Accounting Influencers Podcast (Rob Brown (Accounting Influencers Roundtable - AIR))

Rob Brown has the the privilege of hosting Richard Francis, the visionary Founder and CEO of Spotlight Reporting. As a global business intelligence software company dedicated to serving accounting firms and CFOs, Spotlight Reporting has been at the forefront of transforming the accounting profession. Richard takes us on a journey through his personal and professional evolution, from his early days in accounting to the pivotal moment when he saw the need for revolutionary reporting, forecasting, and consolidation tools.

Richard's passion for driving change in the accounting landscape shines through as he discusses Spotlight Reporting's mission: to empower accountants and CFOs to provide meaningful, value-added services. He emphasizes the importance of advisory services, a topic often overshadowed by compliance, and shares his vision of accountants as catalysts for profound change in their clients' lives.

The conversation delves into the recent survey conducted by Spotlight Reporting, revealing fascinating insights into accountants' readiness to embrace transformation and the shift towards more advisory-focused services. Richard's intellectually curious nature and commitment to innovation shine through as he explores the evolving role of technology, artificial intelligence, and the changing dynamics of hiring in the accounting profession.

This episode is a must-listen for anyone interested in the future of accounting and the incredible opportunities it offers in a rapidly changing world. Join us as we embark on a journey of discovery, uncovering the exciting prospects that lie ahead for accountants and CFOs alike.

Richard Francis is the visionary founder and CEO behind Spotlight Reporting, a global business intelligence software company catering to the needs of accounting firms and CFOs. Since its inception in 2011, Spotlight Reporting has grown to include over 50 dedicated professionals spread across Australia, the UK, Canada, the US, and New Zealand. Today, it proudly serves as the trusted tool for over 2,000 forward-thinking firms, impacting over 100,000 businesses each month. Notably, Spotlight Reporting has garnered numerous prestigious awards, solidifying its position as a multi-award winner in the industry.

Before his remarkable journey with Spotlight Reporting, Richard served as a General Manager at Xero from 2012 to 2014. His expertise in software development led to the successful acquisition of his own software business in 2012. Prior to venturing into the tech world, Richard began his career as a Chartered Accountant, honing his skills at a prominent firm. He later embarked on a transformative journey to the UK, where he spent four enriching years.

Upon returning to New Zealand in 2001, Richard and his wife, Julie, embarked on an entrepreneurial path, establishing a 'boutique' advisory practice. This endeavor focused on delivering Virtual CFO and strategic services, further enriching Richard's extensive and diversified background in the accounting and software industries.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers...

Episode 92. In today's news episode, we discuss "Digital Transformation for Businesses Is Slowing Down."

Key takeaways from this episode include:

▶ how accountants 'stand in the gap' between business and government, between clients and economic forces

▶ how the pace of digital transformation is slowing down, at least as measured by amount of business transacted online

▶ explaining the drop in businesses adopting a 'fail fast' experimental mentality with less risk taking

▶ the shift to steady and sustainable change versus exponential growth in business

▶ how legacy constraints embedded in accounting firms and their clients are slowing down automation and change

▶ the biggest reason why digital transformation has slowed in business

▶ highlighting the trend that skills are becoming obsolete in 12-18 months and how this effects employer brand

"Digital transformation slowing down, say businesses" by Chris Gaetano

https://www.accountingtoday.com/news/digital-transformation-slowing-down-in-business-expectations-tempered

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Follow Accounting Influencers on Linkedin - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies from the Accounting Influencers Podcast and events. Just go here: https://www.linkedin.com/company/accountinginfluencers

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NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...

How to leave a review on Apple Podcasts

① Open the Podcasts app on your iPhone, iPad, or Mac.

② Navigate to the page of the Accounting Influencers Podcast.

③ Scroll down to find the subhead titled "Ratings & Reviews."

④ Under one of the highlighted reviews, select "Write a Review."

Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a...

Episode 130. In today's interview, Lee Frederiksen of Hinge Marketing shares with Accounting Influencers show host Rob Brown how firms should brand to attract the top accountancy talent.

Lee Frederiksen is an award-winning marketer, Visible Expert®, and business strategist who helped pioneer the field of research-driven marketing. As the Managing Partner of Hinge, a marketing firm for the professional services industry, he draws on his Ph.D. in behavioral psychology and his CEO experience to help clients achieve high growth and profitability. Lee’s research on marketing and business growth has made him a recognized industry name, along with the numerous books he authored on the same topics. He been quoted in a number of mainstream publications, and he regularly speaks at major industry events around the country. Key takeaways from this episode include:

➤ why employer branding is a critical topic for accounting firm leaders to understand

➤ the three things you need to build a successful professional services firm

➤ the biggest growth challenge for many accounting firms

➤ why the accounting profession has the lowest number of actively looking job-seekers in the whole professional services sector

➤ what exactly job seekers are looking for in new roles depends on where they are in their career

➤ the importance of being able to work remotely for talent looking for accounting roles

➤ why accounting firms who have not responded well to covid will suffer most in losing top talent

➤ the number one factor in creating a really strong employer brand for your accounting firm

➤ the futility of your accounting firm having more than 3 core values

➤ the number one thing job seekers who are actively looking for a new position actually want

➤ the prime times or triggers that make people restless in wanting to leave an accounting firm or role

➤ explaining the trend of people thinking of their career as a series of gigs vz jobs

➤ why loyalty to an accounting firm increases for both staff and clients once a critical time has passed

➤ the disruptive effect of mergers and acquisitions in workforce stability of accounting firms

➤ why making people stay with 'golden handcuffs' can cause resentment and lowered productivity in accounting firm staff

➤ the two stages in developing a compelling 'employer brand' in an accounting firm

➤ a strong accounting firm brand in the market place may attract talent to you, but there's one vital thing it won't do

➤ the differences in professional services sectors when it comes to how they attract and retain top talent

➤ the importance of time horizons for restless employees - vital to know for retaining your best people

➤ why it's inevitable in tough times that accounting firms will lose people

➤ how the business model of 'needing a local and regional presence' has changed for accounting firms

➤ what accounting firms can do to attract employees that are not actively looking to move

➤ questions accounting firm leaders should be asking in shaping a strong employer brand

➤ two top tips for accountants who want more career capital and greater promotability

This show was originally aired as season 0, episode 116 on 20 Aug 2022. It was entitled "Employer Branding Strategies for Growing Accounting Firms". With the current focus on employer branding for accounting firms, Lee Frederiksen's research shows the importance of talent attraction and retention for accounting practices.

When he’s not traveling to speaking engagements or working at the Hinge headquarters, you’ll find Lee pursuing his interest in hot rods or watching movies with his wife, Candace. You can reach her here...

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

https://twitter.com/leefrederiksen

http://www.hingemarketing.com

NOTE TO...

Episode 90. In today's interview, "How Accountants Adapt to New Technology with Farooq Raja."

Farooq Raja is an investor and architect of AIRPA, an integration and automation platform for accountants and their clients. The mission is to give accountants and business people time back to from routine processes to use their skills and experience to better serve their customers.. He trained as accountant in the National Health Service (NHS) and then moved to commerce with British Telecom (BT) as financial controller and Unilever as Head Office Accountant. He then worked with Coopers and Lybrand in management consulting before setting up a technology implementation consultancy called Mokum which later sold to PWC. For two decades, he started and ran multiple small businesses learning about different industries, processes and the fine line between success and failure in business.

Key takeaways from this episode include:

➜ what early businesses looked like when technology entered the workplace and fell to accountants to master

➜ how the accounting game has changed over the years, even though the fundamentals have remained the same

➜ the most important changes in technology that are impacting accountants and their business clients

➜ why cloud software does so much more than enabling remote working for accountants and their clients

➜ how technology trends are shaping clients requirements for their professional advisors like accountants and CPAs

➜ the barriers facing accounting firms in change their technology mindset to adapt to the new environment

➜ who is leading the technology charge in business innovation and questions accountants are being asked as a result

➜ explaining the resistance to change in accounting and they can do better in adapting to new technology

➜ how the accounting marketplace is dividing into different cohorts or groups around ow they embrace cloud and technology

➜ what is on the horizon for accountants and accounting firms with future technology and how it will impact our working lives

➜ how the AIRPA integration helps accountants make better choices with technology suites and best of breed platforms

➜ why accountancy is a superpower and should be recognised by accountants themselves as genuinely valuable to business owners and clients

Outside work, Farooq has four children and a large extended family. His hobbies are games and puzzles, reading autobiographies and painting.

I have four children and a large extended family and

my hobbies are games and puzzles , reading autobiographies and painting.

https://www.linkedin.com/in/farooq-raja-5021b6/

https://www.linkedin.com/company/airpa

www.airpa.ai

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Follow Accounting Influencers on Linkedin - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies from the Accounting Influencers Podcast and events. Just go here: https://www.linkedin.com/company/accountinginfluencers

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NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a...

Welcome to the Accounting Influencers Podcast, going live every Monday and Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In this episode of the Accounting Influencers podcast, host Rob Brown interviews Jason Staats, an accomplished entrepreneur and CPA, to provide insights on how to grow an accounting firm. Jason shares his experience and expertise in building a $5M accounting firm, as well as in producing content and providing thought leadership on sustainable accounting firms, AI adoption, and software partnership.

The importance of being able to say "no" and capitalising on the coolest "yeses" to engage, as well as defining the type of clients and employees the firm is best for. Jason also highlights the need for a compelling vision to differentiate the firm and build a team around the right abilities. He emphasises that it's essential to ensure that the support structure for the team is built to prioritise emotional health and mindfulness.

Lastly, Jason shares his insights on the calculation for individuals just entering the accounting profession and the need to find the right place that aligns with their abilities and way of working best. Overall, the episode provides valuable advice for accountants looking to grow their firms and build a team around the right skills.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Jason Staats is an accomplished CPA and entrepreneur, running a $5M accounting firm and an online community for accounting firm owners. He produces content and provides thought leadership on sustainable accounting firms, AI adoption, and software partnership. He is also a prolific content creator with a YouTube channel and weekly newsletter. In his spare time, he enjoys spending time with his family.

YouTube: https://www.youtube.com/channel/UC_Z0mb0RshEg6Nu0PkebBPA

Twitter: https://twitter.com/JStaatsCPA

LinkedIn: https://www.linkedin.com/in/jstaats/

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led...

Adam Lean delves into the challenges accountants encounter in their quest to increase their income and the struggle to break free from being perceived as mere commodities. He emphasizes the need for accountants to transition into trusted advisors for small and medium-sized businesses, guiding them towards success and growth. Traditionally, accountants have been focused on recording the past, but Adam argues that they hold the potential to become forward-focused advisors, helping their clients make informed decisions for a thriving future. He stresses the importance of building trust with clients, providing clear and actionable advice, and understanding the unique needs of each business owner. By doing so, accountants can elevate their value and shake off the shackles of being seen as interchangeable entities, paving the way for a more fulfilling and prosperous profession.

Adam Lean is a dynamic individual with a background as a former accountant turned successful entrepreneur, having built, scaled, and sold two businesses. However, his true passion lies in teaching and empowering other business owners. Recognizing the importance of financial success and peace-of-mind for entrepreneurs, Adam is dedicated to providing valuable tools and resources to help them make informed decisions, increase profitability, and achieve a sense of security in their endeavors. Through his expertise and experience, he strives to make a positive impact on the lives of business owners, guiding them towards greater prosperity and fulfillment.

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

For more about the CFO Project: https://thecfoproject.com/start-a-cfo-service?utm_source=accounting-influencers&utm_medium=3N9K7QJ

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

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

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024!...

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

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

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

Key Takeaways:

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

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

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

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

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

Quotes:

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

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

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

Thanks to our sponsors:

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

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

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

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

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

https://bit.ly/AI-youtube

In today's episode 14, "From Submarines to Accounting Advisory", Michael King talks about his work with the Connected Accountant, where he helps accountants and fractional CFOs start, scale, and optimise their advisory services. King explains the difference between rear-view mirror-focused accounting and forward-looking advisory services and the need for accountants to do a better job of marketing and explaining the latter's value.

He also discusses the changing expectations of business owners, who increasingly demand strategic forward-looking work, and the potential threats of outsourcing and AI to the traditional accounting industry. King believes that the key to success as a consultant, fractional CFO, or virtual CFO is communicating effectively and bridging the gap between accounting principles and business owners' day-to-day decision-making. He also stresses the importance of mindset shifts, particularly around marketing and sales, and the need for accountants to embrace the opportunity to serve and teach through the sales process.

Michael King is the CEO of KFE Solutions, Dallas's top Fractional CFO firm. He's a former US Navy supervisor turned educator, helping Accountants and Fractional CFOs start, scale, and optimise their advisory services. He's also the host of The CFO Report and volunteers at his church's Community Development Program. Visit his website, The CFO Accelerator, for more information.

https://www.thecfoacceleratorlive.com/


https://www.thecfoaccelerator.com/blog

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

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

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points!

Rob Brown interviews Chirag Shah, the founder and CEO of Nucleus Commercial Finance, a UK-focused lender.

Chirag discusses the challenges and opportunities in the financial space, particularly in lending and funding. He also talks about the importance of financial analysis and forecasting for businesses, emphasizing the need for businesses to understand their cash flow and plan effectively.

The interview highlights the role of accountants and advisors in helping businesses make sound financial decisions and navigate uncertain economic conditions.

Chirag Shah is the founder and CEO of Pulse, a visionary platform that empowers businesses, accountants, and business advisors with a tailored dashboard showcasing vital statistics and trends. With over two decades of experience in financial services, Chirag has consistently demonstrated his expertise. In 2011, he pioneered the establishment of Nucleus, a renowned alternative finance entity, offering flexible and personalized financial solutions for SMEs, regardless of their industry or growth stage.

Recognizing the pressing economic challenges UK SMEs face, Chirag introduced Pulse in October 2022, a groundbreaking platform harnessing the power of AI for in-depth financial analysis, benefitting both businesses and accountants. Chirag's mission extends beyond enhancing the UK's business landscape; he is dedicated to assisting SMEs in honing their data comprehension skills to chart a path to success. Chirag's expertise encompasses the significance of forecasting, the key elements that constitute effective forecasts, and the selection of the proper forecasting tools.

His vision for Pulse revolves around transforming it into a comprehensive forecasting tool, addressing the challenges SMEs encounter, elucidating Pulse's role, and exploring the far-reaching implications of AI in this context.

For more information about Nucleus, visit https://nucleuscommercialfinance.com/

To learn more about Pulse, https://mypulse.io/

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

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

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

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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!

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FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

➺ 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:

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are

1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode, "Inspirational Women Leaders in Accounting Panel 12" features Arianna Campbell, Kimberly Ellison-Taylor, Michelle Arnold and Tommye Barie.

You can also watch this on youtube here: https://youtu.be/Y4aB7FTuCbM

Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

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FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic.

The two objective of these panels are

1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 17, "Inspirational Women Leaders in Accounting Panel 1" features

• Emma Roberts, CEO of Creaseys (top 100 UK firm) https://www.linkedin.com/in/emmaroberts-creaseys/
• Kirsty McGregor, founder of The Corporate Finance Network https://www.linkedin.com/in/kirstymcgregor/
• Pamela Baker Managing Partner at Barbacane, Thornton & Company LLP (top 200 US firm https://www.linkedin.com/in/pamelawbaker/
• Samantha Louis Chief Executive at Praxity Alliance https://www.linkedin.com/in/samantha-louis/

Topics addressed in these panels:

1. OPENING REMARKS

What makes DIVERSITY important in the accounting and fintech world, particularly as a woman in a male dominated environment? (talent, perspectives, what women and minorities 'bring to the table', challenges for under-represented groups, prejudice - 'having to work twice as hard as more entitled people', is accounting and fintech becoming more 'woke' and 'gender-blind? etc)

2. YOUR OWN CAREER

What pivotal points or obstacles have marked your journey 'to the top'? (barriers, prejudices, expectations, your role models, seeing people like you in leadership roles, champions, influencers or even saboteurs along the way etc)

3. LEADERSHIP STYLE

Who have you admired as a leader and why? What did they teach you? What's your own style? A more 'feminine' compassionate, authentic and vulnerable leader seems popular. Is that you? Have you learned 'how not to lead' under some people?

4. CULTURE

What works for leaders in setting a culture that embraces a more diverse workforce and greater inclusiveness? Is it easier or harder to lead in today's...

This is an insightful discussion on the future of the accounting profession, featuring an esteemed panel of accounting industry leaders and experts - Gary Boomer, Val Steed, Sarah Beale, and Bob Lewis.

They delve into the current state of accounting, the need for change, potential threats like AI and automation, the importance of rebranding and improving the profession's perception, the relevance of accounting qualifications, predictions for the profession's future, and more.

The panel acknowledges that while accounting has historically been stable, it's currently facing the most profound changes from all angles - economic shifts, regulatory uncertainties, technological disruptions like AI, and a severe talent shortage.

They emphasize that to remain relevant, the profession must adapt, innovate, improve processes, diversify talent, focus on advisory services, leverage technology intelligently, and most importantly, change its perception among the youth to attract the required talent.

Key Takeaways:

- The accounting profession is amid a transformative period driven by the accelerated pace of change, AI/automation, increased private equity investments, and changing workforce dynamics. Firms that fail to adapt will struggle to survive.

- The biggest threat is from entrepreneurs and firms that don't change their mindset from just providing compliance services to becoming strategic advisors understanding and solving clients' core business challenges.

- Rebranding the profession is crucial to attract diverse, younger talent by changing the perception that it's just number-crunching to showcasing it as an exciting, entrepreneurial career with varied opportunities.

- Accounting qualifications must continuously evolve with changing business needs, emphasizing skills like communication, ethics, sustainability, and digital proficiency along with technical expertise.

- Key predictions include greater advisory services adoption, private equity/consolidation, AI-driven automation of routine tasks, and the rise of accounting "big-box" firms offering integrated professional services.

- It's an opportune time in accounting, presenting transformative prospects for those willing to develop required skills, embrace technology, focus on advisory/consulting services, and be part of steering the profession's narrative.

"There is so much change out there, which means so much opportunity. And I think we've got the opportunity to carve out our profession in a really different way that adds massive value to business, economy, and society, if we get it right." - Sarah Beale 

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

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Thanks to our sponsors:

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

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions...

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are

1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 26, "Inspirational Women Leaders in Accounting Panel 8" features

Christina Earls President at the Association of Accounting Technicians https://www.linkedin.com/in/christina-earls56367716/

Kim Ripberger Chief People Officer at Bernard Robinson & Company https://www.linkedin.com/in/kimberly-ripberger-cpa-59790078/

Michelle Mahle Tax Operations & Innovation Leader at Elliott Davis LLC https://www.linkedin.com/in/mmahle/

Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

You can also watch this on youtube here: https://youtu.be/ENOuHINrYxA

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

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A reminder of 5 great shows in the Accounting Influencers Podcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show...

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.

We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.

Your commentators and thought leaders in this bonus series include:

Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/

Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/

Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/

Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/

Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/

Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/

Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/

Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/

We cover the following areas in these bonus episodes:

A. 2022 in review

1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

2. What kind of shape is the accounting profession in as we emerge from the pandemic?

3. If you were a teacher giving accountants a school report, how would you grade them?

4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

1. What will be the main challenges for accountants and firms in the coming year?

2. Where will accounting firms find their biggest opportunities in the coming year?

3. What will separate the good accounting firms from the great ones in 2023?

4. What will happen to the complacent accounting firms who won't/can't change?

5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?

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A reminder of 5 great shows in the Accounting Influencers Podcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or...

In today's episode, Randy Johnston discusses key issues and trends in the accounting industry. The focus is on technology, talent recruitment and retention, risk management, advisory services, and pricing strategies. Randy emphasizes the need for firms to have a single portal for interacting with clients, the importance of creating a better technology experience for team members, and the growing significance of advisory services. He also explores the impact of private equity investments on software vendors and the challenges faced by firms in maintaining service levels and fostering innovation. This episode provides valuable insights for accountants looking to grow their firms in a rapidly evolving landscape.

Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and◣━━━━━━━━━━━━━━━━━━━━◢

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

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

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown Management, Disaster Recovery and Contingency Planning, and Process Engineering.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to

Randy Johnston shares insights from his experience at AICPA Engage. The event was abuzz with discussions around artificial intelligence (AI), with several major players in attendance. Randy highlights the significance of the event, including the 40 under 40 influencer meeting and the recognition of the most powerful women in accounting. He mentions engaging conversations with CEOs and CTOs, delving into product strategies and insights. Over the years, the focus of the event has shifted from low-level technology to management strategy, reflecting the fast-paced changes in the industry. Randy also addresses concerns about independence in the profession, undisclosed relationships, and the impact of private equity acquisitions on operations and support. He emphasizes the importance of independent advisors and the need for transparency in the industry.

Randy Johnson is a seasoned finance and accounting professional with an impressive 20 years of experience in the field. With a strong background in credit and collections spanning 10 years, Randy has honed his skills in effectively managing financial transactions and mitigating risks. For the past decade, Randy has focused on accounting, taking on diverse projects and assignments as a Salaried Professional consultant for Robert Half, Inc. Throughout this time, Randy has gained valuable expertise in various accounting areas, including sales and use tax, property tax, Sarbanes-Oxley auditing, and general ledger accounting. With a comprehensive understanding of financial processes and regulations, Randy brings a wealth of knowledge to his roles and consistently delivers accurate and reliable results.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

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

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points!

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In this episode of the Accounting Influencers Podcast, guest Justin Grant discusses the image problem in the accounting profession, citing a decline in accounting degree enrollment and a shortage of skilled professionals. He suggests that leaders should prioritize creating a better work environment. Justin also emphasizes the importance of high-quality podcast production to attract and retain listeners. He shares his personal journey transitioning from law to podcasting and highlights the need for professionals to focus on their expertise while seeking support in podcast production. The episode concludes with a discussion on the need for inclusivity and support for mental health in the accounting profession.

Guest Bio

Justin Grant is a seasoned professional in the field of financial services with a career that began in 1997. Initially starting in the banking and fund management sector, Justin later qualified as a financial adviser in 2001 with a national firm. Joining Kudos IFS in 2005, which later became part of Mattioli Woods, Justin specializes in holistic wealth management and wealth preservation strategies, offering tailored advice in areas such as pension planning, investments, and inheritance tax planning. With a focus on helping clients achieve their desired outcomes for their families and businesses, Justin is dedicated to providing exceptional service.

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast 

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers 

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube 

https://www.instagram.com/accinfluencers 

https://twitter.com/accinfluencers 

https://www.facebook.com/accountinginfluencers 

Thanks to our sponsors:

Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.

Accountex is Europe’s largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.

https://www.accountex.co.uk/london/ 

We have the honor of hosting Sarah Ghosh, the President of CIMA (Chartered Institute of Management Accountants). Sarah provides insights into the dynamic world of management accounting and its relevance in today's business landscape.

With a diverse membership representing various roles and industries, CIMA is at the forefront of shaping the future of finance professionals. Sarah discusses the evolving responsibilities of accountants, from embracing technology and sustainability to promoting inclusion within the profession.

The conversation delves into how technology, including AI and machine learning, is transforming the way accountants work and make decisions. Sarah emphasizes the importance of agility and staying updated with technological advancements.

Sustainability is another key focus, with Sarah highlighting the role of accountants in addressing sustainability challenges and aligning with regulations and frameworks. She discusses the ethical considerations related to data and the profession's responsibility in promoting sustainable practices.

Inclusion is a topic close to Sarah's heart, and she shares her involvement in initiatives like CIMA Women in Leadership, aiming to create a more inclusive accounting profession.

The episode offers a comprehensive look at the evolving roles and responsibilities of accountants, providing valuable insights for both current and aspiring finance professionals. Join us for an engaging conversation on the future of the accounting profession with Sarah Ghosh.

Sarah Ghosh is an accomplished finance and IT professional with a keen interest in the transformative power of technology within the business landscape. With a particular fascination for AI and Quantum technologies, Sarah is dedicated to understanding how these innovations are reshaping industries and accelerating decision-making processes.

Throughout her career, Sarah has garnered extensive experience and expertise, allowing her to work effectively at the C-suite level across various sectors. Her unique blend of financial acumen and IT proficiency positions her as a valuable asset in the rapidly evolving business world.

Sarah's true value lies in her ability to provide insights and practical knowledge during board discussions. In an era marked by economic, geopolitical, and environmental challenges, she brings a wealth of experience to the table, enabling her to inform and influence strategic decisions effectively.

Passionate about the implications of technology on value creation, customer experiences, and social and environmental impacts, Sarah Ghosh is a forward-thinking professional dedicated to driving positive change and innovation in the corporate world.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world:

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.

You can also watch this episode on YouTube - https://youtu.be/bkcp0JFm_Iw

In this Talent Special bonus, "Understanding the Needs of Your Talent", host Rob Brown welcomes Robyn Clark, the founder of WinningWise, an HR/Talent Management company, to share her expertise and insights on talent management and organisational success.

With over 30 years of experience working with renowned companies such as L'Oreal and the Federal Reserve Bank, Robyn brings a wealth of knowledge in designing and delivering solutions in talent management.

In this episode, Robyn will delve into various topics essential for organizations and individuals.

From an organisational perspective, Robyn will discuss the importance of succession planning and how to grow a strong bench of talented individuals within a company. She will shed light on employees' evolving needs and what people seek in their professional lives today. Furthermore, Robyn will emphasize the significance of building a positive organisational culture and why it matters for long-term success.

Switching gears to an individual perspective, Robyn will provide valuable insights on how employees can navigate their career growth effectively.

Listeners will gain practical advice on securing promotions, obtaining more rewards, and taking charge of their career trajectories.

Robyn will also address the challenges that arise when disagreements occur and share strategies to align with one's boss for greater harmony and success.

Guest Bio

Robyn Clark is the Founder and President of WinningWise, Inc., a company dedicated to developing leadership and driving sustainable change and growth. With over 30 years of experience in talent management, transformational change, and culture building, Robyn brings energy, positivity, and innovative thinking to her work. She has worked with top-tier organizations such as The Federal Reserve Bank, L'Oreal, and Discover Financial Services, helping leaders and teams achieve new outcomes. Robyn's exceptional facilitation skills, commitment to learning, and personal investment in her clients' success make her a trusted partner in driving individual and organizational capability.

Robyn LinkedIn: https://www.linkedin.com/in/robynrclark/

WinningWise LinkedIn: www.linkedin.com/company/winningwise/

Website: www.winningwise.com

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

Welcome to The Accounting Influencers Podcast YouTube channel! In this episode, host Rob Brown catches up with industry experts at Accountex 2023 in ExCeL, London, to bring exclusive insights into the accounting and finance world.

You can also watch the interviews on YouTube here

Jonathan Mifsud - https://youtu.be/0zol8isxlqo

Simon Leek - https://youtu.be/JJPWZUwy5Js

Mike Dean - https://youtu.be/wjEYJsp3JWY

Rob Brown interviews Jonathan Mifsud from Buddy, Simon Leek from Fibre CRM, and Mike Dean from WhisperClaims.

Discover the impact of technology on payroll and the industry's transformation with Jonathan Mifsud from Buddy. Gain valuable insights into collaboration with competitors and Buddy's expansion in the UK market. Find out what sets Buddy apart from others in the field and get a sneak peek into the plans for Accountex 2024. Don't miss this interview filled with exciting revelations about the future of accounting!

Next, explore the world of CRM with Simon Leek from Fibre CRM. Learn about the unique features and capabilities that differentiate FibreCRM from other CRM solutions. Simon shares the best CRM technologies, applications, and tools for success. Delve into connecting data islands with CRM and unravel the CRM philosophy. Discover the future direction of FibreCRM and Simon's contagious excitement for what lies ahead.

In another captivating interview, Rob sits down with Mike Dean from WhisperClaims to navigate the complexities of R&D tax. Gain insights into how WhisperClaims provides an overview of R&D tax and assists clients in developing effective strategies. Discover what excites Mike the most in the R&D space and how networking and partnerships shape the future of this field. Get a glimpse into the exciting developments in the world of R&D tax.

Subscribe to The Accounting Influencers Podcast YouTube channel to stay updated with exclusive interviews, valuable insights, and thought-provoking conversations. These interviews were recorded in our unique recording studio on the exhibition floor at Accountex 2023.

Episode 95. In today's interview, "Disrupters in Accounting with Emma Crawford-Falekaono"

Emma is the Head of EMEA at Ignition. She has over 15 years’ experience in Commercial, Accounting, Finance and Business Strategy environments across NZ, AU, US and UK. She started her career with a global accounting firm before taking time out to deploy with the British Military. Emma has spent the last decade on senior leadership teams of successful technology businesses including Xero, Tradify and Ignition. She founded Bastion Consulting Services in 2018, delivering consultative services to a range of international clients. She is passionate about seeing firms succeed with a focus on operational excellence, technology, team culture and delivery of strategic priorities.

Key takeaways from this episode include:

✿ how the accountancy profession has changed in recent years

✿ the argument for why accounting is an industry and not a profession

✿ why now is an exciting time for the accounting world and how firms use technology

✿ what has accelerated the adoption of technology in accounting practices

✿ who is responsible for driving change and tech adoption in accountancy firms

✿ the factors increasing the expectations of accounting firm clients

✿ how younger talent and new entrants to accounting are disrupting the profession

✿ what is driving the increased mergers and acquisition activity in accounting and fintech

✿ why a 'best in class' approach to fintech will win over 'one box, one stop shop in accounting

✿ the rise of M&A activity in accounting for both solo-owned firm and bigger ones

✿ behind the scenes insight into the rebrand from Practice Ignition to Ignition

✿ whether relationships in accounting can be automated or must remain personal

✿ how technology can make enhance client experience for accountants and CPAs

✿ women in accounting and fintech - the key issues and opportunities

✿ the reason why women tend to occupy the lower kudos, lower paid roles in accounting firms

✿ celebrating the Women in Accounting Awards and the stories behind nominations

✿ what is coming up for Ignition in coming months with events, content and campaigns

✿ what accounting practitioners might ask themselves to prompt a conversation with Ignition

✿ why accounting and fintech is at a tipping point with growth and improvement

When not at work, Emma enjoys playing and watching rugby with her husband, baby son and dog.

https://www.linkedin.com/in/emma-cf/

https://twitter.com/emscrawfs

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your...

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are

1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 29, "Inspirational Women Leaders in Accounting Panel 11" features

Ellen Choi Cofounder at Aiwyn https://www.linkedin.com/in/ellenchoi/

Maxine Brock International Marketing Director at MGI Worldwide https://uk.linkedin.com/in/maxine-brock

Orumé Agbeyegbe Hays Vice President at NYSSCPA https://www.linkedin.com/in/orum%C3%A9-hays-cpa-cgma/

Rebecca Benneyworth Principal at Rebecca Benneyworth and Co https://www.linkedin.com/in/rebecca-benneyworth-6994b114/

Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

You can also watch this on youtube here: https://youtu.be/9KG7c4N6oKI

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

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FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer...

"Soft Skills Mastery in a VUCA World: Bailey Parnell", owner of Skills Camp, emphasises the importance of soft skills in the workplace, particularly in high-pressure professions like accounting. She stresses that grit is just one element of resilience and that soft skills are often the skills that characterise our relationships with ourselves and others. Bailey also explains how the VUCA acronym, Volatility, Uncertainty, Complexity, and Ambiguity, applies to the current workplace environment and how soft skills are crucial in navigating it.

Bailey and Rob discuss the need for a growth mindset and being open to continuous learning and development. They emphasise the importance of seeking feedback and auditing one's skills to identify areas that require action, especially with the increasing automation of some roles. The speakers differentiate between optimists and pessimists and explain how having an optimistic mindset, particularly in times of change and stress, is crucial. The conversation concludes by emphasising the need for a learner-centric approach to teaching soft skills that prioritises the learners' interests and learning styles over serving the institution.

You can also watch this on youtube

Key takeaways

Soft skills are essential in accounting, as they play a significant role in building relationships with colleagues, clients, and stakeholders.

Resilience is a critical soft skill, but it's not enough. Other essential skills include stress management, empathy, and cross-cultural communication.

The VUCA (Volatility, Uncertainty, Complexity, and Ambiguity) acronym is a helpful way to describe the current workplace environment, and developing soft skills is crucial in navigating it.

To develop soft skills effectively, a learner-centric approach should be taken that prioritises the learners' interests and learning styles over institutional needs.

Having a growth mindset, seeking feedback, and auditing one's skills are essential to continuous learning and development.

Being optimistic is crucial, especially in times of change and stress. Optimism isn't necessarily about being positive or negative, but rather how one views oneself about what happens.

Bailey Parnell is a 2x TEDx speaker, Founder & CEO of SkillsCamp, and named one of Canada's Top 100 Most Powerful Women. She is an internationally-recognized entrepreneur, an active humanitarian, and an expert in soft skills training. Bailey has nearly 4 million views on her TEDx talks, and her work has been featured in Forbes, Good Morning America, CBC, and other notable media outlets. She completed her Masters in Communications and Culture at Ryerson University with research on social media's impact on mental health. This research led to the creation of her signature 5 Steps Towards #SafeSocial and a connected non-profit of the same name. Bailey is known for her skilful storytelling, confidence, research, and humour. She frequently speaks on social media and mental health, soft skills, intergenerational understanding, and being a woman in business.

Bailey's company SkillsCamp is a soft skills training company that works with businesses and educational institutions to help their staff and students develop the essential skills needed for personal and professional success - personal branding, stress management, emotional intelligence, and public speaking. Bailey's engaging and informative presentations have reached over 4 million people worldwide. Bailey enjoys wine, cheese, good TV, and "thought experiments" when she's not working. You can follow her on Instagram, LinkedIn, TikTok, Twitter, and Facebook at @BaileyParnell or @baileytaylorparnel. For more information, visit her website at baileyparnell.com or contact her at bailey@skillscamp.co

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance...

"CEO Richard Kopelman unveils Aprio's massive expansion, secret projects and shares invaluable CPA advice for global accounting success."

Richard Kopelman, CEO and Managing Partner of accounting firm Aprio, shares his personal philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision to have truly global accounting firms.

Kopelman shares how staying positive and persistent has been key to leading Aprio's tremendous growth from $70 million to $450 million in revenue. 

He emphasizes the importance of having a well-defined strategic plan and sticking to it, even though growth is never a straight line. 

Kopelman also provides insight into transitioning accounting firms beyond traditional partnership structures into more corporate models in order to scale. His vision is to have truly global accounting firms without restrictions. 

Throughout the discussion, Kopelman's passion for the profession and commitment to seizing opportunities comes through clearly.

"My personal philosophy is to stay positive and never give up. I'm not very good at taking no for an answer."

Key Takeaways:

• Staying positive and never giving up has been Kopelman's key to success in leading Aprio from $70M to $450M in revenue.
• Having a well-defined strategic plan is crucial - you need a North Star even though growth is never a straight line.
• Firms need to move beyond traditional partnership structures and embrace more corporate approaches to scale.
• Hiring great people and getting out of their way is his leadership philosophy.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

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

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

If you'd like to sponsor the show and elevate your brand with our audience, reach...

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

John Garrett, the guest on this episode, emphasizes the importance of recognizing accountants as whole individuals beyond their job titles. He encourages firms to celebrate and shine a light on the hobbies, passions, and other dimensions of their employees, acknowledging that people are more than just their work. Creating a workplace that values the worker as much as the work is key to attracting and retaining talent. John emphasizes the need to focus on the human side of individuals and build deeper relationships based on their unique interests and qualities. By embracing their individuality, accounting firms can differentiate themselves and create a more fulfilling work experience for their employees.

Guest Bio

John Garrett is a thought provoker, author, and CPA who champions the human side of professionals. He consults with organizations to create better workplaces and develop productive cultures. With a background in stand-up comedy, he brings humor and insights to his work. John is an award-winning author, two-time Emmy nominee, and has performed on over 2,000 stages. He currently resides in Denver and is a college football fan. Connect with him on Twitter at @The_JohnGarrett and check out his website at TheJohnGarrett.com. Named Top100 Most Influential by Accounting Today. https://twitter.com/The_JohnGarrett https://twitter.com/Whats_Your_And

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast 

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers 

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube 

https://www.instagram.com/accinfluencers 

https://twitter.com/accinfluencers 

https://www.facebook.com/accountinginfluencers 

Thanks to our sponsors:

Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and

"Developing Talent in Accounting Firms", Jeremy Hyman shares valuable insights for accountants looking to grow their firms. He emphasizes the changing recruitment landscape due to technology's increasing influence. While recruitment may not be their area of expertise, Hyman believes that the resource needs of accounting firms will change as more technologies become mainstream.

He highlights that the pressure points for firms lie in delivery rather than sales or winning clients. To address this, firms need to provide more enablement at lower levels within the organization or automate lower-level tasks. By doing so, they can unlock growth potential, reduce costs, and improve profitability. Hyman also discusses the impact of COVID-19 on firms, including increased demand for assistance and a backlog of work.

The conversation delves into the role of automation in removing drudge work and improving efficiency. By automating tasks like data transformation or pushing certain work back to clients through cloud accounting, firms can free up resources and enhance client satisfaction. Hyman warns against relying solely on offshoring as a short-term solution, highlighting potential cost increases and client objections.

Regarding recruitment, Hyman emphasizes that job quality is crucial. Firms need to showcase the use of technology, offer modern tools and systems, and provide meaningful and fulfilling work to attract top talent. Technology can enhance the job specification and improve the perceived value of the role for potential recruits and clients.

Key Takeaways

➤ The pressure points for accounting firms lie in delivery, not sales or winning clients. Firms should focus on enabling lower-level employees and automating tasks to reduce costs and improve profitability.

➤ COVID-19 has increased the demand for assistance from state bodies, and firms are struggling to keep up with a backlog of work.

➤ Remote work and changing client needs require firms to adapt their technology requirements and work patterns.

➤ Automation can remove drudge work from the stack, benefiting clients and staff by saving time and increasing satisfaction.

➤ Strategies like pushing work back to clients through cloud accounting can alleviate workload and improve efficiency.

➤ Offshoring may provide short-term cost benefits but can increase costs and client objections in the long run.

➤ When recruiting, the quality of the job, including technology and fulfilling work, plays a crucial role in attracting top talent and enhancing client perception.

➤ Growth opportunities for accounting firms lie in remaining independent and impressing clients through innovative approaches rather than relying on consolidation.

➤ Technology can enhance job specification and be perceived as valuable by both recruits and clients, leading to a more successful and proactive firm.

Jeremy Hyman is a seasoned professional with over 25 years of experience in the professional services sector. With a background in law and expertise as an IT manager, partner, software developer, and management consultant, Jeremy brings a wealth of technical, practical, and commercial skills to the table.

Having started his career at a prominent London-based accounting firm, Jeremy made significant contributions by chairing the UK200 IT Group, developing a document management system for accountants, and establishing an IT business within the firm. He later ventured into operating an IT services business before returning to his consulting roots and founding Jeremy Hyman Associates in 2017.

Jeremy is highly regarded for his comprehensive understanding of professional firms, technical expertise, and pragmatic approach. He provides IT leadership and guidance

Episode 83. In today's interview, "CPE or CPD Advice for Accountants with Des O' Neill."

Des O’Neill is Founder of CPDStore and an accountant by profession and training. For 20 years, he and his team have created and delivered a range of tools, training, insights, technical knowledge, methods and systems to help accountants achieve better result for themselves, for their teams, for their customers and ultimately for their families.

Key takeaways from this episode include:

➠ the importance of CPE (continued professional education) for accountants and CPAs

➠ how much CPE (or CPD - continued professional development) has become 'ticking a box' for accountants

➠ the various components of good CPE and CPD for accountants that go beyond mere technical competence

➠ the missing piece in CPE and CPD for accountants that means mere knowledge and training is not enough

➠ how good CPE or CPD needs to be applied by accountants to client situations with proper communication

➠ how accountants can access the best CPE and CPD in a world of unlimited knowledge

➠ why accounting firm leaders should see CPE/CPD strategically for individuals accountants and teams

➠ the six core components of running a successful accounting firm

➠ the single biggest limiting factor for accounting firm growth over the next few years

➠ how qualifying to be an accountant has changed over the years

➠ why the war for talent is over and why talent has won

➠ the biggest area that accounting firms get wrong and how it plays out in less than optimum performance

➠ what has prompted Jeff Bezos of Amazon has invested $100m into an accounting firm

➠ the biggest opportunity for accounting practices in coming years

➠ What is available at https://cpdstore.com - the a dedicated online CPD or CPE provider for accountants and professional advisors

➠ how accounting firms can position themselves to attract the best talent with a commitment to developing people

In his own words: "I am passionate about entrepreneurship and building better businesses. I believe accountants are uniquely positioned to build better businesses for themselves and their customers and clients too. I believe in building self-managing businesses so that accountants and their clients can focus on the more important things in life."

Des is married to Caroline and has 3 young kids, 2 dogs and 3 cats. You can contact him below:

Des on LinkedIn https://www.linkedin.com/in/desoneill

Des on Twitter https://twitter.com/omniprodes

Learn with Des: www.desoneill.com

If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...

How to leave a review on Apple Podcasts

① Open the Podcasts app on your iPhone, iPad, or Mac.

② Navigate to the page of the Accounting Influencers Podcast.

③ Scroll down to find the subhead titled "Ratings & Reviews."

④ Under one of the highlighted reviews, select "Write a Review."

Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. 

Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

NOTE TO...

Caroline Hobden talks about Accountex, the most significant accounting event in Europe, which will be held at Excel in London on the 10th and 11th of May this year.

The event will feature a variety of educational programs and a large expo with incredible stands. There will be networking opportunities, parties, and CPD to be gained. Accountants from all over the world attend Accountex, including some from as far away as Australia. The event is designed to be a level playing field for everyone, regardless of budget, and will feature various topics.

Speakers at this year's event include Brad Bur, Jeff Ram, Rebecca Be, Sharon Cook, Joe Wood, Zoe Whitman, Lee Chambers, Mo Canel, and Mark Pugh. The topics covered will include understanding menopause in the workplace, sustainability, women in leadership roles, and more.

Key Takeaways

➤ Accountex is the largest accounting event in Europe, taking place on the 10th and 11th of May at Excel in London.

➤ The event will feature a variety of educational programs, a large expo, networking opportunities, parties, and CPD opportunities.

➤ Accountants from all over the world attend Accountex, including some from as far away as Australia.

➤ Accountex is designed to be a level playing field for everyone, regardless of budget, and will feature a broad range of topics.

➤ Speakers at this year's event include Brad Bur, Jeff Ram, Rebecca Be, Sharon Cook, Joe Wood, Zoe Whitman, Lee Chambers, Mo Canel, and Mark Pugh.

➤ Topics covered at the event will include understanding menopause in the workplace, sustainability, women in leadership roles, and more.

The event is designed to meet the needs of everyone in the accounting profession and is an excellent opportunity to learn and network.

Caroline Hobden is a seasoned event professional with over 20 years of experience managing international business-to-business events. As the Director of the popular Accountex portfolio, Caroline brings her wealth of knowledge and expertise. From Accountex Summit North in Manchester to Accountex in London, virtual events, and the monthly e-newsletter Accounting Insight News, Caroline delivers top-notch events for the accounting and finance community. Connect with her on LinkedIn to stay up-to-date on the latest in the industry.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client

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

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

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

Key Takeaways:

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

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

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

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

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

Quotes:

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

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

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

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

Thanks to our sponsors:

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

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

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

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

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

https://bit.ly/AI-youtube

Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown:

➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment.

➜ Tuesday: News - Martin & Rob discuss "The Shortfall of Technical Expertise in Accounting."

➜ Wednesday: "Thought Leadership in Accounting with Matt Baldwin."

➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "Accountants & CFOs Compared with Chris Argent of GenerationCFO."

For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below.

➜ Friday: "What Works for Accountants with Writing Proposals."

➜ Saturday: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 2 - Pricing Start Up Clients."

➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days.

For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below.

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...

How to leave a review on Apple Podcasts

① Open the Podcasts app on your iPhone, iPad, or Mac.

② Navigate to the page of the Accounting Influencers Podcast.

③ Scroll down to find the subhead titled "Ratings & Reviews."

④ Under one of the highlighted reviews, select "Write a Review."

Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. 

Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

Lucy Cohen discusses the unintentional journey of becoming an influencer in the accounting profession. She emphasizes the importance of substance and expertise when sharing insights. Lucy also highlights the impact of mental health issues, such as anxiety and depression, on accountants. She encourages professionals to prioritize their mental health, seek support, and take preventive action against burnout. Lucy shares her own experiences and encourages open discussions about mental health to reduce stigma within the industry. Overall, the episode promotes self-awareness and well-being among accountants.

Lucy, the co-founder of Mazuma, is a passionate innovator and disruptor in the accounting industry. With over 20 years of experience, she leads Mazuma forward through innovation, marketing, and business development. Her inspiration for creating Mazuma came from her childhood experiences witnessing the challenges self-employed creatives face with tax and accounting. Lucy's expertise and contributions have been recognized through numerous accolades and awards, including being shortlisted for Director of the Year (Innovation) and Practice Pioneer. She is also involved in powerlifting, mentoring start-up businesses, and advocating for important causes such as improved pain relief in medical procedures. Lucy's commitment to the accounting profession and her outstanding contributions have earned her prestigious awards and acknowledgments, further solidifying her role as an industry leader.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

◣━━━━━━━━━━━━━━━━━━━━◢

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

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

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare,...

BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 5 - Not Caving to Client Pressure."

In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation.

Key takeaways from this episode include:

➩ what client pressure looks like for accountants feeling pushback on prices and fees

➩ the difference between what clients feel is a fair price for accounting services and what the accountants feel is fair

➩ the only circumstances that should lead an accountant or CPA to discount or lower their fees

➩ calling out some of the false thinking that accountants are guilty of when defending their low fees and discounting

➩ comparing accountants to lawyers and medical professionals who never really have to haggle on their fees

➩ how recurring fees induces complacency in some accountants to unnecessarily reduce their prices

➩ what accountants must do when they feel pressure to cave in on deals, proposals and fees

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If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you:

Are you a busy accountant struggling to create more revenue and career opportunities?

As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth.

This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn:

✓ What is a 'reachout' and how to create your target list

✓ How to keep in touch with your contacts and how to approach follow up

✓ How to make an introduction and extend your network by being helpful

✓ How to start a conversation with someone you don't already know

✓ How to make a new business offer without being salesy

If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day. 

DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/

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Follow Accounting Influencers on Linkedin - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies from the Accounting Influencers Podcast and events. Just go here: https://www.linkedin.com/company/accountinginfluencers

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NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective'...

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

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

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

Key Takeaways:

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

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

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

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

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

Quotes:

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

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

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

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

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

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

Thanks to our sponsors:

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

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world.

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

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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!

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FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

➺ 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:

On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "Success in Accounting" show, going live every Monday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'.

In this episode 8 of the brand new Success in Accounting podcast, we hear more live interviews from the recent International Accounting Forum and Awards 2022 which took place in London recently. AIBN were the official knowledge and broadcast partners of the event which featured the great and the good in the world of accounting networks, associations, alliances, institutes and professional bodies. Also present are representatives from large accounting firms (including top 4) and prestigious software/fintech vendors to the profession. https://arena-international.com/iaf/

Guests interviewed by Rob Brown on this show are:

1. Phil Hobden, Head of Digital Sales at Wolters Kluwer UK https://www.linkedin.com/in/philhobden/
2. Clive Viegas-Bennett, CEO MGI Worldwide https://www.linkedin.com/in/cliveviegasbennett/

Enjoy the live buzz of the event! If you'd like to book for 2023, the date is 29 June.

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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: https://twitter.com/accinfluencers

➺ Facebook: https://www.facebook.com/accountinginfluencers

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On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "Success in Accounting" show, going live every Monday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'.

In this episode 6 of the brand new Success in Accounting podcast, we hear more live interviews from the recent International Accounting Forum and Awards 2022 which took place in London recently. AIBN were the official knowledge and broadcast partners of the event which featured the great and the good in the world of accounting networks, associations, alliances, institutes and professional bodies. Also present are representatives from large accounting firms (including top 4) and prestigious software/fintech vendors to the profession. https://arena-international.com/iaf/

Guests interviewed by Rob Brown on this show are:

1. Sarah Broderick, Head of Customer Success at Circit https://www.linkedin.com/in/sarahlbroderick/
2. Andrew Leck, CEO at MSI Global Alliance https://www.linkedin.com/in/andrewleck/
3. Lianne Gatti, Country Manager at Konsolidator https://www.linkedin.com/in/lianne-gatti-46a88a20/

Enjoy the live buzz of the event! If you'd like to book for 2023, the date is 29 June.

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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: https://twitter.com/accinfluencers

➺ Facebook: https://www.facebook.com/accountinginfluencers

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As part of this Success in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?

You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.

Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.

You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.

Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.

By going to https://accountinginfluencers.com 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:

In this episode of the Accounting Influencers Podcast hosted by Rob Brown, guests Brad Burton, Mark Edmondson, and Philippa Haynes share their insights on personal growth and business success. Brad Burton shares his inspiring journey from a difficult upbringing to becoming the UK's number one motivational business speaker. He emphasizes the importance of self-belief and letting go of past failures to embrace new opportunities. Mark Edmondson highlights the significance of confidence in the accounting profession, describing accountants as the cornerstone of business success. He commends Accountex for its quality and recognizes the vital role accountants play as counselors and advisors during challenging times. Philippa Haynes discusses the need to move forward and adapt to the new world, emphasizing the power of focusing on positive influences and avoiding negativity.

Guest Bio

Brad Burton is a successful motivational speaker and accomplished businessman. He's the highest-rated motivational business author on Amazon, the UK's No.1 Motivational Business speaker, and the founder of the largest business network in the UK. Despite facing challenges, including growing up on a council estate and personal debt, Brad's resilience and determination led him to achieve remarkable success.

Mark Edmondson is a visionary leader who founded Inflo, a revolutionary platform empowering accounting firms with advanced technology. With a background in auditing and consulting at a Big Four firm, Mark's expertise extends to developing cutting-edge software and methodologies. He regularly shares his insights on the future of accounting as a keynote speaker at international conferences.

Philippa Haynes specializes in helping accountants and bookkeepers stand out in a competitive industry. Her guidance enables professionals to showcase their skills and value, establishing themselves as distinguished experts. Philippa's expertise empowers individuals to differentiate themselves and thrive in their careers.

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

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

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

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

Key Takeaways:

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

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

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

Thanks to our sponsors:

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

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

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

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

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

https://bit.ly/AI-youtube

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.

We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.

You can view this episode on Youtube here: https://youtu.be/-Iz8GJtQmQs

Your commentators and thought leaders in this bonus series include:

Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/

Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/

Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/

Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/

Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/

Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/

Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/

Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/

We cover the following areas in these bonus episodes:

A. 2022 in review

1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

2. What kind of shape is the accounting profession in as we emerge from the pandemic?

3. If you were a teacher giving accountants a school report, how would you grade them?

4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

1. What will be the main challenges for accountants and firms in the coming year?

2. Where will accounting firms find their biggest opportunities in the coming year?

3. What will separate the good accounting firms from the great ones in 2023?

4. What will happen to the complacent accounting firms who won't/can't change?

5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?

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 thing

You can also watch a video of this episode on Youtube here: https://youtu.be/AFZY1krsFwA

Sarah 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.

"The CFO-Accountant Relationship", host Rob Brown interviews guest Steve Rosvold, who shares his insights on the skills accountants need to develop to grow their firms. Rosvold emphasizes the importance of improving communication skills and developing insights beyond just financial statements. He believes accountants must become business advisors and compete with other companies by leveraging their unique insight into their clients' financial information.

Rosvold also discusses the role of the CFO and how it can be a stepping stone to the CEO role. He shares his four pillars of CFO success: accounting, finance, treasury, and leadership. Rosvold details the accounting pillar covering governance and internal controls, recording transactions, and reporting accurate and timely financial statements.

Overall, this episode is aimed at accountants looking to improve their skills and become more than just number crunchers. It provides valuable insights into the changing role of accountants in today's business landscape and how they can position themselves for success.

Key Takeaways

➤ Accountants must improve their communication skills and develop insights beyond financial statements to become successful business advisors.

➤ The CFO role is an exciting avenue for those interested in leading companies, and it's becoming a stepping stone to the CEO role.

➤ Rosvold's four pillars of CFO success include accounting, finance, treasury, and leadership. The accounting pillar covers governance and internal controls, recording transactions, and reporting accurate and timely financial statements.

➤ The partnership model can work well for public accountants and consulting companies today.

➤ Emotional intelligence and managing the customer experience are crucial skills that accountants need to develop to compete with larger firms like McKinsey and Boston Consulting.

➤ Attestations and audits will continue to be significant revenue streams for accountants, but they must also focus on becoming trusted business advisors to their clients.

Steve Rosvold is the Founder of CFO.University, a professional development platform for finance leaders built on the four pillars of CFO success: Accounting, Finance, Treasury, and Leadership. With 20 years of corporate finance leadership experience, he developed the ability to drive change, improve profitability, and ensure long-term financial health. Steve lives in Vancouver, WA, with his wife, and is an avid bicyclist who once pedaled 275 miles in one day. Learn more about CFO.University on their website.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content:

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 24, "The Problem with Men - Rethinking Masculinity Pt 1."

You can also watch this on youtube here: https://youtu.be/oDJWg1Jt9z8

Dan Stanley is a retired award-winning senior army commando, a former national sporting champion and author of Amazon bestseller, Rethinking Masculinity: A moderns man’s guide to succeeding in life; a book that illustrates and challenges the dysfunction of modern day masculinity.

In 2017, Dan experienced a midlife crisis; it nearly cost him his sanity and marriage but the adversity he experienced proved the catalyst for him changing his life’s trajectory. Now, Dan is an expert in men’s development and performance and is the founder of BetterMen, a coaching practice working exclusively with men.

Key takeaways from this episode include:

✿ why we need to rethink masculinity and what it means to be a man, especially in the business world

✿ quoting Tony Robbins - "Success without fulfilment is the ultimate failure"

✿ the challenges of gender conditioning, social expectations and a turbulent world on the mindsets of working men

✿ the problems men encounter in trying to be strong, to stay silent, to not share vulnerabilities and to convey they are successful

✿ the five big challenges men face in their professional and personal lives that affect performance and mental health

✿ practical strategies men can deploy to be better without being overwhelmed, undermined and under pressure

Dan has enabled clients to improve their wellbeing, relationships and work life balance, to change or re-ignite their careers, save their marriages and exit businesses for 7 figure sums.

https://www.linkedin.com/in/dan-stanley-bettermen/

https://www.better-men.uk/ to get a free copy of Dan's book

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A reminder of 5 great shows in the Accounting Influencers Podcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

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FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show:

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

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

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

Key Takeaways:

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

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

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

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

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

Quotes:

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

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

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

Thanks to our sponsors:

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

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

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

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

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

https://bit.ly/AI-youtube

Mark Fritz shares valuable insights on effective leadership and driving change within accounting firms. Drawing from his extensive international experience, Mark discusses the importance of adaptability in leadership and the need to embrace evolving leadership roles.

Mark highlights how the pandemic has intensified the demand for effective leadership, particularly in leading across different generations. He emphasizes the role of leaders as role models and the significance of being forward-thinking to engage and empower teams. The conversation also explores the challenges of remote work and the importance of fostering informal connections within organizations.

Furthermore, Mark delves into the psychology behind micromanagement and the need for leaders to trust their teams and let go of control. He provides practical strategies for gaining trust and fostering a culture of accountability through asking the right questions and focusing on progress.

This episode offers valuable insights for accountants looking to enhance their leadership skills and drive positive change within their firms. Mark's expertise in leadership development and his unique perspectives provide actionable strategies for accountants aiming to become effective and adaptable leaders in an evolving business landscape.

Mark Fritz is an accomplished leader with a focus on leading change across distances and cultures. With an extensive international career, Mark has led enterprise-level change programs in diverse markets such as Egypt, Netherlands, Italy, and Japan. He has excelled in driving transformation and reengineering efforts, successfully leading virtual organizations and building strong, diverse teams.

As a leadership specialist, Mark has worked with executives and organizations worldwide, helping them transform their leadership habits and achieve better results. With mentoring and masterclasses delivered in over 50 countries, Mark brings his expertise to prestigious business schools, including IE Business School and HEC, teaching courses on leadership and influence. He also designs bespoke leadership programs within organizations to strengthen leaders and equip them with the tools for growth and success.

Mark's personal journey has taken him across the globe, living in various countries and working in over 50 countries. Currently based in London with his Japanese wife, Mark finds joy in playing golf and cherishes the opportunity to work with people from different cultures and backgrounds, recognizing the value of learning from such experiences.

Known for his focus on empowering leaders to stop micromanaging and instead foster a mindset of ownership and achievement, Mark helps leaders unlock their team's potential. Through impactful keynotes and masterclasses, he delivers inspirational experiences packed with practical advice and actionable steps.

With a dedication to driving performance, influencing others, and mentoring, Mark's thought-provoking sessions and ongoing support make him an integral part of any organization's growth journey. His unique blend of inspiration and practicality leaves audiences with clear actions and a desire to become the leaders they aspire to be.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "Success in Accounting" show, going live every Monday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'.

In this episode 4 of the brand new Success in Accounting podcast, we hear more live interviews from the recent International Accounting Forum and Awards 2022 which took place in London recently. AIBN were the official knowledge and broadcast partners of the event which featured the great and the good in the world of accounting networks, associations, alliances, institutes and professional bodies. Also present are representatives from large accounting firms (including top 4) and prestigious software/fintech vendors to the profession. https://arena-international.com/iaf/

Guests interviewed by Rob Brown on this show are:

1. Stuart Handley, SVP of Marketing and Communications at SIlverfin https://www.linkedin.com/in/stuarthandley/
2. John Toon, Tech Strategy Lead at Beever and Struthers https://www.linkedin.com/in/johntoon/
3. Tom Dinwiddy, Senior Enterprise Account Executive at Dayshape https://www.linkedin.com/in/tomdinwiddy/
4. Simon Montague, Senior Enterprise Account Executive at Dayshape https://www.linkedin.com/in/simon-montague-33b9907/

Enjoy the live buzz of the event! If you'd like to book for 2023, the date is 29 June.

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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!

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FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

➺ 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

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Episode 117. In today's news episode, we discuss "Flexible Work Patterns in Accountancy Firms."

Key takeaways from this episode include:

✓ shout out to Barry Ross, partner at Crossland Employment Solicitors for the original article

✓ why there is no return to how things used to be pre-pandemic in the business world

✓ what the new normal is now with a hybrid workplace

✓ what hybrid working allows accounting firms to do with their recruitment strategies

✓ the challenges that arise for accountancy firms with hybrid working and remote workplaces

✓ how accounting staff recruited in the pandemic have only ever known remote working

✓ the importance of employment contracts for new accounting hires

✓ whether accounting firm employees can actually demand flexible working with location of work and hours of work

✓ answering the question 'how far can accounting firm employees actually live from their office?'

✓ the key issues that arise for accountancy practices with the new world of work post-pandemic

✓ the need for compromise between staff and employers if accounting firms are to stay competitive, service clients and drive growth

✓ how flexible work patterns can help accounting firms differentiate and attract talent

Source:

https://accountinginfluencers.captivate.fm/episode/flexible-work-patterns-in-accountancy-firms

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...

How to leave a review on Apple Podcasts

① Open the Podcasts app on your iPhone, iPad, or Mac.

② Navigate to the page of the Accounting Influencers Podcast.

③ Scroll down to find the subhead titled "Ratings & Reviews."

④ Under one of the highlighted reviews, select "Write a Review."

Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. 

Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the...

"The Power of a Pipeline for Accountants: Ed Warren"

Rob Brown sits down with Ed Warren, an accomplished sales executive with over 25 years of professional services sales and marketing experience. Ed works for Sage, a large accounting software firm, and helps accountants grow their outsourced accounting practice.

Ed shares his insights on how the accounting industry has been affected by the Covid-19 pandemic and what the future may hold for the industry. He believes that while the accounting firm space is in a good place given the circumstances, there is also a bit of complacency as they have weathered the storm reasonably well. However, staffing is a huge issue right now, and the industry will have to figure out how to adjust to players with different values than the legacy partner.

Ed also discusses the importance of the trusted advisor relationship that accountants have with their clients. He shares tips on how firms can increase their revenue through client advisory services, including cross-selling other services to clients such as wealth management, family office, and retirement planning. He emphasizes the importance of making conscious decisions to go after higher volume, higher margin clients to provide a better client experience and where the team is treated with respect.

Key takeaways

➤ Staffing is a significant issue for accounting firms, as younger generations value work-life balance and giving back to their communities more than partnership and equity.

➤ To stay competitive, accounting firms must adapt to changing software technologies, such as cloud-based ERP solutions and tax and compliance software.

➤ Blockchain and other technologies in the venture stage could significantly impact the audit process in the next five to ten years.

➤ Firms should focus on developing trusted advisor relationships with their clients and consider pruning their book of business to eliminate unprofitable relationships and replace them with clients who will pay their fees and treat their employees well.

➤ Cross-selling other services to clients, such as wealth management, family office, and retirement planning, can create a multiplier effect and lead to multiple business streams.

➤ Conducting a pipeline review and focusing on individuals expected to bring in new business is essential. Still, it's also crucial to have honest conversations with clients regarding the value of relationships and the lifetime value of a client.

➤ Having tough conversations with clients regarding billing rates and ensuring that the billing is fair for the work done is essential for maintaining a successful practice.

Ed Warren is an accomplished sales executive with over 25 years of professional services, sales and marketing experience. He has worked in marketing, business development, and practice growth roles in Top 100 and Top 200 CPA firms. Ed is a fractional Chief Growth Officer for cloud accounting firms, helping them grow their outsourced accounting practice. He is a board member and finance committee chair of the Association for Accounting Marketing (AAM) and currently serves as the treasurer of AAM.

Aside from his professional work, Ed is an avid jogger, running 3 to 4 days per week, typically between 3 & 5 miles per run. He completed a Tough Mudder with his former managing partner and enjoys cooking, grilling, photography, and beach vacations with his wife, Marcia.

Ed is active on Twitter, where he can be found at @EdwardDWarren, and on LinkedIn at http://linkedin.com/in/edwarddwarren. He is also offering a free eBook download titled "7 Tips to Increase Revenue with Client Advisory Services," which can be found at

Episode 127. In today's news episode, we discuss "Accountant Hiring at Record Levels (in Industry)."

Key takeaways from this episode include:

★ shout out to the new podcast shows we are launching

★ citing research to prove hiring of accountants into industry and commerce is rising rapidly

★ why accounting firms might be losing out to accounting talent who see more career opportunities outside practice

★ the range of career options available to professionals with accounting qualifications

★ why it is no longer sustainable for companies and accounting firms to charge their people with manual, repetitive, automated and tedious work

★ the importance of employer brand and why firms must work hard to offer support and career progression to new hires

★ the high attrition rates of accounting staff from firms and why it presents massive problems

★ the opportunities for accountancy practices to stand out as an employer of choice

★ what potential new accounting hires are truly looking for in prospective employers

Original Source: Commerce and Industry accountant hiring at record levels

https://www.theaccountant-online.com/news/commerce-and-industry-accountant-hiring-at-record-levels

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show's 26,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...

How to leave a review on Apple Podcasts

① Open the Podcasts app on your iPhone, iPad, or Mac.

② Navigate to the page of the Accounting Influencers Podcast.

③ Scroll down to find the subhead titled "Ratings & Reviews."

④ Under one of the highlighted reviews, select "Write a Review."

Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. 

Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

Jim Bourke discusses the excitement surrounding AI and technology in the accounting profession. He highlights the impact of AI and technologies like chat GPT on the industry, emphasizing the need for accountants to embrace innovation. Jim also addresses the challenges faced by accountants, including regulatory constraints and the slow adoption of new technologies by legacy vendors. He encourages accountants to consider best-of-breed solutions and emphasizes the importance of open APIs for seamless integration between different software applications. Jim concludes by discussing the positive changes happening in the profession and the increased collaboration between legacy vendors and new technology providers.

Jim is a Partner and the Managing Director of Withum’s Advisory Services practice, which includes professional consultants in the areas of management consulting, cyber and information security, business advisory, transaction/M&A advisory, risk advisory and SOC services.

Jim, and many of the group’s members have earned the American Institute of CPAs (“AICPA”) credential, Certified Information Technology Professional (“CITP”). The CITP credential is the only credential offered by our profession to individuals who have expressed a proficiency in information technology concepts as found in an extensive body of knowledge developed by the AICPA. There are only 2,400 CITPs nationwide, with Jim being one of the first CPAs in the nation to receive the designation, and he was also elected as Chair of the AICPA’s CITP Credentialing committee.

Jim is a sought-after global speaker on all issues involving technology, the profession and business advisory. He has keynoted and presented at many global conferences around the world to many different industry groups. In addition, Jim is a well-respected leader in the accounting profession, having served as President of the New Jersey Society of CPA’s. Jim is frequently consulted by accounting firms around the globe to assist in building out advisory practices and to help with technological challenges associated with growth and client service.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

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

Is the accounting profession facing an existential crisis? How can accountants stay relevant in a rapidly changing world?

Rob Brown brings together three industry experts to discuss the future of accounting and the challenges facing the profession. Laura Day-Henderson, Michael Hsu, and Alan Morgan share their insights on the threats to accounting, the resistance to change within the industry, and the need for a shift in focus from compliance to advisory services.

The panel explores the role of technology, talent acquisition, and education in shaping the future of accounting. They discuss the importance of soft skills, the need for a more entrepreneurial mindset, and the potential for accountants to provide tremendous value to businesses. The conversation also touches on the role of professional bodies, the impact of AI, and the opportunities for specialization within the field.

Key Takeaways:

• Relevancy is a major challenge for the accounting profession 
• Resistance to change is holding accountants back from embracing new technologies and practices 
• There's a need to shift focus from compliance to advisory services and providing value to business owners 
• Education and training in technology, including AI and coding, will be crucial for accountants in the future 
• The accounting profession offers diverse opportunities for specialization and passion-driven careers 

Quotes:

"I think the biggest threat to us is ourselves. We have a resistance to change." - Laura Day-Henderson

"We need to start seeing the application of accounting to achieve dreams, aspirations of businesses, or even personal lives." - Michael Hsu

You can watch this episode and more on our YouTube Channel

https://youtu.be/piLILTD0rnc

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

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

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Thanks to our sponsors:

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

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

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

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

You can...

Episode 54. In today's practical episode, "What Works to Help Accountants Turn Conversations into Business."

Key takeaways from this episode include:

✓ how everyday conversations and scenarios can be turned into new business opportunities for accountants

✓ the need for scripts, actual words to say and pre-planned questions to help CPAs and accountants make things happen

✓ how some accounting professionals still need the basics of good eye contact, firm handshake etc spelled out for them

✓ the question most commonly asked when one human meets another, and how to turn it into a business opening

✓ a reminder of the difference between open and closed questions, with no apologies for accountants for doing the basics

✓ the perfect reply to 'how is business?' that will open a door for accountants and CPAS, rather than close it

✓ the problem for accountants with telling people that you're busy, and what you should be adding onto that claim

✓ the power of social proof in generating new business opportunities that will make accounting clients say 'me too'

✓ what accountants should follow up with after asking a prospect or client how their business is going

✓ why accounting professionals don't need all of the answers, but the questions are more important

✓ turning your elevator pitch or the 'what do you do?' question into a new business conversation for CPAs and accountants

✓ a great, rejection-free question accountants can ask a prospect to create a new advisory conversation with clients and prospects

******************************

Are you a busy accountant struggling to create more revenue and career opportunities?

If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you:

As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth.

This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn:

✓ What is a 'reachout' and how to create your target list

✓ How to keep in touch with your contacts and how to approach follow up

✓ How to make an introduction and extend your network by being helpful

✓ How to start a conversation with someone you don't already know

✓ How to make a new business offer without being salesy

If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day. 

DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/

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Need CPE/CPD? Continuing professional education for accountants on the move...

Get points for Continuing Professional Education /Development by listening to the Accounting Influencers Podcast. Earmark CPE is the exclusive CPE/CPD partner for the podcast. The partnership is NASBA-approved meaning...

Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown:

➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment.

➜ Tuesday: News - Martin & Rob discuss "Accounting Influencers Podcast Broadcasting LIVE at Accountex."

➜ Wednesday: "Selling Client Accounting Services with Hitendra Patil."

➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants to Attract Grade A Clients."

➜ Friday: "Building a Stellar Accounting Career with Sam Allred."

➜ Saturday: a short bonus episode from the client's perspective - "Why They Didn't Buy Part 8 - You Can't Price Properly." Great CPE or CPD for accountants with tips on pricing more effectively with client engagements.

➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days.

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show's 21,000 unique listeners in 150 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you:

Are you a busy accountant struggling to create more revenue and career opportunities?

As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth.

This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn:

✓ What is a 'reachout' and how to create your target list

✓...

Steve Cox, Director of Business Intelligence @ IRIS Software Group, shares what works for accountants and CPAs during and post busy tax seasons.

Rob and Steve discuss the international prevalence of busy seasons, and the impact it has on accountants in terms of long hours, stress and mental health.

Steve provides advice for accountants on how to get through busy season and how to reflect afterwards on what went well and what could improve. He emphasizes the importance of long-term planning and strategy, reviewing your client list, and looking at processes and workflows.

Steve also discusses the role of software vendors in supporting accountants during busy season. He predicts that busy season will continue but technology and benchmarking can help smooth out the cycles.

Key Takeaways:

• Busy season is an international phenomenon, with accountants worldwide facing intense workloads leading up to tax deadlines.
• Busy season takes a toll on accountants through sleep deprivation, stress, and negative impacts on health and family life.
• After busy season, accountants should reflect on what went well, what could improve, and what's in their control to change.
• Long-term planning and strategy is critical rather than just focusing on the short-term. Review your client list and staff wellbeing.
• Software vendors play a key role in supporting accountants during busy season as an agony aunt and shoulder to cry on.
• Technology like AI may make compliance tasks easier but won't eliminate busy seasons. Knowledge sharing will help.

"Frazzled is a really good word to describe them because there isn’t much else you can say. It is all those long hours take their toll."

"Is life going to get easier for an accountant? No. Everyone seems to be thinking that AI is either going to come and replace their jobs or make their lives easier."

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

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Episode 120. In today's interview, "How Clients Can Educate Accountants: Susan Bryant"

Susan Bryant is a CPA with a vision to help business owners achieve their dreams. She has been voted Top 50 Women in Accounting and works with the MB Group leading lead the Accounting Services team. Her favorite roles are being the architect of accounting processes, an M&A advisor and tax strategist. Susan’s passion is transforming the lives of business owners by bringing order to the finance function and alleviating stress around taxes through proper and timely planning.

Key takeaways from this episode include:

》shout out to Susan's previous interview on what makes a good accounting client https://bit.ly/38F7rdn

》what accountants should do to ensure their clients step up to be better clients

》top tips for accountants to manage the expectations of their client

》what makes the good accountants great in terms of going beyond compliance for their clients

》what turns a good accounting client into a great one - the dynamics of a great client-accountant relationship

》the importance of accounting clients treating their advisors as partners rather than mere suppliers of a service

》when accounting advice becomes more emotional and and relationship based for clients

》how very few business owners have a good knowledge of what their accountant actually does

》examples of questions accountants can ask their clients to improve their relationship and service

》the questions and topics business owners should be bringing up with their accounting advisors

》whether clients can and even should focus on making their accountants better advisors

》the options for accounting firm clients who are not happy with what their professional advisors are doing

》how coachable accountants and CPAs are as a breed and why few are interested in developing

》the importance for business owners to be clear on what they want from their accountant and vice versa

》the key elements of the discovery call for accountants and prospective clients

》what business owners should be asking a potential new accounting advisor before hiring them

》the kind of things that make business owners switch CPA firms or accounting advisors (and what doesn't)

》the biggest thing accountants and the accounting profession needs to work on to improve the sector's image

》what it means for accountants to actively help their clients to fulfil their dreams

》the need for accountants and CPAs to have their own dreams and visions so they transform themselves

》the difference between incremental change and significant transformation for accountants and their clients

Outside work, you'll find Susan whipping up new dishes in the kitchen, shopping at the mall with her teenage daughters, planning (in excruciating accountant-like detail) her next vacation and, if it's Christmas-time, glued to the Hallmark Channel. 

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

https://twitter.com/MBGroupSusanB

https://www.mbgcpa.com

Check out Susan's previous interview on the show:

Accountants - Make Good Clients Great: Susan Bryant

https://bit.ly/38F7rdn

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant...

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

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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!

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FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

➺ 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:

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.

We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.

You can also watch this interview with Sam Loui on Youtube: https://youtu.be/Y4aB7FTuCbM

Your commentators and thought leaders in this bonus series include:

Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/

Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/

Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/

Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/

Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/

Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/

Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/

Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/

We cover the following areas in these bonus episodes:

A. 2022 in review

1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

2. What kind of shape is the accounting profession in as we emerge from the pandemic?

3. If you were a teacher giving accountants a school report, how would you grade them?

4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

1. What will be the main challenges for accountants and firms in the coming year?

2. Where will accounting firms find their biggest opportunities in the coming year?

3. What will separate the good accounting firms from the great ones in 2023?

4. What will happen to the complacent accounting firms who won't/can't change?

5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

BONUS: a short bonus episode from the client's perspective - "Why They Didn't Buy Part 8 - You Can't Price Properly." Great CPE or CPD for accountants with tips on how to be more confident and effective with their pricing.

Key takeaways from this episode include:

✓ why an accountant never wins a new business client or deal because they are the cheapest

✓ what happens when an accounting professional is unsure how to price a deal or engagement

✓ the difference for accountants between a quote and a proposal when trying to win new clients

✓ a recap on the 'magic of 3' tiered or menu pricing approach used by many accountants

✓ the problems with menu based pricing when accounting clients ask for something specific

✓ what a 'hand on heart' price looks like for accountants pitching for new work

✓ when a pricing conversation or negotiation collapses between accounting practitioners and potential new clients

✓ the dangers for an accountant of trying to automate every aspect of the quoting and pricing process for prospects

✓ why checklists do not work for accountants who are trying to build relationships when they sell

✓ what comparing dating with attracting new clients looks like for accounting professionals

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

Episode 96. On this week’s Accounting Influencers Podcast:

➜ News - Rob looks at "Social Media Trends & Tik Tok's Place in Accounting." 

➜ Special Guest Interview: "Data & Finance Analytics Services with Chris Argent."

➜ Rob shares practical advice and tips for accounting practitioners on "What Works for Accountants with Presence & Gravitas."

➜ Expert Interview: "The 3 Kinds of Modern Day CFO with Kevin Appleby."

For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below.

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Need CPE/CPD? Continuing professional education for accountants on the move...

Get points for Continuing Professional Education /Development by listening to the Accounting Influencers Podcast. Earmark CPE is the exclusive CPE/CPD partner for the podcast. The partnership is NASBA-approved meaning accreditation and certification counts in most countries. NASBA stands for National Association of State Boards of Accountancy. Download the Earmark CPE mobile app here https://earmarkcpe.com

Here's how it works:

① SELECT A COURSE. Download the mobile app, search for Accounting Influencers and start a course. Complete each learning activity at your own pace.

② LISTEN TO AUDIO. Learn by listening to podcast episodes. Listen when you’re driving to work, working out, or doing chores.

③ TAKE THE QUIZ. Confirm you’ve learned the material by taking the short quiz at the end of the course. Score 75% or higher to pass.

④ GET YOUR CPE. Click 'Email CPE' and your CPE certificate arrives via email in your inbox. Earmark helps by keeping track of all your CPE earned through the app.

When was the last time you took a free CPE/CPD course that taught you something you didn’t already know? Most accountants and CPAs these days prefer to earn CPE from live webcasts, webinars or formal training. The problem is, you end up picking courses based on what fits your schedules, not what’s most relevant to your professional development needs.

With the Accounting Influencers Podcast partner Earmark CPE, you can earn credits whenever you want, wherever you go. Multitask and be more productive while listening to accounting and tax podcasts. When you’re done listening, complete the handful of quiz questions to access your CPE/CPD certificate.

UNCHAIN FROM YOUR DESK AND BE MORE PRODUCTIVE

With the rise of remote and hybrid work, you’re spending more time in front of your computer than ever before. So get out from behind your desk and learn while you listen to podcasts on the Earmark CPE mobile app for Android and iOS.

STOP STRESSING ABOUT EARNING ENOUGH CREDITS

By using the Earmark mobile app every week for free, you’ll be sure to earn enough CPE credits to make your license renewal/CPD accreditation a breeze. Say goodbye to the pain of cramming in courses/training at the last minute.

LEARN SOMETHING NEW FROM FREE CPE/CPD FOR ACCOUNTING PROFESSIONALS

Let’s be honest. Most free CPE/CPD courses aren’t that great. The Accounting Influencers Podcast contributes to a growing library of educational, entertaining and on-demand accounting and tax podcasts. As a result, you can actually learn something new while you check that CPE/CPD box.

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NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a

Episode 76. On this week’s Accounting Influencers Podcast:

➜ News - Martin & Rob discuss "How Accounting Firms Thrive in a Competitive Market." 

➜ Special Guest Interview: "Mental Wellbeing for Accountants with Richard Hattersley."

➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "What What Works for Accountants with Client Surveys."

➜ Expert Interview: "Career Advice for Accountants & CPAs with Randy Crabtree."

For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below.

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Need CPE/CPD? Continuing professional education for accountants on the move...

Get points for Continuing Professional Education /Development by listening to the Accounting Influencers Podcast. Earmark CPE is the exclusive CPE/CPD partner for the podcast. The partnership is NASBA-approved meaning accreditation and certification counts in most countries. NASBA stands for National Association of State Boards of Accountancy. Download the Earmark CPE mobile app here https://earmarkcpe.com

Here's how it works:

① SELECT A COURSE. Download the mobile app, search for Accounting Influencers and start a course. Complete each learning activity at your own pace.

② LISTEN TO AUDIO. Learn by listening to podcast episodes. Listen when you’re driving to work, working out, or doing chores.

③ TAKE THE QUIZ. Confirm you’ve learned the material by taking the short quiz at the end of the course. Score 75% or higher to pass.

④ GET YOUR CPE. Click 'Email CPE' and your CPE certificate arrives via email in your inbox. Earmark helps by keeping track of all your CPE earned through the app.

When was the last time you took a free CPE/CPD course that taught you something you didn’t already know? Most accountants and CPAs these days prefer to earn CPE from live webcasts, webinars or formal training. The problem is, you end up picking courses based on what fits your schedules, not what’s most relevant to your professional development needs.

With the Accounting Influencers Podcast partner Earmark CPE, you can earn credits whenever you want, wherever you go. Multitask and be more productive while listening to accounting and tax podcasts. When you’re done listening, complete the handful of quiz questions to access your CPE/CPD certificate.

UNCHAIN FROM YOUR DESK AND BE MORE PRODUCTIVE

With the rise of remote and hybrid work, you’re spending more time in front of your computer than ever before. So get out from behind your desk and learn while you listen to podcasts on the Earmark CPE mobile app for Android and iOS.

STOP STRESSING ABOUT EARNING ENOUGH CREDITS

By using the Earmark mobile app every week for free, you’ll be sure to earn enough CPE credits to make your license renewal/CPD accreditation a breeze. Say goodbye to the pain of cramming in courses/training at the last minute.

LEARN SOMETHING NEW FROM FREE CPE/CPD FOR ACCOUNTING PROFESSIONALS

Let’s be honest. Most free CPE/CPD courses aren’t that great. The Accounting Influencers Podcast contributes to a growing library of educational, entertaining and on-demand accounting and tax podcasts. As a result, you can actually learn something new while you check that CPE/CPD box.

◤━━━━━━━━━━━━━━━━━━━━◥

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a...

Episode 89. In today's practical episode, "What Works in Accounting with Employer Brand Websites." In these segments, we pick out key trends and events in accounting and fintech media and analyse/interpret them for accountants in practice.

Key takeaways from this episode include:

⍟ how the future of work and talent has changed for accounting firms and CPAs over the last couple of years

⍟ the drivers behind the 'great resignation' in accounting and finance plus many other sectors

⍟ the percentage of workers who would leave their current employer within 6 months if they were not happy

⍟ the current skills shortage and it's effect on accounting practices in most countries

⍟ the three brands accountants and accounting firms must intentionally build

⍟ the problem with most accounting practice websites and how it confuses people searching for you on Google

⍟ what potential clients of are looking for when they visit the website of an accounting firm

⍟ what potential employees and talent need to see when they go to an accounting practice website

⍟ causes of attrition or staff churn in accounting firms who do not properly look after their employees

⍟ the recalibration and introspection taking place with accounting professionals who are considering career or employer switches

⍟ the importance for accountants of autonomy in their work and having their hands on the steering wheel of their career

⍟ the mistakes accounting firm websites make with poor first impressions and conflicting messages for visitors

⍟ questions your existing employees, team members and staff need to be answering to convince potential hires to work for your firm

⍟ why accountants should treat talent and candidates like clients and current staff

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We'd love to get to know you!

Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms:

➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm

➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ

➺ Twitter: https://twitter.com/accinfluencers

➺ Facebook: https://www.facebook.com/accountinginfluencers

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NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge,...

Rob Brown interviews Katie Thomas, a podcasting expert, about the benefits of podcasting for accountants and finance professionals. Katie makes a compelling case for why podcasting is worth the investment of time and resources, even in a crowded space with over 5 million active podcasts.

Katie explains how podcasting helps build relationships and trust with both existing and prospective clients. It establishes you as an expert in your niche and gives you a platform to share valuable insights. Podcasting also generates content that can be repurposed across social media, your website, and other marketing channels.

Katie also offers practical tips for getting started, like batch recording episodes in advance for busy seasons and working with a professional agency so you only have to focus on the recording.

Key Takeaways:

➯ Podcasting builds trust and relationships with your audience.

➯ It establishes you as an expert in your niche.

➯ A podcast spearheads content that can be repurposed across channels.

➯ You don't need millions of listeners to benefit.

➯ Consider hiring an agency to handle production so you simply have to record.

"Podcasting is a way that you can build peri-social relationships. So you don’t have to go out 1 by 1 to all these people listening to your podcast or consuming your content that. your content that’s a byproduct of that podcast, but rather those people, they feel like they know you, they like you, they trust you, but you’re doing it on a mass scale."

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

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Thanks to our sponsors:

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

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

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

You can also...

Randy Johnston takes listeners through the history of artificial intelligence (AI) and its relevance to accountants. He shares insights on the development of computer vision, voice recognition, and neural networks over the years. Randy highlights key milestones such as Microsoft's AI-based operating system in 1995 and the emergence of generative AI with OpenAI's ChatGPT models. He explains how these models utilize large language models to produce accurate answers by analyzing vast internet content. Randy emphasizes the importance of accountants researching and using AI while acknowledging the risks associated with privacy and confidentiality. He discusses the concerns and debates surrounding AI regulations and encourages listeners to stay updated on the rapidly evolving landscape of AI.

Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

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

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

If you'd like to sponsor the show and

Episode 52. In today's news episode, we discuss "Accountants - Would You Pay $7m for a 30s Superbowl Ad?"

Key takeaways from this episode include:

＞ shout out to Rich Hattersley of Accounting Web reporting on Turbo Tax's big advertising spend

＞ why an intuit-backed tech offering would spend $.5m for a 30 second ad and why nobody in accounting can match this spend

＞ how big ad spends are also happening in the UK and non US countries for accounting software companies with big pockets like Sage and Xero

＞ who is really driving the MTD (Making Tax Digital) agenda here in the UK (it's not the HRMC tax authorities)

＞ the real play behind big spending ads with brand awareness for accounting fintech companies

＞ why accounting software vendors are waiting no longer for accountants to sell their products for them and are going direct to business owners

＞ how accountants can best react to these big place by deep-pocketed software vendors trying to reach their business clients

＞ the reasoning behind advertisers and vendors putting money where the eyeballs are, meaning superbowl spending will reach beyond the US for accounting fintech companies

＞ the importance for accountants to change the conversation with clients from low-end compliance to high value services

Original sources: https://www.accountingweb.co.uk/community/blogs/richard-hattersley/super-bowl-raises-the-bar-for-mtd-itsa-ad-campaign

Here is the Turbotax ad on Youtube: https://youtu.be/JFFmnRg1CmE

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...

How to leave a review on Apple Podcasts

① Open the Podcasts app on your iPhone, iPad, or Mac.

② Navigate to the page of the Accounting Influencers Podcast.

③ Scroll down to find the subhead titled "Ratings & Reviews."

④ Under one of the highlighted reviews, select "Write a Review."

Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference....

On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "Success in Accounting" show, going live every Monday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'.

In this episode 3 of the brand new Success in Accounting podcast, we hear more live interviews from the recent International Accounting Forum and Awards 2022 which took place in London recently. AIBN were the official knowledge and broadcast partners of the event which featured the great and the good in the world of accounting networks, associations, alliances, institutes and professional bodies. Also present are representatives from large accounting firms (including top 4) and prestigious software/fintech vendors to the profession. https://arena-international.com/iaf/

Guests interviewed by Rob Brown on this show are:

1. Phil Chalmers, Partner Manager at Xledger: https://www.linkedin.com/in/cloudfinancesoftware-philchalmers/
2. Emma Crawford-Falekaono, Head of EMEA at Ignition https://www.linkedin.com/in/emma-cf/
3. Glenn Collins, Head of Policy, Technical and Strategic Engagement at ACCA https://www.linkedin.com/in/glenn-collins-39495720/

Enjoy the live buzz of the event! If you'd like to book for 2023, the date is 29 June.

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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.

https://accountinginfluencers.captivate.fm

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

https://insights-in-accounting.captivate.fm

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

https://influencers-in-accounting.captivate.fm

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

https://best-practice-in-accounting.captivate.fm

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

https://uk-matters-in-accounting.captivate.fm

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

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FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

➺ 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:

Jim Bourke is a thought leader in the accounting profession. Jim and host, Rob Brown, extensively discuss the impact of private equity investments and rapidly evolving technology on the accounting landscape.

Bourke emphasizes the substantial changes brought about by private equity, altering traditional norms of firm acquisitions and augmenting profitability. He also underscores how technology, particularly artificial intelligence and machine learning, is reshaping the profession.

He talks about the demographic shift witnessed in the field with younger, tech-savvy professionals driving change. Additionally, the conversation touches upon the challenges and opportunities faced by firms contemplating mergers and acquisitions.

Bourke offers valuable advice for both junior and senior professionals in the accounting industry to stay relevant and thrive in the face of these sweeping transformations.

Key Takeaways

➯Private equity has permanently changed the accounting profession, affecting acquisitions, firm structure, and revenue models.

➯Technology, such as generative AI, is transforming the way accountants work and offering opportunities for increased efficiency and specialization.

➯Young professionals should view mergers and acquisitions as opportunities for growth and differentiation within the evolving accounting landscape.

➯Successful deals require a period of engagement and cultural alignment, as deals that neglect these factors are more likely to fail.

➯To stay relevant, accountants must embrace change, invest in technology, and adapt to the evolving needs and expectations of clients.

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

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Thanks to our sponsors:

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

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Episode 50. In today's interview, "Reporting Tools for Accountants with Fathom's Darren Glanville."

Darren Glanville is no stranger to the accounting profession and has more than twenty years experience helping accounting practices develop digital strategies and processes to drive efficiencies and profitability. Having worked for some of the biggest software providers including Sage, CCH, and Xero, Darren now heads up the EMEA region for Fathom and is passionate about accounting firms leveraging technology to drive better business outcomes.

Key takeaways from this episode include:

》why there are so many opportunities for accounting firms to serve small businesses right now

》how the 'realm of the big boys' is coming to an end for the fintech software industry that serves accountants

》how Xero paved the way for many other fintech start ups in the accounting sector to turn a good idea into a viable business

》why accounting fintech is such as exciting and disruptive place to be working right now

》the Fathom story from 2010 and why it's a lot more than a reporting tool for accountants and business owners

》the need for accountants to 'demystify the numbers' for their clients in a meaningful, visual way

》shout out to the 'prophetic' ICAEW publication 'The Profitable and Sustainable Practice' which can be downloaded here: http://www.accountingnet.ie/downloads/profitablepractice.pdf

》how reporting tools are the missing piece for accountants and CPAs who want to transition into advisory services

》why a visual approach to reporting tools helps accountants add value to their clients in helping them consume relevant data

》where many accounting firms go wrong in trying to sell data to their clients and not wisdom

》what factors dictate how good accountants are at advising clients, like the stage they are on their digital journey

》the one vital component that drives advisory services in any accountancy practice

》great questions accountants and CPAs can easily ask their clients to generate advisory opportunities

》the value of business development skills for accounting professionals to create more revenue opportunities

》asking whether reporting tools for accountants really drive the advisory conversation

》why data itself is meaningless for accountants without insights, knowledge and action that clients truly need

》questions an accountant or accounting firm should ask when deciding on a reporting tool or forecasting platform

》the power of micro-forecasts on key events/scenarios to compliment the reporting that accountants can offer their clients

》how reporting and forecasting tools help accounting firm clients manage risk and assess the impact of various decisions

》the impact of a VUCA world (volatility, uncertainty, complexity, ambiguity) on reporting and advising for accountants

》what accounting firms get wrong when it comes to reporting, analysis and forecasting for clients

》the trend of accounting firms appointing CMOs and professional marketers to target the right kind of clients

》how wrong or flawed assumptions kill so many deals and opportunities for accountants to help their clients

》what is coming up in the reporting and forecasting space for accountants and CPAs in coming years

》the one thing fintechs and software vendors need to fight for as businesses and accounting firms grow, scale and age

》advice to accountants who want to level up and add better value to their clients with advisory and reporting services

Outside work, Darren is a keen rugby fan (Newcastle Falcons), a self-confessed coffeeholic and tech geek. You can often find Darren walking his dogs on the beach near his home in Northumberland in the early morning and most weekends....

Episode 38. In today's interview, "BONUS: "Selling Client Accounting Services with Hitendra Patil."

Hitendra is the author of The Definitive Success Guide to Client Accounting Services (CAS). His previous best-seller book, Accountaneur: The Entrepreneurial Accountant, has been bought by accountants in 12 countries across 4 continents. He has been named one of the Top 100 Most Influential People in Accounting from 2017 to 2019. He has also been among the Top 10 Accounting Influencers to Follow on Social Media and Top 100 Accounting Social Media Leaderboard. He is a regularly published author on many of the leading publications in the accounting profession in the United States. Key takeaways from this episode include:

★ how accountants and firms are coping with the global pandemic and how specifically they have been affected

★ why accounting is not so much a knowledge or service business, but actually an 'impact' business

★ what most people think when they heard the word 'accountant'

★ what the most successful accountants are doing that the less successful ones don't

★ why accountants should think like business owners and entrepreneurs if they want to differentiate themselves

★ the role of CAS or Client Accounting Services to the revenue and value add of accounting firms

★ how client accounting services are actually more than mere advisory services

★ the critical reason why client accounting services are the future for profitable and successful accounting firms

★ findings from the largest ever accounting survey with decision makers in accounting firms

★ the optimum number of services an accounting firm should be offering their clients

★ why offering more products and services to your accounting firm doesn't necessarily mean employing more staff

★ what Accountants World do for their accounting firm clients

★ what's coming up for the accounting world in the area of technology

★ refuting the notion that more technology will spell the end of the regular accountant

★ 'Why Your Child Will Not Be An Accountant' - one of the most widely read articles in the profession'

★ what accountants need to do to ride the automation and technology wave, and stay relevant in a competitive world

★ the most important asset owned by an accountants and how to make the most of it for career and business success.

Hitendra is the Director of Customer Success at AccountantsWorld, a leading provider of cloud-based solutions for accountants, offering a complete, integrated suite of innovative accounting, payroll, and practice management solutions. He helps accountants become more successful by leveraging software solutions more powerfully and advancing the company’s leadership in cloud solutions for accountants. Before AccountantsWorld, he has worked in the technology and technology-enabled services industry for nearly 20 years, working across multiple industry sectors such as capital markets, hedge funds, manufacturing, accounting, payroll, tax, and advisory services.. Contact him here:

Website and blog http://www.accountantsworld.com/

Hitendra on LinkedIn https://www.linkedin.com/in/hitendrapatil/

Useful Links:

Why Your Child Won't Be An Accountant

https://www.accountingtoday.com/opinion/why-your-child-wont-be-an-accountant

Book: The Definitive Success Guide to Client Accounting Services (CAS)

https://bit.ly/hpcasbook

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a...

Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown:

➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment.

➜ Tuesday: News - Martin & Rob discuss "5 Steps to Help Accountants Prevent Burnout."

➜ Wednesday Interview: "CPE or CPD Advice for Accountants with Des O' Neill."

➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants with Better Client Empathy."

➜ Friday: "Thought Leaders in Accounting Firms with Matt Baldwin."

➜ Saturday: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 5 - Not Caving to Client Pressure."

➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days.

For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below.

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We'd love to get to know you!

Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms:

➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm

➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ

➺ Twitter: https://twitter.com/accinfluencers

➺ Facebook: https://www.facebook.com/accountinginfluencers

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NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show's...

Steven Hoffman delves into the dynamic changes taking place in the accounting industry driven by cloud-based technology and advisory services.

He emphasizes the significance of controllership, providing real-time financial information, and becoming a business coach to clients through advisory roles. The pandemic has accelerated the adoption of cloud-based solutions, transforming the way businesses operate and how accountants offer their services. Steven discusses the increasing importance of controllership, understanding economic realities, and translating them into actionable insights for clients. The debate over the necessity of credentials in accounting is also explored, with a focus on the value accountants bring through advisory expertise and modern tech tools. As the industry continues to evolve, accountants are moving towards value-based pricing and providing customized services that address the specific needs of businesses, ushering in a new era of financial consulting and forward-looking strategic planning.

Steven Hoffman is the entrepreneurial mind behind multiple successful ventures. From founding a non-profit at 15 to co-founding a software company in India, he has been driving innovation throughout his career.

As the COO of Woodard, Steven empowers accounting professionals nationwide to modernize and standardize their practices for business success. Additionally, he runs Mavergy, providing executive advisory services for growing businesses.

Passionate about leadership, Steven believes we need self-aware, empathetic, and courageous leaders now more than ever, unafraid of change. With expertise in various topics, including CAAS, he captivates audiences with his insights and inspiration.

Connect with Steven on LinkedIn: https://www.linkedin.com/in/thinkstevethink/ and witness his impactful journey of leadership and innovation.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

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

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our

Episode 45. In today's interview, "Using Client Education to Drive Growth - Mark Jenkins."

Mark has had over 20 years in Public Practice in New Zealand. In 2014, he sold his firm so that he could focus on his true passion - helping accountants to accelerate small business success. Mark joined forces with Viv Brownrigg, together creating The Gap so that Accounting firms throughout NZ, Australia and the UK can use Business Development content to maximise income without having to re-invent the wheel. Key takeaways from this episode include:

➩ Why it's exciting to be in the accounting profession and how covid offers opportunities to close a client disconnect

➩ What clients have traditionally thought of their accountants, and what needs to change in educating clients

➩ Why accountants must stay relevant to their buyers and clients, and what happens if they don't

➩ The importance for accountants of staying relevant to clients and educating them if they want significantly more referral business

➩ What stops accountants educating their clients on how they truly help and the additional services they offer

➩ The danger for accountants of assuming that their clients will only ask for what they need vz help to run a better business

➩ The key areas clients need education and help with that an accountant should be offering

➩ The Forbes definition of business development and how it relates to advisory services for accountants

➩ The two way education that is needed for accountants to come up with the best possible support and advice for the accounting client

➩ Examples of where client education has been really impactful for accounting professionals

➩ The sad lack of proactivity with some accountants who have not reached out to their clients during covid

➩ Why having loyal clients are not always the ones who will reach out to their accounting advisors for extra help

➩ The potential revenue upsides in playing a long game when accountants properly educate and inform their clients

➩ The first thing accountants must do if they want to solve more problems and create more opportunities with their clients

➩ Tips for accountants who want to create more time to be more strategic and advisory led with their clients

➩ The role of the 'achiever matrix' in helping accountants decide what's important vz urgent with their time and focus

➩ How accountants can make good decisions about what content and social media channels they invest in to educate their clients

➩ Smart strategies accountants can use to increase engagement in their content and webinars/online training

➩ How accountants can help their clients define success and how it's different for each client

➩ Tips to solve the marketing department-outsourcing-doing it yourself dilemma for accountants who want better marketing

➩ How the FGG principle can create better client loyalty, engagement and cross-selling opportunities for accountants

➩ What benefits come to those accountants and accounting firms if they focus on good client education

➩ What best practice for client education looks like for accountants who want to create more revenue opportunities and serve their clients better.

In his downtime, Mark likes nothing more than getting up at the crack of dawn, pulling out his kayak, catching, filleting and BBQing his catch of the day. Contact him here:

Website https://www.thegapportal.com/

LinkedIn https://www.linkedin.com/in/mark-jenkins-59872a42/

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as...

Welcome to the Accounting Influencers Podcast, going live every Monday and Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

Trisha Daho, the founder of Empowered, shares insights on culture, people strategy, and DEI strategy for accounting and law firms. Trisha explains that accounting firms are easier to work with than law firms as they are less hierarchical in decision-making. However, accounting firms' culture and people stuff is more complicated and essential as their people are the product.

Trisha also emphasises that trust is a crucial factor for service providers. Clients buy services not just because the work is done but also because they trust the service provider and want to work with them. Millennials and Gen Zs are more interested in culture and work-life balance, and clients now demand that firms focus more on these issues. Firms also need help acquiring and retaining talent due to a shortage of skilled people entering the accounting industry.

Trisha notes that the pandemic has taught firms to look more expansively for talent and that firms are making crossroads decisions about their path, with younger people coming in and wanting to own their own companies. The conversation around how accounting firms do their work and create career paths for people is changing, and firms that can differentiate themselves through employer branding will win the talent war.

Key Takeaways

➤ Culture and people strategy are crucial for accounting firms and their success. As people are the product, firms must ensure that their culture is correct and consistent with their brand.

➤ Trust is a significant factor for service providers, and clients buy services because they trust the service provider and want to work with them.

➤ Younger generations, such as Millennials and Gen Zs, are interested in work-life balance, culture, and DEI issues. Clients are also demanding firms have a greater focus on these issues.

➤ Accounting firms struggle with talent acquisition and retention due to a shortage of skilled people entering the industry. Firms are reimagining the skills they need and how they can expand the talent pool.

➤ Employer branding is crucial for accounting firms to win the talent war. Firms that can differentiate themselves through employer branding and innovative ways of engaging with clients and employees will succeed.

Guest Bio

Trisha Daho is a former Big 4 Accounting and Advisory partner turned into a culture, talent, and DEI expert. She founded Empowered, partnering with leadership teams to create sustainable and measurable people results. With laser-focused strategies, she built thriving practices in four regions and created growth businesses that have expanded exponentially. Trisha writes and speaks regularly on authenticity in leadership, creating growth cultures, diversity and inclusion, and more. She is also a kickboxing instructor, dog fosterer, and avid traveller.

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

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: 

Episode 41. On this week’s Accounting Influencers Podcast:

➜ News - Martin & Rob discuss "What 2022 Has In Store for the Accounting Profession." 

➜ Special Guest Interview: "Leaders Special Interview: Sam Louis - Praxity Global CEO."

➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants to Decrease Labor Intensity."

➜ Expert Interview: "Using Client Education to Drive Growth - Mark Jenkins."

For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below.

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you:

Are you a busy accountant struggling to create more revenue and career opportunities?

As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth.

This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn:

✓ What is a 'reachout' and how to create your target list

✓ How to keep in touch with your contacts and how to approach follow up

✓ How to make an introduction and extend your network by being helpful

✓ How to start a conversation with someone you don't already know

✓ How to make a new business offer without being salesy

If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single...

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

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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!

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FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

➺ 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:

In this episode, we are joined by Paul Barnhurst, an experienced financial planning and analysis (FP&A) professional. Paul shares his expertise in differentiating accounting from FP&A, highlighting how FP&A brings a forward-looking finance lens to guide strategic decision-making. Discover the critical role FP&A plays in budgeting, forecasting, and partnering with business leaders. Paul also sheds light on the essential social skills that complement technical expertise and elevate FP&A professionals as valued partners within organizations.

Distinguished as "The FP&A Guy," Paul Barnhurst boasts an illustrious career spanning over a decade in the finance landscape. His remarkable journey includes pivotal roles at industry titans like American Express and Solera, culminating in his current role as the visionary force behind a thriving FP&A consulting firm.

An esteemed influencer within the FP&A community, Paul's passion lies in sharing his invaluable insights and extensive expertise. His active presence on LinkedIn sparks vibrant discussions, while his thought-provoking webinars and training sessions empower finance professionals globally.

Paul's commitment to knowledge dissemination extends to his engaging podcast initiatives. The "FP&A Today" podcast, available on Spotify, provides a platform for in-depth explorations of financial planning and analysis. Additionally, his "Financial Modeler’s Corner" podcast showcases his prowess in simplifying intricate financial modeling concepts.

As the founder of "The FP&A Guy," Paul not only embodies the fusion of passion and proficiency but also exemplifies his dedication to fostering growth and innovation within the finance domain. His contact details, readily available for those eager to connect, reflect his genuine enthusiasm for forging meaningful relationships and sharing his wealth of wisdom. Website: thefpandaguy.com

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

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

ACCOUNTEX. Join us at Accountex London,...

Episode 128. In today's interview, "The Disruption Proof Accounting Firm: Joe Woodard."

As an author, consultant, business coach, and national speaker, Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices. He is the host of Woodard Institute, Woodard Alliance and one of the world's leading training conferences for small business advisors called Scaling New Heights(R). In 2012 and 2014-2021 Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession.

He regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews. Joe is the CEO of Woodard Events, LLC which provides education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry.

In this interview with Rob Brown, Joe speaks with passionate authority about what a disruption proof firm looks like as we emerge from the covid pandemic. He explains what a true cloud accounting firm looks like, and the main disrupters that are making many firms irrelevant or commoditised.

Joe dives into the term advisory, shares why CPAs and accountants miss the mark and why they haven't been good custodians of the trusted advisor label. He shows how accountants misinterpret the word 'trusted' and highlights the talent problems coming up for accounting as the boomers move up and out.

Joe speaks passionately about what has stopped CPA firms competing and future proofing as well as they could have. If you want to know whether accountants should think more like entrepreneurs or the other way round, Joe has the answers.

The blurred lines between bookkeepers and accountants is also explored by Joe, who gives an excellent analogy in how doctors and nurses look after their patients. He finishes with practical advice for accounting firms who want to defend the brand of the profession, the culture of their firm and the impact of disruption on their business.

All these goodies and more - Joe's interview has exceptional content for those accountants and firms who want to move from good to great.

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Fun facts about Joe: he is a proud unashamed Star Trek nerd and has even been to conventions! He has Bachelor’s degree in Classical Greek language and can play all the classical hits on piano. He is also an army Vet. Connect with him here:

www.woodard.com

https://www.facebook.com/woodardcompany1/

@joewoodard and @WoodardCompany on Twitter

https://www.linkedin.com/company/woodard-company https://www.linkedin.com/in/quickbooksadvisor

https://www.youtube.com/channel/UCV8fFr4Amj2i1KzRcV8CXTA

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct...

Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown:

➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment.

➜ Tuesday: News - Martin & Rob discuss "Accountants - Would You Pay $7m for a 30sec Superbowl Ad?"

➜ Wednesday: "Accounting Firm Hybrid Working Strategies with Bill Reeb."

➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works to Help Accountants Turn Conversations into Business."

➜ Friday: "The Evolution of Accounting Software with Fathom's Kevin McCallum."

➜ Saturday: a short bonus episode from the client's perspective - "Why They Didn't Buy Part 11 - Too Good for Sales Coaching."

➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days.

For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below.

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...

How to leave a review on Apple Podcasts

① Open the Podcasts app on your iPhone, iPad, or Mac.

② Navigate to the page of the Accounting Influencers Podcast.

③ Scroll down to find the subhead titled "Ratings & Reviews."

④ Under one of the highlighted reviews, select "Write a Review."

Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. 

Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

Welcome to the Accounting Influencers Podcast, going live every Monday and Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In this special episode of the Accounting Influencers Podcast, host Rob Brown and co-host Martin Bissett are joined by Caroline Hobden, the head of the team behind Accountex, one of the world's biggest shows in the accounting industry. They discuss the tremendous success of the recent Accountex event, with a record-breaking 20% increase in floor space and over 10,000 attendees. Caroline attributes their achievements to her team's hard work and relentless marketing efforts.

She discusses the international appeal of Accountex, with attendees from around the world, and the excitement surrounding future events. Overall, the episode offers a glimpse into the incredible buzz and energy of Accountex and sets the stage for its future endeavours.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Caroline Hobden is a highly experienced professional in event organization and management. She oversees the globally recognized Accountex brand, including Accountex London, Accountex Summit Manchester, Accounting Insight News, and the Accountex Webinar Programme. With over 20 years of experience, Caroline has successfully launched exhibitions, e-newsletters, and curated complex programs with multiple streams and speakers. She is known for her passion and expertise in sales and sponsorship management, conference producing, research, business development, and delegate sales.

Caroline is dedicated to providing valuable opportunities for professionals in the accounting and finance industry to grow their practices and connect with industry experts.

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.

Accountex is Europe’s largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.

Episode 59. In today's news episode, we discuss "What Works with Employer Branding for Accounting Firms."

Key takeaways from this episode include:

⍟ the problems with how the majority of accounting practices try to attract new talent

⍟ why one accountancy firm website is almost identical to every other one and what needs to change to attract new talent

⍟ the biggest reason accounting firm websites fail to inspire any engagement or show any differentiation to their competition

⍟ an example of a courageous interview technique employed by one firm of accountants to attract the right kind of employee

⍟ the single biggest omission of most accountancy websites that means they fail to make a compelling case to new talent

⍟ the case for having two different brands in an accountancy practice for client acquisition and talent acquisition

⍟ shoutout to Passport to Partnership by Martin Bissett as the blueprint for a success career in accounting

⍟ how many accounting firm leaders freeze when asked the question 'why should somebody come and work for you?'

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We'd love to get to know you!

Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms:

➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm

➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ

➺ Twitter: https://twitter.com/accinfluencers

➺ Facebook: https://www.facebook.com/accountinginfluencers

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NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review...

Episode 36. On this week’s Accounting Influencers Podcast:

➜ News - Martin & Rob discuss "Accounting Influencers Podcast Broadcasting LIVE at Accountex." 

➜ Special Guest Interview: "Selling Client Accounting Services with Hitendra Patil."

➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants to Attract Grade A Clients."

➜ Expert Interview: "Building a Stellar Accounting Career with Sam Allred."

For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below.

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 22, "Inspirational Women Leaders in Accounting Panel 6."

You can also watch this on youtube here: https://youtu.be/76ERDEPU4pk

Today's high level panel:

Debbie Zaller Chief Operating Officer Schellmann https://www.linkedin.com/in/debbiezaller/

Donna Erbs Partner + Strategic Growth at Anders CPAs + Advisors https://www.linkedin.com/in/donnaerbs/

Emily Ackerman Director of Business Development at Lane Gorman Trubitt, LLC https://www.linkedin.com/in/emilyackermandfw/

Janet Jack CEO at Institute of Accountants and Bookkeepers https://www.linkedin.com/in/janet-jack-a878621a/

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A reminder of 5 great shows in the Accounting Influencers Podcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

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FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content:

On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "Success in Accounting" show, going live every Monday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'.

In this episode 9 of the brand new Success in Accounting podcast, we hear more live interviews from the recent International Accounting Forum and Awards 2022 which took place in London recently. AIBN were the official knowledge and broadcast partners of the event which featured the great and the good in the world of accounting networks, associations, alliances, institutes and professional bodies. Also present are representatives from large accounting firms (including top 4) and prestigious software/fintech vendors to the profession. https://arena-international.com/iaf/

This episode features an exclusive interview with Mark Koziel, President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/

Enjoy the live buzz of the event! If you'd like to book for 2023, the date is 29 June.

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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: https://twitter.com/accinfluencers

➺ Facebook: https://www.facebook.com/accountinginfluencers

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As part of this Success in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?

You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.

Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.

You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.

Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.

By going to https://accountinginfluencers.com 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

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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!

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FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

➺ 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...

Episode 63. In today's interview, "Critical Race Theory & Black Accountants with Anton Lewis."

Anton Lewis is a tenured Associate Professor of Accounting at Valparaiso University, Indiana, where he primarily teaches undergraduate financial accountancy and managerial accountancy, as well as undergraduate Audit and Accounting Information Systems classes. He also hosts the ‘Counting Black and White Beans Podcast' and makes monthly guest appearances on the NPR Radio Show Regionally Speaking (links below).

Key takeaways from this episode include:

★ why we have so few black accountants in practice and in partner roles - statistics and trends

★ what makes the US more woke and open when it comes to revealing data on minorities in accounting, unlike the UK

★ the problems with 'diversity' as a concept in the accounting arena so it means different things to different people

★ explaining the 'stale, male and pale' description of the white, ageing working population of CPAs and accountants

★ why it's hard not to escape the charge that racism is prevalent in the accounting profession

★ the hypocrisy of the tech industry that claims to be meritocratic but shows clear signs of bias and racism

★ explaining 'Critical Race Theory' or CRT and how it applies to the accounting profession perspective

★ asking if CRT is dangerous or helpful in challenging the racist status quo in the accounting profession

★ why things should stay as they are in accounting when it comes to the under-representation of women, LGBTQ, class, generations and other minorities

★ what stops the privileged people at the top of the tree in accounting from stepping aside or calling for change

★ how race is inextricably linked with gender, class, LGBTQ and other battlegrounds in the accounting world

★ applauding the organizations and movements that are pushing an inclusive, diverse equality in accountancy

★ what questions accounting professionals should be asking to determine whether there is a diversity, equity and inclusion problem in their firm

★ why a lack of black representation in accounting leadership harms the succession and inclusion of more black accountants

★ the pain and downsides that potentially occur when accounting leaders challenge the status quo of minority under representation

★ what accountants need to be doing to 'stay on the right side of history' with the white privilege argument in accounting

★ a call to arms of the accounting profession to right some wrongs and do the right thing with black representation and equity for other minorities

In his spare time, Anton like to cook. As a qualified pastry chef who has cooked in France and in restaurants and hotels in England, he loves making all kinds of tarts and cakes. His other culinary passion is Indian/Pakistani Balti cuisine - he has been known to cook the odd Indian Feast. He is married to wife Kathy and has 3 young children. You can connect to him here:

https://www.linkedin.com/in/dr-anton-lewis-216ab170

https://twitter.com/Antonlws

https://www.instagram.com/alewis_justice

Podcast: https://blackandwhitebeans.libsyn.com/?_ga=2.234123294.1238878791.1645043266-302157601.1625785609

NPR Radio Show Regionally Speaking:

Rob Brown engages in a one-sided conversation with guest Robyn Clark, focusing on strategies for accountants looking to grow their firms. The discussion centers around creating a great employee value proposition and understanding the importance of employee needs in driving engagement and retention. They highlight the significance of aligning organizational goals with individual aspirations and leveraging personal growth and career achievement as key drivers for success. The conversation emphasizes the role of confidence, both in oneself and how others perceive them, and the need for self-awareness, feedback acceptance, and personal change in driving career development. Overall, the episode offers valuable insights and actionable steps for accountants seeking to foster growth within their firms.

Robyn Clark is the Founder and President of WinningWise, Inc., a company dedicated to developing leadership and driving sustainable change and growth. With over 30 years of experience in talent management, transformational change, and culture building, Robyn brings energy, positivity, and innovative thinking to her work. She has worked with top-tier organizations such as The Federal Reserve Bank, L'Oreal, and Discover Financial Services, helping leaders and teams achieve new outcomes. Robyn's exceptional facilitation skills, commitment to learning, and personal investment in her clients' success make her a trusted partner in driving individual and organizational capability.

Robyn LinkedIn: https://www.linkedin.com/in/robynrclark/

WinningWise LinkedIn: www.linkedin.com/company/winningwise/

Website: www.winningwise.com

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

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

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain...

BONUS: "Why They Didn't Buy Part 7 - Not Walking the Talk"

In today's bonus episode, we focus on the buyers of accounting services - the clients themselves. In particular, how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Key takeaways from this episode include:

✓ what 'not walking the talk' with accountants looks like from the perspective of their clients

✓ how it's not always what an accountant has done but what they haven't done that makes them incongruent or unreferrable

✓ how talk is cheap for accountants, which means they must validate any claims or promises they make

✓ the mistake many accounting professionals make in recommending things they do not do in their own practice

✓ the kind of hollow words, credibility dives and undermining of authority that comes from accountants who do not practice what they preach

✓ the significant costs that broken website promises from accountancy practices result in

✓ cutting through the false claims, hot air and social media hype of many so-called influencers and experts in the accounting world

✓ the one thing accountants must do when they go to meetings with potential new clients

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

"Getting Accounting Clients to Conform", Susan Bryant discusses how accountants can improve their services and client experiences. She discusses the importance of accountants being proactive, communicating with clients regularly providing holistic financial advice. Bryant suggests that accountants need to focus on the clients that truly value their services and are willing to pay for them. She also encourages accountants to prioritise their fulfilment by only offering services they enjoy and focusing on their business development.

Bryant notes that the accounting industry needs to shift from an employee mindset to an entrepreneurial mindset and suggests that compensation for accountants should be tied to their ability to increase the value of their client's businesses and personal lives.

Bryant also discusses the need for accountants to standardise their processes to ensure conformity from the beginning and create positive client experiences. She highlights the importance of setting expectations and having systems to handle clients' varied and complex needs. She notes that clients are increasingly willing to switch accountants to find better service and advice and that accountants must be honest about their services to avoid disappointing clients. Bryant also emphasises the need for accountants to continually focus on their business development and continuously improve their knowledge and expertise.

Key takeaways

➤ Clients seek a more holistic approach from their accountants beyond compliance work. Accountants must evaluate whether their clients truly understand and value their work and are willing to conform to their processes and standards.

➤ Accountants should consider recalibrating what a good client looks like and be willing to let go of clients who are not a good fit. This may necessitate creating systems and processes to attract better clients eager to consume their services.

➤ Accountants who are proactive, close to their clients, and able to deal with complexity will be more successful. They need to be willing and honest about the clients they want to serve and how they want to serve them.

➤ Accountants need to have an entrepreneurial mindset and think of themselves as business owners. They should be compensated based on their ability to contribute to increasing the value of their client's businesses and personal lives.

➤ Developing a more commercial acumen and a more entrepreneurial business-thinking mindset will be necessary for accountants to stay relevant.

Susan Bryant is a highly experienced and accomplished Certified Public Accountant (CPA) and Certified Tax Coach passionate about driving positive change in the business world. With over 15 years of experience, Susan has worked closely with numerous business owners, helping them achieve their goals and dreams by improving their finance functions. She firmly believes that accurate and reliable accounting data, combined with advanced tax planning and strategic advisory services, can be a game-changer for businesses looking to propel themselves forward.

Susan has worked in various capacities with her clients over the years, including as an architect of accounting processes, a mergers and acquisitions (M&A) advisor, and a tax strategist. Her expertise and dedication have earned her a reputation as a trusted and respected professional in the industry. With her knowledge and skills, Susan has helped countless businesses streamline operations, maximise profitability, and achieve long-term success.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to

Episode 79. In today's practical episode, "What What Works for Accountants with Client Surveys."

Key takeaways from this episode include:

➯ evaluating the advice given to accountants to run client satisfaction surveys

➯ the mistakes accounting firms make with client satisfaction surveys and why they show very little

➯ adopting the CAD system in accounting firms to gain a better understanding of how happy your clients are

➯ what accounting firms should actually be doing and saying to proactively reach out to their clients

➯ the criteria for client facing staff in accounting firms, especially when conducting client surveys

➯ what it means for an accounting firm or CPA or accounting professional to actually care about their clients

➯ why simply asking clients how they are doing creates multiple opportunities for accountants and CPAs

➯ the rich information that can come from accounting firm clients who are approached in the right way by accountants

➯ the 4P's of accounting clients that lead to new revenue opportunities for their professional advisors

➯ a killer question accountants can ask clients to identify their highest priorities and most pressing interests

➯ how to turn accountancy client surveys and satisfaction conversations into new business and retained clients

➯ why accounting client satisfaction surveys do not have to come from the fee earner or partner who owns the client

➯ shoutout to Louise Wilson at Moneypenny (upcoming episode) who handle outbound client satisfaction conversations for accountants

➯ what 'bedside manner' means for accounting firms who want warm relationships of trust with their clients

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If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you:

Are you a busy accountant struggling to create more revenue and career opportunities?

As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth.

This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn:

✓ What is a 'reachout' and how to create your target list

✓ How to keep in touch with your contacts and how to approach follow up

✓ How to make an introduction and extend your network by being helpful

✓ How to start a conversation with someone you don't already know

✓ How to make a new business offer without being salesy

If you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day. 

DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus

BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 12 - Gaining External Validation."

In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation.

Key takeaways from this episode include:

✓ the importance for accountants of consulting your team when putting together a proposal for prospects

✓ how accountants can know if they price they have quoted a prospect or existing client is right and fair

✓ a reminder that accountants should never leave a client or prospect meeting without scheduling the next one

✓ questions an accountancy professional should ask their colleagues and team to price more confidently to prospects

✓ effective language accountants and CPAs can use to validate and justify their team's involvement in pricing

✓ the benefits for accounting professionals and CPAs of being fully prepared for the pricing conversation with prospects and clients

✓ why accountants who actually take some action and implement advice are better than 95% of their competition

If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...

How to leave a review on Apple Podcasts

① Open the Podcasts app on your iPhone, iPad, or Mac.

② Navigate to the page of the Accounting Influencers Podcast.

③ Scroll down to find the subhead titled "Ratings & Reviews."

④ Under one of the highlighted reviews, select "Write a Review."

Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. 

Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show's 26,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple...

This international panel discussion explores the current state and future trajectory of the accounting profession. The distinguished panel includes influential leaders and innovators in the field such as Arun Mehra, Chase Birky, Eric Gregg, and Jody Padar to share their diverse perspectives on the challenges and opportunities facing the industry.

The conversation kicks off with an assessment of the profession's current shape. While the panelists acknowledge the existence of challenges, such as talent shortages and outdated business models, they also recognize the immense opportunities arising from technological advancements, changing client expectations, and the influx of capital from private equity and venture capital firms.

The discussion highlights the importance of embracing change, prioritizing culture and purpose, upskilling in areas like technology and advisory services, and positioning accountants as trusted business advisors rather than mere compliance providers.

As the dialogue progresses, the guests underscore the immense potential for accountants to thrive in the evolving business landscape by embracing innovation, redefining their value proposition, and becoming trusted advisors to their clients.

Key Takeaways:

• The accounting profession is at a crossroads, with firms facing an existential crisis due to outdated business models and a talent shortage.
• Money pouring into the industry from private equity and venture capital firms is forcing change and disrupting traditional firm structures.
• The ability to work with technology, including AI, will be more important than accounting experience or subject matter knowledge in the near future.
• Firms must prioritize culture, purpose, and agency for their employees to attract and retain top talent in the face of better career alternatives.
• Referrals alone will no longer be sufficient for acquiring new business; firms must embrace transparency and deliver remarkable client experiences.

Quotes:

1. "There are some real pioneers in this space who are doing things differently, who are trying things differently, sometimes not always working, but I think we should support them and encourage them because if we have those pioneers, other people will follow and ultimately do things differently and innovate." - Arun Mehra
2. "The best accountants are going to be more technologists than classic accountants." - Chase Birky
3. "We're going to self-serve a lot more of this relationship with a lot more visibility into the steps that are happening behind the scenes." - Eric Gregg
4. "The technology that's here today, and the technology that's coming in the future, is going to allow us to be more human and help our clients better and faster, and still get to go home on time." - Jody Padar

View this episode in video on YouTube here:

https://youtu.be/PF0h65LzTAY

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

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Thanks to our sponsors:

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

BONUS: a short bonus episode from the client's perspective - "Why They Didn't Buy Part 9 - You Offer Nothing Better." Great CPE or CPD for accountants with tips on how to position yourselves as better and different to the many alternatives your prospects are looking at.

In these bonus episodes, we focus on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Key takeaways from this episode include:

➜ how some prospects just don't see a difference between you and their current accountants, so they don't move

➜ excuses accountants give for not winning new clients even though they were to blame for not differentiating enough

➜ the trap many accountancy professionals fall into when giving proposals and quotes to potential new clients

➜ the blame game accounting practitioners play to pass the buck when they don't win a new client

➜ the reasons accountants fail to see what prospects really need from a switch to a new accounting advisor

➜ what accountants should be doing when they are not charging hours and billing time

➜ how too few accountants see themselves as business people, entrepreneurs and opportunity generators

➜ the dangers for accountants of assuming they already have the answers their potential new clients are asking for

➜ explaining the disconnect between the prospects and the accountant in a sales situation

➜ practical ways for accounting practitioners to be more congruent in sales scenarios with potential new business clients

If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...

How to leave a review on Apple Podcasts

① Open the Podcasts app on your iPhone, iPad, or Mac.

② Navigate to the page of the Accounting Influencers Podcast.

③ Scroll down to find the subhead titled "Ratings & Reviews."

④ Under one of the highlighted reviews, select "Write a Review."

Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. 

Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they...

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In this Talent Special bonus, "Digital Wellbeing for Busy People" Rob Brown interviews Bailey Parnell, an expert in digital culture, social media, and mental health. In this episode, they discuss the skills needed to thrive in a VUCA (volatile, uncertain, complex, and ambiguous) world. Bailey emphasizes the importance of a growth mindset, optimism, and resilience, as well as the interconnectedness of individuals and organizations.

The conversation then shifts to the impact of digital culture on work and personal life, with Bailey discussing the dangers of social media addiction and the negative effects of screen culture on physical, sociological, and psychological health. She highlights the importance of accountants being mindful of their social media and screen usage and incorporating practices such as mindfulness and digital detoxing into their lives.

Bailey also talks about her company, Skills Camp, which focuses on soft skills development and the importance of mental health responders and counsellors for stressed employees. The episode offers a cautionary tale to accountants looking to grow their firms, urging them to be vigilant about social media usage and prioritize their well-being over digital engagement.

Overall, this episode of the Accounting Influencers Podcast provides valuable insights into the skills and mindset needed to succeed in today's VUCA world and practical tips for maintaining mental health and well-being in a digital culture. Don't miss this informative conversation between Rob Brown and Bailey Parnell!

You can also watch this on youtube here: https://youtu.be/JKSTI6UeB0c

Key takeaways

➔ To thrive in a VUCA world, individuals need a growth mindset, optimism, resilience, and the ability to adapt and embrace change.

➔ Digital culture significantly impacts work and personal life. Accountants must be mindful of their social media and screen usage to combat the adverse effects on their physical, mental, and emotional well-being.

➔ Companies need to create a culture that supports mental health and well-being, especially in a hybrid work environment, by training leaders to manage crises and promoting a human-centric workplace.

➔ Soft skills development, such as interpersonal communication and emotional intelligence, is crucial for business professionals to succeed in today's world, and mental health responders and counsellors can help support stressed employees

Guest Bio

Bailey Parnell is a 2x TEDx speaker, Founder & CEO of SkillsCamp, and named one of Canada's Top 100 Most Powerful Women. She is an internationally-recognized entrepreneur, an active humanitarian, and an expert in soft skills training. Bailey has nearly 4 million views on her TEDx talks, and her work has been featured in Forbes, Good Morning America, CBC, and other notable media outlets. She completed her Master's in Communications and Culture at Ryerson University with research on social media's impact on mental health. This research led to the creation of her signature 5 Steps Towards #SafeSocial and a connected non-profit of the same name. Bailey is known for her skilful storytelling, confidence, research, and humour. She frequently speaks on social media and mental health, soft skills, intergenerational understanding, and being a woman in business.

Bailey's company SkillsCamp is a soft skills training company that works with businesses and educational institutions to help their staff and students develop the essential skills needed for personal and professional success - personal branding, stress management, emotional...

Episode 87. In today's news episode, we discuss "The Best City for Accountants - Does It Really Matter?"

Key takeaways from this episode include:

▶ the definition of employer brand for accounting firms

▶ asking whether it really matters to accountants and CPAs where your office is based

▶ why accountants and CPAs work in a noble profession rather than an industry

▶ why accountants and CPAs are the foundation for any business

▶ what makes London (and likely other capital cities in other countries) the best place for accountants to work

▶ shout out to Virtual Cabinet for producing the research

▶ the kind of factors make an accountant want to work in a certain place

▶ the importance of employer brand and what goes into a good one for accounting firms trying to attract talent

Source: https://blog.virtualcabinet.com/best-cities-for-accounting-jobs

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...

How to leave a review on Apple Podcasts

① Open the Podcasts app on your iPhone, iPad, or Mac.

② Navigate to the page of the Accounting Influencers Podcast.

③ Scroll down to find the subhead titled "Ratings & Reviews."

④ Under one of the highlighted reviews, select "Write a Review."

Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. 

Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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Follow Accounting Influencers on LinkedIn - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies from the Accounting Influencers Podcast and events. Just go here: https://www.linkedin.com/company/accountinginfluencers

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Is artificial intelligence overhyped, or will it revolutionize the accounting profession? How can accountants prepare for the AI-driven future?

Rob Brown interviews Mark Wickersham, a veteran accountant and AI enthusiast, about the impending impact of artificial intelligence on the accounting profession. Wickersham predicts significant changes in the industry by 2030, including the automation of bookkeeping and tax return preparation. He highlights the rapid advancements in AI technology across various sectors and explains how these developments will inevitably transform accounting practices.

The discussion covers the current state of AI adoption in accounting firms, the potential of tools like ChatGPT, and the importance of embracing new technologies. Wickersham emphasizes the need for accountants to focus on creating value for clients beyond traditional compliance work and advocates for value-based pricing models. The conversation provides valuable insights into how accountants can prepare for and thrive in an AI-driven future.

Key Takeaways:

• AI will significantly impact the accounting profession by 2030 
• Bookkeeping and tax return preparation may become automated
• Accountants need to embrace AI tools like ChatGPT 
• Firms must find new ways to create value for clients 
• Value-based pricing is crucial in the age of AI 

Quotes:

"Data's where the power is. Data's where the money is." [00:11:50]

"Productivity goes through the roof when we use it, when we use it properly." [00:14:30]

You can watch this episode and more on our YouTube Channel

https://youtu.be/MnEXckAjVZU

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

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

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Thanks to our sponsors:

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

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

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

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

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

Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown:

➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment.

➜ Tuesday: News - Martin & Rob discuss "What 2022 Has In Store for the Accounting Profession."

➜ Wednesday: "Leaders Special Interview: Sam Louis - Praxity Global CEO."

➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants to Decrease Labor Intensity."

➜ Friday: "Using Client Education to Drive Growth - Mark Jenkins."

➜ Saturday: a short bonus episode from the client's perspective - "Why They Didn't Buy Part 9 - You Offer Nothing Better." Great CPE or CPD for accountants with tips on differentiating better against the competition.

➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days.

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

Rob Brown interviews Jason Staats, who creates content on Twitter, LinkedIn, and YouTube to help people run accounting firms in a more fun and sustainable way. Staats discusses how he got into accounting and why he had to find a creative way to contribute because he needed to be a better tax preparer. He also touches on mental blockers that keep accountants from being more intentional versions of themselves and falling into the trap of working hard and thinking they've done their best.

Staats discusses the current state of the accounting industry, noting that it was challenging before COVID-19 and even more so after. He says there is a massive opportunity in the industry, but people need to get out of their way and not try to be everything for everybody at their own expense. He also talks about accountants' emotional connection with their clients and how it's hard to say no to them because of that connection.

Finally, Staats discusses the difficulty in reaching accountants and selling to them, noting that some companies do it well and understand how to speak the accountant's vernacular. He mentions that accountants carry the stresses of their clients and that it's the most challenging aspect of what they do. Overall, the episode provides valuable insights for accountants looking to grow their firms in a sustainable and fulfilling way.

Jason Staats is an accomplished entrepreneur and thought leader in accounting. He founded a $5M accounting firm, which he has run for 18 months. In addition, he has built a SAAS to $30k MRR, sold a startup, built a creatorpreneur business to $10k MRR, and produced commercials for brands like LinkedIn and Zapier.

Today, Jason helps people in three key areas. Firstly, he produces content to help accounting leaders develop more sustainable firms. Secondly, he provides thought leadership on adopting automation and AI to support public accounting. Thirdly, he helps software companies to better partner with the accountant channel and leverage AI in their products.

Jason is a prolific content creator and regularly shares his insights and ideas through his weekly newsletter, which is essential for accountants looking to stay up-to-date on industry trends. Jason is an invaluable resource for software companies looking to better engage with accountants. He has helped some of the most successful brands in the industry develop more meaningful products.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our...

Episode 107. "Checklist - 10 Practice Priorities for Accountants"

***APOLOGIES FOR THE AUDIO ON THIS EPISODE***

It's always interesting to hear the main challenges, opportunities, issues and priorities for accountants from different perspectives. Here is a checklist via software vendor Smartvault

Key takeaways from this episode include:

➜ the importance for accountants of simply picking up the phone and talking to clients

➜ the role of networking and maintaining relationships for accounting professionals

➜ what is wrong with accountants sending documents and especially proposals via email

➜ the increasingly critical role of cybersecurity for accounting firms

Source: 10 Accountants Practice Priorities (Infographic)

https://www.smartvault.com/resource/practice-priorities-infographic/

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...

How to leave a review on Apple Podcasts

① Open the Podcasts app on your iPhone, iPad, or Mac.

② Navigate to the page of the Accounting Influencers Podcast.

③ Scroll down to find the subhead titled "Ratings & Reviews."

④ Under one of the highlighted reviews, select "Write a Review."

Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. 

Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

Episode 61. On this week’s Accounting Influencers Podcast:

➜ News - Martin & Rob discuss "The New $1.4bn Accounting Firm & What It Means to You." 

➜ Special Guest Interview: "Critical Race Theory & Black Accountants with Anton Lewis."

➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants When Choosing a Coach."

➜ Expert Interview: "Exit Planning Services for Accountants with Christine Nicholson."

For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below.

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Need CPE/CPD? Continuing professional education for accountants on the move...

Get points for Continuing Professional Education /Development by listening to the Accounting Influencers Podcast. Earmark CPE is the exclusive CPE/CPD partner for the podcast. The partnership is NASBA-approved meaning accreditation and certification counts in most countries. NASBA stands for National Association of State Boards of Accountancy. Download the Earmark CPE mobile app here https://earmarkcpe.com

Here's how it works:

① SELECT A COURSE. Download the mobile app, search for Accounting Influencers and start a course. Complete each learning activity at your own pace.

② LISTEN TO AUDIO. Learn by listening to podcast episodes. Listen when you’re driving to work, working out, or doing chores.

③ TAKE THE QUIZ. Confirm you’ve learned the material by taking the short quiz at the end of the course. Score 75% or higher to pass.

④ GET YOUR CPE. Click 'Email CPE' and your CPE certificate arrives via email in your inbox. Earmark helps by keeping track of all your CPE earned through the app.

When was the last time you took a free CPE/CPD course that taught you something you didn’t already know? Most accountants and CPAs these days prefer to earn CPE from live webcasts, webinars or formal training. The problem is, you end up picking courses based on what fits your schedules, not what’s most relevant to your professional development needs.

With the Accounting Influencers Podcast partner Earmark CPE, you can earn credits whenever you want, wherever you go. Multitask and be more productive while listening to accounting and tax podcasts. When you’re done listening, complete the handful of quiz questions to access your CPE/CPD certificate.

UNCHAIN FROM YOUR DESK AND BE MORE PRODUCTIVE

With the rise of remote and hybrid work, you’re spending more time in front of your computer than ever before. So get out from behind your desk and learn while you listen to podcasts on the Earmark CPE mobile app for Android and iOS.

STOP STRESSING ABOUT EARNING ENOUGH CREDITS

By using the Earmark mobile app every week for free, you’ll be sure to earn enough CPE credits to make your license renewal/CPD accreditation a breeze. Say goodbye to the pain of cramming in courses/training at the last minute.

LEARN SOMETHING NEW FROM FREE CPE/CPD FOR ACCOUNTING PROFESSIONALS

Let’s be honest. Most free CPE/CPD courses aren’t that great. The Accounting Influencers Podcast contributes to a growing library of educational, entertaining and on-demand accounting and tax podcasts. As a result, you can actually learn something new while you check that CPE/CPD box.

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NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays,...

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic.

The two objective of these panels are

1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 20, "Inspirational Women Leaders in Accounting Panel 4" features

• Gorana Stojanovic Executive Director at PrimeGlobal https://www.linkedin.com/in/gorana-stojanovic-52310892/
• Jody Padar author of The Radical CPA https://www.linkedin.com/in/jody-padar-18a9711/
• Orla Collins President and Chair of Board at ACCA https://www.linkedin.com/in/collinsorla/
• Nicola MacAuley Partner at Creaseys https://www.linkedin.com/in/nicola-macaulay-952a18a5/

Topics addressed in these panels:

1. OPENING REMARKS

What makes DIVERSITY important in the accounting and fintech world, particularly as a woman in a male dominated environment? (talent, perspectives, what women and minorities 'bring to the table', challenges for under-represented groups, prejudice - 'having to work twice as hard as more entitled people', is accounting and fintech becoming more 'woke' and 'gender-blind? etc)

2. YOUR OWN CAREER

What pivotal points or obstacles have marked your journey 'to the top'? (barriers, prejudices, expectations, your role models, seeing people like you in leadership roles, champions, influencers or even saboteurs along the way etc)

3. LEADERSHIP STYLE

Who have you admired as a leader and why? What did they teach you? What's your own style? A more 'feminine' compassionate, authentic and vulnerable leader seems popular. Is that you? Have you learned 'how not to lead' under some people?

4. CULTURE

What works for leaders in setting a culture that embraces a more diverse workforce and greater inclusiveness? Is it easier or harder to lead in today's complex world than ever before?

5. CLOSING REMARKS

What are your top 2-3 career or life tips for women in accounting who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

You can also watch this on youtube here: https://youtu.be/gAhOEh-j-pM

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

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A reminder of 5 great shows in the Accounting Influencers Podcast Network:

❶ Success in