Des O'Neil shares his insights on helping accountants and bookkeepers realize their full potential and make a real impact on their clients. He emphasizes the importance of finding joy and passion in one's business and highlights that it's never too late to change direction for better results. Des also discusses the difference between authentic influencers and those who may not provide genuine value. Simplifying business and life comes down to clarity and understanding what you want, setting boun...
Nov 06, 2023•25 min•Transcript available on Metacast We have the honor of hosting Sarah Ghosh, the President of CIMA (Chartered Institute of Management Accountants). Sarah provides insights into the dynamic world of management accounting and its relevance in today's business landscape. With a diverse membership representing various roles and industries, CIMA is at the forefront of shaping the future of finance professionals. Sarah discusses the evolving responsibilities of accountants, from embracing technology and sustainability to promoting incl...
Oct 30, 2023•28 min•Transcript available on Metacast Rob Brown sits down with Calvin Harris, the CEO of the New York State Society of CPAs. Calvin discusses his role in leading the organization that represents CPAs in New York State and beyond. He shares his perspective on being a CPA and the importance of the credential. Calvin talks about the challenges and opportunities facing the accounting profession today, emphasizing the need for CPAs to demonstrate their relevance in a changing landscape. He highlights the role of technology, communication...
Oct 23, 2023•37 min•Transcript available on Metacast Rob Brown were joined by a true visionary in the world of finance and entrepreneurship, Adam Lean. Adam Lean's journey from accountant to two-time entrepreneur is nothing short of remarkable. He's built, scaled, and successfully sold two businesses, all while honing his expertise in financial management. Today, he's the driving force behind The CFO Project, a training company that equips financial professionals with the skills to provide outsourced CFO and business advisory services. Join us as ...
Oct 16, 2023•27 min•Transcript available on Metacast Rob Brown has the the privilege of hosting Richard Francis, the visionary Founder and CEO of Spotlight Reporting. As a global business intelligence software company dedicated to serving accounting firms and CFOs, Spotlight Reporting has been at the forefront of transforming the accounting profession. Richard takes us on a journey through his personal and professional evolution, from his early days in accounting to the pivotal moment when he saw the need for revolutionary reporting, forecasting, ...
Oct 09, 2023•33 min•Transcript available on Metacast Martin Bissett featuring Gordon King from The World of Twist, the conversation delves into the intersection of creativity and accounting in the music industry. Gordon King shares insights into the rise and fall of The World of Twist, a band he co-founded, shedding light on the financial dynamics within the group. As creative professionals navigating the music scene, the band members initially had little business acumen and entrusted their manager with handling finances. Gordon reflects on the na...
Oct 07, 2023•45 min•Transcript available on Metacast Join host Rob Brown on this captivating episode of the Accounting Influencers Podcast as he dives deep into the entrepreneurial mindset with special guest Nathan Hirsch. Nathan, a lifelong entrepreneur, is renowned for his unique focus on the often overlooked but vital aspects of entrepreneurship: bookkeeping and hiring. As the mastermind behind EcomBalance/AccountsBalance and Outsource School, Nathan has a wealth of wisdom to share about his journey and insights. Nathan's entrepreneurial journe...
Oct 02, 2023•33 min•Transcript available on Metacast In this episode, we are joined by Paul Barnhurst, an experienced financial planning and analysis (FP&A) professional. Paul shares his expertise in differentiating accounting from FP&A, highlighting how FP&A brings a forward-looking finance lens to guide strategic decision-making. Discover the critical role FP&A plays in budgeting, forecasting, and partnering with business leaders. Paul also sheds light on the essential social skills that complement technical expertise and elevate...
Sep 25, 2023•27 min•Transcript available on Metacast In this episode, Terrell Turner, an accounting professional, shares his career journey from technical accounting to launching his own firm. He highlights the evolving role of accountants, shifting from working in the background with numbers to taking the front line in driving business decisions and influencing organizations. Terrell emphasizes the importance of accountants becoming entrepreneurs and business owners, engaging in conversations about overall business strategy to add maximum value t...
Sep 18, 2023•27 min•Transcript available on Metacast In this episode, Jen Cryder, the CEO of the Pennsylvania Institute of CPAs (PICPA), shares her journey from an English major to a successful career in accounting. Representing around 20,000 accounting and finance professionals in Pennsylvania, PICPA serves as a unique state society dedicated to empowering bookkeepers and CPAs alike. Jen emphasizes the importance of diversity within the profession, where PICPA's membership includes college and high school students exploring accounting careers, pr...
Sep 11, 2023•27 min•Transcript available on Metacast Steven Hoffman delves into the dynamic changes taking place in the accounting industry driven by cloud-based technology and advisory services. He emphasizes the significance of controllership, providing real-time financial information, and becoming a business coach to clients through advisory roles. The pandemic has accelerated the adoption of cloud-based solutions, transforming the way businesses operate and how accountants offer their services. Steven discusses the increasing importance of con...
Sep 04, 2023•30 min•Transcript available on Metacast Adam Lean delves into the challenges accountants encounter in their quest to increase their income and the struggle to break free from being perceived as mere commodities. He emphasizes the need for accountants to transition into trusted advisors for small and medium-sized businesses, guiding them towards success and growth. Traditionally, accountants have been focused on recording the past, but Adam argues that they hold the potential to become forward-focused advisors, helping their clients ma...
Aug 28, 2023•27 min•Ep 30•Transcript available on Metacast Okorie Ramsey discusses his role and responsibilities as part of the global board supporting approximately 700,000 members worldwide highlighting three priorities: driving innovation, instilling integrity in sustainability areas, and supporting the next generation of accountants and the importance of leveraging technology, such as AI, to advance the profession and attract top-tier talent. He also addresses challenges in the pipeline of accounting professionals, including birth rates, education c...
Aug 21, 2023•26 min•Transcript available on Metacast Randy Johnston shares insights from his experience at AICPA Engage. The event was abuzz with discussions around artificial intelligence (AI), with several major players in attendance. Randy highlights the significance of the event, including the 40 under 40 influencer meeting and the recognition of the most powerful women in accounting. He mentions engaging conversations with CEOs and CTOs, delving into product strategies and insights. Over the years, the focus of the event has shifted from low-...
Aug 14, 2023•38 min•Transcript available on Metacast Hannah Munro emphasizes the importance of seeing transformation as an ongoing journey in the finance industry. Hannah, as a consultant, works with fast-growing businesses to reorient their processes, people, and technology to create an automated finance team. She discusses the challenges of transformation projects and highlights the need for clear objectives and measurable success metrics. Hannah emphasizes the significance of technology, process adaptation, and accurate data management for succ...
Aug 07, 2023•30 min•Transcript available on Metacast Jim Bourke shares insights on growing accounting firms through advisory services. He emphasizes the ever-changing nature of the profession and the importance of embracing technology as the driving force behind advisory practices. Jim discusses the need to align technology infrastructure with advisory goals, highlighting the selection of best-of-breed technologies and the impact of legacy systems on transformation. He emphasizes the role of accountants as trusted advisors and explores various adv...
Jul 31, 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 episode of the Accounting Influencers Podcast, guest Justin Grant discusses the image problem in the accounting profession, citing a decline in accounting degree enrollment and a shortage of skilled professionals. He suggests that leaders should prioritize creating a better work env...
Jul 28, 2023•38 min•Transcript available on Metacast Hannah Munro, the Managing Director of itas shares insights on driving change and transformation in accounting firms. Hannah explains that change goes beyond technology and emphasizes the importance of discussing all aspects surrounding technology that contribute to successful change and transformation. She highlights the value of speaking with respected individuals and experts in the field, providing inspiration and actionable advice. The CFO 4.0 podcast, hosted by Hannah, focuses on the future...
Jul 24, 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 episode, Rebecca Milhalic discusses the importance of recognizing women who are making a difference in their communities and the accounting profession. The focus is on women who have taken action and actively contributed to improving lives. The conversation highlights the need for r...
Jul 21, 2023•29 min•Transcript available on Metacast 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•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•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•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•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•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•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 
