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 ...
Jun 14, 2022•9 min•Ep 117•Transcript available on Metacast Episode 116. On this week’s Accounting Influencers Podcast: ➜ News - "Flexible Work Patterns in Accountancy Firms." ➜ Special Guest Interview: "Route to the Top for Black Accountants: Herschel Frierson." ➜ Practical advice and tips for accounting practitioners on "Employer Brand in Accounting - Developing Existing Talent." ➜ Expert Interview: "How Clients Can Educate Accountants: Susan Bryant." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outl...
Jun 13, 2022•1 hr 9 min•Ep 116•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 11 - Pricing Tips for Accountants." In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. Key takeaways from this episode include: ⍟ why pricing i...
Jun 11, 2022•10 min•Transcript available on Metacast Episode 115. In today's interview, "Financial Literacy, Family Businesses & Wealth Management." Rory Henry has 15+ years of experience working in both the tax and most recently financial advisory professions. He has built a program, AFO Wealth Management Forward, that works with accounting firms to implement Holistic Wealth Management Services. A technology enthusiast at heart, Rory is adept at finding ways to improve the client experience using technology to streamline tax, accounting, and ...
Jun 10, 2022•39 min•Ep 115•Transcript available on Metacast Episode 114. In today's practical episode, "Accounting Firm Employer Brand - Rewarding Talent." 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 importance for accounting firms to pay their people what they are worth ➯ why money isn't everything when it comes to rewarding employees ➯ how a better job title or grander role can be more important to some staff t...
Jun 09, 2022•9 min•Ep 114•Transcript available on Metacast Episode 113. In today's interview, "Mental Resilience for Accountants: Randy Crabtree." Randy Crabtree is co-founder and partner of Tri-Merit Specialty Tax Professionals in the USA. Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs. (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser . He is a regular presenter at conferences and virtual training events hosted b...
Jun 08, 2022•21 min•Ep 113•Transcript available on Metacast Episode 112. In today's news episode, we discuss "3 Accounting Trends That Won't Go Out of Style." We agree 2 of these trends! Original source of this piece below. Key takeaways from this episode include: why accounting remains the language of business, and why not all accountants play on this fact enough how the best accounting professionals are able to not just report on the data but tell the stories behind the numbers why cashflow is like oxygen for small businesses, but accountants don't alw...
Jun 07, 2022•10 min•Ep 112•Transcript available on Metacast Episode 111. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "3 Accounting Trends That Won't Go Out of Style." ➜ Special Guest Interview: "Mental Resilience for Accountants: Randy Crabtree." ➜ What works with "Employer Brand - Rewarding People Properly." ➜ Expert Interview: "Financial Literacy & Wealth Management: Rory Henry." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. NO...
Jun 06, 2022•1 hr 17 min•Ep 111•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 10 - Don't Say the Price Early." 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 roles like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. ***APOLOGIES FOR THE AUDIO QUALITY ON THIS EPISODE*** Key ...
Jun 04, 2022•11 min•Transcript available on Metacast Episode 110. In today's interview, "Non-Profit Clients for Accountants: Jeremy Van Groll." Jeremy Van Groll is founder and President of Nonprofit Bookkeeping. He has a Masters in Financial Management and has twenty years of experience in leadership roles including corporate accounting, banking, data analysis, and compliance reporting. His company partners with domestic and international organizations to implement efficient financial and data management processes that allow non-profit...
Jun 03, 2022•25 min•Ep 110•Transcript available on Metacast Episode 109. In today's practical episode, what works for accounting firms on "Accounting Firms - First Steps with Employer Branding." 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: ★ link to previous related episode: "What Works in Accounting with Employer Brand Websites" https://bit.ly/37T8XYY ★ why almost all accounting firm websites are conflicted and therefo...
Jun 02, 2022•13 min•Ep 109•Transcript available on Metacast Episode 108. In today's interview, "Challenging Prejudice in Accounting 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...
Jun 01, 2022•32 min•Ep 108•Transcript available on Metacast 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 prof...
May 31, 2022•8 min•Ep 107•Transcript available on Metacast Episode 106. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Checklist - 10 Practice Priorities for Accountants." ➜ Special Guest Interview: "DEI, Racism & Prejudice in Accounting: Anton Lewis." ➜ Here's What Works: "Getting Started With Your Employer Brand." ➜ Expert Interview: "Not For Profit Clients in Accounting: Jeremy van Groll." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days...
May 30, 2022•1 hr 16 min•Ep 106•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 9 - Not All Business is Good." ***APOLOGIES FOR THE AUDIO ON THIS BONUS EPISODE*** 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 takea...
May 28, 2022•11 min•Transcript available on Metacast Episode 105. In today's interview, "Accounting Firm Leadership Priorities with Gary Shamis." Gary Shamis is a former top 40 US accounting firm managing partner who sold to BDO in 2015. He is now CEO of Winding River Consulting, a high-level strategy consulting for the Restaurant, CPA, and professional services industries. Amongst many other accounting accolades, Gary won EY Entrepreneur of the Year and is a Top Ten Managing Partner Elite (Accounting Today) where he was called the “very model of ...
May 27, 2022•33 min•Ep 105•Transcript available on Metacast Episode 104. In today's practical episode, "Three Signs of Executive Presence in Accountants." 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 do people react when you walk into a room or show up on a video call? ➤ what executive presence gives accountants and leaders in professional environments ➤ the importance of avoiding non-words that dilute the communi...
May 26, 2022•12 min•Ep 104•Transcript available on Metacast Episode 103. In today's interview, "Accountants - Make Good Clients Great: 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 favourite roles are being the architect of accounting processes, an M&A advisor and a tax strategist. Susan’s passion is transforming the lives of business owners by bringing order to the finance functio...
May 25, 2022•25 min•Ep 103•Transcript available on Metacast Episode 102. In today's news episode, we discuss "How Accountants Can Inspire the Next Generation." Key takeaways from this episode include: ➨ questions accountants are asking themselves in looking for meaningful work ➨ the merits for accountants of giving something back to the profession to increase job fulfilment ➨ what candidates for accounting firm vacancies ask themselves about employer brand ➨ acknowledging the skills and talent shortage in accountancy that is driven by the 'great resignat...
May 24, 2022•11 min•Ep 102•Transcript available on Metacast Episode 101. On this week’s Accounting Influencers Podcast: ➜ News - "How Accountants Can Inspire the Next Generation." ➜ Special Guest Interview: "Accountants - Make Good Clients Great: Susan Bryant." ➜ Rob shares practical advice and tips on "Three Signs of Executive Presence in Accountants." ➜ Expert Interview: "Accounting Firm Leadership Priorities: Gary Shamis." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below...
May 23, 2022•1 hr 19 min•Ep 101•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 8 - Reliance on Referrals." ***APOLOGIES FOR THE SOUND QUALITY ON THIS RECORDING*** 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 take...
May 21, 2022•9 min•Transcript available on Metacast Episode 100. In today's interview, "The 3 Kinds of Modern Day CFO with Kevin Appleby." Kevin Appleby is COO at GrowCFO. He hosts the GrowCFO show, a weekly podcast dedicated to finance leaders. He is also the co-host of the long-running business show The Next 100 Days Podcast. He qualified with BDO, worked as European Business Accountant for ICI’s Plastics Business, and as a management consultant with PwC and BearingPoint. Key takeaways from this episode include: ⍟ how exams teach someone how to...
May 20, 2022•23 min•Ep 100•Transcript available on Metacast Episode 99. In today's practical episode, "What Works for Accountants with Presence & Gravitas." 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 accountants and CPAs can be more impactful by cutting out 'non-words' in their verbal communications ★ how clarity of message helps technical professionals like accountants develop gravitas in their role ★ the d...
May 19, 2022•10 min•Ep 99•Transcript available on Metacast Episode 98. In today's interview, "Data & Finance Analytics Services 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 u...
May 18, 2022•21 min•Ep 98•Transcript available on Metacast Episode 97. In today's news episode, "Social Media Trends & Tik Tok's Place in Accounting." Key takeaways from this episode include: ➨ insights from Sony about where accounting firms should be when it comes to 'online' and social media ➨ what happens to accounting firms who are not part of the social media conversation with potential clients and talent ➨ which social media platforms have seen gains and which have lost users throughout covid ➨ stats for active users on the main social media s...
May 17, 2022•11 min•Ep 97•Transcript available on Metacast 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 ep...
May 16, 2022•1 hr 6 min•Ep 96•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 7." In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. Key takeaways from this episode include: ✓ why accountants have done a poor job over the...
May 14, 2022•9 min•Transcript available on Metacast 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 Ignitio...
May 13, 2022•29 min•Ep 95•Transcript available on Metacast Episode 94. In today's practical episode, "Three SIgns of Executive Presence in Accountants." 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 importance for accountants of building their reputation to create career capital ⍟ defining executive presence for technical professionals like accountants ⍟ the benefits of corporate executive presence for accountants...
May 12, 2022•12 min•Ep 94•Transcript available on Metacast Episode 93. In today's interview, "ESG Opportunities in Accounting with Ian Thomson." Ian Thomson is Professor of Accounting and Sustainability at Birmingham Business School, Convenor of the Centre for Social and Environmental Accounting and Director of the Lloyds Banking Group Centre for Responsible Business. He has researched the many connections between responsible, sustainable business and accounting for 30 years. He co-authored Urgent Business and was a judge for UK Responsible Business of ...
May 11, 2022•18 min•Ep 93•Transcript available on Metacast