"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 foc...
Apr 10, 2023•27 min•Ep 10•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, "The Under-Used Brain of Accountants", Rob Brown chats to Dawn Goldberg, a mindset coach for accountants and shares how understanding and managing your brain can transform your personal and professional life. She discusses the universal application of the...
Apr 06, 2023•30 min•Transcript available on Metacast "What Works in Successful Discovery Calls", Rob Brown speaks with guest Nancy Fox about growing accounting firms. Nancy highlights the importance of having a unique value proposition and point of distinction that sets accountants apart from their peers. Additionally, she emphasises the need to warm up potential clients before a discovery call by networking and building relationships. Nancy shares a five-step structure for conducting discovery calls and suggests asking deep questions to determine...
Apr 03, 2023•24 min•Ep 9•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, "What Motivates Accountants & CPAs" Rob Brown features Ashley Miller, an executive coach. Ashley shares insights into leadership, team dynamics, and influence. She discusses the importance of the human element in accounting and how firms can add value...
Mar 30, 2023•23 min•Transcript available on Metacast "Innovation Beyond Technology in Accounting" Rob Brown speaks with Ed Kless, Senior Director of Sage Accountants Solutions, about innovation in the accounting industry. With 18 years of experience working for Sage, Ed has a wealth of knowledge about helping accounting partners, influencers, and customers improve their businesses. Ed discusses the history of Sage and a think tank started by Ron Baker that helped to initiate the value pricing movement. He maintains that the billing model needs to ...
Mar 27, 2023•20 min•Ep 8•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, "Employer Branding for Accounting Firms", Rob Brown continues his conversation with Jen Surtees, Director of People Experience (UK & EMEA) at Xero, to discuss some of the biggest challenges facing employers in the current recruitment landscape. Jen sh...
Mar 23, 2023•21 min•Transcript available on Metacast "Best Client Service in Accounting", Tom Wheelwright, a tax expert, joins Rob, the author of the best-selling book, "Tax-Free Wealth". Tom is the founder and CEO of WealthAbility, a global tax and accounting firm dedicated to helping entrepreneurs and investors reduce their tax burden and build wealth. Tom shares his insights and expertise on tax planning and wealth creation topics. He explains how taxes work, why it's essential to have a tax strategy, and what steps individuals and business own...
Mar 20, 2023•27 min•Ep 7•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, "Human Capital & Talent in Accounting", host Rob Brown speaks with guest Gary Shamis about the challenges accounting firms face in talent acquisition and retention. Shamis notes the 50% decrease in the pipeline of new CPAs over the last five years and belie...
Mar 16, 2023•24 min•Transcript available on Metacast "Private Equity Impact in Accounting: Gary Shamis" Rob Brown talks to Gary Shamis about his experience in the accounting industry, from working for one of the Big Eight accounting firms to growing his own accounting firm and eventually selling it to BDO. He also discusses private equity in the accounting industry and the challenges facing the industry. Key Takeaways ➤ Private equity firms increasingly invest in various industries, including accounting and financial services. As a result, many ac...
Mar 13, 2023•29 min•Ep 6•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, "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. Bail...
Mar 09, 2023•25 min•Transcript available on Metacast "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...
Mar 06, 2023•29 min•Ep 5•Transcript available on Metacast In this Talent Special bonus, "Leading in a People First Culture: Xero's Jen Surtees," host Rob Brown speaks with Jen Surtees, the Director of People Experience (UK & EMEA) at Xero, about the importance of building and leading in a people-first culture. Jen explains that a people-first culture prioritises employees' well-being, development, and growth. She emphasises cultivating a culture where employees can thrive and feel supported. She identifies the first step as identifying the values t...
Mar 02, 2023•21 min•Transcript available on Metacast "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 fir...
Feb 27, 2023•27 min•Ep 4•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 - Good vz Great with Terry Snyder." You can also watch this on YouTube - https://youtu.be/zxhMC7Ty36I In this episode of the Accounting Influencers Podcast, host Rob Brown welcomes Terry Snyder, a seasoned expert in accounting firm growth. T...
Feb 23, 2023•31 min•Transcript available on Metacast How Accountants Can Grow with Video: Kate Johnson Our guest today is Kate Josephine Johnson, owner of Heritage Business Services, LLC, a virtual bookkeeping firm serving small businesses across the United States. Kate is also the Chief Hustler at Bookkeeping Side Hustle, where she helps other accounting professionals build virtual accounting careers they love. In this episode, Kate shares her insights on how accounting professionals can diversify their revenue streams. She discusses various stra...
Feb 20, 2023•24 min•Ep 3•Transcript available on Metacast 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 incl...
Feb 16, 2023•23 min•Transcript available on Metacast "Do Accountants Make the Best CFOs? Steve Rosvold." Steve Rosvold is the Founder of CFO.University, a professional development platform for finance leaders. He spent 20 years leading corporate finance teams honing his ability to drive change, improve profitability and ensure long-term financial health for businesses before creating an advisory practice that grew into CFO.University. The company’s foundation is built on the four pillars of CFO success: Accounting, Finance, Treasury and Leadership...
Feb 13, 2023•26 min•Ep 2•Transcript available on Metacast This bonus episode of the Accounting Influencers podcast is part of a series to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't. We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world. You can check this episode out on Youtube here: https://youtu.be/ink1NDsoW-I Your commentators and thought leaders in this bonus series include: Martin Bissett Advisor to the Advisors in Accounting &am...
Feb 10, 2023•34 min•Transcript available on Metacast 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 fig...
Feb 08, 2023•53 min•Transcript available on Metacast "What Is Accounting Transformation? Donny Shimamoto." Donny Simamoto is the founder of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm accelerating innovation and organizational development for small and mid-market businesses and nonprofits. He is recognized as a global thought leader and educator in the fields of accounting innovation, IT risk management, and performance management. Key questions addressed in this episode : ☛ the origins of the Center for Accounting Transformation an...
Feb 06, 2023•16 min•Ep 1•Transcript available on Metacast As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't. We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world. Check this out on Youtube here: https://youtu.be/Pg0WqaNQbk8 Your commentators and thought leaders in this bonus series include: Martin...
Feb 03, 2023•21 min•Transcript available on Metacast 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 fig...
Feb 01, 2023•46 min•Transcript available on Metacast On behalf of the Accounting Influencers Podcast Network, this is the " Success in Accounting " show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. ***Note from next week Mon 6 January 2023 this show reverts back to the popular Accounting Influencers Podcast as a title. You don't need to do anything - just make sure you stay subscribed when the show title changes. *** In today's epis...
Jan 30, 2023•29 min•Ep 31•Transcript available on Metacast 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 ...
Jan 27, 2023•21 min•Transcript available on Metacast 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...
Jan 25, 2023•56 min•Transcript available on Metacast This is the " Success in Accounting " show, going live every Monday to 150 countries and 31,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. Soon this will revert back to its previous name, the Accounting Influencers Podcast from Mon 6th Feb 2022 so stay subscribed and enjoy some of the excellent guests and panels we've got lined up with the world's top accounting influencers and experts. In today's episode 30, "Why Accountants Need...
Jan 23, 2023•24 min•Ep 30•Transcript available on Metacast 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 ...
Jan 20, 2023•32 min•Transcript available on Metacast 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 fig...
Jan 18, 2023•57 min•Transcript available on Metacast On behalf of the Accounting Influencers Podcast Network, this is the " Success in Accounting " show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 29, "Habits, Performance & Accountants Part 2: Jon Finn." You can also watch this on youtube here: https://youtu.be/Zi9Wqj08gwE Dr. Jon Finn wrote his best-selling book ‘The Habit Mechanic’ (which took him over 20 y...
Jan 16, 2023•18 min•Ep 29•Transcript available on Metacast As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't. We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world. You can watch this episode on youtube here: https://youtu.be/VqdcLLuwzww Your commentators and thought leaders in this bonus series inc...
Jan 13, 2023•25 min•Transcript available on Metacast