walters, Steve Pipe, Mark Wickersham and Andy Bounds for their services to the accounting profession
  • Accounting firms can get together to bring in trainers to share best practice and deliver CPD training
  • Money and knowledge should be shared, else they are like manure – if you pile it all up, it begins to smell!
  • Best advice to navigate today’s changing accounting world – try to be different and find the best people to learn from.

Andrew is an extensive networker and has formed several business referral and mastermind groups, including INAA, which is the world’s 14th largest association of independent accountancy firms. His firm has won many of the UK’s major accounting and business awards, and he himself was voted UK Managing Partner of the Year. He is frequently asked to speak at ICAEW Practice Conferences, national and international accountants’ conferences, financial institutions and business forums on business improvement and leadership.

When not working, Andrew collects antique accountancy memorabilia, enjoys electric bike cycling, has 4 dogs, a wife, 4 children and 5 grandchildren. You can contact him below:

Andrew on LinkedIn

Sobell Rhodes Website

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Des O’Neill runs a multi-million-euro turnover business called OmniPro out of Ireland. It serves accountants all over the globe in practice support, practice development, company secretarial, tax and legal, corporate finance, continuing professional development and online information products. Des is passionate about empowering accountants to deliver transformative results for their clients. Shownotes:

  • The professional accounting associations don’t always serve their accountancy members
  • The accounting profession is in a good place because of what’s changing in society, in business and in technology, hence the need for advice
  • How the perception of accountants has fallen from being held up on a pedestal to a less exalted position of just another advisor
  • An emphasis on technical expertise has diminished the power of accountants to deliver strong business advice
  • The biggest challenge many accounting firms face is not having a vision for their future and getting strategic about their business
  • The benefit of a proven pathway or process to develop a vision and a strategic plan for your accounting firm
  • The power of focusing on one thing, which if done right, makes everything else easier or unnecessary
  • The power of an inventory tracker to help busy accountants focus on what’s really important and what to stop doing
  • The Dan Sullivan question – if we look ahead 3 years, what has to have happened for you to be happy with your progress?
  • It’s not about the business (It’s just an enabler) but the person in the business

'The perception of #accountants has fallen from being held up on a pedestal to a less exalted position of just another advisor' says Des O'Neill @omniprodes on the #Accounting Influencers #Podcast with @therobbrown #accountex…

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Des is married to Caroline and has 3 young kids, 2 dogs and 3 cats. You can call him on +353 53 910 0000 or contact him below:

Des on LinkedIn

Des on Twitter

Liked your Accounting Influencers Interview with Rob Brown" target="_blank">Des on email

Profit Pro Website

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Wayne Schmidt launched Xero in Australia back in 2009. By many people’s reckoning, he had his head in the clouds while everyone else was getting their feet wet. Wayne has since worked in executive-level roles at Xero, MYOB and Reckon and lived in the UK, AUS, China and the USA.

After over 30 years of experience in the accounting industry, Wayne has just launched www.socialforgood.org to help train non-profits on how to leverage the power of social media to amply their worthy cause. He currently delivers sales mentoring to selected accounting firms across the world. Shownotes:

  • Shout out to the podcast Business Wars on McDonalds vz BurgerKing, Nike vz Adidas, Gibson vz Fender and other epic battles
  • The birth of Xero in Australia and how the early skirmishes with MYB and Intuitin the desktop vz cloud space
  • How being nimble and an early adopter of social media helped Xero take on the big incumbents in Australia to become #1
  • Three great questions to ask yourself before you post anything on social media
  • The three step sales and growth strategy Xero followed to become a global business
  • Why Xero will never win America, but could be a strong number 3, which is why their switch to Asia has been so successful that Intuit have retreated
  • Where Sage are now in the accounting software battle with Xero and Intuit
  • Why the Sage-Salesforce union was a very bad idea
  • Most accounting partners in firms are in their 50s which means they’re quite happy with the status quo and a compliance driven profession
  • The whole world is compliance driven and accountants don’t know how to sell advisory, so it will only happen very slowly
  • UK accounting firms should offshore their human resource much more
  • Shout out to The Outsourced Accountant (TOA) for offshoring accounting capability
  • If accounting firms want to grow rapidly, they should niche – accountants can be generalists or specialists, though one earns a lot more
  • Niching as an accounting firm doesn’t mean giving up existing clients
  • Why it’s crazy that partners in an accounting firm have to do the hunting and selling, when they’ve never really had formal sales training
  • Accountants – treat sales as a process vz a relationship, because relationships take too long before people actually buy
  • There’s a big difference between word of mouth and referrals for accountants, and one is much better than the other
  • Why accountants should have sales targets and sales budgets
  • Accountant discovery meetings are generally not run well but are great business advisory conversations
  • How many software vendors indulge in ‘lazy sales’ which is asking questions that can be answered by their website
  • If accountants want to be successful in business advisory, they need to be able to question and sell
  • Everybody can sell and everybody sells – just think of your last interview or date
  • Shout out to B1G1 and what it takes to leave a legacy by giving back to have an impact
  • Accounting firms who have let their bookkeeping go have made a big mistake and should bring it back
  • Shout outs to Fathom, Practice Ignition and Spotlight Reporting
  • Many app vendors use accountants as a route to market rather than educating them.

'The whole accounting world is compliance driven and #accountants don't know how to sell advisory, so change will only happen very slowly' says @wayne_schmidt on the #Accounting Influencers #Podcast with @therobbrown…

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Wayne has been travelling since late 2017 with his wife Sally and is currently in Casablanca Morocco, on their one way trip around the world as digital nomads. You can contact him below:

Wayne on LinkedIn

Liked your Accounting Influencers Interview with Rob Brown" target="_blank">Wayne on email

Wayne on Twitter

Wayne Schmidt website

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Charles Jennings

Charles Jennings is a leading thinker and practitioner in innovative organisational performance improvement. He is particularly well known for his work with the [70:20:10] model, based on research that learning occurs as part of daily work and not through formal training. He has spent the past 45 years helping people and organisations make measurable improvements to their performance.

Charles is a business school professor, Head of the UK national centre for networked learning and Chief Learning Officer for global companies. He also advises on boards for international learning, performance and business bodies. He is a Fellow of the Royal Society for Arts (FRSA) and a Fellow of the Learning & Performance Institute (FLPI). Shownotes:

  • Training alone is never enough to produce high performance in any field, particularly accountancy
  • How the 70-70-10 model stopped Thomson Reuters from going under
  • 70% of learning and development in an accounting firm is comes from experience, practice and reflection
  • 20% of learning and development in an accounting firm comes from coaching, mentoring, support from peers and managers around and above us
  • 10% of learning and development in an accounting firm comes from formal training, perhaps classroom or online based
  • High performing accounting firms are those with agility that can respond rapidly to changes and can outperform others
  • High performers out perform their peers in accountancy not by one or two times, but by multiples
  • Many accounting firms see learning that happens to individuals, but it’s actually cultures and companies that shape learning
  • Nobody in accounting achieves their learning or commercial objectives alone
  • For many leaders, learning means schooling and measuring what’s been learned rather than performance
  • How coachable and malleable are technically smart accountants compared to professionals in other industries?
  • How good leadership and an understanding of learning and performance in Thomson Reuters more than doubled their stock price
  • Every accounting manager has two responsibilities – operational excellence AND people development
  • Managers who abdicate people development to HR or L&D will never see high performance in their team
  • Bringing people into a room for face to face training can be very impactful to change behaviours and mindset
  • Three brilliant post-training coaching questions to deepen learning and enhance behavioural change in accounting firms
  • The definition of learning is behaviour change so training and learning needs to measure that
  • The more identical the environment to the training, the more effective it is
  • Transfer of skills and people’s performance in a learning environment doesn’t always transfer back into the workplace
  • There is a lot more to coaching and mentoring in a professional firm than the standard approaches if you want high or exemplary performers
  • It takes some time to develop coaching techniques and empathy but anyone can improve their coaching skills
  • Warning for partners and leaders in accounting firms – giving advice from your own experience with those you coach is the 14th most effective way to improve others
  • The vital role of ‘performance support’ with learning close to the point of application to be more effective
  • Even though most people want to do a good job at work, there are things inhibiting them to perform at an optimum level
  • No organisation performs at an optimal level – there is always a lot of head room.

'How coachable and malleable are technically smart #accountants compared to professionals in other industries?' Performance expert @charlesjennings answers on the #Accounting Influencers #Podcast with @therobbrown…

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Charles came to the UK from Australia in 1973 to carry out post-graduate research and never left. He still doesn’t pass the ‘Norman Tebbit Test’ (google it!) In 2015 Charles founded the [70:20:10] Institute with his co-authors of the book 702010 towards 100% performance. The [70:20:10] Institute develops new approaches for building high performance. It provides global solutions and services, accelerators, toolkits, clinics and an accreditation programs to help improve performance using its methodologies and business models.

When he’s not working, Charles can be found at the end of a garden fork in his garden and allotment or attached to a guitar, a banjo or some other stringed instrument in his music room. You can call him on +44 7990 565753 or contact him below:

Charles on LinkedIn

Charles on Twitter

Liked your Accounting Influencers Interview with Rob Brown" target="_blank">Charles on email

70-20-10 Institute Website

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Paul Davis

Paul Davis is an award-winning business and executive mentor, speaker, trainer, author of several international best-selling books, and creator of The Impact Code and The Executive Code. He has earned a reputation as a game changer and a secret weapon when it comes to the measurable and permanent positive change that has been experienced by the countless business leaders he has worked with. Having originally trained as a management accountant, Paul has since transformed several pan-industry enterprises into multi-million Euro successes. Shownotes:

  • Compliance for accountants is becoming a smaller proportion of accounting firm income
  • Accountants have NOT been listening over the years, both to what their client are wanting and what the market is driving
  • Clients see little value in compliance, which is why it’s becoming a commodity
  • Many accounting firms are unable or unwilling to give their clients the direction and advice they need
  • Most accounting websites have the same buzz words – integrity, honesty, professionalism, reliability, so where is the differentiation?
  • Most accountants have lied, bent the rules, committed things if they answer honestly
  • The vast majority of accounting firms have not changed over the years and are not open to changing
  • A picture of what will happen to accounting firms who cannot or refuse to change and really listen to their clients and their own staff
  • The younger accountants coming through to replace the older generation are more empathetic and ask better questions of clients
  • One possible reason why accountants don’t listen and ask good questions if clients is that they’re supposed to have all the answers
  • Dashboards, graphs and charts are easy for accountants to produce, but this is not what business ownrs are looking for
  • Most accountants are doing well from a revenue and profitability point of view but are not thinking long term and will suffer in coming years
  • What separates the good accounting firms from the great ones
  • Commercially minded accountants are few and far between, and many are not open to this coachable skill
  • The difference between the good and great accountants is offering strategic advice
  • Why accountants should not SImon Sinek’s ‘start with your why’ as that’s not why clients buy from you
  • Values are completely misunderstood in all companies – accountants should properly use them for better impact and differentiation
  • A business cannot have a set of values – it’s an inanimate object and not a human being
  • Values are better phrased as priorities or philosophy when it comes to representing your accounting firm
  • Almost all accounting firms are seeing huge downward pressure on fees and a huge increase in salaries, and economics says these two lines will cross
  • Accountants are a 6 or 7 out of 10 when it comes to time management and productivity
  • Accountants can put all manner of new business systems and processes in place, but if they don’t change human behaviour, they won’t succeed
  • Very few business coaches and consultants who serve accountants do not invest in learning and so dish out the same information and methods.

'Almost all #accounting firms face huge downward pressure on fees and a huge increase in salaries, and economics says these two lines will cross and firms will suffer' says Paul Davis on the #Accounting Influencers #Podcast with…

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Paul is an Executive Coach with the Irish Stock Exchange for companies preparing for IPO. He is also a Fellow of The Chartered Institute of Management Accountants and a Fellow of The Institute of Management Consultants & Advisors. You can call him on +353 86 810 8548 or contact him below:

Paul on LinkedIn

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Guy Pearson is the CEO & Founder of accounting onboarding platform Practice Ignition. His mission is to turn it into the single point of collaboration for small business owners and their advisors. He is an entrepreneurial accountant that is passionate on removing bottlenecks from business processes in order to achieve scalability.

Prior to Practice Ignition, Guy started (and still sits on the board of) one of the world’s first cloud accounting practices – Interactive Accounting. Doubling down on the change in the industry, he also invests into the technology around the industry with 10+ angel investments. Shownotes:

  • How the global onboarding software platform Practice Ignition came about
  • A great elevator pitch technique for answering ‘what do you do?’with something like accounting software
  • A global perspective on what kind of shape the accounting profession is in internationally
  • Two big drivers for the accounting profession are in real time banking and online taxes
  • Examples of how countries like China and Brazil log and serialise all B2B revenue
  • We’re at the tip of the iceberg with AI and ML because of the need for structured data
  • We’re close to the movie ‘Short Circuit’ than ‘I-Robot’ or ‘Terminator’ when it comes to what AI is doing in accounting
  • Tech is more of an evolution than a revolution in the accounting world
  • Nobody cares about or values repetitive processes or transaction efforts – they value the outputs of those
  • The easiest way to measure ROI on taking your whole 50 strong team to Bali for a working holiday
  • The role of staff retention and engagement in providing a rich source of quality new employees
  • How the power of a USP or niche positioning makes a good accounting firm great
  • The one drawback for an accounting firms that just sticks to compliance work and tax
  • Why it’s hard for accounting firms to differentiate themselves
  • What makes the good accountants great in today’s business world
  • Good accounting firm bosses put in the right systems, training, clients and processes to make their people run 10% faster every month
  • The big misconception between art, science and pricing in accounting firms
  • The difference between fixed and value pricing for accountants
  • Advisory for accountants is where there are more needs of clients that are not being serviced beyond compliance
  • If accountants help their clients grow, then the amount of compliance work will also grow
  • Numbers are great but numbers without context are useless
  • How funding changed the game for Practice Ignition and what it allowed them to do
  • What shapes decisions like bringing in experienced leaders without ego to drive a company
  • forward
  • Funding and extra resource should be more for innovation than to merely increase efficiency
  • Skunkworks is the ability to take a problem and put resource towards solving it
  • The pain of early start up funding, borrowing from family etc – Practice Ignition went through the familiar entrepreneurial journey
  • Shout out to Michael Wood, co-founder of Receipt Bank for playing a part in the Practice Ignition success
  • What it might take to bring on 130 people in your company over the next 15 months – almost 10 new hires a month
  • The tech entrepreneur’s journey is not always glam and exotic – it’s often a life on the road
  • What’s coming up for the accounting world now that we’ve moved to the cloud
  • What Guy Pearson plans to be doing in five years from now….

'We're closer to the movie 'Short Circuit' than 'I-Robot' or 'Terminator' when it comes to what AI is doing in accounting' says @guy_pearson on the #Accounting Influencers #Podcast with @therobbrown https://wp.me/p9RNgp-25A #accountex…

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Guy is a big believer in technology over outsourcing where possible and suitable. With a background in accounting in public practice and a self-taught knowledge of technology, he believes that any business can achieve a single point of truth for their ownership in dashboard form in order to makes decisions on which levers to pull and push.

When not working, Guy is getting into the ocean, yoga, gym and spending time with my partner and family. You can call him on +61401102606 or contact him below:

Guy on LinkedIn

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Chris Bensted-Smith

Chris Bensted-Smith started his career working for an investment firm. He left soon after discovering the opportunity digital marketing presented to small businesses and the direct correlation it could have on the bottom line. He specializes in SEO and paid advertising for accountancy firms and will continue to do so whilst they remain the most effective solutions for generating consistent streams of new business. Shownotes:

  • Accounting firms lack the resources and expertise to keep on top of modern digital marketing methods
  • There are dangers for accounting firms who try to do digital marketing for themselves
  • The importance of using email campaigns to enhance the digital marketing of accountants
  • How legal indoctrination helps turn accounting prospects into accounting clients
  • Handling the concern that Facebook is social but accountants want business clients
  • B2B and B2C are terms of the past because these days it’s all B2P – business to people
  • Facebook is significantly cheaper to market on than LinkedIn
  • LinkedIn is where most accountants and their clients live but they’re also all on Facebook
  • The mysteries begin the data that Facebook knows about its users
  • It’s incredible how specific you can be in targeting specific people on a platform like Facebook
  • Facebook beats LinkedIn for millennials as there are far more on there under 50 years than over
  • Traditional marketing methods like PR, cold calling and networking are not as effective as digital marketing
  • Digital marketing lowers cost of client acquisition for accountancy firms
  • The power of ‘lookalike’ audiences to create a list of accounting firms prospects
  • The kind of marketing budget accounting firms would need to generate business leads on platforms like Facebook
  • The difference between a general digital marketing agency and one that specialises in accountants
  • There is a flaw in accounting firm marketing methods like surveys, questionnaires and client interviews
  • It’s vital for accountants not just to generate leads but convert them into new clients
  • The foundations an accounting firm needs to know they are capable of taking on more clients
  • Many accountants have a negative mindset that Facebook won’t work for them, and it’s not substantiated.

When not working, Chris is an avid rock climber with plans to scale El Capitan. He’s also an enthusiastic cook and used to work as a chef in his spare time. You can call him directly on +44 7759304494 or below:

Chris on LinkedIn

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Markus Mantere

Markus Mantere is Deputy Managing Director of Arkimera Robotics, a deep technology company based in Sweden. At the very front line of accounting tech innovation, he is convinced there is a place for people with skills and knowledge in the future of accounting – and that emerging technologies with give these very people an edge.

His background is in sales. Before joining Arkimera Robotics, he was on a journey to digitise Swedish healthcare at pharmacy E-commerce start up success ApoEx. Going from five people in a small room to an annual turnover of £250m in just five years, he knows a bit about growth. He is a strong believer in a combination of two focus areas: (1) Building great relations with customers while (2) keeping your tech stack top notch. Shownotes:

  • How robotics helps accounting software to perform more efficiently
  • The definition of self learning technology when it comes to accounting software
  • Why self learning is a better description than artificial intelligence
  • How Tesla creates autonomous self driving vehicles using self learning plus human intelligence
  • How accounting software learns greater accuracy by observing data sources and the human interaction with it
  • Receipt apps and similar accounting softwares heavily use machine learning algorithms and automation to predict human behaviour
  • Will self learning software replace or empower accountants?
  • How technology has replaced sales people but has also increased demand for them in the accounting and software world
  • How to increase demand for your skills and expertise in a technology driven world
  • There is a cost to making accounting software so easy to use that anyone can work it
  • There is no learning curve with self learning accounting software as it teaches itself
  • How self learning accounting software leads to more end value for accounting and bookkeeping clients
  • Accounting software companies need self learning experts whose skills are hard to replicate inhouse
  • The accounting profession’s use of AI is comparable to other industries
  • There’s a thick jungle of marketing buzzwords around robotics, IA and self learning in the accounting world.

Discover the world of robotics and self learning in accounting software in this fascinating interview with @EnarMantere and @therobbrown on the #Accounting Influencers #Podcast #accountex #accountinginsight

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When not working, Markus is a city kid turned hobby farmer, spending his out of office ours on the island of Öland. The move away from Sweden´s capital Stockholm offered new lessons in life; switching the suit and tie to farmers boots while taking care of chicken, geese and steers. The mission to become self-sustainable on vegetables succeeded within two years and combining cutting edge technology in the daytime while cleaning out the chicken coop in the evening proved to be a perfect balance in life.. You can call him directly on +46706871891 or below:

Markus on LinkedIn

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Dermot Hamblin

Dermot Hamblin is a formidable track record of leading and selling in the accounting world. His experience covers several business sectors; SaaS software, professional services and martech. A pioneer in creating and leading teams for companies in growth mode, he has been the first man on the ground for three companies setting up offices in the UK; one Australian, one Irish and one Bulgarian.

He has worked in owner-occupied, VC backed and multinational corporate environments, and the one point connects all of the businesses above is ambitious growth plans. Dermot is currently helping ProfitPro grow and launch their incredibly successful template for helping Irish accountants into the UK. Shownotes:

  • Many sole practitioner accountants are struggling in today’s competitive and changing accounting marketplace
  • An assessment of where the accounting software and technology space is at this time
  • The pace setter firms are racing ahead, making quick decisions and executing quickly on their implementation of strategy
  • Fast moving technology is not having the disruptive effect many expected in accounting as firms are slow to adopt
  • Why many tech projects in accounting firms fail due to failings from firm leaders
  • Software vendors are an easy target for slow adoption of tech but actually they provide huge support and education to accounting firms
  • There is a gap between accounting firms in Australia and New Zealand which is down to several factors
  • Shout outs to Carl Reader, Will Farnell and Paul Bulpitt who are leading the most progressive and innovative UK accounting firms
  • The first decision accounting firms should make when using tech is whether there is an efficient manual way to get the job done
  • How the younger accountants are driving cloud projects forward in accounting firms
  • An example of how to win pitches against bigger, more established accounting firms
  • Can accountants sell? No, because many still perceive selling as being bad
  • Unless accounting professionals can sell, they won’t have any success as a business person
  • Accountants are coming under attack from business coaches who say ‘don’t work with accountants because they have limited commercial experience’
  • Accountants are really only a trusted advisor when their clients are proactively calling them up and asking for advice
  • Accountants don’t need to know everything about everything to delivery services beyond compliance
  • Accountants are better placed to deliver strategic planning for clients than they are app advisory
  • Shout out to John Thompson for helping accountants deliver advisory services
  • One of the essentials for delivering growth in an accounting firm is a good CRM system
  • Shout out to Des O’Neill of OmniPro who understands the problems and pains of accountants in Ireland and beyond
  • The benefits of Profit Pro for accounting firms who want growth
  • The accounting partnership model will decrease in popularity and firms will become much more business like in the future
  • The rise of the data scientist in the accounting world in an era of AI and machine learning
  • Accountancy firms will need to get better at selling themselves and training their people to sell.

'Unless accounting professionals can sell, they won't have any success as a business person'' says @LangdonHamblin with @therobbrown on the #Accounting Influencers #Podcast #accountex #accountinginsight

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When not working, Dermot is an active squash player and a West Ham Utd football fan. You can call him directly on 07748 776252 or below:

Dermot on LinkedIn

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You can also check out the ProfitPro Accountants Growth Formula seminars:

https://theprofitpro.com/accountants-growth-formula-masterclass-uk

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Andrew Hunzicker and Naomi Granger co-founded Dopee CFO. Together, they have built a national cannabis accounting/bookkeeping training program to help accountants in over 40 US states navigate and thrive in the rapidly developing cannabis industry.

They are world leading experts in cannabis startups, providing CFO services, turnaround and high-growth strategies, capital sourcing, mergers. exits and wealth protection. In the US, cannabis is legal in 31/50 states, with 9397 legal cannabis growing licences and a predicted $70bn economic impact by 2021. So this is a massive growth area for accounting services. Shownotes:

  • The reactions being 'in cannabis and accounting' gets at dinner parties and networking mixers
  • Big mistake many accounting firms make is thinking they can serve everyone
  • Cannabis is approaching legality in all 50 US states
  • Shifting cannabis from black market status to legal has positive benefits for higher employment, lower crime and tax revenue
  • The cannabis industry brought 211,000 new jobs to the US in 2018
  • The power for accountants to pick one niche and become an expert in it
  • Accountants are losing out due to increased competition and technology, and so are being seen as a commodity
  • The accountant's role has become more remote over recent years, with more and more obstacles to accountants actually spending time with clients
  • Accounting fees are being squeezed both ends with compliance and also the competition for advisory work from business coaches and others
  • The many knowledge areas accountants can help their clients in and be a trusted partner
  • Generalist accountants don't have the insight and knowledge that comes from going deep in a particular area of expertise
  • The cannabis journey from seed to end user - it's so much more than smoking pot these days
  • Why cannabis companies (and those in any niche) need a trusted accounting advisor to navigate the tech, the legislation and the opportunities
  • The VIP model of becoming a stand out accounting expert in any niche
  • What a world class accounting education program looks like
  • The role of mindset and motivational coaching with any education al program for accountants
  • Why the cannabis niche is lucrative and underserved so their accounting advisors are running very profitable practices
  • Guidelines for picking a good niche for your accounting practice

Background on cannabis and accounting: Accounting in and of itself is a challenge because software is truly lacking and doesn’t cater to the specific needs of cannabis businesses. Quickbooks and other accounting software do no have a chart of accounts tailored to cannabis entities for example. There are four sub-industries in cannabis: farming, food production, chemical manufacture, and retail, and many cannabis companies involve all 4 of these. Additionally, most set up complex multi-entity structures, use cost and consolidated accounting, and have complex inter-company transactions.

To serve them well, a bookkeeper or accountant needs to understand these industries, cannabis, the state/federal issues, and have a good work papers. In addition, there are even more industry issues such as lack of banking, complex software, state seed to sale tracking, cash management issues, investor reporting, GAAP accounting and inventory management. Larger accounting firms at this point in time are not heavily involved in cannabis, meaning these multi-million dollar operations must find smaller firms that are willing to help them with their accounting.

Contact Andrew or Naomi directly:

Andrew on LinkedIn

Naomi on LinkedIn

Dope CFO on Twitter

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Baruch Lev

Baruch Lev is the co-author with Feng Gu of “The End of Accounting and the Path Forward for Investors and Managers.” He is Professor of Accounting and Finance at New York University Stern School of Business. In his current position, Professor Lev teaches courses in accounting, financial analysis and investor relations. He is an outspoken critic on the decreasing relevance of traditional financial reporting and the damage this does to society, investors and the companies themselves. Shownotes:

  • Why we should question the usefulness of financial reports
  • Why the forceful bodies that set accounting standards are rarely challenged and
  • Why stakeholders prefer the status quo over advancement
  • How the book ‘The End of Accounting’ got its title
  • Why the accounting profession is currently in a terrible shape
  • There have been no significant changes in accounting standards in the last 45 years, to the detriment of the profession
  • Why there is so little change in the way accountants work, and why this is bad
  • Too many large corporations and accounting standards influencers favor the status quo and not transparency, disclosure and change
  • Financial reporting has become much more complex in language and readability
  • Why financial reports rarely reflect the true value of a company
  • The impotence of earnings – why it is not a predictive measure of company health
  • As little as 5% of a company’s stock price appears in the financial reports
  • Why there will never be a unified set of accounting standards globally
  • The UK and US accounting standards boards are converging,though the UK is slightly more progressive
  • Investors get hurt by poor financial reporting, and can even be deceived
  • In the US, 70% of pharmaceutical and bio-tech companies are reporting losses because of how R&D is represented in the accounts
  • Managed money (by hedge funds etc) is doing very poorly which explains the massive migration of investors from managed money to index funds
  • Poor financial reports hurts investors and hurts the companies themselves
  • There should be two kinds of financial statements issued by companies and corporations
  • The unpublished accounting information of subscription based companies like Netflix that truly predicts future performance
  • There is a big difference in financial accounting reports between what is voluntary and what should be mandatory to reveal
  • Tax lawyers won’t fight against the complexity of tax law as it makes them money – accountants are the same with accounting rules
  • It’s embarrassing to teach MBAs in the 21st century an accounting system that existed 100 years ago
  • The single biggest reason there is very little appetite to change accounting legislation from policy makers and governments
  • Why the broken system of accounting reporting hurts society
  • What will happen to financial accounting reporting in the next 10 to 15 years
  • Information about intangibles (IT systems, brands, human resources, training, R&D) needs to feature in accounting financial reports
  • How can an audit of something that is no longer useful continue to flourish for accounting firms?

'Tax lawyers won't fight against tax law complexity as it makes them money - accountants are the same with accounting rules' says bestselling author of 'The End of Accounting' @lev_baruch on the #Accounting Influencers Podcast…

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Professor Lev has been with NYU for more than ten years. He was formerly with the University of Chicago, University of California, Berkeley (jointly at the business and law schools), and Tel Aviv University, where he had been the dean of the business school. Lev has extensive experience in public accounting, finance and consulting and served on various boards. He won many scholarly awards and prizes, including two honorary doctorates, and testified several times before congressional committees. Lev authored five books and more than 100 research papers published in leading academic journals. Contact Baruch directly:

Baruch’s ‘End of Accounting’ Blog

Baruch on Twitter

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Foa an excellent review of Baruch’s book by the brilliant Ron Baker, who has also been a guest of the show here, check out this great piece on LinkedIn: The End of Accounting: Book Review.

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Rhondalynn Korolak help accountants attract better and higher-paying clients by making the shift to value-priced advisory engagements. She teaches them how to put strategies in place to grow their practices, deliver value and impact for their entrepreneurial clients.

She is the leading expert on neuroscience and neuroplasticity as they apply to cash flow, advisory services and value pricing. This involves harnessing the insights from neuroscience and the power of mindset to gain leverage with clients and influence them to take action. Shownotes:

  • Trusted advisors have conversations with clients to gain leverage which inspires them to take action
  • If accountants are calling themselves a trusted advisor, they’re probably not one
  • Leverage comes from helping people understand the cost of continuing to ignore a situation or problem
  • Leverage is a mechanism for accountants to price more effectively and position advisory services
  • Some accountants think a dashboard is advisory but it’s really just a tool
  • The problem many accountants have with advisory is that it needs selling – something accounting people don’t do well
  • Accountants can be better at selling if they reframe it as influence and leverage
  • Do you know what differentiates an accountant from a business advisor?
  • The skills accountants require are different and even polar opposite to advisory skills
  • Accountants need to rewire their brains to think like entrepreneurs – this requires some neuroscience
  • Even if compliance isn’t a burning platform for accountants, it’s still getting harder to make money from it
  • What it means to be an accountant is different to 20 years ago, and the profession needs to recognise this
  • App fatigue is real, and makes it difficult for generalist accountants who don’t or won’t niche
  • Listen to what accountants really should be doing and should be getting paid for
  • Why selling and sales are not positive words for accountants and how they can get over it
  • What do do as an accounting advisor when you provide your clients with solutions but they don’t take action
  • Are all accountants cut out to be advisors? Is it skills, personality or brain wiring?
  • The initial steps for accountants to move away from compliance into more advsory services
  • How accountants can sell advisory internally to overcome negative old fashioned legacy systems and culture
  • 93% of accounting clients are financially illiterate and so cannot read reports and dashboards
  • The one skill accountants must master to really sell and deliver lucrative advisory services to clients
  • The importance of moving from accounting to accountability – the advisory service does at stop at giving the advice
  • The big reason accountants are NOT under threat for advisory work from business coaches and marketing consultants
  • What accountants must do to earn the right to win advisory business from their clients
  • Wise words of encouragement for accounting professionals who want to take the first steps in winning advisory work.

Contact Rhondalynn directly:

Rhondalynn on LinkedIn

Rhondalynn on Twitter

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Bob Harper

Bob Harper left Price Waterhouse to pursue a more entrepreneurial journey working with small businesses. His core purpose is to improve the lives of business owners and has created a suite of tools to support accountants with business advisory work. He believes accountants need to master two new skills to be successful with business advisory; sales and strategy execution.

In this interview with podcast show host Rob Brown, Bob shares his thoughts on a range of topics including how accountants can have better meetings and drive better results. Shownotes:

  • Compliance has never been more profitable for accountants who know what they’re doing
  • Why technology is too slow to do what accountants need it to do – Xero, for instance, doesn’t do all the things it’s supposed to do
  • How accountants cope with change, particularly in the area of technology
  • The role of accountants hasn’t really changed over the years – it’s still compliance with some trusted advisor elements.
  • Technical knowledge makes a good accountant, but a great one requires better soft skills and non-technical expertise
  • Why accountants are actually better at selling than they think they are
  • The problem accountants have with selling is belief – many don’t believe they are good at it and they don’t actually believe they should be selling
  • To be a great accountant, you’ve got to be different, and using ‘personality’ is the best way to do that
  • When it comes to compliance vz advisory, one is order-taking, the other is selling
  • Selling is a conversation for accountants, and proposal/advisory software hinders this because it’s brought out of the box too early
  • If there are no consequences of an accountant not selling or bringing in new work, then why should they?
  • The best way for an accounting leader to get their people to sell better generate more business
  • Accountants are great at building the business plan but they don’t have a methodology for executing
  • Business and busyness get in the way of change for accountants, and ‘the billable hour’ can get in the way
  • Fixed pricing based on today’s environment and adding more profitability to clients is what’s working for accountants
  • Best practice for more accounting advisory work – use the time technology creates for you to spend more time with and on clients
  • Personal cashflow is more important than business cashflow – this is at the heart of advisory for accountants
  • The effectiveness and quality of meetings is what drives business, yet most are pretty unproductive
  • Lead Huddle is new meeting software that helps accountants set proper agendas for all kinds of meetings
  • How accountants set and run a meeting agenda affects their personal brand
  • There are many dangers for accountants in NOT using meeting agendas
  • The power of crafting and asking more and better questions to drive better meetings and conversations
  • Clients of accountants really want lifestyle more than profits and financial independence
  • How accountants can create a ‘value gap’ to generate business advisory opportunities
  • How accounting leaders can have better meetings and engagement with their employees
  • Why annual appraisals in accounting firms don’t work, and what to replace them with
  • What kind of accountant do you want to be and what do you want to be known for?
  • With the creative mergers going on, accounting firms can profitably widen their service offerings
  • Consistent and ongoing education helps accountants go from ‘good to great’
  • You need some imagination to think about what the world might look like in 10 years, then work this back to what you should be doing now
  • There will be no bookkeeping and less accountants in 10 years, so what will the bookkeepers and accountants be doing (it won’t be driving uber cars as they’ll be self driving!)
  • Why accountants should be more ambitious for themselves and their clients

'Personal cashflow is more important than business cashflow - this is at the heart of advisory for accountants' says Bob Harper with @therobbrown on the #Accounting Influencers #Podcast #accountants #accountex #accountinginsight

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When not working, Bob spends time with my wife, two girls and lots of pets. He watches sport and films, and enjoys going out for dinner and the odd glass of wine, beer and Pina Colada. Checkout Lean Huddle here and contact Bob directly:

Bob on LinkedIn

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Other show mentions you can look up:

The Four Disciplines of Execution (Chesney & Covey)

Traction (Wickman)

Profit First (Michalowicz)

Paul Armson IFAs

Leading the Way (FSB Report)

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Della Hudson

Della Hudson is the author of ‘The Numbers Business; how to grow a successful cloud accountancy practice’ which is not just an Amazon bestseller but went on to win the specialist book category in the 2019 Business Book Awards. She is the former owner of Hudson Accountants which she started from her kitchen table, grew and sold in 2017. Her team at Hudson Accountants were all part time from 10 to 30 hours per week.

Della now enjoys helping other accountants and bookkeepers to do better business (however they define that) by speaking, writing and coaching them over the different hurdles in their business life cycle. This year alone has seen her listed in the Practice Ignition Top 50 Women in Accounting, the Accountancy Age top 50 Women in Finance and consistently in the top 10 of the Avalara Accounting Top 100. Shownotes:

  • Many accountants are resistance to change and not as coachable as the should be
  • How she became an advocate for women in accounting
  • Women in accounting and women influencer lists provide role models for professional women
  • Why women don’t rise to leadership positions in accounting as much as they should and could do
  • There are are many reasons employees may seek part time work – it’s not just family
  • The intake of women in accountancy is 50% but at management and partnership levels, this drops to 25%
  • Women make sacrifices to be there for their children, many of which are around their career
  • The value of influencer lists, particularly for women in accounting
  • A meritocracy exists in that women in accounting and finance can progress on merit, but they do need to be able to put themselves forward
  • How girls outperform boys in schools but something changes in the workplace
  • How male champions of female causes can sometimes help the progression of women in work
  • What ‘stepping up’ involves for women in accounting
  • How women can build their network and profile better using social media
  • Offering flexible working is not easy or acceptable for some employers, which restricts career opportunities for women
  • How not offering part time work to women can result in greater competition to your accounting firm
  • Having a more diverse accounting workforce makes you more attractive to more diverse clients
  • Positive discrimination in accounting recruitment is patronising but needed in the short term until equality becomes the norm
  • Is accounting as a profession failing women?
  • Good women in accounting are disadvantaged in ways that good man are not
  • Obvious but having children impacts women in their career more than men
  • Accounting initiatives from ICAEW to make it easier for women to return to work after childcare
  • Why should an accountant have to work full time?
  • If you work hard and have talent, there should be no barriers in any profession
  • There is less active prejudice against women in the accounting workplace, though it is still present
  • Flexible working is not just about parenting – there are other reasons for not wanting full time work
  • Tips for women who want to step up in accounting and be a better role model
  • What’s so difficult for accounting firms to offer remote of flexible working – you either trust your people or you don’t?

'What's so difficult for accounting firms to offer remote of flexible working - you either trust your people or you don't?' asks @DellaHudsonFCA with @therobbrown on the #Accounting Influencers #Podcast #accountants #accountex…

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When not working, Della insists on having a decent balance and completes triathlons through sheer willpower. She continues the coaching theme as an athletics coach at North Somerset Athletics Club, working with teenagers to achieve their full sporting potential, whatever that is. A few years ago England Athletics ranked her as the 20th fastest woman in her age group over 400m hurdles. (There were only 22 women in the ranking!) and she has represented two different countries in cross country running and smallbore rifle shooting but denies that Ben Affleck consulted her before his role in ‘The Accountant’. All this sporting activity is balanced by a love of food. Della enjoys both cooking and eating with friends but is, overall, a self-confessed tea addict. Contact Della on her website or directly:

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Nick Sinclair

Nick Sinclair is Chairman of The Outsourced Accountant, overseeing 1300+ team members spread across the US, Australia and Philippines. He is one of the foremost experts in outsourcing, offshoring and building global teams for accounting firms. He has spoken to over 15,000 accountants from around the world on the many topics around attracting, managing and retaining a business’s biggest asset, their people. Shownotes:

  • Why it’s an exciting time to be in the accounting industry, and how North America are driving some great changes
  • So many good accounting firms don’t become great because they don’t run their firm like a business
  • The accounting firms and companies that win are the ones who focus on their people
  • Many accounting firms claim their biggest challenge is finding enough of the right people to drive growth
  • Going from no staff to 2000 in 5 years shows the growth for outsourced accounting services
  • It’s not just finding but retaining staff that’s a problem for many companies
  • Unemployment in accountancy is very low, meaning there is a small labour market to draw from as everyone has jobs
  • How a low barrier to entry in starting an accounting firm is affecting the talent pool
  • Why compliance in accounting is actually growing and not dying
  • What technology is enabling accountants to do is changing the their role
  • The #1 reason very few accounting firms implement technology to its full capability
  • How short term thinking restricts accounting firms from growing sustainably in both revenue and headcount
  • How outsourcing helps accounting firms build capacity
  • Better questions an accounting firm can ask when wanting to improve their capacity to deliver
  • Two big reasons why in the age of technology and automation it’s still vital to focus on people
  • Millennials are one of the hardest working generations if you know how to manage them
  • Accounting firm leaders and owners – if you had to start your firm again tomorrow, would you re-hire all of your current staff?
  • The difference between offshoring and outsourcing for accounting firms
  • The most in demand role asked for from outsourcing companies by accounting firms
  • The two reasons an accounting firm would go to an outsourcing company rather than a local recruitment firm to source new staff
  • Myth – if you outsource accounting capacity, you adversely affect the growth of your inhouse staff
  • The mindset shift of wanting someone to sit and work in your office to sourcing capacity from the other side of the world
  • Why the workforce and talent pool in Asia is significantly more advanced than what accounting firms can source locally
  • How to handle the objection from clients that they don’t want their accountancy work done by people overseas
  • Most firms spend less than 10% of their time focusing on their people
  • Outsourcing capacity frees accounting partners up for what they should be doing – leading and coaching, business development and providing value for clients
  • Proof that outsourcing is not a fad and is in fact a high growth industry
  • What an accounting firm needs to focus on to maximise it’s efficiency and the value it can create
  • 10% of accounting firms employ 15-20 people
  • The first steps accounting firms should take in beefing up their capacity to deliver more revenue and value.

'Millennials are one of the hardest working generations if you know how to manage them' says @nickqsinclair with @therobbrown on the #Accounting Influencers #Podcast #accountants #accountex #accountinginsight

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Nick has sat on the QLD Board and APAC Regional Committee for Entrepreneurs Organisations, a dynamic, global network of more than 12,000+ business owners in 57 countries. Outside of work, Nick is a passionate snowboarder as well as spending over 10 weeks a year travelling the world finding new travel experiences with his wife and family. Contact Nick directly:

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Helen Pretty

Helen Pretty is a CIMA qualified Accountant specialising in Management Accounts within the manufacturing industry. Since her qualification, she has worked as a mentor on the CIMA mentoring programme, supporting and coaching qualifying accountants with their studies and career development.

In 2018, Helen setup her own coaching Business – Pretty Successful Careers – to support and coach qualifying accountants to successfully pass their exams, move up the finance career ladder and get that accounting job of their dreams. Shownotes:

  • More and more people are starting accounting qualifications but not finishing them
  • Accounting bodies are encouraging students to take more accounting qualifications more often
  • The role of a mentor or coach in helping accountants pass their qualification exams
  • The journey from wanting to be an accountant to become qualified, particularly if you are working and studying at the same time
  • The choices accountants have with the different accounting associations and governing bodies
  • Although double entry bookkeeping is less relevant for accountants in an age of automation, the theory of accounting qualifications remains the same
  • What makes a good accountant great and takes them to the next level
  • The difference between going into industry and going into an accounting firm to qualify as an accountant
  • The support packages available for would-be accountants are varied and there is much room for improvement
  • What’s different for women qualifying and being successful in an accounting career
  • What stops managers leaders in industry and accounting firms from helping and mentoring young entrants to succeed in their work and studies
  • How young accounting professionals can take the first steps in reaching out for help and mentoring
  • How you can best support students and qualifiers who are going through their accounting exams
  • The role of confidence in successfully passing difficult accounting exams and what specifically builds it
  • The importance of continued professional development (CPD) for newly qualified accountants
  • Things you can give your qualified accountants if you want them to stay and not to move on
  • Why the finance team is of vital importance in a business, and why the wider perception of the function doesn’t always help
  • How the data driven nature of accountants is sometimes at odds with the need to develop relationships
  • Getting your letters – how qualified accountants can benefit from ongoing career mentoring

As well as a positive and enthusiastic attitude, Helen loves to focus on plans and strategy to make the most of her life, career and personal experiences. She takes every opportunity to travel the world (sometimes with her lovely but slightly crazy cavalier king Charles spaniel) and she always takes her camera with her to capture every moment. Contact Helen directly:

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Alex Low

Alex Low is a change consultant for professional firms. He advises accountants on topics such as social selling, digital transformation, sales and marketing online and engaging more using digital. He has over 15 years sales experience, lead social selling programmes for an International Law firm and Global Commercial Real Estate firm.

He is the Professional Service lead at DLA ignite and is at the forefront of understanding the latest technology platforms and how they can be used in a social context, including AI & Machine Learning. He has been featured in LinkedIn case studies talking on social selling and the real world benefits organisations can achieve leveraging the technology and processes in the 21st Century. Shownotes:

  • What digital transformation means in the real world
  • Accountants only talk a very good game when it comes to digital transformation
  • Social media is not just about cute cats and posting pictures of your latest pizza
  • Social selling is business development and sales/marketing for the 21st-century
  • Social selling challenges traditional sales approaches, especially for accountants
  • Digital in simple terms is technology and in sales and social selling, the outcome remains getting business meetings
  • Some progressive accounting firms are embracing digital transformation – Kingston Smith’s website now allows voice search
  • PWC now have a practice focused on drone technology
  • Change takes time and people fear it, which is why culture is slow to adopt digital transformation
  • Professional service firms like accountants have a fixed mindset (see Carol Dweck) which makes them slow to change
  • People still buy people and that hasn’t changed in this age of digital transformation, but more and more people are communicating online
  • Buying behaviours are changing – people don’t like being sold to, they do their own research and ask their trusted network
  • LinkedIn is one of the most accepted and professional business to business selling platforms
  • People used to buy by word-of-mouth – this has now just moved into the social media arena
  • Our attention span is diminishing technology and we are becoming more and more lazy – this is why we save time asking others for recommendations
  • Amazon has reprogrammed the way people buy in the 21st-century
  • Google are blocking 100 million email marketing messages every day and marking them as spam – people do not like being interrupted
  • 4.3 billion people in the world are now online and over 2 million have installed ad blockers on their email, so the majority of paid-for advertising is not working
  • Social selling is 21st-century lead generation – it creates awareness and starts conversations
  • Tips to help accountants dip their toes into the world of social selling
  • Attention is a currency so any social media activity must cut through the noise
  • The power of hashtags to label your conversations online and create engagement
  • How Microsoft (who own LinkedIn) are trying to drive engagement
  • The role of the marketing team in shaping social media approaches for individual accountants
  • Permission and fear are some of the biggest challenges that prevent change happening in accounting firms
  • How EY are trying to change the partnership model of accounting firms from a pyramid to more of an ecosystem.

'#Accountants only talk a very good game when it comes to digital transformation' says #accounting social selling expert @alexander_low on the Accounting Influencers Podcast #accountex 'accountancy #advisory #accountinginsight

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Alex Low

When Alex is not working, he geeks out over BBQs, and loves both skiing and heli-skiiing. He met the Queen last year and his Great Great Uncle invented the tank. Contact Alex directly:

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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. Shownotes:

  • Why Ed truly does have the best job in the world at Sage
  • 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
  • Andy Grove of Intel – the biggest threat to disruption is not new technology but new business models
  • How Apple changed the business model for the way people acquired music
  • Why Darwin is misquoted because it’s not survival of the fittest biggest – it’s survival of the most adaptable
  • Adaptability should be a key strategy for progressive accounting firms – seeing what’s coming up on the horizon
  • The starting strategy question should be ‘how are we going to create value for companies and people that we serve in the future five years from now?’
  • Putting too much emphasis on different generations in the workplace is like ‘astrology for business’
  • Profits come from taking risk – if you don’t want to take a risk, put your money in government bonds and play safe with a 2% yield
  • The 3 types of risk that businesses can take (courtesy of Peter Drucker) and why they are hard to identify
  • The reason why many accounting firms are not ready to move to the cloud is because their current systems are serving them perfectly well
  • 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
  • The benefit conversation and the value conversation in drawing out value from clients
  • Great question – ‘What’s the evidence you have that this is a problem?’
  • In the next 5-10 years we will see the virtual elimination of compliance work
  • Accountants are positioned well for advisory, but bookkeepers are positioned even better because they have the relationship skills

'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

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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 www.edkless.com and you can contact Ed directly:

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Mark Lee

Mark Lee is a chartered accountant who spends much of his time researching, writing and speaking about what accountants need to do to survive, evolve and thrive into the future. During his career in practice he worked for all sizes of practice and was a partner at two top firms. In 2006, Mark moved from practice work to focus on those elements of his career that he most enjoyed – speaking, writing and mentoring.

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. Shownotes:

  • Why it’s hard to define what shape the accounting profession is in right now, because it’s not one group
  • What young people want now in the accounting profession is different to days gone by
  • What makes a good accounting firm great is the same the small and large firms – it’s about looking after clients despite the rapid pace of change in accounting, it hasn’t predominantly affected the service that clients want from their accountant
  • The accounting client doesn’t care how quickly or slowly the work gets done providing it is done on time
  • There is a fundamental reason why people use accountants, and that’s because of a legal obligation to be compliant
  • What accountants need to do to advance in the accounting profession (it’s not about technical skills)
  • The biggest challenge that virtually all accounting firms are facing is recruiting enough of the right people
  • Many accounting firms recruit for technical skills but they must train key business skills beyond the CV
  • The mistakes accounting firms make when training their staff and partners
  • Why training business skills in accounting firms needs ongoing coaching to make it stick
  • Accountants will find it hard to progress in their career without a broad range of business skills beyond their technical expertise
  • The three timeframes and accounting futurist works on, and the point beyond which making any predictions is just wild speculation
  • Over the next five years, accountants will be competing with external management consultants, business coaches and mentors and better skilled accountants
  • The AI in accounting software will mean that many start-up businesses actually don’t need an accountant in the early stages
  • With client churn, accountants increasingly need to develop the skills to replace them and win more business
  • Why much of the current M&A activity in the accounting market will not be successful
  • The accounting profession advances because of what clients want and not because of what suppliers think they want
  • Why there is limited appetite for accounting firms to change, particularly at the top
  • What the best accounting firms will have to do to future proof
  • The slow demise of the generalist accountant who is not prepared to specialise or focus
  • Key business skills are robot proof and must be developed if accountants are going to survive and thrive the coming years of disruption

'#Accountants will find it hard to progress in their career without a broad range of business skills beyond their technical expertise' says #accounting futurist @bookmarklee on the Accounting Influencers Podcast #accountex #advisory…

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Mark was once described by Accountancy Age magazine as “probably the most networked accountant in the UK”. He is now consistently identified as one of the most influential accountants online. He is very active on social media but often debunks the way this is over-hyped to accountants. Mark is also a proud Fellow of the Professional Speaking Association and Treasurer of The Magic Circle – which probably means he is the only truly magical speaker in the UK accountancy profession. Contact Mark directly:

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Rhondalynn Korolak

Rhondalynn Korolak help accountants attract better and higher-paying clients by making the shift to value-priced advisory engagements. She teaches them how to put strategies in place to grow their practices, deliver value and impact for their entrepreneurial clients.

She is the leading expert on neuroscience and neuroplasticity as they apply to cash flow, advisory services and value pricing. This involves harnessing the insights from neuroscience and the power of mindset to gain leverage with clients and influence them to take action. Shownotes:

  • Now is not the first time the accounting industry has faced disruption – think back to when desktops first came on the scene and clients now wanted to own their data
  • Because disruption is technology focused in the accounting world, it’s easy for accountants to get too caught up in the tech
  • The solution for accountants facing disruption is ‘high touch’ not ‘high tech’ and that’s where the opportunities lie
  • Accounting’s margins are being squeezed from 25% to 14% because tech can do things faster than humans, so there are less billable hours an accountant can charge for
  • Many accountants feel it’s all about marketing and branding when it comes to generating more revenues, but the problem is actually the pricing
  • Pricing is the point where you exert pressure in your business to gain leverage on your clients
  • Accountants, there’s no point marketing yourself to get more clients who don’t pay you for the value you create
  • The difference between value pricing and pricing value
  • As Ron Baker says, value is perception, an emotion and not an number
  • You can sell more widgets at $39 than $20 because of the psychology of the number 9
  • Because pricing is to do with numbers, accountants naturally think they’re good at it
  • A big mistake accountants make in pricing is ‘premature quotation’ – they should ask better questions to uncover what’s important to clients
  • Clients will only pay pennies for features and benefits, but any price for the solution to their problems
  • 90% of businesses have cashflow issues and that’s the pain that accountants can speak into with value
  • The skills that have made accountants successful (sharing knowledge, giving answers) are the polar opposite of what makes a great business advisor – asking questions and collaborating with clients
  • If an accountant’s clients are price sensitive and cost-conscious about accounting services, it’s probably because the accountant has educated them that way
  • Fixed pricing gives certainty but we live in uncertainty and it’s a big mistake for accountants
  • Pricing apps may look good but they can’t simulate a conversation with clients, so they’re not helpful for anything but presenting a proposal
  • The two biggest obstacle for accountants in not pricing properly is fear and the knowledge or process of a proper conversational structure
  • Clients are already in pain – the accountant’s job is to explore what that pain is costing the client
  • Timesheets keep accountants stuck in time based pricing, which is a big mistake
  • Why profitability is not the right measure for an accounting firm – there are much better metrics
  • How to get a signed copy of Pricing Value and the accompanying workbook
  • You can’t learn to swim by reading a book in swimming – you just have to take the plunge
  • Trusted advisor is a trigger word for accountants that doesn’t work for some people
  • If you’re doing all the work, you’re not an advisor – you should be inspiring clients to take action
  • For accountants, leverage comes from helping clients understand the cost of continuing to ignore a problem they need help with
  • Accountants don’t need to know how to sell – they just need to be more comfortable with creating leverage and value
  • What differentiates an accountant from an advisor – the skills are almost black and white
  • The brains of accountants and entrepreneurs are wired differently, but both can rewired to work differently
  • What it means to be an accountant is not the same now as it was 20 years ago
  • The damage that ‘app fatigue’ – there are 45 advisory apps already and it’s growing every week
  • The power of niching for accountants, particularly in delivering app advisory
  • Advisory is not selling reports – the client only cares about results
  • Accountants are not comfortable with selling but very tuned into helping and even coaching
  • The one thing accountants are missing out on when their clients don’t take action on the advice they’re given
  • A dashboard is not advisory – it’s just a tool to help accountants bring results to clients
  • Accountants are not born advisors, but they can learn the skill set to serve clients better
  • The initial steps for an accountant to become a trusted advisor – it needs a pathway
  • How accountants can sell advisory internally, particularly where culture is an obstacle
  • Most clients are financially illiterate and can’t read dashboards, so accountants need to get better at telling the stories behind the numbers
  • Financial Foreplay by Rhondalynn Korolak teaches cashflow and working capital by telling stories
  • Non accounting business coaches and consultants are making money doing things that accountants should be doing
  • Tips for accountants who want to adopt more of an advisory role to their clients

'A big mistake accountants make in pricing is 'premature quotation' - they should ask better questions to uncover what's important to clients' says value pricing expert @rhondalynn on the #Accounting Influencers Podcast #accountex…

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Ron Baker

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. His radio show with Ed Kless goes out weekly is on the www.VoiceAmerica.com show: The Soul of Enterprise: Business in the Knowledge Economy. He is also the Chief Value Officer at Armanino LLP, the 23rd largest firm in the USA.

Ron has been an instructor with the California CPA Education Foundation since 1995 and has authored twenty courses, and seven best-selling books, including: The Firm of the Future; Pricing on Purpose; Measure What Matters to Customers; Mind Over Matter; Implementing Value Pricing; and The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, co-authored with Ed Kless. Shownotes:

  • Customers don’t care about the time you spend doing things, what they are about are the outcomes
  • Accountancy is not alone in struggling with the billable hour – any industry that sells time has challenges with pricing
  • The billable hour only looks at inputs, not outcomes, and takes no account of value
  • Value was first defined by economists and is the maximum amount a customer is willing to pay for an item
  • Value is not a number, it’s a feeling – accountants have a problem with non-quantifiable things
  • When it comes to value pricing, accountants have to be comfortable with ambiguity and psychology
  • Accountancy has a relevancy problem – it’s a deteriorating paradigm that becomes increasingly complex but explains less and less
  • If accountants think stock market investors are using their financial statements to make decisions, they are insane – it’s all too old and historical
  • The accountancy profession is stuck in a 100 year old business model of ‘we sell time’
  • With Value Pricing 1.0, pricing and packaging was customised for each client
  • The subscription business model is a massive macro economic trend which has a place in the accounting profession
  • Value Pricing 2.0 is more focused on not pricing a product or service, but rather the client relationship, transformation and peace of mind
  • Throughout commercial history, anytime a business model changes, the pricing strategies change and also the metrics or KPI dashboards
  • The growth of ‘concierge medicine’ in the US is basically selling insurance and peace of mind
  • How Porsche are using value pricing 2.0 with subscription models to their vehicles
  • Any profession or business can be turned into subscription model like Spotify, Amazon, Netflix or accountancy
  • Subscription models for accounting firms create predictable revenue and greater customer loyalty
  • We all buy insurance – it’s a 3.3tn industry, so why not buy accounting services in the same way to get peace of mind?
  • Amazon Prime members spend 7x more than non-Prime members – it was never about free-shipping but ‘buy everything here’
  • New accounting firms have no tolerance for the billable hour – 10 of the top US 100 accounting firms are using value pricing
  • Lawyers started timesheets and billable hours in 1919, and there has been little change in 100 years
  • How ideas, intellectual capital and knowledge separates the good firms from the great ones, so dynamic learning, innovating firms make great firms
  • Think what Amazon (and Facebook) know about you – knowledge of your clients gives accountants a competitive advantage
  • The best accountants or CPAs are always investing in their human capital – curious and constantly learning
  • Why accountants should find a new specialty every 5 years
  • Do you want to be led by someone who doesn’t read 50 books a year, because where are they getting their ideas from?
  • Why ‘The End of Accounting’ by Baruch Lev and Feng Gu is a ‘nuclear bomb and should be debated by the whole accountancy profession
  • How Ron Baker went from pro-choice to pro-life on the abortion issue
  • We learn more from people we disagree with and those voices of dissent who challenge your ideas
  • The conception of the Verasage Think Tank – an alliance or mastermind of thought leaders in professional services
  • How accountants can get started with a different pricing approach and a better client relationship
  • Not selling services, but creating annuities with a lifetime value that far exceeds whatever you paid to acquire them
  • Collective knowledge of your customers, which is a competitive advantage that cannot be duplicated

'If accountants think stock market investors are using their financial statements to make decisions, they are insane' says value pricing expert @ronaldbaker of @@verasage on the #Accounting Influencers Podcast #accountex #advisory…

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Ron has toured the world, spreading his value-pricing message to over 210,000 professionals. He has been named on Accounting Today’s 2001-2007, and 2011-2018 Top 100 Most Influential People in the profession; voted among the Top Ten Most Influential People in the profession in 2012-2018; selected as a LinkedIn Influencer Blogger; and inducted into the CPA Practice Advisor Hall of Fame in 2018. He graduated in 1984 from San Francisco State University, Disney University in 1997, and a faculty member of the Professional Pricing Society. He presently resides in Petaluma, California. Contact Ron directly:

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Heather Self

Heather Self is an experienced corporate tax professional who enjoys working with clients to bring them pragmatic solutions to their tax issues. She read maths at university and still loves the appeal of pure logic. She has been involved with tax for over 30 years and seen a lot of changes in that time. She has worked for the Big 4, in industry, for HMRC and in a law firm, so has seen tax from all angles.

Heather is passionate about communicating and helping people to understand tax. She often comments on tax for the BBC and was one of the founders of the Women in Tax group 4 years ago. @WomenInTax now has branches in about 10 cities across the UK with links to a number of international tax groups. Shownotes:

  • What separates a good accounting tax adviser from a great one
  • The importance in tax of understanding the client’s attitude to risk
  • The increasingly specialist areas of tax for accounting firms – it’s impossible to know everything
  • How tax has changed over the years and become ever more complex
  • People get taxed by legislation and untaxed by concession – so hard to interpret
  • HMRC manuals used to be confidential and top secret, but are now in the public domain
  • How AI is providing tools to search data and flag up anomalies, though human conversations are still required
  • The impact of technology on tax advisory firms
  • The biggest challenges tax advisory firms face, especially in recognising the importance of compliance
  • Some tax accountants want to show off their tax knowledge, but the client doesn’t care – they just want
  • solid advice they can make decisions on
  • The big difference between working as an accountant in practice and in industry
  • An example of how to make the data sharing process more efficient between accountant and client
  • Tips for pricing complex advisory, the first step being a high level feasibility study
  • Why mistakes might sometimes be made in pricing and delivering tax advisory
  • Advice for accountants considering a career in tax advisory
  • What accounting firms need to do to attract better millennial talent
  • Compliance has become commoditized in the accounting world like conveyancing has become in the legal world
  • The complex area of tax evasion and avoidance is not properly reported, which makes it more sensational
  • The joy of being able to explain complex things in a way that makes sense to people
  • Great charities – Refugees at Home, Tax Aid and Tax Help for Older People
  • What would happen if all MPs did their own tax returns using only HMRC’s helpline?

'Compliance has become commoditized in the accounting world like conveyancing has become in the legal world' says tax expert @hselftax of @BlickRothenberg on the #Accounting Influencers Podcast #accountex #advisory #accountinginsight

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Will Farnell

Will Farnell is the author of the Digital Firm: How to Change Your Accounting Firm to Remain Competitive. He consults and mentors leaders of accounting firms looking to deliver effective digital transformation. He is the founder of award winning firm Farnell Clarke, Xero Award Winners 2017 and 2016 Most Innovative Firm at the British Accountancy Awards.

His firm have been delivering accountancy services fully in the cloud since 2008 with knowledge and experience across the market leading cloud accounting applications and add-on market place. Back in 2008, Will saw an opportunity to utilise technology to drive efficiency and change the way accounting services could be delivered to clients. Farnell Clarke was one of the first 100%-cloud practices globally and the way he deployed technology in the firm was a significant catalyst in the firm’s growth. Shownotes:

  • Why setting up an accounting firm with no practice experience can actually be an advantage
  • The decision to become a fully digital accounting firm arose from wanting to deliver a better experience to clients
  • The Digital Firm book by Will Farnell shares the good, the bad and the ugly of running
  • Not wearing a shirt and tie in an accounting firm – how it set the pioneering culture at Farnell Clarke
  • Fundamental to great client service for accounting firms should be to make things simple and easy for all parties
  • Historically accountants have done two things (1) made sense of double entry bookkeeping and (2) sold knowledge and information
  • Google now does and knows so much of what accountants used to add value with
  • The benefit of being a digital accounting firm is that you can spend more time, not less on clients, therefore adding more value
  • Having access to your client’s data 24-7 is a no brainer for progressive accounting firms
  • Technology is merely an enabler – accountants still have to get right the triangle of people, process and technology
  • The benefits to a client of being served by a digital accounting firm vz a traditional one
  • Clients of accounting firms want more than they used to and expectations are always increasing
  • What happens when accountants own the’end to end’ client experience
  • The optimum digital accounting firms needs the technology and the staff to go with it
  • Accounting firm clients don’t care how long it takes their accountants to do something or how many people it takes – they just care about outcomes
  • Accountants from 25 years ago had brilliant relationships with clients, but compliance change the focus to ‘how do we keep our clients out of jail’
  • Accountants should dictate and the relationship and control the process when dealing with the client to offer the best value
  • Why we are seeing the demise of the tradition firm as both accountants and their clients become more millennial
  • Baby boomer old fashioned accountants who don’t keep their firm competitive and up to date are diminishing their pension pot
  • Firms that are more digital command a much higher multiple if selling
  • Who is in a better position to innovate and digitalise, a large top 100 accounting firm or a smaller agile firm?
  • By 2025, 75% of the workforce will be in the millennial generation, which means that most of your accounting clients will also be millennial
  • How accounting firm Cooper Parry have driven the change in culture, values and vision to remain relevant for clients
  • Less than 20% of the UK’s small business market are using any cloud accounting tools
  • Of the 1.1m VAT registered Uk businesses, only 11% of them submit VAT returns via software
  • It’s amazing the opportunities available to accountants if they get the technology working for them
  • When done right, bookkeeping can become a profitable service line that gives accountants control of the quality of the data
  • Accounting advisory and cloud accounting is just about great relationships and conversations with your clients
  • The biggest barriers to more advisory work in accounting firms are in mindset and attitude
  • Accounting firm leaders must recognise the massive generational shift taking place if they want to be successful
  • The importance of recruiting for attitude and personality vz technical skills in progressive accounting firms
  • An era of collaboration and not competition is dawning between many accounting firms wanting to serve their clients better
  • Does your accounting firm offer unlimited annual leave and 6 hour working days like Farnell Clarke?
  • Too many accounting firms are embracing the status quo and ignoring the evidence for change and therefore not properly serving their clients.

'Less than 20% of the UK's small business market are using any cloud #accountancy tools' says digital firm and cloud accounting expert @willfarnell on the #Accounting Influencers Podcast #accountex #advisory #accountinginsight

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From a record shop owner and band manager, through B2B sales and into qualified accountant is unusual for most people, but not Will Farnell. He is a regular speaker in relation to how accounting firms can leverage technology to achieve practice growth and delivering consulting services to firms of accountants supporting them in becoming a digital practice. Will lives in Norfolk, UK, with 4 young children. When not working, he likes taking his long boat out on the local rivers. Contact Will directly:

Will on LinkedIn

Will on Twitter

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Sara Lewis is the Communications Director for IRIS Software Group and is responsible audience engagement across its accountancy, HR and education sectors. Her background is in technology public relations, delivering essential and successful communications campaigns to directly support business and marketing objectives. Shownotes:

  • What attracted Sara to work for IRIS and the kind of people she works with
  • IRIS has been in accounting for 40 years and has software solutions for the HR and education sectors
  • While compliance is the core offering for IIRIS, they offer much in the advisory space for accountants
  • Accountants need the very best insights possible to really help their clients with advisory
  • The importance for IRIS of sharing stories that will resonate with accountancy professionals
  • The Iris strategy for success – a blend of acquisitions and organic growth
  • Many accounting practices are looking to nail MTD and then push for growth
  • The best accountants offer rock solid advice to clients that positions them as an advisor, not a mere supplier
  • The first steps in advisory for accountants wanting to get started
  • The importance for accountants of really getting to know clients rather than see them as a database to be serviced
  • When accountant productise their services, they can best deliver value to their clients
  • Accountants should be having conversations with clients about personal as well as commercial stuff
  • Many accountants struggle to step out of the comfort zone that is basic accounting
  • The real buzz in advisory is being able to make a difference to another business
  • The importance of a team approach in managing clients day to day and offering strategic consulting
  • Why accountants struggle to see advisory as valuable, and thus don’t feel comfortable charging for it
  • What the exceptional accounting people do that the rest don’t
  • Pushing yourself to get better and challenge the status quo is what avoids complacency in any industry
  • We are on the cusp of using artificial intelligence really well
  • You can’t build a strong advisory based accounting practice without having the right people in place
  • Not every accountant is a natural consultant or advisor, but almost all can be trained and coached to do it better
  • IRIS helps accountants obtain the best intelligence and insights from the data available
  • The best accountancy professionals are data story-tellers
  • Iris are as much about the education as the software itself in getting firms to adopt and integrate it into their firms
  • The future of the accounting profession will be vibrant and varied, with many kinds of firms and approaches
  • Accountants – approach everything with passionate authenticity and do the very best for your clients.

When not working, Sara runs her local amateur dramatics society, directing pantomimes, plays and murder mystery evenings. She is also involved in organising her parish fete. She loves walking in the Cotswolds and was part of the first choir in the world to sing in Les Invalides in Paris. She’s had tea in the Cabinet Office and once spent a month volunteering for a charity in Phnom Pen, Cambodia. Contact Sara directly:

Sara on LinkedIn

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Colin Hewitt

Colin Hewitt is CEO & Founder at Scotland-based accounting tech company and cashflow forecasting app Float. He moved to Edinburgh from N.Ireland to study Computer Science back in the late 90s. He started his first business from his bedroom, and then a digital agency in 2002. Float was launched in 2012, to solve the problem of operational cashflow for businesses. Shownotes:

  • How the Float cashflow app was born out of trying to solve a problem as an entrepreneur
  • Why an accounting firm might send a non-accountant to meet a client on the first visit
  • Progressive accounting firms have a growth mindset and have moved on from crunching the numbers and fixed roles for partners
  • So many accounting firms used to be in the top 100 but have fallen out – times are changing
  • Accounting firms can’t be good at everything so it’s important to play to strengths
  • All accounting firms can do the numbers – it’s what they offer beyond that which differentiates them
  • Modern clients are looking for a technology oriented accounting firm with much more to offer than basic services
  • Being proactive as an accountant is often as simple as picking up the phone to clients and asking how they’re doing
  • Why companies like Xero and Receipt Bank are doing well with what they’re offering customers
  • If compliance is making up a huge amount of an accounting firm’s profits, that is going to be squeezed
  • An example of three accounting firms pitching for business, and none of the proposals filled the prospective client with enthusiasm
  • The importance of client testimonials on your website that show why clients should work with you
  • As it gets easier and easier to switch accounting firms, so how will you retain your clients?
  • Most of your dissatisfied clients have already made the decision to leave, which is why accountants must constantly ask for feedback
  • Business planning and cashflow forecasting are at the heart of good advisory as it’s what clients really need
  • What it feels like to be a tech start up in the accounting space
  • Many tech companies are struggling to get traction and to embed themselves in accounting firms
  • What makes a good strategic partnership between software companies
  • The power of running a pilot advisory offer for accounting firms – tips from the ‘lean start up’
  • The internet and the cloud is bringing competition to accounting firms on a much wider scale
  • If the average compliance fee for UK accountants is £2500, then the value of bringing in advisory can create much more
  • Onboarding new accounting clients is the perfect opportunity to experiment with pricing and different new offers
  • AI can make a big impact in reconciliation because there’s so much data there
  • Where some of the biggest opportunities for accounting tech lie in coming years
  • How one progressive accounting firm has fewer accountants and more business advisors
  • The problem with cashflow is till not solved – nobody has cracked it yet
  • Shout out to Andrew van der Beek – ‘we’re all in this business to help people.’

A lot of tech companies struggle to get traction and to embed themselves in #accounting firms and adopt the technology

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Married to Kathryn, Colin has 3 children and is very involved in the startup ecosystem in Scotland. When he’s not working, he likes playing piano or surfing, both of which he is a rookie. Find out more at Float or contact Colin directly:

Colin on LinkedIn

Colin on Twitter

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Nilesh Shah

Nilesh Shah has over the years specialised in international tax with a focus on US based clients whom he has advised on expanding their international footprint. His clients have ranged from large household names to tech start-ups. He took over as Chief Executive of Blick Rothenberg in February 2017.

Nilesh has considerable experience in M&A, both on behalf of clients and Blick Rothenberg having been heavily involved in our acquisitions since he took over as Chief Executive. He also sits on the Board of our parent company, Cogital Group as well as our international association, BKR. Shownotes:

  • The benefits ot training and moving up the ladder from a small accounting firm
  • Blick Rothenberg has trebled in size over almost 3 years (200 people to 520 people) with zero change in their culture, values and ethos
  • The secret to growth is keeping things as simple as possible, no matter what size you get
  • The Blick Rothenberg culture revolves around people – happy people means happy clients
  • Insights on being private equity owned and driving growth through acquisitions
  • The key difference between small, mid-tier and large accounting firms from somebody who has worked in all three
  • The grass roots approach to modernising and driving change in an accounting firm
  • What an open accounting firm culture means when sharing information, numbers, vision and strategies
  • Doubts about how sustainable the partnership model will be for accounting firms down the line
  • What it takes to be promotable in an accounting firm like Blick Rothenberg
  • Who has it right, the older parents who gave up family time to work and build a career, or younger parents who flip this?
  • The challenges of succession, and why it motivates some accounting firms to sell because they have no natural exit
  • Why the accounting profession is in a confused state currently with the technological change happening
  • For accounting firms, a client’s perceptions of value doesn’t change, even if costs go up, which means greater efficiency is needed
  • The best accounting firms and brands fulfil a promise and do what they way they do on their website and in their values
  • The accounting profession is no different to any other service business like hotels, airlines or banks
  • Accounting clients still have not got used to ‘self help’ and DIY for a lot of basic things, and so still call their accountant
  • The service element is for accounting clients is not just around the personal touch but the whole experience of interaction with the firm
  • Growth in accounting firms comes from finding and hiring the right talent with commercial acumen
  • Younger partners in accounting firms are less driven by equity and longevity, but instead by personal satisfaction and achievement
  • The value of belonging to an international accounting network to serve clients with global interests
  • The ways in which accounting firms win work have changed over the years
  • Commercial acumen can be coached and trained, although some people have it naturally
  • The most frustrating accounting professionals are those who have no ambition to change or take risks.

'

It's important to like the people you work with if you want to get things done in a progressive accounting firm' says Nilesh Shah CEO of @BlickRothenberg on the #Accounting Influencers #Podcast #accountants #accountex…

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In his spare time Nilesh enjoys travelling, playing golf, watching most sports and supports various animal based charities.

Blick Rothenberg on Twitter

Nilesh on LinkedIn

www.blickrothenberg.com

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Ali Miller

Alan Wilson is the CEO and founder of Expandly – an eCommerce SaaS solution that is helping accountants across the globe. An entrepreneur in all sense of the word, Alan spends much of his spare time helping out other budding businesses – advising on pitches and investment at accelerator programs including Natwest and Barclays.

Ali Miller is Expandly’s sales director and was one of the first employees at Xero UK. After months of pestering (and bordering stalking) Ali finally succumbed to Alan’s plan that he join the Expandly team (and its foosball table league) as sales director. The rest, they say, is history. Shownotes:

  • The accounting profession is transforming, with almost every business being a digital business
  • How the ‘big three’ of Xero, Sage and QUickbooks are helping to drive the digital evolution
  • MTD is a once in a lifetime opportunity to get everyone online
  • Expandly gives e-commerce sellers the ability to sell on multiple channels no matter what they’re size and get live reporting
  • E-commerce is remote selling and is a lot more than just Amazon and ebay Alan Wilson
  • Expandly acts as the glue between e-commerce businesses and platforms like Xero
  • How e-commerce is rapidly changing the way we live and do business
  • The immediacy of e-commerce means people are less bothered about going to buy things on the high street
  • 73% of shoppers buy from multiple channels, although Amazon dominate the market
  • It’s not just the big retailers that sell online – everyone can do it and make good money from it
  • Turnover for e-commerce clients is really high and such businesses really need accountants
  • Some accounting firms really go after e-commerce clients and do well, but others shy away from the complexities
  • E-commerce businesses are much more likely to thrive if they have an accountant who understands the industry
  • The progressive accounting firms who get the cloud and advisory are the ones able to add massive value to their clients
  • The biggest pain point for accountants working with is the sheer volume of transactions
  • The e-commerce market is largely uncatered for by accounting firms
  • The ability to make decisions at speed separates the good accounting firms from the great ones
  • Accounting firms who are on the cloud and understand the ecosystem around it are best placed to offer insight to clients
  • There are 25m global e-commerce businesses or merchants, with 3m really serious players, generating $4tn in sales and growing in double figures
  • Only 15-17% of businesses are online, so e-commerce is only going to get bigger
  • When businesses know how they’re doing ‘in the moment’ it can be much more successful.

'The progressive #accounting firms who get the cloud and advisory are the ones able to add massive value to their clients' says @expandly & @alimillerlive on the Accounting Influencers #Podcast #accountants #accountex…

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Alan is a Rangers-supporting Scotsman whose pastimes include visiting North Korea and Chernobyl. Interesting facts and claims to fame? Alan’s visited 60 countries, has run two marathons (before they got popular) and twice in his kilt. Ali was England’s under 18’s basketball captain – a story he loves to remind the team when slam dunking the office basketball. www.expandly.com

Ali on Twitter

Alan on Twitter

Alan on LinkedIn

Ali on LinkedIn

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Matt Garman

Matt Garman started his working life on a trawler in the English Channel at age 16, but after witnessing the burial at sea of a colleague he quit and stumbled into his first sales job. Soon after, he set about building his own IT business, growing it and selling in 2007.

Matt then embarked on another business journey by growing another software company, resulting in another successful exit in 2012 to a Private Equity backed business. Since then he has continued to develop a sales consultancy business with offices in the UK and Australia.

He is the author of a 5-star book on Amazon called ‘Learning the Ropes’ that focuses on creating sustainable sales performance regardless of changes in personnel. This year he will be launching the UK’s first online Sales Enablement platform to further simplify sales to business leaders – the Sales Playbook via www.salesplusprofit.com. Shownotes:

  • How accountants can grow their top line revenue
  • The huge opportunities available to proactive accountancy firms
  • How accountants can attract new clients and win more work from existing clients
  • Why advisory services have gained so much traction in the accountancy profession
  • The threats accountancy practices face if they fail to embrace sales and marketing
  • How to differentiate your practice and avoid the ‘race to the bottom’ on fees
  • What the new generation of accountants expect from their practice
  • Why accountants need to embrace sales and adopt more structured strategies
  • Understanding your accounting DNA and communicating this to the market
  • Why accountants struggle to implement successful sales and marketing plans
  • The challenges facing accountants that want to grow and how they can overcome them
  • How accountants can get more from their existing clients
  • What the good accounting firms do to make them great
  • Why accountants struggle with sales and how to avoid the classic ‘sales stereotype’
  • How progressive accounting firms move on at a faster pace than non-progressive ones
  • Why it’s critical for all members of staff to be on brand and on message at all times
  • The way accounting firms have changed the way they sell and market their services
  • Why the ability to sell is key to the advisory revolution
  • What skills do strong work winning accountants demonstrate on a regular basis
  • The importance of accountants being able to listen and absorb information
  • Why investment in technology is crucial for accountants
  • How to bring sales and technology worlds together to enhance your accountancy practice
  • The key pillars that underpin successful accountancy firms
  • How to open more doors, win more business and retain key staff
  • Why it’s important for accountants to focus on growing their client’s businesses
  • The key areas accountancy firms focus on to differentiate themselves
  • Why embracing a structured and proactive sales and marketing strategy can pay dividends
  • How accountants can create points of difference and help clients to grow their business
  • Why a sales playbook is the secret sauce and crucial document for all accountancy practices.

'I believe everyone in an #accountancy firm needs an appreciation of sales and business development' says @mrmattgarman on the #Accounting Influencers #Podcast #accountants #accountex #AccountingTop100 #accountinginsight

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When he’s off duty, Matt likes to undertake challenges that make working on a trawler look easy. When triathlon seemed a little too achievable, he switched to Ironman. Once he’d completed the Ironman challenge in Roth, Germany (13 hours, 48 minutes) he started training to swim the English Channel with friends. The successful swim took place in 2017 and in May 2019 he will be attempting to climb Mont Blanc.

Matt Garman on Twitter

Matt on LinkedIn

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Peter Fairchild

Peter Fairchild is Tax Partner at Smith & Williamson and Head of Sport, Media and Entertainment. He has over 20 years’ experience providing UK tax advice, and currently works with individual sportspeople and sports clubs to advise on structuring salary, benefits and image rights payments. A passionate communicator and tax expert, Peter gives a flavour of what it’s like looking after high net worth individuals from an advisor’s perspective. Shownotes:

  • How a promising career earning millions as a pro footballer turned into becoming a tax accountant
  • A new meaning of ‘big brother’ an accountant providing lifestyle advice to clients
  • Great examples of what ‘trusted advisor’ really means – nothing to do with accounting
  • How accounting clients with more money can often make worse investment choices, especially without the right advisors around them
  • The best accountants are a conduit for a lot more services than they alone can provide
  • The 3 advisors that wealthy people require are tax, IFA and wealth management
  • How the role of an accountants has changed over the years
  • Why it’s always best for accountants to visit your clients at home if possible
  • What truly separates the good accounting firms from the great ones
  • The beauty of a regular meeting with your client where the agenda is a blank piece of paper
  • The power of FOMO hits high net worth sports people and performers as much as us mere mortals
  • Does your firm offer a program of financial education for your clients like Smith & Williamson do?
  • The link between wealth and financial health amongst some high level sportspeople
  • The challenges of retirement and being ‘out of the spotlight’ for high level performers – the pressure of ‘what next?’
  • Why film stars and pop stars are exactly the same as sports stars in how they need managing
  • The true secrets of how to become successful in a niche – immerse yourself in their world
  • The importance of having your firm and a team behind you if you want to develop a strong accounting niche
  • What the legacy might look like of a 20-30 year career managing the tax and personal affairs of top sports stars

The best #accounting advisors are a conduit for a lot more services than they alone can provide.

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In his spare time Peter supports Manchester United Football Club and England’s Rugby Union team. He is a keen Formula 1 fan too. Find out more at Smith & Williamson and @smithwilliamson on twitter or to contact Peter directly: Peter on LinkedIn or Liked your Accounting Influencers Interview with Rob Brown" target="_blank">email him>>

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Glen Foster

Glen Foster has been working with accountants and small businesses for almost 15 years. As Xero UK employee number 6, he has seen a major shift in the adoption of cloud accounting and associated tools over the last 9 years and learnt a lot of lessons along the way.

With a passion for technology and the impact that can have on professional services and small businesses. Glen takes a particular interest in how new technology can help accounting firms streamline compliance, improve client’s cashflow and maximise Xero’s partner apps. Shownotes:

  • How accountants can deliver world class experience and add real value to their clients
  • Insight into the Instafile acquisition and how it will free up valuable time for accountants
  • Three activities that the digital savvy firms do every day to enhance client relationships
  • Explore the elephant in the room – Making Tax Digital (MTD)
  • Why identifying key skills within the accountancy firm is key to enhancing client relationships
  • How the Xero platform can help clients get paid faster and raise funding
  • Tools and techniques to help accountants differentiate themselves from the competition
  • Utilising Xero’s resources to identify and recruit great talent
  • Why the fastest growing accountancy firms talk to their clients on average every 30 minutes

'#Accounting firms that typically grow faster talk to their clients more often. The fastest growing firms talk to their clients on average every half an hour' says @glen_foster #accountex #AccountingTop100 #accountinginsight

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  • Key facets within a practice where digital can add value
  • How to take control of the digital transition to avoid hitting a brick wall
  • Key steps accountancy practices can take towards becoming fully digital
  • Why the UK accountancy market is ripe for disruption and how it’s being revolutionised
  • Great technology is available to the masses, no longer the preserve of large businesses.
  • What separates the good accounts from the great accountants
  • Upcoming challenges for accountants in practice and why uncertainty breeds opportunity.

'Half of businesses in the UK are not cash flow positive.' says #accounting tech advocate and small business expert @glen_foster from @Xero) #accountancy #accountex #AccountingTop100 #accountinginsight

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Outside of work, Glen is an avid Crystal Palace football supporter and fan of Northampton Saints rugby. He’s also a keen cyclist and over-competitive table tennis player in the Xero office. Find out more at XERO or to contact Glen directly:

Twitter: @glen_foster

Glen on LinkedIn

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Amanda C Watts

Amanda C. Watts is the creator of the Velocity programme for CPAs and accountants. Velocity is a structured 3-step marketing and sales programme based on the best selling book The Pioneering Practice. By helping firms to clearly understand and communicate the value they provide they transform their positioning, remove their competition and generate higher revenue with fewer clients. She can take an average fee of £3k to £10k a year and beyond.

Amanda has been in marketing and sales for 26 years and has won awards for her training programmes. She is the author of two best selling business books: Escape, the Definitive Guide To Becoming A Freedompreneur®, and The Pioneering Practice. She has been featured in The Guardian, The Telegraph, spoken at Quickbooks Connect and Accountex London. Shownotes:

  • To go from good to great, accounting firms need to make it all about relationships
  • Accountants have been labelled over the years as not people oriented but too technical
  • Anyone, even accountants, can program their mindset with the right attitude and coaching
  • Accountants who don’t like the term ‘trusted advisor’ can’t come up with a better alternative
  • For accountants, sales and marketing means attracting, connecting with and converting your ideal clients
  • Why the accounting profession is so exciting right now, with ripe opportunities to give, grow and get
  • Accountants are better than business coaches because they understand the numbers
  • Two biggest challenges for growing accounting firms – tech and staff
  • What ‘focus’ looks like for marketing savvy accountants
  • Three things an accountant should look for in an ideal client
  • The wisdom of changing niches every few years
  • The savvy accountants are using more sophisticated marketing techniques vz a few years ago
  • Worst advice being given to accountants at the moment is on pricing
  • The best hiring policy to attract good people is through culture and how much fun it is to work for you
  • Shout to out Alex Falcon Huerta – what she gets her staff doing most of the time
  • A major source of confidence is gumption – just closing your eyes and going for it!
  • The ‘advisory conversation’ has been going on too long with very little change
  • The two biggest reasons why accountants fear change
  • No amount of marketing will bring you business – you have to start having conversations off the back of it

Amanda lives in Surrey with her husband Matthew, two children and her cat named Cat. She has a passion for different cultures and loves travelling the world. To learn more about Amanda and her work, visit www.twentytwo.agency or contact Amanda:

Phone +44 (0)1883 317 369

LinkedIn: https://www.linkedin.com/in/amandacwatts

Twitter: @amandacwatts

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Andy Gole

Andy Gole has helped CEOs, owners and corporate leaders for over 25 years to achieve great sales performance, while accelerating their sales process. During his career, he thoroughly researched virtually all of the popular sales processes. All have their strengths, and their shortcomings. From years of testing and evaluation, he developed the Urgency Based Selling® system, a unique approach founded on philosophies which drive and accelerate human behavior.

Andy contributes original content regularly to Forbes.com and Training Industry, as well as other notable business publications. He is also a frequent speaker on the topics of business development, sales management, and selling process. Shownotes:

  • The two must-ask questions that help accountants land new clients
  • Useful techniques to take your accounting firm’s prospect closing rate from 20% to 80%
  • The impact on your accounting firm of having bold visions and bold behaviours
  • How business development can help with accounting firm recruitment and retention challenges
  • What makes accountants different when it comes to selling
  • What incredible business development people do each day to be successful
  • The easiest and best way to build your accountancy practice
  • Learn about the ‘Magic Moment of Access’ that helps accountants win more business
  • Examples of great telephone call scripts to maximise an accountant’s chances of landing the client
  • Why interest is the proverb of marketing and urgency is the proverb of sales

  • How to jump-start your sales with the Urgency Based Selling system

  • Why testimonials can be such a powerful tool to help accountants win work

  • Steps accountants can take to avoid time wasting clients and focus on serious clients
  • How accountants can move safe conversations to serious ones to get real results
  • Why ‘best efforts’ is a losers game and accountants need a ‘do or die attitude’
  • Why accountants need to create a compelling reason for clients to ‘act now’
  • Explore the ‘Heroic Mindset’ endorsed by George Lucas and developed over 1000s of years
  • Proximity bias – what is it and how can accountants avoid the dangers it present s
  • How accountants can adopt a 4-step approving sequence to avoid any client objections
  • Explore the difference between social selling and business selling
  • Learn how to build a list of serious prospects and how to keep in touch with them
  • Discover how making the prospect ‘look up’ can make a good accountant a great accountant
  • Master the tools used by accountants to change their mindset, approach and boost sales
  • Discover why sales culture is paramount in accountancy firms and why leadership is vital.

Andy has an MBA in marketing from NYU and taught small business management and selling skills for 8 years at Fairleigh Dickinson University’s Rothman Institute of Entrepreneurial Studies. To learn more about Andy and his unique process, visit www.urgencybasedselling.net or contact Andy:

Phone (1) 201 415 3447

LinkedIn: https://www.linkedin.com/in/andygole1

Twitter: @AndyGole

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Alison Ball

Alison Ball manages Global Influencer Strategy for Intuit’s Accountant Segment. An avid supporter of accountants and bookkeepers since joining Intuit in 2004, you’ll often find her at events and on social media sites conversing with and helping progressive accounting professionals to build their brands on the back of Intuit’s strong brand around the world.

When she is not hanging out with accountants and bookkeepers, you’ll find her training for endurance events with Team in Training. Based out of Mountain View, CA, she is a fundraiser for Cancer Research – a cause near and dear to her heart since Alison and her partner Keith are both cancer survivors. Alison laughs a LOT because life is funny and the humans in it make it even funnier.

'To be a TOP ACCOUNTANT or BOOKKEEPER (or top in any profession) you really have to CARE about your client's success' says @alisonatintuit #accounting #accountex #AccountingTop100 #accountinginsight

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To learn more about Intuit, visit www.Intuit.com or contact her:

Twitter: @alisonatintuit

LinkedIn: www.linkedin.com/in/alisonball/

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Blake Oliver

Blake Oliver a leading accounting technologist. He started out at the bottom of the ladder as a freelance bookkeeper who then built and sold his own online accounting advisory firm. He was one of the very early adopters of cloud accounting technology and saw before many the impact of cloud technology on firms. He is vocal on why so many accounting firms struggle when it comes to innovation.

As well as hosting his own podcast and blog on cloud accounting, the Director of Product Marketing at FloQast. They are unique in the tech world in that 25% of their 150 people are former accountants or auditors making close management software for their clients.

Shownotes:

  • How an accountant from California was one of the first do discovered Xero which allowed him to grow and sell his bookkeeping company
  • There are more accountants dying or leaving the profession, meaning there is a shortage of good accountants globally
  • What accounting firms can do to attract talent – it’s not just about the money, but it helps
  • Why the job of the accountant and bookkeeper is now technology driven
  • To survive and stay relevant today, one of the best skills to have is to teach yourself how to do things

'Accountants have been taught to memorise rules and regulations, they haven’t been taught to improvise, they haven’t learned how to learn' says @blaketoliver #accounting #accountex #AccountingTop100 #accountinginsight

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  • Only a quarter of accountants have embraced technology – the others are just business as usual
  • Many bookkeepers are still paper based and billed to clients at $75 per hour – great opportunity if this can be automated
  • Opportunities are abundant in the accounting world – tech gives a low barrier to entry
  • The key differences between good and bad accounting firms
  • The ONE KEY FEATURE of a good accounting client experience
  • FloQast builds software for mid-sized businesses that (among other things) automates bank reconciliations giving a 10x return

'Disruption is coming for accounting that few firms will adapt to because the whole model is dependent on a huge mass of people doing low level work' says @blaketoliver #accounting #accountex #AccountingTop100 #accountinginsight

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  • What an accounting technologist for hours every day to focus on what is going to happen next
  • The future of the accounting profession is automation – you’ll see the Big 4 model heavily disrupted in the next 10 years
  • Great accountants are great data analysts – it’s a great career move to become the data intelligence expert
  • Accounting firms that convert to digital will be ‘higher ticket’ while those that don’t will be left behind.

Background on Blake – he majored in classical music and worked briefly as a freelance cellist after graduation. Life might have been different had he been accepted on the masters program in chamber music that he applied to. He still plays, but just for fun. He says he never would have started my own business if I hadn’t been rejected from MBA programs at UCLA and USC.

Find out more at FloQast Software or to contact Blake directly:

Twitter: @blaketoliver

Blake on LinkedIn

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Serena Ryan

Shownotes prepared by accounting social media strategist Serena Ryan. Serena has 15 years experience in digital marketing and Facebook ads strategy. Financial Literacy is one of her core values and as a result her and her team specialise in working with accountants building their businesses. Serena loves new challenges and is always learning. Her current challenge is learning tennis. Contact her here:

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Kimberley Hagues is Regional Director at Retiring Accountant, which specialises in brokering accountancy business sales. The majority of business sales she brokers are in the turnover ranges of between £50K and £1m. Over 50% of their deals are completed using a proactive, permission marketing approach where they directly engage the market searching for acquisition and exit opportunities that harmonise culturally as well as commercially.

Retiring Accountant has been established for nearly a decade and are the leading mergers and acquisitions specialist in the sector, brokering between 70 and 90 accountancy business sales every year. With a focus on aiding retiring owners exit strategies, they provide an end-to-end service for both ambitious individuals looking to grow and individuals looking to create bespoke exit strategies. They now have a register of over 1600 potential acquirers and are well experienced in alleviating the common pitfalls when moving through the M&A process. Shownotes:

  • How MTD is driving more and more accountants to retire and sell their practice
  • There are more people dying, leaving and retiring from the accounting profession than there are coming in
  • Why it’s becoming more cost effective to run a larger accounting firm than a small one
  • If you’re an accountant who wastes half your day on the phone to HMRC (UK tax revenue office) or similar, then you’re not alone
  • Keeping up with the changes in software and technology is relentless for small accounting firm owners
  • The best way retiring accountants can realise the value of their life’s work is by selling their firm

  • Accounting firms sell for 0.6 to 1.5 x GRF (gross recurring funds) depending on a number of factors

  • Now is a good time for accounting owners to sell – it’s a sellers market (for every one seller there are 3-4 potential buyers)

  • An overview of the process involved in selling or buying an accounting firm
  • Why price is one of the least important factors when a selling accountant decides to put their firm on the market
  • The kind of people that buy accounting firms – you might be surprised
  • Why the owner being available for a ‘handover period of 1-2 years increases the value of an accounting firm when selling
  • The best time to think about selling (or buying) an accounting firm is when you don’t actually have to
  • The critical factors that bump up the capital value of an accounting firm
  • Why having an accounting client that makes up 10% or more of your revenue is not a good idea
  • The importance of digitisation to increase capital value – some acquirers won’t take on paper or desktop based firms
  • Some organic growth strategies can be limited, which is where acquisition becomes a viable option for accounting growth
  • With the right kind of handover from a selling accounting owner to a buying firm, retention rates can be up to 95%
  • What retiring accountants look for in prospective buyers when looking to sell their practice
  • The 4 main reasons why sales of accounting firms fall through
  • Why it’s best dealing with brokers rather than buying and selling accounting firms yourself
  • The differences between a share sale and an asset sale when selling or acquiring an accounting practice.

In her free time, Kimberley supports the community as an agency care volunteer once a week, helping to alleviate isolation and loneliness for older people who have little or no contact with people. In addition, she is a keen netball player, enjoys self-learning various piano pieces and appreciates spending time outdoors with her family. To learn more about Kimberley, visit www.retiringaccountant.co.uk or contact her:

Phone (44) 7975 588 044

LinkedIn: www.linkedin.com/in/kimberleyhagues

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Mark Telford

Mark Telford is an award-winning Chartered Accountant who works with ambitious business owners to help them achieve their goals, most importantly personal goals. He also coaches other accountants who are looking to start or grow a small practice run on their terms, to fit around their lifestyle.

An experienced Finance Director. Mark spent 16 years working in industry and commerce, 12 years in senior board level financial and commercial positions of large organisations. He founded Telfords Chartered Accountants to ensure that many small businesses were getting the business support and advice they needed from their accountant. Shownotes:

  • Why the accountancy profession is an exciting place to be
  • What makes technology exciting and how accountants can embrace it to maximise the opportunities it brings
  • How best to differentiate your accounting firm from your competition and stand out from the crowd
  • Why external expertise and coaching can be a life changing experience
  • The key questions to ask in order to find the right mentor and avoid falling prey to snake oil salesmen
  • Debunking the compliance vs. advisory myth and why there isn’t a ‘magic bridge’ to becoming an advisory accounting firm

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  • How to avoid being a ‘technology magpie’ and start building technology stacks that improve your accountancy firm and your client’s lives
  • Why the big accountancy firms’ move into cloud based technology is a great opportunity for smaller firms
  • The challenges faced by accounting firms of all sizes if they want to grow
  • How you can change your clients’ mind and behaviours to enhance your relationships
  • Defining value – work less hours, make more money, spend more time with the family or be less stressed
  • Why developing an accountants peer group can deliver significant personal and professional benefits
  • The three things that really work for successful accountancy firms and the opportunities it creates for them
  • The art of referrals and recommendations to help your accountancy practice attract new clients
  • A really powerful five word question to explore and deepen relationships.

When Mark isn’t working, he enjoy swimming, running, camping/activity holidays and keeping his (5 acre) ‘garden’ under control. To learn more about Mark, visit www.telfordsaccountants.com or contact him:

Phone (44) 01303 813159

LinkedIn: www.linkedin.com/in/marktelford/

Twitter: @kent_accountant

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Mark Edmondson

Mark Edmondson has been at the cutting edge of accounting technology for over 10 years. As a specialist in the use of technology within compliance and advisory services, he is the brainchild behind the software company Inflo.

Mark created Inflo to help firms of all sizes improve team productivity and the quality of work as well as create a stronger value proposition to increase fee income from existing and new clients. Inflo is a next-generation accounting software that offers firms of all sizes access to innovative and emerging technology. It uses data to transform accountants into trusted business advisors.

His subject matter expertise gives him a unique perspective on the profession as his team works closely with accounting firms, professional bodies, and other key stakeholders around the world to take full advantage of emerging technology trends. Shownotes:

  • The moment cloud computing became a real viable mainstream option for accountants
  • The other current and future trends accountants need to consider besides cloud computing
  • Why creative accounting is a new viable and ethical approach to business, and something all accountants should consider
  • Technology gives accounting firms a capability to offer clients something they haven’t had before, allowing them to be more innovative and more advisory in nature
  • The pitfalls for accounting firms of having a ‘point solution’ to technology and software, rather than strategic approach
  • How accounting firms can best differentiate from their competition
  • How he identified a gap in the accounting industry and co-founded Inflo to solve this
  • How traditional compliance is dying in accounting firms and what accountants can do to evolve it
  • Why selling can be awkward for accountants and how to sell without being a salesman
  • Why he hates ‘disruptor’ as a title: ‘We’re trying to enable the profession to improve with better technology and better techniques.
  • The downsides of waiting for things to improve when it comes to accountants embracing technology.

Mark has 2 little girls so he spends any free time with his family. He’s a big NFL fan, he supports the Atlanta Falcons. To check out Inflo, go to www.inflosoftware.com or to contact Mark:

Phone (44) 7780 447 277

LinkedIn: https://www.linkedin.com/in/mark-edmondson-inflo

Twitter: @Markedmondson7 and @InfloSoftware

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Serena Ryan

Shownotes prepared by Serena Ryan, digital marketing guru to accounting firms globally, and specialist Facebook ads strategist. She is founder of Serena Dot Ryan and has more than 20 years experience in customer service and professional roles. If Serena is not working or on the tennis court, she’s enjoys spending time with her family.

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Jennifer Wilson

Jennifer Wilson is co-founder and partner of Convergence Coaching, a national consulting firm that helps leaders achieve success. Accolades include:

  • one of Accounting Today’s 100 Most Influential People in Accounting
  • INSIDE Public Accounting’s Top 10 Most Recommended Consultants
  • Practicing CPA’s Top 25 Thought Leaders
  • Top 25 Most Powerful Women in Accounting

Jennifer is an experienced change agent who has worked in both public accounting and industry. She is a frequent speaker, writer and thought leader on topics related to leadership, the rise of the next generation and managing change within the CPA or Accounting profession. Shownotes:

  • Why accountants are in the transformation business if they’re any good
  • Change is easier to make happen in some countries – the US tends to lag behind in technology and innovation
  • The biggest challenge faced by accountants globally is change – there is so much happening
  • The impact of so many baby boomers leaving the accounting profession now and in coming years
  • Why the ‘changing of the guard’ impacts not just accounting firms but the businesses they serve
  • Everybody’s thinking of an exit strategy and how they monetize that – this affects culture and growth in accounting firms
  • The generation under the traditionalists and old guard is relatively small
  • The millennial generation may not be big enough to plug the gap of capacity, energy and knowledge capital when older leaders leave

  • Millenials will be filling the gap when older accountants retire, which means they can ‘write their own ticket’ career wise

  • The millennial gap puts accounting firms in a very delicate position with talent attraction and management

  • Many traditionalists in accounting firms are blocking change and investment
  • The number one reason the traditionalists resist change in accounting firms is selfishness – the desire to maximise earnings and minimise investment
  • Many accounting firm traditionalists resist change because they don’t want to learn the new technologies coming in
  • Many older accountants are on the hamster wheel and don’t get AI or data analytics
  • The biggest driver of generational tension is that young people want more say, control and influence on strategy
  • Attracting accounting millennials is less of an issue than engaging them – bringing them into the vision of the firm
  • The vital role of experiential learning in growing your accounting firm – teaching things faster to new millennial accountants
  • Great ideas to get the young accountants in your firm involved more in the great stuff your firm is doing
  • Millennial talent is the #2 reason accounting firms must make changes. The #1 is for the upcoming changes in millennial clients.
  • By 2025, 75% of the workforce will be millennial. For accounting firms, that’s your clients as well as your staff
  • The key things future leaders must to to drive change with their senior accounting firm leaders
  • Tip for accounting millennials ambitious about their career – find out how much the board have left on their clock
  • The number one request traditionalist leaders in accounting firms need to be making of the next generation
  • One killer question accounting firms leaders should ask their staff to guarantee more engagement and productivity
  • Tips to drive technology change in an ageing accounting firm
  • Prediction – 5 years from now, the most progressive accounting firms will be 75% advisory
  • Accountants are obligated because of their trusted advisor role to invest in the success of their clients.

When she isn’t working with clients and influencers to drive change in the profession, Jen can be found running, paddling, practicing yoga, gardening or spending time with her husband and three girls.

Find out more at www.convergencecoaching.com or to contact Jennifer directly:

Twitter: @JenLeeWilson

Jennifer on LinkedIn

(402) 933-2900

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Chris Croft

Chris Croft has an Engineering Degree from Cambridge and an MBA. After a career in manufacturing and then as a university lecturer, he started his own training company in 1995. Since then he has trained over 90K people, and his free email tips are sent to 20K people. He has 10K subscribers and 1m+ views on YouTube.

Chris has trained the top teams of various accountancy firms and while he can’t tell them about accounting, he can help them with management – of both people and time. Shownotes:

  • Why time management and delegation are always an issue for accountants
  • Face to face training is always more effective but often impractical in today’s busy world
  • Seeing time as red, brown and green is a very practical way of managing time – you’ll like these distinctions
  • Networking, while not a direct money generating activity, is important business development and should be respected
  • 5 brilliant ways busy accountants can spend less time on unimportant things
  • How to negotiate your way to an extra 50 hours a year
  • Why accountants find it hard to say ‘no’ and how this eats up a lot of their time
  • Accountants should harness the power of being less fussy or perfectionist to save an extra 5 hours every week
  • How better management of time can make accountants more profitable
  • Why accountants don’t delegate as well as they should, and some practical ways to do it better to save valuable time
  • Tip for busy accountants – if someone can do something 80% as well as you can, you should give it to them
  • Why accounting is like surgery – you’ve got to give others a chance to improve
  • Thoughts on accountability with monitoring and supporting – a brilliant framework for accounting leaders and managers
  • The meaning of life and objective of time management is to enjoy the present and achieve in the future
  • Technology has speeded everything up – it provides tools as well as temptations
  • Tips for dealing with email – the scourge of good productivity for busy accountants
  • Fun online survey to show the ‘six animals’ that signify the efficiency of accounting firms or individual accountants
  • The many benefits of writing things down for maximum productivity and efficiency
  • And much much more…

Chris is featured on www.lynda.com and LinkedIn Learning where he presents highly practical courses on time management, assertiveness, negotiation, problem solving, difficult people, and happiness. It was in the top 10 courses on Linkedin Learning for 2018. In his spare time, Chris plays the sax in a band, has two children and a dog, and is addicted to curry.

Find out more at www.www.chriscroft.com or to contact Chris directly:

Twitter: @chriscroft

Chris on LinkedIn

07966 241750

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