Episode 70. In today's interview, "Accountants & CFOs Compared with Chris Argent." Chris Argent is Managing Director and Founder of Generation CFO. Frustrated by poor systems, poor reporting and lack of time to work within the finance industry, in 2009, Chris Argent set up a LinkedIn group looking for technology-minded accountants and finance professionals to help him out. After moving from SME CFO to Enterprise Finance Transformation Lead, Chris experienced advanced technology being used fi...
Apr 08, 2022•24 min•Ep 70•Transcript available on Metacast Episode 69. In today's practical episode, "What Works for Accountants with Writing Proposals." Key takeaways from this episode include: ➤ why many proposal documents from accountants make a poor case for why a business client should switch firms ➤ common mistakes accountants and CPAs make with their proposal documents and pitches for new clients ➤ why proposal documents are still relevant for accountants and CPAs in today's changing world ➤ setting the scene for when proposal documents kick in f...
Apr 07, 2022•14 min•Ep 69•Transcript available on Metacast Episode 68. In today's news episode, we discuss "Thought Leadership in Accounting with Matt Baldwin." Matt Baldwin is the co-founder of Coast, a public relations and communications consultancy that focuses on professional services firms. A former national newspaper journalist, Matt brings more than 25 years’ experience in helping accountancy and legal businesses develop impactful media relations, thought leadership campaigns and direct to client communications programmes. He is the editor of The...
Apr 06, 2022•24 min•Ep 68•Transcript available on Metacast Episode 67. In today's news episode, we discuss "The Shortfall of Technical Expertise in Accounting." In these segments, we pick out key trends and events in accounting and fintech media and analyse/interpret them for accountants in practice. Key takeaways from this episode include: ✓ the difference between an accounting industry and an accounting profession ✓ what accounting practitioners aged 41 and under feel are the biggest challenges of new technologies ✓ the difference in thinking between ...
Apr 05, 2022•10 min•Ep 67•Transcript available on Metacast Episode 66. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "The Shortfall of Technical Expertise in Accounting." ➜ Special Guest Interview: "Thought Leadership in Accounting with Matt Baldwin." ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants with Writing Proposals." ➜ Expert Interview: "Accountants & CFOs Compared with Chris Argent of GenerationCFO." For full shownotes on these segments,...
Apr 04, 2022•1 hr 7 min•Ep 66•Transcript available on Metacast 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 & ...
Apr 03, 2022•1 min•Transcript available on Metacast BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 1 - Avoiding the Conversation." In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. Key takeaways from this episode include: ✓ the #1 reason why...
Apr 02, 2022•10 min•Transcript available on Metacast Episode 65. In today's interview, "Exit Planning Services for Accountants with Christine Nicholson." Christine Nicholson is a multi award-winning UK Business Mentor and a Top 50 Woman in Accounting 2020. She has authored 4 business books and is a regular keynote speaker on Succession and Exit Planning. As a businesswoman who has built multi-million turnover businesses over the last 30 years, she has worked with many business owners in all sectors including taking one from bankruptcy ...
Apr 01, 2022•21 min•Ep 65•Transcript available on Metacast Episode 64. In today's practical episode, "What Works for Accountants When Choosing a Coach." Rob Brown and Martin Bissett examine the role of external coaches, consultants and trainers for both accountants and their practices. Key takeaways from this episode include: 》 the historical snobbery of the accounting profession who ignore the difference between interested prospects like referrals, and hard-fought business leads 》 examining what might make a business client switch from one accountant o...
Mar 31, 2022•14 min•Ep 64•Transcript available on Metacast 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 (lin...
Mar 30, 2022•29 min•Ep 63•Transcript available on Metacast Episode 62. In today's news episode, Rob Brown and Martin Bissett discuss "The New $1.4bn Accounting Firm & What It Means to You." When two big accounting firm merge to create an entity with more than 5,400 team members across 68 markets in 27 states, including the United Kingdom, it makes the news. What you need to know is how this affects you as an accounting practitioner, CPA, bookkeeper or practice leader/owner. Key takeaways from this episode include: ➩ getting behind the figures on one...
Mar 29, 2022•9 min•Ep 62•Transcript available on Metacast 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 t...
Mar 28, 2022•1 hr 21 min•Ep 61•Transcript available on Metacast Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday : hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday : News - Martin & Rob discuss "The New $1.4bn Accounting Firm & What It Means to You." ➜ Wednesday : "Critical Race Theory & Black Accountants with Anton Lewis." ➜ Thu...
Mar 27, 2022•2 min•Transcript available on Metacast BONUS: a short bonus episode from the client's perspective - "Why They Didn't Buy Part 12 - a Poor Quality Appointment." Great CPE or CPD for accountants with tips on how to not blame any marketing or telesales functions for giving you bad leads when you don't close the deal. In these bonus episodes, we focus on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't ...
Mar 26, 2022•15 min•Transcript available on Metacast Episode 60. In today's interview, "The World of Awards for Accounting with Richard Hattersley." Richard Hattersley is a journalist and broadcaster. He is the editor of AccountingWEB, the UK's leading community for accounting professionals. He took the reins of the site in January 2020 and oversaw record levels of traffic and hosted a weekly Coronavirus Q&A webinar as AccountingWEB became a lifeline to accountants during the Covid pandemic. He manages an in-house editorial team and commission...
Mar 25, 2022•21 min•Ep 60•Transcript available on Metacast 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 c...
Mar 24, 2022•14 min•Ep 59•Transcript available on Metacast Episode 58. In today's interview, "Accountants vz Software Vendors with Radical CPA Jody Padar." Sometimes called the Kim Kardashian of Accounting Tech, Jody Padar is Head of Tax and Evangelism at April. She is described as the Radical CPA, thought leader, influencer and change maker in the accounting/fintech world. Jody has been on the Accounting Today Top 100 Most Influential People List for the last ten years. She is the author of From Success to Significance: The Radical CPA Guide and The Ra...
Mar 23, 2022•24 min•Ep 58•Transcript available on Metacast Episode 57. In today's news episode, we discuss "Losing Your Credibility - How Long Can KPMG Last?" Key takeaways from this episode include: ➺ what life looked like before the big 4 and why accounting firms were too big to fail ➺ shout out to Richard Murphy at AccountingWeb asking 'how long can KPMG last?' ➺ whether a big 4 firm can remain viable in a world where professional credibility is everything ➺ charting the 'audit failure timeline' of KPMG where they have fallen short of standards ➺ how...
Mar 22, 2022•10 min•Ep 57•Transcript available on Metacast Episode 56. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Losing Your Credibility - How Long Can KPMG Last?" ➜ Special Guest Interview - "Accountants vz Software Vendors with Radical CPA Jody Padar." ➜ Here's What Works - Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works with Employer Branding for Accounting Firms." ➜ Expert Interview: "The World of Awards for Accounting with Richard Hattersley." For full sho...
Mar 21, 2022•1 hr 15 min•Ep 56•Transcript available on Metacast Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday : hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday : News - Martin & Rob discuss "Losing Your Credibility - How Long Can KPMG Last?." ➜ Wednesday : "Accountants vz Software Vendors with Radical CPA Jody Padar." ➜ Thursday : Ro...
Mar 20, 2022•2 min•Transcript available on Metacast BONUS: a short bonus episode from the client's perspective - "Why They Didn't Buy Part 11 - Too Good for Sales Coaching." Great CPE or CPD for accountants with tips on how to avoid complacency in thinking that you don't need any training or coaching to win business. In these bonus episodes, we focus on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why t...
Mar 19, 2022•12 min•Transcript available on Metacast Episode 55. In today's interview, "The Evolution of Accounting Software with Kevin McCallum." Kevin McCallum spent 11 years at FreeAgent before recently becoming Accountancy Manager's team CEO. He is responsible for the day-to-day running of AM and implementing the strategy to grow the business. He brings significant experience to the role, having spent 20 years working in the accounting software industry. Key takeaways from this episode include: ➨ the key 'externalities' that have come into the...
Mar 18, 2022•24 min•Ep 55•Transcript available on Metacast 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 qu...
Mar 17, 2022•16 min•Ep 54•Transcript available on Metacast Episode 53. In today's interview, "Accounting Firm Hybrid Working Strategies with Bill Reeb." Bill Reeb is a CPA and has been consulting for three decades in the areas of strategy, leadership and change management. He d became a CPA in 1986. An award-winning public speaker, Bill and his partner, Dom Cingoranelli, have co-authored Securing the Future: Building Your Firm’s Succession Plan and Securing the Future: Implementing Your Firm’s Succession Plan. Bill is past Chair of the Board of the AICP...
Mar 16, 2022•33 min•Ep 53•Transcript available on Metacast 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...
Mar 15, 2022•11 min•Ep 52•Transcript available on Metacast Episode 51. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Accountants - Would You Pay $7m for a 30s Superbowl Ad?" ➜ Special Guest Interview: "Accounting Firm Hybrid Working Strategies with Bill Reeb." ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works to Help Accountants Turn Conversations into Business." ➜ Expert Interview: "The Evolution of Accounting Software with Kevin McCallum." For full shownotes on t...
Mar 14, 2022•1 hr 27 min•Ep 51•Transcript available on Metacast 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 ...
Mar 13, 2022•1 min•Transcript available on Metacast BONUS: a short bonus episode from the client's perspective - "Why They Didn't Buy Part 10 - Referrals vz Ordinary Leads." In these bonus episodes, we focus on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Key takeaways from this episode include:...
Mar 12, 2022•11 min•Transcript available on Metacast 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...
Mar 11, 2022•24 min•Ep 50•Transcript available on Metacast Episode 49. In today's practical episode, "What Works for Accounting Firms with Succession Planning." Key takeaways from this episode include: ➯ how succession planning is a big problem with a potentially small solution for accountants ➯ why it's so difficult for accounting firm leaders to identify their partner avatar for succession ➯ what accounting firms need to do with their potential partners to accelerate succession ➯ questions accountancy leaders should ask themselves about how they are n...
Mar 10, 2022•9 min•Ep 49•Transcript available on Metacast