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•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•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•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•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•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•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•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•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•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•Transcript available on Metacast "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•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•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•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•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•Transcript available on Metacast 
