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Accounting Influencers Profile

Accounting Influencers

English, Finance, 4 seasons, 478 episodes, 21 hours, 11 minutes
About
ACCOUNTING INFLUENCERS is a weekly podcast for accountants, CPAs, bookkeeping and finance professionals, together with the networks, associations, fintech vendors and influencers who lead them, work in them and serve them. The show is hosted by Rob Brown. co-founder of the Accounting Influencers Roundtable (AIR). The style of the show is not overly technical/technological/tax in nature but more on people, performance and success in the accounting world. Popular topics and themes covered include: ☑ leadership, executive presence, trust, integrity & reputation ☑ M&A, business models, future proofing, drivers of change & disruption ☑ performance, values, culture, vision & strategy ☑ employer brand, gen z/millennials & talent - succession, recruitment and retention ☑ industry trends, statistics and patterns ☑ growth, marketing, differentiation & positioning ☑ pricing & profitability ☑ digitisation, cloud, technology & automation ☑ advisory services, niches & emerging markets ☑ environmental & social governance ESG ☑ diversity, equity & inclusion DEI ☑ professionalism, career development & CPE/CPD ☑ business acumen & commercial awareness Sources and guests come from: ★ EXPERTS - influencers, disrupters, consultants, gurus, podcasters and broadcasters in accounting and fintech ★ EVENTS - live coverage and interviews from exhibitions, conferences and a range of industry events ★ MEDIA - newspapers, online outlets, commentators, writers, bloggers and authors ★ VENDORS - suppliers and providers of accounting apps, platforms, fintech and software ★ REGULATORS - professional accounting bodies, institutes and associations ★ NETWORKS - alliances, associations, networks and communities of professional firms and accounting practices ★ SOCIAL MEDIA - opinion pieces, high engagement posts and controversial conversations 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, executive presence, referrals, networking and winning new business. He is also the bestselling author of Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed 320K times on YouTube.
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Going From Digital Firm to Human Firm: Will Farnell

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In the Accounting Influencers Podcast episode, Rob Brown interviews Will Farnell, author of the new book, "The Human Firm." The book focuses on how accounting firms can evolve beyond the digital firm into what Farnell calls the human firm. Farnell talks about his frustration with the lack of adoption by accounting firms of the opportunities provided by technology and the risk of becoming complacent and falling behind. He stresses the importance of horizon scanning and continuing to innovate.Farnell sees the human firm as the next competitive advantage for accounting firms as technology becomes more widely available. The human element, such as empathy and emotional intelligence, cannot be automated and can provide a unique competitive advantage. Farnell discusses how accounting firms can create a compelling differentiator through their people by having the right culture, brand, and niche and by recruiting the best people.You can also watch this episode on Youtube - https://youtu.be/cW6u7l7Tkhw◣━━━━━━━━━━━━━━━━━━━━◢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/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe’s largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.https://www.accountex.co.uk/london/Mentioned in this episode:YouTube CTA
4/25/202332 minutes, 1 second
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2022 Review PLUS 2023 Preview with Randy Johnston

This bonus episode of the Accounting Influencers podcast is part of a series to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.You can check this episode out on Youtube here: https://youtu.be/ink1NDsoW-IYour commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/We cover the following areas in these bonus episodes:A. 2022 in review1. How would you sum up the year for accounting? Any surprises, findings, outcomes?2. What kind of shape is the accounting profession in as we emerge from the pandemic?3. If you were a teacher giving accountants a school report, how would you grade them?4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?5. What lessons have we learned about what has succeeded and failed in the last 3 years?B. 2023 in preview1. What will be the main challenges for accountants and firms in the coming year?2. Where will accounting firms find their biggest opportunities in the coming year?3. What will separate the good accounting firms from the great ones in 2023?4. What will happen to the complacent accounting firms who won't/can't change?5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?Mentioned in this episode:YouTube CTA
2/9/202334 minutes, 16 seconds
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2022 Review PLUS 2023 Preview with Steve Cox of Iris

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.Check this out on Youtube here: https://youtu.be/Pg0WqaNQbk8Your commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/We cover the following areas in these bonus episodes:A. 2022 in review1. How would you sum up the year for accounting? Any surprises, findings, outcomes?2. What kind of shape is the accounting profession in as we emerge from the pandemic?3. If you were a teacher giving accountants a school report, how would you grade them?4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?5. What lessons have we learned about what has succeeded and failed in the last 3 years?B. 2023 in preview1. What will be the main challenges for accountants and firms in the coming year?2. Where will accounting firms find their biggest opportunities in the coming year?3. What will separate the good accounting firms from the great ones in 2023?4. What will happen to the complacent accounting firms who won't/can't change?5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?Mentioned in this episode:YouTube CTA
2/2/202321 minutes, 19 seconds
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Inspirational Women Leaders in Accounting Panel 13

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles.&nbsp;Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels areTo inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.In today's episode 31, "Inspirational Women Leaders in Accounting Panel 13" featuresEmma Crawford-Falekaono&nbsp;Head of EMEA at Ignition&nbsp;&nbsp;https://www.linkedin.com/in/emma-cf/Louise Wilson&nbsp;Head of Accounting &amp; Finance Sector at Moneypenny&nbsp;https://www.linkedin.com/in/louiseatmoneypenny/Sonia Dorais&nbsp;CEO at Chaser&nbsp;&nbsp;https://www.linkedin.com/in/soniadorais/Zoe Lacey-Cooper Managing Director of CPD store at OmniPro&nbsp;https://www.linkedin.com/in/zoelacey-cooper/Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world,&nbsp;the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?You can also watch this on youtube here: https://youtu.be/Pg0WqaNQbk8Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ <a href="https://insights-in-accounting.captivate.fm/" rel="noopener...
1/31/202346 minutes, 44 seconds
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Building a Successful LinkedIn Network: Nancy Fox

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. ***Note from next week Mon 6 January 2023 this show reverts back to the popular Accounting Influencers Podcast as a title. You don't need to do anything - just make sure you stay subscribed when the show title changes. ***In today's episode 31 , "Building a Successful LinkedIn Network: Nancy Fox."You can also watch this on youtube here: https://youtu.be/kdG9WBuRzMoNancy Fox is a former corporate executive in manufacturing, launching her coaching and training business in 1999. She has trained and coached senior executives in leadership, communications, and business development. Nancy first experienced the fulfillment of fractional leadership when she became the Fractional Business Development Officer in professional service firms, guiding accounting and law professionals in networking, client relationship building and engagement. She helped firms develop internal mentoring programs and women’s initiatives.Key takeaways from this episode include:✓ the number one thing professional people will no longer tolerate in their careers✓ why money has dropped from the top of the list of what people want from a professional job in accounting✓ what has replaced 'nose to the grindstone' in pushing people ahead on the career ladder✓ the lack of career permanency that means the shelf life of an executive is now rarely more than two years✓ how employees have so many choices in their career if they are willing to build career capital✓ acknowledging that even though it's easier to connect with people, it's also more noisey and crowded out there✓ the long term nature of building a significant professional network - it's not an overnight thing✓ what makes LinkedIn the 'go to' social media platform vz Facebook, Instagram and Twitter for accounting professionals✓ the factors that determine what will be successful in building a strong LinkedIn profile✓ What stretched accountants and CPAs can do if they feel they are too busy to network...and so many more practical insights from Nancy. Nancy is a community and network builder, a keynote speaker and the author of a highly recognized book on strategic networking, Network Like A Fox. She is based out of Los Angeles, loves tennis, dogs, the mountains, and West Coast Swing dancing.Network Like A Fox book - https://networklikeafox.comBook a call with Nancy - https://fractionals.as.me/leapforward◣━━━━━━━━━━━━━━━━━━━━◢FOLLOW US ON SOCIAL MEDIA: we'd love to get to know you! Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencers<a href="https://www.facebook.com/accountinginfluencers" rel="noopener noreferrer"...
1/29/202329 minutes, 15 seconds
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Recalibrating Engagements with Your Accounting Clients - UK Matters in Accounting

It's the "UK Matters in Accounting" show, usually going out every Friday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to.In today's episode 30, "Recalibrating Engagements with Your Accounting Clients"Rob Brown interviews accounting celebrity Carl Reader on how accountants can reset their relationships with clients for stronger relationships &amp; payments.Carl covers engagement letters, communicating updates to clients and what should happen with an annual renewal letter to clients. This should include a recalibration of fees, terms of engagement and a better annual review meeting with clients. Lots of goodies here for all accountants to shape their firm for future turbulence and better clients.This is a part two of the interview with Carl here on our Best Practice in Accounting show:"What Works for Accountant to Get Paid Promptly"https://best-practice-in-accounting.captivate.fm/episode/what-works-for-accountant-firm-to-get-paid-promptly*** Please make sure as we shut down this show that you're subscribed to our flagship show going forward: Success in Accounting. This will become the Accounting Influencers Podcast from early Feb 2023. ***◣━━━━━━━━━━━━━━━━━━━━◢For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersMentioned in this episode:Dead Show / YouTube
1/26/202315 minutes, 8 seconds
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2023 Review PLUS 2023 Preview with Samantha Louis

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.You can also watch this interview with Sam Loui on Youtube: https://youtu.be/Y4aB7FTuCbMYour commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting &amp; Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis&nbsp;Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO &amp; Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win &amp; MyFirms App https://www.linkedin.com/in/danielrichards1/We cover the following areas in these bonus episodes:A. 2022 in review1. How would you sum up the year for accounting? Any surprises, findings, outcomes?2. What kind of shape is the accounting profession in as we emerge from the pandemic?3. If you were a teacher giving accountants a school report, how would you grade them?4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?5. What lessons have we learned about what has succeeded and failed in the last 3 years?B. 2023 in preview1. What will be the main challenges for accountants and firms in the coming year?2. Where will accounting firms find their biggest opportunities in the coming year?3. What will separate the good accounting firms from the great ones in 2023?4. What will happen to the complacent accounting firms who won't/can't change?5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersMentioned in this episode:YouTube CTA
1/26/202321 minutes, 58 seconds
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What Works for Accountant Firm to Get Paid Promptly - Best Practice in Accounting

It's the "Best Practice in Accounting" show, usually going out every Thurs to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to.In today's episode 30, "What Works for Accountants to Get Paid Promptly."Rob Brown interviews accounting celebrity Carl Reader on pricing and positioning plus how accountants can be paid better and faster for what they do. Against the backdrop of recession, downturn and economic uncertainty, accountants should be putting certain processes in place for prompt payments from clients. Lots of takeaways for accountants on the business of running an accounting firm. We cover lock up, work in progress, outstanding debts, automatic payments and best practice payment strategies.*** Please make sure as we shut down this show that you're subscribed to our flagship show going forward: Success in Accounting. This will become the Accounting Influencers Podcast from early Feb 2023. ***Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersMentioned in this episode:Dead Show / YouTubeThis is for episodes in Networks we no longer use
1/25/202315 minutes, 30 seconds
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What Healthcare Can Teach Accountants with Ron Baker - Influencers in Accounting

It's the "Influencers in Accounting" show, usually going out every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to.In today's episode 30, "What Healthcare Can Teach Accountants with Ron Baker"You can also watch this on youtube here: [link from spreadsheet]Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally. He is a radio talk-show host for The Soul of Enterprise and has authored seven best-selling books, including: The Firm of the Future; Pricing on Purpose; Measure What Matters to Customers; and Implementing Value Pricing.His forthcoming book, co-authored with Paul Dunn, Time’s Up! The Subscription Business Model for Professional Firms, is now available. Ron has toured the world, spreading his value-pricing message to over 275,000 professionals. He has been named on Accounting Today’s 2001-2007, and 2011-2021 Top 100 and Top 10 Most Influential People in the profession; and inducted into the CPA Practice Advisor Hall of Fame in 2018. He is a faculty member of the Professional Pricing Society. He presently resides in Petaluma, California.Key takeaways from this episode include:➳ the need for accountants to restore their relevancy in the business world by 'plussing' the value they offer clients➳ check out part one of this interview "What Disney Can Teach Accountants with Ron Baker" https://bit.ly/3QBpHpo and 'guiding transformations'➳ the problem with accountants and CPAs having too many clients when relationships don't actually scale for growth➳ how only 'uncommon services' can command 'uncommon prices' for accounting firms➳ what concierge doctors have changed the game in providing healthcare by servicing a smaller number of clients better➳ why being called an accounting 'industry' is harming accountancy instead of being a profession that is transforming➳ posing the revenue question 'what exactly are you asking your customers to pay for?'➳ the accountants can learn from guitar giants Fender on moving to a subscription business model➳ the subtle change in positioning that makes people want to subscribe to eyeglasses and eye tests... and much much more from Ron Baker.www.verasage.com and www.thesoulofenterprise.com◣━━━━━━━━━━━━━━━━━━━━◢For access to all episodes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubeMentioned in this episode:Dead Show / YouTube
1/24/202331 minutes, 3 seconds
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Inspirational Women Leaders in Accounting Panel 12

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.This panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles.&nbsp;Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels areTo inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.In today's episode, "Inspirational Women Leaders in Accounting Panel 12" features Arianna Campbell, Kimberly Ellison-Taylor, Michelle Arnold and Tommye Barie.You can also watch this on youtube here: https://youtu.be/Y4aB7FTuCbMHear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world,&nbsp;the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.◣━━━━━━━━━━━━━━━━━━━━◢FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersMentioned in this episode:YouTube CTA
1/24/202356 minutes, 54 seconds
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Accountants – How to Avoid Dehumanizing Technology - Insights in Accounting

It's the "Insights in Accounting" show, usually going out every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to.In today's episode 30, "Accountants - How to Avoid Dehumanizing Technology"Rob Brown and Will Farnell comment on the how accounting firms are moving from technology and digital to the human and people side of teams and clients. We cover the addictive nature of apps and technology. We talk about 'screens as the new cocaine' in terms of the dopamine or pleasure hit users get with social media platforms. And&nbsp;we outline the steps accounting firms can take to put people front and centre despite the pull and power of technology.Source: https://karbonhq.com/resources/the-dehumanizing-effect-of-technology/Be sure to subscribe to the Success in Accounting podcast going out every Monday - this will soon revert back to its old name Accounting Influencers Podcast.Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencerMain show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersMentioned in this episode:Dead Show / Youtube
1/23/202316 minutes, 20 seconds
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Why Accountants Need Communities: Bryan Williams

This is the "Success in Accounting" show, going live every Monday to 150 countries and 31,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.Soon this will revert back to its previous name, the Accounting Influencers Podcast from Mon 6th Feb 2022 so stay subscribed and enjoy some of the excellent guests and panels we've got lined up with the world's top accounting influencers and experts.In today's episode 30, "Why Accountants Need Communities: Bryan Williams."Bryan Williams, partnerships and community expert tells host Rob Brown why accountants should be building communities for greater business opportunities.You can also watch this on youtube here: https://youtu.be/Y4aB7FTuCbMBryan Williams is the founder of Hockey Stick Advisory which helped tech businesses to grow and scale through building curated partnership ecosystems, so that they can reach their full potential, faster. Bryan’s role as founder is to help the next generation of aspiring tech companies build their partnership ecosystem muscle, established after Bryan led Xero's ecosystem team across AU/NZ for 5 years.Check out Bryan's previous interview "How Commercial Partnerships Help Accounting Firms" https://youtu.be/8UO2YfvKbAg on video or https://bit.ly/3VcHZ0R audio podcastKey areas covered in this interview about accounting firms building communities:✓ What's the story behind your building of Xero’s successful app community?✓ How do you define a community?✓ Community led growth, the perfect storm? Why now?✓ What should a great community look like?✓ What are the benefits of community growth ?✓ Why are communities increasingly recognised as a strategic asset?✓ How can you start a community? What should it look like?✓ How can you measure community impact?✓ What sort of rules should you have to moderate or control your community? How strict should you be?✓ How can you activate your community?✓ What are the key takeaways for accountants to get started in building their community?Outside of work, he is very occupied chasing around his 3 kids under 4, (including twins) whilst refusing to give up on being a wkd warrior at various endurance events. He lives in Melbourne, Australia.https://www.linkedin.com/in/bryanwilliamsaushttps://twitter.com/BryanWi11iamshttps://hockeystickadvisory.com◣━━━━━━━━━━━━━━━━━━━━◢FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersMentioned in this episode:YouTube...
1/22/202324 minutes, 4 seconds
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2022 Review PLUS 2023 Preview with Mark Koziel

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.Your commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting &amp; Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis&nbsp;Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO &amp; Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win &amp; MyFirms App https://www.linkedin.com/in/danielrichards1/This interview is available here on youtube: https://youtu.be/NIFR1HiFt5kWe cover the following areas in these bonus episodes:A. 2022 in review1. How would you sum up the year for accounting? Any surprises, findings, outcomes?2. What kind of shape is the accounting profession in as we emerge from the pandemic?3. If you were a teacher giving accountants a school report, how would you grade them?4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?5. What lessons have we learned about what has succeeded and failed in the last 3 years?B. 2023 in preview1. What will be the main challenges for accountants and firms in the coming year?2. Where will accounting firms find their biggest opportunities in the coming year?3. What will separate the good accounting firms from the great ones in 2023?4. What will happen to the complacent accounting firms who won't/can't change?5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubeMentioned in this episode:YouTube CTA
1/19/202332 minutes, 57 seconds
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MTD – How HMRC Is Losing Credibility & Reputation - UK Matters in Accounting

It's the "UK Matters in Accounting" show, usually going out every Friday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to.In today's episode 29, "MTD - How HMRC Is Losing Credibility &amp; Reputation"Check out the video version of this episode here on Youtube: [LINK]Rob Brown and Will Farnell discuss the latest HMRC backtrack with Making Tax Digital MTD and how it is losing credibility and reputation with accountants» how MTD u-turns by the government and HMRC are adversely affecting accountants and their clients» why MTD should be seen as creating an opportunity more than solving a problem for accountants and clients» the 'once in a generation' opportunity that MTD represents for accountants to significantly increase their value to clients» how the 'tax gap' opened up to reduce loss of tax revenues and how MTD was created to close it» the strange order or personal tax, corporation tax and VAT that was not fully thought through with MTD» what the future holds for MTD and the accounting profession serving their clients in a more digitised wayBe sure to subscribe to the Success in Accounting podcast going out every Monday - this will soon revert back to its old name Accounting Influencers Podcast.Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show:https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus videocontent: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencerhttps://www.facebook.com/accountinginfluencersMentioned in this episode:Dead Show / YouTube
1/19/202311 minutes, 41 seconds
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The Difference Between Client Needs & Client Wants - Best Practice in Accounting

It's the "Best Practice in Accounting" show, usually going out every Thurs to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to.In today's episode 29, "The Difference Between Client Needs &amp; Client Wants"Check out the video version of this episode here on Youtube: [LINK]Rob Brown and Will Farnell discuss new book 'The Human Firm', how accounting firms can differentiate beyond technology and the importance of good client conversations.» how an accountant's relationship with their clients has been lost over the years» why so much of what accounting firms do is easily replicated, so there is really only one way for a firm to differentiate» the main obligations of accountants in explaining why certain things are important for their clients» what leads clients of accounting firms to get confused between what they want and what they really need» the problems that occur when accountants have blind spots in their offerings and their clients also don't know what is on offer» how some accounting clients are lost to competition because their current advisors don't help them enough» what really works for accountants to fully meet their client demands, especially with a better KYC processBe sure to subscribe to the Success in Accounting podcast going out every Monday - this will soon revert back to its old name Accounting Influencers Podcast.Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show:https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus videocontent: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencerhttps://www.facebook.com/accountinginfluencersMentioned in this episode:Dead Show / YouTubeThis is for episodes in Networks we no longer use
1/18/202316 minutes, 20 seconds
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What Disney Can Teach Accountants with Ron Baker - Influencers in Accounting

It's the "Influencers in Accounting" show, usually going out every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to.In today's episode 29, "What Disney Can Teach Accountants with Ron Baker"You can also watch this on youtube here: https://youtu.be/vilAs5KKUT8Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally. He is a radio talk-show host for The Soul of Enterprise and has authored seven best-selling books, including: The Firm of the Future; Pricing on Purpose; Measure What Matters to Customers; and Implementing Value Pricing.His forthcoming book, co-authored with Paul Dunn, Time’s Up! The Subscription Business Model for Professional Firms, is now available. Ron has toured the world, spreading his value-pricing message to over 275,000 professionals. He has been named on Accounting Today’s 2001-2007, and 2011-2021 Top 100 and Top 10 Most Influential People in the profession; and inducted into the CPA Practice Advisor Hall of Fame in 2018. He is a faculty member of the Professional Pricing Society. He presently resides in Petaluma, California.Key takeaways from this episode include:➳➳➳➳➳➳➳➳www.verasage.com and www.thesoulofenterprise.com◣━━━━━━━━━━━━━━━━━━━━◢For access to all episodes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubeMentioned in this episode:Dead Show / YouTube
1/17/202332 minutes, 57 seconds
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How the Internet Is Changing Accounting Firm Websites - Insights in Accounting

It's the "Insights in Accounting" show, usually going out every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to.In today's episode 29, "How the Internet Is Changing Accounting Firm Websites"Rob Brown interviews accounting celebrity Carl Reader on what's changing for websites, social media and the internet for the accounting and fintech world. We cover:» how the most popular websites have changed over the years and why» how both the design and the technology have changed what makes a successful website» whether some businesses actually now need a website based on the increase in social media» what accounting firms can learn from the websites of SAAS and fintech vendors» how community websites and apps are now creating new online value in place of the traditional corporate websiteand much more...Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersMentioned in this episode:Dead Show / Youtube
1/16/202322 minutes, 45 seconds
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Habits, Performance & Accountants Part 2: Jon Finn

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 29, "Habits, Performance &amp; Accountants Part 2: Jon Finn."You can also watch this on youtube here: https://youtu.be/Zi9Wqj08gwEDr. Jon Finn wrote his best-selling book ‘The Habit Mechanic’ (which took him over 20 years) because his life’s mission is to help people to be their best in the challenging modern world. This book is proven to change lives. People have said it is a ‘MANUAL FOR LIFE’, and a ‘TOOL KIT FOR SUCCESS’. It contains over 30 self-improvement tools. It is like three books in one. Dr. Finn also founded the award-winning Tougher Minds consultancy and has three psychology-related degrees, including a PhD. He has worked in performance psychology, resilience, and leadership science for over 20 years. Tougher Minds uses cutting-edge insights from psychology, behavioral science, neuroscience, and world champions to help organizations develop “Habit Mechanics” and “Chief Habit Mechanics”—resilient people, outstanding leaders, and world-class teams. Key takeaways from this episode include:➠ how habits and habitual brain patterns govern pretty much everything you do in work and personal life➠ one simple question accountants can ask themselves to be more intentional with their brains and habits for better performance➠ how accountants can use data to create 'tiny empowering actions' or TEAs to improve their performance➠ how the 'Habit Mechanic' book offers professionals like accountants the specific bevavioral science tools that work for them as individuals ➠ how to recalibrate performance when things go wrong or failure happens➠ why we don't do what we know we should do, even if it's good for us and even if we know we should do it➠ some of the factors that drive complex behaviors through our everyday habits➠ the difference between intentions and habits, especially when it comes to the triggers and rewards that build habits➠ the problem with 'more knowledge' in trying to solve the problems that cause mental breakdown and low mental resilience➠ how artificial intelligence falls down in complex areas that require high level thinking - this will keep accounting professionals relevant!➠ check out part 1 of this interview with Dr Jon Finn for the foundations of good habits in level performance at work and how the brain really works https://youtu.be/fZDSas5V9Cw or the podcast here: https://bit.ly/3XaqWOyHaving trained and coached over 10,000 people, Dr. Finn, and his colleagues, work with global businesses, high-growth startups, individuals, elite athletes, coaches and teams, leading educational institutes, families, the UK government, and think tanks. For podcast episodes and free resources, visit: tougherminds.co.uk. The Habit Mechanic book: https://geni.us/TheHabitMechanic www.linkedin.com/in/dr-jon-finn ◣━━━━━━━━━━━━━━━━━━━━◢FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: <a href="https://www.linkedin.com/company/accountinginfluencers" rel="noopener...
1/15/202318 minutes, 59 seconds
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2022 Review PLUS 2023 Preview with Steve Heathcote

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.You can watch this episode on youtube here: https://youtu.be/VqdcLLuwzwwYour commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting &amp; Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis&nbsp;Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO &amp; Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win &amp; MyFirms App https://www.linkedin.com/in/danielrichards1/We cover the following areas in these bonus episodes:A. 2022 in review1. How would you sum up the year for accounting? Any surprises, findings, outcomes?2. What kind of shape is the accounting profession in as we emerge from the pandemic?3. If you were a teacher giving accountants a school report, how would you grade them?4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?5. What lessons have we learned about what has succeeded and failed in the last 3 years?B. 2023 in preview1. What will be the main challenges for accountants and firms in the coming year?2. Where will accounting firms find their biggest opportunities in the coming year?3. What will separate the good accounting firms from the great ones in 2023?4. What will happen to the complacent accounting firms who won't/can't change?5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencerMentioned in this episode:YouTube CTA
1/12/202325 minutes, 21 seconds
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The Full Impact of Chat GPT and AI in Accounting - UK Matters in Accounting

It's the "UK Matters in Accounting" show, usually going out every Friday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to.In today's episode 28, "The Full Impact of Chat GPT and AI in Accounting"Here is the transcript for this show, generated by Chat GPT with some smart AI prompting questions:Hello, and welcome to the podcast. In this episode, we will be discussing the impact of Chat GPT, or Generative Pre-training Transformer, on the world of accountants and CPAs.First, let's define Chat GPT. It's a machine learning model developed by OpenAI that is able to generate human-like text and can be used to assist accountants and CPAs in a variety of tasks.But how did Chat GPT come about, and why is it making waves in so many industries? Chat GPT was developed by OpenAI, a leading artificial intelligence research lab, as a way to improve natural language processing. It builds upon the concept of pre-training, which involves training a model on a large dataset to recognize patterns and relationships in language. By pre-training a model on a massive amount of text data, it can then be fine-tuned for specific tasks, such as translation or language generation.The development of Chat GPT marked a significant step forward in the field of natural language processing and has led to its widespread adoption in a variety of industries.Now, let's dive into how Chat GPT can help accountants and CPAs.One way it can assist is by generating reports and documents. Imagine having to create a financial report for a client. This can be a time-consuming and tedious task, but with Chat GPT, you can simply input the necessary data and let the model do the rest. It will generate a professional, accurate report in a fraction of the time it would take a human.Another way Chat GPT can be useful is by providing data analysis. It can be trained to analyze financial data and provide insights and recommendations based on that analysis. This can be especially helpful for accountants and CPAs who are looking to make informed decisions for their clients.Chat GPT can also be used to automate routine tasks, such as data entry and reconciliation. This can free up time for accountants and CPAs to focus on more complex tasks, improving efficiency and productivity.Finally, Chat GPT can even be used to provide customer service. It can handle basic customer inquiries and provide information to clients, allowing accountants and CPAs to focus on more complex tasks.So, as you can see, Chat GPT has the potential to significantly streamline processes and improve efficiency for accountants and CPAs. But what about the potential drawbacks? Some disadvantages of using Chat GPT include the initial setup and training, which can be time-consuming and costly. Additionally, Chat GPT is still limited in its capabilities and may not be able to handle more complex tasks. Finally, using Chat GPT may create a reliance on technology, and if there are issues with the system, it could disrupt work and cause delays.Now, let's take a look at some statistics to give you an idea of the potential impact Chat GPT could have on your practice and your clients: According to a recent survey, over 70% of accountants andCPAs believe that machine learning will significantly change the way they do business in the next 5 years.Another study found that the use of artificial intelligence in accounting could save up to 400 million hours of manual data entry per year. One company that implemented Chat GPT saw a 25% increase in productivity and a 10% reduction in errors.These statistics show that Chat GPT has the potential to significantly impact the
1/12/202314 minutes, 52 seconds
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The Full Impact of Chat GPT and AI in Accounting - Best Practice in Accounting

It's the "Best Practice in Accounting" show, usually going out every Thurs to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to.In today's episode 28, "The Full Impact of Chat GPT and AI in Accounting"Here is the transcript for this show, generated by Chat GPT with some smart AI prompting questions:Hello, and welcome to the podcast. In this episode, we will be discussing the impact of Chat GPT, or Generative Pre-training Transformer, on the world of accountants and CPAs.First, let's define Chat GPT. It's a machine learning model developed by OpenAI that is able to generate human-like text and can be used to assist accountants and CPAs in a variety of tasks.But how did Chat GPT come about, and why is it making waves in so many industries? Chat GPT was developed by OpenAI, a leading artificial intelligence research lab, as a way to improve natural language processing. It builds upon the concept of pre-training, which involves training a model on a large dataset to recognize patterns and relationships in language. By pre-training a model on a massive amount of text data, it can then be fine-tuned for specific tasks, such as translation or language generation.The development of Chat GPT marked a significant step forward in the field of natural language processing and has led to its widespread adoption in a variety of industries.Now, let's dive into how Chat GPT can help accountants and CPAs.One way it can assist is by generating reports and documents. Imagine having to create a financial report for a client. This can be a time-consuming and tedious task, but with Chat GPT, you can simply input the necessary data and let the model do the rest. It will generate a professional, accurate report in a fraction of the time it would take a human.Another way Chat GPT can be useful is by providing data analysis. It can be trained to analyze financial data and provide insights and recommendations based on that analysis. This can be especially helpful for accountants and CPAs who are looking to make informed decisions for their clients.Chat GPT can also be used to automate routine tasks, such as data entry and reconciliation. This can free up time for accountants and CPAs to focus on more complex tasks, improving efficiency and productivity.Finally, Chat GPT can even be used to provide customer service. It can handle basic customer inquiries and provide information to clients, allowing accountants and CPAs to focus on more complex tasks.So, as you can see, Chat GPT has the potential to significantly streamline processes and improve efficiency for accountants and CPAs. But what about the potential drawbacks? Some disadvantages of using Chat GPT include the initial setup and training, which can be time-consuming and costly. Additionally, Chat GPT is still limited in its capabilities and may not be able to handle more complex tasks. Finally, using Chat GPT may create a reliance on technology, and if there are issues with the system, it could disrupt work and cause delays.Now, let's take a look at some statistics to give you an idea of the potential impact Chat GPT could have on your practice and your clients: According to a recent survey, over 70% of accountants and CPAs believe that machine learning will significantly change the way they do business in the next 5 years.Another study found that the use of artificial intelligence in accounting could save up to 400 million hours of manual data entry per year. One company that implemented Chat GPT saw a 25% increase in productivity and a 10% reduction in errors.These statistics show that Chat GPT has the potential to significantly impact the...
1/11/202314 minutes, 52 seconds
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Inspirational Women Leaders in Accounting Panel 10

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles.&nbsp;Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels areTo inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.In today's episode 28, "Inspirational Women Leaders in Accounting Panel 10" featuresAvani Desai&nbsp;Chief Executive Officer at Schellman&nbsp;&nbsp;https://www.linkedin.com/in/avani-d-596366/Gabrielle Luoma&nbsp;Co-Founder and CEO at MOD Ventures&nbsp;&nbsp;https://www.linkedin.com/in/gabrielleluomacpa/Lori Kaiser&nbsp;Founder + CEO at Kaiser Consulting&nbsp;&nbsp;https://www.linkedin.com/in/lorikaiser/Nayo Carter-Gray CEO at 1st Step Accounting&nbsp;https://www.linkedin.com/in/nayocartergray/Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world,&nbsp;the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?You can also watch this on youtube here: https://youtu.be/NnWs7t5QaCEWatch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast...
1/10/202352 minutes, 43 seconds
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The Full Impact of Chat GPT and AI in Accounting - Influencers in Accounting

It's the "Influencers in Accounting" show, usually going out every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to. In today's episode 28, "The Full Impact of Chat GPT and AI in Accounting"Here is the transcript for this show, generated by Chat GPT with some smart AI prompting questions: Hello, and welcome to the podcast. In this episode, we willbe discussing the impact of Chat GPT, or Generative Pre-training Transformer,on the world of accountants and CPAs. First, let's define Chat GPT. It's a machine learning modeldeveloped by OpenAI that is able to generate human-like text and can be used toassist accountants and CPAs in a variety of tasks. But how did Chat GPT come about, and why is it making wavesin so many industries? Chat GPT was developed by OpenAI, a leading artificialintelligence research lab, as a way to improve natural language processing. Itbuilds upon the concept of pre-training, which involves training a model on alarge dataset to recognize patterns and relationships in language. Bypre-training a model on a massive amount of text data, it can then befine-tuned for specific tasks, such as translation or language generation. The development of Chat GPT marked a significant stepforward in the field of natural language processing and has led to itswidespread adoption in a variety of industries. Now, let's dive into how Chat GPT can help accountants andCPAs.One way it can assist is by generating reports anddocuments. Imagine having to create a financial report for a client. This canbe a time-consuming and tedious task, but with Chat GPT, you can simply inputthe necessary data and let the model do the rest. It will generate aprofessional, accurate report in a fraction of the time it would take a human. Another way Chat GPT can be useful is by providing dataanalysis. It can be trained to analyze financial data and provide insights andrecommendations based on that analysis. This can be especially helpful foraccountants and CPAs who are looking to make informed decisions for theirclients. Chat GPT can also be used to automate routine tasks, such asdata entry and reconciliation. This can free up time for accountants and CPAsto focus on more complex tasks, improving efficiency and productivity.Finally, Chat GPT can even be used to provide customerservice. It can handle basic customer inquiries and provide information toclients, allowing accountants and CPAs to focus on more complex tasks. So, as you can see, Chat GPT has the potential tosignificantly streamline processes and improve efficiency for accountants andCPAs. But what about the potential drawbacks? Some disadvantages of using Chat GPT include the initialsetup and training, which can be time-consuming and costly. Additionally, ChatGPT is still limited in its capabilities and may not be able to handle morecomplex tasks. Finally, using Chat GPT may create a reliance on technology, andif there are issues with the system, it could disrupt work and cause delays. Now, let's take a look at some statistics to give you anidea of the potential impact Chat GPT could have on your practice and yourclients:According to a recent survey, over 70% of accountants andCPAs believe that machine learning will significantly change the way they dobusiness in the next 5 years.Another study found that...
1/10/202314 minutes, 52 seconds
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The Full Impact of Chat GPT and AI in Accounting - Insights in Accounting

It's the "Insights in Accounting" show, usually going out every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to. In today's episode 28, "The Full Impact of Chat GPT and AI in Accounting"Here is the transcript for this show, generated by Chat GPT with some smart AI prompting questions:Hello, and welcome to the podcast. In this episode, we will be discussing the impact of Chat GPT, or Generative Pre-training Transformer, on the world of accountants and CPAs. First, let's define Chat GPT. It's a machine learning model developed by OpenAI that is able to generate human-like text and can be used to assist accountants and CPAs in a variety of tasks. But how did Chat GPT come about, and why is it making waves in so many industries? Chat GPT was developed by OpenAI, a leading artificial intelligence research lab, as a way to improve natural language processing. It builds upon the concept of pre-training, which involves training a model on a large dataset to recognize patterns and relationships in language. By pre-training a model on a massive amount of text data, it can then be fine-tuned for specific tasks, such as translation or language generation. The development of Chat GPT marked a significant step forward in the field of natural language processing and has led to its widespread adoption in a variety of industries. Now, let's dive into how Chat GPT can help accountants and CPAs.One way it can assist is by generating reports and documents. Imagine having to create a financial report for a client. This can be a time-consuming and tedious task, but with Chat GPT, you can simply input the necessary data and let the model do the rest. It will generate a professional, accurate report in a fraction of the time it would take a human. Another way Chat GPT can be useful is by providing data analysis. It can be trained to analyze financial data and provide insights and recommendations based on that analysis. This can be especially helpful for accountants and CPAs who are looking to make informed decisions for their clients. Chat GPT can also be used to automate routine tasks, such as data entry and reconciliation. This can free up time for accountants and CPAs to focus on more complex tasks, improving efficiency and productivity.Finally, Chat GPT can even be used to provide customer service. It can handle basic customer inquiries and provide information to clients, allowing accountants and CPAs to focus on more complex tasks. So, as you can see, Chat GPT has the potential to significantly streamline processes and improve efficiency for accountants and CPAs. But what about the potential drawbacks? Some disadvantages of using Chat GPT include the initial setup and training, which can be time-consuming and costly. Additionally, Chat GPT is still limited in its capabilities and may not be able to handle more complex tasks. Finally, using Chat GPT may create a reliance on technology, and if there are issues with the system, it could disrupt work and cause delays. Now, let's take a look at some statistics to give you an idea of the potential impact Chat GPT could have on your practice and your clients:According to a recent survey, over 70% of accountants and CPAs believe that machine learning will significantly change the way they do business in the next 5 years.Another study found that the use of artificial intelligence in accounting could save up to 400 million hours of manual data entry per year. One company that implemented Chat GPT saw a 25% increase in productivity and a 10% reduction in errors. These statistics show that Chat GPT has...
1/9/202314 minutes, 52 seconds
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Habits, Performance & Accountants Part 1: Jon Finn

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 28, "Habits, Performance &amp; Accountants Part 1: Jon Finn."You can also watch this on youtube here: https://youtu.be/fZDSas5V9CwDr. Jon Finn wrote his best-selling book ‘The Habit Mechanic’ (which took him over 20 years) because his life’s mission is to help people to be their best in the challenging modern world. This book is proven to change lives. People have said it is a ‘MANUAL FOR LIFE’, and a ‘TOOL KIT FOR SUCCESS’. It contains over 30 self-improvement tools. It is like three books in one.Dr. Finn also founded the award-winning Tougher Minds consultancy and has three psychology-related degrees, including a PhD. He has worked in performance psychology, resilience, and leadership science for over 20 years. Tougher Minds uses cutting-edge insights from psychology, behavioral science, neuroscience, and world champions to help organizations develop “Habit Mechanics” and “Chief Habit Mechanics”—resilient people, outstanding leaders, and world-class teams.Key takeaways from this episode include:➠ the similarities between high level sports performance and optimal business performance➠ how much we know about the brain and what that knowledge allows business people to benefit from➠ why super smart people like accountants and CPAs don't perform as optimally as they should➠ how easy, automated and repeated behaviors dominate our day to day working life➠ the limits of our short term, conscious memories and how the brain actually functions➠ the origins of VUCA and the impacts of volatility, uncertainty, complexity and ambiguity in professional life➠ how habits define daily work practices and the ability of professionals like accountants to perform optimally➠ the different ways our brains can be recharged to maintain high level performance in pressure situations➠ the kind of brain power accountants and CPAs need to perform high value, highly charged work➠ practical tips accountants can apply quickly to harness the power of habits for better performance at work➠ check out part 2 of this interview with Dr Jon Finn for more practical applications of habit mechanics for high level performance at workHaving trained and coached over 10,000 people, Dr. Finn, and his colleagues, work with global businesses, high-growth startups, individuals, elite athletes, coaches and teams, leading educational institutes, families, the UK government, and think tanks. For podcast episodes and free resources, visit: tougherminds.co.uk.The Habit Mechanic book: https://geni.us/TheHabitMechanicwww.linkedin.com/in/dr-jon-finn◣━━━━━━━━━━━━━━━━━━━━◢FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: <a href="https://bit.ly/AI-youtube" rel="noopener noreferrer"...
1/8/202320 minutes, 59 seconds
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2022 Review & 2023 Preview with Francesca Lagerberg - Best Practice in Accounting

As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.Your commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting &amp; Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis&nbsp;Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO &amp; Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win &amp; MyFirms App https://www.linkedin.com/in/danielrichards1/We cover the following areas in these bonus episodes:A. 2022 in review1. How would you sum up the year for accounting? Any surprises, findings, outcomes?2. What kind of shape is the accounting profession in as we emerge from the pandemic?3. If you were a teacher giving accountants a school report, how would you grade them?4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?5. What lessons have we learned about what has succeeded and failed in the last 3 years?B. 2023 in preview1. What will be the main challenges for accountants and firms in the coming year?2. Where will accounting firms find their biggest opportunities in the coming year?3. What will separate the good accounting firms from the great ones in 2023?4. What will happen to the complacent accounting firms who won't/can't change?5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show...
1/4/202334 minutes, 22 seconds
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Private Equity & VC Money in Accounting: Isaac Heller - Influencers in Accounting

In today's episode 27, "Private Equity &amp; VC Money in Accounting: Isaac Heller."You can also watch this on youtube here: https://youtu.be/KUPfSnzIxykIsaac Heller is the Co-founder and CEO of Trullion, an AI-powered SaaS platform that automates financial workflows for CFOs, accountants, and auditors. Trullion unifies the unstructured and structured worlds of accounting by reading PDFs and Excel documents and translating them into financial workflows, such as Lease Accounting and Revenue Recognition.Isaac has an extensive background in finance &amp; software, including a 2014 IPO with Sabre Holdings. His experience with accounting regulatory changes has helped drive successful partnerships with financial leaders, from CFOs to modern accounting firms.Key areas covered in this episode include:1. Why are venture capitalists investing in accounting software currently?2. Is the recession sparking investors to re-evaluate where they put their funding? Why accounting and fintech?3. How does fintech help companies flourish during challenging times?4. Are investors looking to invest in companies that provide data that drives better business decisions more so than previously? Why?5. Do you have examples of recent VCs investing in accounting and fintech or data to prove the increase?6. How do you see the future of the accounting and fintech market?7. Who are your investors? And why did they invest in you?8. What are investors specifically looking for in a fintech company before they decide to make an investment?Originally hailing from Texas, Isaac holds a BA from the University of Texas @ Austin and an MBA from the University of Texas @ Dallas. He lives between New York and Israel and enjoys spending time with his wife and children.https://www.linkedin.com/in/isaacheller/https://twitter.com/isaacishttps://trullion.com/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all...
1/3/202322 minutes, 33 seconds
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2022 Review & 2023 Preview with Francesca Lagerberg - Influencers in Accounting

As part of this Influencers in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.Your commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting &amp; Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis&nbsp;Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO &amp; Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win &amp; MyFirms App https://www.linkedin.com/in/danielrichards1/We cover the following areas in these bonus episodes:A. 2022 in review1. How would you sum up the year for accounting? Any surprises, findings, outcomes?2. What kind of shape is the accounting profession in as we emerge from the pandemic?3. If you were a teacher giving accountants a school report, how would you grade them?4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?5. What lessons have we learned about what has succeeded and failed in the last 3 years?B. 2023 in preview1. What will be the main challenges for accountants and firms in the coming year?2. Where will accounting firms find their biggest opportunities in the coming year?3. What will separate the good accounting firms from the great ones in 2023?4. What will happen to the complacent accounting firms who won't/can't change?5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?Mentioned in this episode:Dead Show / YouTube
1/3/202333 minutes, 46 seconds
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2022 Review & 2023 Preview with Francesca Lagerberg - Insights in Accounting

As part of this Insights in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.Your commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting &amp; Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis&nbsp;Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO &amp; Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win &amp; MyFirms App https://www.linkedin.com/in/danielrichards1/We cover the following areas in these bonus episodes:A. 2022 in review1. How would you sum up the year for accounting? Any surprises, findings, outcomes?2. What kind of shape is the accounting profession in as we emerge from the pandemic?3. If you were a teacher giving accountants a school report, how would you grade them?4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?5. What lessons have we learned about what has succeeded and failed in the last 3 years?B. 2023 in preview1. What will be the main challenges for accountants and firms in the coming year?2. Where will accounting firms find their biggest opportunities in the coming year?3. What will separate the good accounting firms from the great ones in 2023?4. What will happen to the complacent accounting firms who won't/can't change?5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related...
1/2/202332 minutes, 23 seconds
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2022 Review & 2023 Preview with Francesca Lagerberg

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.Your commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting &amp; Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis&nbsp;Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO &amp; Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win &amp; MyFirms App https://www.linkedin.com/in/danielrichards1/We cover the following areas in these bonus episodes:A. 2022 in review1. How would you sum up the year for accounting? Any surprises, findings, outcomes?2. What kind of shape is the accounting profession in as we emerge from the pandemic?3. If you were a teacher giving accountants a school report, how would you grade them?4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?5. What lessons have we learned about what has succeeded and failed in the last 3 years?B. 2023 in preview1. What will be the main challenges for accountants and firms in the coming year?2. Where will accounting firms find their biggest opportunities in the coming year?3. What will separate the good accounting firms from the great ones in 2023?4. What will happen to the complacent accounting firms who won't/can't change?5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?Mentioned in this episode:YouTube CTA
1/1/202331 minutes, 48 seconds
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Inspirational Women Leaders in Accounting Panel 9

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles.&nbsp;Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels areTo inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.In today's episode 27, "Inspirational Women Leaders in Accounting Panel 9" featuresGemma Edwards&nbsp;Partner, Head of Audit Operations at Cooper Parry&nbsp;&nbsp;https://www.linkedin.com/in/gemma-edwards-263a6ba8/Lindsay Stevenson&nbsp;Chief Transformation Officer at BPM LLP&nbsp;&nbsp;https://www.linkedin.com/in/lindsaystevensoncpa/Lory Kelley&nbsp;Managing Partner at Bernard Robinson &amp; Company&nbsp;&nbsp;https://www.linkedin.com/in/loryhartmann/Sharron Gunn&nbsp;Chief Operating Officer at ICAEW&nbsp;https://www.linkedin.com/in/sharrongunn/Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world,&nbsp;the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?You can also watch this on youtube here: [link from spreadsheet]Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news...
1/1/202346 minutes, 58 seconds
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Managing Busy Tax Season – Top Tips for Accountants - UK Matters in Accounting

It's the "UK Matters in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 26, "Managing Busy Tax Season - Top Tips for Accountants" with special guest Carl Reader, founder of d&amp;t accountants and bestselling author of BOSS IT. https://www.linkedin.com/in/carlreaderYou can also watch this on youtube here: [link from spreadsheet]Key takeaways from this episode include: the importance of the right mindset for accounting professionals in the way they perceive 'tax season' the two big mistakes that accountants make in making busy season and tax windows more stressful than they should be practical solutions accounting professionals can implement to make tax season much easier to navigate...and much more.Move faster as a firm with PracticeWIN by letting every member of your team come on the journey. Get the app that brings carefully curated content to the accounting profession.https://practicewin.co.uk/Join ProNation "the Accounting Community You Wished You’d Found Sooner" - helping accountants and bookkeepers build a firm that works for them.https://jointhenation.co.uk◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencers<a href="https://twitter.com/accinfluencers" rel="noopener noreferrer"...
12/29/202215 minutes, 3 seconds
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2022 Review PLUS 2023 Preview with Martin Bissett - Best Practice in Accounting

As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.Your commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting &amp; Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis&nbsp;Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO &amp; Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win &amp; MyFirms App https://www.linkedin.com/in/danielrichards1/We cover the following areas in these bonus episodes:A. 2022 in review1. How would you sum up the year for accounting? Any surprises, findings, outcomes?2. What kind of shape is the accounting profession in as we emerge from the pandemic?3. If you were a teacher giving accountants a school report, how would you grade them?4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?5. What lessons have we learned about what has succeeded and failed in the last 3 years?B. 2023 in preview1. What will be the main challenges for accountants and firms in the coming year?2. Where will accounting firms find their biggest opportunities in the coming year?3. What will separate the good accounting firms from the great ones in 2023?4. What will happen to the complacent accounting firms who won't/can't change?5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show...
12/28/202220 minutes, 42 seconds
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2022 Review PLUS 2023 Preview with Martin Bissett - Influencers in Accounting

As part of this Influencers in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.Your commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting &amp; Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis&nbsp;Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO &amp; Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win &amp; MyFirms App https://www.linkedin.com/in/danielrichards1/We cover the following areas in these bonus episodes:A. 2022 in review1. How would you sum up the year for accounting? Any surprises, findings, outcomes?2. What kind of shape is the accounting profession in as we emerge from the pandemic?3. If you were a teacher giving accountants a school report, how would you grade them?4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?5. What lessons have we learned about what has succeeded and failed in the last 3 years?B. 2023 in preview1. What will be the main challenges for accountants and firms in the coming year?2. Where will accounting firms find their biggest opportunities in the coming year?3. What will separate the good accounting firms from the great ones in 2023?4. What will happen to the complacent accounting firms who won't/can't change?5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?Mentioned in this episode:Dead Show / YouTube
12/27/202218 minutes, 53 seconds
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Diverse Revenue Streams for Accountants: Kate Johnson - Influencers in Accounting

It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 26, "Diverse Revenue Streams for Accountants: Kate Johnson."You can also watch this on youtube here: [link from spreadsheet]Kate Johnson owns Heritage Business Services, LLC, a virtual bookkeeping firm serving small business clients all over the United States.&nbsp;She can also be found helping other accounting professionals build a virtual accounting career they love inside her Bookkeeping Side Hustle Community. She holds an MBA from the Yale School of Management and a BA in Economics from Baylor University.&nbsp;In 2020, she was recognized as a Top 50 Women In Accounting.&nbsp;She worked in corporate finance before opting to become a stay-at-home-mom for several years after her first child was born.&nbsp;Key takeaways from this episode include:❊ the different accounting influencers, including qualified accountants and bookkeepers who want to serve their peers❊ how thinking entrepreneurially helps accountants and bookkeepers to truly understand their business clients❊ examples of alternative revenue streams available to CPAs, accountants and bookkeepers❊ strategies for CPAs, accountants and bookkeepers to choose viable side hustles and new revenue streams❊ the importance of building assets, networks, communities and advocates in a professional role like accounting❊ first steps for CPAs, accountants and bookkeepers in building a community, a fan base or a dedicated tribe of followersKate is a very proud Texan, Baylor Bear, and Navy wife. Her hair fits her personality. She is a morning person. Big time. She gets more done before 7:00 am (when her kids are allowed out of their room) than some people get done all day long.https://www.linkedin.com/in/kate-josephine-mcgill-johnson&nbsp;&nbsp;https://www.youtube.com/c/BookkeepingSideHustlehttps://twitter.com/BookkeepingSidehttps://www.instagram.com/bookkeepingside◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's...
12/27/202224 minutes
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2022 Review PLUS 2023 Preview with Martin Bissett - Insights in Accounting

As part of this Insights in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.Your commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting &amp; Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis&nbsp;Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO &amp; Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win &amp; MyFirms App https://www.linkedin.com/in/danielrichards1/We cover the following areas in these bonus episodes:A. 2022 in review1. How would you sum up the year for accounting? Any surprises, findings, outcomes?2. What kind of shape is the accounting profession in as we emerge from the pandemic?3. If you were a teacher giving accountants a school report, how would you grade them?4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?5. What lessons have we learned about what has succeeded and failed in the last 3 years?B. 2023 in preview1. What will be the main challenges for accountants and firms in the coming year?2. Where will accounting firms find their biggest opportunities in the coming year?3. What will separate the good accounting firms from the great ones in 2023?4. What will happen to the complacent accounting firms who won't/can't change?5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related...
12/26/202218 minutes, 44 seconds
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2022 Review PLUS 2023 Preview with Martin Bissett

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.Your commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting &amp; Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis&nbsp;Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO &amp; Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win &amp; MyFirms App https://www.linkedin.com/in/danielrichards1/We cover the following areas in these bonus episodes:A. 2022 in review1. How would you sum up the year for accounting? Any surprises, findings, outcomes?2. What kind of shape is the accounting profession in as we emerge from the pandemic?3. If you were a teacher giving accountants a school report, how would you grade them?4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?5. What lessons have we learned about what has succeeded and failed in the last 3 years?B. 2023 in preview1. What will be the main challenges for accountants and firms in the coming year?2. Where will accounting firms find their biggest opportunities in the coming year?3. What will separate the good accounting firms from the great ones in 2023?4. What will happen to the complacent accounting firms who won't/can't change?5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or...
12/25/202218 minutes, 38 seconds
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Tips for UK Accountants to Fill Their Sales Funnel - UK Matters in Accounting

It's the "UK Matters in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 25, "Tips for UK Accountants to Fill Their Sales Funnel" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohenYou can also watch this on youtube here: https://youtu.be/kIUxJ5S0tFcKey takeaways from this episode include:➺ why UK people and especially accounting professionals dislike the 'sales' word so much➺ who client churn is a part of life for accounting firms, resulting in the need to maintain a pipeline of potential new clients➺ what one decent conversation with a current client might do for accountants who want to grow their business portfolio➺ the reasons why accountants have such a haphazard or scattergun approach to generating new business opportunities➺ simple ways accounting professionals can close new business with easy conversational methods➺ the importance of playing to strengths for accountants who want to be more intentional in filling a sales funnel➺ examples of great questions accounting professionals can ask to close a warm prospect...and much more.Move faster as a firm with PracticeWIN by letting every member of your team come on the journey. Get the app that brings carefully curated content to the accounting profession.https://practicewin.co.uk/Join ProNation "the Accounting Community You Wished You’d Found Sooner" - helping accountants and bookkeepers build a firm that works for them.https://jointhenation.co.uk◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: <a href="https://www.linkedin.com/company/accountinginfluencers"...
12/22/202213 minutes, 24 seconds
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Managing Capacity – What Works For Accounting Firms - Best Practice in Accounting

It's the "Best Practice in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 25, "Managing Capacity - What Works For Accounting Firms" with special guest Carl Reader, founder of d&amp;t accountants and bestselling author of BOSS IT. https://www.linkedin.com/in/carlreaderYou can also watch this on youtube here: https://youtu.be/OTlXwkmg37YKey takeaways from this episode include:✩ how economic policies have so many knock-ons for business and talent shortages✩ the primary drivers behind the great resignation and why that is now over✩ why accounting firms need to be much smarter with their current staff to create stable capacity✩ practical strategies that accountancy practices can implement to manage their current talent capacity✩ the "Parable of the Lady and the Ham" and how it applies to many modern day accounting firms✩ what technology can do to help accountants increase their capacity and enhance client experience✩ what innovation in recruitment might look like for accounting firms to bring different kinds of people into their workforceCheck out this episode with Carl Reader "New Community for Accountants - ProNation Launches" here on YouTube: https://youtu.be/wvrO5p-nqKw and as episode 25 of the Insights in Accounting podcast here: https://bit.ly/3FBF7VGJoin ProNation "the Accounting Community You Wished You’d Found Sooner" - helping accountants and bookkeepers build a firm that works for them.https://jointhenation.co.uk◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: <a href="https://www.linkedin.com/company/accountinginfluencers" rel="noopener noreferrer"...
12/21/202216 minutes, 23 seconds
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How Commercial Partnerships Help Accounting Firms - Influencers in Accounting

In today's episode 25, "Bryan Williams 1."You can also watch this on youtube here: How Commercial Partnerships Help Accounting FirmsBryan Williams is the founder of Hockey Stick Advisory. Hockey Stick Advisory exists to help tech businesses to grow &amp; scale through building curated partnership ecosystems, so that they can reach their full potential, faster. Bryan’s role as founder is to help the next generation of aspiring tech companies build their partnership ecosystem muscle, established after Bryan led Xero's ecosystem team across AU/NZ for 5 years.Brian has worked with hundreds of CEOs in SaaS and knows what great looks like. Here he talks about building partnerships and platforms in accounting and bookkeeping businesses. Areas/questions covered in this episode:➼ how can accountants decide between offering their product/services traditionally vs partnering?➼ how have partnerships evolved in professional firms?➼ what are the benefits for accounting and bookkeeping firms of partnering?➼ how has the approach to partnering gone wrong for accounting professionals in the past?➼ how do you define a partnership ecosystem in the context of accounting practices?➼ what are some examples of how great partnerships work in professional services?➼ How can accountants, CPAs and bookkeepers harness partnerships to offer more value to their clients?➼ how can accountancy professionals prioritise which strategic partners to work with?➼ what pitfalls should accountants and CPAs avoid when adopting a partnering approach?➼ what are the secrets of becoming a strategic partner of choice?➼ share any templates, examples and practical tips of best practice for accountants in the area of partnering.Outside of work, Bryan is very occupied chasing around his 3 kids under 4, (including twins) whilst refusing to give up on being a wkd warrior at various endurance events. He lives in Melbourne, Australia. Contact him here:https://www.linkedin.com/in/bryanwilliamsaus/ https://twitter.com/BryanWi11iamshttps://hockeystickadvisory.com/ ◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For...
12/20/202229 minutes, 22 seconds
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New Community for Accountants – ProNation Launches - Insights in Accounting

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 25, "New Community for Accountants - ProNation Launches" with special guest Carl Reader, founder of d&amp;t accountants and bestselling author of BOSS IT. https://www.linkedin.com/in/carlreaderYou can also watch this on youtube here: https://youtu.be/wvrO5p-nqKwKey takeaways from this episode include: the gap in the accounting profession in the area of supporting of accountants and why many 'one way' approaches fail the importance for accountants of not just knowing the what but the how and the why in different strategies shout out to fellow ProNation founders Lucy Cohen and Will Farnell, influential accounting firm owners/leaders who have been there and do it assessing the international scene of different communities, countries and gurus who think their approach is the best for accountants how the 'international' make up of ProNation gives much needed diversity to the tribal approach to accounting communities... and much more.Join ProNation "the Accounting Community You Wished You’d Found Sooner" - helping accountants and bookkeepers build a firm that works for them.https://jointhenation.co.uk◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube<a href="https://www.instagram.com/accinfluencers/" rel="noopener noreferrer"...
12/19/202217 minutes, 29 seconds
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Analysing the Accounting M&A Landscape in the UK - UK Matters in Accounting

It's the "UK Matters in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 24, "Analysing the Accounting M&amp;A Landscape in the UK" with special guest Will Farnell, founder of innovative UK accountancy firm Farnell Clark and author of The Digital Firm. https://www.linkedin.com/in/willfarnellYou can also watch this on youtube here: https://youtu.be/Rgf-wMuAXJsKey takeaways from this episode include:☆ why the mergers and acquisitions activity is such a growth area in accounting and fintech☆ the reasons why money makers in PE and VC want to invest in accounting businesses☆ the opportunities and challenges presented by consolidator firms in the accounting space☆ why the M&amp;A market is unsustainable in the UK accounting pool of firms☆ the limited future of the partnership model in accountancy practices☆ what can go wrong for accounting firms who allow themselves to be bought or acquired, particularly for the clients☆ the factors in play to decide selling multiples for accounting practices☆ why 50% of accounting firms are not making any money and where M&amp;A in accounting will end up◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencers<a href="https://www.facebook.com/accountinginfluencers" rel="noopener noreferrer"...
12/15/202216 minutes, 7 seconds
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Accountants: When to Ask for Help, Support & Advice - Best Practice in Accounting

It's the "Best Practice in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 24, "Accountants: When to Ask for Help, Support &amp; Advice" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohenYou can also watch this on youtube here: https://youtu.be/FVg221_pqRUKey takeaways from this episode include: the main reasons why it is difficult for accountants to ask others for advice and support how to recognise when you as an accounting, bookkeeping or fintech professional need to reach out for support the downsides of not asking for help and support, and the toll it takes on mental health identifying signs of burnout and overwhelm in high pressure jobs the kind of people you should ask for help and support if you need some external accountability, advice or support◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencerMentioned in this episode:Dead Show / YouTubeThis is for episodes in Networks we no longer use
12/14/202214 minutes, 13 seconds
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Unconscious Bias in Accountancy: Khyati Sundaram - Influencers in Accounting

It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.In today's episode 24, "Unconscious Bias in Accountancy: Khyati Sundaram."You can also watch this on youtube here: https://youtu.be/RN9KsxStpCYKhyati Sundaram is the CEO of Applied: a behavioural science-backed tool for fair and de-biased hiring. Applied helps companies remove bias from hiring processes by removing gendered words from job adverts, anonymising applications, holding structured interviews and hiring based on skills (rather than proxies on CVs).In this episode, we ask and answer the following questions:Why doesn't unconscious bias training make for inclusive cultures?What exactly is unconscious bias in hiring?How does unconscious bias come into recruitment, and what is the impact?What is unconscious bias training and how does it work?Why are so many accounting firms introducing it?What are the benefits and drawbacks of de-biased hiring?What’s a more effective way of tackling unconscious bias in recruitment, and in company cultures more widely?What next steps can firms easily take to make hiring processes fairer?You can also watch the youtube video of this interview here: https://youtu.be/RTDuTy1rH9QCheck out these great extra resources on this topic from Khyati and BeAppliedhttps://www.beapplied.com/post/does-unconscious-bias-training-work-infographichttps://www.beapplied.com/unconscious-bias In her former life, Khyati’s pursuits range from co-founding and leading an AI company looking at sustainable supply chains, to investment banking with JP Morgan and RBS. She has a breadth of experience in data science, product development, and fundraising. She also holds an MSc in Economics from the London School of Economics and an MBA from the London School of Business / Wharton School.In her spare time, Khyati likes playing badminton and is an avid weightlifter.Contact her here:https://www.linkedin.com/in/khyatisundaram/https://www.beapplied.com/https://twitter.com/beapplied◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around
12/13/202223 minutes, 34 seconds
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How Often Should Accountants Talk to Their Clients? - Insights in Accounting

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 24, "How Often Should Accountants Talk to Their Clients?" with special guest Martin Bissett, founder of the Bissett Group and co-founder of Accounting Influencers. https://www.linkedin.com/in/martinbissettYou can also watch this on youtube here: https://youtu.be/V4MViepfCPsKey takeaways from this episode include:☛ a true story about a sizable accounting firm who never spoke to their grade A clients☛ the illusion of recurring feed that leads many accountants to neglect relationships with their clients☛ the bad things that can happen to accountants and CPA firms when they don't maintain regular contact with their clients☛ what best practice looks like for frequency of client contact in accounting practices☛ what talking to a client should look and sound like for an accountant who claims to be 'client-centered'◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencerMentioned in this episode:Dead Show / Youtube
12/12/202211 minutes
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The Great Resignation & Other Myths in Accounting - Best Practice in Accounting

It's the "Best Practice in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 23, "The Great Resignation &amp; Other Myths in Accounting" with special guest Martin Bissett, founder of the Bissett Group and co-founder of Accounting Influencers. https://www.linkedin.com/in/martinbissettYou can also watch this on youtube here: https://youtu.be/NTh3Uu_imMwKey takeaways from this episode include:⇢ speaking some truth into the great resignation, calibrating careers and quiet quitting in the accounting profession⇢ fact - people don't leave organizations, they leave individuals (bad jobs vz bad bosses in accounting)⇢ asking accounting and fintech leaders - 'why would good people want to work for you?'⇢ why some accounting partners believe their own hype and don't get that their practice might not be as good a place to work as they thinkJoin ProNation "the Accounting Community You Wished You’d Found Sooner" - helping accountants and bookkeepers build a firm that works for them.https://jointhenation.co.uk◣━━━━━━━━━━━━━━━━━━━━◢Check out all 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencers<a...
12/7/20229 minutes, 12 seconds
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The Fun CPA & Personality in Accounting: Yuri Kapilovich - Influencers in Accounting

It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 23, "The Fun CPA &amp; Personality in Accounting: Yuri Kapilovich."You can also watch this on youtube here: https://youtu.be/Az4b4L2U9V0Yuri Kapilovich is the owner of Kapilovich &amp; Associates, a New Jersey based CPA firm specializing in providing high-value and personality along with the basic accounting and tax services. He is passionate about disrupting the stereotypical view of the accountant and making accounting a fun and attractive profession. Key takeaways from this episode include: ⫸ the journey from Big 4 accounting firm EY via 7 others to starting your own practice on your terms ⫸ the destructive nature of working practices and the pressure of billable hours that suck the fun out of accounting ⫸ considerations an accountant must face in leaving a secure job in practice to start their own firm ⫸ the dark times and high times of 'jumping ship from employed accountant to self-employed accounting firm owner ⫸ the groundwork required ahead of any job or career change to build connections and career capital ⫸ the importance of character and competence to build trust and reputation in a career like accountingYuri went through two immigrations (from Belarus to Israel and Israel to the US) and then moved around the US. All these moves have taught Yuri to appreciate different cultures, languages, and ignited his passion of meeting and chatting with people of all walks of life. Outside of accounting, Yuri loves boating, biking, the outdoors and also loves a good party with friends. Viewing life through the eyes of his 3.5 year old son is one of Yuri’s other favorite pass times. LinkedIn: https://www.linkedin.com/in/ykapilovichWebsite: https://www.thefuncpa.co◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: <a href="https://accountinginfluencers.com/podcast" rel="noopener noreferrer"...
12/6/202230 minutes, 13 seconds
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How Accountants & CPAs Can Win the War on Automation - Insights in Accounting

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 23, "How Accountants &amp; CPAs Can Win the War on Automation" with special guest Will Farnell, founder of innovative UK accountancy firm Farnell Clark and author of The Digital Firm. https://www.linkedin.com/in/willfarnellYou can also watch this on youtube here: https://youtu.be/mxsVEuf3QywKey takeaways from this episode include:✧ the key aspects of automation technology in accounting and how it could affect the job market✧ whether automation is more of a problem for smaller or bigger accountancy firms✧ where the majority of innovation takes place in the accounting sector✧ the strategic advantages accounting firms can create with automation to better serve their clients✧ the shifts required in the skillsets and services of accountancy firms to remain competitive✧ the importance of soft or enterprise skills that accountants must develop to compliment automation - machines need humans and vice versaNews source: https://www.accountancyage.com/2022/10/21/upskilling-required-by-firms-to-offset-threat-of-accounting-automation/◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencers<a...
12/5/202212 minutes, 31 seconds
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App & Tech Overwhelm – the Lure of Software Vendors - UK Matters in Accounting

It's the "UK Matters in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 22, "App &amp; Tech Overwhelm - the Lure of Software Vendors" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohenYou can also watch this on youtube here: https://youtu.be/IB8K0raG_HYKey takeaways from this episode include: what makes choosing the right apps and technology for your accounting firm so difficult and overwhelming the games software and tech vendors play in attracting accountants to their products and services the power of intent and strategy accountants need to find the right tech solutions to their key problems shout out to "When Accounting Firms Put Tech Before Their Clients" with Will Farnell https://bit.ly/3Wf8HI7 or on youtube: https://youtu.be/LROntp0DUCA the fallacy of accountants thinking you need new technology when their current stack might already do the job great ways accountants can say a polite 'no' to pushy or persuasive tech or software vendorsThanks to our sponsors Practice Win - the App that brings carefully curated content to the Accounting Profession https://practicewin.co.uk/◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube<a...
12/1/202215 minutes, 7 seconds
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Best Practice Tips for Vision in Accounting Firms - Best Practice in Accounting

It's the "Best Practice in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 22, "Best Practice Tips for Vision in Accounting Firms" with special guest Will Farnell, founder of innovative UK accountancy firm Farnell Clark and author of The Digital Firm. https://www.linkedin.com/in/willfarnellYou can also watch this on youtube here: https://youtu.be/xD6sygr4vGoKey takeaways from this episode include:➠ the benefits of setting up an accounting firm with no preconceptions to you can start from scratch with a client focused approach➠ how clarity on vision and purpose can be a key differentiator for accounting practices➠ the direction and drive that comes from a clear purpose and vision in accountancy firms➠ initial steps for accounting firms who haven't properly crafted their purpose and vision➠ what external facilitation and objectivity helps massively to help accounting firms create their vision and values➠ how complexity and diversity in larger accounting firms can make a united vision harder➠ why having a firm personality is as important as the personality of key leaders and owners➠ what leads to confusing branding and positioning for accounting firms with vague visions➠ the three words that should feature in any accounting practice vision statementSee also Will Farnell's previous interview: "The Power of Purpose &amp; Vision for Accounting Firms" on our Insights in Accounting podcast here: https://bit.ly/3fVxsYZ or on Youtube here: https://youtu.be/FTaTuuWo0jg◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: <a href="https://www.linkedin.com/company/accountinginfluencers" rel="noopener...
11/30/202218 minutes, 39 seconds
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What Really Is ESG for Accountants? Donny Shimamoto - Influencers in Accounting

It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 22, "What Really Is ESG for Accountants? Donny Shimamoto."You can also watch this on youtube here: https://youtu.be/LhUrnB4a0wcDonny C. Shimamoto, CPA.CITP, CGMADonny is the founder of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm accelerating innovation and organizational development for small and mid-market businesses and nonprofits. He is recognized as a global thought leader and educator in the fields of accounting innovation, IT risk management, and performance management.Key questions addressed in this episode :☛ what exactly is ESG and is it just a new hyped concept?☛ why is it important for accountants to become familiar with ESG?☛ what is different about ESG and what is known as Integrated Reporting?☛ of the many facets of ESG, which are most important for accountants?☛ What constitutes good governance for accountants, particularly in the areas of innovation, cybersecurity and ethics?☛ why is ESG being driven by the accounting profession?​Donny co-chair of the National Conference of Lawyers and CPAs, past chairman of the AICPA’s Information Management and Technology Assurance Executive Committee, and former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. He is also a past member of the IFAC Technology Advisory Group. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2022, Top 100 Most Influential People in Accounting (2013/2014/2017-2021) by Accounting Today, received the 2009-2010 President’s Award from the Hawaii Society of CPAs, was named to CPA Technology Advisor’s 40 Under 40 list in 2007 &amp; 2009 &amp; 2014, and was also a Hawaii Top High Tech Leader in 2004.Facebook/Instagram/LinkedIn/Twitter: @donnyitk​https://improvetheworld.net◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: <a href="https://accountinginfluencers.com/podcast" rel="noopener...
11/29/202232 minutes, 24 seconds
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How Mental Toughness Can Backfire for Accountants - Insights in Accounting

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 22, "How Mental Toughness Can Backfire for Accountants" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohenYou can also watch this on youtube here: https://youtu.be/AypYzD53fVIKey takeaways from this episode include:☆ what ProNation, the new mastermind community for accountants brings to the party https://jointhenation.co.uk☆ the reasons why a one guru, one expert, one way of coaching or training accountants doesn't always work☆ why mental health and wellbeing have become major talking points in professional life☆ what tennis player Andy Murray can teach accounting professionals about not dwelling on mistakes☆ the importance for leaders in accounting and fintech to consider how they deal with failure and setbacks☆ how 'the gain and the gap' approach gives valuable perspective for accountants under pressure☆ where accountants and similar professionals tend to make the most mistakes, particularly in a 'right or wrong' working environment☆ why we should all be kinder to ourselves when mistakes are made or things go wrong☆ the impact of self talk or 'in your head chatter' if it is not controlled or acknowledged or even replaced☆ what accounting and fintech professionals can do or change practically to be more flexible and forgiving in high pressure environmentsSource: https://www.cnbc.com/2022/10/26/psychologists-mental-toughness-can-backfire-make-you-less-successful.html◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your
11/28/202216 minutes, 6 seconds
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Latest Research via ABAB on MTD for UK Accountants - UK Matters in Accounting

It's the "UK Matters in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 21, "Latest Research via ABAB on MTD for UK Accountants" with special guestSteve Cox, Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/The Administrative Burdens Advisory Board (ABAB) recently released their annual review, with a focus on Making Tax Digital. Hear Steve Cox share some of their MTD findings for UK accounting firms and businesses. You'll get fascinating stats around MTD awareness, experience and cost/time savings. Download the full report if needed here: https://www.gov.uk/government/groups/administrative-burden-advisory-boardYou can also watch this on youtube here: https://youtu.be/I6HdA0Vw6ZA◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencerMentioned in this episode:Dead Show / YouTube
11/24/202218 minutes, 26 seconds
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Implementing Tech & Software in Accounting Firms - Best Practice in Accounting

It's the "Best Practice in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 21, "Implementing Tech &amp; Software in Accounting Firms" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohenYou can also watch this on youtube here: https://youtu.be/pcus3njbo8cKey takeaways from this episode include: the challenges accounting professionals face in making decisions on which tech and software to choose the importance of a peer group, community and a trusted network to help make better tech decisions for better ROI dealing with the lure and persuasive selling techniques of software vendors with sales targets why the hardest part of making a tech decision is the adoption and integration into the business the critical steps in a software implementation plan for accounting firms tips for dealing with the people side of tech implementation in accountancy practices what happens when accountants and accounting firm leaders get things wrong with their tech decisionsMentioned in this show: "App &amp; Tech Overwhelm - the Lure of Software Vendors" featuring Lucy Cohen - check out episode 22 of our show UK Matters in Accounting and watch it here on YouTube: https://youtu.be/IB8K0raG_HYJoin ProNation "the Accounting Community You Wished You’d Found Sooner" - helping accountants and bookkeepers build a firm that works for them.https://jointhenation.co.uk ◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: <a href="https://www.linkedin.com/company/accountinginfluencers" rel="noopener noreferrer"...
11/23/202216 minutes, 11 seconds
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Artificial Intelligence in Accounting: Isaac Heller - Influencers in Accounting

It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 21, "Artificial Intelligence in Accounting: Isaac Heller."You can also watch this on youtube here: https://youtu.be/H_ySD0R9v2MIsaac Heller is the Co-founder and CEO of Trullion, an AI-powered SaaS platform that automates financial workflows for CFOs, accountants, and auditors. Trullion unifies the unstructured and structured worlds of accounting by reading PDFs and Excel documents and translating them into financial workflows, such as Lease Accounting and Revenue Recognition.Isaac has an extensive background in finance &amp; software, including a 2014 IPO with Sabre Holdings. His experience with accounting regulatory changes has helped drive successful partnerships with financial leaders, from CFOs to modern accounting firms.Key areas covered in this episode include:1. How can AI be used in the accounting industry?2. What are some of the practical applications of AI?3. How does AI change the role that accountants play in their jobs?4. Will AI make the accounting process more accurate? How?5. What is the potential downside of using AI?6. Who benefits from AI taking over some of the manual processes?7. Will AI provide accountability to the accounting industry? How so?8. Will AI be a technology that helps restore ethics in the accounting industry?Originally hailing from Texas, Isaac holds a BA from the University of Texas @ Austin and an MBA from the University of Texas @ Dallas. He lives between New York and Israel and enjoys spending time with his wife and children.https://www.linkedin.com/in/isaacheller/https://twitter.com/isaacishttps://trullion.com/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: <a href="https://www.linkedin.com/company/accountinginfluencers" rel="noopener noreferrer"...
11/22/202225 minutes, 35 seconds
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Accountants – Need to Knows on Economic Challenges - Insights in Accounting

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 21, "Accountants - Need to Knows on Economic Challenges" with special guest Carl Reader, founder of d&amp;t accountants and bestselling author of BOSS IT. https://www.linkedin.com/in/carlreaderYou can also watch this on youtube here: https://youtu.be/YsuSSketvqAKey takeaways from this episode include:➜ the one word that sums up what is happening in the global economy right now➜ the one major cause of the 2008 economic crash and subsequent recession➜ the many conflicting issues which make solving economic problems very difficult for politicians and business owners➜ how unprecedented levels of debt are affecting businesses all over the world➜ comments on the global energy crisis and what some countries are doing right➜ practical steps accountants can take to serve their clients best in the midst of economic uncertainty◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencerMentioned in this episode:Dead Show / Youtube
11/21/202215 minutes, 19 seconds
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Which UK Accounting and Fintech Events to Attend? - UK Matters in Accounting

It's the "UK Matters in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 20, "Which UK Accounting and Fintech Events to Attend?" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohenYou can also watch this on youtube here: https://youtu.be/vc23a7J-5MgKey takeaways from this episode include: the reason Lucy did not go to Accountex North in Manchester, but wishes that she did how accountants and fintech professionals can make better decisions about which events and awards ceremonies to attend the importance of setting the right intentions and objectives to make your time worthwhile in attending events how easy it is not to take any action to implement the information and ideas you get from accounting and fintech events why nobody really gets paid to attend conferences and events, but they are rewarded on the results of that attendance the 'third third third rule' for making attendance of business events really count when it comes to investing valuable time when it's okay to have a jolly and have fun at a business event in today's challenging world some of the strategic objectives you can set before deciding to invest time and money attending a business conference or expo what to consider if you decide not to go to an event and what impact your absence might have on your corporate or personal brand how 'schadenfreude' leads some people to lie to others and themselves to justify going to a certain event or on a certain trip shout out to ProNation, the accounting community newly launched by 3 of the most respected accounting firm owners https://jointhenation.co.uk/◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging...
11/18/202215 minutes, 50 seconds
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How Accountants Can Be More Productive by Working Less - Best Practice in Accounting

It's the "Best Practice in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 20, "How Accountants Can Be More Productive by Working Less" with special guest Carl Reader, founder of d&amp;t accountants and bestselling author of BOSS IT. https://www.linkedin.com/in/carlreaderYou can also watch this on youtube here: https://youtu.be/zZfzY20IAUgThanks to our newest sponsor of this show ProNation, the accounting community you wished you'd found sooner. To find out why three heads are better than one, go to https://jointhenation.co.uk/Key takeaways from this episode include:✶ one of the core problems that limits all people in all jobs, especially accounting and fintech✶ why working harder is not necessarily better for accountancy professionals✶ the other important aspects of being a working professional aside from the billable hours✶ the five different kinds of work that accountants engage in, and which take up the most time✶ the importance of ideation, innovation and inspiration for technically smart professionals and entrepreneurs✶ why a $1000 moment is better than a $200 hour for any business professional✶ what more time spent on ideation can do for accounting practices in driving growth and innovation✶ the problems in productivity caused by slavery to your email inbox and instant messages✶ how to avoid falling into the pandemic culture of longer virtual meetings✶ how accountants can engage in more creative ideation for problem solving and being more productive✶ Book recommendation - "Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork" by Dan Sullivan &amp; Benjamin HardySource for today's piece: https://www.fastcompany.com/90739838/you-just-might-be-more-productive-if-you-work-less◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor...
11/16/202218 minutes, 48 seconds
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How Accountants Handle Change: Barbara Weltman - Influencers in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.Episode 20. In today's interview, "How Accountants Handle Change: Barbara Weltman."Barbara Weltman is the founder of Big Ideas for Small Business, Inc., which publishes Idea of the Day® and the e-newsletter Big Ideas for Small Business®. Based in Vero Beach, Florida, she is an attorney, a trusted professional advocate for small businesses and entrepreneurs, and a prolific author of important books such as J.K. Lasser’s Small Business Taxes, J.K. Lasser’s Guide to Self-Employment, Home Business Magazine’s Home-Based Business Start-Up Guide, Smooth Failing, and 500+ Big Ideas for Small Business. She is also a guest blogger for several sites and creates continuing education programs for accountants and attorneys.Key questions we ask Barbara about how accountants can better handle change:1. What are some of the big changes you see clients facing now?(inflation, supply chain disruptions, remote workforce, world events, continuing pandemic issues)2. How can accountants help their own clients handle change?(how can they strategize with business owners and help them 'run the numbers'” for proposed actions?)3. Specifically, how can accountants help clients with their inventory issues?(how to account for inventory, reordering, disposing of unsold inventory)4. What changes are accountants experiencing themselves in their practices?(greater demand for their services, continuing complexity of tax/accounting rules they have to master, how to handle their own rising costs of doing business)5. How can accountants stay up-to-date with changes in their profession?(continuing education, following influencers, staying involved with accounting groups and communities)Listeners can also check out this interview in video format: https://youtu.be/zZfzY20IAUgWhen not working?"Each morning year round I walk 5 miles along the historic Jungle Trail on the Indian River Lagoon ("An early morning walk is a blessing for the whole day." Henry David Thoreau) and head up a book club in my neighborhood."https://twitter.com/BigIdeas4SB https://www.facebook.com/BigIdeasForSmallBusinesshttps://www.linkedin.com/in/bweltman/ https://www.instagram.com/bigideasforsmallbusiness777/YouTube: https://www.youtube.com/user/BarbaraWeltman ◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ <a href="https://influencers-in-accounting.captivate.fm/" rel="noopener noreferrer"...
11/15/202218 minutes, 38 seconds
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Productivity Paranoia – Does Working From Home Work? - Insights in Accounting

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 20, "Productivity Paranoia - Does Working From Home Work?" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohenYou can also watch this on youtube here: [link from spreadsheet]Key takeaways from this episode include:➺ why there has never been a better time to be an accountant despite many challenges➺ how productivity for accountants has been affected by the pandemic, for good and bad➺➺➺➺➺➺Source: https://www.bbc.com/worklife/article/20221014-the-productivity-paranoia-managers-cant-shake◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencerMentioned in this episode:Dead Show / Youtube
11/14/202215 minutes, 8 seconds
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Overcoming Failure to Implement in Accounting Firms - Best Practice in Accounting

It's the "Best Practice in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 19, "Overcoming Failure to Implement in Accounting Firms" with special guest Will Farnell, founder of innovative UK accountancy firm Farnell Clark and author of The Digital Firm. https://www.linkedin.com/in/willfarnellYou can also watch this on youtube here: https://youtu.be/uihawIvAmq8Key takeaways from this episode include:☞ examples of the kind of changes many accounting firms want to implement but don't or can't☞ how VUCA (volatility, uncertainty, complexity and ambiguity) and the pandemic have been catalysts for change in accountancy☞ the role of appetite for change in accounting firms and what makes some projects successful and others not☞ what stops accountants from changing and what leads to a failure to implement for accounting firms☞ how to overcome the 'time' excuse for accountants struggling to implement change☞ how the fear of change is a big obstacle for many accountants☞ the one deciding factor that should frame any change project in an accounting firm☞ how accounting firms make bad decisions about investing in technology☞ key takeaways and strategies for accountants to be more effective in implementing change☞ shout out to ProNation, a new and groundbreaking community for accounting professionals where three heads are better than one◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube<a...
11/9/202216 minutes, 6 seconds
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How Accounting Firms Can Stand Out: Harvee Pene - Influencers in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.Episode 19. In today's interview, "How Accounting Firms Can Stand Out: Harvee Pene."Harvee Pene is the Founder of Life Changing Accountants, 2x TEDx Speaker &amp; 10x Best Selling Author. He is on a mission to give 1 billion Days of access to food, water, health and sanitation to families in need by 2030, by helping accountants and their clients to TIP 1% of their Time, Income or Profits to help end poverty. Harvee was recognised as ‘One of Ten Outstanding Persons in Australia’ and ‘Australian of the Year (nominee)’ when the TIP 1% giving initiative reached 27+ Million Days of life changing help given to families in need across 16 countries.You can also watch this interview on YouTube here: https://youtu.be/4wdxpHcyeh4Key takeaways from this episode include:➼ the 'tiredness' in the accounting profession post covid and how accountants can get back to their best➼ a stroke survivor and cancer survivor share stories of 'brushes with death' and questions you ask yourself as a result➼ bringing meaning and purpose into the accountant conversation to go beyond just a job into legacy and making a difference➼ the role of 'impact statements' to give accountants a tangible measure of the difference they make to their clients➼ what happens to an accounting firms value proposition when accountants articulate the results they create for clients➼ where confidence in pricing comes from for accounting professionals➼ how many accountants miss out on leveraging the many success stories they help their clients create➼ what the clients of accountants and CPAs are really buying, even if they can't put it into words➼ why people buy certainty, which means accountants need to be more persuasive and better communicators of their value➼ how an accounting practice can really stand out from competitors in a noisy world➼ the relationship between perceived authority and the ease with which accountants can differentiate➼ why authors command authority and how accountants can leverage their expertise in written format to build credibility➼ the value accountants sit on with their years of expertise and experience, and why much of it is wasted➼ how accountants can overcome the negative mindset that they don't have anything to write, talk about or be seen as an expert on➼ top tips for accountants who want to stand out for what they do in a competitive marketplaceOut of work hours, Harvee loves traveling, gardening &amp; cooking. Being vegetarian, cooking is his happy place, as is enjoying a good gin! Now being a dad to two girls Havana and Mali &amp; currently studying medicine, he doesn't get to travel as much as he'd like to, so makes the most of exploring with the family all the local gems and beaches, being located on the Gold Coast, Queensland in Australia.https://www.linkedin.com/in/harvee-pene-9a306626/https://lifechanging.accountants/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷
11/8/202230 minutes, 36 seconds
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The 2023 Growth Outlook for CPA Firms Survey: Bonus - Influencers in Accounting

This is a special bonus episode to discuss the Survey to Explore the Growth Outlook for CPA Firms in 2023. Hear Rob Brown interview Sarah Johnson Dobek, president and founder of Inovautus, a national consulting firm that develops strategies, programs, and training designed to help accounting firms grow faster and in the right direction.To take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.In this bonus show, we discuss:⫸ why it's both exciting and tough to be in an accounting practice right now⫸ why growth is not very strategic for accounting firms as many grow in the wrong way with the wrong kind of work⫸ the origins of the Growth Outlook Survey for accountancy practices to see how they were responding the pandemic⫸ comments on the massive investment into technology for accounting firms, for good and for bad⫸ how the survey informs strategy for pricing, sales, growth, marketing, client experience, tech stacks, recruitment and what is really working for accounting firms⫸ what makes growth more about mindset and strategy than numbers, lead gen and revenue for accountants⫸ comparing this survey to other benchmarking studies in the accounting and fintech space⫸ shout out to Nicole Sterling and the excellent AAM (Association of Accounting Marketing) at https://accountingmarketing.org⫸ what none of the accounting and fintech surveys are touching, and why the 2023 Growth Outlook for CPA Firms Survey is different⫸ how best practice is hard to define in today's challenging world for accountants and CPAs⫸ how diversity, equity, inclusion, justice and accessibility are affecting accountancy practices in the area of growth⫸ why accounting firms become extinct and the changing landscape of the working population⫸ the challenges involved in research that is representative of a very diverse accounting profession and different firm sizes⫸ how marketing professionals in accounting firms are becoming increasingly strategic in supporting firm growth⫸ the key challenges that accounting practices face in differentiating themselves to drive growth and recruitment⫸ key questions accountancy firm leaders should be asking themselves in considering the different ways to grow⫸ what accountancy practices get wrong when it comes to building brand awareness and driving growth⫸ why there is much less room for error in getting the right growth strategies for accounting firms, and why some may not make it⫸ to take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.⫸ why accounting professionals should take this survey and stay informed rather than just hoping you're doing the right thingYou can also watch a video of this episode on Youtube here: https://youtu.be/AFZY1krsFwASarah and her team work with firms to assess their growth goals and execute practical marketing and business development plans. With her unique background in operations, human resources, practice management, and marketing, Sarah delivers insightful, practical advice that guides organizations down the right path toward achieving the growth they desire. Sarah’s ability to understand where an organization is starting from, coupled with her disciplined approach to best practices, drives results for firms and helps them to evolve.When she's not in the office, you can find Sarah skiing, camping, golfing, hiking or just enjoying her backyard with her husband, dog and 2 children.https://www.linkedin.com/in/sjjohnsonTwitter: sarah_johnson28◣━━━━━━━━━━━━━━━━━━━━◢Make sure you're subscribed to all 5 great shows in the Accounting Influencers Podcast Network:❶ Success in...
11/8/202229 minutes, 42 seconds
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The 2023 Growth Outlook for CPA Firms Survey: Bonus - Insights in Accounting

This is a special bonus episode to discuss the Survey to Explore the Growth Outlook for CPA Firms in 2023. Hear Rob Brown interview Sarah Johnson Dobek, president and founder of Inovautus, a national consulting firm that develops strategies, programs, and training designed to help accounting firms grow faster and in the right direction.To take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.In this bonus show, we discuss:⫸ why it's both exciting and tough to be in an accounting practice right now⫸ why growth is not very strategic for accounting firms as many grow in the wrong way with the wrong kind of work⫸ the origins of the Growth Outlook Survey for accountancy practices to see how they were responding the pandemic⫸ comments on the massive investment into technology for accounting firms, for good and for bad⫸ how the survey informs strategy for pricing, sales, growth, marketing, client experience, tech stacks, recruitment and what is really working for accounting firms⫸ what makes growth more about mindset and strategy than numbers, lead gen and revenue for accountants⫸ comparing this survey to other benchmarking studies in the accounting and fintech space⫸ shout out to Nicole Sterling and the excellent AAM (Association of Accounting Marketing) at https://accountingmarketing.org⫸ what none of the accounting and fintech surveys are touching, and why the 2023 Growth Outlook for CPA Firms Survey is different⫸ how best practice is hard to define in today's challenging world for accountants and CPAs⫸ how diversity, equity, inclusion, justice and accessibility are affecting accountancy practices in the area of growth⫸ why accounting firms become extinct and the changing landscape of the working population⫸ the challenges involved in research that is representative of a very diverse accounting profession and different firm sizes⫸ how marketing professionals in accounting firms are becoming increasingly strategic in supporting firm growth⫸ the key challenges that accounting practices face in differentiating themselves to drive growth and recruitment⫸ key questions accountancy firm leaders should be asking themselves in considering the different ways to grow⫸ what accountancy practices get wrong when it comes to building brand awareness and driving growth⫸ why there is much less room for error in getting the right growth strategies for accounting firms, and why some may not make it⫸ to take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.⫸ why accounting professionals should take this survey and stay informed rather than just hoping you're doing the right thingYou can also watch a video of this episode on Youtube here: https://youtu.be/AFZY1krsFwASarah and her team work with firms to assess their growth goals and execute practical marketing and business development plans. With her unique background in operations, human resources, practice management, and marketing, Sarah delivers insightful, practical advice that guides organizations down the right path toward achieving the growth they desire. Sarah’s ability to understand where an organization is starting from, coupled with her disciplined approach to best practices, drives results for firms and helps them to evolve.When she's not in the office, you can find Sarah skiing, camping, golfing, hiking or just enjoying her backyard with her husband,...
11/7/202229 minutes, 42 seconds
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Changing to a Non-Linear Accounting Working Day - Insights in Accounting

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 19, "Changing to a Non-Linear Accounting Working Day" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohenYou can also watch this on youtube here: https://youtu.be/VsEZ1IBngxgKey takeaways from this episode include:➠ "Some employees are breaking up their working days into a few hours at a time, doing tasks flexibly and asynchronously in the new world of work."➠ remarks on the bleed of personal and work life for accounting and fintech professionals➠ why the traditional 9-5 workday is both unwanted and unrealistic in today's professional world➠ the merits of a flexible approach to working and what really motivates employees➠ the importance of setting boundaries to avoid an 'always on' hustle culture that distorts work life balance➠ "It’s no longer really about effort and time spent, it’s about creating the best outcomes. As the nature of work has shifted, so too has the way workers want to optimise how they do that work" Aaron De Smet"➠ how greater flexibility leads to greater productivity and inclusion in a modern workplace➠ the main message to leaders shaping culture and managing a modern, non-linear workforceSource article: https://www.bbc.com/worklife/article/20220928-the-non-linear-workdays-changing-the-shape-of-productivity◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast...
11/7/202211 minutes, 16 seconds
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The 2023 Growth Outlook for CPA Firms Survey: Bonus

This is a special bonus episode to discuss the Survey to Explore the Growth Outlook for CPA Firms in 2023. Hear Rob Brown interview Sarah Johnson Dobek, president and founder of Inovautus, a national consulting firm that develops strategies, programs, and training designed to help accounting firms grow faster and in the right direction.To take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.In this bonus show, we discuss:⫸ why it's both exciting and tough to be in an accounting practice right now⫸ why growth is not very strategic for accounting firms as many grow in the wrong way with the wrong kind of work⫸ the origins of the Growth Outlook Survey for accountancy practices to see how they were responding the pandemic⫸ comments on the massive investment into technology for accounting firms, for good and for bad⫸ how the survey informs strategy for pricing, sales, growth, marketing, client experience, tech stacks, recruitment and what is really working for accounting firms⫸ what makes growth more about mindset and strategy than numbers, lead gen and revenue for accountants⫸ comparing this survey to other benchmarking studies in the accounting and fintech space⫸ shout out to Nicole Sterling and the excellent AAM (Association of Accounting Marketing) at https://accountingmarketing.org⫸ what none of the accounting and fintech surveys are touching, and why the 2023 Growth Outlook for CPA Firms Survey is different⫸ how best practice is hard to define in today's challenging world for accountants and CPAs⫸ how diversity, equity, inclusion, justice and accessibility are affecting accountancy practices in the area of growth⫸ why accounting firms become extinct and the changing landscape of the working population⫸ the challenges involved in research that is representative of a very diverse accounting profession and different firm sizes⫸ how marketing professionals in accounting firms are becoming increasingly strategic in supporting firm growth⫸ the key challenges that accounting practices face in differentiating themselves to drive growth and recruitment⫸ key questions accountancy firm leaders should be asking themselves in considering the different ways to grow⫸ what accountancy practices get wrong when it comes to building brand awareness and driving growth⫸ why there is much less room for error in getting the right growth strategies for accounting firms, and why some may not make it⫸ to take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.⫸ why accounting professionals should take this survey and stay informed rather than just hoping you're doing the right thingYou can also watch a video of this episode on Youtube here: https://youtu.be/AFZY1krsFwASarah and her team work with firms to assess their growth goals and execute practical marketing and business development plans. With her unique background in operations, human resources, practice management, and marketing, Sarah delivers insightful, practical advice that guides organizations down the right path toward achieving the growth they desire. Sarah’s ability to understand where an organization is starting from, coupled with her disciplined approach to best practices, drives results for firms and helps them to evolve.When she's not in the office, you can find Sarah skiing, camping, golfing, hiking or just enjoying her backyard with her husband, dog and 2 children.<a href="https://www.linkedin.com/in/sjjohnson"...
11/6/202229 minutes, 42 seconds
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How Accountants Handle Complaints & 1 Star Reviews - Best Practice in Accounting

It's the "Best Practice in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 18, "How Accountants Handle Complaints &amp; 1 Star Reviews" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohenYou can also watch this on youtube here: https://youtu.be/uwk1959IvFcKey takeaways from this episode include:◆ the polarization of reviews and why it's usually only ever 1 star or 5 star feedback for accounting firms◆ how it's unrealistic for any accounting practice or fintech company to expect zero complaints◆ regardless of who you are and what you do, there will always be haters and saboteurs because we all have different tastes◆ the choices accountants and practices have when a bad review or complaint is posted publicly◆ the steps accountants and accounting firm professionals can take to right wrongs and make things better with complaints◆ the difference between legitimate and personal complaints for accountancy and fintech professionals◆ what accounting practices should do with complaints and poor reviews if they are valid and things need fixing◆ the importance of showing grace and patience when service isn't up to a certain standard◆ what to do when online or public complaints 'blow up' and gather social media momentum◆ the need to look at reviews on their merits, particularly if the person complaining is influential and high profile◆ the power of apologising and being contrite when people complain about your product or service◆ the part integrity and authenticity plays in engaging PR companies to 'cancel' bad reviews and why nobody can avoid bad opinions◆ shout out to the upcoming launch of ProNation, a new mentoring and coaching community for accountants◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer...
11/2/202218 minutes, 13 seconds
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When Accounting Firms Put Tech Before Their Clients - Insights in Accounting

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 18, "When Accounting Firms Put Tech Before Their Clients" with special guest Will Farnell, founder of innovative UK accountancy firm Farnell Clark and author of The Digital Firm. https://www.linkedin.com/in/willfarnellYou can also watch this on youtube here: https://youtu.be/LROntp0DUCAKey takeaways from this episode include:❊ why accountancy firms are making a mistake putting their own technology needs before their clients' needs❊ what makes one platform more efficient than multiple platforms for accounting practices❊ what should be the fundamental concern when accountants make strategic technology investments❊ how the client experience suffers when accounting and CPA firms act to selfishly with the software they adopt❊ the merits of daily bookkeeping to provide live accounting data to enhance the client experience for accountancy firms❊ the one question that is not asked enough in accounting practices when technology purchases are considered❊ how digital disruption is simply removing friction from the client journey in the accounting and fintech world❊ why gross recurring fees can be both a good and a bad thing for accountants and CPAs❊ the practice mindset versus a business mindset in accounting firms and how the clients can suffer❊ what a digital or even human accounting firm does that others do not❊ shout out to Randy Johnston who speaks about the vendor agenda and the compromise that accountants make at the expense of clients❊ how technology is now the same for all accountants, and where the latest differentiators are coming from❊ via Donny Shimamoto - how technology can affect the brand image of an accounting firmSource: https://www.accountingtoday.com/news/the-frontier-accounting-firms-need-to-stop-putting-their-tech-needs-first-as-they-adopt-technology◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: <a href="https://accountinginfluencers.com/podcast" rel="noopener noreferrer"...
10/31/202216 minutes, 56 seconds
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What Soccer Can Teach Accountants About Leadership - Best Practice in Accounting

It's the "Best Practice in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 17, "What Soccer Can Teach Accountants About Leadership" with special guest Carl Reader, founder of d&amp;t accountants and bestselling author of BOSS IT. https://www.linkedin.com/in/carlreaderYou can also watch this on youtube here: https://youtu.be/fIbKSdn7ybgKey takeaways from this episode include: the comparisons on leadership with accounting practices and professional sports clubs the most important job for a leader in any business, including accountancy firms the trust required to delegate tasks as an accounting leader to people that may not be as good as you the impact of desire and ego in assigning roles in a professional firm or sports club why the leader should not actually the hero in the story of a professional organisation what it looks like when a leader's laziness is bigger than their ego shout out to Hungerford FC and Southend United soccer clubs in the UK what £1000 moments and £1m ideas look like for leaders in accounting practices in delivering big benefits what bad leadership looks like and what happens to organisations with poor leadership practical tips for 'wannabe' leaders to channel their ambition in the accounting and fintech world the importance of dress and professionalism for leaders wanting to set the right example the need for young or new leaders to revisit their management books to get the basics right with vision and communication why ongoing skills development is vital for today's leaders to stay relevant and impactful with their people shout out to ProNation, a new accounting community featuring Carl Reader, Lucy Cohen and Will Farnell◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can
10/26/202218 minutes, 45 seconds
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Buying & Managing an Accounting Firm: Craig Field - Influencers in Accounting

It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 17, "Buying &amp; Managing an Accounting Firm: Craig Field."***This was a live, in person interview, so apologies for the audio quality***Craig Field began his career at Cooper &amp; Lybrand (now PWC) in Johannesburg, South Africa in 1983. He started his own practice in 1997 and was involved in several mergers and acquisitions, participated in a public listing and served on the Board of a public listed company as Financial Director. In 2008, he moved with his family to Charlotte, North Carolina. He soon discovered his qualifications meant nothing Stateside so he went back to school, passed the Series 65 exam and also the CPA, ABV and CFP exams. In 2019, he started out on his own and in October 2020 concluded a merger with a well established CPA firm, Ryan Geer &amp; Co PA, to form Ryan Geer Field &amp; Rhodes PLLC where he is an owner and partner.Key takeaways from this episode include:➥ how a tax and compliance focus dominates the current accounting profession➥ what the IRS frustrates many accountants and CPAs with their changing tax regulations and demands➥ comments on the M&amp;A market and the buying and selling of accounting firms➥ the biggest factor that makes an accounting practice very sellable with a high multiple➥ how attractive the 'hourly-based' accounting profession is as a career choice for younger professionals➥ how the career path has become more varied in the last 20 years for newly qualified accountants➥ the hidden problems associated with growth in accounting practices and with taking on more clients➥ the kind of freedom and trust that makes a CPA practice or accounting firm more attractive to talent➥ the difficulties in driving culture in a hybrid working environment for accounting firms➥ the importance of smaller accounting firms being part of a larger international network or association like Russell Bedford International➥ the difference between accounting qualifications in different countries➥ the agenda of software and fintech vendors in driving the accounting profession forward➥ the difference between more modern virtual vz more traditional 'relationship focused' accounting practices➥ what makes an accounting or CPA practice a good purchase or attractive sellable entity➥ the importance of sound technical knowledge from accountants serving business owners who struggle with finances➥ why government led initiatives like 'Making Tax Digital' might be the biggest threats to the accountancy profession➥ best advice for accounting firm and CPA practice owners to stay relevant and competitivehttps://www.ryangeer.com/https://www.linkedin.com/in/craighfield/Also on youtube as a visual audio file here: https://www.youtube.com/watch?v=dUSF1yLVIEE◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ <a...
10/25/202228 minutes, 25 seconds
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Quiet Quitting in the Accounting & Fintech World - Insights in Accounting

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode XX, "Quiet Quitting in the Accounting &amp; Fintech World" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohenYou can also watch this on youtube here: https://youtu.be/MT2pej5BOPYKey takeaways from this episode include:☛ exactly what 'quiet quitting' is and how it has manifested in the accounting and fintech world☛ how quiet quitting vz the hustle culture polarizes accounting and fintech at employee and employer level☛ the role that perceived stress plays in whether some people feel entitled to quiet quit☛ what makes some jobs and roles harder to quiet quit than others, and how passion in a job is an antidote to quiet quitting☛ tips for leaders to elicit 'discretionary effort' from their people with a clear psychological contract and strong culture☛ how quiet quitting has accelerated in the current job market with a chronic shortage of talent and 'great resignations'☛ Quiet quitters make up at least 50% of the U.S. workforce - the percentage is particularly high among workers under age 35 (Gallup)☛ how 'checking out' or quiet quitting has become a badge of honor' in some jobs and professions☛ the upcoming launch of ProNation as a ground-breaking community for accounting professionalsSources:This is what’s really behind ‘quiet quitting’ (and what leaders can do about it)https://www.fastcompany.com/90782944/this-is-whats-really-behind-quiet-quitting-and-what-leaders-can-do-about-itWhat Is Quiet Quitting—and Is It a Real Trend?https://www.investopedia.com/what-is-quiet-quitting-6743910◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: <a...
10/24/202214 minutes, 3 seconds
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Why Influence Matters in the World of Accountancy - Influencers in Accounting

As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "Why Influence Matters in the World of Accountancy", you'll hear/we discuss Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/p_o_NO37jOA◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show:...
10/22/20226 minutes, 15 seconds
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Why Influence Matters in the World of Accountancy

As part of this Success in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "Why Influence Matters in the World of Accountancy", you'll hear how your network often determines or amplifies your influence. Who follows you and why? Do you have a community, a tribe or a following? How many connections, fans or friends do you have? influence and reputation come from two things - who you know and who knows you.Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "Success in Accounting" show, going live every Monday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'.In this episode X of the brand new Success in Accounting podcast, we hear more live interviews from the recent International Accounting Forum and Awards 2022 which took place in London recently. AIBN were the official knowledge and broadcast partners of the event which featured the great and the good in the world of accounting networks, associations, alliances, institutes and professional bodies. Also present are representatives from large accounting firms (including top 4) and prestigious software/fintech vendors to the profession. https://arena-international.com/iaf/Guests interviewed by Rob Brown on this show are:John Rockliffe of M-Files: https://www.linkedin.com/in/john-rockliffe/Stephen Hamlet, CEO at Russell Bedford International along with Michael Quigley https://www.linkedin.com/in/stephen-hamlet-6b737110/ https://www.linkedin.com/in/itsmichaelquigley/Enjoy the live buzz of the event! If you'd like to book for 2023, the date is 29 June.◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting -...
10/22/20226 minutes, 15 seconds
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Why Influence Matters in the World of Accountancy - Best Practice in Accounting

As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "Why Influence Matters in the World of Accountancy", you'll hear/we discuss Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/p_o_NO37jOA◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage:➺ Main show website. For access to every single show with full shownotes: <a href="https://accountinginfluencers.com/podcast"
10/21/20226 minutes, 15 seconds
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Why a Noble Cause Can Build Accounting Influence

As part of this Success in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "Why a Noble Cause Can Build Accounting Influence", you'll hear about whether you're forced for good? Do you make a difference for the better? Do you have a crusade, a desire to change the world? To make an impact? to give back. This speaks to your benevolence, your attitude to competition. Is the pie getting bigger? Are you collegiate and collaborative or adversarial and competitive?Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/S_PkroSFC84◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ 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: <a href="https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ"...
10/20/20224 minutes, 47 seconds
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How Busy Accountants Can Handle Regulation Overload - UK Matters in Accounting

It's the "UK Matters in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 16, "How Busy Accountants Can Handle Regulation Overload" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohenYou can also watch this on youtube here: https://youtu.be/fIbKSdn7ybgKey takeaways from this episode include: why the ability to deal with a quickly changing tax and regulation world is vital for UK accountants how covid developed the skillset of communicating rapid change in accountants and accounting professionals what kind of effort and organisation is required for accountants to stay on top of updates in key areas and information overload how trusted accounting advisors lean into their specialist interest areas to stay relevant and current, vz trying to cover everything the finesse and discernment required by accountants and accounting firms when communicating changes to their clients the difference between reacting and proactively pivoting to tax and budget changes for UK accountants and their clients what peace of mind looks like for accounting firm clients in being able to to to one place or source for trusted information what accounting firm owners and leaders must to do set a culture and processes that allow their people to stay current with regulation shout to to Pronation, a soon-to-be-launched mastermind and coaching community for accountants ran by three seasoned experts two top tips for UK accountants, fintech professionals and trusted advisors to stay current and relevant for their clients◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: <a href="https://www.linkedin.com/company/accountinginfluencers" rel="noopener noreferrer"...
10/20/202216 minutes, 14 seconds
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Why a Noble Cause Can Build Accounting Influence - Best Practice in Accounting

As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "Why a Noble Cause Can Build Accounting Influence", you'll hear about whether you're forced for good? Do you make a difference for the better? Do you have a crusade, a desire to change the world? To make an impact? to give back. This speaks to your benevolence, your attitude to competition. Is the pie getting bigger? Are you collegiate and collaborative or adversarial and competitive?Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/S_PkroSFC84◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! Follow the Accounting...
10/18/20224 minutes, 47 seconds
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The Role of Coaching for Accountants: Jackie Meyer - Influencers in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.Episode 16. In today's interview, "The Role of Coaching for Accountants: Jackie Meyer."Jackie Meyer specializes in providing innovative tax strategies for executive clientele for a high return on investment. She leads her own team of top-tier public accountants spanning across the US operating with 100% virtual workflows and is a top-rated speaker, business coach, and social media influencer with thousands of students and followers. She served on the Intuit Tax Council (2016-2019) and the Forbes Finance Council (2019-present). Recent honors include 40 under 40 CPA Advisor Winner (2018/2019/2021) and AICTC (American Institute of Certified Tax Coaches) member of the year (2019). Jackie is a proud proponent of lifelong learning and will complete her Doctorate in Strategic Leadership from Regent University.Her passion is coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants. She also coaches Accountants to become better tax planners with TaxPlanningMasterclass.com Giving back is her top priority, so she works with local and global non-profits on educational and equality initiatives.You can also watch this interview on youtube here:Key takeaways from this episode include:➺ how an accountant can fall in love with and be passionate about tax preparation work➺ the reasons why this has been the worst tax year for accountants and CPAs ever➺ the single biggest problem accountants and CPAs are having in their everyday roles➺ what makes being coachable and having coaches vital for accounting professionals➺ how an accountancy professional can spend two years working for Deloitte and learn nothing➺ how professionals learn new skills and knowledge according to the 70-20-10 approach➺ how to justify the time and money investment in a personal or business coach➺ what makes accountants not as coachable or teachable as they could and should be➺ what questions an accounting professional should ask themselves when considering taking on a coach➺ the different kind of coaches and coaching approaches available to accountants➺ how 'more people than you would expect' are not motivated by money➺ the red flags that accountants and CPAs should look out for that might prompt the need for a coach➺ the triggers for overload and burnout in accounting firm owners and leaders➺ tips for accountants to delegate workload and outsource tasks➺ a critical question a coach should ask accountants and CPAs to decide if the relationship will be successful➺ the crucial role of accountability when being coached to make sure decisions are implemented and ideas executed➺ the accountant as a coach - how adding this skillset helps them do much more for their staff and clients➺ the impact of time blocking for busy accounting professionals to get things done➺ tips for developing professionally and staying current in the accounting professionListeners can also check out this interview in video format:Jackie has two children, three dogs, attends Life Church with husband Mark and travels the world as much as possible.https://www.linkedin.com/in/jackiemeyercpa/<a href="https://www.facebook.com/jackiemeyercpa" rel="noopener noreferrer"...
10/18/202223 minutes, 52 seconds
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The Vital Role Status Plays in Accounting Influence

As part of this Success in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "The Vital Role Status Plays in Accounting Influence", we discuss how to speaks to clout or impact. Who knows you in the higher up, significant or powerful circles? Are you recognised? Do you have kudos and cache that opens doors. What access do you have to people who make decisions, command followings and hold budgets?Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/7PJA939feLc◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ 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: <a...
10/18/20223 minutes, 32 seconds
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The Danger of a Hustle Culture in Accounting - Insights in Accounting

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 16, "The Danger of a Hustle Culture in Accounting" with special guest Carl Reader, founder of d&amp;t accountants and bestselling author of BOSS IT. https://www.linkedin.com/in/carlreaderYou can also watch this on youtube here: [link from spreadsheet]Key takeaways from this episode include:◆ why the hustle culture is a worrying trend for the accounting and fintech world◆ what happens in accountancy firms and fintech companies when hustle goes too far◆ what a balanced life really looks like for accounting professionals and any working person◆ warning signs like checking emails on holiday that might point to overwork and burnout◆ the concept of glass balls and rubber balls via Brad Smith, former Intuit CEO, to illustrate juggling multiple priorities◆ the illusions of peer pressure and being 'in demand' that too many professionals wear as a badge of honor◆ why working faster, harder and longer DOES NOT help us achieve everything we want in life◆ the dangers of assuming slower days, second chances and more time are always available◆ why this post which promoted the hustle culture was attacked and ridiculed and ended up damaging the author's credibility◆ the importance of separating work life and home life to gain control and overcome the hustle cultureOriginal post: https://www.linkedin.com/posts/joshuatharby_weekends-are-for-the-weak-if-youre-not-activity-6976805628212080640-UDER◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: <a href="https://bit.ly/AI-youtube" rel="noopener noreferrer"...
10/17/202215 minutes, 36 seconds
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The Vital Role Status Plays in Accounting Influence - Best Practice in Accounting

As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "The Vital Role Status Plays in Accounting Influence", we discuss how to speaks to clout or impact. Who knows you in the higher up, significant or powerful circles? Are you recognised? Do you have kudos and cache that opens doors. What access do you have to people who make decisions, command followings and hold budgets?Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/7PJA939feLc◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you...
10/16/20223 minutes, 32 seconds
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How Your Assets Contribute to Accounting Influence

As part of this Success in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "How Your Assets Contribute to Accounting Influence", you'll hear what IP do you own? What brands, movements, companies, ideas or assests have you created? Consider your body of work. your products, services, software. Your methodologies or unique frameworks. your original thinking. Your unique selling points and differentiated offerings. your lists and databases also come into this.Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/QloodsVp1xk◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ 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: <a href="https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ"...
10/15/20224 minutes, 14 seconds
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How Your Assets Contribute to Accounting Influence - Best Practice in Accounting

On As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "How Your Assets Contribute to Accounting Influence", yyou'll hear what IP do you own? What brands, movements, companies, ideas or assests have you created? Consider your body of work. your products, services, software. Your methodologies or unique frameworks. your original thinking. Your unique selling points and differentiated offerings. your lists and databases also come into this.Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/QloodsVp1xk◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! Follow the...
10/14/20224 minutes, 14 seconds
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The Big UK Players in Accounting & Fintech Events - UK Matters in Accounting

On behalf of the Accounting Influencers Podcast Network, welcome to "UK Matters in Accounting" show, going live every Friday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 15, "The Big UK Players in Accounting &amp; Fintech Events" with special guest Martin Bissett founder of the Bissett Group and co-founder of Accounting Influencers. https://www.linkedin.com/in/martinbissettKey takeaways from this episode include: an overview of the accounting and fintech events space in many countries - what's usually on offer the three big showcases or accounting/fintech event brands in the UK why accountants, CPAs, bookkeepers, vendors and professionals should attend accounting and fintech events the importance for accountancy and fintech professionals to stay current and relevant in a fast moving world review of Diversified who run the Accountex brand as an agnostic, whole of market mega event in multiple countries the growth of the technology-focused Digital Accountancy Show and how it fills a particular niche in the event landscape how Sift and Accounting Web Live have shifted their focus from North America to the UK and why it's different from other shows the role of the International Accountancy Forum event via Arena and the International Accounting Bulletin at the higher end of the market◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ 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: <a href="https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ" rel="noopener noreferrer"...
10/13/202214 minutes, 30 seconds
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The Importance of Platform in Accounting Influence

As part of this Success in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "The Importance of Platform in Accounting Influence", we discuss where do you show up? If internet 1.0 is a graveyard of dead blogs and static websites, then internet 2.0 is social media. So where can people find you? Are you accessible and reachable? Do you have a presence where people are looking, listening and learning?Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/RiKXNxOGVas◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ 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: <a...
10/13/20223 minutes, 56 seconds
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Best Steps to Profitably Grade Accounting Clients - Best Practice in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday.Episode 15. In today's session, "Best Steps to Profitably Grade Accounting Clients" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma.https://www.linkedin.com/in/lucycohenYou can also watch this in video format on our youtube channel:https://youtu.be/g2VEwnfQDbIKey takeaways from this episode include:☛ why getting rid of the wrong clients takes strength and a certain ability for many accountants☛ the negative consequences for accountants who will not or cannot jettison their most unprofitable clients☛ the importance of 'intention' for accountants in changing their client base and what stops them from making tough decisions☛ why it's hard for accountants to break up with their clients, even though it's the right thing to do☛ how accountants can define A-grade clients down to D-grade clients and the criteria for each category☛ the need for accountants and CPAs to be continuously reviewing their client base and calibrating relationships☛ the role of data and metrics beyond relationships that helps accountants segment their client portfolio☛ what markers might dictate whether an accounting client is more prone to churn or leave than another☛ what accountants who work for someone else can justify upwards the case for losing certain unprofitable clients☛ best practice tips for accountants to have the 'it's over' conversation with certain clients☛ shout out to ProNation, a new coaching and mastermind group that challenges the limitations of traditional 'one guru' communitiesAction - critically ask if each of your accounting clients merits a place in your portfolio. Is the juice worth the squeeze?In this show, 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. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works.We cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&amp;A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing.It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world.Two caveats for listeners:First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences.Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there...
10/12/202216 minutes, 41 seconds
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The Importance of Platform in Accounting Influence - Best Practice in Accounting

As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "The Importance of Platform in Accounting Influence", we discuss where do you show up? If internet 1.0 is a graveyard of dead blogs and static websites, then internet 2.0 is social media. So where can people find you? Are you accessible and reachable? Do you have a presence where people are looking, listening and learning?Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/RiKXNxOGVas◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you...
10/11/20223 minutes, 56 seconds
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Communication Tips for Accountants: Michael Quigley - Influencers in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.Episode 8. In today's interview, "Motivation in Accountancy with Michael Quigley."You can also see this show on Youtube: https://youtu.be/eXIANwbWZHkMichael Quigley is a former teacher with an extensive experience of teaching, coaching and leadership, coupled with an enduring passion for fitness, wellbeing and growing people. He is a published author and regular blogger as well as the creator of online professional and personal development courses with his company Kataholos. His online learning platform empowers over professionals with e learning courses on stress, health and communication skills.Key takeaways from this episode include:➼ why the combination of people and tech means accounting is an exciting space right now➼ what brings accountants closer to their clients in challenging times➼ the importance of motivation for career and performance in a profession like accountancy➼ what intrinsic motivation gives accounting professionals who want to stay relevant and competitive➼ what will happen to the accountants and CPAs who are unable or unqilling to develop their skills➼ the dangers for accountants of thinking reactively or retroactively➼ the five types of motivation that accountants, CPAs and bookkeepers should be aware of➼ the role of softer skills and not technical credentials that differentiates many accountants➼ how accounting leaders and managers can motivate their people to do things they don't want to do➼ what goes wrong with motivations and why promises like new year resolutions mostly fail➼ the flaws for accountants in trying to motivate themselves by copying others➼ two different attitudes or mindsets for accounting professionals to walk into a room➼ what makes many accounting types 'situational extroverts' vz introverts➼ how competence breeds confidence for professionals like accountants and CPAs➼ the role of motivation for accountants in passing exams, going for promotions and handling big client workloads➼ why accountants like frameworks, scripts, steps and processes to achieve more in life and work➼ the upsides of practicing in private what needs to happen in public for accountants and CPAs➼ the faulty thinking when it comes to comfort zones and what accountants can learn about growing➼ the merits of a healthy culture and a strong learning environment in accounting firms➼ two valuable pieces of advice for accountants who want to 'raise their game'Check out this interview with Stephen Hamlet and Michael Quigley at International Accounting Forum 2022 https://bit.ly/3OTyD82Outside of work, Michael is a keen musician, playing several instruments and playing in a rock band. He is fluent in Spanish and has a spanish speaking podcast, Comida para el viaje. He is a keen traveller, and loves to keep fit, regularly setting himself physical challenges to raise money for various charitable causes each year.https://www.linkedin.com/in/itsmichaelquigley/https://www.facebook.com/kataholosonboarding@_kataholos on twitter<a href="https://kataholos.co.uk/" rel="noopener noreferrer"...
10/11/202224 minutes, 54 seconds
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Why Your Following Is a Key to Accounting Influence

As part of this Success in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "Why Your Following Is a Key to Accounting Influence", you'll hear how your network often determines or amplifies your influence. Who follows you and why? Do you have a community, a tribe or a following? How many connections, fans or friends do you have? influence and reputation come from two things - who you know and who knows you.Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/6_VPa-Naze4◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ 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: <a...
10/11/20224 minutes, 7 seconds
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The Power of Purpose & Vision for Accounting Firms - Insights in Accounting

On behalf of the Accounting Influencers Podcast Network, welcome to "Insights in Accounting" show, going live every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.This show is about filling in the knowledge gaps in your busy lives as accountants and leaders in practice, plus bookkeepers, finance leaders and the software/fintech industry that serves them. It's what you missed and you didn't know you missed, and why it's important.In today's episode 15, "The Power of Purpose &amp; Vision for Accounting Firms" with special guest Will Farnell, founder of innovative UK accountancy firm Farnell Clark and author of The Digital Firm: https://www.linkedin.com/in/willfarnell/You can also watch this on youtube here: https://youtu.be/FTaTuuWo0jgKey takeaways from this episode include:➨ why vision is important for accounting firm leaders and owners, perhaps more than strategy and process➨ what brings many accounting firm challenges and problems back to clarity of vision and purpose➨ the distinction between vision and strategy for accounting practices➨ defining a vision statement for an accounting firm, and what questions need answering for clarity and direction➨ how vision helps accounting firms pivot and show agility in changing, challenging times➨ what value a vision offers to millennials and younger generations who are making buying and career decisions➨ what happens to CPA and accountancy practices who fail to or neglect to set out a clear vision➨ the role of vision and purpose for accountancy firms who desire a strong employer brand and better talent attraction➨ best early or next steps for accounting firm owners and leaders who need to define or redefine their direction and purpose➨ what happens when accountants ask their clients or team what working with or for them actually means in three words➨ what 'schizophrenic accounting firms' look like who cannot agree on common goals, directions and visions➨ the power of firm personalities in accountancy practices to define purpose and visionOriginal source: 3 reasons to refresh your accounting firm’s vision statement https://karbonhq.com/resources/reasons-to-refresh-your-accounting-firms-vision-statement/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ <a href="https://uk-matters-in-accounting.captivate.fm/" rel="noopener...
10/10/202216 minutes, 32 seconds
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Why Your Following Is a Key to Accounting Influence - Best Practice in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original namAs part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "Why Your Following Is a Key to Accounting Influence", we discuss about your network. Do you have a community, a tribe or a following? How many connections, fans or friends do you have? Influence and reputation come from two things - who you know and who knows you.Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/XUp3Jpm5Wakk◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL
10/9/20224 minutes, 7 seconds
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The Power of Writing to Build Accounting Influence

As part of this Success in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "The Power of Writing to Build Accounting Influence", we discuss the root word of authority = author. So where do you show up in the written word? This is your thinking, your thought leadership, your opinions and insights that comes out in blogs, articles, books and a whole array of content.Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/6DqYQhZZa9E◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ 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: <a...
10/8/20224 minutes, 29 seconds
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The Power of Writing to Build Accounting Influence - Best Practice in Accounting

As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "The Power of Writing to Build Accounting Influence", we discuss the root word of authority = author. So where do you show up in the written word? This is your thinking, your thought leadership, your opinions and insights that comes out in blogs, articles, books and a whole array of content.Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/6DqYQhZZa9E◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews,...
10/7/20224 minutes, 29 seconds
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5 Important Things We Learned from Accountex 2022 - UK Matters in Accounting

On behalf of the Accounting Influencers Podcast Network (AIPN), this is the "UK Matters in Accounting" show, going live every Friday. In this episode 14, "5 Important Things We Learned from Accountex 2022" Rob Brown talks with Martin Bissett about the lasting takeaways this event. AIPN were the official broadcast partners of the event which featured the great and the good in the world of accounting and the many software/fintech vendors to the profession. https://www.accountex.co.uk/Takeaways include:✦ why Accountex is one of the world's standout in person events in the accounting and fintech space✦ how the audience for big accounting and fintech events has matured and evolved✦ The importance for software vendors, suppliers and experts serving accountants to keep their message current✦ what the 'Accountex Sound' is like and what collaboration and engagement buzz like live on a big scale✦ how vendors and providers are being more collaborative with each other to partner and serve the accounting profession✦ the dangers for accounting and fintech vendors of being 'territorial' and close-minded when it comes to collaborating✦ the significance of more accountancy practitioners delivering seminars and offering advice to their peers✦ the difference between genuine experts in accounting and those who are professional regurgitators and copiers✦ why many accounting firm leaders sent their teams and staff to Accountex as well as going themselves✦ comments on the changing of the guard as older male accountants are being replaced by more diverse, younger professionalsThey have an international portfolio of events taking place in Madrid, Spain (3-4 Nov 2022), Toronto, Canada (Nov 40-Dec 1 2022) and Sydney, Australia (15-16 Mar 2023) as well as another UK show in Manchester (12 Oct 2022). More details here: https://www.accountex.co.uk/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ 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: <a href="https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ" rel="noopener noreferrer"...
10/6/202215 minutes, 37 seconds
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How Speaking Skills Impact Accounting Influence

As part of this Success in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "How Speaking Skills Impact Accounting Influence", we discuss what stages have you stood on? What audiences have you addressed? Think about broadcasts you've made, podcast appearances, panels you've sat on, interviews you've done, talks you've presented.Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/B2hkV8j-QOg◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ 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: <a href="https://twitter.com/accinfluencers"...
10/5/20224 minutes, 31 seconds
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Personal Net Worth, the Accountant's Secret Weapon - Best Practice in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday.Episode 14. In today's interview, "Personal Net Worth, the Accountant's Secret Weapon."Key takeaways from this episode include: ☑ what a good accountant does when talking to a client and what a great accountant does better ☑ how a personal net worth position helps the clients of accountants and CPAs ☑ why the individual's goals matter as much as the company's goals for the clients of accounting firms ☑ where the 'personal net worth' conversation can lead a good accountant with additional services and recommendations ☑ how the 'compliance mindset' of many accountants closes down higher level conversations with their clients ☑ why the best accountants recognise they need to have the questions more than the answer to serve clients ☑ the 'phrase that pays' for accountants and CPAs to position the personal net worth conversation with clientsAction - focus on the personal as well as the business side of accounting clients to (1) serve them more diligently and (2) create more advisory opportunities. In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&amp;A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing.It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world. Two caveats for listeners:First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences. Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability.Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you.Ultimately, it's just insight though. Knowledge is easy to find but not to easy to make sense of and make part of your offering, your authority, your expertise. You've got to take some action, share it with others, use it somehow for it to become powerful. Weave it into your thinking, your client interactions, your team meetings, your everyday conversations. That's what's going to move you from good to great in your accounting role.◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast...
10/5/20226 minutes, 11 seconds
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Raising Fees Without Losing Clients: Loren Fogelman - Influencers in Accounting

On behalf of the Accounting Influencers Podcast Network, this is the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 14, "Raising Fees Without Losing Clients: Loren Fogelman."You can also watch this on youtube here: https://youtu.be/2jsby0fqNa8Loren Fogelman Loren is an expert in pricing strategy and sales for accounting professionals. She coaches them to shift away from the “dollars-per-hour” pricing trap to a value-based pricing model. She is recognized by HubSpot as one of the world’s top business coaches. She delivers talks and workshops across the United States at major conferences such as Inbound, one of the world’s most esteemed content marketing events for entrepreneurs, as well as many niche accounting conferences.She’s a regular contributor to Intuit’s Firm of the Future series, Accounting Web and the author of two Amazon best seller books: The Winning Point: How to Master the Mindset of Champions and The Success Solution: Break Through Limiting Beliefs for Business Success.Key takeaways from this episode include:★ what stops accountants from charging what they are worth and communicating their value★ why accountants have emerged as unsung heroes from the pandemic because of how they've helped their clients★ where to confidence to promise accountants they can 'double their fees without working extra hours' comes from★ the importance of mindset for accounting professionals who lack the confidence to do something different and raise their fees★ the kind of things that erode the confidence of accountants beyond their technical expertise★ how the rates accountants charge are directly related to their self confidence★ the differences between high and low quality clients for accounting professionals★ why it is important for accountants to use the right words to communicate value and price rises to their clients★ the key difference between value pricing and fixed pricing for accountants in practice★ the three main ways accountants, CPAs and bookkeepers can increase their profitability★ the surprising percentage of clients who will stay with their accountant after a significant increase in fees★ what employed accountants who lack the power to set rates can do to convince firm owners and leaders to raise fees★ what a pricing department or fee specialist might do to increase profit margins for an accounting firm★ the key steps required for accountants to raise the fees of legacy or long-standing existing clients★ what to say and not to say when justifying to accounting clients why fees are being increased★ how accounting packages can separate value from fees and hourly rates★ how accountants can prepare for natural objections and resistance from clients before they arise★ the problems with the word 'value' and how it is seen differently by different people★ what clients really care about when it comes to products and services from their accountants★ the three things clients look for when they are considering staying with and growing with their accounting advisors★ what makes some accounting clients leave a firm and why it is often good for accountants to let them go★ free resource link to help accountants package their services and thus value price their offering: https://www.businesssuccesssolution.com/package/★ how the three tier 'good, better, best' pricing works for accounting professionals who want to significantly increase their rates★ words of encouragement for accountants who want to get started and make changes with their pricing...
10/4/202228 minutes, 59 seconds
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Bonus: Speaking as a Key to Accounting Influence - Best Practice in Accounting

As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "Bonus: Speaking as a Key to Accounting Influence", we discuss what stages have you stood on? What audiences have you addressed? Think about broadcasts you've made, podcast appearances, panels you've sat on, interviews you've done, talks you've presented.Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/B2hkV8j-QOg◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes...
10/4/20224 minutes, 31 seconds
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The Role of Track Record in Accounting Influence

As part of this Success in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "The Role of Track Record in Accounting Influence", you'll hear about how to&nbsp;consider the results you've brought about, the impacts and outcomes of your interventions. And not just one offs, but consistently over time. longevity in the game speaks to consistency and repeated success. Muhammad ali - it aint bragging if you've done it. but so many so called influencers are just hot air and hype. So what endorsements, testimonials, case studies and recommendations do you have?Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/QscmCnM_12g◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ 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: <a...
10/3/20223 minutes, 38 seconds
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Why Accounting Reporting Software Attracts PE Money - Insights in Accounting

On behalf of the Accounting Influencers Podcast Network, welcome to "Insights in Accounting" show, going live every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.This show is about filling in the knowledge gaps in your busy lives as accountants and leaders in practice, plus bookkeepers, finance leaders and the software/fintech industry that serves them. It's what you missed and you didn't know you missed, and why it's important.In today's episode 14, "Why Accounting Reporting Software Attracts PE Money]."Key takeaways from this episode come from an inside meeting of the Accounting Influencers Roundtable and include:☛ what's really going on behind the recent private equity purchases of accounting reporting software companies☛ the mystery of why busy accountants who are locked into compliance might be fueling an interest in advisory tools like reporting☛ how data is driving everything and how the reporting software data adds value to other software products and services☛ the difference between 2D reporting (say management accounts) and 3D reporting with more context and smarter decisions☛ what keeps accountants and CPAs at the heart of business conversations☛ why there will be more purchases and consolidation in the accounting and fintech software space☛ how this trend affects accountants, bookeepers and CPAs everywhere◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ 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: <a href="https://twitter.com/accinfluencers" rel="noopener noreferrer"...
10/3/20228 minutes, 56 seconds
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The Role of Track Record in Accounting Influence - Best Practice in Accounting

As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "The Role of Track Record in Accounting Influence", you'll hear about how to&nbsp;consider the results you've brought about, the impacts and outcomes of your interventions. And not just one offs, but consistently over time. longevity in the game speaks to consistency and repeated success. Muhammad ali - it aint bragging if you've done it. but so many so called influencers are just hot air and hype. So what endorsements, testimonials, case studies and recommendations do you have?Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/QscmCnM_12g◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and...
10/2/20223 minutes, 38 seconds
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How Your Competence Affects Accounting Influence - Best Practice in Accounting

As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "The Vital Role of Character in Accounting Influence", you'll hear that character speaks to how likeable and trustworthy you are. Do you keep your promises and commitments? Are you easy to work with? Are you agreeable and reliable, or confrontational and a diva? What are you like with relationships, partnerships, alliances and negotiations? Are you real and authentic, and even a bit vulnerable? Or do you have different faces/personalities for different people? Are you value driven and principled?Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/KahzRYZbzt0◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and...
9/30/20223 minutes, 25 seconds
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How Your Competence Affects Accounting Influence

As part of this Success in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "How Your Competence Affects Accounting Influence", we talk about expertise and knowledge. What are you good at? What do you know lots about? What do you find easy that others find difficult? Can you make the complex simple? Consider your skills and competences. What do you bring to the table? What are your qualifications, accreditations and credentials?Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/KahzRYZbzt0◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ 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: <a
9/30/20223 minutes, 25 seconds
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The Vital Role of Character in Accounting Influence

As part of this Success in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "The Vital Role of Character in Accounting Influence", you'll hear that character speaks to how likeable and trustworthy you are. Do you keep your promises and commitments? Are you easy to work with? Are you agreeable and reliable, or confrontational and a diva? What are you like with relationships, partnerships, alliances and negotiations? Are you real and authentic, and even a bit vulnerable? Or do you have different faces/personalities for different people? Are you value driven and principled?Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/iBPRA_zRbyQ◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ 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...
9/29/20225 minutes, 36 seconds
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Best Practice for the Accounting Annual Review - Best Practice in Accounting

On behalf of the Accounting Influencers Podcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, 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. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works.Episode 13. In today's interview, "Best Practice for the Accounting Annual Review."Key takeaways from this episode include: why many accounting firms don't really offer all the things their website says they do the difference between annual reviews and year end tax meetings for accountants what questions a conscientious accountant should be asking a client as part of an annual review the marketing and business development benefits for accountants of doing annual reviews what's wrong with the excuse from accountants "I don't have time to do annual reviews for clients" what is lacking from some accountants in so-called annual client reviews what some accountants miss in serving clients by not doing the simple and basic things very well two questions an accountant or CPA can ask their clients to turn a good annual review a great one good responses to annual review questions that can create more opportunities for accountants to serve their clientsAction - Do annual reviews for your clients. If you already do them, do them better by incorporating some of the approaches and questions in this episode.In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&amp;A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing.It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world.Two caveats for listeners:First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences.Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability.Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent...
9/28/20227 minutes, 46 seconds
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New Business Models in Accounting with Ed Kless - Influencers in Accounting

Episode 13. In today's interview, "New Business Models in Accounting with Ed Kless."Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy. He develops and delivers curriculum for Sage business partners on the art and practice of small business consulting including the Sage Consulting Academy, Business Strategy and Customer Experience Workshops.He hosts the Sage Advice Podcast and co-hosts the VoiceAmerica TalkShow Network’s The Soul of Enterprise with Ron Baker, founder of the VeraSage Institute where Ed is also a senior fellow.&nbsp;Now, as well as being a popular speaker at accounting conferences Mark is also a frequent blogger and contributor to various accounting journals, websites and Linkedin. His practice-focused articles for AccountingWeb, have been viewed over one million times.Key takeaways from this episode include:》the evolution of the business model in professional firms》freedom and accountability at work are the same thing – to have accountability at work, you’ve got to give people their freedom》some software companies have made the transition to cloud successfully, such as Adobe, and Sage are following in their footsteps》accounting firms have to contend not just with a technology shift but a change in their optimum business models》a frightening thought – the pace of change right now is the slowest it will ever be》what is the single biggest disruptive threat to businesses according to Andy Grove of Intel》how Apple changed the business model for the way people acquired music and what accounting firms can learn from this》why Darwin is misquoted on survival of the fittest biggest, and who really survives in the accounting and fintech world》what should be a key strategy for progressive accounting firms to enable them to future proof and see what’s coming up on the horizon》the ultimate starting strategy question for accounting leaders (hint - it involves value creation)》why putting too much emphasis on different generations in the workplace is like ‘astrology for business’》how profits come from taking risk and what you should do with your money if you don’t want to take a risk》the 3 types of risk that businesses can take (courtesy of Peter Drucker) and why they are hard to identify》the single biggest reason why many accounting firms are not ready to move to the cloud》why the business model of ‘we sell time’ is dying in accounting firms》why so many accountants are not going into accounting firms but going into industry》the difference between value, price and cost in any transaction》having the benefit conversation and the value conversation to draw out value from clients》why the next 5-10 years will see the virtual elimination of compliance work for accountants》why accountants are positioned well for advisory, but bookkeepers are positioned even better'Adaptability should be a key strategy for progressive #accounting firms - seeing what's coming up on the horizon' says @edkless on the Accounting Influencers Podcast #accountancy #accountex #advisory #accountinginsightEd is a contributor to industry publications, including the Journal of Accountancy, Harvard Business Review and HR.com, and has spoken at many conferences worldwide on project management, pricing, and knowledge workers. He is also active in the Information Technology Alliance (ITA) and was named to Accounting Today’s&nbsp;list of the 100 Most Influential People in Accounting for 2019. He lives north of Dallas with his wife and two children and ran for Texas State Senate in 2010 and 2012 as a Libertarian. Ed’s blog is at www.edkless.com&nbsp;and you can contact Ed directly here:<a href="https://www.linkedin.com/in/edkless"...
9/27/202232 minutes, 15 seconds
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Measuring Your Professional Influence in Accounting

As part of this Success in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "Measuring Your Professional Influence in Accounting", you'll hear valuable context on the importance of influencer in gaining the attention of peers and prospects. People follow leaders and influencers, even if they are introverts. Influence is a powerful currency. It gets impossible things done and tough things done faster. It opens doors and closes sales. It creates advocacy and reputation. In the accounting and fintech world, strategic partnerships and high level referrals come from your ability to trade your influence for dollars, deals and celebrity status. Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/6_VPa-Naze4◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: <a href="https://www.linkedin.com/company/accountinginfluencers"...
9/27/20225 minutes, 32 seconds
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The Vital Role of Character in Accounting Influence - Best Practice in Accounting

As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "The Vital Role of Character in Accounting Influence", you'll hear that character speaks to how likeable and trustworthy you are. Do you keep your promises and commitments? Are you easy to work with? Are you agreeable and reliable, or confrontational and a diva? What are you like with relationships, partnerships, alliances and negotiations? Are you real and authentic, and even a bit vulnerable? Or do you have different faces/personalities for different people? Are you value driven and principled?Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/iBPRA_zRbyQ◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and...
9/27/20225 minutes, 36 seconds
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What the Top 9% of CPA & Accounting Firms Look Like - Insights in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Insights in Accounting" show, going live every Tuesday. This show is about filling in the knowledge gaps in your busy lives as accountants and leaders in practice, plus bookkeepers, finance leaders and the software/fintech industry that serves them. It's what you missed and you didn't know you missed, and why it's important.Episode 13. In today's show, "What the Top 9% of CPA &amp; Accounting Firms Look Like."It turns out that of the many hundreds of thousands of accounting firms and CPA practices globally, only a small percentage of them are inclined to or able to change. That means agility, adaptation to tech, pivoting to market or client demands, embracing progress and attracting top talent is difficult for the rest. This episode explores why.◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘Mentioned in this episode:Dead Show / Youtube
9/26/20228 minutes, 31 seconds
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Measuring Your Professional Influence in Accounting - Best Practice in Accounting

As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "Measuring Your Professional Influence in Accounting", you'll hear valuable context on the importance of influencer in gaining the attention of peers and prospects. People follow leaders and influencers, even if they are introverts. Influence is a powerful currency. It gets impossible things done and tough things done faster. It opens doors and closes sales. It creates advocacy and reputation. In the accounting and fintech world, strategic partnerships and high level referrals come from your ability to trade your influence for dollars, deals and celebrity status. Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/6_VPa-Naze4◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel....
9/25/20225 minutes, 32 seconds
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Live from Europe’s Biggest Event ‘Accountex’ Pt 12 - UK Matters in Accounting

On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "UK Matters in Accounting" show, going live every Friday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'.In this episode 12 of the brand new UK Matters in Accounting podcast, Rob Brown continues with a series of live interviews from Accountex 2022 in London recently. AIBN were the official broadcast partners of the event which featured the great and the good in the world of accounting and the many software/fintech vendors to the profession. https://www.accountex.co.uk/Guests interviewed by Rob Brown on this show are:Gavin Fell, VP Commercial at Fluidly https://www.linkedin.com/in/gavin-fell-1403562/Louise Wilson, Head of Finance Sector at Moneypenny https://www.linkedin.com/in/louiseatmoneypenny/Tom Dunkerley, Chief Executive Officer at Sift https://www.linkedin.com/in/tom-dunkerley-4623642/Farooq Raja, Investor at AIRPA https://www.linkedin.com/in/farooq-raja-5021b6/Enjoy the live buzz of the event! You can also check out these live interviews on youtube here:Gavin https://youtu.be/dmVV1gufbOsLouise https://youtu.be/Pa5U0SNQrUIFarooq https://youtu.be/otHq70Md4DkTom https://youtu.be/B7VDnzbk10gIf you'd like to book for 2023, the dates are 10-11 May at the ExCel in London.They have an international portfolio of events taking place in Madrid, Spain (3-4 Nov 2022), Toronto, Canada (Nov 40-Dec 1 2022) and Sydney, Australia (15-16 Mar 2023) as well as another UK show in Manchester (12 Oct 2022). More details here: https://www.accountex.co.uk/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: <a href="https://accountinginfluencers.com/podcast" rel="noopener...
9/22/202225 minutes, 6 seconds
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Why Likeability Helps Accountants to Help Clients - Best Practice in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. In this show, 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. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works.Episode 12. In today's interview, "Why Likeability Helps Accountants to Help Clients"Discover the importance of likeability in building trust and credibility in your accounting role. The margins for accountants to differentiate from their competition are very small. Whether people actually like you can become a significant factor in whether they hire you, promote you and recommend you. You'll hear 3 specific suggestions that increase likeability to enhance your performance.Action - Listen to the three suggestions made in this episode and pick just one in your accounting or fintech role to intentionally focus on to be a bit more likeable.In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&amp;A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing.It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world.Two caveats for listeners:First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences.Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability.Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you.Ultimately, it's just insight though. Knowledge is easy to find but not to easy to make sense of and make part of your offering, your authority, your expertise. You've got to take some action, share it with others, use it somehow for it to become powerful. Weave it into your thinking, your client interactions, your team meetings, your everyday conversations. That's what's going to move you from good to great in your accounting role.◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in...
9/21/202211 minutes, 17 seconds
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Improving Accounting Recruitment: Khyati Sundaram - Influencers in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.Episode 12. In today's interview, "Improving Accounting Recruitment: Khyati Sundaram"Khyati Sundaram is the CEO of Applied: a behavioural science-backed tool for fair and de-biased hiring. Applied helps companies remove bias from hiring processes by removing gendered words from job adverts, anonymising applications, holding structured interviews and hiring based on skills (rather than proxies on CVs).In this episode, we answer the following questions:What is the best way of measuring accounting talent?Do traditional hiring processes in accounting do a good job of hiring?What kinds of candidates might accounting firms overlook as a result of a poor hiring process?What wider issues might poor hiring and recruitment contribute to in accounting?What changes can accountancy firms make to redress these issues and hire better quality candidates?How do skills tests work for accounting roles?How do candidates in the accounting talent pool feel about this approach?What difference does a skills based approach in accounting make to successful hires on the job?What does talent look like in the new world of work in accountancy firms?You can also watch the youtube video of this interview here: https://youtu.be/RTDuTy1rH9QIn her former life, Khyati’s pursuits range from co-founding and leading an AI company looking at sustainable supply chains, to investment banking with JP Morgan and RBS. She has a breadth of experience in data science, product development, and fundraising. She also holds an MSc in Economics from the London School of Economics and an MBA from the London School of Business / Wharton School.In her spare time, Khyati likes playing badminton and is an avid weightlifter.Contact her here:https://www.linkedin.com/in/khyatisundaram/https://www.beapplied.com/https://twitter.com/beapplied◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: <a href="https://accountinginfluencers.com/podcast" rel="noopener noreferrer"...
9/20/202229 minutes
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Post Pandemic Work-Life Balance for Accountants - Insights in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Insights in Accounting" show, going live every Tuesday. This show is about filling in the knowledge gaps in your busy lives as accountants and leaders in practice, plus bookkeepers, finance leaders and the software/fintech industry that serves them. It's what you missed and you didn't know you missed, and why it's important.Episode 12. In today's episode, "Post Pandemic Work-Life Balance for Accountants."Rob Brown analyses a piece by Karbon's SEO Stuart McLeod (link below) on the new world of work, the case for hybrid working and the 'work from the palm of your hand' workplace in the cloud. The implications are significant for accounting firms who are unwilling or unable to pivot into more agile ways of working. The piece speaks to a digital, nomad lifestyle with more perspective on work life balance, far from the stress and pressures of workSource: https://karbonhq.com/resources/post-pandemic-work-reality/Special mention another episode: "What Stops Accountants Embracing Cloud: Kellie Parks"https://bit.ly/3w02HHN◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘Mentioned in this episode:Dead Show / Youtube
9/19/202211 minutes, 19 seconds
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Live from Europe’s Biggest Event ‘Accountex’ Pt 11 - UK Matters in Accounting

On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "UK Matters in Accounting" show, going live every Friday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'.In this episode 11 of the brand new UK Matters in Accounting podcast, Rob Brown continues with a series of live interviews from Accountex 2022 in London recently. AIBN were the official broadcast partners of the event which featured the great and the good in the world of accounting and the many software/fintech vendors to the profession. https://www.accountex.co.uk/Guests interviewed by Rob Brown on this show are:Dan Richards, Commercial Director at MyFirmsApp https://www.linkedin.com/in/danielrichards1/Nic Byrne, Market Development Director at LexisNexis and Tolleys https://www.linkedin.com/in/nicholas-byrne-20837012/Joelmy Jacquemart, International Business Developer at GEST ON LINE https://www.linkedin.com/in/joelmy-jacquemart-78239994/Leigh Stallard, Head Of Accounting Partnerships at Satago https://www.linkedin.com/in/leighstallard/Enjoy the live buzz of the event! You can also check out these live interviews on youtube here:Dan https://youtu.be/R47CnSDq7y4Nick https://youtu.be/TNUAqeiaMF0Joelmy https://youtu.be/Y8eKNr4g4L0Leigh https://youtu.be/DF7CGr0jG-QIf you'd like to book for 2023, the dates are 10-11 May at the ExCel in London.They have an international portfolio of events taking place in Madrid, Spain (3-4 Nov 2022), Toronto, Canada (Nov 40-Dec 1 2022) and Sydney, Australia (15-16 Mar 2023) as well as another UK show in Manchester (12 Oct 2022). More details here: https://www.accountex.co.uk/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: <a href="https://accountinginfluencers.com/podcast" rel="noopener noreferrer"...
9/15/202227 minutes, 29 seconds
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Harnessing Client Advisory Boards in Accounting - Best Practice in Accounting

***APOLOGIES***For introducing this show as our 'Success in Accounting' podcast on the audio. On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, 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. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works.Episode 11. In today's interview, "Harnessing Client Advisory Boards in Accounting."Key takeaways from this episode include:Episode 11. In this episode, Rob Brown and Martin Bissett reveal how one progressive accounting firm has introduced client advisory boards to differentiate themselves and get closer to their clients. Key takeaways from this episode include:⫸ what success in accounting might look like and how it might be measured⫸ how the most successful people are generally not bragging about it on social media⫸ case study of a cutting edge accounting firm in Scotland who decided to adopt a traditional client experience idea and give it a twist⫸ what a client advisory board actually means for an accounting practice⫸ how accountants can choose about who to invite to their client advisory boards⫸ the rules for running a premier client advisory board meeting in accounting firms⫸ choosing the optimum agenda for client advisory board meetings and what clients really need to spend time on⫸ how client advisory boards can lead to additional service lines and advisory opportunities for accountants⫸ the two bonus outcomes for accountants who introduce client advisory boards⫸ a three step plan for accountancy firms to get started with their first client advisory boardKey action - explore how your firm might start a client advisory board to give your clients something better/different and bring them closer to what you're doing.◣━━━━━━━━━━━━━━━━━━━━◢In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&amp;A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing.It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world. Two caveats for listeners:First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences. Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product...
9/14/202212 minutes, 37 seconds
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Why Accountants Are Indispensable: Barbara Weltman - Influencers in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'. Episode 11. In today's interview, "Why Accountants Are Indispensable: Barbara Weltman."Barbara Weltman is the founder of Big Ideas for Small Business, which publishes Idea of the Day® and the e-newsletter Big Ideas for Small Business®. Based in Vero Beach, Florida, she is an attorney, a trusted professional advocate for small businesses and entrepreneurs, and a prolific author of many important books for small business owners. She is also a guest blogger for several sites and creates continuing education programs for accountants and attorneys. She has been named one of the 100 Small Business Influencers in the US and serves on the advisory board for the Small Business &amp; Entrepreneurship Council in the U.S. Key takeaways from this episode include: ➳ what makes accountants essential to small business owners beyond the legal requirements of tax and bookkeeping ➳ why today's small business owners struggle to handle their world without clear, unbiased advice from accountants ➳ the impact of globalisation and handling international transactions for business owners that requires specialist accounting knowledge ➳ some of the ways accounting professionals should be supporting small businesses beyond the tax and compliance work ➳ thoughts on logistics, inventory and supply chain issues that accountants must speak into for small business owners ➳ the different ways small businesses are defined according to the many stakeholders who support them ➳ the intricacies of business loans and why accounting advisors are best placed to help their clients make good funding decisions ➳ the benefits of tapping into a valuable network when business owners work with a well connected accounting advisor ➳ what business owners should be looking for in a suitable accounting professional and trusted advisor ➳ two reasons why a professional accounting advisor is worth investment from business owners ➳ warning signs for business owners who are not getting good value from their accounting advisors and so might need to move on ➳ when DIY accounting is okay for some business owners, but ultimately an accounting professional ➳ resources for business owners and their accounting advisors to work better together ➳ top tips for accountants, bookkeepers and CPAs to become more indispensable to their business clientsYou can also check out this interview in video format on Youtube here:https://youtu.be/RsXagJ19VkcEach morning year round, Barbara walks 5 miles along the historic Jungle Trail on the Indian River Lagoon ("An early morning walk is a &nbsp;blessing for the whole day." Henry David Thoreau)&nbsp;and heads up a book club in my neighborhood.Find her on www.BigIdeasForSmallBusiness.com and @BigIdeas4SB plus:https://twitter.com/BigIdeas4SB https://www.facebook.com/BigIdeasForSmallBusinesshttps://www.linkedin.com/in/bweltman/ <a href="https://www.instagram.com/bigideasforsmallbusiness777/ " rel="noopener noreferrer"...
9/13/202222 minutes, 39 seconds
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Why So Many Accountants Are Quitting Right Now - Insights in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Insights in Accounting" show, going live every Tuesday. This show is about filling in the knowledge gaps in your busy lives as accountants and leaders in practice, plus bookkeepers, finance leaders and the software/fintech industry that serves them. It's what you missed and you didn't know you missed, and why it's important.Episode 11. In today's episode, "Why So Many Accountants Are Quitting Right Now."Rob Brown speaks into a piece by general news outlet The Fast Company on the state of play in accounting recruitment and talent. The burnout and Great Resignation is not just about the workloads in busy season but perhaps a wider malaise in the accounting profession. The situation with the accountancy profession is been seen in the wider business community, and the high turnover may be due to the competitively poor starting salaries.Original source: https://www.fastcompany.com/90721170/this-is-why-so-many-accountants-are-burned-out-and-quitting-right-now◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage:➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ 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━━━━━━━━━▲━━━━━━━━━Mentioned in this episode:Dead Show / Youtube
9/12/202212 minutes, 41 seconds
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Live from Europe’s Biggest Event ‘Accountex’ Pt 10 - UK Matters in Accounting

On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "UK Matters in Accounting" show, going live every Friday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'.In this episode 10 of the brand new UK Matters in Accounting podcast, Rob Brown continues with a series of live interviews from Accountex 2022 in London recently. AIBN were the official broadcast partners of the event which featured the great and the good in the world of accounting and the many software/fintech vendors to the profession. https://www.accountex.co.uk/Guests interviewed by Rob Brown on this show are:Alun Morgan, Director/Owner at Kudos International Network https://www.linkedin.com/in/alunmorgankudos/Amy Cotton, Head of Partner Channel Fintech at Capitalise https://www.linkedin.com/in/amyecotton/Des O'Neill, Creator and Chief Delivery Officer at ProfitPro https://www.linkedin.com/in/desoneill/Dan McNamara, Managing Director, PracticeWeb at Sift https://www.linkedin.com/in/danbmcnamara/Enjoy the live buzz of the event! You can also check out these live interviews on youtube here:Amy https://youtu.be/T2rLIE0VhecAlun https://youtu.be/HaT1g4XjQFoDes https://youtu.be/T2gOEsdAkjYDan https://youtu.be/IKhHKbf1uL4If you'd like to book for 2023, the dates are 10-11 May at the ExCel in London.They have an international portfolio of events taking place in Madrid, Spain (3-4 Nov 2022), Toronto, Canada (Nov 40-Dec 1 2022) and Sydney, Australia (15-16 Mar 2023) as well as another UK show in Manchester (12 Oct 2022). More details here: https://www.accountex.co.uk/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: <a href="https://accountinginfluencers.com/podcast" rel="noopener noreferrer"
9/8/202233 minutes, 4 seconds
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Accountants – a Simple Question to Double Your Fees - Best Practice in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. In this show, 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. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works.Episode 10. In today's interview, "Accountants - a Simple Question to Double Your Fees]."Martin Bissett talks through an excellent case study of an accounting firm partner disagreement on raising fees and the fears/obstacles that get in the way of fee conversations. Learn why it's better to scale down the work you do and earn the same fees.Action - Learn and use the killer phrase that Martin gives you in this recording to have easy 'added value' conversations with your accounting clients.Check out this related show: "A Great Way to Solve Accounting Partner Politics"https://best-practice-in-accounting.captivate.fm/episode/a-great-way-to-solve-accounting-partner-politicsIn this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&amp;A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing.It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world.Two caveats for listeners:First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences.Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability.Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you.Ultimately, it's just insight though. Knowledge is easy to find but not to easy to make sense of and make part of your offering, your authority, your expertise. You've got to take some action, share it with others, use it somehow for it to become powerful. Weave it into your thinking, your client interactions, your team meetings, your everyday conversations....
9/7/20227 minutes, 51 seconds
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Social Media Marketing in Accounting: Tyler Clark - Influencers in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.Episode 10. In today's interview, "Social Media Marketing in Accounting: Tyler Clark."Tyler S. Clark is the Co-Founder of Dream Firms, leader of the Proactive Accountants Community on Facebook, and the host of Dream Firms Spotlight on youtube. After having successfully built an accounting firm from scratch, adding six figures of new growth each year with cutting edge digital marketing and ethical sales techniques before a successful exit, he is now recognized as the go-to expert for top tier strategic guidance and actionable advice for accounting professionals who are dedicated to building their dream firms.Key takeaways from this episode include:➜ how the covid pandemic has affected accounting practices in both good and bad ways➜ the two sided coin that is 'disruption' and how the best accounting firms use it to their advantage➜ the two critical aspects of a 'dream client' for anyone' and especially accountants➜ why social media should be viewed as internet 2.0 by accountants and marketing professionals➜ cutting through the marketing noise for accountants with genuinely useful content for business clients➜ advice for accountants who have fears or roadblocks about participating in social media marketing➜ how marketing has changed and traditional marketing methods are no longer as effective for accountants➜ the swing back and forth with digital and analogue (in person or old fashioned) marketing for accounting firms➜ the problem for accountants and CPAs in getting too focused on the metrics of social media marketing➜ first steps for bookkeepers, accountants and CPAs to make social media marketing work➜ the role of outsourced marketing for accountants and how they can decide whether to bring in outside marketing support➜ deciding whether to be on multiple platforms at the same time or choose one for accounting firm social media marketing➜ what good content looks like for social media marketing in accountancy practices, and what NOT to do➜ what accounting firm leaders and marketers should look for in their employees to boost their social media results➜ Tyler's 3 top tips for effective social media marketing in accountingListeners can also check out this interview in video format:&nbsp;https://youtu.be/Kez1yUkDussWhen not working, you can find Tyler and his wife Marine nestled in heart of the French Alps alongside their Chowchow, Tea.You can listen to or watch Tyler's previous interview on the show here:"Stand Out Marketing for Accountants: Tyler Clark"https://bit.ly/3vE0eT8https://youtu.be/WdWrb_Nra5EConnect with Tyler here:https://www.linkedin.com/in/tyler-s-clark/https://dreamfirms.com/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope,...
9/6/202229 minutes, 22 seconds
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How Accountants Can Avoid ‘Shiny Tech Syndrome’ - Insights in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Insights in Accounting" show, going live every Tuesday. This show is about filling in the knowledge gaps in your busy lives as accountants and leaders in practice, plus bookkeepers, finance leaders and the software/fintech industry that serves them. It's what you missed and you didn't know you missed, and why it's important.Episode 10. In today's interview, "How Accountants Can Avoid 'Shiny Tech Syndrome'."Key takeaways from this episode include:❃ shout out to author of this piece Daniel Hood, editor-in-chief of accountingTODAY❃ what makes it so hard for accounting practitioners and CPA firm leaders to keep up with the rapid tech advances❃ what a technology driven culture sounds like in an accounting practice❃ questions an accounting firm leader must ask before investing in particular technology platforms and software❃ the dangers of silver bullet or magic solution thinking that lures accountants into making poor tech decisions❃ the three reasons accountancy practices struggle with making good decisions on technology investment❃ what a 'business case value assessment looks like for accounting firms looking to invest in tech❃ the wisdom for accounting firm leaders to consult their staff who will actually use the technology before making big investments❃ the due diligence required by accounting practice decision makers to overcome the slick sales messages of software vendorsSource: https://www.accountingtoday.com/news/the-best-accounting-firms-for-tech-avoid-shiny-object-syndrome◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘Mentioned in this episode:Dead Show / Youtube
9/5/20229 minutes, 46 seconds
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Live from Europe’s Biggest Event ‘Accountex’ Pt 9 - UK Matters in Accounting

On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "UK Matters in Accounting" show, going live every Friday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'.In this episode 9 of the brand new UK Matters in Accounting podcast, Rob Brown continues with a series of live interviews from Accountex 2022 in London recently. AIBN were the official broadcast partners of the event which featured the great and the good in the world of accounting and the many software/fintech vendors to the profession. https://www.accountex.co.uk/Guests interviewed by Rob Brown on this show are:Kevin Sharma, Director of Sales &amp; Marketing at Doc.It Inc https://www.linkedin.com/in/kevinnsharma/Jo Edwards, Marketing and Website Advice for Professional Firms at JE Consulting https://www.linkedin.com/in/jo-edwards-73780b10/Tim Compton, Social Advocacy Manager at Sage https://www.linkedin.com/in/timothyjcompton/Will Farnell, Founder &amp; Director at Farnell Clarke Limited https://www.linkedin.com/in/willfarnell/Enjoy the live buzz of the event! You can also check out these live interviews on youtube here:Kevin https://youtu.be/8zC02UvY26wJo https://youtu.be/TNPwEsowg8ETimothy https://youtu.be/6mDB2kh6aqMWill https://youtu.be/szCxmIQlyvAIf you'd like to book for 2023, the dates are 10-11 May at the ExCel in London.They have an international portfolio of events taking place in Madrid, Spain (3-4 Nov 2022), Toronto, Canada (Nov 40-Dec 1 2022) and Sydney, Australia (15-16 Mar 2023) as well as another UK show in Manchester (12 Oct 2022). More details here: https://www.accountex.co.uk/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: <a...
9/1/202228 minutes, 41 seconds
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Accountants – the Power of Interviewing Your Clients - Best Practice in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. In this show, 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. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works.Episode 9. In today's interview, "Accountants - the Power of Interviewing Your Clients."Martin Bissett shares examples of how accountants can ask more and better questions to gently but effectively interview your clients to collect success stories about the impact they make. Hear a specific example of the onboarding process for new clients and why it's such a rich area to glean great stories from.Action - Pledge to find out more from your clients about what's really working for them, what's really making a difference and how you can help them more.-----------------------In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&amp;A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing.It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world.Two caveats for listeners:First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences.Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability.Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you.Ultimately, it's just insight though. Knowledge is easy to find but not to easy to make sense of and make part of your offering, your authority, your expertise. You've got to take some action, share it with others, use it somehow for it to become powerful. Weave it into your thinking, your client interactions, your team meetings, your everyday conversations. That's what's going to move you from good to great in your accounting role.FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes...
8/31/20229 minutes, 21 seconds
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Marketing in Accounting vz Legal with Casey Blake - Influencers in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.Episode 9. In today's interview, "Marketing in Accounting vz Legal with Casey Blake."Casey is a creative strategic thinker who connects the dots and brings brands to life. With a background in accounting marketing and experience in both the for-profit and nonprofit sectors, she brings an ideal skill set for Kolibri Law Support Solutions. Prior to joining Kolibri Law Support Solutions, Casey was Director of Marketing at a Boston-based CPA firm. Before that she was a Marketing and Sales Client Strategist at a global accounting firm. Earlier in her career, she was a Marketing and Event Coordinator at a nonprofit that promotes awareness and advocacy for children's health and well-being.Key takeaways from this episode include:☞ what fractional law firm management looks like and what accounting firms might learn from the role☞ the trend for professional firms to run a C-Suite rather than a managing partner and senior partner equity model☞ the overload and multiple responsibilities facing many professional firm managing partners☞ asking what is more competitive - the legal market or the accounting market☞ the difference in approaches to winning clients and doing their jobs for accountants and lawyers☞ how the retained fees and monthly recurring revenues of accountants affects the way they market☞ the importance for some professional firms of attracting local and regional clients with SEO and geo-location marketing☞ how globalisation is changing how professional firms can now go after clients from anywhere in the world☞ how budgets vary significantly between professional firms depending on the priorities☞ whether managing partners and leaders of accounting firms actually value the marketing function☞ the movement in professional firms to bring marketing people to the top table of leadership in a CMO type role☞ the importance for professionals in accounting firms to understand the need for marketing and business development activity☞ the similarities around data, analysis, research and strategy when it comes to marketing in law and accounting firms☞ shout out to AAM (Association for Accounting Marketing), LMA (Legal Marketing Association) and others to support marketing in professional firms☞ what's coming up for the marketing role in accounting and CPA firms in coming years, particularly in the areas of people and talent☞ how short videos will play a bit part for accounting practice marketing in a world of short attention spans☞ best advice for accounting professionals who want more of a voice for their ideas when it comes to marketing themselves and their firmOutside work, Casey enjoys a blend of at-home celebrations and travels (usually with a good book) with her husband and children. You can usually find her on a run around her neighborhood taking in the beautiful sights of the Mystic River.https://www.linkedin.com/in/casey-blake-mosca-82a99324/ https://www.linkedin.com/company/kolibri-law-support-solutions/ https://www.kolibrilaw.comYou can also check out this interviews on youtube: <a href="https://youtu.be/r3BM0HgqPQ8" rel="noopener noreferrer"...
8/30/202225 minutes, 58 seconds
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How Technology Is Disrupting Tax for Accountants - Insights in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Insights in Accounting" show, going live every Tuesday. This show is about filling in the knowledge gaps in your busy lives as accountants and leaders in practice, plus bookkeepers, finance leaders and the software/fintech industry that serves them. It's what you missed and you didn't know you missed, and why it's important.Episode 9. In today's interview, "How Fintech Disrupts Tax for Accounting Advisors."Key takeaways from this episode include:» 3 reasons why software has not provided tax accountants and CPAs with what they need to serve their clients» what the digitization of tax software should be doing for accountants and their clients, but often fails in» what makes accounting areas like tax and audit ripe for disruption right now more than ever» why technology is only part of the equation CPAs and tax accountants acting as trusted advisors to their clients» how tax technology should be automating the compliance process so accountants can focus on advisory services» why freeing time up for accountants and CPAs does not automatically mean they spend more of that time on clients and advisory work» how fintech has the opportunity to revolutionise the tax space for accountants and make the whole process both more efficient and human» whether the accounting profession is actually 'undisruptible' and whether CPA firms who fail to innovate become less relevantand much more...Source: https://www.accountingtoday.com/opinion/how-fintech-is-disrupting-tax◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage:➺ Main show website. For access to every single show with full shownotes:https://accountinginfluencers.com/podcast➺ 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:<a href="https://twitter.com/accinfluencers" rel="noopener noreferrer"...
8/29/202211 minutes, 26 seconds
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Live from Europe’s Biggest Event ‘Accountex’ Pt 8 - UK Matters in Accounting

On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "UK Matters in Accounting" show, going live every Friday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'.In this episode 8 of the brand new UK Matters in Accounting podcast, Rob Brown continues with a series of live interviews from Accountex 2022 in London recently. AIBN were the official broadcast partners of the event which featured the great and the good in the world of accounting and the many software/fintech vendors to the profession. https://www.accountex.co.uk/Guests interviewed by Rob Brown on this show are:Steve Cox, Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Claire Haynes, Co-Founder of Freshpay https://www.linkedin.com/in/clarehaynes-cjbookkeeping/Mark Edmondson, President &amp; CEO at Inflo https://www.linkedin.com/in/mark-edmondson-inflo/Enjoy the live buzz of the event! You can also check out these live interviews on youtube here:Steve https://youtu.be/iq8Jgju79R4Clare https://youtu.be/b5uC-ymgg1AMark https://youtu.be/qF7tDlYq_VsIf you'd like to book for 2023, the dates are 10-11 May at the ExCel in London.They have an international portfolio of events taking place in Madrid, Spain (3-4 Nov 2022), Toronto, Canada (Nov 40-Dec 1 2022) and Sydney, Australia (15-16 Mar 2023) as well as another UK show in Manchester (12 Oct 2022). More details here: https://www.accountex.co.uk/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: <a href="https://www.linkedin.com/company/accountinginfluencers" rel="noopener noreferrer"...
8/25/202230 minutes, 5 seconds
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When Brand Identity Fails in Accounting Practices - Best Practice in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, 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. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works.Episode . In today's interview, "When Brand Identity Fails in Accounting Practices."Today's story concerns an accounting practice looking to set themselves apart with a more advisory focus than compliance. The brand identity and avatar was all set up - all best practice with brand and marketing. But there was one critical piece of the puzzle not considered. Listen and find out, and learn the necessary lessons to ensure your firm takes the courageous decisions with things like brand.Action - keep your nerve when you have a good idea - sometimes the audience is not as courageous as you are in your accounting firm.&lt;-----------------&gt;In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&amp;A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing.It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world.Two caveats for listeners:First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences.Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability.Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you.Ultimately, it's just insight though. Knowledge is easy to find but not to easy to make sense of and make part of your offering, your authority, your expertise. You've got to take some action, share it with others, use it somehow for it to become powerful. Weave it into your thinking, your client interactions, your team meetings, your everyday conversations. That's what's going to move you from...
8/24/202213 minutes, 30 seconds
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Motivation in Accountancy with Michael Quigley - Influencers in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.Episode 8. In today's interview, "Motivation in Accountancy with Michael Quigley."Michael Quigley is a former teacher with an extensive experience of teaching, coaching and leadership, coupled with an enduring passion for fitness, wellbeing and growing people. He is a published author and regular blogger as well as the creator of online professional and personal development courses with his company Kataholos. His online learning platform empowers over professionals with e learning courses on stress, health and communication skills.Key takeaways from this episode include:➼ why the combination of people and tech means accounting is an exciting space right now➼ what brings accountants closer to their clients in challenging times➼ the importance of motivation for career and performance in a profession like accountancy➼ what intrinsic motivation gives accounting professionals who want to stay relevant and competitive➼ what will happen to the accountants and CPAs who are unable or unqilling to develop their skills➼ the dangers for accountants of thinking reactively or retroactively➼ the five types of motivation that accountants, CPAs and bookkeepers should be aware of➼ the role of softer skills and not technical credentials that differentiates many accountants➼ how accounting leaders and managers can motivate their people to do things they don't want to do➼ what goes wrong with motivations and why promises like new year resolutions mostly fail➼ the flaws for accountants in trying to motivate themselves by copying others➼ two different attitudes or mindsets for accounting professionals to walk into a room➼ what makes many accounting types 'situational extroverts' vz introverts➼ how competence breeds confidence for professionals like accountants and CPAs➼ the role of motivation for accountants in passing exams, going for promotions and handling big client workloads➼ why accountants like frameworks, scripts, steps and processes to achieve more in life and work➼ the upsides of practicing in private what needs to happen in public for accountants and CPAs➼ the faulty thinking when it comes to comfort zones and what accountants can learn about growing➼ the merits of a healthy culture and a strong learning environment in accounting firms➼ two valuable pieces of advice for accountants who want to 'raise their game'Check out this interview with Stephen Hamlet and Michael Quigley at International Accounting Forum 2022 https://bit.ly/3OTyD82Outside of work, Michael is a keen musician, playing several instruments and playing in a rock band. He is fluent in Spanish and has a spanish speaking podcast, Comida para el viaje. He is a keen traveller, and loves to keep fit, regularly setting himself physical challenges to raise money for various charitable causes each year.https://www.linkedin.com/in/itsmichaelquigley/https://www.facebook.com/kataholosonboarding@_kataholos on twitterhttps://kataholos.co.uk/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting -...
8/23/202222 minutes, 36 seconds
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Succession Planning Must Dos for Accounting Firms - Insights in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Insights in Accounting" show, going live every Tuesday. This show is about filling in the knowledge gaps in your busy lives as accountants and leaders in practice, plus bookkeepers, finance leaders and the software/fintech industry that serves them. It's what you missed and you didn't know you missed, and why it's important.Episode 8. In today's interview, "Succession Planning Must Dos for Accounting Firms."Key takeaways from this episode include: asking whether the accounting firm you run, own, work for or engage is 'highly desirable what the most successful accountancy firms focus on when it comes to succession planning the need for 'best in class' accounting practices to focus their service offerings on what they are truly great at the dangers for accountants and firms in dabbling with different sectors and services lines why advice for accountants to 'sack bad clients' is poor advice, and what they should do instead what being selective about clients can do for an accounting firm's succession plan and becoming a better firm to buy how accounting firm culture has moved from being a luxury to a competitive advantage what prioritizing your accounting firm's employer brand will do to raise the level of talent wanting to work for you how pricing services appropriately in accounting firms can impact succession planningSource: https://www.accountingtoday.com/opinion/the-four-pillars-of-effortless-succession-planning by Brannon Poe◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘Mentioned in this episode:Dead Show / Youtube
8/22/202212 minutes, 49 seconds
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Live from Europe’s Biggest Event ‘Accountex’ Pt 7 - UK Matters in Accounting

On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "UK Matters in Accounting" show, going live every Friday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'.In this episode 7 of the brand new UK Matters in Accounting podcast, Rob Brown continues with a series of live interviews from Accountex 2022 in London recently. AIBN were the official broadcast partners of the event which featured the great and the good in the world of accounting and the many software/fintech vendors to the profession. https://www.accountex.co.uk/Guests interviewed by Rob Brown on this show are:Sophie Lowe, Senior Marketing Manager at Virtual Cabinet https://www.linkedin.com/in/sophie-lowe-3b2a3aa1/Shyam Patel, Business Sales Executive at Croner-i https://www.linkedin.com/in/shyam-patel-/Kevin Lord, Head of Practice Sales at FreeAgent https://www.linkedin.com/in/kevinlord1986/Leslie Rodriguez, Head of CPA Partnerships at Expensify https://www.linkedin.com/in/leslieqrodriguez/Enjoy the live buzz of the event! You can also check out these live interviews on youtube here:Sophie https://youtu.be/KxvekT32O-gShyam https://youtu.be/R_cXGKUOSewLeslie https://youtu.be/6Qdg9NcyCnQIf you'd like to book for 2023, the dates are 10-11 May at the ExCel in London.They have an international portfolio of events taking place in Madrid, Spain (3-4 Nov 2022), Toronto, Canada (Nov 40-Dec 1 2022) and Sydney, Australia (15-16 Mar 2023) as well as another UK show in Manchester (12 Oct 2022). More details here: https://www.accountex.co.uk/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ LinkedIn. For announcements of...
8/18/202225 minutes, 17 seconds
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What Caring Looks Like for Accounting Professionals - Best Practice in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, 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. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works.Episode 7. In today's interview, "What Caring Looks Like for Accounting Professionals."Martin shares the story of Tom, an accounting client with a manufacturing company and living close to 'the neighbors from hell.' The tale is one of client retention and really making a difference for your accounting clients ultimately in ways that have nothing to do with tax or business.Action - be future-focused and forward-thinking as an accountant, and ask about your client's personal as well as commercial circumstances.&lt;-----------------&gt;In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&amp;A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing.It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world.Two caveats for listeners:First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences.Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability.Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you.Ultimately, it's just insight though. Knowledge is easy to find but not to easy to make sense of and make part of your offering, your authority, your expertise. You've got to take some action, share it with others, use it somehow for it to become powerful. Weave it into your thinking, your client interactions, your team meetings, your everyday conversations. That's what's going to move you from good to great in your accounting role.Mentioned in this episode:Dead Show /...
8/17/202210 minutes, 7 seconds
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What Stops Accountants Going Cloud: Kellie Parks - Influencers in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.Episode 7. In today's interview, "What Stops Accountants Going Cloud: Kellie Parks."Kellie Parks is an ardent devotee of online accounting platforms and loves all the apps that create a robust cloud accounting ecosystem. She adopted cloud financial technology for my own business in 2009 using Freshbooks for invoicing. She is certified or partnered in over a dozen cloud applications, is a proud member of the Intuit International Trainer Writer Network and the Freshbooks Partner Council.Kellie is passionate about wanting every accounting professional to love running a cloud-based business with effective best practices, consistent communications and efficient processes, systems &amp; workflows. She crafts those processes and automations for future thinking accounting professionals who believe in the mightiness of online technology, and has dozens of pre-built templates to take the pain of creating optimization in your firm off your plate. Key takeaways from this episode include: how the pandemic has changed the way accountants and bookkeepers operate in the cloud how covid has accelerated changes that were already starting to happen AND brought new changes for accountants and bookkeepers the world of difference between true cloud accounting and accountants/bookkeepers who think they are in the cloud why client models and work practices sometimes stop accountants and bookkeepers taking them into the cloud defining exactly what 'cloud' means and why many accountants, bookkeepers and business people see it differently unpacking security issues for accountants and bookkeepers who use them as excuses not to move into cloud accounting the two types of people when it comes to working in the cloud, and why neither are ideal the role of a security audit for accountants and bookkeepers plus their clients who are considering cloud accounting the power of 'already making money' that stops many accountants and bookkeepers from changing what they do the difficulties for accountants and bookkeepers in setting KPIs around moving to the cloud the demand for change and shift to cloud that is coming from the clients of accountants and bookkeepers the single biggest reason accounting and bookkeeping firms should be cloud based what business owners and clients who want to switch accountants and bookkeepers are really looking for why accountants and bookkeepers will lose out on winning new business from a younger and younger client base if they are not cloud focused how cloud focused accountants and bookkeepers sit right in the middle of their clients' businesses and can therefore be much more useful admitting how bad cloud based software was back in the early days and how much better it is now for accountants and bookkeepers the role of culture and leadership in pushing a firm of accountants and bookkeepers to adopt cloud what the future looks like for accountants and bookkeepers in the area of cloud accounting words of encouragement for accountants and bookkeepers who want to drive change in the area of cloud accountingKellie and her husband Jeff, a Fly Fishing Guide have 3 grown kids and live with 2 unruly Australian Shepherds in a 100-year-old lakeside cabin (that is chronically under renovation). She is an avid runner, water &amp; snow skier and live music fan. Contact her here:https://www.facebo<a href="https://www.facebook.com/kellieparkscalmwaters" rel="noopener noreferrer"...
8/16/202224 minutes, 7 seconds
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Why Accountants & Firms Should Be On Social Media - Insights in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Insights in Accounting" show, going live every Tuesday. This show is about filling in the knowledge gaps in your busy lives as accountants and leaders in practice, plus bookkeepers, finance leaders and the software/fintech industry that serves them. It's what you missed and you didn't know you missed, and why it's important.Episode 7. In today's episode, "Why Accountants &amp; Firms Should Be On Social Media."Key takeaways from this episode include:➨ what happens to accounting firms who are not part of the social media conversation with potential clients and talent➨ which social media platforms have seen gains and which have lost users throughout covid➨ stats for active users on the main social media sites/apps, and where accounting firms should perhaps focus their efforts➨ the blurred lines between social (personal) and business (professional) on platforms like LinkedIn➨ the rise of TikTok as the fastest growing social media platform and whether accountants are actually on there➨ why employer brand for accountancy firms is dependent on social media to reach younger talent➨ the difference in age between the average accounting partner and the average business owner➨ why it doesn't matter what YOU as an accountant think about social media platforms like TikTok➨ examples of professional service providers who are generating huge followings on TikTok➨ how personality led content differs from traditional marketing content put out by accounting firms➨ what individual accountants and advisors can do to remain competitive and relevant to their target clients using social mediaSource: https://www.je-consulting.co.uk/the-changing-tides-of-social-media/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘Mentioned in this episode:Dead Show / Youtube
8/15/202212 minutes, 16 seconds
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Live from Europe’s Biggest Event ‘Accountex’ Pt 6 - UK Matters in Accounting

On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "UK Matters in Accounting" show, going live every Friday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'.In this episode 6 of the brand new UK Matters in Accounting podcast, Rob Brown continues with a series of live interviews from Accountex 2022 in London recently. AIBN were the official broadcast partners of the event which featured the great and the good in the world of accounting and the many software/fintech vendors to the profession. https://www.accountex.co.uk/Guests interviewed by Rob Brown on this show are:Simon Smallwood, Head Of Partnerships at WorldFirst&nbsp;https://www.linkedin.com/in/simon-smallwood/Jenny Fogarty, Director of Marketing and Sales Operations at AutoEntry https://www.linkedin.com/in/jennyfog/Murray Willson, Sales Director at Silverfin https://www.linkedin.com/in/murray-willson-56350526/Matt Smith, Channel Development Manager at Fujitsu https://www.linkedin.com/in/matthew-smith-41664b95/Enjoy the live buzz of the event! You can also check out these live interviews on youtube here:Simon https://youtu.be/3OKwXLy8BSoJenny https://youtu.be/BNzxcCL2ywYMurray https://youtu.be/Ngm2XMWdYisMatt https://youtu.be/ilQ3E9CidAwIf you'd like to book for 2023, the dates are 10-11 May at the ExCel in London.They have an international portfolio of events taking place in Madrid, Spain (3-4 Nov 2022), Toronto, Canada (Nov 40-Dec 1 2022) and Sydney, Australia (15-16 Mar 2023) as well as another UK show in Manchester (12 Oct 2022). More details here: https://www.accountex.co.uk/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: <a href="https://accountinginfluencers.com/podcast" rel="noopener...
8/11/202225 minutes, 17 seconds
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How One Woman Owned a Lucrative Accounting Niche - Best Practice in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, 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. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works.Episode 6. In today's interview, "How One Woman Owned a Lucrative Accounting Niche."Key takeaways from this episode include:➼ how being different is not always the answer for accounting firm positioning as different can mean worse➼ the story of a female CPA who made a name for herself with superb personal positioning➼ how a female accountant created a unique personal brand platform to grow her firm➼ shout out to Joe Calloway's 'Category of One' work in positioning your brand➼ how technically smart professionals can harness the power of an audience that is not currently being well-served➼ the three things your clients need to know from you as an accounting advisor➼ questions an accounting professional can ask to identify a niche, sector or under-represented group and be their championAction - is there an under-served or under-represented segment of your business community or world that you can stand with and represent professionally?&lt;-----------------------&gt;In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&amp;A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing.It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world.Two caveats for listeners:First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences.Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability.Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you.Ultimately, it's...
8/10/202211 minutes, 56 seconds
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Who Leads the World in Accounting with Mark Jenkins - Influencers in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.Episode 6. In today's interview, "Who Leads the World in Accounting with Mark Jenkins."Mark has had over 20 years in Public Practice in New Zealand. In 2014, he sold his firm so that he could focus on his true passion - helping accountants to accelerate small business success. Mark joined forces with Viv Brownrigg, together creating The Gap so that Accounting firms throughout NZ, Australia and the UK can use Business Development content to maximise income without having to re-invent the wheel. Key takeaways from this episode include:◆ what exactly the GAP Portal does to help accountants systemise and deliver advisory services◆ what is happening in the accounting space in Australia and New Zealand that will spread globally◆ why Australia and New Zealand are a few years ahead in the accounting and fintech space◆ what a lack of protection for accountants means in the way they innovate and upskill◆ how a need to innovate and embrace tech has led to rapid digital and practice transformation for professionals like accountants and CPAs in Australia and New Zealand◆ an example of an accounting digital initiative new to the UK that has transforming accountancy in Australia and New Zealand for over 10 years◆ the biggest fear for business owners that leads to a desperate need to get good accounting help and advice◆ how the UK accounting set up is ahead of Australia and New Zealand in needing businesses to have a digital receipt for everything◆ the factors that have led to adoption of cloud and tech by clients to drive change in their accounting advisors◆ asking the question 'to what degree accounting firms are digitized in different parts of the world?'◆ a checklist of the skills accounting professionals need to serve their clients well beyond technical competence◆ why the biggest competitor for accountants is often their own complacency and a reluctance to innovate◆ the problems with being the pioneers, the innovators and the early adopters in any field◆ tips for recruiting and retaining top talent in today's accounting and fintech labor shortage◆ the move to recruit banking, finance and other professionals into accountancy firms◆ where the professional bodies may be falling short in their responsibility to make accountancy as a career more attractive◆ what is going on with the trend to bring non-accountants and business CEOs in to run accounting firms◆ the merits of offshoring for accounting firms and CPA practices who cannot access the talent they need locally◆ the principle differences between offshoring and outsourcing when it comes to accounting talent◆ the challenges of shaping culture in remote and hybrid working for accounting firms, with some quick win solutions◆ what has changed in the world of accounting advisory in recent years, and why it is more important than ever for accountants to embraceYou can also check out this interview on youtube: https://youtu.be/jdepdA18O1wIn his downtime, Mark likes nothing more than getting up at the crack of dawn, pulling out his kayak, catching, filleting and BBQing his catch of the day. Contact him here:https://www.thegapportal.com/<a href="https://www.linkedin.com/in/mark-jenkins-59872a42/" rel="noopener noreferrer"...
8/9/202227 minutes, 55 seconds
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The Key Differences Between CPAs & Accountants - Insights in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Insights in Accounting" show, going live every Tuesday. This show is about filling in the knowledge gaps in your busy lives as accountants and leaders in practice, plus bookkeepers, finance leaders and the software/fintech industry that serves them. It's what you missed and you didn't know you missed, and why it's important.Episode 6. In today's interview, "The Key Differences Between CPAs &amp; Accountants."Key takeaways from this episode include:❊ why so many people wrongly call the 'accounting profession' the 'accounting industry'❊ whether clients should care about hiring a CPA (Certified Public Accountant) instead of an accountant or vice versa❊ what a CPA is allowed and qualified to do that a standard accountant isn't❊ why a software-certified professional (Xero, Quickbooks etc) is NOT an accounting professional❊ why all CPAs are accountants but not all accountants are CPAs❊ where a business client might hire an accountant over a CPA❊ three things a business owner should consider in addressing the CPA vz accountant dilemma❊ how UK qualifications differ in accountancy to the US and other countries❊ shout out to IACPA, CIMA, ACCA, ICAEW and other professional bodies❊ the need for accountants themselves to maintain professional standards and stick up for their hard-earned qualificationsOriginal source: https://www.rightnetworks.com/blog/cpa-vs-accountant-what-is-the-difference/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage:➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ 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: <a...
8/8/202210 minutes, 27 seconds
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Live from Europe’s Biggest Event ‘Accountex’ Pt 5 - UK Matters in Accounting

On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "UK Matters in Accounting" show, going live every Friday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'.In this episode 5 of the brand new UK Matters in Accounting podcast, Rob Brown continues with a series of live interviews from Accountex 2022 in London recently. AIBN were the official broadcast partners of the event which featured the great and the good in the world of accounting and the many software/fintech vendors to the profession. https://www.accountex.co.uk/Guests interviewed by Rob Brown on this show are:Mike Dean, Co-Founder &amp; Managing Director at WhisperClaims https://www.linkedin.com/in/mikedeanwhisperclaims/Alex Aubrey, Commercial Director at Circit.io https://www.linkedin.com/in/alex-aubrey-459b8a1b/Rachel Quinn, Marketing Manager at Bright, https://www.linkedin.com/in/rachelhynes/Dan Dronsfield, Consultant at T-Tech https://www.linkedin.com/in/danieldronsfield/Enjoy the live buzz of the event! You can also check out these live interviews on youtube here:Dan https://youtu.be/VizDH1xUO5YAlex https://youtu.be/TRZLahmRq0YMike https://youtu.be/oX2vqG-ZSTMRachel https://youtu.be/hvROgXt-FLwIf you'd like to book for 2023, the dates are 10-11 May at the ExCel in London.They have an international portfolio of events taking place in Madrid, Spain (3-4 Nov 2022), Toronto, Canada (Nov 40-Dec 1 2022) and Sydney, Australia (15-16 Mar 2023) as well as another UK show in Manchester (12 Oct 2022). More details here: https://www.accountex.co.uk/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: <a href="https://accountinginfluencers.com/podcast" rel="noopener...
8/4/202225 minutes, 53 seconds
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Two Brilliant Examples of Accountancy Outsourcing - Best Practice in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, 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. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works.Episode 5. In today's interview, "Two Brilliant Examples of Accountancy Outsourcing."Key takeaways from this episode include:➺ an example of an accounting firm business model that is very much out of the norm➺ how far an accounting firm owner can take outsourcing➺ what is possible for accountancy practices who are tired of the fight for talent➺ the best way to manage outsourced or offshored accounting functions in a practice➺ what outsourcing might do to the profitability of an accounting firm➺ some of the 'what ifs' that arise for accounting practices who outsource their client work➺ whether it's required or even desirable for accounting firm clients to know that their compliance is being outsourced➺ appreciating that there is more than one way to run a firm and do many things in an accounting firm➺ how accountants can get started with baby steps in outsourcing using a low level service lineAction - if you are weary of the fight for talent and depleting margins in your accounting practice, take a serious look at outsourcing.&lt;--------------------------&gt;In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&amp;A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing.It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world.Two caveats for listeners:First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences.Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability.Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted
8/3/20229 minutes, 57 seconds
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Stand Out Marketing for Accountants: Tyler Clark - Influencers in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.Episode 5. In today's interview, "Stand Out Marketing for Accountants: Tyler Clark."Tyler S. Clark is the Co-Founder of Dream Firms, leader of the Proactive Accountants Community on Facebook, and the host of Dream Firms Spotlight on youtube. After having successfully built an accounting firm from scratch, adding six figures of new growth each year with cutting edge digital marketing and ethical sales techniques before a successful exit, he is now recognized as the go-to expert for top tier strategic guidance and actionable advice for accounting professionals who are dedicated to building their dream firms.Key takeaways from this episode include:☆ stepping out of the shadows of our fathers - the positive and negative influences on influencers☆ the biggest challenge for accountants who want to make changes, and how to overcome it☆ why growing an accounting firm is simple but not necessarily easy☆ explaining why there has been a historical approach to almost every facet of running an accountancy firm☆ where a lot of dissatisfaction in the accounting profession is coming from and why☆ what makes accountants and CPAs surprisingly coachable and teachable☆ how seeing themselves as problems solvers helps accountants advise better☆ the difference between good accounting technician and effective tax planner and trusted advisor☆ the cut off point for accountants to start saying 'no' to certain clients or prospects☆ the biggest thing entrepreneurial accountants struggle with in deciding on their ideal clients☆ the power of emotions that accountants can tap into in with truly helping their clients☆ the role of niching for better marketing in accountancy practices☆ the pain points and decisions blockers for accountants choosing the right niches or sectors to work in☆ a great marketing method accountants might choose between two niches such as cannabis or crypto☆ how accountants can avoid being a bottleneck in their own firm, particularly as the owner and leader... and much more!You can also check out this interview on youtube: https://youtu.be/WdWrb_Nra5EWhen not working, you can find Tyler and his wife Marine nestled in heart of the French Alps alongside their Chowchow, Tea.https://www.linkedin.com/in/tyler-s-clark/https://dreamfirms.com/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast...
8/2/202229 minutes, 17 seconds
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10 Reasons Why Bots Will Never Replace Accountants - Insights in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Insights in Accounting" show, going live every Tuesday. This show is about filling in the knowledge gaps in your busy lives as accountants and leaders in practice, plus bookkeepers, finance leaders and the software/fintech industry that serves them. It's what you missed and you didn't know you missed, and why it's important.Episode 5. In today's episode, "10 Reasons Why Bots Will Never Replace Accountants."Key takeaways from this episode include:⫸ shout out to Allan Koltin, CEO at Koltin Consulting Group and author of this piece via LinkedIn⫸ how many younger accountants can speak the language of technology but struggle with the human side of things⫸ debating how much of the accounting role bots and machine learning can take over doing⫸ how creativity and problem solving will always put distance between bots and human accounting professionals⫸ what counting potatoes in warehouse can teach us about the innovation of accountants and auditors⫸ the call for accountants to be more entrepreneurial in their thinking, and why this needs to be made more prominent by the profession⫸ what an accountant's ability to resolve disputes and conflicts does that bots can never do⫸ the importance of accounting advisors (and not bots) to advance conversations and pick up on nuances in human behavior⫸ how artificial intelligence, machine learning and bots will have a role in complimenting, not replacing, accountants and advisors⫸ why there has never been a better time to be an accountant and for them to reach out to their clients proactivelyAction: be proactive with your clients to start and advance conversations in a way bots could never do - that's where the opportunities are.Source: https://www.linkedin.com/pulse/cpa-practice-advisor-thought-leader-symposium-2019-allan-koltin/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage:➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ 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...
8/1/202211 minutes, 47 seconds
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Live from Europe’s Biggest Event ‘Accountex’ Pt 4 - UK Matters in Accounting

On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "UK Matters in Accounting" show, going live every Friday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'.In this episode 4 of the brand new UK Matters in Accounting podcast, Rob Brown continues with a series of live interviews from Accountex 2022 in London recently. AIBN were the official broadcast partners of the event which featured the great and the good in the world of accounting and the many software/fintech vendors to the profession. https://www.accountex.co.uk/Guests interviewed by Rob Brown on this show are:Vipul Sheth, Managing Director at AdvanceTrack Outsourcing https://www.linkedin.com/in/vipulsheth/Sharon Cooke, Technical Director at 2020 Innovation Training Limited https://www.linkedin.com/in/sharonjcooke/Ketan Makwana, Chairman &amp; Managing Partner at Seventy7 Ventures https://www.linkedin.com/in/ketanmakwana/Sonia Dorais, Chief Executive Officer at Chaser https://www.linkedin.com/in/soniadorais/Enjoy the live buzz of the event! You can also check out these live interviews on youtube here:Vipul https://youtu.be/Eg9JvdkpJdkSharon https://youtu.be/LcN1Pd4em3UKetan https://youtu.be/bDHt4lydHJESonia https://youtu.be/lmeJrJyEwP0If you'd like to book for 2023, the dates are 10-11 May at the ExCel in London.They have an international portfolio of events taking place in Madrid, Spain (3-4 Nov 2022), Toronto, Canada (Nov 40-Dec 1 2022) and Sydney, Australia (15-16 Mar 2023) as well as another UK show in Manchester (12 Oct 2022). More details here: https://www.accountex.co.uk/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: <a href="https://accountinginfluencers.com/podcast"...
7/28/202226 minutes, 20 seconds
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When Accounting Practices Hit Maximum Capacity - Best Practice in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, 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. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works.Episode 4. In today's interview, "When Accounting Practices Hit Maximum Capacity."Key takeaways from this episode include:➺ what happens when accounting firms want to grow without employing more people➺ the importance for accounting practices of keeping the client in mind when they implement growth strategies➺ ranking or categorising accounting firm clients based on revenue to assess the best ones for you➺ how simple decisions about what you do and don't do for clients will help grow your accounting firm➺ how to position for clients that want their accountant to play a big part in their future➺ the major benefits for an accountancy practice willing to say 'no' to certain kinds of clients➺ how to reward your accounting firm team for choosing and delivering value to the right kind of clients➺ what larger accountancy firms must learn from smaller ones about making decisions if they want to be more agileAction - if you are hitting a growth ceiling at your accounting firm, re-examine the kind of clients you work with and re-calibrate for those you can do the most and best work for.&lt;---------------------&gt;In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&amp;A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing.It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world.Two caveats for listeners:First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences.Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability.Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly...
7/27/20228 minutes, 33 seconds
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Modernizing the Accounting Audit: Joelmy Jaquemart - Influencers in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.Episode 4. In today's interview, "Modernizing the Accounting Audit: Joelmy Jaquemart."Joelmy Jaquemart heads up International Development at Gest On Line, a leading software provider within the audit industry. She is originally from the Dominican Republic and moved to France 10 years ago to continue her studies. She speak Spanish, English &amp; French. She has a dual degree in Law &amp; International Business .Key takeaways from this episode include:✦ the competition in the audit technology space currently and how much things are changing in accounting audit✦ why the accounting audit needs to modernize and what drivers are pushing that✦ the importance of greater technological skills and knowledge for accountants and auditors✦ whether the pandemic is driving new audit practices or accelerating what was already happening in accounting✦ how coachable or teachable audit professionals are as a breed given all the transformation change required✦ what will happen to the individuals and accounting firms who are unable or unwilling to make the necessary changes to modernize✦ the main ways in which technology is changing the accounting audit✦ why most audits no longer require a physical 'on-site' presence with the accountant and the client✦Outside work, Joelmy is into travel, reading, music, cycling, learning Italian, skiing and red wine. You can contact her here. it New Zealand, learn to ski, travel as much as I canhttps://www.gestonline.com/https://www.linkedin.com/in/joelmy-jacquemart-78239994/You can also check out this interview on youtube: https://youtu.be/mJaBC9gss0s◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to...
7/26/202220 minutes, 2 seconds
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Accounting Firm Talent Retention Tips Post Covid - Insights in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Insights in Accounting" show, going live every Tuesday. This show is about filling in the knowledge gaps in your busy lives as accountants and leaders in practice, plus bookkeepers, finance leaders and the software/fintech industry that serves them. It's what you missed and you didn't know you missed, and why it's important.Episode 4. In today's interview, "Talent &amp; Retention Strategies for Accounting Firms"Key takeaways from this episode include: tracing the origins of the great resignation as people change their priorities, especially in accounting the role of low salaries, limited career opportunities, feeling unvalued , strained relationships with bosses in churn of accounting firm team members how accounting firms can be more proactive in keeping their people why many accounting conferences keep putting on the same speakers and topics as the risk of repeating the same messages some of the flexible working options for accountancy firms to increase the chances of keeping staff the importance of competitive benefits and why these go beyond a competitive salary why a healthy culture in accounting firms is no longer optional to retain people the two investments accounting firm leaders need to prioritise to stay relevant and competitive the role of financial literacy and prudent practice management to create the means to invest in peopleAction: if you haven't already, find out what your people need, what drives them and what they think makes your firm a great place to workOriginal source: https://www.accountingtoday.com/opinion/time-for-a-great-reassessment-in-accounting◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘Mentioned in this episode:Dead Show / Youtube
7/25/202230 minutes, 33 seconds
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Live from Europe’s Biggest Event ‘Accountex’ Pt 3 - UK Matters in Accounting

On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "UK Matters in Accounting" show, going live every Friday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'.In this episode 3 of the brand new UK Matters in Accounting podcast, Rob Brown continues with a series of live interviews from Accountex 2022 in London recently. AIBN were the official broadcast partners of the event which featured the great and the good in the world of accounting and the many software/fintech vendors to the profession. https://www.accountex.co.uk/Guests interviewed by Rob Brown on this show are:Jonathan Stobart, Head of Marketing and Strategic Partnerships at AccountancyManager https://www.linkedin.com/in/jonathanstobartam/Andy North, CMO at TaxCalc https://www.linkedin.com/in/anorth1/Caroline Hobden, Portfolio Director Accountex at Diversified Communications UK https://www.linkedin.com/in/caroline-hobden-62888519/Neil Mullane, UK General Manager at Dext https://www.linkedin.com/in/neil-mullane-39608023/Enjoy the live buzz of the event! You can also check out these live interviews on youtube here:Jonathan https://youtu.be/RD3JHoUkwuIAndy https://youtu.be/39QpGPLI-xgCaroline https://youtu.be/ZH54LOgpQ-wNeil https://youtu.be/H-8KBh3b7BgIf you'd like to book for 2023, the dates are 10-11 May at the ExCel in London.They have an international portfolio of events taking place in Madrid, Spain (3-4 Nov 2022), Toronto, Canada (Nov 40-Dec 1 2022) and Sydney, Australia (15-16 Mar 2023) as well as another UK show in Manchester (12 Oct 2022). More details here: https://www.accountex.co.uk/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: <a...
7/21/202233 minutes, 9 seconds
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A Great Way to Solve Accounting Partner Politics - Best Practice in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, 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. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works.Episode 3. In today's interview, "A Great Way to Solve Accounting Partner Politics."Key takeaways from this episode include:❊ what happens when partners disagree on major issues in an accounting firm❊ the problems and upsides presented by 'go-ahead' partners in a traditional accounting practice❊ a smart way to settle the compliance vz advisory argument in an accountancy firm❊ the wisdom of setting up separate companies within accounting firms around separate service lines❊ the importance of a win-win solution when accounting firm disagreements happen at partner levelAction - when disagreements occur at higher levels in an accounting firm or office politics threaten to disrupt harmony, be creative in looking for win-win outcomes.&lt;--------------------------&gt;In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&amp;A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing.It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world.Two caveats for listeners:First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences.Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability.Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you.Ultimately, it's just insight though. Knowledge is easy to find but not to easy to make sense of and make part of your offering, your authority, your expertise. You've got to take some action, share it with others, use it somehow for it...
7/20/20228 minutes, 54 seconds
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Strategic Marketing in Accounting: Casey Blake - Influencers in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.Episode 3. In today's interview, "Strategic Marketing in Accounting: Casey Blake".Casey Blake is a creative strategic thinker who connects the dots and brings brands to life. With a background in accounting marketing and experience in both the for-profit and nonprofit sectors, she brings an ideal skill set for Kolibri Law Support Solutions.Prior to joining Kolibri Law Support Solutions, Casey was Director of Marketing at a Boston-based CPA firm. Before that she was a Marketing and Sales Client Strategist at a global accounting firm. Earlier in her career, she was a Marketing and Event Coordinator at a nonprofit that promotes awareness and advocacy for children's health and well-being.Key takeaways from this episode include:☞☞☞☞☞☞☞☞☞Casey enjoys a blend of at-home celebrations and travels (usually with a good book) with her husband and children. You can usually find her on a run around her neighborhood taking in the beautiful sights of the Mystic River. Connect to her here:https://www.linkedin.com/in/casey-blake-mosca-82a99324/https://www.linkedin.com/company/kolibri-law-support-solutions/https://www.kolibrilaw.comYou can also check out this interview on youtube: https://youtu.be/rzJHYsce5WY◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘Mentioned in this episode:Dead Show / YouTube
7/19/202229 minutes, 24 seconds
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Potential Upside to the Accounting Great Resignation - Insights in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Insights in Accounting" show, going live every Tuesday. This show is about filling in the knowledge gaps in your busy lives as accountants and leaders in practice, plus bookkeepers, finance leaders and the software/fintech industry that serves them. It's what you missed and you didn't know you missed, and why it's important.Episode 3. In today's interview, "Potential Upside to the Accounting Great Resignation."Key takeaways from this episode include:☛ why the talent crunch could be a blessing in disguise for the accounting profession☛ whether the 'great resignation' in accountancy is actually a fact or a myth☛ the number one thing that stops accountants and practices from being more proactive with their clients☛ what accounting practices can do to make the work more meaningful for their staff☛ the need to challenge a SALY mentality in accountancy - same as last year☛ what holding clients accountable does for accounting professionals and their engagement in the work☛ what firing the lower end clients does for accounting portfolios and why it's so difficult to do in practice☛ shout out to Susan Bryant (previous interviews) on clients making their accountants better and accountants doing the same for clients☛ the need to leverage technology faster and better in accounting firms (using what you've got) for greater efficienciesAction - holding onto and attracting good staff is 'doable' if accounting firm leaders do the right things, set the right culture and put a positive spin on the great resignation.Mentioned in the show:Accountants - Make Good Clients Great: Susan Bryanthttps://bit.ly/38F7rdnhttps://youtu.be/-OmLCgBnkFcHow Clients Can Educate Accountants: Susan Bryanthttps://bit.ly/3to4yF1https://youtu.be/e6dyUR9WOgcOriginal source: https://www.accountingtoday.com/list/is-there-a-silver-lining-to-the-great-resignation-for-auditors◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage:➺ Main show website. For access to every single show with...
7/18/202210 minutes, 27 seconds
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Live from Europe’s Biggest Event ‘Accountex’ Pt 2 - UK Matters in Accounting

On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "UK Matters in Accounting" show, going live every Friday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'.In this episode X of the brand new UK Matters in Accounting podcast, Rob Brown continues with a series of live interviews from Accountex 2022 in London recently. AIBN were the official broadcast partners of the event which featured the great and the good in the world of accounting and the many software/fintech vendors to the profession. https://www.accountex.co.uk/Guests interviewed by Rob Brown on this show are:Nigel Adams, Joint MD of Ad Valorem Group https://www.linkedin.com/in/nigeladamsadval/Oli Krishnan, Accountancy &amp; Lending Partnership Manager - SME at Starling Bank https://www.linkedin.com/in/oli-krishnan-8369b89b/Lara Squires, Director at Consortium https://www.linkedin.com/in/larasquires/Hugh Walker, Head of Customer Success at Ignition https://www.linkedin.com/in/hugh-walker/Enjoy the live buzz of the event! You can also check out these live interviews on youtube here:Nigel https://youtu.be/gYv2sbKwbJLara https://youtu.be/z8tBA5My4rsHugh https://youtu.be/FnLx7KIXmoAIf you'd like to book for 2023, the dates are 10-11 May at the ExCel in London.They have an international portfolio of events taking place in Madrid, Spain (3-4 Nov 2022), Toronto, Canada (Nov 40-Dec 1 2022) and Sydney, Australia (15-16 Mar 2023) as well as another UK show in Manchester (12 Oct 2022). More details here: https://www.accountex.co.uk/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ LinkedIn. For announcements of published shows,
7/14/202233 minutes, 32 seconds
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Scholarships – a Accounting Talent Attraction Weapon - Best Practice in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, 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. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works.Episode 2. In today's interview, "Scholarships - a Accounting Talent Attraction Weapon."Key takeaways from this episode include:✻ a case study of how a scholarship in an accounting firm created a world class leader from the entry ranks✻ how investing in people benefits an accounting firms individuals and the wider firm at all levels✻ first steps - getting started with a scholarship program for the rising stars at your accounting firm✻ the role of staff development and scholarships in boosting the employer brand of an accounting practice✻ what potential employees are looking for in an accounting career and what they need to hear from prospective employers✻ a discussion on women in accounting and a comment on the rarity of female managing partners in a predominantly male world✻ the starting point of identifying the talent that will thrive and benefit from investmentAction - Go beyond just developing people at your firm and consider a scholarship or bursary program to boost your employer brand◣━━━━━━━━━━━━━━━━━━━━◢In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&amp;A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing.It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world.Two caveats for listeners:First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences.Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability.Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world.
7/13/202211 minutes, 3 seconds
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Accounting Firm Culture & Brand Tips: Joe Woodard - Influencers in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.Episode 2. In today's interview, "Accounting Firm Culture &amp; Brand Tips: Joe Woodard."As an author, consultant, business coach, and national speaker, Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices. He is the host of Woodard Institute, Woodard Alliance and one of the world's leading training conferences for small business advisors called Scaling New Heights(R). In 2012 and 2014-2021 Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession.He regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews. Joe is the CEO of Woodard Events, LLC which provides education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry.In this interview with Rob Brown, Joe speaks with passionate authority about what a disruption proof firm looks like as we emerge from the covid pandemic. He explains what a true cloud accounting firm looks like, and the main disrupters that are making many firms irrelevant or commoditised.Joe dives into the term advisory, shares why CPAs and accountants miss the mark and why they haven't been good custodians of the trusted advisor label. He shows how accountants misinterpret the word 'trusted' and highlights the talent problems coming up for accounting as the boomers move up and out.Joe speaks passionately about what has stopped CPA firms competing and future proofing as well as they could have. If you want to know whether accountants should think more like entrepreneurs or the other way round, Joe has the answers.The blurred lines between bookkeepers and accountants is also explored by Joe, who gives an excellent analogy in how doctors and nurses look after their patients. He finishes with practical advice for accounting firms who want to defend the brand of the profession, the culture of their firm and the impact of disruption on their business.All these goodies and more - Joe's interview has exceptional content for those accountants and firms who want to move from good to great.◤━━━━━━━━━━━━━━━━━━━━◥Key takeaways from this episode include:❃ the major facets of an accounting firm that aspires to become disruption proof❃ why 'advisory' is such an unclear term for both accountants and their business clients❃ the need for accountants and CPAs to be business coaches even more than advisors❃ shout out to top culture book "The Advantage: Why Organizational Health Trumps Everything Else in Business" by Patrick Lencioni❃ what Disney can teach accountants and CPA firms about culture by talking about vision, mission and purpose❃ the conflict all accounting firm websites have in trying to attract new business and new staff❃ what accounting practices should lead with when it comes to website messages and brand statements❃ why fast food chain 'chick-filet' never have a problem recruiting and retaining staff❃ suggestions for accounting firms who want to differentiate themselves in the marketplace❃ what 'flipping the script' with accounting firm marketing brands means in attracting new business❃ case study of Aprio accounting firm in Atlanta, Georgia and how they upgraded their brand across 800 staff from a 100 year old...
7/12/202235 minutes, 13 seconds
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How to Deliver First Class Service in Accounting - Insights in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Insights in Accounting" show, going live every Tuesday. This show is about filling in the knowledge gaps in your busy lives as accountants and leaders in practice, plus bookkeepers, finance leaders and the software/fintech industry that serves them. It's what you missed and you didn't know you missed, and why it's important.Episode 2. In today's interview, "How to Deliver First Class Service in Accounting."Key takeaways from this episode include:✦ Shout out to Kyle Walters and accountingToday (link below)✦ the psychology behind premium pricing when it comes to accounting services✦ what happens when accountants move from low to premium pricing with their clients✦ how luxury branding leads to higher buyer expectations on service and attention✦ the problem with providing great service to accounting clients over time as it becomes 'ordinary'✦ the impact of anticipating client needs in providing first class service in accountancy✦ ways to proactively pre-empt the needs of your accounting clients to position premium services✦ what happens to accountants who continue to be reactive with their clients✦ what a 'Ritz-Carlton' service mentality might look like for an accounting firm✦ how doing the basics well and being professionally responsive can separate good accountants from great onesAction - for accountants who want to provide more premium services to their clients and charge higher fees, anticipate what might be coming up for them before it happens.Source - https://www.accountingtoday.com/opinion/pricing-tells-a-story◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage:➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ LinkedIn. For announcements of published shows, tagging guest so you...
7/11/202211 minutes, 25 seconds
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Live from Europe’s Biggest Event Accountex Pt 1 - UK Matters in Accounting

On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "UK Matters in Accounting" show, going live every Friday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'.Episode 1. In this very first episode of the brand new UK Matters in Accounting podcast, Rob Brown and Martin Bissett preview what the show is all about and how it fits into the game changing AIBN - the Accounting Influencers Broadcast Network. Given the UK focus of this show, we tongue in cheek talk about UK being the centre of the accounting universe. Not true, but let's go with it.To kick off this show, we're going to run a series of live interviews conducted at Accountex 2022 which took place in London recently. AIBN were the official knowledge and broadcast partners of the event which featured the great and the good in the world of accounting and the many software/fintech vendors to the profession. https://www.accountex.co.uk/Guests interviewed by Rob Brown on this show are:David Potts, Director of Operations and MLRO at Association of International Accountants (AIA) https://www.linkedin.com/in/davidwpotts/Elise Sallis, Head of Communications &amp; Culture at Wolters Kluwer Tax &amp; Accounting UK&nbsp;https://www.linkedin.com/in/elise-sallis-a430a81/Chris Park, Senior Strategic Alliance Manager - Accounting and Consulting at Avalara https://www.linkedin.com/in/cparkus/Enjoy the live buzz of the event! You can also check out these live interviews on youtube here:David https://youtu.be/oOytXA_x_s0Elise https://youtu.be/h7OzwYU1btMChris https://youtu.be/5j-cM5vP8dgIf you'd like to book for 2023, the dates are 10-11 May at the ExCel in London. They have an international portfolio of events taking place in Madrid, Spain (3-4 Nov 2022), Toronto, Canada (Nov 40-Dec 1 2022) and Sydney, Australia (15-16 Mar 2023) as well as another UK show in Manchester (12 Oct 2022). More details here: https://www.accountex.co.uk/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get...
7/7/202226 minutes, 1 second
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What Best Practice Looks Like in Accounting Firms - Best Practice in Accounting

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, 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. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works.Episode 1. In today's interview, "What Best Practice Looks Like in Accounting Firms."Key takeaways from this episode include:❊ a preview of what's coming up on this show in coming weeks and months❊ the need for real life examples of what really works for accountants in practice rather than just hype❊ changing DEI to DEIA - diversity, equity, inclusion and accessibility❊ why best practice is becoming harder and harder to define for accountants in this complex world❊ the importance of drawing from genuine experts all over the world beyond Bissett and BrownAction - knowledge is cheap, so take these bite-size gems and apply them quickly to your particular situation.In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&amp;A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing.It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world.Two caveats for listeners:First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences.Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability.Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you.Ultimately, it's just insight though. Knowledge is easy to find but not to easy to make sense of and make part of your offering, your authority, your expertise. You've got to take some action, share it with others, use it somehow for it to become powerful. Weave it into your thinking, your client interactions, your team meetings, your everyday...
7/6/20229 minutes, 39 seconds
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What Makes an Influencer in Accounting & Fintech - Influencers in Accounting

The Accounting Influencers Podcast has now moved from 'one show 6 episodes a week' to 'five shows 5 days a week'. It's all to give you 26,000 listeners in the accounting, bookkeeping and fintech world a better audio experience so you get exactly what you want.This brand new Influencers in Accounting show comes out every Wednesday and features interviews with the best leaders, influencers and experts in the accounting profession and fintech industry.In this first show we preview the new direction and format, then 5mins in you'll hear some gems and short excerpts from interviews we've done with previous guests. Here they are with links to their full shows:The Role of Accounting Bodies &amp; Exams with Sabine Charles https://bit.ly/3JwrTtyCritical Race Theory &amp; Black Accountants with Anton Lewis https://bit.ly/3iFqVA8DEI, Racism &amp; Prejudice in Accounting: Anton Lewis https://bit.ly/3wV8cZ9Career Advice for Accountants &amp; CPAs with Randy Crabtree https://bit.ly/3K5rRZLMental Resilience for Accountants: Randy Crabtree https://bit.ly/3N24keiESG Opportunities in Accounting with Ian Thomson https://bit.ly/39TC0fFAccountants vz Software Vendors with Radical CPA Jody Padar https://bit.ly/3JzMZHWHow Accounting &amp; Fintech Are Evolving with Jody Padar https://bit.ly/3viNtfVLeaders Special Interview: Mark Koziel - Allinial Global CEO https://bit.ly/3MAjOXjYou can also check out these interviews on youtube:Sabine https://youtu.be/EnAaGZpkZLg Randy https://youtu.be/184654WUPLEJody https://youtu.be/qkz4uxiAOM0Ian https://youtu.be/sLk2B7ZSqeI ┌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┐Here are the 5 shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! Follow Accounting Influencers on LinkedIn -...
7/5/202218 minutes, 5 seconds
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How Accountants Can Upskill and Stay Relevant - Insights in Accounting

In this very first episode of the brand new Insights in Accounting podcast, Rob Brown and Martin Bissett preview what the show is all about and how it fits into the game-changing AIBN - the Accounting Influencers Broadcast Network.Episode 1 - "How Accountants Can Upskill and Stay Relevant."To give you a flavour of what's coming at you with this show, we dive right into a piece here about bias in accounting via Rebecca Mihalic of Ignition:https://www.ignitionapp.com/blog/bias-is-bias-unconscious-or-not.Martin unpacks insights about identifying biases like women in accounting, who we like and don't, who performs and who doesn't and a range of other biases in play._________________The Insights in Accounting show is about filling in the knowledge gaps in your busy lives as accountants and leaders in practice. It's what you missed and you didn't know you missed, and why it's important.You'll get reports, research, whitepapers, surveys, news articles, announcements, blogs, social media posts, opinion pieces, and commentaries. These will come from journalists, practitioners, experts, gurus, and thought leaders. We'll work on your behalf to check out a range of accounting media sources like accounting today, accountancy daily, accounting web, Accountex, cpa.com, the accountant online, international accounting bulletin etc.You'll get a digest of content mostly for accounting practitioners and bookkeepers but also for the finance providers, tech specialists and software vendors who serve the accountancy profession. We'll not just be reporting on the news, but we'll give you insights into what it means for you accountants in practice. The takeaways, the implications, the what to dos and what not to dos. The what to know and what to ignore.It's all about giving you commercial acumen, business awareness, industry knowledge, professional development, and just staying up to date. It's CPE or CPD for you accountants in practice. Keeping you relevant, informed and effective in your role as a professional advisor, leader, practitioner, thought leader, influencer, and driver of change in your firm, your role, and your community. Stopping you from becoming obsolete. Keeping you in the loop. Helping you raise your game and solve bigger problems. Remember, the bigger the problems that you solve, the more influence you'll have and the more you'll be rewarded.On behalf of the Accounting Influencers Broadcast Network, this is the "Insights in Accounting" show, going live every Tuesday. This show is about filling in the knowledge gaps in your busy lives as accountants and leaders in practice, plus bookkeepers, finance leaders and the software/fintech industry that serves them. It's what you missed and you didn't know you missed, and why it's important.◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, highlights, combinations, panels, topics, live interviews and best-ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under the microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, and influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK-focused show featuring UK-related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel....
7/4/202214 minutes, 58 seconds
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Workflow Best Practices for Accountants with David Cristello

Episode 33. In today's interview, "Workflow Best Practices for Accountants with David Cristello."David is the Founder and CEO of Jetpack Workflow, an award winning workflow software that helps smart accounting firms track all their recurring deadlines and better manage their team. He's also the host of "Growing Your Firm" podcast and co-author of "Double Your Accounting Firm". Key takeaways from this episode include:➯ what has made accountants resilient and mentally strong in the challenging pandemic period➯ How burnout has occurred for accounting professionals and what they can do to avoid it➯ how the accounting firm workspace will change post pandemic with hybrid working➯ why it's virtually impossible for accounting professionals to have important conversations 'in the cloud'➯ why the full-time fully-present in-person employee in accounting firms is a thing of the past if you want to compete➯ how turbulence affects the way professionals like accountants view work and change expectations of employment➯ practical tips to make remote working more engaging and fun for accounting firms➯ the best place for accounting firms to start if they want to be the employer of choice for new talent➯ shout out to Ron Baker and Ed Kless on business models for accounting firms in the subscription economy➯ how a subscription model gives accounting firms a massive competitive advantage➯ the most common workflow traps that many accountancy firms fall into ➯ why introducing more people to your accounting practice increases the points of failure ➯ the two main competitors to dedicated workflow management software for accountants➯ a critical question accountants and CPAs should be asking their clients➯ shout out to David's Growing Your Firm podcast and how it turned into 'Double Your Accounting Firm' book https://jetpackworkflow.com/growing-your-firm-podcast/➯ the power for accounting firms of niching down and being able to deliver a packaged offering to clients➯ the role of machine learning and AI in the future of practice managementOutside of Jetpack Workflow, David enjoys spending time with his family, reading, and playing too much online chess. You can contact him here:https://jetpackworkflow.comhttps://www.linkedin.com/in/davidcristelloNOTE 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.&nbsp;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.&nbsp;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
2/15/202233 minutes, 15 seconds
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Launching the Accounting Influencers Virtual Conference

Episode 32. In today's news episode, we discuss "Launching the Accounting Influencers Virtual Conference." Key takeaways from this episode include:> why the growth of the Accounting Influencers brand benefits accountancy professionals> announcing May 5 date for global virtual summit or conference for accountants in practice internationally - save the date> AIR Con slingshots into Accountex (via Diversified), one of the world's biggest in person events in the accounting and fintech calendar> possibilities for a range of accounting and fintech vendors, suppliers and providers to partner with the eventNOTE 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.&nbsp;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.&nbsp;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.Mentioned in this episode:YouTube CTA
2/14/20226 minutes, 47 seconds
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Why Didn't They Buy Part 4 - Struggling to Close the Deal

BONUS: "Why Didn't They Buy Part 4 - Struggling to Close the Deal"In today's bonus episode, we focus on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.This time we tackle ghosting and the radio silence that comes from weak or no follow up on your propositions and proposals.Key takeaways from this episode include:✓ the trap accountants fall into in thinking that a prospect situation is a 'done deal'✓ how 'not wanting to pester or be a nuisance prevents some accountants from following up a new business opportunity✓ the various reasons potential clients give for not responding to follow up calls and proposals from accountants✓ the uncertainty of 'death valley' between accountant and prospect where neither party knows what should happen next✓ a simple fix and guiding principle that accountants and CPAs should follow to guarantee potential new clients should never slip away✓ what pushback from a business prospect on fixing a further meeting really means to the accountant trying to win their business✓ exactly what accountants could say in nailing down best next steps with a promising prospect✓ how accountants should handle the prospect that just wants a proposal and a price✓ the rationale behind giving the prospect some control of the sales process when an accountant is selling✓ how accountants get things wrong at the end of a prospect meeting which increases the chances that the deal will stallNOTE TO LISTENERS:The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays . On Sundays, listeners get a short min trailer for the coming week's episodes.Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers.&nbsp;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.&nbsp;Great to stay current and keep your skills topped up.Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.Martin and Rob love to hear from the show's 18000+ unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.Mentioned in this episode:YouTube CTA
1/29/202210 minutes, 1 second
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Intuit Hates Accounting Firms & How Accountants Can Stand Out

Episode 76. On this week’s Accounting Influencers Podcast:➜ News - Martin &amp; Rob discuss "A Blunder by Intuit - Do They Really Hate Accounting Firms?"&nbsp;➜ Special Guest Interview: "Leadership Lessons from Praxity with with Graeme Gordon." In this highlights snippet (full uncut version comes out as a bonus episode at the weekend), hear the former head of the global alliance Praxity share his leadership lessons.➜ Rob &amp; Martin offer up practical advice and tips for accounting practitioners in a new feature called "Postcards From Practice - Achievements You Can Emulate."➜ Expert Interview: "Accountants: Stand Out &amp; Be Different with Mike Michalowicz." Marketing strategies for accounting practitioners from one of the world's foremost experts. NOTE TO LISTENERS:The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 6 days as standalone episodes, plus full uncut interviews on the weekend.&nbsp;Hosts Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.&nbsp;Mentioned in this episode:YouTube CTA
12/20/202151 minutes, 41 seconds