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Accounting Influencers Podcast
The ACCOUNTING INFLUENCERS PODCAST is hosted by Rob Brown, co-founder of the Accounting Influencers Roundtable (AIR). Join hundreds of others on our next virtual speed networking event for influential leaders and professionals in the accounting, finance and tech world: https://accountinginfluencers.com/events On the show, Rob hits topics like leadership, people, talent, performance and success in the public accounting world. Listen for entertaining short interviews with top accounting leaders on what makes the good firms and professionals great. No fluff, just great bite-size insights from the people who count. The show also features multi-person panels on the key trends, reputation and future of the accounting profession. Stay informed and relevant by subscribing to one of the world's top accounting podcasts. Host Rob Brown is a renowned presenter, facilitator and chair of high-level conferences, panels and events globally for the accounting and fintech profession. He is retained by many professional networks, alliances, associations, practices and vendors to chair their events and provide high-level interview content for their communities. He is a dynamic speaker and accomplished expert on trust, reputation, employer brand, talent, career development, succession, gen z/generations, employee advocacy and executive presence. https://www.linkedin.com/in/therobbrown/ Rob is author of the bestselling book Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed over 300,000 times on YouTube. He is a stroke survivor, has epilepsy, is a committed Christian and has a black belt in kickboxing. He is based in Nottingham UK, home of Robin Hood, plays chess and backgammon, loves orange chocolate and is allergic to grapefruit. https://www.linkedin.com/company/accountinginfluencers https://bit.ly/AI-youtube https://twitter.com/accinfluencers
- 911 - Global Panel: Is Accounting Having an Identity Crisis?
This international panel discussion explores where the accounting profession is headed and what it needs to do to remain relevant. The all-star panel includes influencers Daniel Dronsfield, Amy Vetter, Jasen Stine and Andrew Harding.
The experts agree the profession is at an inflection point, with a divide between those embracing change and those resistant to it. Firms unwilling to adapt face potential irrelevance as the workforce ages and talent becomes scarce. Persistent myths like accountants being stuck in the past need debunking.
Successful future accountants will need skills beyond number-crunching, such as communication, strategic thinking, and an entrepreneurial mindset. The panelists urge learning from other industries' client-centric and innovative approaches.
Bold predictions include the rise of accounting for virtual economies, more cross-disciplinary education, the demise of the partnership model, and globalized services delivery.
If granted a magic wand, the panelists wish for raising financial literacy, closing the public's expectation gap on audit failures, and fostering a culture of technology integration.
While tumultuous times loom, the profession's future brims with opportunities for the adaptive. As Stein states: "It's the best and worst time" for accounting.
Key Takeaways:
The accounting profession is at an inflection point, with significant changes happening due to technology, changing workforce dynamics, and evolving client needs.Firms and individuals who embrace change and upskill in areas like communication, strategic thinking, and advisory services will thrive, while those resistant to change may struggle.The traditional partnership model and accounting qualifications may undergo significant transformations to adapt to the changing landscape.Increasing financial literacy and understanding the true value of accountants beyond compliance work is crucial for the profession's future."If your business model is serving people in volume and you want the 100, 1040 or the 50 a month bookkeeping client, I mean, you're in for a rude awakening because frankly, nobody really does want that." - Jason Stine
"We'll see the emergence of cross-disciplinary accounting degrees, certifications that lend finance and technology with traditional accounting education. The accountants of tomorrow, they'll need to have a very broad knowledge base to navigate the complexities of modern business." - Daniel Dronsfield
Watch in video format on youtube here: https://youtu.be/NsYHJu8dRTo
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The Accounting Influencers Podcast, hosted by Rob Brown,is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events
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Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
You can also check out all shows on the Accounting Influencers YouTube Channel
Mon, 13 May 2024 - 57min - 910 - Governance Best Practice for Successful Accounting Firms
Jeremy Clopton is a governance and leadership expert who works extensively with accounting firms.
Jeremy and Rob delve into the critical topic of governance best practices for successful accounting firms. Jeremy emphasizes the importance of separating governance (strategic decision-making) from operations (day-to-day management). He shares insights on streamlining decision-making processes, delegating authority, and fostering effective communication within partner groups.
Clopton's insights shed light on the common challenges firms face as they grow, including the need for partners to relinquish autonomy and embrace a more structured, business-like approach to governance.
He stresses the importance of clearly defining decision-making authority at different levels within the firm and ensuring that partners understand and buy into the governance model.
Key Takeaways:
Differentiate between governance (strategic decisions) and operations (day-to-day management)Clearly define decision-making authority at partner, management committee, and managing partner levelsFoster effective communication to keep partners informed and engagedEmbrace a business-like approach to governance while maintaining a people-focused cultureAlign partner compensation with desired behaviors and contributions to firm success"You can either be running your firm like a business, or you can be running it as nine different firms that all sit under the same roof."
View this episode in video on YouTube here: https://youtu.be/QYUCukwNwQs
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The Accounting Influencers Podcast, hosted by Rob Brown,is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events
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Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
You can also check out all shows on the Accounting Influencers YouTube Channel
Mon, 06 May 2024 - 21min - 909 - Panel: Making the Accounting Profession Future-Ready
This episode features a panel discussion on the challenges and future of the accounting profession. Panelists include Ed Kless, Michael Turner (Validis), Steve Cox (IRIS), and Dan McMahon (Integrated Growth Advisors). They delve into issues like the billable hour model, talent shortages, resistance to change, the role of technology like AI, client advisory services, private equity's impact, and more. The conversation offers insightful perspectives on where accounting is stuck and what kind of transformation is needed.
Panelists:
- Ed Kless, Former Senior Director of Partner Development and Strategy at Sage
- Michael Turner, CEO of Validis
- Steve Cox, Business Intelligence Director at IRIS
- Dan McMahon, Management Consultant at Integrated Growth Advisors
Key Topics:
- The billable hour as the "cancer" holding back accounting
- Need to transition to selling knowledge/value instead of time
- Talent shortage and struggles to attract newcomers
- Importance of purpose, values, and accountability for great firms
- Role of change management to drive transformation
- Predictions on multidisciplinary teams, data-driven audits, advisory services
"Stuck. In a word, stuck...The cancer of the accounting profession is the billable hour and the timesheet." - Ed Kless
"Let's eliminate the annual performance review and instead institute after action reviews...that is the replacement for the timesheet." - Ed Kless
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The Accounting Influencers Podcast, hosted by Rob Brown,is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events
◣━━━━━━━━━━━━━━━━━━━━◢
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
You can also check out all shows on the Accounting Influencers YouTube Channel
Mon, 29 Apr 2024 - 54min - 908 - Panel: Accounting Influencers on the Profession's Future
Rob Brown discusses the future of accounting with special guests Davis Bell, Geni Whitehouse, Geoffrey Brown and Jason Blumer. The panel provides insights into the key challenges and opportunities facing accountants, from talent retention and technology adoption to redefining the role of the modern accountant.
The conversation delves into the accounting profession's image problem, with the panel highlighting the need to better communicate the diverse career paths and meaningful work available to aspiring accountants. They also explore the shifts in firm ownership models, the rise of entrepreneurial mindsets, and the importance of accountants embracing a more advisory and future-focused role.
The guests share their predictions for the profession, including the changing talent pool, the commoditization of certain services, and the critical need for firms to integrate technology and business analysis skills. Overall, the episode paints a picture of an industry in flux, but one that holds immense potential for those willing to adapt and lead the charge towards a more dynamic and impactful future for the accounting profession.
Key Takeaways:
1. The accounting profession is facing a talent pipeline challenge, with a need to better retain and attract the next generation of accountants.
2. Embracing a more advisory and insight-driven approach is crucial for accountants to remain relevant and add value to clients.
3. Firms must adapt their ownership models and business structures to meet the needs and expectations of the incoming generation of leaders.
4. Technology and automation will continue to disrupt the profession, presenting both threats and opportunities for accountants.
5. Accounting firms should actively seek to integrate business analysis and technology skills into their teams to stay ahead of the curve.
Quotes:
"We need to start talking about what it means to be a finance and accounting professional much earlier, high school, junior high even, because there's a lot of opportunity there."- Geoffrey Brown
"If we can convince some people to keep coming into the profession, I mean, we're going to kill it. We're going to kill it over the next 30 years, I think." - Jason Blumer
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The Accounting Influencers Podcast, hosted by Rob Brown,is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events
◣━━━━━━━━━━━━━━━━━━━━◢
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
You can also check out all shows on the Accounting Influencers YouTube Channel
Mon, 22 Apr 2024 - 55min - 907 - Navigating the Shift: Deep Dive on 'Accounting Meets AI'
Jeff Seibert is the co-founder and CEO of Digits, a modern accounting platform. Jeff and Rob delve into the impact of AI on the accounting profession, exploring its potential to revolutionize the industry while also addressing concerns and misconceptions surrounding this emerging technology.
Jeff explains the fundamental concepts of machine learning and artificial intelligence in layman's terms, emphasizing that AI is not aimed at replacing accountants but rather augmenting their capabilities and freeing them from tedious tasks. He discusses the two main branches of machine learning – generative models like ChatGPT and predictive models – and how Digits is leveraging the latter to automate bookkeeping with an 87% accuracy rate.
The conversation also touches on the importance of data security, collaborative finance, real-time accounting, and the need for accountants to embrace technology to stay relevant and competitive. Jeff's message is one of hope, encouraging accountants to experiment with AI and adopt these tools to enhance their practices and better serve their clients.
5 Key Takeaways:
AI is not going to replace accountants; it will elevate the profession by automating tedious tasks and allowing accountants to focus on higher-value activities.Digits is developing AI bookkeeping models that can accurately classify transactions with 87% accuracy, significantly reducing manual labor.Data security is crucial when integrating AI into accounting software, and firms should scrutinize vendors' security measures.Collaborative finance and real-time accounting are the future, enabling accountants and clients to work together seamlessly and access up-to-date financial data.Embracing AI and new technologies is essential for accountants to remain competitive and grow their practices."AI is not going to be the death of accounting. Just like the calculator wasn't the death of accounting, the computer wasn't the death of accounting." - Jeff Seibert
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The Accounting Influencers Podcast, hosted by Rob Brown,is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events
◣━━━━━━━━━━━━━━━━━━━━◢
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
You can also check out all shows on the Accounting Influencers YouTube Channel
Mon, 15 Apr 2024 - 29min - 906 - Global Panel: Discussing the Future for Accounting
This engaging panel discussion explored the rapidly evolving landscape of the accounting profession, addressing the challenges, opportunities, and pivotal factors shaping its future. The panelists delved into topics such as technological disruption, changing workforce dynamics, the erosion of public trust, and the critical skills and mindsets required for accountants to stay relevant and indispensable in an era of unprecedented change.
The conversation highlighted the shared responsibility among various stakeholders, including individuals, firms, professional bodies, and technology providers, to drive the profession forward and maintain its ethical integrity. The panelists emphasized the importance of continuous learning, specialization, problem-solving, agility, and client-centricity as key competencies for accountants to cultivate in this transformative period.
Important Takeaways:
Continuous learning, specialization, and the ability to adapt to rapid change are essential for accounting professionals to stay relevant and competitive.Fostering a culture of generosity, humility, and curiosity within firms is crucial for driving innovation and empowering the next generation of accountants.Technology, particularly AI and automation, will profoundly impact the accounting profession, necessitating a mindset shift and a willingness to embrace these advancements.Accountants and professional bodies must collaborate to uphold the ethical standards and financial integrity of the profession, regaining public trust through transparency and accountability.Remote work and globalized teams present both opportunities and challenges, requiring a balanced approach that prioritizes talent development, mentorship, and fostering a sense of connection and belonging."Innovate or perish. Because honestly, at the end of the day, the reality is we're all consultants, and what's our mindset? How do we adapt to this changing world? We either innovate or we retire." - David Cieslak
"Time is going to become so much less relevant. The minute they offshored and outsourced and didn't put people's time into their time system for that work, pricing on time is ridiculous." - Jennifer Wilson
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The Accounting Influencers Podcast, hosted by Rob Brown,is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events
◣━━━━━━━━━━━━━━━━━━━━◢
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
You can also check out all shows on the Accounting Influencers YouTube Channel
Mon, 08 Apr 2024 - 58min - 905 - Panel: Future Forecast - The Outlook for Accounting
This is an insightful discussion on the future of the accounting profession, featuring an esteemed panel of accounting industry leaders and experts - Gary Boomer, Val Steed, Sarah Beale, and Bob Lewis.
They delve into the current state of accounting, the need for change, potential threats like AI and automation, the importance of rebranding and improving the profession's perception, the relevance of accounting qualifications, predictions for the profession's future, and more.
The panel acknowledges that while accounting has historically been stable, it's currently facing the most profound changes from all angles - economic shifts, regulatory uncertainties, technological disruptions like AI, and a severe talent shortage.
They emphasize that to remain relevant, the profession must adapt, innovate, improve processes, diversify talent, focus on advisory services, leverage technology intelligently, and most importantly, change its perception among the youth to attract the required talent.
Key Takeaways:
- The accounting profession is amid a transformative period driven by the accelerated pace of change, AI/automation, increased private equity investments, and changing workforce dynamics. Firms that fail to adapt will struggle to survive.
- The biggest threat is from entrepreneurs and firms that don't change their mindset from just providing compliance services to becoming strategic advisors understanding and solving clients' core business challenges.
- Rebranding the profession is crucial to attract diverse, younger talent by changing the perception that it's just number-crunching to showcasing it as an exciting, entrepreneurial career with varied opportunities.
- Accounting qualifications must continuously evolve with changing business needs, emphasizing skills like communication, ethics, sustainability, and digital proficiency along with technical expertise.
- Key predictions include greater advisory services adoption, private equity/consolidation, AI-driven automation of routine tasks, and the rise of accounting "big-box" firms offering integrated professional services.
- It's an opportune time in accounting, presenting transformative prospects for those willing to develop required skills, embrace technology, focus on advisory/consulting services, and be part of steering the profession's narrative.
"There is so much change out there, which means so much opportunity. And I think we've got the opportunity to carve out our profession in a really different way that adds massive value to business, economy, and society, if we get it right."- Sarah Beale
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The Accounting Influencers Podcast, hosted by Rob Brown,is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events
◣━━━━━━━━━━━━━━━━━━━━◢
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
You can also check out all shows on the Accounting Influencers YouTube Channel
Mon, 01 Apr 2024 - 1h 01min - 904 - Work Life Balance vs Productivity Hacks for Accountants
Rob Brown and Jeremy Clopton discuss work-life balance and productivity in the accounting profession.
Jeremy, a thought leader in the industry, shares his candid views on why traditional work-life balance is a flawed concept and offers a fresh perspective on prioritizing life over work. He emphasizes the importance of defining personal success, setting boundaries, and identifying the right work to focus on rather than falling into the hustle culture trap of merely doing more.
Jeremy's wisdom challenges the notion that more hours equate to greater productivity and encourages professionals to shift their mindset towards quality over quantity. He provides practical tips for leaders and individuals alike to recalibrate their priorities, acknowledge their contributions to the current situation, and make meaningful changes to improve their work-life harmony.
Key Takeaways:
Traditional "work-life balance" is a broken concept; it should be viewed as an action verb, "balancing life and work," not a destination.Prioritize life over work; we are replaceable in our vocations but irreplaceable in our individual lives.Define personal success and near-non-negotiables rather than letting others dictate your priorities.Strive for excellence, not perfection, as perfection is unattainable in professional services.Leverage technology to increase efficiency, not just speed, and redefine success beyond merely doing more."If you model a life that nobody else wants, then you can't figure out why people don't want to be a partner." Jeremy Clopton
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The Accounting Influencers Podcast, hosted by Rob Brown,is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events
◣━━━━━━━━━━━━━━━━━━━━◢
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
You can also check out all shows on the Accounting Influencers YouTube Channel
Mon, 25 Mar 2024 - 22min - 903 - Global Panel: The Future for Today’s Accounting Firms
In this panel discussion, host Rob Brown brings together knowledgeable guests from the accounting industry to discuss the current state of the profession, the challenges and threats it faces, and make bold predictions about the future of accounting. The panelists include Jeff Gramlich (Managing Director, Validus), Pat Morrell (Co-Founder, iWin), Hitender Patil (Director, Datamatics Business Solutions), Doug Lewis (Director, The Visionary Group), and the host Rob Brown.
The conversation covers various topics, such as the impact of technology, artificial intelligence (AI), outsourcing, private equity investments, talent acquisition, and the evolving role of accountants. The panelists share their insights and expertise, offering diverse perspectives on the industry's transformation and the changes firms must embrace to remain competitive and future-ready.
Key Takeaways:
Accounting firms are currently in good financial shape, with many experiencing strong growth and profitability.However, firms face significant challenges in adapting to rapid technological changes, attracting and retaining talent, and transitioning from traditional compliance work to advisory services.AI and automation are poised to revolutionize the industry, enabling firms to increase productivity, reduce burnout, and focus on higher-value services.Private equity investments and consolidation among top firms are expected to accelerate, bringing in professional management teams and driving diversification of service offerings.Successful firms will prioritize client satisfaction, embrace change, leverage global teams and outsourcing, and adopt a mindset of continuous improvement and innovation."Accountants are so very needed, but they just can't reach all the masses that they need to reach, right? So I think it's a great flux to be in." - Hitendra Patil
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The Accounting Influencers Podcast, hosted by Rob Brown,is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events
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Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
You can also check out all shows on the Accounting Influencers YouTube Channel
Mon, 18 Mar 2024 - 1h 00min - 902 - Panel: Diverse Voices Speak on the Future of Accounting
This engaging roundtable discussion explores the future of the accounting profession from multiple perspectives. Host Rob Brown is joined by Gary Shamis, Lexy Kessler, Roger Knecht and Calvin Harris to debate whether accountants need to change, examine threats and challenges facing the field, discuss making accounting an attractive career choice, and share bold predictions.
The panel acknowledges accounting is in flux, with technology, staffing shortages, and an increasingly transactional approach reshaping the profession. However, they see tremendous opportunity amid this disruption for those willing to adapt. Private equity investment, offshoring, and new firm models are expected, as well as a continued push to redefine accounting's relevance and enhance the pipeline of emerging talent.
Key Takeaways:
The accounting profession is becoming more transactional and less relationship-oriented due to staffing constraints.Poor starting salaries compared to the significant educational investment required is a major threat hindering recruitment.There is a lack of consensus on what modern accounting roles entail, hurting the profession's branding and ability to attract newcomers.Technology skills will be essential for future accountants, but so will an ability to tell compelling stories about accounting's impact.Firms must evolve through potential private equity investment, offshoring, and new operational models to meet changing client and staff expectations."The sky isn't falling, it's just we're having to act and move."
- Roger Knecht
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The Accounting Influencers Podcast, hosted by Rob Brown,is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events
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Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
You can also check out all shows on the Accounting Influencers YouTube Channel
Mon, 11 Mar 2024 - 50min - 901 - How to Disrupt Accounting Firms – Moneyball Metrics
Discover how Bob Lewis shapes CPA firm futures with M&A, advisory services and growth tactics. Essential listening for accountants and CPAs
In this episode, host Rob Brown interviews Bob Lewis, CEO of The Vision Group, about major disruptions happening in the accounting industry.
They discuss the key inflection points causing disruption such as aging partners, workforce shortages, emerging technologies, and private equity investments. Bob explains the importance of recognizing these disruptions and taking proactive steps to get "disruption ready".
He shares insights on managing people, improving firm profitability, preparing for leadership transitions, and rethinking service offerings to meet evolving client needs.
Key Takeaways:
Aging partners, workforce shortages, and emerging technologies are disrupting accounting firms, requiring changes in strategy.Firms must invest in technology, people, and new service offerings to stay competitive. Lack of investment reduces profitability.Metrics like revenue per professional and realization rates indicate a firm's pricing, profitability, client mix and other performance factors.Future-focused firms are expanding into advisory services beyond compliance work to add value.Staff want vision, training, and empowerment - not just remote work options - to stay engaged.Private equity investments are changing ownership models and bringing new leadership approaches to firms.Quotable Quotes:
"The disruption is occurring all around them and they can't control it."
"CPA firms, accounting firms, they're becoming consultant agencies."
Mon, 04 Mar 2024 - 36min - 900 - How Consolidation, PE Money & M&A Impacts Accounting
Jim Bourke is a thought leader in the accounting profession. Jim and host, Rob Brown, extensively discuss the impact of private equity investments and rapidly evolving technology on the accounting landscape.
Bourke emphasizes the substantial changes brought about by private equity, altering traditional norms of firm acquisitions and augmenting profitability. He also underscores how technology, particularly artificial intelligence and machine learning, is reshaping the profession.
He talks about the demographic shift witnessed in the field with younger, tech-savvy professionals driving change. Additionally, the conversation touches upon the challenges and opportunities faced by firms contemplating mergers and acquisitions.
Bourke offers valuable advice for both junior and senior professionals in the accounting industry to stay relevant and thrive in the face of these sweeping transformations.
Key Takeaways
➯Private equity has permanently changed the accounting profession, affecting acquisitions, firm structure, and revenue models.
➯Technology, such as generative AI, is transforming the way accountants work and offering opportunities for increased efficiency and specialization.
➯Young professionals should view mergers and acquisitions as opportunities for growth and differentiation within the evolving accounting landscape.
➯Successful deals require a period of engagement and cultural alignment, as deals that neglect these factors are more likely to fail.
➯To stay relevant, accountants must embrace change, invest in technology, and adapt to the evolving needs and expectations of clients.
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The Accounting Influencers Podcast, hosted by Rob Brown,is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events
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Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
You can also check out all shows on the Accounting Influencers YouTube Channel
Mon, 26 Feb 2024 - 28min - 899 - How Well Do You Know the Podcast Space in Accounting?
Rob Brown interviews Katie Thomas, a podcasting expert, about the benefits of podcasting for accountants and finance professionals. Katie makes a compelling case for why podcasting is worth the investment of time and resources, even in a crowded space with over 5 million active podcasts.
Katie explains how podcasting helps build relationships and trust with both existing and prospective clients. It establishes you as an expert in your niche and gives you a platform to share valuable insights. Podcasting also generates content that can be repurposed across social media, your website, and other marketing channels.
Katie also offers practical tips for getting started, like batch recording episodes in advance for busy seasons and working with a professional agency so you only have to focus on the recording.
Key Takeaways:
➯ Podcasting builds trust and relationships with your audience.
➯ It establishes you as an expert in your niche.
➯ A podcast spearheads content that can be repurposed across channels.
➯ You don't need millions of listeners to benefit.
➯ Consider hiring an agency to handle production so you simply have to record.
"Podcasting is a way that you can build peri-social relationships. So you don’t have to go out 1 by 1 to all these people listening to your podcast or consuming your content that. your content that’s a byproduct of that podcast, but rather those people, they feel like they know you, they like you, they trust you, but you’re doing it on a mass scale."
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The Accounting Influencers Podcast, hosted by Rob Brown,is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events
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Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
You can also check out all shows on the Accounting Influencers YouTube Channel
Mon, 19 Feb 2024 - 32min - 897 - What Links Compliance to Advisory for Accountants?
Rob Brown interviews Geni Whitehouse, an accountant turned speaker, author, and trainer who helps CPAs make the transition from compliance work to becoming trusted advisors for their clients.
They discuss why technology hasn't replaced accountants, the importance of communication skills for advisors, asking insightful questions, and overcoming the resistance many accountants have to expanding their services.
Geni emphasizes that the future of the accounting profession depends on building deeper relationships with clients by uncovering their goals and turning financial data into meaningful insights.
Key Takeaways:
Technology like AI will augment the work of accountants, not replace them. Accountants will be freed up to focus on more strategic insights.Communication skills, especially listening, are critical for advisors. Asking thoughtful questions is key to understanding client needs.Advisors don't impose solutions. They collaborate with clients to develop custom strategies based on their goals.Accountants have invaluable financial knowledge but need to learn to convey it visually for clients.Firms need to help accountants find time for learning and collaboration to expand their advisory skills."Technology, is going to be the final liberating force in our lives that allows us to do the stuff that we really want to do."
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering: https://accountinginfluencers.com/events. Great to build your personal brand and make valuable industry connections in return for a small donation to charity.
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Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
You can also check out all shows on the Accounting Influencers YouTube Channel
Mon, 12 Feb 2024 - 33min - 896 - How AI & Chat GPT Are Disrupting Accounting Functions
In this insightful conversation, Nicolas Boucher shares his perspective on how artificial intelligence (AI) and tools like ChatGPT are transforming the accounting and finance functions.
He emphasizes that AI will not make these roles obsolete but rather enable professionals to focus on more strategic and value-adding activities. Boucher highlights the importance of embracing technology, learning coding (e.g., Python), and developing communication skills to effectively translate financial insights to non-finance stakeholders.
Key Takeaways:
AI and ChatGPT can significantly increase productivity and automation, allowing finance professionals to spend more time on analysis and strategic decision-making.Learning coding languages like Python and leveraging ChatGPT's capabilities can automate mundane tasks and enable more effective data analysis.Communication skills are crucial for finance professionals to effectively translate financial data and insights to non-finance stakeholders and decision-makers.Embracing AI and continuous learning are essential for finance professionals to remain relevant and add value in a rapidly changing business landscape.The future of finance lies in strategic advisory roles, providing insights and guidance to business partners, rather than solely focusing on compliance and reporting."The world is going to belong to people that are the best at communicating ideas, not going to belong to the people that have the best ideas." - Nicolas Boucher
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The Accounting Influencers Podcast, hosted by Rob Brown,is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events
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Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
You can also check out all shows on the Accounting Influencers YouTube Channel
Mon, 05 Feb 2024 - 29min - 895 - Why Accounting Professionals Need a Personal Brand
Marketing expert Jo Edwards brings 35 years of experience to the topic of personal branding for accountants and CPAs in creating industry rockstars in accounting.
Jo shares why building a strong personal brand is critical for standing out and attracting high-quality clients in a competitive marketplace.
Rob and Jo discuss how to build an authentic brand aligned with your interests, the power of microniche expertise, and how to measure your brand's progress.
Jo emphasizes being intentional about developing your brand and using tools like content creation and public speaking to raise your profile. She offers advice for overcoming introversion and making time for branding activities.
Jo argues that amplifying your personal brand is essential for commanding premium fees, generating referrals, fast-tracking your career, and achieving influence in your firm.
Key Takeaways:
The "three R's" of personal branding are recognition, reputation, and respect. A strong brand helps you get "paid" through attention, high fees, and referrals.Authenticity is crucial - crafting a brand that's not true to you is hard to maintain long-term. Align your brand with your genuine interests.Consider micro-niche expertise, becoming known as the go-to expert in a very specialized area aligned with your interests.Measure progress by conversions - when target audiences seek you out, invite you to speak, and refer new business to you.Use tools like content creation, public speaking, and networking, but play to your strengths and act within your comfort zone. Seek help from mentors."Any accountancy firm that isn't winning more than 80 percent of their new work from referrals is doing something wrong."
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering: https://accountinginfluencers.com/events. Great to build your personal brand and make valuable industry connections in return for a small donation to charity.
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Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
You can also check out all shows on the Accounting Influencers YouTube Channel
Mon, 29 Jan 2024 - 31min - 894 - Busy Season & Beyond: Good to Great for Accountants
Steve Cox, Director of Business Intelligence @ IRIS Software Group, shares what works for accountants and CPAs during and post busy tax seasons.
Rob and Steve discuss the international prevalence of busy seasons, and the impact it has on accountants in terms of long hours, stress and mental health.
Steve provides advice for accountants on how to get through busy season and how to reflect afterwards on what went well and what could improve. He emphasizes the importance of long-term planning and strategy, reviewing your client list, and looking at processes and workflows.
Steve also discusses the role of software vendors in supporting accountants during busy season. He predicts that busy season will continue but technology and benchmarking can help smooth out the cycles.
Key Takeaways:
Busy season is an international phenomenon, with accountants worldwide facing intense workloads leading up to tax deadlines.Busy season takes a toll on accountants through sleep deprivation, stress, and negative impacts on health and family life.After busy season, accountants should reflect on what went well, what could improve, and what's in their control to change.Long-term planning and strategy is critical rather than just focusing on the short-term. Review your client list and staff wellbeing.Software vendors play a key role in supporting accountants during busy season as an agony aunt and shoulder to cry on.Technology like AI may make compliance tasks easier but won't eliminate busy seasons. Knowledge sharing will help."Frazzled is a really good word to describe them because there isn’t much else you can say. It is all those long hours take their toll."
"Is life going to get easier for an accountant? No. Everyone seems to be thinking that AI is either going to come and replace their jobs or make their lives easier."
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mon, 22 Jan 2024 - 25min - 893 - Practical Optimism: Tools for Tackling Tough Times
Welcome to the Accounting Influencers Podcast, dropping every Monday to 40,000 accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
For today's show "Ken Schmitt, Founder of TurningPoint Executive Search and 'The Practical Optimist' author, discusses practical optimism tools for accountants in tough times."
In this inspiring episode, host Rob Brown interviews author and executive recruiter Ken Schmitt about cultivating practical optimism. They discuss how leaders can create engaged, empowered teams by trusting employees and giving them autonomy.
Schmitt emphasizes taking "baby steps" to make changes sustainable, whether it's becoming more optimistic personally or reaching big goals professionally. He suggests limiting doomscrolling on social media and following more uplifting accounts instead.
Schmitt also stresses the importance of transparency and open communication when mistakes inevitably happen, noting that optimism enables resilience and perseverance. With tips for improving mental health, nurturing relationships, and achieving work-life balance, this episode provides an optimistic roadmap to start the new year off right.
Overall, Schmitt makes the case that optimism is an attainable mindset, not pie-in-the-sky wishful thinking.
Key Takeaways:
- Optimism is a mindset and a frame of reference. It's about believing you can make a positive difference, even amidst uncertainty.
- Leaders who empower and trust their teams create more engagement and satisfaction. Micromanaging squashes innovation.
- Transparency about company culture and clear communication of expectations helps attract and retain the right talent.
- Limit doomscrolling on social media. Follow accounts that bring you joy and inspiration instead.
- Mental health challenges are surmountable. Seeking help is a sign of strength and agency, not weakness.
"If you're too optimistic, you may take big risks that don't pay off. If you're too practical, you won't take many risks at all."
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mon, 15 Jan 2024 - 33min - 892 - Transforming Accounting: Aprio CEO Richard Kopelman
"CEO Richard Kopelman unveils Aprio's massive expansion, secret projects and shares invaluable CPA advice for global accounting success."
Richard Kopelman, CEO and Managing Partner of accounting firm Aprio, shares his personal philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision to have truly global accounting firms.
Kopelman shares how staying positive and persistent has been key to leading Aprio's tremendous growth from $70 million to $450 million in revenue.
He emphasizes the importance of having a well-defined strategic plan and sticking to it, even though growth is never a straight line.
Kopelman also provides insight into transitioning accounting firms beyond traditional partnership structures into more corporate models in order to scale. His vision is to have truly global accounting firms without restrictions.
Throughout the discussion, Kopelman's passion for the profession and commitment to seizing opportunities comes through clearly.
"My personal philosophy is to stay positive and never give up. I'm not very good at taking no for an answer."
Key Takeaways:
Staying positive and never giving up has been Kopelman's key to success in leading Aprio from $70M to $450M in revenue.Having a well-defined strategic plan is crucial - you need a North Star even though growth is never a straight line.Firms need to move beyond traditional partnership structures and embrace more corporate approaches to scale.Hiring great people and getting out of their way is his leadership philosophy.◣━━━━━━━━━━━━━━━━━━━━◢
You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mon, 08 Jan 2024 - 13min - 891 - Inside Aprio: Leading a Top 30 Accounting Powerhouse
"Explore the success journey of Aprio, a Top 30 US Accounting Firm, with CEO Richard Kopelman. Gain insights from overseeing 25+ strategic mergers & acquisitions."
Richard Kopelman, CEO and Managing Partner of Aprio, discusses the exciting transformation and rebranding of HA&W into a global business advisory and accounting firm.
He explores the high demand for accounting services due to changes in business, regulatory requirements, and technology. A key challenge for accounting firms, according to Kopelman, often lies in mindset, with many professionals needing to shift from a risk-averse outlook to a more positive, entrepreneurial one.
He highlights the importance of an inclusive, growing, and nurturing work culture and leveraging technology for business operations, emphasizing the crucial role of data. He shares the hiring strategies of Aprio and discusses the future of the accounting sector, expressing a keen interest in the endless opportunities that constant change brings.
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mon, 01 Jan 2024 - 18min - 890 - Driving Digital Transformation in Accounting Firms
Jennifer Warawa is a trailblazer in the accounting world. She's the North American president of a leading firm, a self-made entrepreneur, and even a foster parent. However, her standout achievement isn't just financial—it's a remarkable employee net promoter score (NPS) above 60. Her workplace thrives on purpose, passion, and even a few laughs, like the notorious beanbag chair mishap. Learn how to build a company culture where employees are genuinely happy and engaged.
Dive into the world of digital transformation in accounting firms. Jennifer reflects on a stagnant decade-long conversation. While some firms embrace tech, others lag, widening the gap. Discover why change is crucial for future success and explore the clash between fast-paced tech and the traditional accounting profession. Accountants must offer more value by focusing on higher-level tasks. Discover which firms will thrive and how to attract and retain talent.
Why resist change? Comfort with the status quo or thinking clients are content might be reasons. However, clients may not fully grasp an accountant's value until they experience it elsewhere.
Learn how automation can boost efficiency and allow accountants to focus on high-value tasks.
Jennifer Warawa is a seasoned professional with over two decades of experience in the accounting field. She successfully operated her firm in Canada for half of her impressive career. In the other half, she took on various high-profile global executive leadership roles at Sage.
Jennifer currently holds the esteemed position of President at QuickFee North America, headquartered in Dallas, Texas. QuickFee specialises in cutting-edge financing, online payment, and e-invoicing solutions, primarily catering to professional service firms, particularly in the accounting and legal sectors.
Jennifer's outstanding accomplishments have garnered her a multitude of prestigious honours. She was consistently among the Top 25 Most Powerful Women in Accounting according to the CPA Practice Advisor and the AICPA for an impressive seven-year period from 2013 to 2019. Accounting Today also celebrated her as one of the Top 100 Most Influential People for an impressive nine consecutive years from 2010 to 2018. Furthermore, she stood out as a remarkable talent by being honoured as a member of the "Top 40 Under 40" by CPA Practice Advisor for an impressive six years straight, from 2010 to 2015.
Beyond her illustrious career, Jennifer is renowned as a thought leader. As a keynote speaker, she has graced numerous industry events and business conferences, consistently earning top ratings for her insightful contributions.
On a personal note, Jennifer and her husband, Shane, have been a devoted foster parent since 2014. Their home has been a haven for 11 children, ranging in age from 6 to 18, exemplifying their deep commitment to making a positive impact in the lives of others.
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. ◣━━━━━━━━━━━━━━━━━━━━◢
You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mon, 25 Dec 2023 - 21min - 889 - The Art of Saying NO & Other Productivity Strategies
The Art of Saying No & Other Productivity Strategies with Mark Fritz
Mark Fritz focuses on the vital topic of saying no and setting boundaries. Mark highlights the significance of being assertive and maintaining focus to say no to various demands and requests effectively. He emphasises the value of listening and understanding the perspective of others when communicating a refusal. Mark also discusses the challenges busy professionals face, particularly accountants, who often feel overwhelmed by the multitude of tasks and responsibilities they have to handle.
He shares his observations on the current era of information overload and the need for individuals to prioritise and do less to achieve more. Mark suggests learning from other sectors can provide valuable insights and strategies for managing workload and avoiding burnout. The episode further delves into the psychological factors behind saying no, such as fear of disappointing others, fear of missing out (FOMO), and the pressure to fit in or be seen as a team player.
Mark offers practical advice on overcoming these fears and setting personal boundaries. He advocates for open communication and understanding between colleagues and leaders and the importance of aligning personal and professional priorities. In addition, the episode explores the role of scripts or prepared responses in navigating difficult conversations and saying no clearly and concisely. Mark highlights the importance of staying true to one's boundaries and goals and avoiding over-commitment. Throughout the interview, Mark provides examples, personal anecdotes, and practical tips on developing the confidence and assertiveness needed to say no effectively.
Mark Fritz is an accomplished leader who focuses on driving change across diverse cultures and distances. With a rich international career spanning numerous countries, including Egypt, Netherlands, Italy, and Japan, Mark has successfully spearheaded enterprise-level change initiatives. His expertise lies in leading transformation and reengineering efforts, effectively managing virtual teams, and fostering the growth of diverse, resilient groups.
Mark has left an indelible mark on executives and organisations worldwide as a renowned leadership specialist. He has been instrumental in helping them reshape their leadership approaches, resulting in improved outcomes and lasting impact. Mark's influence extends to prestigious business schools like IE Business School and HEC, where he imparts his wisdom through enlightening courses on leadership and influence.
Within organisations, Mark crafts tailored leadership programs that fortify leaders and equip them with the tools necessary for growth and triumph. His journey has taken him around the globe, where he's lived in various countries and worked in over 50 nations. Currently residing in London with his Japanese wife, Mark enjoys playing golf and cherishes collaborating with individuals from diverse cultural backgrounds, recognising the invaluable lessons such experiences offer.
Mark Fritz is renowned for his commitment to empowering leaders to shift away from micromanagement and embrace a culture of ownership and achievement. His expertise lies in unlocking the full potential of teams. Through impactful keynotes and masterclasses, he delivers inspirational experiences brimming with practical advice and actionable steps.
With a steadfast dedication to enhancing performance, influencing others, and mentoring, Mark's thought-provoking sessions and ongoing support have become integral to organisations' growth journeys. His unique blend of inspiration and practicality leaves audiences with clear actions and a deep desire to become the leaders they aspire to be. Mark Fritz is the catalyst for transformation and excellence in leadership.
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Wed, 20 Dec 2023 - 23min - 888 - Accounting Firm Talent Strategies: Marina Kooijmans
Rob Brown interviews Marina Koijmans, a talent and workplace expert, on the topic of talent management and upskilling in the accounting profession. Marina begins by explaining the challenges of talent management in today's rapidly changing world. She highlights the importance of reskilling and upskilling due to the ever-changing marketplace and the need for organizations to adapt and stay relevant. She mentions that technology-driven change and innovation are key drivers of this need for new skills.
The conversation then shifts to the perception of accountants as not traditionally being associated with innovation. Marina acknowledges this but emphasizes that the accounting profession is also evolving and recognizing the importance of upskilling and change. She explains that accountants need to acquire not only technical skills but also digital skills and advisory skills to meet the changing needs of customers.
Marina introduces the concept of a skill strategy and explains that organizations need to focus on skills rather than job descriptions. She mentions the importance of internal mobility and how it allows employees to develop new skills in different environments. She also highlights the benefits of international mobility, as it provides opportunities to learn from different cultures and enhance career growth.
The conversation then delves into the various skills and competencies that should be part of any skill strategy or framework. Marina outlines five skill groups: technical skills, digital skills, advisory skills, leadership skills, and human skills. She emphasizes the importance of leadership, storytelling, problem-solving, ethics, integrity, and effective communication in the accounting profession.
Rob and Marina discuss the challenges faced by accountants in upgrading their skills. Marina acknowledges that many accountants feel comfortable with their current knowledge and are hesitant to step out of their comfort zones, particularly when it comes to human skills. However, she highlights the importance of continuous learning and personal development to stay relevant in a changing landscape.
The conversation concludes with Marina discussing different learning approaches and methods. She mentions the use of blended learning, including classroom training, e-learning, and audio books. Marina emphasizes the need for individuals to take responsibility for their own learning and development.
Overall, this episode of the Accounting Influencers podcast provides valuable insights into the challenges and importance of talent management and upskilling in the accounting profession. It highlights the need for accountants to adapt, develop new skills, and embrace continuous learning to succeed in a rapidly changing industry.
Marina Kooijman is the Chief People Officer at HLB, based at the Executive Office in London. In this pivotal role, Marina spearheads the development and execution of HLB's comprehensive people strategy, driving the organization towards innovation and inspiration. She is deeply committed to fostering a vibrant corporate culture rooted in HLB's core values and purpose.
Marina firmly believes that nurturing talent and cultivating a diverse, inclusive environment, where every individual feels secure, valued, and respected, is the key to achieving business success and sustainable growth.
Before joining HLB International, Marina garnered a wealth of experience working with renowned international firms such as Deloitte and PwC, both in the Netherlands and across borders. Her extensive background in talent management positions her as a seasoned professional in her field.
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mon, 11 Dec 2023 - 19min - 887 - How Tech-Driven Audits Are Revolutionizing Accountancy
Rob interviews Jeff Gramlich from Validis. They discuss various topics related to the accounting profession and the role of technology in driving efficiency and quality. Jeff shares insights on the paradigm shift towards data-driven audits and the impact of technology on the industry. They also explore the challenges of attracting and retaining talent in the accounting profession. Jeff highlights the difference between good and great accounting firms and the importance of technology adoption in staying ahead. They also touch on the future of the profession and the exciting opportunities that lie ahead. Tune in to this episode to gain valuable insights and perspectives on the accounting profession and the role of technology in shaping its future.
Jeff is a seasoned CPA with over 40 years of experience in the accounting industry, having started his career at Arthur Young & Co. He holds a CITP certification and has made significant contributions to the US accounting sector. Notable highlights include his role as President & CEO of the Small Firm Services business unit at CCH and serving as President of AccountantsWorld. Jeff is deeply committed to enhancing the industry, from streamlining everyday workflows to elevating overall quality standards. In his current role at Validis, he is at the forefront of leveraging technology for audit processes and establishing key strategic partnerships to bring cutting-edge ideas and solutions to the market.
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mentioned in this episode:
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Mon, 04 Dec 2023 - 22min - 886 - UK Special: AI Forecasting in Accounting: Chirag Shah
Rob Brown interviews Chirag Shah, the founder and CEO of Nucleus Commercial Finance, a UK-focused lender.
Chirag discusses the challenges and opportunities in the financial space, particularly in lending and funding. He also talks about the importance of financial analysis and forecasting for businesses, emphasizing the need for businesses to understand their cash flow and plan effectively.
The interview highlights the role of accountants and advisors in helping businesses make sound financial decisions and navigate uncertain economic conditions.
Chirag Shah is the founder and CEO of Pulse, a visionary platform that empowers businesses, accountants, and business advisors with a tailored dashboard showcasing vital statistics and trends. With over two decades of experience in financial services, Chirag has consistently demonstrated his expertise. In 2011, he pioneered the establishment of Nucleus, a renowned alternative finance entity, offering flexible and personalized financial solutions for SMEs, regardless of their industry or growth stage.
Recognizing the pressing economic challenges UK SMEs face, Chirag introduced Pulse in October 2022, a groundbreaking platform harnessing the power of AI for in-depth financial analysis, benefitting both businesses and accountants. Chirag's mission extends beyond enhancing the UK's business landscape; he is dedicated to assisting SMEs in honing their data comprehension skills to chart a path to success. Chirag's expertise encompasses the significance of forecasting, the key elements that constitute effective forecasts, and the selection of the proper forecasting tools.
His vision for Pulse revolves around transforming it into a comprehensive forecasting tool, addressing the challenges SMEs encounter, elucidating Pulse's role, and exploring the far-reaching implications of AI in this context.
For more information about Nucleus, visit https://nucleuscommercialfinance.com/
To learn more about Pulse, https://mypulse.io/
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mon, 27 Nov 2023 - 21min - 885 - The Accountant-Vendor Relationship: Seth Fineberg
Understanding the Vendor-Accountant Relationship and the Future of Events in Accounting
In this episode of the Accounting Influencers Podcast, host Rob Brown conducts an in-depth interview with Seth Feinberg, author of the Feinberg Review. They discuss the evolving relationship between tech vendors and accountants, including the trust issues and the need for vendors to better understand accountants' needs. Seth highlights the role of events for vendors to directly communicate with their target market. The conversation covers how vendors can build more meaningful relationships with accountants, the future of accounting events, and how the profession can evolve with these changes.
Seth Fineberg is a seasoned accounting industry consultant and Content Strategist with an impressive track record spanning over 30 years. His extensive career has primarily revolved around shaping the evolution of the accounting profession. Seth's notable roles include serving as the Technology Editor at Accounting Today and leading AccountingWEB's US team.
In his current venture, Accountants Forward, Seth is dedicated to driving progress within the accounting profession by curating high-quality, practical, and valuable content. He takes on various roles in content creation and execution, including articles, podcasts, webinars, white papers, and live events.
For those seeking valuable insights and updates, Seth offers a Free Weekly newsletter on his website. He is also a recognized contributor to prominent publications such as CPA Trendlines, Karbon Magazine, Accounting Today, and The Woodard Report.
Seth's expertise lies in two key areas: (1) fostering strong vendor-accounting relationships and (2) orchestrating successful events, marketing strategies, media outreach, and garnering attention in the accounting industry.
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mentioned in this episode:
YouTube CTA
Mon, 20 Nov 2023 - 41min - 884 - How Accounting Professionals Learn: Stuart Pedley-Smith
Rob Brown welcomes Stuart Pedley-Smith, Chief Learning Officer at Kaplan Financial, to discuss the evolving landscape of qualifications and their relevance in today's finance and accounting profession. Stuart, with over 25 years of experience in accountancy education, shares insights into the changing roles of finance professionals, emphasizing the need to adapt to technological advancements. The discussion explores the importance of maintaining core principles while incorporating new tools and technologies in qualifications. Stuart also highlights the role of technology in reshaping the profession and the potential for technology-based assessments. Overall, the episode delves into the challenges and opportunities facing finance professionals in a rapidly evolving industry.
Stuart Pedley-Smith, a certified accountant, has dedicated his career to professional education. As Kaplan's Head of Learning, he shapes the company's education strategy, advocates best practices, and fosters a culture of learning. With over two decades of teaching accountancy students, Stuart's insights culminated in his book on examinations. His expertise informs engaging talks, a monthly blog, and podcasts on exam success. Stay tuned for Season 4 of the Kaplan Learn Better Podcast, and explore his insightful blogs:
Kaplan Learn Better Podcast (Season 4 coming soon):
https://kaplan.co.uk/learn-better-podcast
Kaplan Learning Blog (General Kaplan Blog):
https://kaplan-learning.com/blog
Pedley-Smith Blog (Exploring evidence-based learning and exam success):
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mentioned in this episode:
YouTube CTA
Mon, 13 Nov 2023 - 31min - 883 - Never Mind the Gurus: Tough Talking from Des O’Neill
Des O'Neil shares his insights on helping accountants and bookkeepers realize their full potential and make a real impact on their clients. He emphasizes the importance of finding joy and passion in one's business and highlights that it's never too late to change direction for better results. Des also discusses the difference between authentic influencers and those who may not provide genuine value. Simplifying business and life comes down to clarity and understanding what you want, setting boundaries, and consistently delivering value to clients.
Des O'Neil, an experienced accountant on a mission to help you rapidly boost your firm's profitability while reducing stress. With a unique blend of technical expertise and a passion for creating sustainable businesses, Des is not just an accountant; he's a transformational force.
In a world filled with constant deadlines and regulatory challenges, Des understands the struggles accountants face, from attracting and retaining the right staff to dealing with less-than-ideal clients. He's been there, and he has the solutions.
With over 15 years of experience and a proven track record, Des has worked with thousands of firms, developing ProfitPro and the Winning Firm Workshop. If you're ready to achieve a more profitable and rewarding accounting business, Des O'Neil is here to guide you.
Learn more at https://theprofitpro.com/ and discover the better way to run your accounting business with Des O'Neil.
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mentioned in this episode:
YouTube CTA
Mon, 06 Nov 2023 - 25min - 882 - Associations in Accounting: CIMA President Sarah Ghosh
We have the honor of hosting Sarah Ghosh, the President of CIMA (Chartered Institute of Management Accountants). Sarah provides insights into the dynamic world of management accounting and its relevance in today's business landscape.
With a diverse membership representing various roles and industries, CIMA is at the forefront of shaping the future of finance professionals. Sarah discusses the evolving responsibilities of accountants, from embracing technology and sustainability to promoting inclusion within the profession.
The conversation delves into how technology, including AI and machine learning, is transforming the way accountants work and make decisions. Sarah emphasizes the importance of agility and staying updated with technological advancements.
Sustainability is another key focus, with Sarah highlighting the role of accountants in addressing sustainability challenges and aligning with regulations and frameworks. She discusses the ethical considerations related to data and the profession's responsibility in promoting sustainable practices.
Inclusion is a topic close to Sarah's heart, and she shares her involvement in initiatives like CIMA Women in Leadership, aiming to create a more inclusive accounting profession.
The episode offers a comprehensive look at the evolving roles and responsibilities of accountants, providing valuable insights for both current and aspiring finance professionals. Join us for an engaging conversation on the future of the accounting profession with Sarah Ghosh.
Sarah Ghosh is an accomplished finance and IT professional with a keen interest in the transformative power of technology within the business landscape. With a particular fascination for AI and Quantum technologies, Sarah is dedicated to understanding how these innovations are reshaping industries and accelerating decision-making processes.
Throughout her career, Sarah has garnered extensive experience and expertise, allowing her to work effectively at the C-suite level across various sectors. Her unique blend of financial acumen and IT proficiency positions her as a valuable asset in the rapidly evolving business world.
Sarah's true value lies in her ability to provide insights and practical knowledge during board discussions. In an era marked by economic, geopolitical, and environmental challenges, she brings a wealth of experience to the table, enabling her to inform and influence strategic decisions effectively.
Passionate about the implications of technology on value creation, customer experiences, and social and environmental impacts, Sarah Ghosh is a forward-thinking professional dedicated to driving positive change and innovation in the corporate world.
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mentioned in this episode:
YouTube CTA
Mon, 30 Oct 2023 - 27min - 881 - The Fight for Relevance in Accounting: Calvin Harris
Rob Brown sits down with Calvin Harris, the CEO of the New York State Society of CPAs. Calvin discusses his role in leading the organization that represents CPAs in New York State and beyond. He shares his perspective on being a CPA and the importance of the credential.
Calvin talks about the challenges and opportunities facing the accounting profession today, emphasizing the need for CPAs to demonstrate their relevance in a changing landscape. He highlights the role of technology, communication, and storytelling in showcasing the value of the accounting profession to younger generations.
The conversation also touches on the impact of the COVID-19 pandemic on the profession and the lessons learned from it. Calvin shares insights into the evolving role of CPAs and the importance of adaptability.
Tune in to gain valuable insights from Calvin Harris on the state of the accounting profession and the path forward for CPAs in a dynamic world.
Calvin Harris Jr., CPA (MD), is the CEO of the New York State Society of CPAs, the oldest state accounting association in the U.S. With 30+ years of executive experience, he's been a CFO, auditor, forensic accountant, consultant, and entrepreneur.
A Morehouse College graduate, Calvin previously served as the SVP & CFO of the National Urban League in NYC and CFO of Baltimore City Community College. He's held leadership roles at organizations like the United Nations Foundation, NeighborWorks America, Legal Services Corporation, and Aeras Global TB Vaccine Foundation. His career began as an auditor at Arthur Andersen.
Calvin, the 24th Chairman of the Board and National President of the National Association of Black Accountants, has a deep passion for the accounting profession, inspired by his mother, a high school bookkeeping teacher. A Maryland native, he now calls Brooklyn, New York, home.
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mentioned in this episode:
YouTube CTA
Mon, 23 Oct 2023 - 37min - 880 - Selling Advisory Services for Accountants: Adam Lean
Rob Brown were joined by a true visionary in the world of finance and entrepreneurship, Adam Lean.
Adam Lean's journey from accountant to two-time entrepreneur is nothing short of remarkable. He's built, scaled, and successfully sold two businesses, all while honing his expertise in financial management. Today, he's the driving force behind The CFO Project, a training company that equips financial professionals with the skills to provide outsourced CFO and business advisory services.
Join us as we dive deep into the world of accounting and entrepreneurship with Adam Lean. In this episode, we explore what clients genuinely seek from their accountants and strategies for growing your practice without increasing your workload. We delve into assessing your readiness to provide business advisory services and discuss how to attract new clients through these offerings. Additionally, Adam shares insights on maximizing value by upselling business advisory services to existing clients, effective pricing strategies for these invaluable services, and the critical transition from a time-for-money model to achieving true business ownership.
Adam Lean is a dynamic individual with a background as a former accountant turned successful entrepreneur, having built, scaled, and sold two businesses. However, his true passion lies in teaching and empowering other business owners. Recognizing the importance of financial success and peace-of-mind for entrepreneurs, Adam is dedicated to providing valuable tools and resources to help them make informed decisions, increase profitability, and achieve a sense of security in their endeavors. Through his expertise and experience, he strives to make a positive impact on the lives of business owners, guiding them towards greater prosperity and fulfillment.
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mentioned in this episode:
YouTube CTA
Mon, 16 Oct 2023 - 27min - 879 - Accounting Trends in AI & Advisory: Richard Francis
Rob Brown has the the privilege of hosting Richard Francis, the visionary Founder and CEO of Spotlight Reporting. As a global business intelligence software company dedicated to serving accounting firms and CFOs, Spotlight Reporting has been at the forefront of transforming the accounting profession. Richard takes us on a journey through his personal and professional evolution, from his early days in accounting to the pivotal moment when he saw the need for revolutionary reporting, forecasting, and consolidation tools.
Richard's passion for driving change in the accounting landscape shines through as he discusses Spotlight Reporting's mission: to empower accountants and CFOs to provide meaningful, value-added services. He emphasizes the importance of advisory services, a topic often overshadowed by compliance, and shares his vision of accountants as catalysts for profound change in their clients' lives.
The conversation delves into the recent survey conducted by Spotlight Reporting, revealing fascinating insights into accountants' readiness to embrace transformation and the shift towards more advisory-focused services. Richard's intellectually curious nature and commitment to innovation shine through as he explores the evolving role of technology, artificial intelligence, and the changing dynamics of hiring in the accounting profession.
This episode is a must-listen for anyone interested in the future of accounting and the incredible opportunities it offers in a rapidly changing world. Join us as we embark on a journey of discovery, uncovering the exciting prospects that lie ahead for accountants and CFOs alike.
Richard Francis is the visionary founder and CEO behind Spotlight Reporting, a global business intelligence software company catering to the needs of accounting firms and CFOs. Since its inception in 2011, Spotlight Reporting has grown to include over 50 dedicated professionals spread across Australia, the UK, Canada, the US, and New Zealand. Today, it proudly serves as the trusted tool for over 2,000 forward-thinking firms, impacting over 100,000 businesses each month. Notably, Spotlight Reporting has garnered numerous prestigious awards, solidifying its position as a multi-award winner in the industry.
Before his remarkable journey with Spotlight Reporting, Richard served as a General Manager at Xero from 2012 to 2014. His expertise in software development led to the successful acquisition of his own software business in 2012. Prior to venturing into the tech world, Richard began his career as a Chartered Accountant, honing his skills at a prominent firm. He later embarked on a transformative journey to the UK, where he spent four enriching years.
Upon returning to New Zealand in 2001, Richard and his wife, Julie, embarked on an entrepreneurial path, establishing a 'boutique' advisory practice. This endeavor focused on delivering Virtual CFO and strategic services, further enriching Richard's extensive and diversified background in the accounting and software industries.
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mentioned in this episode:
YouTube CTA
Mon, 09 Oct 2023 - 32min - 878 - Accounting in Pop Music: Gordon King
Martin Bissett featuring Gordon King from The World of Twist, the conversation delves into the intersection of creativity and accounting in the music industry. Gordon King shares insights into the rise and fall of The World of Twist, a band he co-founded, shedding light on the financial dynamics within the group. As creative professionals navigating the music scene, the band members initially had little business acumen and entrusted their manager with handling finances. Gordon reflects on the naivety and excitement that often accompany young musicians signing major record deals, highlighting the importance of understanding contracts and financial arrangements in the music business. The discussion provides a fascinating glimpse into the challenges faced by creative individuals when dealing with the business side of their careers.
World of Twist was an English indie pop band formed in Sheffield in 1985, experienced various lineup changes throughout history. The band's original lineup featured James Fry (vocals), Andrew Hobson (bass guitar), Gordon King (guitar), Tony Ogden (drums), Rory Conolly (saxophone), Nick Phillips (organ), and Andy Robbins (synthesizer). After disbanding, a new lineup emerged in Manchester in 1986.
While the band gained attention for their live shows and radio sessions, their debut album, "Quality Street" (1991), didn't receive significant critical or commercial success. Despite not touring North America, "Sons of the Stage" succeeded in Toronto and New York. Creative differences and Ogden's decision to stop singing contributed to the band's dissolution in 1992.
QUATERMASS III is the pilot recording of this exciting project that came from the minds behind World of Twist, Earl Brutus, and The Dials. Presented by The Ministry of Light Entertainment in collaboration with the British Experimental Rocket Group and Science Monthly, QUATERMASS III promises to be a unique and groundbreaking musical endeavour.
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Sat, 07 Oct 2023 - 44min - 877 - Entrepreneurial Thinking in Accounting: Nathan Hirsch
Join host Rob Brown on this captivating episode of the Accounting Influencers Podcast as he dives deep into the entrepreneurial mindset with special guest Nathan Hirsch. Nathan, a lifelong entrepreneur, is renowned for his unique focus on the often overlooked but vital aspects of entrepreneurship: bookkeeping and hiring. As the mastermind behind EcomBalance/AccountsBalance and Outsource School, Nathan has a wealth of wisdom to share about his journey and insights.
Nathan's entrepreneurial journey began with co-founding FreeUp.net in 2015, starting with a modest $5,000 investment. Listen as he recounts how he transformed this venture into a remarkable success story, scaling it to an impressive $12 million in yearly revenue before it was acquired in 2019. As a true testament to his expertise, Nathan continues to lead EcomBalance/AccountsBalance, a monthly online bookkeeping service tailored for eCommerce and digital businesses, and Outsource School, a membership platform dedicated to teaching business owners the art of effective online hiring.
With over 700 podcast appearances under his belt, Nathan brings his wealth of experience and knowledge to this episode. Delve into discussions about entrepreneurship, his worst moments, and pivotal lessons learned along the way. Explore the fascinating dynamics of selling a business, the due diligence process, and the factors that led Nathan to make such a monumental decision.
Discover Nathan's valuable insights into team management, remote Virtual Assistants (VAs), and tips for comprehending your business financials better. Gain exclusive insights into the inception and growth of FreeUp, the keys to its remarkable success, and the nuances of selling a business. Nathan's expertise also extends to his insights on the importance of delegation, hiring strategies, and common hiring pitfalls that entrepreneurs should be aware of.
Nathan shares his motivation behind starting Outsource School and EcomBalance, providing valuable insights into hiring distinctions, preferred hiring sources, and the significance of financial knowledge for business owners. As Nathan emphasizes the importance of financials in both operating and selling a business, he also shares his vision for the future of EcomBalance.
Don't miss this enlightening episode as Nathan Hirsch and Rob Brown uncover the entrepreneurial mindset, valuable lessons, and strategies that shape the landscape of successful businesses. Tune in for an engaging conversation that offers actionable takeaways for both aspiring and seasoned entrepreneurs alike.
Follow Nathan Hirsch on LinkedIn for more insights and updates on his entrepreneurial journey.
Nathan Hirsch, a lifelong entrepreneur, focuses on vital yet often overlooked aspects of business like bookkeeping and hiring. He owns EcomBalance/AccountsBalance and Outsource School. Known for co-founding FreeUp.net with a $5,000 investment, scaling it to $12M in yearly revenue, and selling in 2019, Nathan now leads EcomBalance/AccountsBalance and Outsource School. He's a featured guest on 700+ podcasts and can be found on LinkedIn.Links and Other Info
Personal Social Media:
● Facebook: https://www.facebook.com/nathan.hirsch/
● Instagram: https://www.instagram.com/realnatehirsch/
● Linkedin: https://www.linkedin.com/in/nathanhirsch/
Business Social Media Links:
EcomBalance
● Facebook: https://www.facebook.com/ecombalance/
● Instagram: https://www.instagram.com/ecombalance1/?hl=en
● Linkedin: https://www.linkedin.com/company/ecombalance/
Accounts Balance
● Facebook: https://www.facebook.com/accountsbalance1
● Instagram: https://www.instagram.com/ecombalance1/?hl=en
● Linkedin: https://www.linkedin.com/company/accountsbalance
Outsource School
● Facebook: https://www.facebook.com/outsourceschool1
● Instagram: https://www.instagram.com/outsourceschool/
● Linkedin: https://www.linkedin.com/company/outsourceschool/
Company Links:
● https://www.outsourceschool.com
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mentioned in this episode:
YouTube CTA
Mon, 02 Oct 2023 - 32min - 876 - Unpacking Accounting’s FP&A Landscape: Paul Barnhurst
In this episode, we are joined by Paul Barnhurst, an experienced financial planning and analysis (FP&A) professional. Paul shares his expertise in differentiating accounting from FP&A, highlighting how FP&A brings a forward-looking finance lens to guide strategic decision-making. Discover the critical role FP&A plays in budgeting, forecasting, and partnering with business leaders. Paul also sheds light on the essential social skills that complement technical expertise and elevate FP&A professionals as valued partners within organizations.
Distinguished as "The FP&A Guy," Paul Barnhurst boasts an illustrious career spanning over a decade in the finance landscape. His remarkable journey includes pivotal roles at industry titans like American Express and Solera, culminating in his current role as the visionary force behind a thriving FP&A consulting firm.
An esteemed influencer within the FP&A community, Paul's passion lies in sharing his invaluable insights and extensive expertise. His active presence on LinkedIn sparks vibrant discussions, while his thought-provoking webinars and training sessions empower finance professionals globally.
Paul's commitment to knowledge dissemination extends to his engaging podcast initiatives. The "FP&A Today" podcast, available on Spotify, provides a platform for in-depth explorations of financial planning and analysis. Additionally, his "Financial Modeler’s Corner" podcast showcases his prowess in simplifying intricate financial modeling concepts.
As the founder of "The FP&A Guy," Paul not only embodies the fusion of passion and proficiency but also exemplifies his dedication to fostering growth and innovation within the finance domain. His contact details, readily available for those eager to connect, reflect his genuine enthusiasm for forging meaningful relationships and sharing his wealth of wisdom. Website: thefpandaguy.com
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mon, 25 Sep 2023 - 26min - 875 - Lessons Learned Starting Your Own Accounting Firm
In this episode, Terrell Turner, an accounting professional, shares his career journey from technical accounting to launching his own firm. He highlights the evolving role of accountants, shifting from working in the background with numbers to taking the front line in driving business decisions and influencing organizations.
Terrell emphasizes the importance of accountants becoming entrepreneurs and business owners, engaging in conversations about overall business strategy to add maximum value to their clients. He discusses the power of building influence within the accounting industry, especially through content creation, to enhance career prospects and ease interactions with non-accountants. Terrell also delves into the importance of niche specialization for accounting firms, sharing his experience in finding the right fit by focusing on law firms, which aligns with their staff capabilities and offers stable clientele. Through strategic networking, Terrell's firm has become recognized in the American Bar Association, illustrating the value of a targeted approach to building a successful accounting practice.
Terrell Turner is a trailblazing figure in the accounting world, recognized as the CEO of a prestigious accounting firm and a 40 Under 40 Black CPA. As a double-time Top 20 global finance influencer, his impact is profound and far-reaching.
At the helm of a New York Times-acknowledged accounting firm, Terrell leads a team dedicated to offering meticulous bookkeeping and CFO services, with a specialized focus on serving law firms.
Terrell's influence extends beyond his firm. He hosts engaging podcasts that unravel the intricacies of finance for business owners, translating complexities into actionable insights. An accomplished speaker, he effortlessly simplifies accounting and finance, leaving a lasting impact on stages and screens alike.
Terrell Turner's commitment to demystifying finance is reshaping the industry, making him an inspiration to professionals and entrepreneurs alike.
Website: www.TLTurnerGroup.com
Facebook - https://www.facebook.com/terrell.turner.7
Linkedin - https://www.linkedin.com/in/terrellturner/
Instagram - https://twitter.com/Biztalklibrary
Youtube - https://www.youtube.com/@stuffyouraccountantisnttelling
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mon, 18 Sep 2023 - 27min - 874 - The Challenges Facing Public Accounting: Jen Cryder
In this episode, Jen Cryder, the CEO of the Pennsylvania Institute of CPAs (PICPA), shares her journey from an English major to a successful career in accounting. Representing around 20,000 accounting and finance professionals in Pennsylvania, PICPA serves as a unique state society dedicated to empowering bookkeepers and CPAs alike. Jen emphasizes the importance of diversity within the profession, where PICPA's membership includes college and high school students exploring accounting careers, practitioners in public accounting firms, and educators in corporate finance. With a strong focus on shaping the future of the profession, Jen discusses the challenges and opportunities of staying ahead in the ever-evolving landscape of accounting, driven by technology, changing standards, and human capital needs. Collaboration among state societies and stakeholders becomes paramount as they work together to address common challenges and share innovative solutions.
Jen Cryder is a trailblazing leader serving as the CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA). As a CPA with practical experience, she brings a valuable perspective to her role, adeptly solving problems and creating opportunities to benefit PICPA's members. Jen's leadership is characterized by transparency, integrity, and a diverse skill set that spans Finance, Accounting, M&A, Operations, Business Development, Change Management, Stakeholder Relations, and Nonprofit Organization Management. With a keen understanding of the evolving landscape of technology and capital markets, Jen navigates as an agile and collaborative executive, addressing disruptions and prioritizing the growth of the organization. She places equal emphasis on empowering diverse teams, ensuring all individuals have access to professional development opportunities to achieve their goals. Committed to member value, Jen fosters strong connections and engagement to tailor PICPA's programs, products, and services accordingly. Notably, as the first female CEO in PICPA's 125-year history, Jen is dedicated to honoring the organization's legacy while strategically shaping the future of accounting and finance with an unwavering focus on member success.
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mentioned in this episode:
YouTube CTA
Mon, 11 Sep 2023 - 26min - 873 - What Stops Accountants from Stepping Up for Clients
Steven Hoffman delves into the dynamic changes taking place in the accounting industry driven by cloud-based technology and advisory services.
He emphasizes the significance of controllership, providing real-time financial information, and becoming a business coach to clients through advisory roles. The pandemic has accelerated the adoption of cloud-based solutions, transforming the way businesses operate and how accountants offer their services. Steven discusses the increasing importance of controllership, understanding economic realities, and translating them into actionable insights for clients. The debate over the necessity of credentials in accounting is also explored, with a focus on the value accountants bring through advisory expertise and modern tech tools. As the industry continues to evolve, accountants are moving towards value-based pricing and providing customized services that address the specific needs of businesses, ushering in a new era of financial consulting and forward-looking strategic planning.
Steven Hoffman is the entrepreneurial mind behind multiple successful ventures. From founding a non-profit at 15 to co-founding a software company in India, he has been driving innovation throughout his career.
As the COO of Woodard, Steven empowers accounting professionals nationwide to modernize and standardize their practices for business success. Additionally, he runs Mavergy, providing executive advisory services for growing businesses.
Passionate about leadership, Steven believes we need self-aware, empathetic, and courageous leaders now more than ever, unafraid of change. With expertise in various topics, including CAAS, he captivates audiences with his insights and inspiration.
Connect with Steven on LinkedIn: https://www.linkedin.com/in/thinkstevethink/ and witness his impactful journey of leadership and innovation.
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mentioned in this episode:
YouTube CTA
Mon, 04 Sep 2023 - 29min - 872 - What Clients Need from Accounting Advisors: Adam Lean
Adam Lean delves into the challenges accountants encounter in their quest to increase their income and the struggle to break free from being perceived as mere commodities. He emphasizes the need for accountants to transition into trusted advisors for small and medium-sized businesses, guiding them towards success and growth. Traditionally, accountants have been focused on recording the past, but Adam argues that they hold the potential to become forward-focused advisors, helping their clients make informed decisions for a thriving future. He stresses the importance of building trust with clients, providing clear and actionable advice, and understanding the unique needs of each business owner. By doing so, accountants can elevate their value and shake off the shackles of being seen as interchangeable entities, paving the way for a more fulfilling and prosperous profession.
Adam Lean is a dynamic individual with a background as a former accountant turned successful entrepreneur, having built, scaled, and sold two businesses. However, his true passion lies in teaching and empowering other business owners. Recognizing the importance of financial success and peace-of-mind for entrepreneurs, Adam is dedicated to providing valuable tools and resources to help them make informed decisions, increase profitability, and achieve a sense of security in their endeavors. Through his expertise and experience, he strives to make a positive impact on the lives of business owners, guiding them towards greater prosperity and fulfillment.
https://www.linkedin.com/in/adamlean
For more about the CFO Project: https://thecfoproject.com/start-a-cfo-service?utm_source=accounting-influencers&utm_medium=3N9K7QJ
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mentioned in this episode:
YouTube CTA
Mon, 28 Aug 2023 - 27min - 871 - Innovation & Public Trust in Accounting: Okorie Ramsey
Okorie Ramsey discusses his role and responsibilities as part of the global board supporting approximately 700,000 members worldwide highlighting three priorities: driving innovation, instilling integrity in sustainability areas, and supporting the next generation of accountants and the importance of leveraging technology, such as AI, to advance the profession and attract top-tier talent. He also addresses challenges in the pipeline of accounting professionals, including birth rates, education costs, and unclear career paths. Ramsey advocates for diversity in the profession and building bigger tables to accommodate different perspectives.
Okorie Ramsey is a distinguished finance and accounting professional with a rich and impactful career. He has made significant contributions to the American Institute of Certified Public Accountants (AICPA) through various volunteer roles, including serving on the AICPA Board of Directors and the Association Board of Directors. Currently, at Kaiser Permanente, Ramsey holds a crucial position overseeing SOX and Model Audit Rule compliance, ensuring effective internal controls over financial reporting for the integrated healthcare enterprise. With 14 years of experience at Kaiser Permanente, he has held diverse roles, including Vice President, Finance Compliance Officer, and Director of Sarbanes/Oxley and Financial Governance. Ramsey's passion for mentoring, demonstrated by his involvement with the National Association of Black Accountants and his role as an adjunct professor, reflects his commitment to fostering growth in others.
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mon, 21 Aug 2023 - 25min - 870 - Why Accounting Firms Lose Independence: Randy Johnston
Randy Johnston shares insights from his experience at AICPA Engage. The event was abuzz with discussions around artificial intelligence (AI), with several major players in attendance. Randy highlights the significance of the event, including the 40 under 40 influencer meeting and the recognition of the most powerful women in accounting. He mentions engaging conversations with CEOs and CTOs, delving into product strategies and insights. Over the years, the focus of the event has shifted from low-level technology to management strategy, reflecting the fast-paced changes in the industry. Randy also addresses concerns about independence in the profession, undisclosed relationships, and the impact of private equity acquisitions on operations and support. He emphasizes the importance of independent advisors and the need for transparency in the industry.
Randy Johnson is a seasoned finance and accounting professional with an impressive 20 years of experience in the field. With a strong background in credit and collections spanning 10 years, Randy has honed his skills in effectively managing financial transactions and mitigating risks. For the past decade, Randy has focused on accounting, taking on diverse projects and assignments as a Salaried Professional consultant for Robert Half, Inc. Throughout this time, Randy has gained valuable expertise in various accounting areas, including sales and use tax, property tax, Sarbanes-Oxley auditing, and general ledger accounting. With a comprehensive understanding of financial processes and regulations, Randy brings a wealth of knowledge to his roles and consistently delivers accurate and reliable results.
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mon, 14 Aug 2023 - 37min - 869 - Event Special - Accountex 2023 Live Interviews Pt8
Join us as we chat with Steve Cox and the IRIS team about the exciting developments at Accountex 2023. Discover how IRIS is taking the lead in providing answers and solutions for accountants. From the expansion of the event to the impressive IRIS stand, it's clear that Accountex is the place to be. As head of Insights, Steve shares valuable insights into the future of the accounting and bookkeeping profession. He discusses the talent gap, the evolving role of bookkeepers, and the increasing adoption of cloud technology. Steve also highlights the importance of clear messaging and the challenges accountants face in navigating the abundance of options. We then hear from Karen Williams, the interim managing director of IRIS' accountancy division, who emphasizes the significance of strategic partnerships and the focus on providing customers with a seamless transition to the cloud. Lastly, we dive into the revolutionary IRIS Elements platform with JP and Emma. They discuss the customizable nature of Elements, catering to accountants at different stages of their cloud journey.
Guest Bio
IRIS is a leading provider of software and services that drive efficiency and improve business processes, ultimately transforming the way people work. Their comprehensive solutions cater to professionals in accountancy, education, payroll, HR, and finance, helping them tackle crucial operational challenges. Whether it's ensuring accurate tax submissions, facilitating timely payments, enhancing work experiences, or fostering effective communication with schools, IRIS empowers its customers to save time, money, and effort, while achieving accuracy on the first attempt. With a history spanning 45 years, IRIS has grown to become a trusted partner for over 100,000 customers in 135 countries, serving diverse industries such as accountancy, education, and business
Fri, 11 Aug 2023 - 18min - 868 - Driving Transformation & Change in Accounting Pt2
Hannah Munro emphasizes the importance of seeing transformation as an ongoing journey in the finance industry. Hannah, as a consultant, works with fast-growing businesses to reorient their processes, people, and technology to create an automated finance team. She discusses the challenges of transformation projects and highlights the need for clear objectives and measurable success metrics. Hannah emphasizes the significance of technology, process adaptation, and accurate data management for successful transformations, urging businesses to embrace change to stay relevant in the dynamic finance landscape
Hannah Munro is the Managing Director of itas, a Financial Transformation consultancy specializing in Sage technologies. With a passion for helping finance teams and businesses, Hannah and her team provide personalized solutions to reduce month-end close time, implement real-time reporting, automate purchasing processes, and more. Hannah also hosts the CFO 4.0 podcast, offering actionable advice and inspiration for CFOs and finance leaders. To learn more about Hannah and itas, visit itassolutions.co.uk. Reach out for virtual coffee and discussions on financial transformation and technology.
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mentioned in this episode:
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Mon, 07 Aug 2023 - 30min - 867 - Event Special – Accountex 2023 Live Interviews Pt7
In this Accounting Influencers Podcast episode at Accountex 2023, Rob Brown interviews the FYI software team. They discuss their busy and engaging experience at the event, their passion for the product and its continuous development, and their strategic approach to penetrating the UK market. The FYI team emphasizes the importance of building relationships with clients, their focus on onboarding and data migration, and their commitment to delivering value and improving practices for accountants.
Guest Bio
FYI is a dynamic and forward-thinking business that has been dedicated to revolutionizing document management and process automation for accountants since 2016. With a strong focus on cloud-based technology and advanced productivity tools, FYI strives to deliver unparalleled efficiency to accountants worldwide. Based in the East End of Adelaide, South Australia, FYI operates with a growing team that works remotely across Australia, New Zealand, and the UK. Passionate about innovation and providing cutting-edge solutions, FYI is committed to transforming the way accountants work and streamline their operations.
Fri, 04 Aug 2023 - 19min - 866 - How Advisory Is Changing Accounting with Jim Bourke
Jim Bourke shares insights on growing accounting firms through advisory services. He emphasizes the ever-changing nature of the profession and the importance of embracing technology as the driving force behind advisory practices. Jim discusses the need to align technology infrastructure with advisory goals, highlighting the selection of best-of-breed technologies and the impact of legacy systems on transformation. He emphasizes the role of accountants as trusted advisors and explores various advisory verticals such as outsourced accounting, transaction advisory, and cybersecurity. Jim encourages firms to hire experts in specialized fields and create dedicated teams to drive growth in advisory services. He also challenges traditional partnership models, suggesting that non-accounting professionals should have pathways to partnership to support the evolving nature of the profession.
Jim joined DGA Group in April 2008, bringing with him extensive experience in the construction industry. With over 30 years of experience as a Quantity Surveyor and Operations Director, he has worked on a variety of projects in sectors such as industrial, retail, residential, hospitality, healthcare, and civil engineering. Jim has expertise in dispute resolution and interim commercial management, representing both clients and contractors. As the Group Managing Director, he oversees the coordination of the company's activities and explores new business ventures.
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mon, 31 Jul 2023 - 26min - 865 - Mental Wellbeing Tips for Today’s Busy Accountants
Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.
In this episode of the Accounting Influencers Podcast, guest Justin Grant discusses the image problem in the accounting profession, citing a decline in accounting degree enrollment and a shortage of skilled professionals. He suggests that leaders should prioritize creating a better work environment. Justin also emphasizes the importance of high-quality podcast production to attract and retain listeners. He shares his personal journey transitioning from law to podcasting and highlights the need for professionals to focus on their expertise while seeking support in podcast production. The episode concludes with a discussion on the need for inclusivity and support for mental health in the accounting profession.
Guest Bio
Justin Grant is a seasoned professional in the field of financial services with a career that began in 1997. Initially starting in the banking and fund management sector, Justin later qualified as a financial adviser in 2001 with a national firm. Joining Kudos IFS in 2005, which later became part of Mattioli Woods, Justin specializes in holistic wealth management and wealth preservation strategies, offering tailored advice in areas such as pension planning, investments, and inheritance tax planning. With a focus on helping clients achieve their desired outcomes for their families and businesses, Justin is dedicated to providing exceptional service.
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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!
Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast
For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
https://www.instagram.com/accinfluencers
https://twitter.com/accinfluencers
https://www.facebook.com/accountinginfluencers
Thanks to our sponsors:
Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.
Accountex is Europe’s largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.
https://www.accountex.co.uk/london/
Fri, 28 Jul 2023 - 38min - 864 - Event Special – Accountex 2023 Live Interviews Pt6
Join Rob Brown, the host of The Accounting Influencers Podcast, as he engages in insightful conversations with three industry experts from FreeAgent at Accountex 2023. Gem Malek, Tony Stevenson, and Dave Norwell share their experiences, perspectives on company culture, and their excitement for the future of the accounting landscape. Gem Malek provides valuable insights into her role at FreeAgent, the conversations she has with visitors, and the vibrant company culture. Tony Stevenson highlights FreeAgent's dedication to supporting small businesses and their efforts in obtaining grants for startups. Dave Norwell discusses common visitor inquiries, challenges in the market economy, and the importance of measuring ROI at Accountex.
Guest Bio
From its humble beginnings of late nights coding and early morning coffee runs, FreeAgent has experienced significant growth and evolution. Today, their award-winning accounting software supports over 150,000 small businesses in managing their finances, while their Practice Dashboard feature enables accountants and bookkeepers to efficiently handle their clients. What started with just a single employee in 2008 has now grown to a team of over 200 individuals who share the same vision and values. The acquisition by the NatWest Group in 2018 has provided a turbo boost to their growth, while still maintaining operational independence. With a mission to streamline business administration for small businesses, FreeAgent empowers entrepreneurs to focus on what truly matters, just as the founders Ed, Olly, and Roan did when they started the company years ago.
Fri, 28 Jul 2023 - 18min - 863 - Driving Transformation & Change in Accounting Pt1
Hannah Munro, the Managing Director of itas shares insights on driving change and transformation in accounting firms. Hannah explains that change goes beyond technology and emphasizes the importance of discussing all aspects surrounding technology that contribute to successful change and transformation. She highlights the value of speaking with respected individuals and experts in the field, providing inspiration and actionable advice.
The CFO 4.0 podcast, hosted by Hannah, focuses on the future of finance leadership and discusses what CFOs and aspiring finance leaders should consider. Hannah also emphasizes the role of accountants as valuable advisors, particularly for mid-market businesses that have outgrown basic bookkeeping and require strategic guidance. She stresses the broad skillset of accountants and their ability to bring certainty to uncertain situations.
Regarding change, Hannah explains that transformation is a positive movement from uncertainty and complexity to a streamlined and productive environment. She emphasizes the need for accountants to embrace the accelerating pace of change and adapt their roles accordingly. While transactional tasks may be automated, the interpretation of information, context-setting, and critical thinking will remain valuable skills.
In terms of change management, Hannah categorizes individuals into three profiles: those who embrace change, those who accept it but seek stability, and those who fear or resist change. Finding a balance within a change project is crucial, as all three profiles contribute different perspectives and roles. It's important to understand the reasons behind resistance to change and address any concerns.
Hannah Munro is the Managing Director of itas, a Financial Transformation consultancy specializing in Sage technologies. With a passion for helping finance teams and businesses, Hannah and her team provide personalized solutions to reduce month-end close time, implement real-time reporting, automate purchasing processes, and more. Hannah also hosts the CFO 4.0 podcast, offering actionable advice and inspiration for CFOs and finance leaders. To learn more about Hannah and itas, visit itassolutions.co.uk. Reach out for virtual coffee and discussions on financial transformation and technology.
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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
Thanks to our sponsors:
ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com
ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london
DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Mon, 24 Jul 2023 - 23min - 862 - What What Works for Accountants with Client Surveys
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...
Thu, 21 Apr 2022 - 11min - 861 - Mental Wellbeing for Accountants with Richard Hattersley
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:...
Wed, 20 Apr 2022 - 18min - 860 - How Accounting Firms Thrive in a Competitive Market
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...
Tue, 19 Apr 2022 - 10min - 859 - Mental Health for Accountants & Better Client Surveys
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...
Mon, 18 Apr 2022 - 1h 03min - 858 - Mental Health for Accountants & Better Client Surveys
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
Sun, 17 Apr 2022 - 01min - 857 - The Price Is Right Part 3 - Gathering Pricing Intel
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...
Sat, 16 Apr 2022 - 06min - 856 - How Accounting & Fintech Are Evolving with Jody Padar
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 ➺...
Fri, 15 Apr 2022 - 25min - 855 - What Works for Accountants When Budgets Are Small
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.
Thu, 14 Apr 2022 - 08min - 854 - Wisdom from 20 Years in Accounting with Darren Glanville
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...
Wed, 13 Apr 2022 - 20min - 853 - A Major Fintech Acquisition Implications for Accountants
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....
Tue, 12 Apr 2022 - 07min - 852 - Pricing Challenges for Accountants & the Fintech Evolution
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...
Mon, 11 Apr 2022 - 57min - 851 - Pricing Challenges for Accountants & the Fintech Evolution
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....
Sun, 10 Apr 2022 - 03min - 850 - The Price Is Right Part 2 - Pricing Start Up Clients
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
Sat, 09 Apr 2022 - 06min - 849 - Accountants & CFOs Compared with Chris Argent
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...
Fri, 08 Apr 2022 - 24min - 848 - What Works for Accountants with Writing Winning Proposals
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...
Thu, 07 Apr 2022 - 13min - 847 - Thought Leadership in Accounting with Matt Baldwin
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...
Wed, 06 Apr 2022 - 23min - 846 - The Shortfall of Technical Expertise in Accounting
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.
Tue, 05 Apr 2022 - 10min - 845 - The Accounting-CFO Crossover & Thought Leadership Tips
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...
Mon, 04 Apr 2022 - 1h 07min - 844 - The Accounting-CFO Crossover & Thought Leadership Tips
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.
Sun, 03 Apr 2022 - 01min - 843 - The Price Is Right Part 1 - Avoiding the Conversation
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...
Sat, 02 Apr 2022 - 09min - 842 - Exit Planning Services for Accountants with Christine Nicholson
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...
Fri, 01 Apr 2022 - 20min - 841 - What Works for Accountants in Choosing a Coach/Mentor
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...
Thu, 31 Mar 2022 - 14min - 840 - Critical Race Theory & Black Accountants with Anton Lewis
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...
Wed, 30 Mar 2022 - 29min - 839 - The New $1.4bn Accounting Firm & What It Means to You
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...
Tue, 29 Mar 2022 - 08min - 838 - Racism & Diversity in Accounting plus a New Big 4 Rival
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...
Mon, 28 Mar 2022 - 1h 20min - 837 - Racism & Diversity in Accounting plus a New Big 4 Rival
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.
Sun, 27 Mar 2022 - 02min - 836 - Why They Didn't Buy Part 12 - a Poor Quality Appointment
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...
Sat, 26 Mar 2022 - 15min - 835 - The World of Awards for Accounting with Richard Hattersley
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...
Fri, 25 Mar 2022 - 21min - 834 - What Works with Employer Branding for Accounting Firms
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...
Thu, 24 Mar 2022 - 13min - 833 - Accountants vz Software Vendors with Radical CPA Jody Padar
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
Wed, 23 Mar 2022 - 24min - 832 - Losing Your Credibility - How Long Can KPMG Last?
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.
Tue, 22 Mar 2022 - 10min - 831 - The End of KPMG & Employer Branding for Accounting Firms
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...
Mon, 21 Mar 2022 - 1h 14min - 830 - The End of KPMG & Employer Branding for Accounting Firms
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...
Sun, 20 Mar 2022 - 01min - 829 - Why They Didn't Buy Part 11 - Too Good for Sales Coaching
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...
Sat, 19 Mar 2022 - 12min - 828 - The Evolution of Accounting Software with Kevin McCallum
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
Fri, 18 Mar 2022 - 24min - 827 - What Works to Help Accountants Turn Conversations into Business
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...
Thu, 17 Mar 2022 - 15min - 826 - Accounting Firm Hybrid Working Strategies with Bill Reeb
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...
Wed, 16 Mar 2022 - 33min - 825 - Accountants - Would You Pay $7m for a 30sec Superbowl Ad?
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.
Tue, 15 Mar 2022 - 10min - 824 - Hybrid Working for Accountants & the Evolution of Accounting Software
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.
Mon, 14 Mar 2022 - 1h 27min - 823 - Hybrid Working for Accounting Firms & Why Accountants Need Coaching
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.
Sun, 13 Mar 2022 - 01min - 822 - Why They Didn't Buy Part 10 - Referrals vz Ordinary Leads
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.
Sat, 12 Mar 2022 - 11min - 821 - Reporting Tools for Accountants with Fathom's Darren Glanville
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...
Fri, 11 Mar 2022 - 24min - 820 - What Works for Accounting Firms with Succession Planning
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.
Thu, 10 Mar 2022 - 08min - 819 - Leaders Special Interview: Mark Koziel - Allinial Global CEO
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...
Wed, 09 Mar 2022 - 30min - 818 - Can Accountants Serve 17m New Businesses in 2022?
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.
Tue, 08 Mar 2022 - 10min - 817 - Succession Planning in Accounting Firms & 17m New Business Clients
Episode 46. On this week’s Accounting Influencers Podcast:
➜ News - Martin & Rob discuss "Can Accountants Serve 17m New Businesses in 2022?"
➜ Special Guest Interview: "Leaders Special Interview: Mark Koziel - Allinial Global CEO."
➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accounting Firms with Succession Planning."
➜ Expert Interview: "Reporting Tools for Accountants with Fathom's Darren Glanville."
For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below.
If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...
How to leave a review on Apple Podcasts
① Open the Podcasts app on your iPhone, iPad, or Mac.
② Navigate to the page of the Accounting Influencers Podcast.
③ Scroll down to find the subhead titled "Ratings & Reviews."
④ Under one of the highlighted reviews, select "Write a Review."
Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.
Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.
NOTE TO LISTENERS:
The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.
Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.
Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.
Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.
Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.
Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.
Mon, 07 Mar 2022 - 1h 13min - 816 - Succession Planning in Accounting Firms & 17m New Business Clients
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...
Sun, 06 Mar 2022 - 01min - 815 - Why They Didn't Buy Part 9 - You Offer Nothing Better
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...
Sat, 05 Mar 2022 - 13min - 814 - Using Client Education to Drive Growth - Mark Jenkins
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...
Fri, 04 Mar 2022 - 25min - 813 - What Works for Accountants to Decrease Labor Intensity
Episode 44. In today's practical episode, "What Works for Accountants to Decrease Labor Intensity."
Key takeaways from this episode include:
✓ the dangers of partners doing work that the juniors should be doing in an accounting practice
✓ ways to alleviate overwhelm and stress for more experiences professionals in accounting
✓ the importance of taking recruitment strategy seriously in a successful accounting practice
✓ the critical factor that accounting firms must get right to be les overloaded and more efficient
✓ the secrets to doing less work for more money in an accounting practice
✓ the dangers of not having a 'minimum fee level' for partners and senior staff in accountancy firms
✓ what accountants hate doing the most which traps them into doing lower level work
✓ what accounting firm leaders need to focus on to avoid labor intensity issues and stop senior people doing junior tasks
NOTE TO LISTENERS:
The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.
Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.
Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.
Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.
Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.
Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.
Thu, 03 Mar 2022 - 07min - 812 - Leaders Special Interview: Sam Louis - Praxity Global CEO
Episode 43. In today's interview, "Leaders Special Interview: Sam Louis - Praxity Global CEO." Samantha Louis is Chief Executive Officer of Praxity Global Alliance, joining in June 2021 from the Association of International Certified Professional Accountants where she was Vice President in charge of International Advocacy. She’s an experienced leader and prior to her moving to London she was Regional Vice President for Africa at the Chartered Institute of Management Accountants (CIMA) where she directed the growth of the member and student population in Africa from 2,000 to over 25,000 and led the expansion of CIMA into Southern and Western Africa. Samantha has served on various local and international boards and senior leadership groups, including the Professional Accountancy Organisation Development Committee of the International Federation of Accountants (IFAC). She is a Fellow of CIMA and a Chartered Global Management Accountant. Key takeaways from this episode include: ➜ the key differences between alliances, networks and associations for accounting firms ➜ the difficulties for accounting firms of referring work internationally if they are not part of a network or association ➜ the main benefits for accounting firms of being in an international network or association ➜ the number one thing that separates the good accountants from the very best ones ➜ what has truly emerged in the accounting profession through the pandemic and has given accountants a crucial advantage ➜ why accountants must think increasingly like business owners and entrepreneurs ➜ examples of specialised or niched accounting advisory services in different parts of the world ➜ the main thing some accounting firms have got wrong in pandemic times ➜ why there is a war for talent in accounting, and how the profession doesn't always attract new employees like other sectors ➜ what strong accounting firms with a powerful employer brand do particularly well ➜ questions a potential hire should ask when considering working for a particular accounting firm ➜ where the accounting profession has fallen short and missed opportunities in recent years ➜ what the fastest growing accounting firms are getting right to drive revenues in tough times ➜ what 'client service' and staying close to clients' actually looks like for accountants and CPAs ➜ what Gen Z and younger millennials are really looking for in a potential new accounting practice employer ➜ the importance of expanding the roles, rights and opportunities of women and ethnically diverse professionals in accounting ➜ a great example of differences in cultures and why an understanding of the ways different countries work is vital ➜ a personal philosophy for success in the accounting world that has led to global leadership roles ➜ the power of letting others take the credit for leaders in the accounting world ➜ what might make the accounting profession more respected and attractive throughout the world ➜ encouraging advice to accounting practitioners who want more impact with their firm and their clients Samantha is married with two adult children and says that one of the great attractions of the UK is being able to go to some of the best theatre in the world. She particularly likes ballet and attends as much of it as she can. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and...
Wed, 02 Mar 2022 - 28min - 811 - What 2022 Has In Store for the Accounting Profession
Episode 42. In today's news episode, we discuss "What 2022 Has In Store for the Accounting Profession." Martin Bissett cites Paul Aplin of Accounting Web talking about key drivers and challenges for accountants this year. Key takeaways from this episode include: ➯ reinforcing that accountancy is a profession, not an industry ➯ MTD or Making Tax Digital - what will happen for accounting professionals with tax reform this year, with international implications ➯ "I've Had Enough" - the great resignation and whether it's time for some accountants to quit or stay in the game ➯ the number one thing that grates most on accounting people which turns them off the work they do ➯ the call for judgement skills in accountants and CPAs who are working remotely vz working alongside more experienced colleagues ➯ the 'day of the bookkeeper' and why bookkeeping will increase in importance and relevance ➯ the difference in role of UK vz US bookkeepers when serving business owners ➯ how governments are 'cracking down' on fraudulent claims in research and development or R&D ➯ what the number one focus should be for accountants and CPAs in the coming year and beyond ➯ what current and upcoming changes in regulation, digitalisation and globalisation means for accountancy professionals Source: https://www.accountingweb.co.uk/practice/general-practice/what-does-2022-have-in-store-for-the-profession NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.
Tue, 01 Mar 2022 - 09min
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