Accounting Influencers Podcast

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/ 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...

Episode 78. In today's interview, "Mental Wellbeing for Accountants with Richard Hattersley." You can also watch this on youtube here: 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 ✓ 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.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 ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ ➺ Twitter: https://twitter.com/accinfluencers ➺ Facebook:...

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 ➤ 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/ ━━━━━━━━━▼━━━━━━━━━ 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 ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ ➺ Twitter: https://twitter.com/accinfluencers ➺ Facebook: https://www.facebook.com/accountinginfluencers ━━━━━━━━━▲━━━━━━━━━ 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...

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 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 accounting and...

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 ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ ➺ Twitter: https://twitter.com/accinfluencers ➺ Facebook: https://www.facebook.com/accountinginfluencers ━━━━━━━━━▲━━━━━━━━━ 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

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 ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ ➺ Twitter: https://twitter.com/accinfluencers ➺ Facebook: https://www.facebook.com/accountinginfluencers ━━━━━━━━━▲━━━━━━━━━ 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...

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 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 ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ ➺ Twitter: https://twitter.com/accinfluencers ➺...

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 ◣━━━━━━━━━━━━━━━━━━━━◢ 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.

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://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 to do every day to create significant new career opportunities, greater influence, a...

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 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 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....

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 with Writing Winning Proposals." ➜ 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 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 accounting...

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 ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ ➺ Twitter: https://twitter.com/accinfluencers ➺ Facebook: https://www.facebook.com/accountinginfluencers ━━━━━━━━━▲━━━━━━━━━ 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....

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/ 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

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 generationCFO 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 outdoors...

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/ 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...

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 Website: https://www.coastcommunications.co.uk 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 ◣━━━━━━━━━━━━━━━━━━━━◢ 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...

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 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.

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 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 accounting and fintech...

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 "[TITLE FROM PUBLISHING TAB]." ➜ 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.

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/ 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...

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 LinkedIn: 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, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and...

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/ 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...

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://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 NPR Radio Show Regionally Speaking: 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 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...

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.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 ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ ➺ Twitter: https://twitter.com/accinfluencers ➺ Facebook: https://www.facebook.com/accountinginfluencers ━━━━━━━━━▲━━━━━━━━━ 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...

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 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 accounting and...

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 ◣━━━━━━━━━━━━━━━━━━━━◢ 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.

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/ 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...

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 ▶ 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 him either running (weather permitting), 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 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...

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 ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ ➺ Twitter: https://twitter.com/accinfluencers ➺ Facebook: https://www.facebook.com/accountinginfluencers ━━━━━━━━━▲━━━━━━━━━ 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...

Episode 58. In today's interview, "Accountants vz Software Vendors with Radical CPA Jody Padar." Jody Padar, CPA, 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 ━━━━━━━━━▼━━━━━━━━━ 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 ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ ➺ Twitter: https://twitter.com/accinfluencers ➺ Facebook: https://www.facebook.com/accountinginfluencers ━━━━━━━━━▲━━━━━━━━━ 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

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 Richard Murphy on LinkedIn: 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.

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 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...

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 ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ ➺ Twitter: https://twitter.com/accinfluencers ➺ Facebook: https://www.facebook.com/accountinginfluencers ━━━━━━━━━▲━━━━━━━━━ 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...

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 ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ ➺ Twitter: https://twitter.com/accinfluencers ➺ Facebook: https://www.facebook.com/accountinginfluencers ━━━━━━━━━▲━━━━━━━━━ 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...

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://www.facebook.com/AccountancyManager https://www.instagram.com/accountancymanager https://www.youtube.com/channel/UCLGiRdrz-eyeqvUCJyaFzKg 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 ◣━━━━━━━━━━━━━━━━━━━━◢ 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

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/ ◤━━━━━━━━━━━━━━━━━━━━◥ 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 Here's how it works: ① SELECT A COURSE. Download the mobile app, search for Accounting Influencers and start a course. Complete each...

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 LinkedIn: https://www.linkedin.com/in/billreeb NOTE TO LISTENERS: The Accounting Influencers...

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 Here is the Turbotax ad on Youtube: 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 Influencers Podcast team.

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.

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.

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 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.

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 》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://www.linkedin.com/in/dazglanville 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...

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.

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 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 questions what...

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://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.

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 will create significant new career...

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 the world. If you like the show, leave a review...

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: Website https://www.thegapportal.com/ 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 with a direct application to accountants, CPAs and bookkeepers. Great to stay...