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 seamle...
Jul 17, 2023•30 min•Ep 24•Transcript available on Metacast 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 mor...
Jul 14, 2023•25 min•Transcript available on Metacast 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 red...
Jul 10, 2023•31 min•Ep 23•Transcript available on Metacast Welcome to the Accounting Influencers Podcast , going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In this episode of the Accounting Influencers Podcast, guest John Garrett shares his journey from being a CPA and stand-up comedian to becoming a keynote speaker and organizational culture catalyst. He emphasizes the importance of acknowledging the human side of professionals and valuing th...
Jul 07, 2023•27 min•Transcript available on Metacast 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 softw...
Jul 03, 2023•22 min•Ep 22•Transcript available on Metacast 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 emphasiz...
Jun 30, 2023•26 min•Ep 21•Transcript available on Metacast In this special bonus episode of the Accounting Influencers Podcast, host Rob Brown is joined by Vipul Sheth, Paul Shrimpling, Aynsley Damery, and Dermot Hamblin to discuss their recent event focused on the future of accounting firms. The event aimed to provide ideas and insights to keep accounting firms at the forefront of the industry. The speakers covered diverse topics, and the event attracted a diverse audience from the larger accounting firms in the UK. Discussions revolved around creating...
Jun 28, 2023•34 min•Ep 21•Transcript available on Metacast "The Future of Accounting Qualifications: Brian Hock." Host Rob Brown welcomes guest Brian Hock, a seasoned accounting professional with expertise in training and certifications. Brian shares his journey from auditing to establishing his own successful training company. He discusses how accounting certifications have changed over the years, driven by evolving standards and the significant influence of technology. Brian emphasises the role of technology in transforming the accountant's role, part...
Jun 26, 2023•41 min•Ep 21•Transcript available on Metacast "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, ...
Jun 23, 2023•30 min•Ep 20•Transcript available on Metacast Nick Huber shares valuable insights on thought leadership and content marketing for accounting firms aiming to grow their businesses. Nick, an experienced journalist and content consultant, emphasizes the importance of thought leadership as a powerful marketing tool for promoting brand authority and generating sales leads. Nick discusses his background as a journalist, including his early experiences reporting on the accountancy sector. He highlights the transition of accounting firms from tradi...
Jun 19, 2023•37 min•Ep 20•Transcript available on Metacast 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 m...
Jun 16, 2023•27 min•Transcript available on Metacast 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 conte...
Jun 12, 2023•29 min•Ep 19•Transcript available on Metacast 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-think...
Jun 08, 2023•25 min•Ep 18•Transcript available on Metacast 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-think...
Jun 05, 2023•23 min•Ep 18•Transcript available on Metacast Welcome to the Accounting Influencers Podcast , going live every Monday and Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In this episode of the Accounting Influencers Podcast, guest John Fenton shares valuable insights on how accountants can attract and retain top talent to grow their firms. John emphasizes the importance of measuring success based on the quality of relationships with custo...
Jun 01, 2023•23 min•Transcript available on Metacast "Firing Grade D Accounting Clients: Jean Caragher." In this episode of the Accounting Influencers Podcast, host Rob Brown interviews Jean Caragher, the founder of Capstone Marketing, as she shares insights on growing accounting firms. Jean discusses her experience as an outsourced or fractional chief marketing officer for firms and highlights the range of services Capstone Marketing offers, including marketing plans, branding, content marketing, pricing, programs, and client satisfaction. She em...
May 29, 2023•27 min•Ep 17•Transcript available on Metacast 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 ...
May 26, 2023•21 min•Ep 16•Transcript available on Metacast 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...
May 25, 2023•26 min•Transcript available on Metacast "Accounting Leadership in Tough Times", John Fenton speaks with host Rob Brown about his experience as a managing partner at BDO and his passion for leadership. Fenton draws upon his background in athletics, particularly in football and martial arts, to emphasise the importance of mindset, self-awareness, and intentionality of ineffective leadership. He stresses the need for leaders to take a step back, breathe deeply, and create white space on their calendars to centre themselves, make better d...
May 22, 2023•28 min•Ep 16•Transcript available on Metacast Welcome to the Accounting Influencers Podcast , going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In this Talent Special bonus, "Accounting Leaders & Their Problems" Rob chats with Katie Best, a leadership coach and consultant. He discusses the challenges faced by professional services firms and their leaders and how coaching, consultancy and leadership development can help in...
May 18, 2023•4 sec•Transcript available on Metacast 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 di...
May 15, 2023•27 min•Ep 15•Transcript available on Metacast Welcome to the Accounting Influencers Podcast , going live every Monday and Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. The episode of the Accounting Influencers Podcast hosted by Rob Brown features Trisha Daho, who talks about culture building, talent acquisition and retention in accounting firms. Trisha explains that firms are struggling to find conventional talent to fill the needs of t...
May 11, 2023•24 min•Transcript available on Metacast 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, ...
May 08, 2023•28 min•Ep 14•Transcript available on Metacast Welcome to the Accounting Influencers Podcast , going live every Monday and Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In this episode of the Accounting Influencers Podcast hosted by Rob Brown, the guest Dr Juana Bordas discusses the importance of intergenerational and intercultural leadership in the accounting industry. Bordas explains that elders play a crucial role as a bridge between ...
May 04, 2023•6 min•Transcript available on Metacast "Client Accounting Services or CAS", Sage's Ed Warren provides insights for accountants looking to grow their firms. The conversation focuses on the value of being a specialist versus a generalist and how firms can target specific areas where they have the expertise to build new businesses and replace low-margin accounts. Warren also emphasises the growing market for outsourcing accounting services, particularly for small businesses and franchises. He discusses the benefits of developing specifi...
May 01, 2023•6 min•Ep 13•Transcript available on Metacast 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 the Accounting Influencers Podcast episode, Rob Brown interviews Will Farnell, author of the new book, "The Human Firm." The book focuses on how accounting firms can evolve beyond the digital firm into what Farnell calls the human firm. Farnell talks about his frustrat...
Apr 26, 2023•32 min•Transcript available on Metacast "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 C...
Apr 24, 2023•27 min•Ep 12•Transcript available on Metacast 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, accou...
Apr 20, 2023•27 min•Transcript available on Metacast 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, re...
Apr 17, 2023•24 min•Ep 11•Transcript available on Metacast Rob Brown features Lee Frederiksen, a behavioural scientist and researcher at Hinge Marketing, discussing marketing and growth opportunities for accounting firms. Lee talks about the importance of marketing and the need for the right talent and skills to implement effective marketing strategies. He highlights the role of digital marketing techniques such as search engine optimisation, consultations, and blog posts in high-growth firms. In contrast, traditional techniques like business developmen...
Apr 13, 2023•39 min•Ep 10•Transcript available on Metacast 
