Accounting Voices

Is AI Changing Your Firm Or Just Speeding Things Up?

Tue, 07 Apr 2026 00:01:00 +0100

AI is everywhere in accounting right now. Vendors claim transformation. Conferences promise disruption. Firms report adoption. But how much of this is real strategic change and how much is just efficiency improvement dressed up as transformation? In this episode, Rob Brown explores a critical leadership question: Where is AI genuinely reshaping accounting firm direction? This episode separates true structural change from surface-level productivity gains, helping firm leaders diagnose whether their AI adoption is strategic or accidental.

Watch this episode on YouTube: https://youtu.be/nTC9Bk9Wf7M

Thank you to our Season Partners for making this series possible.

Fieldguide is the AI-native platform for audit and advisory enabling human and AI collaboration to scale capacity, improve quality and transform how firms operate. fieldguide.io

Karbon is the global leader in AI-powered practice management software for accounting firms. Their research into how technology is reshaping firm performance is essential reading for anyone leading a firm in 2026. karbonhq.com

Digits is the AI-powered financial intelligence platform helping accounting firms and their clients make faster, smarter decisions with their numbers. digits.com

Accounting Voices is a senior sense-making platform for firm owners, managing partners and senior operators navigating the forces reshaping accounting firms. Host Rob Brown convenes structured conversations with leaders across the profession to interpret what AI, private equity, consolidation and leadership pressure mean in practice.

This season, AI Reality Inside Firms, brings together senior accounting firm leaders answering the same five structured questions about how AI is actually landing inside firms, separating execution from narrative.

Find all episodes on your preferred podcast platform or on the Accounting Voices YouTube channel. https://www.youtube.com/@accountingvoices

To find out more or to explore season partnership opportunities, connect with Rob on LinkedIn. https://www.linkedin.com/in/therobbrown

AI Reality in Accounting: Let's Ask the Hard Questions

Tue, 31 Mar 2026 00:01:00 +0100

In this episode, we explore what’s actually happening inside firms right now as artificial intelligence begins to change strategy, talent models, partnerships, operating structures, and decision-making at every level. While nearly 98% of accounting firms are already using AI in some form, only about 1 in 5 have a documented AI strategy. That gap is where the biggest risks and opportunities exist. This conversation kicks off a powerful leadership series built around five critical questions senior partners and executives must answer today if they want their firms to remain relevant in the next decade.

Watch this episode on YouTube: https://youtu.be/x7uvCiJ6VD8

Thank you to our Season Partners for making this series possible.

Fieldguide is the AI-native platform for audit and advisory enabling human and AI collaboration to scale capacity, improve quality and transform how firms operate. fieldguide.io

Digits is the AI-powered financial intelligence platform helping accounting firms and their clients make faster, smarter decisions with their numbers. digits.com

Find all episodes on your preferred podcast platform or on the Accounting Voices YouTube channel. https://www.youtube.com/@accountingvoices

To find out more or to explore season partnership opportunities, connect with Rob on LinkedIn. https://www.linkedin.com/in/therobbrown

Choose Wisely - Revenue Today or Value for Tomorrow?

Tue, 24 Mar 2026 00:01:00 +0100

There’s a deeper tension shaping the future of accounting firms and most leaders aren’t talking about it openly.

In this episode of the Accounting Voices Podcast, Rob Brown dives into one of the most critical strategic questions facing firm leaders today:

👉 Are you building short-term partner income… or long-term enterprise value?

As AI, private equity, and industry consolidation reshape the profession, traditional partnership models are being challenged like never before. This episode explores the hidden forces behind these changes and what they mean for firm owners, leaders, and rising professionals.

In this episode, you’ll learn:

Why the traditional partnership model is under pressure

How AI is compressing career paths and reshaping firm structures

The difference between lifestyle firms vs enterprise firms

Why leadership capability matters more than technical expertise

The real tension between short-term payouts and long-term value

How client ownership is shifting to client stewardship

What private equity means for accounting firm leadership

Whether you're a firm owner, partner, or aspiring leader, this episode will challenge how you think about growth, leadership, and the future of accounting.

Key takeaway:

The biggest decision isn’t about technology or talent. It’s about what kind of firm you’re actually building.

You can watch this on YouTube here: https://youtu.be/nd63ysaqIys

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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The Accounting Voices Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. Host Rob Brown delivers insights to help professionals strengthen their personal brand, stay informed about industry changes and navigate disruptive forces affecting accounting business models and trends. Check out the show on your preferred podcast app or platform, or go to the Accounting Voices YouTube channel for all of the episodes in video format. https://www.youtube.com/@accountingvoices

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

How Accounting Firm Ownership Models Are Changing

Tue, 17 Mar 2026 00:01:00 +0100

There’s a deeper tension shaping the future of accounting firms and most leaders aren’t talking about it openly.

In this episode of the Accounting Voices Podcast, Rob Brown dives into one of the most critical strategic questions facing firm leaders today:

👉 Are you building short-term partner income… or long-term enterprise value?

In this episode, you’ll learn:

Why the traditional partnership model is under pressure

How AI is compressing career paths and reshaping firm structures

The difference between lifestyle firms vs enterprise firms

Why leadership capability matters more than technical expertise

The real tension between short-term payouts and long-term value

How client ownership is shifting to client stewardship

What private equity means for accounting firm leadership

Whether you're a firm owner, partner, or aspiring leader, this episode will challenge how you think about growth, leadership, and the future of accounting.

You can watch this on YouTube here: https://youtu.be/nd63ysaqIys

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Soft Skills Dying? Leadership Under Pressure from AI

Tue, 10 Mar 2026 00:01:00 +0100

This is Part 3 of the Leadership Under Pressure series on Accounting Voices.

For more than a decade the accounting profession has repeated the same message. Advisory services represent the future.

But AI and automation are now forcing a deeper question

Is advisory truly embedded in accounting firm operating models or is it still aspirational.

In this episode Rob explores:

1. Why advisory is not simply another service line

2. The metrics contradiction facing accounting firms

3. The identity shift required for advisory leadership

4. The forty million dollar firm advisory scenario

5. The PE backed advisory expansion challenge

If firms want advisory growth they must redesign pricing, incentives and leadership expectations.

You can watch this on YouTube here: https://youtu.be/ACmxNM2mIp0

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

AI & the Disappearing Path to Accounting Partnership

Tue, 03 Mar 2026 00:01:00 +0100

AI transforming accounting firms… or quietly breaking their leadership pipeline?

In this first episode of a 5-part leadership series, Rob Brown explores a critical issue facing the profession:

AI is not just improving productivity in accounting firms. It is stress-testing leadership models.

If AI removes the grind, what replaces the apprenticeship? Drawing insights from conversations on the Inside Public Accounting podcast with Chelsea Summers, this episode goes beyond margin, leverage, and production capacity.

Instead, it asks a deeper question: 👉 If machines are drafting the work… who is doing the learning?

You can watch this on YouTube here: https://youtu.be/FncMCgB3jLI?si=pV1BkRgQ5F9oVYjc

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

What Accounting Leaders Are 100% Certain About in 2026

Tue, 24 Feb 2026 00:01:00 +0100

In this episode of Accounting Voices, Rob Brown discusses key predictions for the accounting profession in 2026 based on insights from 48 industry leaders. The conversation covers themes of automation, revenue shifts from compliance to advisory, the integration of AI in accounting practices, talent sustainability, and the ongoing trend of consolidation within the industry. The episode emphasizes the need for firms to adapt to rapid changes and prepare for future challenges, particularly during busy seasons.

Takeaways

The month-end close process will be automated by 2026.

Audits will be completed in under five hours.

Advisory revenue is set to surpass compliance revenue.

Firms will budget for AI as they do for headcount.

AI will become the first staff accountant in firms.

50% of firms will use AI assistance systematically.

Consolidation in the industry will intensify.

Busy seasons will continue to be challenging for firms.

Change is inevitable in the accounting profession.

Firms must stay relevant and adapt to new trends.

You can watch this on YouTube here: https://youtu.be/z-4VrkN3Ksc

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The New Skills Accounting Leaders Must Master In 2026

Tue, 17 Feb 2026 00:01:00 +0100

In this episode of Accounting Voices, Rob Brown discusses the evolving landscape of leadership in the accounting profession. He emphasizes that technical excellence is no longer sufficient for leaders, who must now embrace emotional literacy, adaptability, and strategic thinking to navigate the complexities of modern business. The conversation highlights the importance of trustworthiness, effective people management, and the need for leaders to develop AI skills to stay relevant in a rapidly changing environment.

Takeaways

Technical excellence is the price of entry for accountants.

Leaders must transition from technical experts to enterprise leaders.

Emotional literacy is crucial for effective leadership.

Change management differs from change leadership.

Delegation is essential to prevent burnout.

Trustworthiness cannot be automated and is vital for leadership.

Every firm member will need AI operator skills by 2026.

Strategic heresy involves letting go of outdated practices.

Leaders should view their firms as products requiring systems thinking.

Humanity and judgment are key attributes for future leaders.

You can watch this on YouTube here: https://youtu.be/gyfVzKISy78

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Strategic Mirror Facing Accounting Firms IN 2026

Tue, 10 Feb 2026 00:01:00 +0100

In this episode of Accounting Voices, we continue our Reflections 2025 series with a different kind of question:

What moment actually changed how leaders think about the accounting profession?

Across 48 conversations, a clear pattern emerged.

2025 became the year the profession was forced to look in the mirror — and many leaders didn’t like what they saw.

This episode explores the assumptions that quietly collapsed:

The idea that technical excellence alone is enough to survive
The belief that only accountants can run accounting firms
The illusion that private equity is a guaranteed exit
The comfort of reactive advisory instead of proactive leadership
And the dangerous gap between AI experimentation and governance

From the Deloitte Australia AI scandal, to the rise of non-accountant COOs, to push-button data migrations eliminating long-accepted friction, this conversation maps the strategic fault lines now defining the profession.

You’ll hear insights from leaders including:

Alice Grey Harrison on the irony of firms failing to give themselves strategic advice
Sagar Ahuja on the quiet death of partner consensus
Becky Livingston on governance failures masquerading as AI failures
Trow Trowbridge on the cost of being reactive
Ira Rosenbloom on the myths surrounding private equity
Ben Taylor on why long-held technology assumptions finally broke

At its core, this episode asks a confronting question:

If your firm were your own client, would you still be hired?

2025 wasn’t about better tools.

It was about better thinking.

And once the mirror is held up, you can’t unsee what’s reflected.

You can watch this on YouTube here: https://youtu.be/3NKN3q3dfsY

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Accounting's Execution Failures on AI, Talent & Advisory

Tue, 03 Feb 2026 00:01:00 +0100

In this episode of Accounting Voices, Rob Brown shares the most honest reflections yet from 48 industry leaders, partners, and practitioners. After asking one tough question, “What disappointed you in 2025?”, a clear pattern emerged.

The problem wasn’t a lack of technology.

It wasn’t AI.

And it wasn’t ambition.

It was execution.

From shiny new tools layered onto broken processes, to decision paralysis, vendor overpromising, outdated partner models, and firms mistaking activity for progress, this episode breaks down why the profession feels stuck despite unprecedented opportunity.

You’ll hear powerful metaphors, sharp warnings, and uncomfortable truths about why agreement without action is holding firms back, and why courage, not more tools, is now the missing ingredient.

If you’re a firm leader, partner, or professional navigating change, this episode will challenge how you think about technology, strategy, talent, and accountability.

You can watch this on YouTube here: https://youtu.be/rStqAfRmxDU

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

48 Experts Share the Biggest Accounting Shifts of 2025

Tue, 27 Jan 2026 00:01:00 +0100

In this powerful episode of Accounting Voices, Rob Brown reveals the findings from an ambitious project: interviewing 48 senior leaders across the accounting profession and asking them the same five questions about the year that changed everything.

This episode focuses on Question 1: What defined 2025? And the answer is uncomfortable but critical: 2025 was not a year of progress. It was a year of separation.

You’ll hear how:

AI stopped being “innovation” and became baseline infrastructure.

Private equity permanently changed the profession’s operating model.

Legacy processes collided with modern technology.

Talent pressure exposed broken cultures and outdated firm models.

The profession entered a deep identity crisis.

The “velocity gap” between firms is now a serious threat.

You can watch this on YouTube here: https://youtu.be/01w0gDWxE6E

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

How Accounting’s 2026 Divide Affects You & Your Firm

Tue, 20 Jan 2026 00:01:00 +0100

In this episode, Rob Brown discusses the evolving landscape of accounting firms, emphasizing the importance of understanding the type of firm one wants to become amidst rapid changes driven by technology and market dynamics. He highlights five key signals affecting leadership and firm relevance, including the discomfort surrounding AI, the challenges of the partnership model, and the pressures faced by mid-tier firms. Brown offers takeaways for current and aspiring leaders, focusing on the need for clarity, interpretation of information, and the importance of relevance over tenure in leadership roles.

You can watch this on YouTube here: https://youtu.be/WhG5gORGVCs

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

There Are Only 4 Paths for Accounting Firms in 2026

Tue, 13 Jan 2026 00:01:00 +0100

In this episode of Accounting Voices, Rob Brown discusses the critical choices accounting firms must make as they navigate the evolving landscape of the profession. He emphasizes the importance of making intentional decisions regarding automation, client relationships, and specialization, highlighting the trade-offs that come with each choice. The conversation explores the four dominant strategic positions firms can adopt and the implications of these choices for their future success.

You can watch this on YouTube here: https://youtu.be/42pAfXia5LwFuture Accounting Firm Models 2026 | The Strategic Trade-Offs Leaders Must Face

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

How the Accounting Profession Is Splitting in 2026

Tue, 06 Jan 2026 00:01:00 +0100

2026 is not a reset year for accounting firms.It is a sorting year.

In this episode of Accounting Voices, Rob Brown explains why the accounting profession is splitting and why firms will be forced to choose a direction.

Four fault lines are reshaping the profession:

1. How firms adopt AI

2. How client expectations are changing

3. Whether the next generation wants ownership

4. Which business models survive consolidation

Some firms will gain clarity, margin and confidence. Others will stay busy and quietly fall behind. This episode is not about tools. It is about direction.

You can watch this on YouTube here: https://youtu.be/240ZreNQrT4

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

If 2025 Felt Heavy, It’s Because It Mattered

Tue, 30 Dec 2025 00:01:00 +0100

In this episode, Rob Brown reflects on the significant changes and challenges faced in the accounting and finance sectors over the past year. He discusses the impact of private equity, AI, and shifting workplace dynamics on professionals' mental health and job satisfaction. Rob emphasizes the importance of recognizing these changes, reassessing career paths, and building personal brands to ensure stability and relevance in the evolving job market. He encourages listeners to reflect on their experiences and consider what they want to carry forward into the next year.

Takeaways

This year has brought unprecedented change in the workplace.

Mental health and job satisfaction are crucial for professionals.

Many are questioning if their current career aligns with their expectations.

Stability comes from personal skills and relationships, not just employers.

Silence in the workplace can lead to irrelevance.

It's acceptable to seek more from your career without being ungrateful.

Accounting offers diverse career paths and opportunities.

Not every workplace deserves your best efforts.

Clarity and context are essential for career success.

Reflecting on the past year can guide future career decisions.

You can watch this on YouTube here: https://youtu.be/_Q-K-1vW5TU

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

When Change Is Announced Inside Your Accounting Firm

Tue, 23 Dec 2025 00:01:00 +0100

In the final part of this mini series Rob Brown explains how professionals and leaders should act when firm change is officially announced. From mergers to ownership shifts this episode shows why coping with uncertainty is now a career defining skill.

Key takeaways

Change tests behaviour
Clarity builds trust
Visibility creates security
Adaptation wins careers

You can watch this on YouTube here: https://youtu.be/YnwCVRqWdO0

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Signals Your Accounting career Is About To Shift

Tue, 16 Dec 2025 00:01:00 +0100

Accounting firms send signals long before announcing mergers restructures leadership changes or new ownership. In this episode Rob Brown explains the early warning signs that professionals notice first and how to read them so you stay informed relevant and secure during uncertainty.

KEY TAKEAWAYS

Leaders change language before they change structure

Partner behaviour reveals direction

Hiring patterns predict strategy

Tech spend is the earliest indicator

Visibility protects your career during uncertainty

You can watch this on YouTube here: https://youtu.be/WXUNtQOLv0M

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Why Accounting Firms & Careers Feel Unstable Right Now

Tue, 09 Dec 2025 00:01:00 +0100

Accounting firms everywhere are changing. Private equity takeovers. Mergers. Leadership shifts. Advisory growth. Partner exits. New models. Staff feel unstable confused and worried. In this episode Rob Brown explains why firms feel unpredictable right now and what you can do to stay relevant visible and secure during this major transition.

KEY TAKEAWAYS

Firms are changing for real structural reasons

Instability does not mean your career is at risk

Visibility matters during uncertainty

Relevance beats hierarchy

Your future is shaped by your choices not your firm

You can watch this on YouTube here: https://youtu.be/SnBcdEEnLMU

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Dilemma - "Should I Stay or Leave Public Accounting?"

Tue, 02 Dec 2025 00:01:00 +0100

Public accounting is intense and many professionals are questioning whether they should stay. In this episode Rob Brown breaks down the real reasons people want to leave public accounting and the key differences between the profession and the environment. You will learn how to assess burnout learning and the future of your career. This episode gives you a clear framework for deciding whether to stay in public accounting or move into industry or finance with confidence.

KEY TAKEAWAYS

Public accounting and accounting are not the same

Leaving public accounting is not leaving the profession

Burnout and boredom need different responses

Environment shapes success more than technical skill

Accounting remains a strong and flexible career path

You can watch this on YouTube here: https://youtu.be/XM1-bQtUG-k

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Is a Career in Accounting Still Worth It These Days?

Tue, 25 Nov 2025 00:01:00 +0100

In this pivotal episode Rob Brown explains the truth about the future of accounting.From AI disruption to collapsing entry level pathways to the rise of visibility and influence, this episode is a wake up call for accountants who want to stay relevant. Learn how to build fluency, clarity and credibility in a changing profession.

Key Takeaways

* Visibility is the new career advantage

* AI replaces tasks not trust

* Younger accountants want clarity not grind culture

* Standing out is safer than blending in

* Judgment communication and influence are the future

You can watch this on YouTube here: https://youtu.be/63zyKUFQEFc

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Career Insurance - What AI Cannot Do in Accounting

Tue, 18 Nov 2025 00:01:00 +0100

In the final episode of the Big Four AI mini-series, Rob Brown explains how to stay credible and competitive as AI reshapes accounting. Learn why visibility is credibility, how to become the translator between humans and machines, and how to build fluency that turns fear into confidence.

Key Takeaways

Reputation now comes from visibility and proof of thinking.
You don’t need to code to stay relevant — you need to converse with technology.
Judgment and communication define career security in the AI age.
Fluency beats fear; clarity beats complexity.

You can watch this on YouTube here: https://youtu.be/wdhpvc7-IwA

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

AI Without the Big Budget - Lessons from the Big Four

Tue, 11 Nov 2025 00:01:00 +0100

In this episode of Accounting Voices, Rob Brown breaks down what the Big Four are doing with AI and how smaller firms can use those ideas to stay credible and competitive. Learn how to publish an AI policy, choose the right use cases, train for judgment and build trust through visibility.

Key Takeaways -

Smaller firms can borrow Big Four discipline without their budgets.

Transparency and training build trust faster than tech.

Choose three AI use cases and master them.

Judgment is the new career currency.

You can watch this on YouTube here:

https://youtu.be/nVsif9cry_o

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Big Four AI Race: Who Is Winning and Why It Matters

Tue, 04 Nov 2025 00:01:00 +0100

AI has moved from pilots to playbooks. In this episode Rob Brown breaks down the Big Four AI race and turns it into a practical plan for firms of any size. Learn where automation is helping, where human judgment must stay in charge, and how to build a simple policy clients will trust. You will leave with four moves to compete without the hype.

Key Takeaways

- AI is the main event in audit, tax and advisory

- Leaders treat AI like a system with policy and training

- Accountability rises with automation not the other way round

- Mid tier firms can win with focus and transparency

- Pick three use cases, publish a policy, train for judgment

You can watch this on YouTube here:

https://youtu.be/_-b3fCu-9c8

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Future of Accounting Work in an AI-Driven World

Tue, 28 Oct 2025 00:01:00 +0100

Artificial Intelligence is creating a talent shock in accounting. Firms are hiring fewer graduates while demand for advisory skills skyrockets. AI is doing the routine work, leaving humans to handle judgment, strategy and communication. Rob Brown breaks down what this means for firm leaders, finance professionals and the next generation of accountants. He shares the mindset and actions needed to stay visible, valuable and employable in an AI-driven profession.

Key Takeaways -

*AI is reducing entry level roles but increasing demand for strategic and advisory skills

*Big Four firms are cutting graduate intake and retraining senior staff for AI driven workflows

*The career ladder is changing and critical thinking and communication now matter more than repetition

*Corporate finance teams are creating new roles in analytics and governance to replace routine tasks

*Visibility and curiosity are now career insurance in the AI era

Leaders must turn fear into fluency and guide teams through technological change

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

When AI Goes Wrong - What Accountants Need to Know

Tue, 21 Oct 2025 00:01:00 +0100

Artificial intelligence is transforming accounting but not always for the better. Rob Brown explores real-world AI controversies that have shaken trust in the profession. From Deloitte’s fabricated government report and Google Bard’s false scandals to Xero’s chatbot misfires these stories reveal the danger of blind automation.

You will learn how to audit your AI use verify data and lead with transparency in an age where machines make confident mistakes.

Key Takeaways

- AI can create confident mistakes that destroy credibility

- Big Four firms have already learned costly lessons

- Vendors are still testing AI in public

- Every firm needs clear AI policies and human review

- Transparency and judgment are non-negotiable for trust

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

AI in Accounting: What's the Truth Behind the Hype?

Tue, 14 Oct 2025 00:01:00 +0100

In this episode of Accounting Voices, Rob Brown discusses the transformative impact of artificial intelligence (AI) on the accounting profession. He emphasizes that AI is not a threat to jobs but rather to specific tasks, urging professionals to adapt and embrace AI to remain relevant. The conversation covers the slow adoption of AI in accounting firms, the implications for workforce dynamics, and the necessity for leadership to engage with AI strategically. Brown also provides practical steps for accountants to integrate AI into their work and enhance their careers.

Takeaways -

AI is changing how accounting firms operate and compete.

Professionals who master AI will thrive in the future.

Most accounting firms are slow to adopt AI technologies.

Early adopters of AI in accounting are seeing significant benefits.

AI can free up time for accountants to focus on advisory roles.

The big four accounting firms are heavily investing in AI.

AI is reshaping entry-level roles in accounting.

Human judgment remains a critical advantage over AI.

Leadership must engage with AI as a core issue.

Accountants should experiment with AI and upskill regularly.

You can watch this on YouTube here: https://youtu.be/doI88u39LYM

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Double-Edged Sword of AI in Accounting

Thu, 09 Oct 2025 00:01:00 +0100

In this episode of The Accounting Voices Podcast, Rob Brown talks with Ian Gregory, CTO of AdvanceTrack Outsourcing, about how artificial intelligence is reshaping the accounting profession. They explore where to start with AI, how to protect client data, what skills accountants need for the future, and why process excellence must come before automation. Ian’s insights bridge technology, talent and trust essential listening for firm leaders planning the next phase of change.

Key Takeaways:

- AI adoption starts small and practical, not theoretical.

- Security and trust are top priorities before automation.

- Simplify broken processes before digitising them.

- Critical thinking and communication skills are rising in value.

- The career ladder is shifting from pyramid to diamond.

- Advisory and assurance work will define the future accountant.

Killer Quotes:

- “If your workflows are messy, AI will multiply the mess.”

- “Process before automation control, simplify, then digitise.”

- “AI supports people; people supervise AI.”

- “Compliance is commoditised. Trust is the differentiator.”

-"The accountant’s job is shifting from preparer to protector.”

The Accounting Voices Podcast is part of the Accounting Voices Network helping accountants stay relevant, influential and ready for the future.

You can watch this on YouTube here: https://youtu.be/rgnbuR61T2E

Come and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Latest: From Accounting Influencers to Accounting Voices

Tue, 07 Oct 2025 00:01:00 +0100

Accounting Voices, hosted by Rob Brown, launches with a sharp new season focused on helping accounting and finance professionals stay relevant, visible and vocal in a profession being reshaped by AI, automation, private equity and consolidation. This is not a show about technical standards or software. It is about leadership, authority and influence — the softer skills that matter most when the rules of the game are being rewritten. Rob outlines the themes coming up in future episodes, from credibility and executive presence to thought leadership and personal brand. He also introduces the Accounting Voices Collective, regular gatherings that bring leaders together for candid conversations, and points to the YouTube channel and LinkedIn newsletter where thousands tune in for updates and video content.

Key Takeaways:

- Competence is expected, but visibility creates opportunity

- Influence is career insurance in disruptive times

- This show focuses on leadership, not technical content

- Accounting Voices Collective connects leaders globally

- Thousands follow the YouTube channel weekly

- Subscribe to the LinkedIn newsletter for updates

- Sponsors can reach decision-makers with high-value content

Killer Quotes:

1. Change is hard, but not changing is harder.

2. Having a voice is hard, but having no voice is harder.

3. Irrelevance equals unemployment in today’s profession.

4. Influence is the new career insurance.

5. This is the survival guide for accountants in the age of AI and M&A.

6. The future belongs to the visible, authoritative and influential.

7. Competence is the baseline, visibility is the edge.

If you’d like to sponsor Accounting Voices and connect with decision-makers across accounting and finance, reach out to Rob Brown on LinkedIn.

The Accounting Voices Podcast is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.

You can watch this on YouTube here: https://youtu.be/i3FsU40xPyQ

Come and join our Accounting Voices Collective on LinkedIn to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

CPA Career Insurance: Build Your Personal Brand

Tue, 30 Sep 2025 00:01:00 +0100

In Episode 6, the finale of this 6-part series, Rob Brown explains why your personal brand is your greatest asset in the age of AI and consolidation. Compliance is collapsing. Clients want advisors. Tech is an ally. But the only thing you fully control is your visibility, authority and influence.

Rob shares stats from LinkedIn and Edelman, examples from firms, and 5 practical actions to start building your personal brand today.

This series is not about firms. It is about you — your visibility, your relevance and your survival.

*Key Takeaways*

LinkedIn: visible professionals are 4x more likely to get opportunities
Edelman: 63% trust individual experts more than companies
Presence, perspective, proof: the 3 Ps of personal brand
Personal brand is contribution, not bragging
5 actions to build your personal brand today
Episode 6 of 6: The Accountant’s Survival Guide

*Killer Quotes*

“Personal brand is your career insurance”
“If you are invisible, you are vulnerable”
“Presence, perspective, proof — that is the model”
“People follow people, not firms”
“Irrelevance equals unemployment. Visibility equals survival”

Want help becoming more visible and authoritative? Explore Rob Brown’s Personal Brand Interview service.

The Accounting Voices Podcast is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.

You can find this on youtube here:

https://www.youtube.com/watch?v=deIaE8rAmYE

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Advisory Technology for Modern Accounting Careers

Tue, 23 Sep 2025 00:01:00 +0100

n Episode 5 of this 6-part series, Rob Brown shows how accountants can turn technology from a threat into an ally. With AI automating compliance, the winners will be those who harness tech to automate, analyse and advise.

Rob shares stats on firm growth, real-world examples and a 5-step action plan to start making tech your ally today.

This series is not about firms. It is about you — your visibility, your relevance and your survival.

Sponsored by Infinite Ties, led by Deneen Dias, empowering US firms to scale Client Advisory Services through peer-to-peer learning and training.

*Key Takeaways*

Firms using advisory tech grow 30% faster (Fathom HQ)
Tech automates compliance but empowers advisory
Automate, analyse, advise: the 3-step model
Tools: dashboards, forecasting, AI-driven insights
Clients want answers, not data
Episode 5 of 6: The Accountant’s Survival Guide

*Killer Quotes*

“Tech will either replace you or empower you”
“Clients don’t want data. They want answers”
“Automate, analyse, advise — that is the model”
“Tech is your new staff member”
“Accountants who resist tech will be left behind”

Want help becoming more visible and authoritative? Explore Rob Brown’s Personal Brand Interview service.

The Accounting Voices Podcast is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.

You can find this on youtube here: https://youtu.be/7RWouB3HAXo?si=OuxJhdQd7vQNtqQQ

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accountant’s Playbook: From Compliance to Counsel

Tue, 16 Sep 2025 00:01:00 +0100

In Episode 4 of this 6-part series, Rob Brown lays out the practical playbook to move from compliance worker to trusted advisor. Using a 5-step framework — repackage, reprice, retrain, rebrand and replace — you’ll learn how to build advisory services that clients value and careers that last.

Rob shares firm examples, stats from the AICPA, and a 5-action starter kit to help accountants make the shift right now.

This series is not about firms. It is about you — your visibility, your relevance and your survival.

Sponsored by Infinite Ties, led by Deneen Dias, empowering US firms to scale Client Advisory Services through peer-to-peer learning and training.

**Key Takeaways**

* 60% of firms admit they have failed to scale advisory (AICPA)

* Compliance is commoditised; advisory must be built intentionally

* 5 steps: repackage, reprice, retrain, rebrand, replace

* Advisory is a growth engine and career insurance

* 5 actions to start your shift today

* Episode 4 of 6: The Accountant’s Survival Guide

**Killer Quotes**

* “You cannot hide behind compliance anymore”

* “Advisory is not an extra, it is the core”

* “Repackage, reprice, retrain, rebrand, replace — that is the shift”

* “Advisory makes you indispensable, compliance makes you replaceable”

* “The only accountants who will thrive are those who move forward”

Want help becoming more visible and authoritative? Explore Rob Brown’s Personal BrandYou can find this on youtube here:

https://youtu.be/b55qmfluDak

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore. Interview service.

The Accounting Voices Podcast is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.

Why Accountants Need to Develop an Advisor’s Mindset

Tue, 09 Sep 2025 00:01:00 +0100

In Episode 3 of this 6-part series, Rob Brown explains why the biggest shift accountants must make is in mindset. Advisory is not a service line. It is a way of thinking.Compliance asks “what happened.” Advisory asks “what’s next.” And only one of those roles has a future. Rob shares the evidence, the 5 advisory skills AI cannot replace, and a practical playbook for developing the mindset that keeps you relevant.This series is not about firms. It is about you — your visibility, your relevance and your survival.

Sponsored by Infinite Ties, led by Deneen Dias, empowering US firms to scale Client Advisory Services through peer-to-peer learning and training.

**Key Takeaways**

* Compliance is backward looking. Advisory is forward looking

* AI can report but cannot advise

* Middle management is shrinking; influence is growing

* 5 skills AI cannot replace: curiosity, acumen, communication, entrepreneurial thinking, influence

* Advisory is a mindset before it’s a service line

* Episode 3 of 6: The Accountant’s Survival Guide

**Killer Quotes**

* “Compliance asks what happened. Advisory asks what’s next”

* “Advisory is not a service line. It is a mindset”

* “Technical competence without presence is expendable”

* “Middle management is shrinking. Influence is growing”

* “Only one of these roles has a future”

Want help becoming more visible and authoritative? Explore Rob Brown’s Personal Brand Interview service.

The Accounting Voices Podcast is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.

You can find this on youtube here:

https://youtu.be/bcnY6ke9sOc

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Could CAS & Advisory Be What Saves Accounting from AI?

Tue, 02 Sep 2025 00:01:00 +0100

In Episode 2 of this 6-part series, Rob Brown explains why clients no longer value accountants as form-fillers and why they are demanding advisors who bring foresight, strategy and fluency.

With 70% of SMEs saying they would switch firms for more proactive advice, advisory is no longer optional. Rob shares the evidence, real-world examples and a 5-step playbook to align your work with client expectations.

This is not about firms. It is about you — your visibility, your relevance and your survival.

Sponsored by Infinite Ties, led by Deneen Dias, empowering US firms to scale Client Advisory Services through peer-to-peer learning and training.

**Key Takeaways**

* 70% of SMEs would switch firms for more advice (Thomson Reuters)

* Compliance is commoditised. Advisory is the expectation

* Clients want foresight, strategy and sector fluency

* AI can fill forms but cannot advise

* 5 steps to start aligning with client demand today

* Episode 2 of 6: The Accountant’s Survival Guide

**Killer Quotes**

* “Clients don’t want form-fillers. They want advisors”

* “Advisory is not optional. It’s the expectation”

* “70% of SMEs will switch firms for more advice”

* “If you stay silent, someone else will step into your client’s ear”

* “Advisory is the only safe harbour left in accounting”

Want help becoming more visible and authoritative? Explore Rob Brown’s Personal Brand Interview service.

The Accounting Voices Podcast is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.

You can find this on youtube here:

https://youtu.be/EpLuGfrNaYE

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Automation & AI Tsunami That's Killing Compliance

Tue, 26 Aug 2025 00:01:00 +0100

In Episode 1 of this 6-part series, Rob Brown explains why compliance work is collapsing under AI, automation and private equity consolidation. Accountants who stay compliance-only face price erosion, invisibility and unemployment.

Rob shares hard stats, cross-industry signals and a 5-step survival playbook for protecting your career. This series is not about firms. It is about you — your visibility, your relevance and your survival.

Stay tuned for Episode 2 where we explore how client expectations have shifted and what they really want now.

Sponsored by Infinite Ties, led by Deneen Dias, empowering US firms to scale Client Advisory Services through peer-to-peer learning and training.

*Key Takeaways*

40% of jobs worldwide are at risk from AI (IMF)
50% of compliance tasks can already be automated (PwC)
340k accountants left the US profession in 3 years (WSJ)
Middle management is shrinking across industries
Private equity roll-ups are cutting costs and layers
Irrelevance equals unemployment for accountants
5 steps to start protecting your career today

*Killer Quotes*

“If 50% of the work you bill for can be automated tomorrow, what is left of your career”
“Irrelevance equals unemployment”
“Compliance has become a commodity. Nobody wins that race”
“If you’re invisible you’re vulnerable”
“The only accountants who will survive are those who step forward”

Want help becoming more visible and authoritative? Explore Rob Brown’s Personal Brand Interview service.You can find this on youtube here:

https://youtu.be/TguwPn7JlcE

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The New Shape of Accounting Firms in an AI & PE World

Tue, 19 Aug 2025 00:01:00 +0100

In this final episode of the six-part series, Rob Brown explores what the accounting firm of the future will really look like.

Smaller teams. Fewer layers. Modular delivery. Tech-first talent. Clients demanding speed, insight and strategic value. The future firm is already taking shape. Are you part of it?

Global economic pressure, rising automation, and evolving business models are forcing firms to rethink how they’re structured. Rob outlines what changes are happening now and what professionals must do to stay valuable in the next chapter of the profession.

Whether you're just starting out, navigating mid-career or sitting in the partner seat, this episode gives you the playbook for what's coming.

**Key Takeaways:**

➜ Firms are shrinking by design, not decline

➜ AI and tech are replacing repetitive tasks

➜ Modular, freelance and specialist talent is on the rise

➜ Subscription and advisory models are replacing hourly billing

➜ Influence, adaptability and visibility are now essential

➜ Individuals must build relevance before they need it

➜ Firms must stop hoarding talent and start activating it

**Killer Quotes:**

"The firm you knew is already gone."

"Smaller teams are not a weakness. They’re a strategy."

"Your job is no longer to report the past. It’s to shape the future."

"Influence beats tenure in the new model."

"AI doesn’t replace you. It replaces what you’ve outgrown."

"Visibility isn’t ego. It’s career insurance."

"If you’re not building relevance now, you’ll be left behind later."

You can find this on youtube here:

https://youtu.be/4ja_ouLBO5k

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Silent Firing & Morale Erosion Comes to Accounting

Tue, 12 Aug 2025 00:01:00 +0100

n this episode, Rob Brown exposes a subtle but widespread issue in accounting firms: silent firing.**

You haven’t been let go. But you’re no longer invited to meetings. Projects go to others. Nobody is talking about your future. You feel sidelined. Not officially, not publicly, but unmistakably.

This is silent firing. And it's happening across the profession.

This is episode four in a six-part series on the broken career ladder in accounting. Rob Brown explains how good people are being quietly pushed out without the firm ever saying a word. And more importantly, he shares what professionals can do when their career stalls without warning.

*Key Takeaways:*

➜ Silent firing is career drift by design

➜ It affects high performers who stop being visible

➜ AI, private equity and leadership churn increase the risk

➜ Being left out of projects is a warning sign

➜ Visibility and value must be actively managed

➜ You must self-advocate or risk fading away

*Killer Quotes:*

"You’re not in trouble. You’re invisible."

"Silent firing is when nobody tells you to leave, but nobody asks you to stay either."

"Being ignored is not neutral. It’s negative."

"You can’t wait for recognition. You have to reassert your relevance."

"If your job is shrinking quietly, that is a signal."

"This is not about performance. It’s about presence."

"You’re not broken. You’re unclaimed. That can be fixed."

You can find this on youtube here:

https://youtu.be/a-pfvBt8RBU

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Quiet Crisis Facing Senior Accounting Leaders

Tue, 05 Aug 2025 00:01:00 +0100

In this episode, Rob Brown tackles the slow decline of influence among top accounting leaders.**

This is episode three in a six-part series on the broken career ladder in accounting. We’ve covered the collapse of entry-level roles and the hollowing out of mid-level staff. Now, we confront what’s happening at the top—where seasoned partners and firm leaders are watching their influence erode.

Rob explores why senior professionals are losing visibility and voice in a fast-moving profession. From AI-driven transformation to younger staff expectations, from private equity shakeups to non-accountants running firms, the rules of leadership are changing. And the old safety net of tenure and equity is no longer enough.

If you're a senior leader wondering why you feel out of the loop—or if you manage one—you need to hear this.

**Key Takeaways:**

➜ 75% of CPAs are retiring or near-retirement age

➜ PE-backed firms demand speed, scale and accountability

➜ Tenure and equity no longer protect underperformance

➜ Clients want commercial insight, not old-school prestige

➜ Younger staff want mentorship, not hierarchy

➜ Relevance has to be earned, even at the top

➜ Leaders must update, reframe and re-engage to stay visible

**Killer Quotes:**

"You’re not retired. You’re just being left out."

"Private equity doesn’t care how long you’ve been at the firm. They care if you’re helping it win."

"The old idea that partner meant untouchable is dead."

"Influence doesn’t disappear. It drifts. You have to go and bring it back."

"Clients want foresight, not a recap of last quarter."

"If you haven’t updated your leadership style in five years, the market already moved past you."

"Your experience is still powerful. It’s just not obvious anymore."

You can find this on youtube here:

https://youtu.be/QIk5QOZuYKg

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Dangerous Hollowing Out of Mid-Level Accounting

Tue, 29 Jul 2025 00:01:00 +0100

In this episode, we explore the profound impact of AI and automation on the accounting profession, particularly how these technologies are hollowing out the middle level of accounting roles. Join us with expert Rob Brown as we discuss the challenges and opportunities this shift presents.

Key Takeaways:

Mid-Level Disruption: Understanding how AI is automating tasks traditionally handled by mid-level accountants. Adapting to Change: Strategies for mid-level professionals to adapt and thrive in an AI-driven environment. The New Skillset: Essential skills and competencies needed to remain relevant in the evolving accounting landscape. Opportunities Ahead: How automation is creating new roles and opportunities for growth in the accounting field.

You can find this on youtube here:

https://youtu.be/E-nACbOZSQA

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Death of Entry-Level Accounting - What's Happening?

Tue, 22 Jul 2025 00:01:00 +0100

In this episode of the Accounting Influencers podcast, Rob Brown discusses the challenges facing entry-level accounting jobs, including the impact of automation and AI on the profession. He emphasizes the importance of adapting to new skills and the evolving nature of accounting careers. The conversation highlights the need for fresh talent and the changing expectations of firms in the accounting industry.

You’ll learn:

* Why traditional junior roles are vanishing

* How this impacts promotion, retention and firm health

* What entry-level professionals should focus on now

* What firms must do to build new talent pipelines

* How to rebuild your brand if you've been laid off

The profession must adapt to survive and thrive in a changing landscape.

You can find this on youtube here:

https://youtu.be/IfvBt6u32AI

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

How to Become More Influential Without a Fancy Job Title

Tue, 15 Jul 2025 00:01:00 +0100

In this episode, Rob Brown breaks down how professionals can build serious influence even if they don’t have a senior job title.

Whether you’re in accounting, law, consulting or corporate leadership, this episode gives bold strategies to lead from the middle. Rob dives into how to build trust, shape decisions and earn visibility without needing permission or power. Perfect for ambitious professionals who want to grow their internal brand and be seen as leaders before they’re given the title.

Key Takeaways:

➜ Influence isn’t linked to your job title

➜ Visibility beats authority every time

➜ Micro-alliances build momentum before meetings

➜ Speak up early and often with value

➜ Tell better stories to shift perceptions

➜ Deliver more than you pitch

➜ Initiative earns respect faster than ideas

Killer Quotes:

"Leadership is a posture, not a position"

"Influence is how you get the title, not what comes after"

"People follow clarity, not hierarchy"

"Quiet power moves the loudest things"

"If you want a seat at the table, act like you belong before you're invited"

"Contributions build visibility. Delivery builds trust"

"Stop waiting. Influence starts now"

You can find this on youtube here:

https://youtu.be/GtyuzKQC2sc

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

What Accounting Leaders Say to Destroy Their Influence

Tue, 08 Jul 2025 00:01:00 +0100

In this episode, Rob Brown explains how accountants are sabotaging their authority by being too nice, too humble and too silent.

What makes someone respected in today’s accounting profession? Rob Brown explores five subtle behaviours that quietly destroy professional authority and credibility. From downplaying your presence to chasing approval, these hidden habits often go unnoticed. But they’re costing you influence, impact and opportunity.

This episode is a wake-up call for accounting leaders, managers and anyone trying to build presence in hybrid or high-pressure environments. Rob lays out the new rules of respect, and how to lead with clarity, calm and self-assurance—without losing your humanity.

Key Takeaways:

➜ Being composed is more powerful than being casual

➜ Likability is not the same as trust or respect

➜ Authority grows when you raise standards, not adapt to them

➜ Saying nothing when boundaries are crossed trains people to ignore you

➜ Minimising your presence for humility leads to being overlooked

➜ Calm, direct communication is the new executive superpower

➜ Your personal brand is built one boundary and one presence cue at a time

Killer Quotes:

"Respect doesn’t come from agreeing with everyone. It comes from standing for something."

"Calm people get listened to. Calm people get trusted."

"You train people how to treat you by what you tolerate."

"Humility is not the absence of confidence. It’s the presence of accuracy."

"Being liked is not a leadership strategy."

"Your standards should raise the room, not blend into it."

"If you don’t own your space, someone else will."

You can find this on youtube here:

https://youtu.be/UihPj5XUmAA?si=YSd5I3EmL0YA2Wb7

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Entrepreneurial Wake-Up Call for Accountants

Tue, 01 Jul 2025 00:01:00 +0100

In this episode, Rob Brown delivers a wake-up call to accounting firms stuck in legacy thinking and explains why entrepreneurial mindsets are now mission-critical.

Accounting used to be about consistency, caution, and compliance. Today, it's about creativity, innovation, and commercial bravery. In this solo episode, Rob Brown unpacks why accounting firms must ditch their old ways of working and embrace an entrepreneurial mindset. Whether it’s the pressure from private equity, client expectations, or shrinking margins, the message is clear: evolve or get left behind.

This episode explores what entrepreneurial thinking looks like in a firm, how to identify intrapreneurs, and what leaders must do to create a culture of experimentation and growth. A must-listen for partners, managers, and future leaders who want to stay relevant in a rapidly changing industry.

Key Takeaways:

➜ Traditional firm models are being disrupted by tech, client demands, and PE influence

➜ Entrepreneurial thinking isn’t optional, it’s survival

➜ Innovation doesn't happen in 6-minute increments

➜ Billable hours can kill creativity and change

➜ Firms must reward courage, not just efficiency

➜ Intrapreneurs are the untapped growth engine inside most firms

➜ Leadership must model risk-taking, not just manage it

Killer Quotes:

"Stability is no longer a growth strategy."

"Firms that can't innovate will quietly fade away."

"Billable hours are the enemy of entrepreneurship."

"Clients don’t want accountants. They want problem-solvers."

"Stop managing what is. Start imagining what could be."

"The future of accounting won’t be found in last year’s playbook."

"Entrepreneurial thinking is not a department. It’s a culture."

You can find this on youtube here:

https://youtu.be/7ZrBD_UmLoA

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Accountants - Why Personal Brand Beats Corporate Brand

Tue, 24 Jun 2025 00:01:00 +0100

Even if your accounting firm’s brand is forgettable, your personal brand doesn’t have to be.

Most accounting firms have forgettable brands. Weak taglines, boring websites and zero personality. But the real problem? Most professionals inside these firms are invisible too. In this episode, Rob Brown shares how partners, managers and leaders can build their own standout brands, even inside bland firms. This is a practical masterclass in personal visibility, positioning and thought leadership. If you're ready to stop hiding behind your job title and start being seen, this one’s for you.

Key Takeaways:

93.5% of firms still use founder names. You can’t rely on the name to speak for you.
Your personal brand matters more than your firm’s when it comes to trust and influence.
Only 39% of top firms have a YouTube presence - a huge opportunity for individual video content.
Your tagline should describe your impact, not your job title.
LinkedIn is your personal website somake it sharp, human and clear.
Visibility is not ego. It’s how opportunity finds you.
Five things you can do this week to start building a memorable personal brand.

Killer Quotes:

“You don’t need your firm’s permission to be visible.”

“Your job title is not your personal brand.”

“People buy from people. Not logos.”

“If you’re not shaping your brand, someone else is.”

“Clients follow trust. Trust follows visibility.”

“Boring brands don’t get remembered.”

“Your firm might blend in. You don’t have to.”

You can find this on youtube here:

https://youtu.be/Z0AJaV38S88

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Is DEI Dead or Just Rebranded in Accounting Firms?

Tue, 17 Jun 2025 00:01:00 +0100

In this episode, Rob Brown reveals what’s really going on with DEI in accounting firms. While some headlines suggest diversity efforts are being scrapped, the truth is more subtle. Across the UK, US and beyond, firms are not abandoning DEI. They are rebranding it. Quietly. Strategically. This is the new phase of inclusion work. Less noise, more integration. The focus has shifted from visibility to viability. From slogans to systems. From identity to opportunity. If you lead people, manage teams or shape firm culture, you need to understand where DEI is going next.

Key Takeaways:

➜ DEI is being reframed inside firms, not removed

➜ Political and legal risks are changing how firms communicate inclusion

➜ Smart firms are embedding DEI into talent, leadership and operations

➜ Talent still expects progress on fairness, access and culture

➜ PE firms are watching DEI through the lens of risk and return

➜ Rebranding DEI without substance creates confusion and mistrust

➜ Silence on inclusion sends the wrong message to staff and clients

You can find this on youtube here:

https://youtu.be/isvDG8dv4sA

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Is Accounting Still a Smart Career Move Long Term?

Tue, 10 Jun 2025 00:01:00 +0100

In this episode of the Accounting Influencers Podcast, Rob Brown explores whether accounting is still a smart career choice. He speaks to professionals at every stage from new starters to seasoned partners and firm owners. The conversation tackles the realities of burnout, the rise of AI and automation, and the growing demand for leadership and strategic thinking in the profession. Rob also shares how accounting opens doors to other careers and why your qualification is never wasted even if you choose to pivot.

Key Takeaways:

Why accounting is still one of the most stable and valuable careers
How to navigate the impact of AI and automation on accounting jobs
What mental health and burnout are telling us about the culture of the profession
Practical advice for every stage of your career from entry level to firm owner
The importance of building commercial awareness and a strong personal brand
Why succession planning and leadership matter more as you progress
How feedback and networking accelerate your professional growth
Why accounting qualifications are highly transferable and respected
What it takes to reignite your passion and stay engaged in your career
How to future proof your role through continuous learning and adaptation

You can find this on youtube here:

https://youtu.be/I6KjyZsfOzQ?si=L1HePJerzcGrB_nU

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

7 Ways Private Equity Is Reshaping Accounting Firms

Tue, 03 Jun 2025 00:01:00 +0100

Private equity is flooding into the accounting profession, transforming firm structures, governance models and leadership dynamics.In this episode of the Accounting Influencers Podcast, host Rob Brown breaks down the seismic impact of PE investment and what it means for accounting leaders, partners and rising stars.

Key Takeaways

Over $2 billion of PE has poured into US accounting in
three years
Traditional partner models are being replaced by corporate governance
PE firms demand efficiency, speed and profitability at scale
Audit independence is under regulatory threat with PE ownership
PE backed firms attract top talent with better pay and faster progression
Cultural clashes are inevitable in the shift to PE style management
By 2030, most top 100 firms could have external investment

You can find this on youtube here:

https://www.youtube.com/watch?v=aMLvDyi465c

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

What's Missing for Influence with Accounting Leaders

Tue, 27 May 2025 00:01:00 +0100

In this episode of the Accounting Influencers Podcast, Rob Brown exposes the biggest weakness in most accounting firm leaders - the inability to let go. He explores the five levels of leadership influence and explains why context, not content, is what truly drives performance, accountability and culture inside firms.

If you’re stuck in reviews, decisions, and approvals, this episode is a wake-up call. Rob gives practical scripts and real-world examples to help partners, managers and future leaders delegate more effectively, empower others and lead with clarity.

Key Takeaways:

The five levels of leadership influence inside accounting firms
Why micromanagement kills scalability, culture and sanity
What to say when delegating outcomes, not just tasks
The difference between content and context in firm leadership
How to coach with questions instead of giving fixes
How to create “mile marker” visions your team can follow
Why letting go is a sign of strength, not weakness

Check out Mark Fritz here: https://www.markfritzonline.com

You can find this on youtube here: https://youtu.be/1pnI9QFzsbU

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Insights on the Different Genres of Accounting Podcasts

Tue, 20 May 2025 00:01:00 +0100

In this episode of the Accounting Influencers Podcast, Rob Brown breaks down the different types of accounting podcasts and why they matter. From industry news and exam prep to tech trends and personal stories, podcasts now serve every level of the profession. Rob explains how to choose the right shows for your stage of career and how smart listening can sharpen your thinking and raise your influence. Whether you are a student, manager or firm partner, the podcasts you follow shape how you show up as a professional.

Key Takeaways:

The main types of accounting podcasts and who they serve
Why different shows suit different levels and roles in the profession
How to use podcast content to build your authority and presence
The mistake most professionals make when choosing what to listen to
What makes the Accounting Influencers Podcast different from other shows
Why podcasting is a leadership tool for smart professionals.

You can find this on youtube here: https://youtu.be/BQf-np6LSaw

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Where Accounting Podcasts Are Going in 2025

Tue, 13 May 2025 00:01:00 +0100

In this solo episode Rob Brown explores the major podcast trends shaping 2025 and why they matter for busy accounting professionals. With more shows, noise and content than ever, the winners are not just the loudest, they are the smartest. Rob breaks down what to listen for, why AIP leads the pack and how the right podcast can build your credibility and strategic value inside and outside your firm. This is your roadmap to smarter listening, sharper insight and more influence.

Key Takeaways

Podcasts are more powerful than ever for building leadership and visibility
The most successful shows in 2025 are short, sharp and community-driven
Leaders are choosing podcasts with more intention and strategy
Video is now critical for discoverability and impact
Accounting professionals crave practical advice and relevant stories
Listening habits are shifting toward shorter content and background consumption
AIP positions itself as a top-tier show for strategic accounting professionals

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/r8S_aR7BnK4

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Work-Ready Grads in Accounting? Something's Missing!

Tue, 06 May 2025 00:01:00 +0100

Grads aren’t ready for the world of work. Schools aren’t helping. And accounting firms are paying the price. In this episode, Rob Brown breaks down the skills crisis facing employers, especially accounting firms. Why are so many graduates, interns and junior hires entering the workforce unprepared? What’s going wrong in the education system? And what can firm leaders do about it?

Rob explores the mismatch between academic learning and real-world performance, and lays out concrete strategies for firms to build better talent pipelines from the inside out.

Whether you're hiring your next intern or building your future partner team, this episode will make you rethink your assumptions and give you tools to build real talent.

Key Takeaways:

-Only 11% of leaders think grads are ready for work

-Soft skills matter more than technical knowledge at junior levels

-Schools prioritise exams, not workplace performance

-Career guidance in schools is outdated and ineffective

-Firms must stop assuming education will develop soft skills

-Better onboarding, mentoring, and training is critical

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/eJAKKRbWVgs

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The Accounting Influencers Podcast, hosted by Rob Brown, serves accounting professionals looking to strengthen their leadership presence, stay informed on disruptive forces in accounting and build credibility within their firms. Geared toward firm leaders, managers, partners and influencers, the show covers key topics like career development, influence, personal branding and interpreting the evolving trends impacting the accounting world.

Rob brings his expertise to each episode, offering insights and guidance on how to grow your personal brand and stay strategically important in a rapidly changing profession. Whether you're aiming to influence within your firm or expand your reputation outside of it, this international podcast offers practical advice and forward-thinking insights that will keep you informed and prepared for the future.

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Accounting Leaders - What Gen Z Really Thinks of You

Tue, 29 Apr 2025 00:01:00 +0100

Gen Z has entered the accounting profession — and they’re calling time on toxic leadership. In this episode, Rob Brown outlines the five most damaging behaviours driving young talent away from firms. From micromanagement to presenteeism, he explains why these outdated habits are no longer tolerated, and what leaders must do to retain the future of the profession.

Key Takeaways:

-Toxic behaviours are a firm’s biggest risk

-Gen Z won’t wait around for change — they’ll leave

-Culture must prioritise trust, feedback and transparency

-Partners need leadership training, not just technical skills

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/l7cA-RB5rMw

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The One Area AI Can Never Beat Accounting Professionals

Tue, 22 Apr 2025 00:01:00 +0100

In this episode, Rob Brown discusses the impact of AI on the accounting profession, emphasizing the necessity for accounting professionals to embrace AI literacy and adapt to the evolving landscape. He highlights the importance of focusing on the human aspects of accounting that AI cannot replicate, such as emotional intelligence and complex problem-solving. The conversation also covers actionable strategies for accountants to remain relevant and valuable in a world increasingly influenced by AI.

Key Takeaways:

-AI literacy is now crucial for accounting professionals.

-Automation is taking over routine accounting tasks rapidly.

-Messy, unpredictable tasks in accounting are less at risk from AI.

-Accountants need to evolve into strategic advisors.

-Significant layoffs and restructuring in accounting are driven by AI and private equity.

-Collaboration and complexity in work protect jobs from automation.

-Leaders must embed AI deeply into strategic decision-making.

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/TfXTdKG4yDY

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Accountants - Is AI Damaging Your Personal Credibility?

Tue, 15 Apr 2025 00:01:00 +0100

In this episode of the Accounting Influencer podcast, Rob Brown discusses the dual nature of artificial intelligence in accounting, emphasizing its potential to enhance content creation and personal branding while cautioning against losing authenticity. He advocates for leveraging AI as a tool to amplify one's voice and ideas rather than allowing it to replace them. The conversation highlights the importance of being visible and vocal in the accounting profession, using content to build authority and trust, and the need for professionals to maintain their unique perspectives in a landscape increasingly influenced by AI.

Takeaways

-Artificial intelligence is both a threat and an opportunity for accounting.

-Being an ambassador for your brand is crucial in leadership roles.

-Content creation is essential for visibility and authority.

-AI can simplify content creation but lacks authenticity.

-Authenticity is key to building trust and influence.

-Content should reflect personal experiences and insights.

-AI can help generate ideas but should not replace personal voice.

-Professionals must differentiate themselves in a crowded market.

-Playing it safe with content can lead to loss of visibility.

-Building a personal brand requires sharing unique stories and insights.

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/6veQxQVp4TU

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Accountants: Should You Stay Loyal or Leave Your Firm?

Tue, 08 Apr 2025 00:01:00 +0100

In this episode, Rob Brown discusses the complexities of job switching in the accounting profession, exploring the motivations behind leaving a job and the factors that contribute to job satisfaction. He highlights the importance of evaluating both red flags that may indicate it's time to move and green flags that suggest staying put. The concept of a 'forever firm' is introduced, emphasizing the significance of a supportive workplace culture and career growth opportunities. Ultimately, listeners are encouraged to reflect on their career priorities and make informed decisions about their professional paths.

Takeaways:

-Job switching can lead to better lifestyle and career growth.

-Financial incentives for job switching have decreased recently.

-Quality of life is becoming more important than salary.

-Red flags for leaving include lack of growth and toxic environments.

-Green flags for staying include a positive culture and investment in growth.

-Flexibility in the workplace is now a critical expectation.

-A 'forever firm' offers a supportive and growth-oriented environment.

-Evaluate your motivations for wanting to switch jobs.

-Temporary discomfort shouldn't drive your decision to leave.

-Long-term fulfillment often outweighs short-term financial gains.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Top Tips for Leading to Push Accounting Firm Growth

Tue, 01 Apr 2025 00:01:00 +0100

In this episode of the Accounting Influencers Podcast, host Rob Brown speaks with Gale Crosley, one of the world's foremost strategic growth advisors to accounting firms. Together they explore why many CPA firms struggle with sustainable growth, the rise of private equity in the profession, and how firms can position themselves for long-term success.

Key Takeaways

-Strategic growth means sustainable, profitable, and efficient growth—not luck or market dependency.

-Many accounting firms rely on opportunistic growth instead of a strategic plan.

-Private equity is accelerating the adoption of C-suite roles in accounting firms.

-Firms without a clear growth framework risk irrelevance or acquisition.

-Chief Growth Officers (CGOs) are becoming vital for future-proofing firms.

-Leadership alignment around growth strategies is crucial.

-Entrepreneurial and intrapreneurial mindsets are game changers for CPA firms.

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/VEsZugQ69cE

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The Accounting Influencers Podcast is serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

What Accountants Need to Know About Attending Events

Fri, 28 Mar 2025 00:01:00 +0100

In this episode of the Accounting Influencers podcast, Rob Brown engages with industry experts Will Yap, Denise M. Meyer, and Robert Prusa to explore the significance of events in the accounting profession. They discuss the value of attending events, the importance of building relationships, and what makes a good event. The conversation also delves into how accountants choose which events to attend, the ROI considerations, and the evolving trends in event planning. The episode culminates in insights about the upcoming Right Now 2025 event, emphasizing community and professional growth.

Key Takeaways:

-Attending events is crucial for professional development.

-Networking is a key reason for attending events.

-A thriving community enhances the event experience.

-Location plays a significant role in event selection.

-ROI is measured by the value gained from the event.

-Personalization in events is becoming increasingly important.

-Engagement opportunities are essential for attendees.

-The Right Now 2025 event focuses on community and collaboration.

-Transitioning back to work after events is critical for implementing learnings.

-CPE should be viewed as a bonus, not the main goal.

-You can register for the right now event here:

https://events.rightworks.com/WdoGRL?utm_source=robbrown&utm_campaign=rightnow2025&utm_medium=podcast&utm_content=willrobertdenise

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/vm6TIuAMl8w

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

How Client Expectations Are Changing: Need to Know

Tue, 25 Mar 2025 00:01:00 +0100

In this conversation, Rob Brown and Eric Gregg discuss the importance of understanding client needs in the accounting industry, emphasizing the significance of specialization, effective online presence, and the role of technology in enhancing client relationships. They explore the concept of the 'Day One Accounting Firm,' which highlights how firms can position themselves to be top of mind for potential clients. The discussion also covers pricing strategies, the importance of onboarding, and how firms can differentiate themselves through client experience and thought leadership.

Key Takeaways:

-Accountants often lack insight into what clients truly want.

-Specialization is key to being on a client's day one list.

-A strong online presence is crucial for attracting clients.

-Differentiation in client experience is essential for success.

-Value perception can significantly impact client relationships.

-Effective communication can enhance client satisfaction and referability.

-Cultural differences can influence client expectations and perceptions.

-Technology, including AI, plays a vital role in client interactions.

-Thought leadership can build trust and authority in the market.

-Onboarding processes are critical for establishing strong client relationships.

Watch the show with graphics and slides on youtube here:

https://youtu.be/7wBDDOtPCng

Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Corporate and Big 4 Layoffs - Trouble for Accounting?

Tue, 18 Mar 2025 00:01:00 +0100

Are corporate layoffs and strict return-to-office mandates causing a talent crisis in accounting? Host Rob Brown explores how major changes at large firms like PwC, Deloitte, and KPMG are reshaping the landscape and what smaller accounting firms can do to capitalize on these shifts. Discover why leaders at all levels must rethink their strategies to attract and retain top talent.

Key Takeaways:

-Transparency during layoffs builds trust.

-Strict RTO mandates can negatively impact morale.

-Smaller firms can attract talent leaving large firms.

-Flexibility remains crucial for employee retention.

-Clear, empathetic leadership boosts engagement.

-Proactively managing your employer brand is vital.

-Collaborative policy-making enhances team buy-in.

The Accounting Influencers Podcast (AIP) is aimed at accounting firm leaders, managers, and partners looking to build their executive presence, influence, and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format. To find out more, contact host Rob Brown on LinkedIn https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

DEI Retreat: a Death Sentence for Accounting Talent?

Tue, 11 Mar 2025 00:01:00 +0100

Why Are Accounting Firms Quietly Dropping DEI?

Accounting firms are making drastic changes to their DEI programs, and not in the way you might think. KPMG has officially ended its "Accelerate 2025" program, following similar moves from Deloitte and others. Meanwhile, governing bodies like AICPA, CIMA, and ACCA are doubling down on DEI’s importance. So, what’s really happening? In this episode, Rob Brown breaks down:

Key Takeaways:

✅ Why KPMG, Deloitte, and others are scaling back DEI

✅ The legal and political forces driving this shift

✅ How these changes impact recruitment and retention

✅ What firms risk by pulling back on DEI initiatives

✅ The burnout crisis hitting DEI professionals in firms

✅ What governing bodies like AICPA & ACCA say about DEI

✅ How accounting leaders should navigate this challenge

Killer Quotes:

💬 "Accounting firms are ditching DEI – is it a smart move or a disaster?"

💬 "Less than half of firms are even tracking DEI progress."

💬 "DEI officers burn out fast—most last just 3 years!"

💬 "The next generation of accountants cares about DEI—ignore it at your own risk."

💬 "If firms aren’t diverse, how will they attract diverse clients and talent?"

💬 "The legal landscape is shifting—but is pulling back the answer?"

💬 "Talent is already scarce. Does ignoring DEI make firms even less attractive?"

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/ZMdh01NB_C0

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

The Big 4 Go Legal: Why KPMG’s Bold Step Matters to You

Tue, 04 Mar 2025 00:00:00 +0100

In this episode of the Accounting Influencer podcast, Rob Brown discusses KPMG's groundbreaking move to become the first major accounting firm in the US to own a law firm, following new laws in Arizona that allow non-lawyers to own law firms. This shift is driven by client demand for integrated services, advancements in technology, and the lucrative nature of legal services. Brown emphasizes the implications for accounting professionals, including the need for multidisciplinary skills, tech literacy, and ethical considerations. He encourages listeners to stay informed, expand their expertise, and build their influence to remain relevant in a rapidly changing landscape.

Takeaways

KPMG is pioneering a significant shift in the accounting profession by owning a law firm.
The relaxation of laws in Arizona is a game changer for legal services.
Client demand for integrated solutions is a major driver of this change.
Technology and process expertise are essential for modern accounting firms.
Legal services are lucrative, presenting a growth opportunity for accounting firms.
Multidisciplinary teams are becoming the norm in professional services.
Tech skills are crucial for accountants to stay competitive.
Ethical scrutiny will increase with the blending of accounting and legal services.
Staying informed about industry trends is vital for accounting professionals.
Building influence and expanding expertise will help accountants navigate future changes.

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/vdufliwlx2o

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

The Big DEI Split: What Smart Accounting Firms Are Doing

Tue, 25 Feb 2025 00:01:00 +0100

In this episode of the Accounting Influencers podcast, Rob Brown discusses the significant shift in diversity, equity, and inclusion (DEI) initiatives at Deloitte, where the US branch has decided to shut down its DEI program while the UK branch continues its commitment. This split reflects a broader trend among major corporations retreating from DEI commitments, influenced by political changes and government contracts.

Brown emphasizes the implications for talent acquisition and retention in the accounting profession, which has historically struggled with diversity. He outlines three potential approaches for firms moving forward and provides actionable insights for accounting leaders to navigate this evolving landscape.

Takeaways:

-Deloitte has announced the shutdown of its DEI program.

-The split between Deloitte US and UK highlights a significant corporate divide.

-Political influences are driving major companies to retreat from DEI commitments.

-Accounting firms face a recruitment crisis, exacerbated by a lack of diversity.

-Meritocracy and diversity can coexist, but it's a complex balance.

-Firms must assess their talent pipeline and recruitment strategies.

-Global implications of DEI stances must be considered by international firms.

-Client expectations regarding DEI can impact revenue.

Clear communication strategies are essential for any policy changes.
The DEI debate is evolving and will shape the future of accounting.

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/6uO6LdI1Ltk

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

The Gen Z Takeover: What It Means for Accounting Firms

Tue, 18 Feb 2025 00:01:00 +0100

By 2025, Gen Z will make up 1 in 10 managers, bringing fresh perspectives, bold expectations, and digital fluency to the workplace. But for accounting firms, this generational shift presents both challenges and opportunities. In this episode of the Accounting Influencers Podcast, Rob Brown dives into the heart of the Gen Z revolution in accounting. Are they lazy, entitled, and impossible to manage? Or are they the key to solving the profession’s talent and innovation crises?

From their demand for clarity and purpose to their insistence on fairness and flexibility, this episode unpacks what Gen Z really wants—and what firms need to do to thrive in a multi-generational workforce. Whether you’re a Baby Boomer, Gen Xer, Millennial, or Gen Z, this episode has insights, strategies, and actionable takeaways for everyone.

What You’ll Learn in This Episode

👉 Why Gen Z’s digital fluency is a game-changer for accounting firms.

👉 How to bridge the social and communication gap between Gen Z and older generations.

👉 The non-negotiables Gen Z expects: clarity, fairness, flexibility, and purpose.

👉 Leadership tips for Gen X and Boomers to connect with younger employees.

👉 Success strategies for Gen Z to thrive as they step into leadership roles.

Takeaways for Leaders (Gen X & Boomers):

✅ Provide crystal-clear expectations and actionable feedback.

✅ Create mentorship opportunities to bridge generational divides.

✅ Embrace hybrid work models and progressive benefits.

✅ Align work tasks with a clear, meaningful purpose.

Memorable Quotes

💬 “Gen Z isn’t lazy—they’re wired differently. The question is, are we ready to meet them where they are?”

💬 “Flexibility isn’t a perk for Gen Z—it’s a baseline. Firms that don’t adapt will lose top talent.”

💬 “This isn’t just about bridging gaps; it’s about thriving together in a multi-generational workplace.”

Join the Conversation

What’s your take on Gen Z in the workplace? Are they shaking things up for the better—or creating new challenges? Share your thoughts with Rob on LinkedIn or comment below the episode.

Call to Action

If you enjoyed this episode, don’t forget to subscribe, rate, and review the Accounting Influencers Podcast! Stay tuned for more expert insights on the trends shaping the accounting profession.

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/1V53M9TF63Y

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Return to Office Mandates in Accounting: What Gives?

Tue, 11 Feb 2025 00:01:00 +0100

Return-to-office mandates are making waves in the accounting profession. Some firms are tightening policies, while others embrace hybrid work. What’s the real reason behind these decisions? Are RTO mandates about productivity, or are firms using them for hidden cost-cutting measures? Rob Brown breaks it all down in this episode of the Accounting Influencers Podcast.

Key Takeaways:

- RTO mandates are often about cost-cutting, not collaboration.

- Hybrid work models attract and retain top talent.

- Firms with strict RTO policies risk losing their best employees.

- Leadership needs to focus on results, not presence.

- Junior staff benefit from mentorship, but forced RTO isn’t the answer.

- The best firms balance flexibility with structured in-office collaboration.

- Talent wars are shifting—progressive firms will win.

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/2ppYuKYDJDo

Want to get your brand in front of the right audience? Sponsor the Accounting Influencers Podcast and connect with tech-savvy accountants from across the globe. Our listeners tune in for insights and trends, making them the perfect audience for your message. Drop us a line today to find out how you can partner with us!

Are you an accounting professional looking to build your personal brand but struggling to find the time? Let Rob Brown help you accelerate your thought leadership with his bespoke interview service. In just 30 minutes, we’ll capture your insights and turn them into articles, blogs, and video clips for your marketing team to use. It’s the easiest way to establish yourself as a thought leader without doing all the heavy lifting! Contact us to learn more.

The Accounting Influencers Podcast (AIP) is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel.

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

PE Disruption in Accounting: What Leaders Need to Know

Tue, 04 Feb 2025 00:01:00 +0100

In this episode,, Rob Brown and Gary Shamis delve into the impact of private equity on the accounting industry, exploring its rise, implications for mergers and acquisitions, and the challenges faced by smaller firms. They discuss the role of leadership in navigating disruption and highlight the opportunities available in the current accounting landscape, particularly for middle-market firms.

Key Takeaways

Private equity is reshaping the accounting industry globally.
M&A and private equity offer different challenges and opportunities.
Leadership and strategy are critical in navigating PE disruption.
Middle-market firms present untapped opportunities for CPA practices.
Firms must understand PE motivations: profitability and exit strategies.
Small firms can leverage their unique value to compete effectively.
Succession planning and partner alignment remain vital.

Killer Quotes

"Private equity is a force that can’t be ignored."
"Middle-market opportunities are better than ever."
"Leadership is the backbone of firm resilience."
"Succession planning ensures your firm’s future."
"M&A strategies differ greatly from PE approaches."
"Small firms can thrive with the right strategy."
"Private equity's goal is simple: maximize profits."

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/yc_a-jhG04s

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Accounting Firms - Is Staying Independent an Option?

Tue, 28 Jan 2025 00:01:00 +0100

In this episode, Rob Brown invites Gary Shamis to discuss the challenges and strategies for accounting firms to maintain independence in a landscape dominated by mergers, acquisitions and private equity. Learn the importance of partner alignment, succession planning, leadership and a recalibrated partner buyout process as essential elements for firms to thrive independently. Plus winning strategies such as building advisory practices, fostering a strong culture and executing effective change management to navigate the evolving accounting industry.

Takeaways:

Why it's impossible for an accounting firm to stay independent.
Partner alignment is crucial for maintaining independence.
Opportunistic greed can tempt firms to sell out.
Firms need a succession plan to ensure continuity.
Leadership development is essential for future success.
Culture must be intentionally cultivated in firms.
Firms should focus on creating value in client relationships.
Growth is necessary to attract top talent.
Change management is vital in a rapidly evolving industry.
Firms need to think independently about their future.

You can check out the video version of this with visuals and graphics here on YouTube:

https://youtu.be/bD94-lOpiXQ

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Hybrid Working Best Practices for Accounting Firms

Tue, 21 Jan 2025 00:01:00 +0100

Rob Brown interviews John Wichmann and John Fenton on the evolving landscape of hybrid work in the accounting industry. They explore the importance of intentionality, accountability, and the overall employee experience in creating a successful hybrid work environment. The discussion highlights the challenges firms face in adapting to new work models, the necessity of structured opportunities for collaboration, and the need for flexibility in workplace culture. They also touch on the lessons that can be learned from other industries and make predictions about the future of hybrid work in accounting.

Key Takeaways

Hybrid work doesn't have to be a broken model.
Flexibility is crucial for attracting and retaining talent.
The apprenticeship model is vital for professional growth.
Communication challenges arise in hybrid work settings.
Intentionality in hybrid work can enhance productivity.
Employee engagement is key to a successful hybrid model.
Diversity in the workplace benefits from hybrid work options.
Economic factors influence the viability of hybrid work.
Understanding employee preferences is essential for management.
The future of work requires a balance between remote and in-office presence. It's not about the amount of time spent in the office.
The office experience must justify the commute.
Intentionality is key to successful hybrid work.
Accountability fosters trust within teams.
Trust issues can arise during downturns.
Flexibility must be part of the firm's culture.
Firms need to differentiate themselves in the talent market.
Employee engagement is critical for retention.
Learning from other industries can provide valuable insights.
Intentionality will define the future of hybrid work.

Sound Bites

"We want people to be at the water cooler."
"Hybrid work adds a huge amount of value."
"It's not about the amount of time."
"How often has it been worth the commute?"
"You want to have opportunities structured."
"Accountability is critical."
"Trust issues bubble up in down times."
"You need to set your firm apart."
"Intentionality is the future."

You can watch this whole episode on youtube with graphics and images here:

https://youtu.be/fBBvlpRE75o

John Fenton is the founder of John J. Fenton Executive Coaching, where he empowers CPA firm leaders to achieve greater clarity and freedom. Previously a managing partner with BDO USA, John brings a wealth of experience to his coaching practice. He is the author of the best-selling book 5 Minute Mastery™ and an award-winning speaker on executive leadership excellence. A Certified Success Principles Trainer, John is also a current Vistage speaker and formerly served as a Vistage Coach. A double graduate of the University of Miami, John earned both his MBA and BBA degrees while showcasing his leadership skills as a member of the Miami Hurricanes Football team. Personally, he holds a black belt in the martial art of tai chi and has a profound perspective on success, shaped by his experience surviving a heart attack. https://www.linkedin.com/in/johnjfentonceocoach

John Wichmann is the Founder and CEO of Gather Sciences and the creator of Balanced Hybrid®, a platform that helps organizations develop sustainable hybrid work models. With expertise in data analytics, consulting, and executive leadership, John focuses on solutions that enhance productivity and employee development in the accounting profession.

Previously, John co-founded Maptician, a workplace management software company featured in Inc. Magazine for its innovative hybrid work solutions during the COVID-19 pandemic. A frequent speaker on hybrid work strategies, John advocates for approaches that drive growth, employee well-being, and environmental benefits. Based in Atlanta, he actively supports the tech community and leads the Technology Executives Roundtable as President of the Board. https://www.linkedin.com/in/johnwichmann

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Need to Know Technology Trends in 2025 for Accountants

Tue, 14 Jan 2025 00:01:00 +0100

In today's show, Rob Brown interviews Steve Cox to explore the current state of the accounting profession, highlighting both the challenges and opportunities it faces. Key themes include the impact of technology, staffing shortages, and changing client expectations. The discussion emphasizes the need for accountants to adapt to these changes, particularly in terms of technology adoption and mindset shifts. The speakers provide insights into how firms can navigate these challenges and leverage technology for growth and efficiency.

Key takeaways

The accounting profession is at a crossroads with both opportunities and challenges.
Client expectations have significantly increased post-COVID, demanding faster responses and more technology support.
42% of accounting firms are turning away work due to staffing shortages.
There is a growing demand for accountants as trusted business advisors.
Technology is reshaping compliance and service delivery in accounting.
A mindset shift is necessary for accountants to embrace technology effectively.
Firms need to balance technology adoption with the right mindset for success.
The future of accounting will heavily rely on digital transformation and technology integration.
Accountants must focus on building a sustainable talent pipeline to address shortages.
Strategic use of technology can drive growth, productivity, and enhance exit strategies for firms.

Watch the show with graphics and slides on youtube here: https://youtu.be/B33jPdNqOEY

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

The Four Biggest Challenges Facing Accounting Firms

Tue, 07 Jan 2025 00:01:00 +0100

Is technology the saviour or the grim reaper of accounting?

In this episode of the Accounting Influencers podcast, Rob Brown and Steve Cox delve into the transformative role of technology in the accounting profession. They discuss the historical evolution of accounting technology, the current state of AI, and its implications for the future. Steve shares insights from Gartner's technology trends report, highlighting the rapid adoption of AI and the importance of accountants evolving with these changes. The conversation emphasizes the need for accounting professionals to embrace technology to remain relevant and competitive in a rapidly changing landscape.

Curious about how accountants can harness AI to boost efficiency?

Takeaways

Technology is a backup and driver of change for accounting firms.
Excel was a major disruptor in accounting technology.
Many firms are still reliant on outdated spreadsheet technology.
Digital transformation is essential for accounting firms to thrive.
AI is not replacing accountants, but those who don't use it will be left behind.
Accountants have access to vast amounts of data, making them well-positioned for AI adoption.
The hype around AI is beginning to settle as firms find their niche uses.
AI can enhance communication and task automation in accounting practices.
The accounting profession is ahead of many other industries in AI adoption.
Future success in accounting will depend on embracing technology and innovation.

Chapters

00:00 The Role of Technology in Accounting

07:09 The Evolution of AI in Accounting

12:54 The Hype Cycle of AI

22:24 Future Predictions for Accounting and AI

View the video version with all visuals on Youtube; https://youtu.be/DaaqrXoIabU

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

PE's New Digital Divide in Accounting Firm Leadership

Tue, 31 Dec 2024 00:01:00 +0100

In this episode of the Accounting Influencers podcast, Rob Brown discusses the alarming statistic that 65% of current accounting firm partners will be considered digitally obsolete within three years. He emphasizes the transformative impact of private equity on the accounting industry, highlighting the need for leaders to adapt to rapid changes in technology and client service models.

The conversation explores the emergence of transformation leaders who bridge traditional accounting practices with digital innovation, the importance of reimagining technology and talent deployment, and the necessity of measuring success through new metrics. Brown outlines essential skills for future leaders and provides actionable steps for personal transformation to remain relevant in the evolving landscape of accounting.

Key Takeaways

• PE investors see 65% of current partners as digitally obsolete

• PE-backed firms invest 5x more in technology per professional

• Technology leadership is replacing technical excellence as a key skill

• New hybrid teams combine accounting and digital expertise

• Success metrics are shifting from billable hours to digital adoption

• Innovation leadership is becoming a core requirement

• Traditional partners are being rapidly replaced by digital leaders

Killer Quotes

• "65% of partners will be considered digitally obsolete within three years"

• "PE isn't planning to retrain partners - they're planning to replace them"

• "I realized I was becoming a dinosaur in real time"

• "Traditional excellence won't protect you from digital extinction"

• "The digital divide isn't coming - it's already here"

• "Transform or become extinct - there is no middle ground"

• "Yesterday's technical expert is tomorrow's obsolete partner"

Watch on Youtube here: https://youtu.be/UI_7IMuSG5s

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

PE & Accounting Talent: Building Teams That Don't Leave

Tue, 24 Dec 2024 00:01:00 +0100

In this episode, Rob Brown discusses the transformative impact of private equity on the accounting profession, particularly in terms of talent acquisition and retention. He highlights how private equity-backed firms are reshaping the traditional accounting model by offering new roles, competitive compensation structures, and accelerated career paths. Brown emphasizes the need for accounting leaders to adapt their strategies to attract and retain top talent in a rapidly changing landscape.

Big takeaways

70% of top performers at traditional firms would leave for private equity-backed firms.
Private equity is a major disruptor in the accounting profession.
The traditional model of recruiting and promoting talent is becoming obsolete.
Private equity firms are reporting 40% lower turnover rates than traditional firms.
New roles and career paths are emerging in private equity-backed firms.
Today's professionals seek opportunities to create impact and lead projects.
Compensation structures are being redesigned to include equity participation.
Investing in non-technical skills is crucial for talent development.
Career ecosystems are being built to support talent growth and retention.
Accounting leaders must proactively adapt to the changing talent landscape.

Watch on Youtube here: https://youtu.be/4CYlP1bmPCk

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

PE's Leadership ShakeUp: Accounting's Winners & Losers

Tue, 17 Dec 2024 00:01:00 +0100

In this episode, Rob Brown discusses the significant changes in the accounting profession driven by private equity investments. He highlights the urgent need for accounting leaders to adapt to new leadership dynamics, emphasizing the importance of transformational skills, agility, and a growth mindset. The conversation outlines actionable steps for leaders to remain relevant and influential in a rapidly evolving landscape.

Takeaways

Half of accounting leaders may become irrelevant in 36 months.
Private equity is reshaping leadership in accounting firms.
Traditional paths to power in accounting are disappearing.
PE-backed firms promote leaders much faster than traditional firms.
Adaptive leaders are prioritized over seniority in PE firms.
New leadership roles are emerging in accounting firms.
Leaders must balance innovation with client trust.
Decision-making is shifting from consensus to data-driven.
The timeline for impact in accounting is shortening.
Leaders need to strengthen their people management skills.

Watch on Youtube here: https://youtu.be/bQYM-0H9y4I

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Breaking the Influence Code: Lessons from the Top 100

Tue, 10 Dec 2024 00:01:00 +0100

Every December, Accounting Today magazine selects 100 influential leaders in accounting. In this episode of the Accounting Influencer podcast, Rob Brown discusses the significance of influence in the accounting profession, highlighting how many leaders have built their authority from humble beginnings.

He outlines eight distinct paths to building influence, emphasizing that individuals can choose the path that aligns with their strengths. The conversation concludes with actionable steps for listeners to start building their influence intentionally, ensuring they remain relevant and strategically important in their careers.

Takeaways

Many influential leaders started from humble beginnings without elite advantages.
Building influence is about curating authority and career capital, not just being on lists.
The traditional path of technical expertise is waning in favor of new methods of influence.
There are eight distinct paths to building influence in accounting.
Successful leaders often align their influence strategies with their natural strengths.
Small actions can lead to significant influence over time.
Mentoring and developing others is a powerful way to build influence.
Networking and community building are essential for fostering influence.
Patience and persistence are key in the long-term game of building influence.

Watch this episode on YouTube here: https://youtu.be/4CX81Vma4h0

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Private Equity’s Takeover: What Accountants Need to Know

Tue, 03 Dec 2024 00:01:00 +0100

In this episode of The Accounting Influencers Podcast, host Rob Brown dives into the world of private equity and its growing impact on accounting firms. With firms like Baker Tilly and Grant Thornton selling stakes to private equity, Rob explores what this means for firm growth, independence, and leadership. Should accounting firms embrace private equity or avoid it at all costs? Listen in for a deep dive into the opportunities and risks that private equity brings to the accounting profession.

Key Takeaways

Private equity is increasingly targeting accounting firms, offering capital and growth opportunities.
Firms like Baker Tilly and Grant Thornton have already sold stakes to private equity.
Private equity helps firms attract top talent, invest in technology, and compete in mergers.
The downside: more debt, outside control, and potential conflicts of interest with clients.
Private equity-backed firms may face challenges in maintaining long-term client trust.
SEC concerns about auditor independence could reshape how private equity is viewed in accounting.
Leaders must decide whether private equity is a growth enabler or a risk to firm independence.

Killer Quotes

"Would you sell half of your accounting firm to private equity for a billion dollars?"
"Private equity could be the biggest opportunity—or the greatest threat—to your firm’s independence."
"Accounting firms are at a crossroads: stay independent or accept private equity investment."
"Private equity is reshaping accounting firms, but at what cost?"
"The talent war is fierce, and private equity is the weapon many firms are choosing."
"Could private equity undermine the long-term trust clients place in their accounting firms?"
"The question isn’t whether private equity is coming—it’s already here."

Looking to promote your tech or software solutions to accountants worldwide? By sponsoring the Accounting Influencers Podcast, you can reach an engaged, international audience of accounting professionals. With our growing YouTube channel, your sponsorship will live on multiple platforms, maximizing your brand’s exposure. Contact us to learn more about this fantastic opportunity!

If you’re an influencer in the accounting world and want to elevate your reputation, we’ve got just the thing. Rob Brown offers a personalized service that takes the burden of content creation off your shoulders. We do video interviews and turn them into compelling blogs, articles, and social media clips, positioning you as an expert in your field. Reach out to see how we can help you stand out!

As accountants, your technical skills are only half the story. To truly gain influence, you need to connect with the wider ecosystem that surrounds accounting firms—technology providers, consultants, and other industry experts. That’s where the Accounting Influencers Roundtable (AIR) can help. Head over to our LinkedIn page ‘Accounting Influencers’ to discover a space where accounting professionals can expand their network, get valuable insights, and connect with key players in the tech world. Check it out and start building those critical connections today!

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

How to Build Your Influence During Disruptive Times

Tue, 26 Nov 2024 00:01:00 +0100

In this episode of the Accounting Influencers Podcast, Rob Brown dives into the Key Facts and Trends in the Accountancy Profession 2024 report, revealing how accounting firms are being impacted by the rapid pace of technological change and disruption.

From the shrinking number of audit firms to the increasing role of AI and cloud accounting, Rob offers actionable insights for leaders, managers, and influencers looking to stay relevant and build influence. He also explores the growing importance of diversity and how firms can retain top talent in a highly competitive landscape. If you’re serious about staying ahead and building your personal brand inside and outside your firm, this episode is a must-listen.

Key Takeaways:

Audit firms are shrinking, which intensifies competition for talent and clients.
Embracing technology such as AI and cloud accounting is essential for staying competitive.
Audit fee income is growing—firms that innovate are seeing results.
The most successful firms invest in diverse talent to future-proof their businesses.
Leaders need to position themselves as thought leaders to maintain influence.
The growing percentage of female accounting students shows a shift in the profession’s demographics.
Firms that fail to adapt risk losing their best talent and clients to more tech-savvy competitors.

Killer Quotes:

"Audit firms are shrinking—what’s your next move?"
"The future of accounting is here—are you ready?"
"Leaders who fail to adapt will disappear."
"The firms winning today are those that invest in diverse talent."
"AI and cloud accounting aren’t buzzwords—they’re the future."
"Audit fee income is up, but only for those firms who innovate."
"Stay ahead, or get left behind in the disruption."

You can also view this on youtube: https://youtu.be/C9KB7fNnmCU

Boost Your Thought Leadership Without the Heavy Lifting!

Want to Get Your Brand in Front of Accountants?

Expand Your Influence Beyond Accounting!

Want to take your influence beyond just accounting? Building relationships with the tech and consulting world that serve accountants is key to staying ahead. Our LinkedIn page, Accounting Influencers, is where you can start those connections. We’re sharing insights that help you navigate the accounting ecosystem, while opening doors to wider networks and opportunities. Don’t miss out—join the conversation on LinkedIn at Accounting Influencers and position yourself as a leader in the accounting space!

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Tech Revolution: Opportunity or Threat to Accountants?

Tue, 19 Nov 2024 00:01:00 +0100

Tech – A Force for Good or the Death of Accountants? In this episode of the Accounting Influencers Podcast, host Rob Brown delves into the critical topic of technology’s impact on the accounting profession. With automation, AI, and machine learning reshaping how accountants work, the big question is: Is tech a savior or a job killer?

Rob breaks down what this technological revolution means for accountants today and in the future, exploring both the opportunities and the risks. For firms and professionals who embrace these tools, the future looks bright. But for those who resist? The outlook may not be so promising.

Key Takeaways:

AI & Automation’s Impact on the Profession: While some accounting tasks are being automated, the shift opens doors for higher-value, advisory roles that AI can’t replicate yet.

The Value of Soft Skills: As automation takes over manual tasks, accountants who focus on client relationships and strategic thinking will thrive.

The Need for Tech Adoption: Firms that invest in and adopt the right technology will remain competitive, while those that don’t risk being left behind.

Leadership’s Role in Guiding Tech Transformation: Leaders must set an example by embracing tech and fostering a learning culture within their firms.

If you’re serious about future-proofing your career and firm, now is the time to take action. Embrace the changes, invest in technology, and focus on developing the skills that will set you apart. Drop your thoughts in the comments or email us with your stories about how your firm is handling the tech revolution in accounting. Don't forget to subscribe and share this episode with your colleagues who need to hear this important conversation!

The Accounting Influencers Podcast (AIP) is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders.

Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format. https://youtu.be/lsJS9hxhv5E

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Leveraging Conferences to Build Your Influence & Brand

Tue, 12 Nov 2024 00:01:00 +0100

Conferences are back, but are you truly getting value from them? In this episode of the Accounting Influencers Podcast, host Rob Brown dives into 10 powerful strategies to ensure your time, money, and energy at accounting and tech conferences translate into real returns. Whether you're a leader, manager, or influencer in an accounting firm, these tips will help you build your personal brand, strengthen your network, and find actionable insights to bring back to your team.

If you've ever left a conference wondering if it was worth it, this episode is for you. Rob shares practical advice on setting clear goals, networking with purpose, evaluating tech solutions, and ensuring your learnings translate into real business outcomes.

What You’ll Learn in This Episode:

Why accounting professionals often fail to get ROI from conferences—and how you can avoid common mistakes.
The importance of setting clear objectives before attending any event.
How to research speakers and attendees to target meaningful connections.
Why being strategic about networking and participation is key to standing out.
How to leverage conference tech tools for scheduling, learning, and staying engaged.
Actionable tips for sharing knowledge with your team to maximize firm-wide impact.
The importance of evaluating conference success against your initial objectives.

Who Should Listen?

This episode is a must-listen for:

Accounting leaders, managers, and influencers looking to maximize the value of conferences.
HR and talent professionals seeking to enhance recruitment and retention strategies.
Anyone in accounting interested in building their personal brand and strengthening their network.

Quotes from the Episode:

“Are you wasting time and money at conferences? It’s time to change that.”
“Networking isn’t about how many people you meet—it’s about who remembers you and why.”
“Every conference is an opportunity to amplify your personal brand and influence.”

Call to Action:

Follow Accounting Influencers on LinkedIn for more of this content. And watch this episode on Youtube here: https://youtu.be/bk8UhfUd88Y

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Thanks to our sponsors:

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Big 4 Layoffs: Key Lessons For Accounting Leaders

Tue, 05 Nov 2024 00:01:00 +0100

In this episode of the Accounting Influencers podcast, Rob Brown discusses the recent layoffs in the accounting profession, particularly among the big four firms and software providers. He explores the reasons behind these layoffs, the evolving skill requirements for accountants, and the new opportunities that arise from these changes. The conversation emphasizes the importance of continuous learning, adaptability, and thought leadership in navigating the current landscape. Additionally, Rob addresses the implications for the talent pipeline and offers insights for leaders on how to manage their teams during this period of disruption.

Key Takeaways

Layoffs in accounting are reshaping the profession.
AI and automation are driving job changes in accounting.
Accountants must develop technology and data analysis skills.
The demand for advisory services is increasing.
Continuous learning is essential for career longevity.
Thought leadership is crucial for career advancement.
Layoffs create mentorship gaps in firms.
New career paths are emerging for laid-off accountants.
The talent pipeline may be affected by perceptions of instability.
Leaders must navigate change with empathy and transparency.

Watch this on Youtube: https://youtu.be/2BaxT8xZQqY

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Personal Branding: Now Mandatory for Accounting Leaders

Tue, 29 Oct 2024 00:01:00 +0100

In this episode of the Accounting Influencers Podcast, Rob Brown emphasizes the critical role of personal branding for accounting professionals. He discusses how a strong personal brand can differentiate individuals in a competitive field, enhance visibility, and open doors to new opportunities. The conversation covers the importance of creating content, engaging with audiences, and maintaining authenticity and consistency in branding efforts. Ultimately, Rob encourages accountants to leverage their influence to drive positive change within the industry.

Key Takeaways

If you're relying solely on technical skills, you're falling behind.
Building a standout personal brand can catapult you ahead.
Influence is becoming as important as expertise in accounting.
Your personal brand communicates your unique value and perspective.
Trust is at an all-time low; influence is a precursor for trust.
A strong personal brand accelerates career advancement.
Consistency in content creation is key to maintaining influence.
Engaging in conversations enriches your perspective and influence.
Authenticity strengthens your influence and attracts people.
Personal branding is about driving positive change and storytelling.

Watch this episode on YouTube here: https://youtu.be/oQI4cZ3HwSg

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Accounting Leaders: Must Knows on the Partnership Model

Tue, 22 Oct 2024 00:01:00 +0100

In this episode of the Accounting Influencers podcast, Rob Brown discusses the significant shifts occurring in the accounting profession, particularly the decline of the traditional partnership model. He emphasizes the need for firms to adapt to a corporate business model led by a CEO, driven by the growing influence of private equity. The conversation highlights the importance of technology, strategic leadership, and innovative hiring practices in shaping the future of accounting firms. Rob provides actionable strategies for aspiring leaders to enhance their influence and authority within their firms, advocating for modernization and collaboration.

Key Takeaways

The partnership model is increasingly seen as outdated and ineffective.
Firms must adapt to a corporate model to remain competitive.
Private equity is playing a significant role in transforming accounting firms.
Technology and automation are essential for future growth and efficiency.
Leaders should focus on long-term firm success over individual gain.
Understanding the impact of private equity is crucial for strategic positioning.
Specializing in niche industries can enhance a leader's value.
Collaboration across departments is vital for firm growth.
Innovative hiring practices can shape the future of accounting firms.
Leaders must anticipate industry shifts to drive change.

Watch on Youtube here: https://youtu.be/aQ6YzA87wMc

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

The Career Move Every Accounting Leader Should Make

Tue, 15 Oct 2024 00:01:00 +0100

In this episode of the Accounting Influencer podcast, Rob Brown discusses the transformative power of public writing for accounting professionals. He emphasizes that writing in public can set individuals apart in their careers, enhance their reputation, and establish them as thought leaders in the industry. Rob addresses common fears associated with writing and encourages accountants to share their insights and experiences. He highlights the long-term benefits of consistent writing, not only for personal branding but also for the reputation of their firms. The episode concludes with practical tips for getting started with public writing.

Key Takeaways

Public writing can transform your career and reputation.
Most accounting professionals fear writing in public.
Writing publicly helps establish thought leadership.
Everyday insights from your work are valuable to share.
Consistency in writing leads to increased visibility.
You can start writing even when no one is watching.
Fear of judgment should not hold you back from writing.
Building a personal brand benefits both you and your firm.
Public writing can attract new clients and opportunities.
Engaging in public writing sets a tone for leadership in your firm.

Check out the show here on youtube: https://youtu.be/84xauQnfUjc

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Panel: Taking the Pulse of the Accounting Profession

Tue, 08 Oct 2024 06:00:00 +0100

How well-equipped is the accounting profession to handle rapid technological advancements and a changing workforce? Are firms ready to embrace the future or stuck in outdated models?

Rob Brown hosts an expert panel featuring Todd Robinson, Angie Grissom, Itamar Jobani, and James Hickey to discuss the future of the accounting profession. The conversation explores critical challenges facing accountants today, such as adapting to technological changes, AI integration, talent retention, and shifting towards a more advisory-based role. The panel shares their unique insights on how firms must navigate cultural shifts, embrace leadership, and rethink their traditional business models to stay competitive.

The discussion also highlights the necessity of upskilling accountants and the role of technology in shaping the future. The panel dives deep into the transformative impact of AI, the benefits of a corporate rather than partnership model, and how firms can move from good to great by telling better stories and offering more personalized advisory services. They also emphasize the importance of attracting and retaining talent in a profession undergoing rapid change.

Key Takeaways:

✓ The accounting profession faces a critical people problem with talent shortages, driven by long work hours and declining interest from younger generations.

✓ Contrary to fears, AI will not replace accountants but will enhance their roles by automating mundane tasks and enabling them to focus on strategic advisory services.

✓ Strong leadership and innovative culture are key to moving accounting firms from good to great. Firms must empower young talent and create a strategic approach to problem-solving.

✓ Accountants need to stop fearing technology and start viewing it as an enabler that helps streamline operations and enhance client service.

✓ The outdated partnership model should evolve toward a corporate structure, enabling firms to be more agile and strategic.

Quotes:

"Your top clients are your competitors' top prospects. Are you showing up as their trusted advisor?" – Angie Grissom

"AI won't kill the accounting profession; it will free accountants to do the work that really matters." – Itamar Jobani

"Firms need to stop doing what they've always done and rethink what it means to add value in today's market." – James Hickey

"The biggest threat? Talent. The next generation doesn't see accounting as sexy, and we need to change that." – Todd Robinson

View this episode in video on YouTube here: https://youtu.be/JLCm3FGilXk

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Panel: Innovating Accounting - a Necessity or Choice?

Tue, 01 Oct 2024 06:00:00 +0100

Are accountants ready to tackle the future, or will technology leave them behind? What major shifts are disrupting the profession, and how can accountants stay relevant?

Rob Brown leads a lively discussion with an international panel of accounting professionals: Dr. Anton Lewis, Kelly Mann, Sabby Gill, and Eriona Bajrakurtaj. Together, they discuss the pressing challenges and emerging opportunities facing the accounting profession today. The conversation goes through how technology, particularly AI, is reshaping the landscape and what firms must do to stay competitive. The panelists also discuss the generational divide in tech adoption, the shortage of accounting talent, and the evolving role of accountants from traditional number-crunchers to strategic business advisors.

The debate highlights the need for accountants to embrace innovation, improve client communication, and network with peers for knowledge sharing. As the profession moves forward, the panelists emphasize the importance of staying agile, adapting to technological advancements, and rethinking the skill sets accountants need to thrive in a rapidly changing environment.

Key Takeaways:

✓ Firms that don’t adopt technology will fall behind and face extinction in the rapidly evolving accounting landscape.

✓ Younger generations are more adept with tech but lack real-world experience; older generations need to catch up to new tools.

✓ Accountants must see AI as a partner to enhance efficiency and service, rather than something that will replace them.

✓ Moving beyond compliance, accountants need to focus on strategic advice and deeper client relationships.

✓ Breaking down the silos within the profession can foster collaboration and innovation, helping accountants provide better services.

Quotes:

“In adversity, there is advantage—accounting’s crisis is your opportunity.” – Anton Lewis

“Accountants need to stop being generalists and start specializing.” – Kelly Mann

“Technology is here to complement, not replace us—let’s use it to provide better services.” – Eriona Bajrakurtaj

“If you don’t adopt technology now, you’ll become the laggard of the industry.” – Sabby Gill

“The profession’s future lies in moving from compliance to deep, proactive client engagement.” – Rob Brown

View this episode in video on YouTube here: https://youtu.be/I9hLkQMp2G4

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Private Equity - Good or Bad for Accounting Firms?

Tue, 24 Sep 2024 06:00:00 +0100

Is private equity killing or saving public accounting? What does the future hold for the accounting profession in the age of PE and AI?

Rob Brown sits down with Tim Brackney, CEO of a private equity-backed accounting and advisory platform, to discuss the impact of private equity on the accounting profession. With a background in professional services and a current role at the intersection of PE and accounting, Brackney offers a unique perspective on the challenges and opportunities facing the industry.

The conversation delves into the current state of the accounting profession, highlighting the critical talent shortage and the evolving expectations of the younger workforce. Brackney shares his thoughts on how private equity is reshaping the traditional partnership model, driving efficiencies, and potentially offering solutions to long-standing issues in the industry. The discussion also touches on the interplay between private equity and artificial intelligence, and how these forces might shape the future of accounting.

Key Takeaways:

✓ Private equity is not killing public accounting, but rather offering potential solutions to existing problems

✓ The accounting profession is facing a critical talent shortage, with fewer people entering and staying in the field

✓ Private equity is creating both turbulence and opportunities in the accounting industry

✓ The traditional partnership model in accounting firms is being challenged by new structures and expectations

✓ The combination of private equity and AI could drive efficiencies and change the focus of accounting professionals

Quotes:

"Private equity is not killing public accounting. Public accounting, I think, was killing public accounting."

"Talent's looking for a different way to operate. They want more flexibility. They want more ownership."

View this episode in video on YouTube here: https://youtu.be/_FML6KBXYt8

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Panel: Tech’s Role in the Evolution of Accounting

Mon, 16 Sep 2024 06:00:00 +0100

Is the accounting profession ready for its biggest transformation yet? With AI, private equity, and a talent shortage, how can firms stay competitive?

Rob Brown is joined by top accounting leaders—Anthony Pugliese, Mark Edmondson, Philip Whitman, and Randy Crabtree—to discuss the shifts happening within the accounting profession. From technological advancements like AI to the increasing focus on ESG reporting, the panel explores the challenges and opportunities that lie ahead for accounting firms.

The discussion covers critical issues such as the talent shortage, the evolution of accounting into advisory roles, and the pressure on firms to embrace digital transformation. Despite the challenges, the panelists are optimistic about the future, highlighting how firms can adapt by upskilling, embracing technology, and changing traditional mindsets around compliance and billing models.

Key Takeaways:

✓ The profession is moving rapidly toward automation and AI, but accountants need to adopt these technologies to stay relevant.

✓ Private equity is increasingly involved in the accounting industry, driving efficiency and digital transformation across firms.

✓ With 75% of accountants nearing retirement, firms face a significant talent shortage. The profession needs to become more attractive to younger generations.

✓ The traditional hourly billing model is outdated. Firms must focus on value-based pricing to stay competitive and align with modern business practices.

✓ To attract top talent, firms must prioritize culture, mental health, and work-life balance, especially in an era where burnout is prevalent.

Quotes:

"We have to stop selling time and start selling value. It’s about outcomes, not hours." – Randy Crabtree

"Private equity sees accounting firms as the next big thing. The potential for efficiency and profit is immense." – Philip Whitman

"The future of accounting isn’t just about compliance—it’s about being partners in innovation and technology." – Anthony Pugliese

"Accountants need to shift their mindset from risk-averse to proactive if they want to survive and thrive." – Mark Edmondson

View this episode in video on YouTube here: https://youtu.be/p-yr1Htaqmc

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Panel: The Evolution of Accounting & Staying Relevant

Mon, 09 Sep 2024 06:00:00 +0100

Are you ready for the AI revolution in accounting? Can the profession attract young talent in the face of tech-driven disruption?

In this thought-provoking episode, host Rob Brown brings together industry veterans Bobby Lane, Randy Wootton, Rick Richardson, and Tony Szczepaniak to dissect the evolving landscape of the accounting profession. The panel dives deep into the integration of AI, the looming talent crisis, and the shifting demands of modern clients.

Despite acknowledging significant challenges, including waning interest from younger generations and the disruptive force of emerging technologies, the experts offer a beacon of hope. They provide valuable insights on how accounting firms can adapt to this new reality, leveraging AI to deliver high-value advisory services and capitalizing on the increasing complexity of client needs. This episode serves as an essential guide for accounting professionals looking to navigate the turbulent waters of change and seize the opportunities that lie ahead.

Key Takeaways:

✓ AI will automate routine tasks, but firms embracing it can provide higher-value advisory services

✓ The industry faces a critical shortage of young professionals due to competition from tech sectors

✓ Firms focusing on specialized services or niche markets will be more competitive

✓ Clients now expect strategic advice and insights beyond traditional compliance work

✓ The rise of entrepreneurship creates opportunities for comprehensive back-office solutions

Quotes:

"AI isn’t going to replace accountants—but accountants who embrace AI will replace those who don’t." – Bobby Lane

"The firms that survive will be those that move from back-office number crunching to front-office business strategy." – Randy Wootton

"Young people aren’t avoiding accounting because it’s boring—they're choosing careers where they can see the impact of their work faster." – Rick Richardson

"We’re not asking if change will happen anymore. The conversation now is about when and how." – Tony Szczepaniak

View this episode in video on YouTube here: https://youtu.be/I7NMqA9vZjg

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Panel: The Future of Accounting - Top Expert Predictions

Mon, 02 Sep 2024 06:00:00 +0100

How are the most successful accountants navigating the rapid changes in technology, regulation, and talent shortages? What secrets are the top industry leaders using to stay ahead in this ever-evolving landscape?

Rob Brown leads a dynamic panel discussion with industry leaders Randy Johnston, Harry Blum, Jennifer O'Carroll, and Trevor Greenway. They discuss the profound shifts happening in the accounting profession today, from the impact of private equity to the essential role of technology and the future of talent management. The conversation explores through the challenges and opportunities presented by AI, regulatory changes, and the evolving role of accountants as trusted advisors.

The panelists provide actionable advice on how firms can embrace change, enhance their value propositions, and future-proof their businesses. They also discuss the critical importance of upskilling, the integration of technology, and the need for accountants to adapt to a rapidly changing environment. Whether you're a firm owner, a practicing accountant, or someone interested in the future of the profession, this episode is packed with valuable takeaways.

Key Takeaways:

✓ AI is transforming how accountants operate by automating routine tasks and providing deeper insights through data analysis.

✓ As technology continues to advance, accountants must develop new skills to keep pace. This includes learning to use advanced software tools, understanding data security, and becoming proficient in data analysis.

✓ The growing involvement of private equity in the accounting sector is changing traditional business models. Private equity firms bring significant capital and a focus on efficiency, which can lead to innovations but also challenges to established practices.

✓ The accounting industry is experiencing a shift from compliance-based services to advisory roles. This change is driven by the decreasing profitability of compliance work due to automation and regulatory changes. Firms that want to thrive must pivot towards offering more value-added advisory services, where they can provide strategic insights and guidance to their clients, rather than just focusing on routine tasks.

✓ A firm’s culture and sense of purpose are key to attracting and retaining top talent. In an environment where competition for skilled accountants is fierce, organizations that clearly define their mission and foster a positive, inclusive culture will stand out.

Quotes:

"Different is not always better, but better is always different." - Harry Blum

"Accountants aren't just number crunchers; they're the key to unlocking business success." - Rob Brown

"The future of accounting isn't about compliance, it's about being a proactive, trusted advisor." - Trevor Greenway

"If you're not leveraging AI, you're already behind the curve." - Randy Johnston

View this episode in video on YouTube here: https://youtu.be/g0ewmI109bE

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Is ChatGPT a Game Changer or Just Hype for Accountants?

Mon, 26 Aug 2024 06:00:00 +0100

Are AI and ChatGPT revolutionizing business advisory services? How can accountants leverage these tools to deliver more value to their clients?

Rob Brown and Mark Wickersham, an expert in value pricing and AI applications for accountants, tackles the world of ChatGPT and artificial intelligence, exploring how these technologies are transforming the accounting profession, particularly in the realm of business advisory services.

Mark shares his insights on how AI can help accountants overcome time constraints and boost confidence in providing strategic advice. He discusses the potential of ChatGPT for ideation, research, and strategy development, emphasizing that while AI is a powerful tool, it won't replace human expertise. The conversation covers practical applications, best practices, and ethical considerations for integrating AI into accounting workflows.

Key Takeaways:

✓ ChatGPT excels at ideation, research, and strategy development for business advisory

✓ AI can help accountants overcome time constraints and confidence issues in providing advisory services

✓ Accountants need to adapt to AI to stay relevant and maintain a competitive edge

✓ ChatGPT can analyze financial data and provide insights for client meetings

✓ The value is in the conversation with clients, not just in AI-generated reports

Quotes:

"AI is not going to replace us. It's how our competitors are going to use AI that's going to replace us."

View this episode in video on YouTube here: https://youtu.be/jFQfxfl1W7A

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Panel: Charting the Future of the Accounting Profession

Mon, 19 Aug 2024 06:00:00 +0100

Is accounting really a dying profession? Or is it on the cusp of an exciting revolution?

Rob Brown brings together a panel of industry experts to debate the future of accounting. Despite current challenges, the panelists paint a picture of a profession ripe with opportunity for those willing to embrace change and innovation.

The discussion covers critical issues facing the accounting world, including talent shortages, technological disruption, and the need to rebrand the profession to attract new generations. The panelists offer insightful perspectives on how firms can adapt their business models, leverage technology, and create more fulfilling career paths. While acknowledging the hurdles, there's a strong sense of optimism about accounting's vital role in helping businesses succeed and the diverse opportunities available to those entering the field.

Key Takeaways:

✓ The accounting profession needs to rebrand itself to attract new talent

✓ Firms should move away from the "minnow management" business model to improve profitability and work-life balance

✓ Technology vendors need to work more closely with accountants to develop truly useful solutions

✓ Involving next-gen talent in technology decisions can help drive innovation in firms

✓ There's a need to make the profession more inclusive and representative of the community

Quotable Moments:

"Accountants are the superheroes of the economy." - Renee Moelders

"The only thing that's consistent in our firm is change." - Andrew Berg

"We need to celebrate the successes and focus on the good things about the profession." - Sona Akmakjian

View this episode in video on YouTube here: https://youtu.be/QjI8E_kI8Z4

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

What Makes an Accounting Practice Valuable & Sellable?

Mon, 12 Aug 2024 06:00:00 +0100

In this insightful episode, Rob Brown delves into the world of accounting firm valuations and sales with Brannon Poe. They discuss the current trend of consolidation within the industry, driven by the influx of private equity money and the large number of accounting professionals nearing retirement age.

Brannon shares his expertise on the key factors that make an accounting practice valuable and sellable, including profitability, owner hours, location, and specialization.

The conversation explores the various types of buyers for accounting firms, such as individual buyers, private equity firms, and strategic acquisitions by other firms.

Brannon emphasizes the importance of understanding a buyer's motivations and ensuring a good fit, as selling a firm involves more than just financial considerations – it's about preserving client relationships and taking care of staff.

In addition, he also offers practical advice for firm owners looking to maximize their firm's value before a sale, including purging unprofitable clients, raising prices, and focusing on specific service lines. He encourages accountants with an entrepreneurial spirit to consider starting their own niche boutique firm, as it can provide greater control over building a sellable asset.

Key Takeaways:

Location, profitability, and owner hours are crucial factors in determining an accounting firm's value and saleability.
Specialization and avoiding being a generalist firm increase efficiency and profitability, making a firm more attractive to buyers.
Understanding the motivations and fit of potential buyers (individual, private equity, or strategic acquisition) is essential for a successful sale.
Purging unprofitable clients, raising prices, and focusing on specific service lines can significantly increase a firm's value before a sale.
Starting a niche boutique firm can be a viable option for entrepreneurial accountants, allowing them to build a sellable asset tailored to their vision.

Quotes:

"If you've got low owner hours and high profitability, you're going to command a more premium price for your firm, and it's probably going to sell faster." - Brannon Poe

"If you're wired a certain way, you're going to do (DO WHAT?)it anyway. So just go ahead and do it sooner rather than later." - Brannon Poe

View this episode in video on YouTube here:

https://youtu.be/MZwyyxsbkUs

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Panel: Today's Accounting - Challenges & Opportunities

Mon, 05 Aug 2024 06:00:00 +0100

Is the accounting profession facing extinction or evolution? What does the future hold for accountants in a world of AI and rapid technological change?

Rob Brown engages in a lively discussion with industry experts David Osborne, Katie Thomas, and Tom Hood about the current state and future of the accounting profession. The panel share their thoughts about the challenges that accountants are facing today, including talent shortages, technological disruption, and changing client expectations.

The conversation covers a wide range of topics, from the impact of AI and cloud technology on accounting practices to the need for a cultural shift in how firms treat their employees. The experts share insights on attracting and retaining talent, the importance of embracing change, and why, despite challenges, this is an exciting time to be in the accounting profession. They also discuss the role of marketing, the evolution of accounting education, and the need to rebrand the profession to appeal to a new generation of professionals.

Key Takeaways:

✓ AI and technology are not threats but tools to enhance accounting practices

✓ The talent pipeline issue is complex, involving culture, pay, and industry perception

✓ Firms need to adapt their business models and culture to attract and retain talent

✓ Marketing is essential for attracting better clients and staying relevant in a changing market

✓ The accounting profession is undergoing a transformative period, offering exciting opportunities for those who embrace change

Quotes:

"Human capital is an asset, not an expense." - Tom Hood

"We're not tied to a physical location. We have tools and resources that allow us to work from wherever." - Katie Thomas

View this episode in video on YouTube here: https://youtu.be/dOQqmlHZsLI

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Microsoft's Big Play in Accounting with Azure OpenAI

Wed, 31 Jul 2024 09:00:00 +0100

Are you ready to unlock the full potential of AI in accounting and finance? How can Azure OpenAI revolutionize the way financial professionals work?

In this special bonus episode of the Accounting Influencers podcast, Rob Brown explores the world of artificial intelligence with Microsoft experts Jas Brar and Matt Quinn. The conversation explores how AI, particularly Azure OpenAI, is transforming the accounting and finance sector, offering new opportunities for efficiency, insight, and value creation.

Jas and Matt discuss the evolution of AI from traditional rule-based systems to more sophisticated generative AI, emphasizing how these technologies can augment human capabilities rather than replace them. They address common concerns about data security and privacy, explaining how Azure OpenAI provides a secure environment for businesses to leverage AI while maintaining control over their sensitive information. The experts also offer practical advice on how accounting professionals can start incorporating AI into their work, from using productivity tools like Copilot to partnering with IT teams for more complex implementations.

Key Takeaways:

✓ AI is evolving from rule-based systems to more sophisticated, context-aware models

✓ Azure OpenAI offers secure, private AI capabilities for businesses

✓ AI can help accountants shift from data crunching to more strategic, value-added activities

✓ Starting with productivity tools like Copilot can help professionals become comfortable with AI ✓ Successful AI implementation requires considering technology, processes, and people

Quotes:

"I'd rather flip that on its head and that way, you know, I'm more confident in the decision we would want to make based on spending more time getting to the roots of different scenarios on the table." - Jas Brar

"Always start with why, right? How do you think about what, why would I use this technology? It's not technology for technology's sake." - Matt Quinn

View this episode in video on YouTube here: https://youtu.be/gPru_OoGQSY

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Key Survey Insights: The Tech Leap for Accountants

Mon, 29 Jul 2024 06:00:00 +0100

Is your accounting firm struggling to keep up with technology? Are you curious about how tech adoption could impact your bottom line?

Rob Brown sits down with Joel Hughes of Rightworks to discuss the findings of their 2024 Accounting Firm Technology Survey. They delve into the current state of technology adoption in accounting firms, exploring the challenges and opportunities that come with embracing cloud-based, connected, and collaborative technologies.

Joel shares key insights from the survey, including the surprising statistic that firms on the technology-mature side of the spectrum reported 39% higher revenue per employee than average. The conversation covers topics such as the obstacles to tech adoption, the importance of cybersecurity, and the potential impact of AI on the accounting profession. Joel also emphasizes the need for firms to modernize their practices to gain a competitive advantage and improve client relationships.

Key Takeaways:

✓ Firms that are technology mature reported 39% higher revenue per employee than average

✓ The biggest challenges to tech adoption are lack of expertise, resources, and budget

✓ Cloud adoption can address cybersecurity concerns by providing managed security services

✓ Only 22% of firms reported a high percentage (75%+) of their clients using cloud technologies

✓ Firms need to align their technology adoption with their evolving business models to stay relevant

Quotes:

"The shared vision of what you want your firm to be and how you want it to work needs to be enabled by technology." - Joel Hughes

View this episode in video on YouTube here: https://youtu.be/opSSeLuwCZk

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Panel: How Future-Proofed Is the Accounting Profession?

Mon, 22 Jul 2024 06:00:00 +0100

Is the accounting profession facing an identity crisis? Can it adapt to meet the demands of a rapidly changing business landscape?

Rob Brown brings together a panel of industry experts to discuss the future of accounting. Jeff Phillips, Maureen Dillmore, Samantha Louis, and Sandra Wiley share their perspectives on the challenges and opportunities facing the profession.

The panelists share their thoughts with various topics, including the talent shortage, the impact of technology, the changing business model, and the need for a rebrand of the accounting profession. They discuss the importance of work-life balance, the role of private equity, and the need for firms to adapt to survive in a competitive landscape. The conversation also touches on the potential of AI, the importance of strategic technology adoption, and the need for better compensation models to attract and retain talent.

Key Takeaways:

✓ The accounting profession needs to rebrand itself to attract new talent

✓ Firms need to adapt their business models and embrace change to survive

✓ Technology integration and strategic adoption are crucial for future success

✓ Work-life balance and flexible work arrangements are becoming increasingly important

✓ Private equity is reshaping the accounting firm landscape

Quotes:

"Remote work is a great thing for our profession." - Jeff Phillips

"We need to get over the idea that you can't have a work-life balance if you work for an accounting firm." - Samantha Louis

View this episode in video on YouTube here: https://youtu.be/ZHg0IIw-wyU

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Prompt Engineering - the Vital New Accounting Skillset

Mon, 15 Jul 2024 06:00:00 +0100

Is AI reshaping the accounting world? How can accountants harness the power of ChatGPT through prompt engineering?

Rob Brown sits down with Mark Wickersham, an expert in prompt engineering and AI applications for the accounting industry. They discussed the world of ChatGPT, exploring its potential to revolutionize accounting practices and the crucial skill of prompt engineering.

Mark Wickersham shares his journey with ChatGPT, emphasizing the importance of asking better questions to get better answers. He introduces the concept of prompt engineering as a vital communication skill in the AI era.

The discussion covers various aspects of crafting effective prompts, from specifying roles and formats to considering the intended audience. Wickersham also provides practical examples of how accountants can leverage ChatGPT for tasks ranging from financial analysis to content creation, highlighting the tool's potential to dramatically increase productivity and enhance client services.

Key Takeaways:

Prompt engineering is essentially communication with AI systems
Good prompts include specifying roles, response formats, and audience considerations
ChatGPT can be used for financial analysis, research, and business advisory in accounting firms
Mastering prompt engineering can save hours of work and open new opportunities for accountants
It's not AI that will replace accountants, but how competitors use AI that may make others irrelevant

View this episode in video on YouTube here: https://youtu.be/KTS58DjGvsg

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Panel: The Brand of Accounting - Innovate or Stagnate?

Mon, 08 Jul 2024 06:00:00 +0100

Is the accounting profession facing an existential crisis? How can accountants stay relevant in a rapidly changing world?

Rob Brown brings together three industry experts to discuss the future of accounting and the challenges facing the profession. Laura Day-Henderson, Michael Hsu, and Alan Morgan share their insights on the threats to accounting, the resistance to change within the industry, and the need for a shift in focus from compliance to advisory services.

The panel explores the role of technology, talent acquisition, and education in shaping the future of accounting. They discuss the importance of soft skills, the need for a more entrepreneurial mindset, and the potential for accountants to provide tremendous value to businesses. The conversation also touches on the role of professional bodies, the impact of AI, and the opportunities for specialization within the field.

Key Takeaways:

Relevancy is a major challenge for the accounting profession
Resistance to change is holding accountants back from embracing new technologies and practices
There's a need to shift focus from compliance to advisory services and providing value to business owners
Education and training in technology, including AI and coding, will be crucial for accountants in the future
The accounting profession offers diverse opportunities for specialization and passion-driven careers

Quotes:

"I think the biggest threat to us is ourselves. We have a resistance to change." - Laura Day-Henderson

"We need to start seeing the application of accounting to achieve dreams, aspirations of businesses, or even personal lives." - Michael Hsu

You can watch this episode and more on our YouTube Channel

https://youtu.be/piLILTD0rnc

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Panel: The International Pulse of Accounting Trends

Mon, 01 Jul 2024 06:00:00 +0100

Is the accounting profession facing an existential crisis? Or is it on the brink of unprecedented opportunities?

Rob Brown assembles a panel of industry experts to dissect the current state and future prospects of the accounting profession. Jean Caragher, Jeremy Clopton, Rick Telberg, and Tamera Loerzel bring their wealth of experience to the table, offering insights on everything from talent shortages to technological disruption.

The conversation delves deep into the challenges facing accountants today, including the struggle to attract new talent, the need for a shift in business models, and the impact of remote work. However, it's not all doom and gloom.

The panelists also highlight the immense opportunities available to those willing to embrace change and innovation. They discuss the importance of compassionate leadership, the need for better metrics beyond billable hours, and the potential for accountants to position themselves as true business advisors.

Key Takeaways:

The accounting profession needs to address the talent shortage by rethinking education requirements and work culture
Remote work is here to stay, and firms need to adapt their policies to attract and retain talent
The partnership model in accounting firms may be outdated and needs to be reevaluated
Technology should be seen as an enabler for better processes, not just a solution to pain points
The future of accounting lies in advisory services and helping businesses achieve their goals

Quotes:

"Complacency is one of the threats that we often run into." - Tamera Loerzel

"Every accountant is an entrepreneur." - Rick Telberg

"Let's stop arguing about it and fighting it and just get to work." - Jeremy Clopton on remote work

"We need to focus on results-based metrics and what are the deliverables." - Tamera Loerzel

"The CPA brand is one of the best in the world." - Rick Telberg

You can watch this episode and more on our YouTube Channel

https://youtu.be/SUhzVy194H0

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

The Top AI Trends Every Accountant Needs to Know

Mon, 24 Jun 2024 06:00:00 +0100

Is artificial intelligence overhyped, or will it revolutionize the accounting profession? How can accountants prepare for the AI-driven future?

Rob Brown interviews Mark Wickersham, a veteran accountant and AI enthusiast, about the impending impact of artificial intelligence on the accounting profession. Wickersham predicts significant changes in the industry by 2030, including the automation of bookkeeping and tax return preparation. He highlights the rapid advancements in AI technology across various sectors and explains how these developments will inevitably transform accounting practices.

The discussion covers the current state of AI adoption in accounting firms, the potential of tools like ChatGPT, and the importance of embracing new technologies. Wickersham emphasizes the need for accountants to focus on creating value for clients beyond traditional compliance work and advocates for value-based pricing models. The conversation provides valuable insights into how accountants can prepare for and thrive in an AI-driven future.

Key Takeaways:

AI will significantly impact the accounting profession by 2030
Bookkeeping and tax return preparation may become automated
Accountants need to embrace AI tools like ChatGPT
Firms must find new ways to create value for clients
Value-based pricing is crucial in the age of AI

Quotes:

"Data's where the power is. Data's where the money is." [00:11:50]

"Productivity goes through the roof when we use it, when we use it properly." [00:14:30]

You can watch this episode and more on our YouTube Channel

https://youtu.be/MnEXckAjVZU

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

How We Solve the Accounting Talent Pipeline Problem

Mon, 17 Jun 2024 06:00:00 +0100

Host Rob Brown is joined by Sue Coffey, CEO of Public Accounting at the American Institute of CPAs (AICPA), and Lexy Kessler, Partner at Aprio and Chair of the AICPA's National Pipeline Advisory Group (NPAG). They look into the alarming talent shortage facing the accounting profession and the potential solutions proposed by the NPAG.

Lexy and Sue discuss the overwhelming evidence pointing to a significant talent pipeline issue in accounting, including declining enrolment in accounting programs, fewer students pursuing the CPA credential, and challenges in retaining young professionals in their first five years of employment. But can the profession overcome this challenge? Rob, Sue, and Lexy explore the root causes, such as the profession's perceived image, the cost and time commitment of education, and the need for evolving business models at accounting firms.

The NPAG's findings underscore the urgency of addressing the talent pipeline issue collaboratively, involving stakeholders from academia, regulators, state societies, and the profession itself. Sue and Lexy share their optimism that by implementing the recommended solutions, the accounting profession can overcome this challenge and attract the talent required to thrive in an ever-evolving business landscape.

"We are a profession that communities, businesses, and economies need, and we just need to address our talent shortages and adapt." - Sue Coffey

"It's not just Debits and credits to that point. It's really about the business person piece of it and the different scenarios and the strategy behind the numbers as well. So there's much more to it than, than processing or, or producing a product and that's it. It's much, much more than that." - Lexy Kessler

Key Takeaways:

The accounting profession is struggling with a talent pipeline shortage, but it's not "withering on the vine" as some suggest. - Sue Coffey

Improving storytelling and celebrating the profession's impact is crucial to attract younger generations. - Lexy Kessler

The cost and time commitment of education, especially for socioeconomically disadvantaged students, is a significant barrier to entry. - Sue Coffey

Firms need to evolve their business models to provide a better experience for young professionals in their first five years, addressing issues like excessive hours and meaningful work assignments. - Sue Coffey

Modernizing the CPA licensure process is a long-term goal to ensure the profession remains sustainable and relevant in the future. - Lexy Kessler

You can watch this episode and more on our YouTube Channel

https://youtu.be/JaLe1nq9lk4

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

International Panel: The Present & Future of Accounting

Mon, 10 Jun 2024 06:00:00 +0100

Ever wondered how top accountants stay ahead in a fast-evolving industry?

Rob Brown hosts a panel of influential voices in the accounting world to discuss the current state and future of the profession. The conversation delves into the threats and challenges faced by accountants, the need for rebranding and attracting new talent, the role of technology, and the opportunities that lie ahead.

The panelists, including Paul Surtees, Leslie Shiner, Denise Froemming, and Adam Lean, share their candid perspectives on the commoditization of accounting services, the importance of shifting from compliance-focused to advisory-focused roles, and the need for accountants to speak the language of business rather than accounting jargon.

They emphasize the necessity of embracing technological advancements like AI and automation to free up time for more meaningful work and the imperative of fostering financial literacy in society.

Key Takeaways:

Accountants must move beyond compliance and embrace advisory roles to stay relevant.
The profession faces a talent shortage and needs to rebrand itself to attract and retain the next generation.
Firms should focus on helping clients be profitable and speak a language they understand.
Financial literacy should be prioritized from a young age to foster a deeper understanding of numbers.
Embracing AI and technology can free up accountants to provide more purposeful and impactful work.

Quotes:

"They should be listening to their clients. They should be asking for and being proactive in helping their clients instead of retroactive." - Leslie Shiner
"You cannot talk like an accountant. You got to talk like to a human, because your customer is a human, not an accountant." - Adam Lean
"I would love to see financial literacy, like, in every high school, community college, so we could start from a, and it's in about 25 different states, but we're working on it." - Denise Froemming
"You can't go and speak to accountants to tell them how to do their day job because we're not accountants." - Paul Surtees
"Accounting is the language of business. And I think this is a great time for accountants to remember that and realize that their job is to be an interpreter of accounting in a way that makes sense." - Adam Lean

View this episode in video on YouTube here:

https://youtu.be/aS_eaA5zVtg

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Global Panel: Experts Debate the Future of Accounting

Mon, 03 Jun 2024 06:00:00 +0100

This international panel discussion explores the current state and future trajectory of the accounting profession. The distinguished panel includes influential leaders and innovators in the field such as Arun Mehra, Chase Birky, Eric Gregg, and Jody Padar to share their diverse perspectives on the challenges and opportunities facing the industry.

The conversation kicks off with an assessment of the profession's current shape. While the panelists acknowledge the existence of challenges, such as talent shortages and outdated business models, they also recognize the immense opportunities arising from technological advancements, changing client expectations, and the influx of capital from private equity and venture capital firms.

The discussion highlights the importance of embracing change, prioritizing culture and purpose, upskilling in areas like technology and advisory services, and positioning accountants as trusted business advisors rather than mere compliance providers.

As the dialogue progresses, the guests underscore the immense potential for accountants to thrive in the evolving business landscape by embracing innovation, redefining their value proposition, and becoming trusted advisors to their clients.

Key Takeaways:

The accounting profession is at a crossroads, with firms facing an existential crisis due to outdated business models and a talent shortage.
Money pouring into the industry from private equity and venture capital firms is forcing change and disrupting traditional firm structures.
The ability to work with technology, including AI, will be more important than accounting experience or subject matter knowledge in the near future.
Firms must prioritize culture, purpose, and agency for their employees to attract and retain top talent in the face of better career alternatives.
Referrals alone will no longer be sufficient for acquiring new business; firms must embrace transparency and deliver remarkable client experiences.

Quotes:

"There are some real pioneers in this space who are doing things differently, who are trying things differently, sometimes not always working, but I think we should support them and encourage them because if we have those pioneers, other people will follow and ultimately do things differently and innovate." - Arun Mehra
"The best accountants are going to be more technologists than classic accountants." - Chase Birky
"We're going to self-serve a lot more of this relationship with a lot more visibility into the steps that are happening behind the scenes." - Eric Gregg
"The technology that's here today, and the technology that's coming in the future, is going to allow us to be more human and help our clients better and faster, and still get to go home on time." - Jody Padar

View this episode in video on YouTube here:

https://youtu.be/PF0h65LzTAY

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

The Unplugged Vacation - How Accountants Value Time

Mon, 27 May 2024 06:00:00 +0100

Brannon Poe is the author of "The Unplugged Vacation," and founder of Poe Group Advisors and Accounting Practice Academy. Rob Brown and Brannon Poe delve into the often-overlooked challenges accountants face in managing their time and achieving work-life balance. Brannon, sheds light on the realities of the accounting profession, where the relentless demands of clients and the struggle to maintain boundaries can lead to burnout and dissatisfaction.

Brannon's book, "The Unplugged Vacation," serves as a guide for accountants to reclaim control over their time and learn the art of truly disconnecting from work during vacations. Through personal anecdotes and insights, he underscores the importance of setting boundaries, purging underperforming clients, and implementing value-based pricing to create a sustainable and fulfilling practice.

The conversation explores the challenges accountants face in saying "no" to clients, leading to unfocused and overextended practices.

Brannon emphasizes the importance of firm culture, work-life balance, and the need for accountants to break free from the billable hour mindset, which can perpetuate the cycle of overwork and undervaluation.

Key Takeaways:

Accountants often struggle with time management, staff shortages, and an inability to let go of work, leading to burnout and dissatisfaction.
Setting boundaries, purging underperforming clients, and implementing value-based pricing are crucial steps to creating a sustainable and fulfilling practice.
Taking a truly unplugged vacation requires advance preparation, team readiness, and acceptance that some balls may drop during the absence.
Firm culture, work-life balance, and moving away from the billable hour mindset are essential for attracting and retaining top talent in the accounting profession.
Booking a vacation and committing to being unplugged is an actionable step accountants can take to recalibrate their priorities and improve their overall well-being.

Quotes:

"You don't like your practice, keep raising your prices until you do." - Brannon Poe

"If you're equating your time to money, well, there's probably one of the first problems you got to solve." - Brannon Poe

View this episode in video on YouTube here:

https://youtu.be/LIP3OXh_yEk

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Panel: Accounting's Changing Landscape: - Adapt or Die?

Mon, 20 May 2024 00:00:00 +0100

This international panel discussion explores the current state and future trajectory of the accounting profession. The distinguished panel includes influential leaders and innovators on the field such as Dianne Yetter, Sarah Dobek, Tom Barry and Jeff Seibert to share their diverse perspectives on the challenges and opportunities facing the industry.

The conversation goes through with an assessment of the profession's current shape. While the panelists acknowledge the existence of challenges, such as talent shortages and outdated perceptions, they also recognize the immense opportunities arising from technological advancements and evolving client needs.

The discussion highlights the importance of embracing change, upskilling in areas like communication and strategic thinking, and positioning accountants as trusted business advisors.

As the dialogue progresses, the guests share their visions for the future of accounting. Predictions range from the rise of accounting for virtual economies and cross-disciplinary education to the potential demise of the traditional partnership model and the globalization of services delivery.

The panelists also emphasize the need to address persistent myths and raise financial literacy to foster a better understanding of the profession's true value.

Key Takeaways:

The accounting profession is in a state of flux, with a divide between those embracing change and those resistant to it. Firms unwilling to adapt risk becoming irrelevant.
Accountants must go beyond traditional number-crunching roles and develop skills in communication, strategic thinking, and entrepreneurship.
Technology, such as AI and automation, will eliminate tedious tasks, allowing accountants to focus on delivering value-added advisory services.
Attracting and retaining talent is a significant challenge, and firms must invest in training and development, particularly in soft skills.
Branding and storytelling are crucial for changing the perception of accounting as a boring profession and showcasing its dynamic nature.

Quotes:

"We have to tell a better story. What made Anderson great is the way that they onboarded people, the way that they ingrained them into what was great about the profession." - Sarah Dobek

"It's the best of times and the worst of times for accounting." - Tom Barry (paraphrasing Charles Dickens)

Watch in video format on youtube here: https://youtu.be/SuOqR21SLB4

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Thanks to our sponsors:

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Global Panel: Is Accounting Having an Identity Crisis?

Mon, 13 May 2024 06:00:00 +0100

This international panel discussion explores where the accounting profession is headed and what it needs to do to remain relevant. The all-star panel includes influencers Daniel Dronsfield, Amy Vetter, Jasen Stine and Andrew Harding.

The experts agree the profession is at an inflection point, with a divide between those embracing change and those resistant to it. Firms unwilling to adapt face potential irrelevance as the workforce ages and talent becomes scarce. Persistent myths like accountants being stuck in the past need debunking.

Successful future accountants will need skills beyond number-crunching, such as communication, strategic thinking, and an entrepreneurial mindset. The panelists urge learning from other industries' client-centric and innovative approaches.

Bold predictions include the rise of accounting for virtual economies, more cross-disciplinary education, the demise of the partnership model, and globalized services delivery.

If granted a magic wand, the panelists wish for raising financial literacy, closing the public's expectation gap on audit failures, and fostering a culture of technology integration.

While tumultuous times loom, the profession's future brims with opportunities for the adaptive. As Stein states: "It's the best and worst time" for accounting.

Key Takeaways:

The accounting profession is at an inflection point, with significant changes happening due to technology, changing workforce dynamics, and evolving client needs.
Firms and individuals who embrace change and upskill in areas like communication, strategic thinking, and advisory services will thrive, while those resistant to change may struggle.
The traditional partnership model and accounting qualifications may undergo significant transformations to adapt to the changing landscape.
Increasing financial literacy and understanding the true value of accountants beyond compliance work is crucial for the profession's future.

"If your business model is serving people in volume and you want the 100, 1040 or the 50 a month bookkeeping client, I mean, you're in for a rude awakening because frankly, nobody really does want that." - Jason Stine

"We'll see the emergence of cross-disciplinary accounting degrees, certifications that lend finance and technology with traditional accounting education. The accountants of tomorrow, they'll need to have a very broad knowledge base to navigate the complexities of modern business." - Daniel Dronsfield

Watch in video format on youtube here: https://youtu.be/NsYHJu8dRTo

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Thanks to our sponsors:

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

Governance Best Practice for Successful Accounting Firms

Mon, 06 May 2024 06:00:00 +0100

Jeremy Clopton is a governance and leadership expert who works extensively with accounting firms.

Jeremy and Rob delve into the critical topic of governance best practices for successful accounting firms. Jeremy emphasizes the importance of separating governance (strategic decision-making) from operations (day-to-day management). He shares insights on streamlining decision-making processes, delegating authority, and fostering effective communication within partner groups.

Clopton's insights shed light on the common challenges firms face as they grow, including the need for partners to relinquish autonomy and embrace a more structured, business-like approach to governance.

He stresses the importance of clearly defining decision-making authority at different levels within the firm and ensuring that partners understand and buy into the governance model.

Key Takeaways:

Differentiate between governance (strategic decisions) and operations (day-to-day management)
Clearly define decision-making authority at partner, management committee, and managing partner levels
Foster effective communication to keep partners informed and engaged
Embrace a business-like approach to governance while maintaining a people-focused culture
Align partner compensation with desired behaviors and contributions to firm success

"You can either be running your firm like a business, or you can be running it as nine different firms that all sit under the same roof."

View this episode in video on YouTube here: https://youtu.be/QYUCukwNwQs

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

Panel: Making the Accounting Profession Future-Ready

Mon, 29 Apr 2024 06:00:00 +0100

This episode features a panel discussion on the challenges and future of the accounting profession. Panelists include Ed Kless, Michael Turner (Validis), Steve Cox (IRIS), and Dan McMahon (Integrated Growth Advisors). They delve into issues like the billable hour model, talent shortages, resistance to change, the role of technology like AI, client advisory services, private equity's impact, and more. The conversation offers insightful perspectives on where accounting is stuck and what kind of transformation is needed.

Panelists:

- Ed Kless, Former Senior Director of Partner Development and Strategy at Sage

- Michael Turner, CEO of Validis

- Steve Cox, Business Intelligence Director at IRIS

- Dan McMahon, Management Consultant at Integrated Growth Advisors

Key Topics:

- The billable hour as the "cancer" holding back accounting

- Need to transition to selling knowledge/value instead of time

- Talent shortage and struggles to attract newcomers

- Importance of purpose, values, and accountability for great firms

- Role of change management to drive transformation

- Predictions on multidisciplinary teams, data-driven audits, advisory services

"Stuck. In a word, stuck...The cancer of the accounting profession is the billable hour and the timesheet." - Ed Kless

"Let's eliminate the annual performance review and instead institute after action reviews...that is the replacement for the timesheet." - Ed Kless

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

Panel: Accounting Influencers on the Profession's Future

Mon, 22 Apr 2024 06:00:00 +0100

Rob Brown discusses the future of accounting with special guests Davis Bell, Geni Whitehouse, Geoffrey Brown and Jason Blumer. The panel provides insights into the key challenges and opportunities facing accountants, from talent retention and technology adoption to redefining the role of the modern accountant.

The conversation delves into the accounting profession's image problem, with the panel highlighting the need to better communicate the diverse career paths and meaningful work available to aspiring accountants. They also explore the shifts in firm ownership models, the rise of entrepreneurial mindsets, and the importance of accountants embracing a more advisory and future-focused role.

The guests share their predictions for the profession, including the changing talent pool, the commoditization of certain services, and the critical need for firms to integrate technology and business analysis skills. Overall, the episode paints a picture of an industry in flux, but one that holds immense potential for those willing to adapt and lead the charge towards a more dynamic and impactful future for the accounting profession.

Key Takeaways:

1. The accounting profession is facing a talent pipeline challenge, with a need to better retain and attract the next generation of accountants.

2. Embracing a more advisory and insight-driven approach is crucial for accountants to remain relevant and add value to clients.

3. Firms must adapt their ownership models and business structures to meet the needs and expectations of the incoming generation of leaders.

4. Technology and automation will continue to disrupt the profession, presenting both threats and opportunities for accountants.

5. Accounting firms should actively seek to integrate business analysis and technology skills into their teams to stay ahead of the curve.

Quotes:

"We need to start talking about what it means to be a finance and accounting professional much earlier, high school, junior high even, because there's a lot of opportunity there." - Geoffrey Brown

"If we can convince some people to keep coming into the profession, I mean, we're going to kill it. We're going to kill it over the next 30 years, I think." - Jason Blumer

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Thanks to our sponsors:

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

Navigating the Shift: Deep Dive on 'Accounting Meets AI'

Mon, 15 Apr 2024 06:00:00 +0100

Jeff Seibert is the co-founder and CEO of Digits, a modern accounting platform. Jeff and Rob delve into the impact of AI on the accounting profession, exploring its potential to revolutionize the industry while also addressing concerns and misconceptions surrounding this emerging technology.

Jeff explains the fundamental concepts of machine learning and artificial intelligence in layman's terms, emphasizing that AI is not aimed at replacing accountants but rather augmenting their capabilities and freeing them from tedious tasks. He discusses the two main branches of machine learning – generative models like ChatGPT and predictive models – and how Digits is leveraging the latter to automate bookkeeping with an 87% accuracy rate.

The conversation also touches on the importance of data security, collaborative finance, real-time accounting, and the need for accountants to embrace technology to stay relevant and competitive. Jeff's message is one of hope, encouraging accountants to experiment with AI and adopt these tools to enhance their practices and better serve their clients.

5 Key Takeaways:

AI is not going to replace accountants; it will elevate the profession by automating tedious tasks and allowing accountants to focus on higher-value activities.
Digits is developing AI bookkeeping models that can accurately classify transactions with 87% accuracy, significantly reducing manual labor.
Data security is crucial when integrating AI into accounting software, and firms should scrutinize vendors' security measures.
Collaborative finance and real-time accounting are the future, enabling accountants and clients to work together seamlessly and access up-to-date financial data.
Embracing AI and new technologies is essential for accountants to remain competitive and grow their practices.

"AI is not going to be the death of accounting. Just like the calculator wasn't the death of accounting, the computer wasn't the death of accounting." - Jeff Seibert

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

Global Panel: Discussing the Future for Accounting

Mon, 08 Apr 2024 06:00:00 +0100

This engaging panel discussion explored the rapidly evolving landscape of the accounting profession, addressing the challenges, opportunities, and pivotal factors shaping its future. The panelists delved into topics such as technological disruption, changing workforce dynamics, the erosion of public trust, and the critical skills and mindsets required for accountants to stay relevant and indispensable in an era of unprecedented change.

The conversation highlighted the shared responsibility among various stakeholders, including individuals, firms, professional bodies, and technology providers, to drive the profession forward and maintain its ethical integrity. The panelists emphasized the importance of continuous learning, specialization, problem-solving, agility, and client-centricity as key competencies for accountants to cultivate in this transformative period.

Important Takeaways:

Continuous learning, specialization, and the ability to adapt to rapid change are essential for accounting professionals to stay relevant and competitive.
Fostering a culture of generosity, humility, and curiosity within firms is crucial for driving innovation and empowering the next generation of accountants.
Technology, particularly AI and automation, will profoundly impact the accounting profession, necessitating a mindset shift and a willingness to embrace these advancements.
Accountants and professional bodies must collaborate to uphold the ethical standards and financial integrity of the profession, regaining public trust through transparency and accountability.
Remote work and globalized teams present both opportunities and challenges, requiring a balanced approach that prioritizes talent development, mentorship, and fostering a sense of connection and belonging.

"Innovate or perish. Because honestly, at the end of the day, the reality is we're all consultants, and what's our mindset? How do we adapt to this changing world? We either innovate or we retire." - David Cieslak

"Time is going to become so much less relevant. The minute they offshored and outsourced and didn't put people's time into their time system for that work, pricing on time is ridiculous." - Jennifer Wilson

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

Panel: Future Forecast - The Outlook for Accounting

Mon, 01 Apr 2024 06:00:00 +0100

This is an insightful discussion on the future of the accounting profession, featuring an esteemed panel of accounting industry leaders and experts - Gary Boomer, Val Steed, Sarah Beale, and Bob Lewis.

They delve into the current state of accounting, the need for change, potential threats like AI and automation, the importance of rebranding and improving the profession's perception, the relevance of accounting qualifications, predictions for the profession's future, and more.

The panel acknowledges that while accounting has historically been stable, it's currently facing the most profound changes from all angles - economic shifts, regulatory uncertainties, technological disruptions like AI, and a severe talent shortage.

They emphasize that to remain relevant, the profession must adapt, innovate, improve processes, diversify talent, focus on advisory services, leverage technology intelligently, and most importantly, change its perception among the youth to attract the required talent.

Key Takeaways:

- The accounting profession is amid a transformative period driven by the accelerated pace of change, AI/automation, increased private equity investments, and changing workforce dynamics. Firms that fail to adapt will struggle to survive.

- The biggest threat is from entrepreneurs and firms that don't change their mindset from just providing compliance services to becoming strategic advisors understanding and solving clients' core business challenges.

- Rebranding the profession is crucial to attract diverse, younger talent by changing the perception that it's just number-crunching to showcasing it as an exciting, entrepreneurial career with varied opportunities.

- Accounting qualifications must continuously evolve with changing business needs, emphasizing skills like communication, ethics, sustainability, and digital proficiency along with technical expertise.

- Key predictions include greater advisory services adoption, private equity/consolidation, AI-driven automation of routine tasks, and the rise of accounting "big-box" firms offering integrated professional services.

- It's an opportune time in accounting, presenting transformative prospects for those willing to develop required skills, embrace technology, focus on advisory/consulting services, and be part of steering the profession's narrative.

"There is so much change out there, which means so much opportunity. And I think we've got the opportunity to carve out our profession in a really different way that adds massive value to business, economy, and society, if we get it right." - Sarah Beale

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

Work Life Balance vs Productivity Hacks for Accountants

Mon, 25 Mar 2024 06:00:00 +0100

Rob Brown and Jeremy Clopton discuss work-life balance and productivity in the accounting profession.

Jeremy, a thought leader in the industry, shares his candid views on why traditional work-life balance is a flawed concept and offers a fresh perspective on prioritizing life over work. He emphasizes the importance of defining personal success, setting boundaries, and identifying the right work to focus on rather than falling into the hustle culture trap of merely doing more.

Jeremy's wisdom challenges the notion that more hours equate to greater productivity and encourages professionals to shift their mindset towards quality over quantity. He provides practical tips for leaders and individuals alike to recalibrate their priorities, acknowledge their contributions to the current situation, and make meaningful changes to improve their work-life harmony.

Key Takeaways:

Traditional "work-life balance" is a broken concept; it should be viewed as an action verb, "balancing life and work," not a destination.
Prioritize life over work; we are replaceable in our vocations but irreplaceable in our individual lives.
Define personal success and near-non-negotiables rather than letting others dictate your priorities.
Strive for excellence, not perfection, as perfection is unattainable in professional services.
Leverage technology to increase efficiency, not just speed, and redefine success beyond merely doing more.

"If you model a life that nobody else wants, then you can't figure out why people don't want to be a partner." Jeremy Clopton

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

Global Panel: The Future for Today’s Accounting Firms

Mon, 18 Mar 2024 06:00:00 +0100

In this panel discussion, host Rob Brown brings together knowledgeable guests from the accounting industry to discuss the current state of the profession, the challenges and threats it faces, and make bold predictions about the future of accounting. The panelists include Jeff Gramlich (Managing Director, Validus), Pat Morrell (Co-Founder, iWin), Hitender Patil (Director, Datamatics Business Solutions), Doug Lewis (Director, The Visionary Group), and the host Rob Brown.

The conversation covers various topics, such as the impact of technology, artificial intelligence (AI), outsourcing, private equity investments, talent acquisition, and the evolving role of accountants. The panelists share their insights and expertise, offering diverse perspectives on the industry's transformation and the changes firms must embrace to remain competitive and future-ready.

Key Takeaways:

Accounting firms are currently in good financial shape, with many experiencing strong growth and profitability.
However, firms face significant challenges in adapting to rapid technological changes, attracting and retaining talent, and transitioning from traditional compliance work to advisory services.
AI and automation are poised to revolutionize the industry, enabling firms to increase productivity, reduce burnout, and focus on higher-value services.
Private equity investments and consolidation among top firms are expected to accelerate, bringing in professional management teams and driving diversification of service offerings.
Successful firms will prioritize client satisfaction, embrace change, leverage global teams and outsourcing, and adopt a mindset of continuous improvement and innovation.

"Accountants are so very needed, but they just can't reach all the masses that they need to reach, right? So I think it's a great flux to be in." - Hitendra Patil

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Thanks to our sponsors:

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

Panel: Diverse Voices Speak on the Future of Accounting

Mon, 11 Mar 2024 00:01:00 +0100

This engaging roundtable discussion explores the future of the accounting profession from multiple perspectives. Host Rob Brown is joined by Gary Shamis, Lexy Kessler, Roger Knecht and Calvin Harris to debate whether accountants need to change, examine threats and challenges facing the field, discuss making accounting an attractive career choice, and share bold predictions.

The panel acknowledges accounting is in flux, with technology, staffing shortages, and an increasingly transactional approach reshaping the profession. However, they see tremendous opportunity amid this disruption for those willing to adapt. Private equity investment, offshoring, and new firm models are expected, as well as a continued push to redefine accounting's relevance and enhance the pipeline of emerging talent.

Key Takeaways:

The accounting profession is becoming more transactional and less relationship-oriented due to staffing constraints.
Poor starting salaries compared to the significant educational investment required is a major threat hindering recruitment.
There is a lack of consensus on what modern accounting roles entail, hurting the profession's branding and ability to attract newcomers.
Technology skills will be essential for future accountants, but so will an ability to tell compelling stories about accounting's impact.
Firms must evolve through potential private equity investment, offshoring, and new operational models to meet changing client and staff expectations.

"The sky isn't falling, it's just we're having to act and move."

- Roger Knecht

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

How to Disrupt Accounting Firms – Moneyball Metrics

Mon, 04 Mar 2024 06:00:00 +0100

Discover how Bob Lewis shapes CPA firm futures with M&A, advisory services and growth tactics. Essential listening for accountants and CPAs

In this episode, host Rob Brown interviews Bob Lewis, CEO of The Vision Group, about major disruptions happening in the accounting industry.

They discuss the key inflection points causing disruption such as aging partners, workforce shortages, emerging technologies, and private equity investments. Bob explains the importance of recognizing these disruptions and taking proactive steps to get "disruption ready".

He shares insights on managing people, improving firm profitability, preparing for leadership transitions, and rethinking service offerings to meet evolving client needs.

Key Takeaways:

Aging partners, workforce shortages, and emerging technologies are disrupting accounting firms, requiring changes in strategy.
Firms must invest in technology, people, and new service offerings to stay competitive. Lack of investment reduces profitability.
Metrics like revenue per professional and realization rates indicate a firm's pricing, profitability, client mix and other performance factors.
Future-focused firms are expanding into advisory services beyond compliance work to add value.
Staff want vision, training, and empowerment - not just remote work options - to stay engaged.
Private equity investments are changing ownership models and bringing new leadership approaches to firms.

Quotable Quotes:

"The disruption is occurring all around them and they can't control it."

"CPA firms, accounting firms, they're becoming consultant agencies."

How Consolidation, PE Money & M&A Impacts Accounting

Mon, 26 Feb 2024 06:00:00 +0100

Jim Bourke is a thought leader in the accounting profession. Jim and host, Rob Brown, extensively discuss the impact of private equity investments and rapidly evolving technology on the accounting landscape.

Bourke emphasizes the substantial changes brought about by private equity, altering traditional norms of firm acquisitions and augmenting profitability. He also underscores how technology, particularly artificial intelligence and machine learning, is reshaping the profession.

He talks about the demographic shift witnessed in the field with younger, tech-savvy professionals driving change. Additionally, the conversation touches upon the challenges and opportunities faced by firms contemplating mergers and acquisitions.

Bourke offers valuable advice for both junior and senior professionals in the accounting industry to stay relevant and thrive in the face of these sweeping transformations.

Key Takeaways

➯Private equity has permanently changed the accounting profession, affecting acquisitions, firm structure, and revenue models.

➯Technology, such as generative AI, is transforming the way accountants work and offering opportunities for increased efficiency and specialization.

➯Young professionals should view mergers and acquisitions as opportunities for growth and differentiation within the evolving accounting landscape.

➯Successful deals require a period of engagement and cultural alignment, as deals that neglect these factors are more likely to fail.

➯To stay relevant, accountants must embrace change, invest in technology, and adapt to the evolving needs and expectations of clients.

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

How Well Do You Know the Podcast Space in Accounting?

Mon, 19 Feb 2024 06:00:00 +0100

Rob Brown interviews Katie Thomas, a podcasting expert, about the benefits of podcasting for accountants and finance professionals. Katie makes a compelling case for why podcasting is worth the investment of time and resources, even in a crowded space with over 5 million active podcasts.

Katie explains how podcasting helps build relationships and trust with both existing and prospective clients. It establishes you as an expert in your niche and gives you a platform to share valuable insights. Podcasting also generates content that can be repurposed across social media, your website, and other marketing channels.

Katie also offers practical tips for getting started, like batch recording episodes in advance for busy seasons and working with a professional agency so you only have to focus on the recording.

Key Takeaways:

➯ Podcasting builds trust and relationships with your audience.

➯ It establishes you as an expert in your niche.

➯ A podcast spearheads content that can be repurposed across channels.

➯ You don't need millions of listeners to benefit.

➯ Consider hiring an agency to handle production so you simply have to record.

"Podcasting is a way that you can build peri-social relationships. So you don’t have to go out 1 by 1 to all these people listening to your podcast or consuming your content that. your content that’s a byproduct of that podcast, but rather those people, they feel like they know you, they like you, they trust you, but you’re doing it on a mass scale."

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

What Links Compliance to Advisory for Accountants?

Mon, 12 Feb 2024 06:00:00 +0100

Rob Brown interviews Geni Whitehouse, an accountant turned speaker, author, and trainer who helps CPAs make the transition from compliance work to becoming trusted advisors for their clients.

They discuss why technology hasn't replaced accountants, the importance of communication skills for advisors, asking insightful questions, and overcoming the resistance many accountants have to expanding their services.

Geni emphasizes that the future of the accounting profession depends on building deeper relationships with clients by uncovering their goals and turning financial data into meaningful insights.

Key Takeaways:

Technology like AI will augment the work of accountants, not replace them. Accountants will be freed up to focus on more strategic insights.
Communication skills, especially listening, are critical for advisors. Asking thoughtful questions is key to understanding client needs.
Advisors don't impose solutions. They collaborate with clients to develop custom strategies based on their goals.
Accountants have invaluable financial knowledge but need to learn to convey it visually for clients.
Firms need to help accountants find time for learning and collaboration to expand their advisory skills.

"Technology, is going to be the final liberating force in our lives that allows us to do the stuff that we really want to do."

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering: https://accountinginfluencers.com/events. Great to build your personal brand and make valuable industry connections in return for a small donation to charity.

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

How AI & Chat GPT Are Disrupting Accounting Functions

Mon, 05 Feb 2024 06:00:00 +0100

In this insightful conversation, Nicolas Boucher shares his perspective on how artificial intelligence (AI) and tools like ChatGPT are transforming the accounting and finance functions.

He emphasizes that AI will not make these roles obsolete but rather enable professionals to focus on more strategic and value-adding activities. Boucher highlights the importance of embracing technology, learning coding (e.g., Python), and developing communication skills to effectively translate financial insights to non-finance stakeholders.

Key Takeaways:

AI and ChatGPT can significantly increase productivity and automation, allowing finance professionals to spend more time on analysis and strategic decision-making.
Learning coding languages like Python and leveraging ChatGPT's capabilities can automate mundane tasks and enable more effective data analysis.
Communication skills are crucial for finance professionals to effectively translate financial data and insights to non-finance stakeholders and decision-makers.
Embracing AI and continuous learning are essential for finance professionals to remain relevant and add value in a rapidly changing business landscape.
The future of finance lies in strategic advisory roles, providing insights and guidance to business partners, rather than solely focusing on compliance and reporting.

"The world is going to belong to people that are the best at communicating ideas, not going to belong to the people that have the best ideas." - Nicolas Boucher

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

Why Accounting Professionals Need a Personal Brand

Mon, 29 Jan 2024 00:01:00 +0100

Marketing expert Jo Edwards brings 35 years of experience to the topic of personal branding for accountants and CPAs in creating industry rockstars in accounting.

Jo shares why building a strong personal brand is critical for standing out and attracting high-quality clients in a competitive marketplace.

Rob and Jo discuss how to build an authentic brand aligned with your interests, the power of microniche expertise, and how to measure your brand's progress.

Jo emphasizes being intentional about developing your brand and using tools like content creation and public speaking to raise your profile. She offers advice for overcoming introversion and making time for branding activities.

Jo argues that amplifying your personal brand is essential for commanding premium fees, generating referrals, fast-tracking your career, and achieving influence in your firm.

Key Takeaways:

The "three R's" of personal branding are recognition, reputation, and respect. A strong brand helps you get "paid" through attention, high fees, and referrals.
Authenticity is crucial - crafting a brand that's not true to you is hard to maintain long-term. Align your brand with your genuine interests.
Consider micro-niche expertise, becoming known as the go-to expert in a very specialized area aligned with your interests.
Measure progress by conversions - when target audiences seek you out, invite you to speak, and refer new business to you.
Use tools like content creation, public speaking, and networking, but play to your strengths and act within your comfort zone. Seek help from mentors.

"Any accountancy firm that isn't winning more than 80 percent of their new work from referrals is doing something wrong."

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Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

Busy Season & Beyond: Good to Great for Accountants

Mon, 22 Jan 2024 00:01:00 +0100

Steve Cox, Director of Business Intelligence @ IRIS Software Group, shares what works for accountants and CPAs during and post busy tax seasons.

Rob and Steve discuss the international prevalence of busy seasons, and the impact it has on accountants in terms of long hours, stress and mental health.

Steve provides advice for accountants on how to get through busy season and how to reflect afterwards on what went well and what could improve. He emphasizes the importance of long-term planning and strategy, reviewing your client list, and looking at processes and workflows.

Steve also discusses the role of software vendors in supporting accountants during busy season. He predicts that busy season will continue but technology and benchmarking can help smooth out the cycles.

Key Takeaways:

Busy season is an international phenomenon, with accountants worldwide facing intense workloads leading up to tax deadlines.
Busy season takes a toll on accountants through sleep deprivation, stress, and negative impacts on health and family life.
After busy season, accountants should reflect on what went well, what could improve, and what's in their control to change.
Long-term planning and strategy is critical rather than just focusing on the short-term. Review your client list and staff wellbeing.
Software vendors play a key role in supporting accountants during busy season as an agony aunt and shoulder to cry on.
Technology like AI may make compliance tasks easier but won't eliminate busy seasons. Knowledge sharing will help.

"Frazzled is a really good word to describe them because there isn’t much else you can say. It is all those long hours take their toll."

"Is life going to get easier for an accountant? No. Everyone seems to be thinking that AI is either going to come and replace their jobs or make their lives easier."

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Practical Optimism: Tools for Tackling Tough Times

Mon, 15 Jan 2024 00:01:00 +0100

Welcome to the Accounting Influencers Podcast, dropping every Monday to 40,000 accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

For today's show "Ken Schmitt, Founder of TurningPoint Executive Search and 'The Practical Optimist' author, discusses practical optimism tools for accountants in tough times."

In this inspiring episode, host Rob Brown interviews author and executive recruiter Ken Schmitt about cultivating practical optimism. They discuss how leaders can create engaged, empowered teams by trusting employees and giving them autonomy.

Schmitt emphasizes taking "baby steps" to make changes sustainable, whether it's becoming more optimistic personally or reaching big goals professionally. He suggests limiting doomscrolling on social media and following more uplifting accounts instead.

Schmitt also stresses the importance of transparency and open communication when mistakes inevitably happen, noting that optimism enables resilience and perseverance. With tips for improving mental health, nurturing relationships, and achieving work-life balance, this episode provides an optimistic roadmap to start the new year off right.

Overall, Schmitt makes the case that optimism is an attainable mindset, not pie-in-the-sky wishful thinking.

Key Takeaways:

- Optimism is a mindset and a frame of reference. It's about believing you can make a positive difference, even amidst uncertainty.

- Leaders who empower and trust their teams create more engagement and satisfaction. Micromanaging squashes innovation.

- Transparency about company culture and clear communication of expectations helps attract and retain the right talent.

- Limit doomscrolling on social media. Follow accounts that bring you joy and inspiration instead.

- Mental health challenges are surmountable. Seeking help is a sign of strength and agency, not weakness.

"If you're too optimistic, you may take big risks that don't pay off. If you're too practical, you won't take many risks at all."

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Transforming Accounting: Aprio CEO Richard Kopelman

Mon, 08 Jan 2024 00:01:00 +0100

"CEO Richard Kopelman unveils Aprio's massive expansion, secret projects and shares invaluable CPA advice for global accounting success."

Richard Kopelman, CEO and Managing Partner of accounting firm Aprio, shares his personal philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision to have truly global accounting firms.

Kopelman shares how staying positive and persistent has been key to leading Aprio's tremendous growth from $70 million to $450 million in revenue.

He emphasizes the importance of having a well-defined strategic plan and sticking to it, even though growth is never a straight line.

Kopelman also provides insight into transitioning accounting firms beyond traditional partnership structures into more corporate models in order to scale. His vision is to have truly global accounting firms without restrictions.

Throughout the discussion, Kopelman's passion for the profession and commitment to seizing opportunities comes through clearly.

"My personal philosophy is to stay positive and never give up. I'm not very good at taking no for an answer."

Key Takeaways:

Staying positive and never giving up has been Kopelman's key to success in leading Aprio from $70M to $450M in revenue.
Having a well-defined strategic plan is crucial - you need a North Star even though growth is never a straight line.
Firms need to move beyond traditional partnership structures and embrace more corporate approaches to scale.
Hiring great people and getting out of their way is his leadership philosophy.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Inside Aprio: Leading a Top 30 Accounting Powerhouse

Mon, 01 Jan 2024 00:01:00 +0100

"Explore the success journey of Aprio, a Top 30 US Accounting Firm, with CEO Richard Kopelman. Gain insights from overseeing 25+ strategic mergers & acquisitions."

Richard Kopelman, CEO and Managing Partner of Aprio, discusses the exciting transformation and rebranding of HA&W into a global business advisory and accounting firm.

He explores the high demand for accounting services due to changes in business, regulatory requirements, and technology. A key challenge for accounting firms, according to Kopelman, often lies in mindset, with many professionals needing to shift from a risk-averse outlook to a more positive, entrepreneurial one.

He highlights the importance of an inclusive, growing, and nurturing work culture and leveraging technology for business operations, emphasizing the crucial role of data. He shares the hiring strategies of Aprio and discusses the future of the accounting sector, expressing a keen interest in the endless opportunities that constant change brings.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Driving Digital Transformation in Accounting Firms

Mon, 25 Dec 2023 00:01:00 +0100

Jennifer Warawa is a trailblazer in the accounting world. She's the North American president of a leading firm, a self-made entrepreneur, and even a foster parent. However, her standout achievement isn't just financial—it's a remarkable employee net promoter score (NPS) above 60. Her workplace thrives on purpose, passion, and even a few laughs, like the notorious beanbag chair mishap. Learn how to build a company culture where employees are genuinely happy and engaged.

Dive into the world of digital transformation in accounting firms. Jennifer reflects on a stagnant decade-long conversation. While some firms embrace tech, others lag, widening the gap. Discover why change is crucial for future success and explore the clash between fast-paced tech and the traditional accounting profession. Accountants must offer more value by focusing on higher-level tasks. Discover which firms will thrive and how to attract and retain talent.

Why resist change? Comfort with the status quo or thinking clients are content might be reasons. However, clients may not fully grasp an accountant's value until they experience it elsewhere.

Learn how automation can boost efficiency and allow accountants to focus on high-value tasks.

Jennifer Warawa is a seasoned professional with over two decades of experience in the accounting field. She successfully operated her firm in Canada for half of her impressive career. In the other half, she took on various high-profile global executive leadership roles at Sage.

Jennifer currently holds the esteemed position of President at QuickFee North America, headquartered in Dallas, Texas. QuickFee specialises in cutting-edge financing, online payment, and e-invoicing solutions, primarily catering to professional service firms, particularly in the accounting and legal sectors.

Jennifer's outstanding accomplishments have garnered her a multitude of prestigious honours. She was consistently among the Top 25 Most Powerful Women in Accounting according to the CPA Practice Advisor and the AICPA for an impressive seven-year period from 2013 to 2019. Accounting Today also celebrated her as one of the Top 100 Most Influential People for an impressive nine consecutive years from 2010 to 2018. Furthermore, she stood out as a remarkable talent by being honoured as a member of the "Top 40 Under 40" by CPA Practice Advisor for an impressive six years straight, from 2010 to 2015.

Beyond her illustrious career, Jennifer is renowned as a thought leader. As a keynote speaker, she has graced numerous industry events and business conferences, consistently earning top ratings for her insightful contributions.

On a personal note, Jennifer and her husband, Shane, have been a devoted foster parent since 2014. Their home has been a haven for 11 children, ranging in age from 6 to 18, exemplifying their deep commitment to making a positive impact in the lives of others.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. ◣━━━━━━━━━━━━━━━━━━━━◢

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

The Art of Saying NO & Other Productivity Strategies

Mon, 18 Dec 2023 00:01:00 +0100

The Art of Saying No & Other Productivity Strategies with Mark Fritz

Mark Fritz focuses on the vital topic of saying no and setting boundaries. Mark highlights the significance of being assertive and maintaining focus to say no to various demands and requests effectively. He emphasises the value of listening and understanding the perspective of others when communicating a refusal. Mark also discusses the challenges busy professionals face, particularly accountants, who often feel overwhelmed by the multitude of tasks and responsibilities they have to handle.

He shares his observations on the current era of information overload and the need for individuals to prioritise and do less to achieve more. Mark suggests learning from other sectors can provide valuable insights and strategies for managing workload and avoiding burnout. The episode further delves into the psychological factors behind saying no, such as fear of disappointing others, fear of missing out (FOMO), and the pressure to fit in or be seen as a team player.

Mark offers practical advice on overcoming these fears and setting personal boundaries. He advocates for open communication and understanding between colleagues and leaders and the importance of aligning personal and professional priorities. In addition, the episode explores the role of scripts or prepared responses in navigating difficult conversations and saying no clearly and concisely. Mark highlights the importance of staying true to one's boundaries and goals and avoiding over-commitment. Throughout the interview, Mark provides examples, personal anecdotes, and practical tips on developing the confidence and assertiveness needed to say no effectively.

Mark Fritz is an accomplished leader who focuses on driving change across diverse cultures and distances. With a rich international career spanning numerous countries, including Egypt, Netherlands, Italy, and Japan, Mark has successfully spearheaded enterprise-level change initiatives. His expertise lies in leading transformation and reengineering efforts, effectively managing virtual teams, and fostering the growth of diverse, resilient groups.

Mark has left an indelible mark on executives and organisations worldwide as a renowned leadership specialist. He has been instrumental in helping them reshape their leadership approaches, resulting in improved outcomes and lasting impact. Mark's influence extends to prestigious business schools like IE Business School and HEC, where he imparts his wisdom through enlightening courses on leadership and influence.

Within organisations, Mark crafts tailored leadership programs that fortify leaders and equip them with the tools necessary for growth and triumph. His journey has taken him around the globe, where he's lived in various countries and worked in over 50 nations. Currently residing in London with his Japanese wife, Mark enjoys playing golf and cherishes collaborating with individuals from diverse cultural backgrounds, recognising the invaluable lessons such experiences offer.

Mark Fritz is renowned for his commitment to empowering leaders to shift away from micromanagement and embrace a culture of ownership and achievement. His expertise lies in unlocking the full potential of teams. Through impactful keynotes and masterclasses, he delivers inspirational experiences brimming with practical advice and actionable steps.

With a steadfast dedication to enhancing performance, influencing others, and mentoring, Mark's thought-provoking sessions and ongoing support have become integral to organisations' growth journeys. His unique blend of inspiration and practicality leaves audiences with clear actions and a deep desire to become the leaders they aspire to be. Mark Fritz is the catalyst for transformation and excellence in leadership.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Accounting Firm Talent Strategies: Marina Kooijmans

Mon, 11 Dec 2023 00:01:00 +0100

Rob Brown interviews Marina Koijmans, a talent and workplace expert, on the topic of talent management and upskilling in the accounting profession. Marina begins by explaining the challenges of talent management in today's rapidly changing world. She highlights the importance of reskilling and upskilling due to the ever-changing marketplace and the need for organizations to adapt and stay relevant. She mentions that technology-driven change and innovation are key drivers of this need for new skills.

The conversation then shifts to the perception of accountants as not traditionally being associated with innovation. Marina acknowledges this but emphasizes that the accounting profession is also evolving and recognizing the importance of upskilling and change. She explains that accountants need to acquire not only technical skills but also digital skills and advisory skills to meet the changing needs of customers.

Marina introduces the concept of a skill strategy and explains that organizations need to focus on skills rather than job descriptions. She mentions the importance of internal mobility and how it allows employees to develop new skills in different environments. She also highlights the benefits of international mobility, as it provides opportunities to learn from different cultures and enhance career growth.

The conversation then delves into the various skills and competencies that should be part of any skill strategy or framework. Marina outlines five skill groups: technical skills, digital skills, advisory skills, leadership skills, and human skills. She emphasizes the importance of leadership, storytelling, problem-solving, ethics, integrity, and effective communication in the accounting profession.

Rob and Marina discuss the challenges faced by accountants in upgrading their skills. Marina acknowledges that many accountants feel comfortable with their current knowledge and are hesitant to step out of their comfort zones, particularly when it comes to human skills. However, she highlights the importance of continuous learning and personal development to stay relevant in a changing landscape.

The conversation concludes with Marina discussing different learning approaches and methods. She mentions the use of blended learning, including classroom training, e-learning, and audio books. Marina emphasizes the need for individuals to take responsibility for their own learning and development.

Overall, this episode of the Accounting Influencers podcast provides valuable insights into the challenges and importance of talent management and upskilling in the accounting profession. It highlights the need for accountants to adapt, develop new skills, and embrace continuous learning to succeed in a rapidly changing industry.

Marina Kooijman is the Chief People Officer at HLB, based at the Executive Office in London. In this pivotal role, Marina spearheads the development and execution of HLB's comprehensive people strategy, driving the organization towards innovation and inspiration. She is deeply committed to fostering a vibrant corporate culture rooted in HLB's core values and purpose.

Marina firmly believes that nurturing talent and cultivating a diverse, inclusive environment, where every individual feels secure, valued, and respected, is the key to achieving business success and sustainable growth.

Before joining HLB International, Marina garnered a wealth of experience working with renowned international firms such as Deloitte and PwC, both in the Netherlands and across borders. Her extensive background in talent management positions her as a seasoned professional in her field.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

How Tech-Driven Audits Are Revolutionizing Accountancy

Mon, 04 Dec 2023 00:01:00 +0100

Rob interviews Jeff Gramlich from Validis. They discuss various topics related to the accounting profession and the role of technology in driving efficiency and quality. Jeff shares insights on the paradigm shift towards data-driven audits and the impact of technology on the industry. They also explore the challenges of attracting and retaining talent in the accounting profession. Jeff highlights the difference between good and great accounting firms and the importance of technology adoption in staying ahead. They also touch on the future of the profession and the exciting opportunities that lie ahead. Tune in to this episode to gain valuable insights and perspectives on the accounting profession and the role of technology in shaping its future.

Jeff is a seasoned CPA with over 40 years of experience in the accounting industry, having started his career at Arthur Young & Co. He holds a CITP certification and has made significant contributions to the US accounting sector. Notable highlights include his role as President & CEO of the Small Firm Services business unit at CCH and serving as President of AccountantsWorld. Jeff is deeply committed to enhancing the industry, from streamlining everyday workflows to elevating overall quality standards. In his current role at Validis, he is at the forefront of leveraging technology for audit processes and establishing key strategic partnerships to bring cutting-edge ideas and solutions to the market.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

YouTube CTA

UK Special: AI Forecasting in Accounting: Chirag Shah

Mon, 27 Nov 2023 00:01:00 +0100

Rob Brown interviews Chirag Shah, the founder and CEO of Nucleus Commercial Finance, a UK-focused lender.

Chirag discusses the challenges and opportunities in the financial space, particularly in lending and funding. He also talks about the importance of financial analysis and forecasting for businesses, emphasizing the need for businesses to understand their cash flow and plan effectively.

The interview highlights the role of accountants and advisors in helping businesses make sound financial decisions and navigate uncertain economic conditions.

Chirag Shah is the founder and CEO of Pulse, a visionary platform that empowers businesses, accountants, and business advisors with a tailored dashboard showcasing vital statistics and trends. With over two decades of experience in financial services, Chirag has consistently demonstrated his expertise. In 2011, he pioneered the establishment of Nucleus, a renowned alternative finance entity, offering flexible and personalized financial solutions for SMEs, regardless of their industry or growth stage.

Recognizing the pressing economic challenges UK SMEs face, Chirag introduced Pulse in October 2022, a groundbreaking platform harnessing the power of AI for in-depth financial analysis, benefitting both businesses and accountants. Chirag's mission extends beyond enhancing the UK's business landscape; he is dedicated to assisting SMEs in honing their data comprehension skills to chart a path to success. Chirag's expertise encompasses the significance of forecasting, the key elements that constitute effective forecasts, and the selection of the proper forecasting tools.

His vision for Pulse revolves around transforming it into a comprehensive forecasting tool, addressing the challenges SMEs encounter, elucidating Pulse's role, and exploring the far-reaching implications of AI in this context.

For more information about Nucleus, visit https://nucleuscommercialfinance.com/

To learn more about Pulse, https://mypulse.io/

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

The Accountant-Vendor Relationship: Seth Fineberg

Mon, 20 Nov 2023 00:01:00 +0100

Understanding the Vendor-Accountant Relationship and the Future of Events in Accounting

In this episode of the Accounting Influencers Podcast, host Rob Brown conducts an in-depth interview with Seth Feinberg, author of the Feinberg Review. They discuss the evolving relationship between tech vendors and accountants, including the trust issues and the need for vendors to better understand accountants' needs. Seth highlights the role of events for vendors to directly communicate with their target market. The conversation covers how vendors can build more meaningful relationships with accountants, the future of accounting events, and how the profession can evolve with these changes.

Seth Fineberg is a seasoned accounting industry consultant and Content Strategist with an impressive track record spanning over 30 years. His extensive career has primarily revolved around shaping the evolution of the accounting profession. Seth's notable roles include serving as the Technology Editor at Accounting Today and leading AccountingWEB's US team.

In his current venture, Accountants Forward, Seth is dedicated to driving progress within the accounting profession by curating high-quality, practical, and valuable content. He takes on various roles in content creation and execution, including articles, podcasts, webinars, white papers, and live events.

For those seeking valuable insights and updates, Seth offers a Free Weekly newsletter on his website. He is also a recognized contributor to prominent publications such as CPA Trendlines, Karbon Magazine, Accounting Today, and The Woodard Report.

Seth's expertise lies in two key areas: (1) fostering strong vendor-accounting relationships and (2) orchestrating successful events, marketing strategies, media outreach, and garnering attention in the accounting industry.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

YouTube CTA

How Accounting Professionals Learn: Stuart Pedley-Smith

Mon, 13 Nov 2023 00:01:00 +0100

Rob Brown welcomes Stuart Pedley-Smith, Chief Learning Officer at Kaplan Financial, to discuss the evolving landscape of qualifications and their relevance in today's finance and accounting profession. Stuart, with over 25 years of experience in accountancy education, shares insights into the changing roles of finance professionals, emphasizing the need to adapt to technological advancements. The discussion explores the importance of maintaining core principles while incorporating new tools and technologies in qualifications. Stuart also highlights the role of technology in reshaping the profession and the potential for technology-based assessments. Overall, the episode delves into the challenges and opportunities facing finance professionals in a rapidly evolving industry.

Stuart Pedley-Smith, a certified accountant, has dedicated his career to professional education. As Kaplan's Head of Learning, he shapes the company's education strategy, advocates best practices, and fosters a culture of learning. With over two decades of teaching accountancy students, Stuart's insights culminated in his book on examinations. His expertise informs engaging talks, a monthly blog, and podcasts on exam success. Stay tuned for Season 4 of the Kaplan Learn Better Podcast, and explore his insightful blogs:

Kaplan Learn Better Podcast (Season 4 coming soon):

https://kaplan.co.uk/learn-better-podcast

Kaplan Learning Blog (General Kaplan Blog):

https://kaplan-learning.com/blog

Pedley-Smith Blog (Exploring evidence-based learning and exam success):

https://pedley-smith.uk/

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

YouTube CTA

Never Mind the Gurus: Tough Talking from Des O’Neill

Mon, 06 Nov 2023 00:01:00 +0100

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 boundaries, and consistently delivering value to clients.

Des O'Neil, an experienced accountant on a mission to help you rapidly boost your firm's profitability while reducing stress. With a unique blend of technical expertise and a passion for creating sustainable businesses, Des is not just an accountant; he's a transformational force.

In a world filled with constant deadlines and regulatory challenges, Des understands the struggles accountants face, from attracting and retaining the right staff to dealing with less-than-ideal clients. He's been there, and he has the solutions.

With over 15 years of experience and a proven track record, Des has worked with thousands of firms, developing ProfitPro and the Winning Firm Workshop. If you're ready to achieve a more profitable and rewarding accounting business, Des O'Neil is here to guide you.

Learn more at https://theprofitpro.com/ and discover the better way to run your accounting business with Des O'Neil.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

YouTube CTA

Associations in Accounting: CIMA President Sarah Ghosh

Mon, 30 Oct 2023 00:01:00 +0100

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 inclusion within the profession.

The conversation delves into how technology, including AI and machine learning, is transforming the way accountants work and make decisions. Sarah emphasizes the importance of agility and staying updated with technological advancements.

Sustainability is another key focus, with Sarah highlighting the role of accountants in addressing sustainability challenges and aligning with regulations and frameworks. She discusses the ethical considerations related to data and the profession's responsibility in promoting sustainable practices.

Inclusion is a topic close to Sarah's heart, and she shares her involvement in initiatives like CIMA Women in Leadership, aiming to create a more inclusive accounting profession.

The episode offers a comprehensive look at the evolving roles and responsibilities of accountants, providing valuable insights for both current and aspiring finance professionals. Join us for an engaging conversation on the future of the accounting profession with Sarah Ghosh.

Sarah Ghosh is an accomplished finance and IT professional with a keen interest in the transformative power of technology within the business landscape. With a particular fascination for AI and Quantum technologies, Sarah is dedicated to understanding how these innovations are reshaping industries and accelerating decision-making processes.

Throughout her career, Sarah has garnered extensive experience and expertise, allowing her to work effectively at the C-suite level across various sectors. Her unique blend of financial acumen and IT proficiency positions her as a valuable asset in the rapidly evolving business world.

Sarah's true value lies in her ability to provide insights and practical knowledge during board discussions. In an era marked by economic, geopolitical, and environmental challenges, she brings a wealth of experience to the table, enabling her to inform and influence strategic decisions effectively.

Passionate about the implications of technology on value creation, customer experiences, and social and environmental impacts, Sarah Ghosh is a forward-thinking professional dedicated to driving positive change and innovation in the corporate world.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

YouTube CTA

The Fight for Relevance in Accounting: Calvin Harris

Mon, 23 Oct 2023 00:01:00 +0100

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, and storytelling in showcasing the value of the accounting profession to younger generations.

The conversation also touches on the impact of the COVID-19 pandemic on the profession and the lessons learned from it. Calvin shares insights into the evolving role of CPAs and the importance of adaptability.

Tune in to gain valuable insights from Calvin Harris on the state of the accounting profession and the path forward for CPAs in a dynamic world.

Calvin Harris Jr., CPA (MD), is the CEO of the New York State Society of CPAs, the oldest state accounting association in the U.S. With 30+ years of executive experience, he's been a CFO, auditor, forensic accountant, consultant, and entrepreneur.

A Morehouse College graduate, Calvin previously served as the SVP & CFO of the National Urban League in NYC and CFO of Baltimore City Community College. He's held leadership roles at organizations like the United Nations Foundation, NeighborWorks America, Legal Services Corporation, and Aeras Global TB Vaccine Foundation. His career began as an auditor at Arthur Andersen.

Calvin, the 24th Chairman of the Board and National President of the National Association of Black Accountants, has a deep passion for the accounting profession, inspired by his mother, a high school bookkeeping teacher. A Maryland native, he now calls Brooklyn, New York, home.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

YouTube CTA

Selling Advisory Services for Accountants: Adam Lean

Mon, 16 Oct 2023 00:01:00 +0100

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 we dive deep into the world of accounting and entrepreneurship with Adam Lean. In this episode, we explore what clients genuinely seek from their accountants and strategies for growing your practice without increasing your workload. We delve into assessing your readiness to provide business advisory services and discuss how to attract new clients through these offerings. Additionally, Adam shares insights on maximizing value by upselling business advisory services to existing clients, effective pricing strategies for these invaluable services, and the critical transition from a time-for-money model to achieving true business ownership.

Adam Lean is a dynamic individual with a background as a former accountant turned successful entrepreneur, having built, scaled, and sold two businesses. However, his true passion lies in teaching and empowering other business owners. Recognizing the importance of financial success and peace-of-mind for entrepreneurs, Adam is dedicated to providing valuable tools and resources to help them make informed decisions, increase profitability, and achieve a sense of security in their endeavors. Through his expertise and experience, he strives to make a positive impact on the lives of business owners, guiding them towards greater prosperity and fulfillment.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

YouTube CTA

Accounting Trends in AI & Advisory: Richard Francis

Mon, 09 Oct 2023 00:01:00 +0100

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, and consolidation tools.

Richard's passion for driving change in the accounting landscape shines through as he discusses Spotlight Reporting's mission: to empower accountants and CFOs to provide meaningful, value-added services. He emphasizes the importance of advisory services, a topic often overshadowed by compliance, and shares his vision of accountants as catalysts for profound change in their clients' lives.

The conversation delves into the recent survey conducted by Spotlight Reporting, revealing fascinating insights into accountants' readiness to embrace transformation and the shift towards more advisory-focused services. Richard's intellectually curious nature and commitment to innovation shine through as he explores the evolving role of technology, artificial intelligence, and the changing dynamics of hiring in the accounting profession.

This episode is a must-listen for anyone interested in the future of accounting and the incredible opportunities it offers in a rapidly changing world. Join us as we embark on a journey of discovery, uncovering the exciting prospects that lie ahead for accountants and CFOs alike.

Richard Francis is the visionary founder and CEO behind Spotlight Reporting, a global business intelligence software company catering to the needs of accounting firms and CFOs. Since its inception in 2011, Spotlight Reporting has grown to include over 50 dedicated professionals spread across Australia, the UK, Canada, the US, and New Zealand. Today, it proudly serves as the trusted tool for over 2,000 forward-thinking firms, impacting over 100,000 businesses each month. Notably, Spotlight Reporting has garnered numerous prestigious awards, solidifying its position as a multi-award winner in the industry.

Before his remarkable journey with Spotlight Reporting, Richard served as a General Manager at Xero from 2012 to 2014. His expertise in software development led to the successful acquisition of his own software business in 2012. Prior to venturing into the tech world, Richard began his career as a Chartered Accountant, honing his skills at a prominent firm. He later embarked on a transformative journey to the UK, where he spent four enriching years.

Upon returning to New Zealand in 2001, Richard and his wife, Julie, embarked on an entrepreneurial path, establishing a 'boutique' advisory practice. This endeavor focused on delivering Virtual CFO and strategic services, further enriching Richard's extensive and diversified background in the accounting and software industries.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

YouTube CTA

Accounting in Pop Music: Gordon King

Sat, 07 Oct 2023 00:01:00 +0100

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 naivety and excitement that often accompany young musicians signing major record deals, highlighting the importance of understanding contracts and financial arrangements in the music business. The discussion provides a fascinating glimpse into the challenges faced by creative individuals when dealing with the business side of their careers.

World of Twist was an English indie pop band formed in Sheffield in 1985, experienced various lineup changes throughout history. The band's original lineup featured James Fry (vocals), Andrew Hobson (bass guitar), Gordon King (guitar), Tony Ogden (drums), Rory Conolly (saxophone), Nick Phillips (organ), and Andy Robbins (synthesizer). After disbanding, a new lineup emerged in Manchester in 1986.

While the band gained attention for their live shows and radio sessions, their debut album, "Quality Street" (1991), didn't receive significant critical or commercial success. Despite not touring North America, "Sons of the Stage" succeeded in Toronto and New York. Creative differences and Ogden's decision to stop singing contributed to the band's dissolution in 1992.

QUATERMASS III is the pilot recording of this exciting project that came from the minds behind World of Twist, Earl Brutus, and The Dials. Presented by The Ministry of Light Entertainment in collaboration with the British Experimental Rocket Group and Science Monthly, QUATERMASS III promises to be a unique and groundbreaking musical endeavour.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Entrepreneurial Thinking in Accounting: Nathan Hirsch

Mon, 02 Oct 2023 00:01:00 +0100

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 journey began with co-founding FreeUp.net in 2015, starting with a modest $5,000 investment. Listen as he recounts how he transformed this venture into a remarkable success story, scaling it to an impressive $12 million in yearly revenue before it was acquired in 2019. As a true testament to his expertise, Nathan continues to lead EcomBalance/AccountsBalance, a monthly online bookkeeping service tailored for eCommerce and digital businesses, and Outsource School, a membership platform dedicated to teaching business owners the art of effective online hiring.

With over 700 podcast appearances under his belt, Nathan brings his wealth of experience and knowledge to this episode. Delve into discussions about entrepreneurship, his worst moments, and pivotal lessons learned along the way. Explore the fascinating dynamics of selling a business, the due diligence process, and the factors that led Nathan to make such a monumental decision.

Discover Nathan's valuable insights into team management, remote Virtual Assistants (VAs), and tips for comprehending your business financials better. Gain exclusive insights into the inception and growth of FreeUp, the keys to its remarkable success, and the nuances of selling a business. Nathan's expertise also extends to his insights on the importance of delegation, hiring strategies, and common hiring pitfalls that entrepreneurs should be aware of.

Nathan shares his motivation behind starting Outsource School and EcomBalance, providing valuable insights into hiring distinctions, preferred hiring sources, and the significance of financial knowledge for business owners. As Nathan emphasizes the importance of financials in both operating and selling a business, he also shares his vision for the future of EcomBalance.

Don't miss this enlightening episode as Nathan Hirsch and Rob Brown uncover the entrepreneurial mindset, valuable lessons, and strategies that shape the landscape of successful businesses. Tune in for an engaging conversation that offers actionable takeaways for both aspiring and seasoned entrepreneurs alike.

Follow Nathan Hirsch on LinkedIn for more insights and updates on his entrepreneurial journey.

Nathan Hirsch, a lifelong entrepreneur, focuses on vital yet often overlooked aspects of business like bookkeeping and hiring. He owns EcomBalance/AccountsBalance and Outsource School. Known for co-founding FreeUp.net with a $5,000 investment, scaling it to $12M in yearly revenue, and selling in 2019, Nathan now leads EcomBalance/AccountsBalance and Outsource School. He's a featured guest on 700+ podcasts and can be found on LinkedIn.Links and Other Info

Personal Social Media:

● Facebook: https://www.facebook.com/nathan.hirsch/

● Instagram: https://www.instagram.com/realnatehirsch/

● Linkedin: https://www.linkedin.com/in/nathanhirsch/

Business Social Media Links:

EcomBalance

● Facebook: https://www.facebook.com/ecombalance/

● Instagram: https://www.instagram.com/ecombalance1/?hl=en

● Linkedin: https://www.linkedin.com/company/ecombalance/

Accounts Balance

● Facebook: https://www.facebook.com/accountsbalance1

● Instagram: https://www.instagram.com/ecombalance1/?hl=en

● Linkedin: https://www.linkedin.com/company/accountsbalance

Outsource School

● Facebook: https://www.facebook.com/outsourceschool1

● Instagram: https://www.instagram.com/outsourceschool/

● Linkedin: https://www.linkedin.com/company/outsourceschool/

Company Links:

● https://www.outsourceschool.com

● https://www.ecombalance.com

● https://accountsbalance.com

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

YouTube CTA

Unpacking Accounting’s FP&A Landscape: Paul Barnhurst

Mon, 25 Sep 2023 00:01:00 +0100

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 FP&A professionals as valued partners within organizations.

Distinguished as "The FP&A Guy," Paul Barnhurst boasts an illustrious career spanning over a decade in the finance landscape. His remarkable journey includes pivotal roles at industry titans like American Express and Solera, culminating in his current role as the visionary force behind a thriving FP&A consulting firm.

An esteemed influencer within the FP&A community, Paul's passion lies in sharing his invaluable insights and extensive expertise. His active presence on LinkedIn sparks vibrant discussions, while his thought-provoking webinars and training sessions empower finance professionals globally.

Paul's commitment to knowledge dissemination extends to his engaging podcast initiatives. The "FP&A Today" podcast, available on Spotify, provides a platform for in-depth explorations of financial planning and analysis. Additionally, his "Financial Modeler’s Corner" podcast showcases his prowess in simplifying intricate financial modeling concepts.

As the founder of "The FP&A Guy," Paul not only embodies the fusion of passion and proficiency but also exemplifies his dedication to fostering growth and innovation within the finance domain. His contact details, readily available for those eager to connect, reflect his genuine enthusiasm for forging meaningful relationships and sharing his wealth of wisdom. Website: thefpandaguy.com

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Lessons Learned Starting Your Own Accounting Firm

Mon, 18 Sep 2023 00:01:00 +0100

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 to their clients. He discusses the power of building influence within the accounting industry, especially through content creation, to enhance career prospects and ease interactions with non-accountants. Terrell also delves into the importance of niche specialization for accounting firms, sharing his experience in finding the right fit by focusing on law firms, which aligns with their staff capabilities and offers stable clientele. Through strategic networking, Terrell's firm has become recognized in the American Bar Association, illustrating the value of a targeted approach to building a successful accounting practice.

Terrell Turner is a trailblazing figure in the accounting world, recognized as the CEO of a prestigious accounting firm and a 40 Under 40 Black CPA. As a double-time Top 20 global finance influencer, his impact is profound and far-reaching.

At the helm of a New York Times-acknowledged accounting firm, Terrell leads a team dedicated to offering meticulous bookkeeping and CFO services, with a specialized focus on serving law firms.

Terrell's influence extends beyond his firm. He hosts engaging podcasts that unravel the intricacies of finance for business owners, translating complexities into actionable insights. An accomplished speaker, he effortlessly simplifies accounting and finance, leaving a lasting impact on stages and screens alike.

Terrell Turner's commitment to demystifying finance is reshaping the industry, making him an inspiration to professionals and entrepreneurs alike.

Website: www.TLTurnerGroup.com

Facebook - https://www.facebook.com/terrell.turner.7

Linkedin - https://www.linkedin.com/in/terrellturner/

Instagram - https://twitter.com/Biztalklibrary

Youtube - https://www.youtube.com/@stuffyouraccountantisnttelling

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

The Challenges Facing Public Accounting: Jen Cryder

Mon, 11 Sep 2023 00:01:00 +0100

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, practitioners in public accounting firms, and educators in corporate finance. With a strong focus on shaping the future of the profession, Jen discusses the challenges and opportunities of staying ahead in the ever-evolving landscape of accounting, driven by technology, changing standards, and human capital needs. Collaboration among state societies and stakeholders becomes paramount as they work together to address common challenges and share innovative solutions.

Jen Cryder is a trailblazing leader serving as the CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA). As a CPA with practical experience, she brings a valuable perspective to her role, adeptly solving problems and creating opportunities to benefit PICPA's members. Jen's leadership is characterized by transparency, integrity, and a diverse skill set that spans Finance, Accounting, M&A, Operations, Business Development, Change Management, Stakeholder Relations, and Nonprofit Organization Management. With a keen understanding of the evolving landscape of technology and capital markets, Jen navigates as an agile and collaborative executive, addressing disruptions and prioritizing the growth of the organization. She places equal emphasis on empowering diverse teams, ensuring all individuals have access to professional development opportunities to achieve their goals. Committed to member value, Jen fosters strong connections and engagement to tailor PICPA's programs, products, and services accordingly. Notably, as the first female CEO in PICPA's 125-year history, Jen is dedicated to honoring the organization's legacy while strategically shaping the future of accounting and finance with an unwavering focus on member success.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

YouTube CTA

What Stops Accountants from Stepping Up for Clients

Mon, 04 Sep 2023 00:01:00 +0100

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 controllership, understanding economic realities, and translating them into actionable insights for clients. The debate over the necessity of credentials in accounting is also explored, with a focus on the value accountants bring through advisory expertise and modern tech tools. As the industry continues to evolve, accountants are moving towards value-based pricing and providing customized services that address the specific needs of businesses, ushering in a new era of financial consulting and forward-looking strategic planning.

Steven Hoffman is the entrepreneurial mind behind multiple successful ventures. From founding a non-profit at 15 to co-founding a software company in India, he has been driving innovation throughout his career.

As the COO of Woodard, Steven empowers accounting professionals nationwide to modernize and standardize their practices for business success. Additionally, he runs Mavergy, providing executive advisory services for growing businesses.

Passionate about leadership, Steven believes we need self-aware, empathetic, and courageous leaders now more than ever, unafraid of change. With expertise in various topics, including CAAS, he captivates audiences with his insights and inspiration.

Connect with Steven on LinkedIn: https://www.linkedin.com/in/thinkstevethink/ and witness his impactful journey of leadership and innovation.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

YouTube CTA

What Clients Need from Accounting Advisors: Adam Lean

Mon, 28 Aug 2023 00:01:00 +0100

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 make informed decisions for a thriving future. He stresses the importance of building trust with clients, providing clear and actionable advice, and understanding the unique needs of each business owner. By doing so, accountants can elevate their value and shake off the shackles of being seen as interchangeable entities, paving the way for a more fulfilling and prosperous profession.

https://www.linkedin.com/in/adamlean

For more about the CFO Project: https://thecfoproject.com/start-a-cfo-service?utm_source=accounting-influencers&utm_medium=3N9K7QJ

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

YouTube CTA

Innovation & Public Trust in Accounting: Okorie Ramsey

Mon, 21 Aug 2023 00:01:00 +0100

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 costs, and unclear career paths. Ramsey advocates for diversity in the profession and building bigger tables to accommodate different perspectives.

Okorie Ramsey is a distinguished finance and accounting professional with a rich and impactful career. He has made significant contributions to the American Institute of Certified Public Accountants (AICPA) through various volunteer roles, including serving on the AICPA Board of Directors and the Association Board of Directors. Currently, at Kaiser Permanente, Ramsey holds a crucial position overseeing SOX and Model Audit Rule compliance, ensuring effective internal controls over financial reporting for the integrated healthcare enterprise. With 14 years of experience at Kaiser Permanente, he has held diverse roles, including Vice President, Finance Compliance Officer, and Director of Sarbanes/Oxley and Financial Governance. Ramsey's passion for mentoring, demonstrated by his involvement with the National Association of Black Accountants and his role as an adjunct professor, reflects his commitment to fostering growth in others.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Why Accounting Firms Lose Independence: Randy Johnston

Mon, 14 Aug 2023 00:01:00 +0100

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-level technology to management strategy, reflecting the fast-paced changes in the industry. Randy also addresses concerns about independence in the profession, undisclosed relationships, and the impact of private equity acquisitions on operations and support. He emphasizes the importance of independent advisors and the need for transparency in the industry.

Randy Johnson is a seasoned finance and accounting professional with an impressive 20 years of experience in the field. With a strong background in credit and collections spanning 10 years, Randy has honed his skills in effectively managing financial transactions and mitigating risks. For the past decade, Randy has focused on accounting, taking on diverse projects and assignments as a Salaried Professional consultant for Robert Half, Inc. Throughout this time, Randy has gained valuable expertise in various accounting areas, including sales and use tax, property tax, Sarbanes-Oxley auditing, and general ledger accounting. With a comprehensive understanding of financial processes and regulations, Randy brings a wealth of knowledge to his roles and consistently delivers accurate and reliable results.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Driving Transformation & Change in Accounting Pt2

Mon, 07 Aug 2023 00:01:00 +0100

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 successful transformations, urging businesses to embrace change to stay relevant in the dynamic finance landscape

Hannah Munro is the Managing Director of itas, a Financial Transformation consultancy specializing in Sage technologies. With a passion for helping finance teams and businesses, Hannah and her team provide personalized solutions to reduce month-end close time, implement real-time reporting, automate purchasing processes, and more. Hannah also hosts the CFO 4.0 podcast, offering actionable advice and inspiration for CFOs and finance leaders. To learn more about Hannah and itas, visit itassolutions.co.uk. Reach out for virtual coffee and discussions on financial transformation and technology.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Mentioned in this episode:

YouTube CTA

How Advisory Is Changing Accounting with Jim Bourke

Mon, 31 Jul 2023 00:01:00 +0100

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 advisory verticals such as outsourced accounting, transaction advisory, and cybersecurity. Jim encourages firms to hire experts in specialized fields and create dedicated teams to drive growth in advisory services. He also challenges traditional partnership models, suggesting that non-accounting professionals should have pathways to partnership to support the evolving nature of the profession.

Jim joined DGA Group in April 2008, bringing with him extensive experience in the construction industry. With over 30 years of experience as a Quantity Surveyor and Operations Director, he has worked on a variety of projects in sectors such as industrial, retail, residential, hospitality, healthcare, and civil engineering. Jim has expertise in dispute resolution and interim commercial management, representing both clients and contractors. As the Group Managing Director, he oversees the coordination of the company's activities and explores new business ventures.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Mental Wellbeing Tips for Today’s Busy Accountants

Fri, 28 Jul 2023 00:01:00 +0100

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 environment. Justin also emphasizes the importance of high-quality podcast production to attract and retain listeners. He shares his personal journey transitioning from law to podcasting and highlights the need for professionals to focus on their expertise while seeking support in podcast production. The episode concludes with a discussion on the need for inclusivity and support for mental health in the accounting profession.

Guest Bio

Justin Grant is a seasoned professional in the field of financial services with a career that began in 1997. Initially starting in the banking and fund management sector, Justin later qualified as a financial adviser in 2001 with a national firm. Joining Kudos IFS in 2005, which later became part of Mattioli Woods, Justin specializes in holistic wealth management and wealth preservation strategies, offering tailored advice in areas such as pension planning, investments, and inheritance tax planning. With a focus on helping clients achieve their desired outcomes for their families and businesses, Justin is dedicated to providing exceptional service.

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.

Accountex is Europe’s largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.

https://www.accountex.co.uk/london/

Driving Transformation & Change in Accounting Pt1

Mon, 24 Jul 2023 00:01:00 +0100

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 of finance leadership and discusses what CFOs and aspiring finance leaders should consider. Hannah also emphasizes the role of accountants as valuable advisors, particularly for mid-market businesses that have outgrown basic bookkeeping and require strategic guidance. She stresses the broad skillset of accountants and their ability to bring certainty to uncertain situations.

Regarding change, Hannah explains that transformation is a positive movement from uncertainty and complexity to a streamlined and productive environment. She emphasizes the need for accountants to embrace the accelerating pace of change and adapt their roles accordingly. While transactional tasks may be automated, the interpretation of information, context-setting, and critical thinking will remain valuable skills.

In terms of change management, Hannah categorizes individuals into three profiles: those who embrace change, those who accept it but seek stability, and those who fear or resist change. Finding a balance within a change project is crucial, as all three profiles contribute different perspectives and roles. It's important to understand the reasons behind resistance to change and address any concerns.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Top 50 Global Women in Accounting – Ignition’s Awards

Fri, 21 Jul 2023 00:01:00 +0100

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 representation, diversity in leadership, and future plans to invest in women year-round.

Guest Bio

Rebecca is a highly experienced professional in the field of taxation, accounting, business, and tech advisory services, with over 15 years of expertise in serving enterprises of all sizes across Australia. Throughout her career, she has focused on working with clients in diverse industries such as Building & Construction, Education, Hospitality, Recruitment, and Health Services. Rebecca's strong belief in the significance of small businesses as the backbone of the Australian economy drives her determination to provide SMEs with the necessary tools to understand their financial positions in real-time. She excels in implementing technology solutions that offer small and medium-sized businesses the same level of financial insights as larger corporations, empowering them to make informed decisions based on up-to-date financial data. Rebecca's leadership, passion, and commitment to the accounting industry have earned her recognition, including winning the esteemed 'Thought leader of the year' award at the 2021 Australian Accounting Awards

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

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Technology Must Knows in Accounting with Jim Bourke

Mon, 17 Jul 2023 00:01:00 +0100

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 seamless integration between different software applications. Jim concludes by discussing the positive changes happening in the profession and the increased collaboration between legacy vendors and new technology providers.

Jim is a Partner and the Managing Director of Withum’s Advisory Services practice, which includes professional consultants in the areas of management consulting, cyber and information security, business advisory, transaction/M&A advisory, risk advisory and SOC services.

Jim, and many of the group’s members have earned the American Institute of CPAs (“AICPA”) credential, Certified Information Technology Professional (“CITP”). The CITP credential is the only credential offered by our profession to individuals who have expressed a proficiency in information technology concepts as found in an extensive body of knowledge developed by the AICPA. There are only 2,400 CITPs nationwide, with Jim being one of the first CPAs in the nation to receive the designation, and he was also elected as Chair of the AICPA’s CITP Credentialing committee.

Jim is a sought-after global speaker on all issues involving technology, the profession and business advisory. He has keynoted and presented at many global conferences around the world to many different industry groups. In addition, Jim is a well-respected leader in the accounting profession, having served as President of the New Jersey Society of CPA’s. Jim is frequently consulted by accounting firms around the globe to assist in building out advisory practices and to help with technological challenges associated with growth and client service.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Differentiate an Accounting Firm Through Your People

Fri, 14 Jul 2023 00:01:00 +0100

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 more than just their work. Creating a workplace that values the worker as much as the work is key to attracting and retaining talent. John emphasizes the need to focus on the human side of individuals and build deeper relationships based on their unique interests and qualities. By embracing their individuality, accounting firms can differentiate themselves and create a more fulfilling work experience for their employees.

Guest Bio

John Garrett is a thought provoker, author, and CPA who champions the human side of professionals. He consults with organizations to create better workplaces and develop productive cultures. With a background in stand-up comedy, he brings humor and insights to his work. John is an award-winning author, two-time Emmy nominee, and has performed on over 2,000 stages. He currently resides in Denver and is a college football fan. Connect with him on Twitter at @The_JohnGarrett and check out his website at TheJohnGarrett.com. Named Top100 Most Influential by Accounting Today. https://twitter.com/The_JohnGarrett https://twitter.com/Whats_Your_And

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

Mental Health Awareness in Accounting – What Works

Mon, 10 Jul 2023 00:01:00 +0100

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 reduce stigma within the industry. Overall, the episode promotes self-awareness and well-being among accountants.

Lucy, the co-founder of Mazuma, is a passionate innovator and disruptor in the accounting industry. With over 20 years of experience, she leads Mazuma forward through innovation, marketing, and business development. Her inspiration for creating Mazuma came from her childhood experiences witnessing the challenges self-employed creatives face with tax and accounting. Lucy's expertise and contributions have been recognized through numerous accolades and awards, including being shortlisted for Director of the Year (Innovation) and Practice Pioneer. She is also involved in powerlifting, mentoring start-up businesses, and advocating for important causes such as improved pain relief in medical procedures. Lucy's commitment to the accounting profession and her outstanding contributions have earned her prestigious awards and acknowledgments, further solidifying her role as an industry leader.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

What's Your Identity Beyond Being an Accountant?

Fri, 07 Jul 2023 00:01:00 +0100

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 their multifaceted lives outside of work. John's research reveals that 92% of professionals have other dimensions to their identity beyond their job title. He encourages accountants to embrace their hobbies and passions, as these aspects not only enhance their well-being but also make them more relatable and valuable in their roles. By celebrating the unique qualities of individuals, organizations can create better workplaces and foster deeper connections with clients.

Guest Bio

https://twitter.com/Whats_Your_And

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

https://www.accountex.co.uk/london/

What Are the Top Priorities for Accounting Firms?

Mon, 03 Jul 2023 00:01:00 +0100

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 software vendors and the challenges faced by firms in maintaining service levels and fostering innovation. This episode provides valuable insights for accountants looking to grow their firms in a rapidly evolving landscape.

Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and◣━━━━━━━━━━━━━━━━━━━━◢

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown Management, Disaster Recovery and Contingency Planning, and Process Engineering.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

Career Development in Accountancy: Robyn Clark

Fri, 30 Jun 2023 00:01:00 +0100

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 emphasizes the role of confidence, both in oneself and how others perceive them, and the need for self-awareness, feedback acceptance, and personal change in driving career development. Overall, the episode offers valuable insights and actionable steps for accountants seeking to foster growth within their firms.

Robyn Clark is the Founder and President of WinningWise, Inc., a company dedicated to developing leadership and driving sustainable change and growth. With over 30 years of experience in talent management, transformational change, and culture building, Robyn brings energy, positivity, and innovative thinking to her work. She has worked with top-tier organizations such as The Federal Reserve Bank, L'Oreal, and Discover Financial Services, helping leaders and teams achieve new outcomes. Robyn's exceptional facilitation skills, commitment to learning, and personal investment in her clients' success make her a trusted partner in driving individual and organizational capability.

Robyn LinkedIn: https://www.linkedin.com/in/robynrclark/

WinningWise LinkedIn: www.linkedin.com/company/winningwise/

Website: www.winningwise.com

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Event Review: Accounting For Your Future Conference

Wed, 28 Jun 2023 00:01:00 +0100

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 sustainable and prosperous firms, addressing talent shortage challenges, and effectively managing technology adoption.

Key takeaways from the event included the importance of challenging the status quo and embracing change, engaging and sharing best practices among industry professionals, and the need to articulate the value of services to clients beyond pricing conversations. Attendees were receptive and eager to explore new ideas and strategies for their firms' future success. The event fostered meaningful conversations and encouraged collaboration among accounting professionals.

Guest Bios

Vipul Sheth, Paul Shrimpling, Dermot Hamblin, and Aynsley Damery are renowned industry leaders who recently attended and reviewed the esteemed "Accounting For Your Future" conference hosted by Advance Track Outsourcing. Held on 9th May 2023 at the iconic British Museum in London, this conference provided invaluable insights into shaping the future of accounting. With a focus on adaptability and leveraging technology for optimal efficiency, these experts recognize the crucial role of passing on their learnings to help clients envision a promising future. Emphasizing the unwavering support of the accounting industry, Vipul, Paul, Dermot, and Aynsley are dedicated to guiding clients through challenging times and ensuring their long-term success.

The Future of Accounting Qualifications: Brian Hock

Mon, 26 Jun 2023 00:01:00 +0100

"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, particularly in data utilisation, auditing, and management decision-making. He highlights the need for certifications to adapt to these changes and equip aspiring professionals with the necessary skills to navigate and leverage technology effectively. Brian also reflects on his experience working with talented students preparing for the CPA exam.

The conversation briefly touches on the geopolitical situation between Russia and Ukraine, with Brian expressing concerns about the misrepresentation of the Russian government and the impact on global supply chains. Lastly, he discusses the current state of American politics and the importance of shared values and the need for open dialogue and compromise.

Overall, this episode provides valuable insights into the evolving landscape of accounting certifications, the influence of technology, and the challenges and opportunities accounting professionals face in today's interconnected world.

Brian Hock is the President of HOCK International, a global leader in professional accounting and finance certifications. With strong expertise in small business and international business in regions like the Middle East, India, and Eastern Europe, Brian has helped countless professionals achieve their certification goals.

Having founded HOCK Training in Moscow in 2000, Brian initially focused on live course training for the CMA, CPA, and CIA exams. Recognizing the need for comprehensive study materials, he established HOCK International in 2003, providing candidates worldwide with high-quality study materials that prioritize clear explanations and practical examples.

Brian holds Bachelor's degrees in Accountancy and History from Miami University, Oxford, OH. His extensive experience includes working with prestigious firms such as Price Waterhouse, ATC International, and Arthur Andersen.

Based in Columbus, OH, Brian resides with his wife and three children. With a passion for online education and a drive to empower aspiring professionals, Brian continues to impact accounting and finance certifications significantly.

https://www.hockinternational.com/

https://hockstream.com/

https://www.cma720.com/

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Recruitment Best Practice in Accounting: Jeremy Hyman

Fri, 23 Jun 2023 00:01:00 +0100

"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, firms need to provide more enablement at lower levels within the organization or automate lower-level tasks. By doing so, they can unlock growth potential, reduce costs, and improve profitability. Hyman also discusses the impact of COVID-19 on firms, including increased demand for assistance and a backlog of work.

The conversation delves into the role of automation in removing drudge work and improving efficiency. By automating tasks like data transformation or pushing certain work back to clients through cloud accounting, firms can free up resources and enhance client satisfaction. Hyman warns against relying solely on offshoring as a short-term solution, highlighting potential cost increases and client objections.

Regarding recruitment, Hyman emphasizes that job quality is crucial. Firms need to showcase the use of technology, offer modern tools and systems, and provide meaningful and fulfilling work to attract top talent. Technology can enhance the job specification and improve the perceived value of the role for potential recruits and clients.

Key Takeaways

➤ The pressure points for accounting firms lie in delivery, not sales or winning clients. Firms should focus on enabling lower-level employees and automating tasks to reduce costs and improve profitability.

➤ COVID-19 has increased the demand for assistance from state bodies, and firms are struggling to keep up with a backlog of work.

➤ Remote work and changing client needs require firms to adapt their technology requirements and work patterns.

➤ Automation can remove drudge work from the stack, benefiting clients and staff by saving time and increasing satisfaction.

➤ Strategies like pushing work back to clients through cloud accounting can alleviate workload and improve efficiency.

➤ Offshoring may provide short-term cost benefits but can increase costs and client objections in the long run.

➤ When recruiting, the quality of the job, including technology and fulfilling work, plays a crucial role in attracting top talent and enhancing client perception.

➤ Growth opportunities for accounting firms lie in remaining independent and impressing clients through innovative approaches rather than relying on consolidation.

➤ Technology can enhance job specification and be perceived as valuable by both recruits and clients, leading to a more successful and proactive firm.

Jeremy Hyman is a seasoned professional with over 25 years of experience in the professional services sector. With a background in law and expertise as an IT manager, partner, software developer, and management consultant, Jeremy brings a wealth of technical, practical, and commercial skills to the table.

Having started his career at a prominent London-based accounting firm, Jeremy made significant contributions by chairing the UK200 IT Group, developing a document management system for accountants, and establishing an IT business within the firm. He later ventured into operating an IT services business before returning to his consulting roots and founding Jeremy Hyman Associates in 2017.

Jeremy is highly regarded for his comprehensive understanding of professional firms, technical expertise, and pragmatic approach. He provides IT leadership and guidance to more than 20 of the top 60 accountancy firms in the UK. Known and respected among larger accounting firms, Jeremy is recognized for his solution-oriented advice, strategic planning, team leadership, system design, and dispute-resolution skills. He also excels in vendor management and appointment.

Overall, Jeremy Hyman is a trusted professional who combines his extensive industry knowledge with a proactive and practical approach to support the IT needs of leading accountancy firms.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. ◣━━━━━━━━━━━━━━━━━━━━◢

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Better Content Creation in Accounting: Nick Huber

Mon, 19 Jun 2023 00:01:00 +0100

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 traditional audit-focused services to positioning themselves as management consultancies. He notes the media profile of top accounting firms and their adeptness in media relations and content creation.

The conversation delves into the trends that have shaped the content landscape in recent years, such as the rise of cloud computing, analytics, blockchain, and AI. Nick emphasizes the growing influence of big tech companies and the increasing integration of technology in our lives. He highlights the significance of smartphones in driving this transformation.

Regarding content creation, Nick explains various forms of content, including social media posts, blogs, and white papers. He provides insights into white papers as a combination of journalism, marketing, and advertising, offering in-depth analysis on specific subjects while maintaining impartiality.

When asked about accounting firms and their approach to thought leadership, Nick expresses his observation that many accounting firms, particularly smaller and medium-sized ones, often fall short in producing high-quality content. He mentions a lack of contact details for press officers on their websites, hindering media relations. He also notes that some firms' content may come across as generic or disguised sales pitches, lacking the depth and uniqueness necessary for effective thought leadership.

Throughout the episode, Nick stresses the importance of understanding the value of content marketing and thought leadership for accounting firms. He highlights the potential benefits in terms of brand awareness, business growth, and increased sales. By providing valuable and insightful content, accounting firms can position themselves as industry leaders and attract potential clients.

Overall, this episode provides accountants with practical insights and tips on leveraging thought leadership and content marketing to drive their firms' growth and success.

Nick Huber is an experienced freelance business journalist and content consultant specializing in business technology and the accountancy sector. With a career spanning 25 years, he has reported for renowned media organizations like the BBC, Financial Times, The Telegraph, The Guardian, and trade magazines such as Accountancy Age and Accounting WEB. Nick helps companies grow their brand through thought leadership content and has worked with accounting firms, start-ups, and Fortune 500/FTSE 100 companies. He can provide insights on thought leadership, content marketing for accounting firms, common mistakes to avoid, content improvement strategies with limited resources, the role of AI in thought leadership, and improving media coverage for accounting firms.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Understanding the Needs of Your Talent: Robyn Clark

Fri, 16 Jun 2023 00:01:00 +0100

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 management and organisational success.

With over 30 years of experience working with renowned companies such as L'Oreal and the Federal Reserve Bank, Robyn brings a wealth of knowledge in designing and delivering solutions in talent management.

In this episode, Robyn will delve into various topics essential for organizations and individuals.

From an organisational perspective, Robyn will discuss the importance of succession planning and how to grow a strong bench of talented individuals within a company. She will shed light on employees' evolving needs and what people seek in their professional lives today. Furthermore, Robyn will emphasize the significance of building a positive organisational culture and why it matters for long-term success.

Switching gears to an individual perspective, Robyn will provide valuable insights on how employees can navigate their career growth effectively.

Listeners will gain practical advice on securing promotions, obtaining more rewards, and taking charge of their career trajectories.

Robyn will also address the challenges that arise when disagreements occur and share strategies to align with one's boss for greater harmony and success.

Guest Bio

Robyn LinkedIn: https://www.linkedin.com/in/robynrclark/

WinningWise LinkedIn: www.linkedin.com/company/winningwise/

Website: www.winningwise.com

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

https://www.accountex.co.uk/london/

How AI & ChatGPT Change Accounting: Randy Johnston

Mon, 12 Jun 2023 00:01:00 +0100

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 content. Randy emphasizes the importance of accountants researching and using AI while acknowledging the risks associated with privacy and confidentiality. He discusses the concerns and debates surrounding AI regulations and encourages listeners to stay updated on the rapidly evolving landscape of AI.

Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Developing Talent in Accounting Firms: Mark Fritz

Thu, 08 Jun 2023 00:01:00 +0100

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-thinking to engage and empower teams. The conversation also explores the challenges of remote work and the importance of fostering informal connections within organizations.

Furthermore, Mark delves into the psychology behind micromanagement and the need for leaders to trust their teams and let go of control. He provides practical strategies for gaining trust and fostering a culture of accountability through asking the right questions and focusing on progress.

This episode offers valuable insights for accountants looking to enhance their leadership skills and drive positive change within their firms. Mark's expertise in leadership development and his unique perspectives provide actionable strategies for accountants aiming to become effective and adaptable leaders in an evolving business landscape.

Mark Fritz is an accomplished leader with a focus on leading change across distances and cultures. With an extensive international career, Mark has led enterprise-level change programs in diverse markets such as Egypt, Netherlands, Italy, and Japan. He has excelled in driving transformation and reengineering efforts, successfully leading virtual organizations and building strong, diverse teams.

As a leadership specialist, Mark has worked with executives and organizations worldwide, helping them transform their leadership habits and achieve better results. With mentoring and masterclasses delivered in over 50 countries, Mark brings his expertise to prestigious business schools, including IE Business School and HEC, teaching courses on leadership and influence. He also designs bespoke leadership programs within organizations to strengthen leaders and equip them with the tools for growth and success.

Mark's personal journey has taken him across the globe, living in various countries and working in over 50 countries. Currently based in London with his Japanese wife, Mark finds joy in playing golf and cherishes the opportunity to work with people from different cultures and backgrounds, recognizing the value of learning from such experiences.

Known for his focus on empowering leaders to stop micromanaging and instead foster a mindset of ownership and achievement, Mark helps leaders unlock their team's potential. Through impactful keynotes and masterclasses, he delivers inspirational experiences packed with practical advice and actionable steps.

With a dedication to driving performance, influencing others, and mentoring, Mark's thought-provoking sessions and ongoing support make him an integral part of any organization's growth journey. His unique blend of inspiration and practicality leaves audiences with clear actions and a desire to become the leaders they aspire to be.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Improving Leadership in Accounting Firms: Mark Fritz

Mon, 05 Jun 2023 00:01:00 +0100

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Winning the Accounting Talent Battle: John Fenton

Thu, 01 Jun 2023 00:01:00 +0100

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 customers, employees, and vendors. He advises accountants to create white space on their calendars to reflect on their firm's direction, clients, and ongoing projects.

The conversation delves into the challenges faced by accounting firms in the current talent landscape. John discusses the battle for talent and the push and pull dynamics related to remote work and the return to office dilemma. He acknowledges the changing expectations and desires of the workforce, highlighting the importance of work-life balance and well-being. John also explores the concept of culture and its impact on the success of firms, emphasizing that the "soft" skills related to people, relationships, and culture are essential bedrocks for thriving businesses.

In addressing the talent challenge, John suggests that firms need to focus on creating an environment where individuals can contribute to something bigger than themselves and align their values with the firm's values. He emphasizes the need for critical thinking, creativity, and problem-solving skills in the profession, given the advancements in AI and technology.

Listeners will gain valuable insights into talent retention strategies, creating a positive work culture, and addressing the evolving needs of the workforce. John's expertise provides actionable advice for accountants looking to attract and retain top talent while positioning their firms for growth in a competitive industry.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

John Fenton is a seasoned executive coach, speaker, and author who specializes in helping leaders navigate tough and complex situations. With a black belt in tai chi and over two decades of experience as a managing partner at BDO USA, John brings a unique perspective to leadership development.

As the founder of John J Fenton Executive Coaching, John has worked with a diverse range of leaders, from managing partners at professional firms to board executives and CEOs. He understands the inner game of leadership, and his methodology focuses on developing the mindset, purpose, and culture necessary for success in today's rapidly changing world.

John is also the author of the best-selling book 5 Minute MasteryTM, which provides practical advice and strategies for leaders who want clarity and more freedom. He is an award-winning speaker on executive leadership excellence, having spoken at conferences and events around the world.

In addition to his professional accomplishments, John is a heart attack survivor and a strong advocate for wellbeing in the workplace. He is passionate about helping leaders overcome imposter syndrome, manage overwhelm, and develop emotional intelligence.

John's three specialty topics are leading in challenging times, winning the talent battle, and the top five challenges for modern-day leaders. In all of his work, he emphasizes the importance of purpose, culture, diversity, equity, and trust, and provides actionable insights for leaders who want to thrive in 2023 and beyond.

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

https://www.accountex.co.uk/london/

Firing Grade D Accounting Clients: Jean Caragher

Mon, 29 May 2023 00:01:00 +0100

"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 emphasizes the evolving landscape of accounting firm marketing and the opportunities for internal marketers to play a strategic role within their firms.

Jean reflects on the progress made in the accounting industry in terms of recognizing the importance of marketing. She mentions the increased average tenure of marketing directors in CPA firms, with some marketers achieving partner or CEO status. While marketing principles remain the same, Jean emphasizes the expanded range of tools and techniques available today, such as digital marketing, social media, and data analytics.

The conversation shifts to client selection and defining the ideal client for an accounting firm. Jean suggests that CPAs should clearly describe their ideal client based on financial factors, enjoyment of working together, and the level of challenge in work. She encourages accountants to analyze their existing client base and consider whether prospects align with their ideal client profile. Jean also highlights the benefits of letting go of clients who are not the right fit, including the ability to focus on and over-serve the best clients. She acknowledges that it may be a difficult conversation to have but emphasizes the importance of addressing the issue.

The episode concludes with Jean explaining the process of client analysis and the criteria that can be used, such as annual revenue, payment history, growth potential, job complexity, and timing.

By conducting a thorough analysis, accountants can make informed decisions about which clients to retain and which ones to transition out based on factors beyond the client's actions or behaviour.

Overall, this episode provides valuable insights for accountants looking to grow their firms, covering topics such as outsourced marketing, evolving marketing strategies, defining the ideal client, and conducting client analysis. Listeners can better understand how marketing plays a crucial role in the accounting industry and learn practical steps to enhance their client selection process.

Jean Caragher brings over 35 years of accounting marketing experience and is a trusted resource for CPA firms seeking to enhance their marketing strategies. As the founder of Capstone Marketing, Jean's expertise lies in helping growth-focused firms attract top clients and talent. With a practical approach and extensive knowledge of the challenges and opportunities faced by CPA firms, Jean offers invaluable guidance and implementation strategies. She is a Certified HubSpot Partner and a Certified Instructor of Advanced Pricing Methods®.

Recognized for her contributions to the industry, Jean is an inaugural AAM Hall of Fame inductee, a multiple AAM-MAA award winner, and a CPA Practice Advisor Thought Leader. Her insights have been featured in various publications, and she has been named one of Accounting Today's 100 Most Influential People in Accounting. Beyond her professional pursuits, Jean enjoys reading, boating with her husband, and volunteering at her church. She is also a dedicated advocate for the Leukemia & Lymphoma Society.

Connect with Jean Caragher:

Website: www.capstonemarketing.com

LinkedIn: www.linkedin.com/in/jeancaragher/

Twitter: @JeanCaragher

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Accountex 2023 review – The World’s Biggest Event?

Fri, 26 May 2023 00:01:00 +0100

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 of the recent Accountex event, with a record-breaking 20% increase in floor space and over 10,000 attendees. Caroline attributes their achievements to her team's hard work and relentless marketing efforts.

She discusses the international appeal of Accountex, with attendees from around the world, and the excitement surrounding future events. Overall, the episode offers a glimpse into the incredible buzz and energy of Accountex and sets the stage for its future endeavours.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Caroline Hobden is a highly experienced professional in event organization and management. She oversees the globally recognized Accountex brand, including Accountex London, Accountex Summit Manchester, Accounting Insight News, and the Accountex Webinar Programme. With over 20 years of experience, Caroline has successfully launched exhibitions, e-newsletters, and curated complex programs with multiple streams and speakers. She is known for her passion and expertise in sales and sponsorship management, conference producing, research, business development, and delegate sales.

Caroline is dedicated to providing valuable opportunities for professionals in the accounting and finance industry to grow their practices and connect with industry experts.

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

https://www.accountex.co.uk/london/

Solving Talent Problems in Accounting: Jason Staats

Thu, 25 May 2023 00:01:00 +0100

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 as in producing content and providing thought leadership on sustainable accounting firms, AI adoption, and software partnership.

The importance of being able to say "no" and capitalising on the coolest "yeses" to engage, as well as defining the type of clients and employees the firm is best for. Jason also highlights the need for a compelling vision to differentiate the firm and build a team around the right abilities. He emphasises that it's essential to ensure that the support structure for the team is built to prioritise emotional health and mindfulness.

Lastly, Jason shares his insights on the calculation for individuals just entering the accounting profession and the need to find the right place that aligns with their abilities and way of working best. Overall, the episode provides valuable advice for accountants looking to grow their firms and build a team around the right skills.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Jason Staats is an accomplished CPA and entrepreneur, running a $5M accounting firm and an online community for accounting firm owners. He produces content and provides thought leadership on sustainable accounting firms, AI adoption, and software partnership. He is also a prolific content creator with a YouTube channel and weekly newsletter. In his spare time, he enjoys spending time with his family.

YouTube: https://www.youtube.com/channel/UC_Z0mb0RshEg6Nu0PkebBPA

Twitter: https://twitter.com/JStaatsCPA

LinkedIn: https://www.linkedin.com/in/jstaats/

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

https://www.accountex.co.uk/london/

Accounting Leadership in Tough Times: John Fenton

Mon, 22 May 2023 00:01:00 +0100

"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 decisions, and build deeper relationships with their employees and clients.

Fenton also touches on the power of active listening and focusing on what is most important. He believes that allowing oneself to be more centred leads to deeper, more meaningful relationships with employees and clients. Fenton also shares his personal experience with goal setting and how it changed his life, motivating him to work towards achieving his potential as an athlete and ultimately leading him to a successful career in accounting. This episode offers valuable insights into effective leadership strategies for accountants looking to grow their firms.

As the founder of John J Fenton Executive Coaching, John has worked with diverse leaders, from managing partners at professional firms to board executives and CEOs. He understands the inner game of leadership, and his methodology focuses on developing the mindset, purpose, and culture necessary for success in today's rapidly changing world.

John also authorises the best-selling book 5 Minute MasteryTM, which provides practical advice and strategies for leaders who want clarity and more freedom. He is an award-winning speaker on executive leadership excellence, having spoken at conferences and events worldwide.

In addition to his professional accomplishments, John is a heart attack survivor and a strong advocate for well-being in the workplace. He is passionate about helping leaders overcome imposter syndrome, manage to overwhelm, and develop emotional intelligence.

John's three special topics are leading in challenging times, winning the talent battle, and the top five challenges for modern-day leaders. In his work, he emphasises the importance of purpose, culture, diversity, equity, and trust and provides actionable insights for leaders who want to thrive in 2023 and beyond.

Connect with John

https://JohnJFenton.com/contact

https://LinkedIn.com/in/JohnJFentonCeoCoach

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Accounting Leaders & Their Problems: Katie Best

Thu, 18 May 2023 00:01:00 +0100

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 overcoming these challenges. Katie explains that some common problems firms face include recruiting and retaining top talent, adapting to the hybrid work model, and staying ahead of the curve with new technology.

Katie emphasises the importance of having a distinct culture and unique flavour to appeal to potential employees while acknowledging the commonalities across different sectors. She also discusses her upcoming book on messy leadership problems and a framework that leaders can use to solve problems they face.

Katie highlights the challenges faced by individual leaders, especially the link between the work that an individual leader does and the more comprehensive corporate strategy, and how coaching can be used to overcome these challenges. Finally, she discusses the importance of engagement, culture, and personal relationships in leadership, especially in the current climate where work-life balance and mental health are becoming increasingly important.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Dr Katie Best is a renowned leadership coach, consultant and Visiting Fellow at LSE and King's College, with a passion for helping leaders and their firms navigate complex and challenging situations. With years of experience in coaching, consultancy and leadership development programmes, Dr Best has helped partners and senior leaders from top-tier firms such as EY, KPMG and RSM to tackle their most challenging leadership dilemmas.

Dr Best's expertise in leadership has also made her a sought-after speaker at events, where she shares insights and perspectives on leadership in today's ever-changing business landscape. She is also working on a book about messy leadership problems, which will be a valuable resource for leaders looking to improve their leadership skills.

Outside of work, Dr Best is an avid fan of competitive socialising, flea market hunting and travelling. Her love for sports has led her to attend the Women's Euros final, where she nearly passed out from excitement. Dr Best lives in North London with her husband and daughter, where she inspires and supports leaders to achieve their full potential.

www.linkedin.com/in/drkatiebest

www.katiebest.com/sign-up

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

https://www.accountex.co.uk/london/

Selling to Accountants: Hard or Easy? Jason Staats

Mon, 15 May 2023 00:01:00 +0100

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 discusses the current state of the accounting industry, noting that it was challenging before COVID-19 and even more so after. He says there is a massive opportunity in the industry, but people need to get out of their way and not try to be everything for everybody at their own expense. He also talks about accountants' emotional connection with their clients and how it's hard to say no to them because of that connection.

Finally, Staats discusses the difficulty in reaching accountants and selling to them, noting that some companies do it well and understand how to speak the accountant's vernacular. He mentions that accountants carry the stresses of their clients and that it's the most challenging aspect of what they do. Overall, the episode provides valuable insights for accountants looking to grow their firms in a sustainable and fulfilling way.

Jason Staats is an accomplished entrepreneur and thought leader in accounting. He founded a $5M accounting firm, which he has run for 18 months. In addition, he has built a SAAS to $30k MRR, sold a startup, built a creatorpreneur business to $10k MRR, and produced commercials for brands like LinkedIn and Zapier.

Today, Jason helps people in three key areas. Firstly, he produces content to help accounting leaders develop more sustainable firms. Secondly, he provides thought leadership on adopting automation and AI to support public accounting. Thirdly, he helps software companies to better partner with the accountant channel and leverage AI in their products.

Jason is a prolific content creator and regularly shares his insights and ideas through his weekly newsletter, which is essential for accountants looking to stay up-to-date on industry trends. Jason is an invaluable resource for software companies looking to better engage with accountants. He has helped some of the most successful brands in the industry develop more meaningful products.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Employer Brand Wins for Accounting Firms: Trisha Daho

Thu, 11 May 2023 00:01:00 +0100

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 their growing businesses, and high performers are leaving early because they need to see the accounting space as an innovative career path. To address this, firms must create a culture of inclusion that provides a custom experience for each employee. They also need to develop an employer brand that is compelling, authentic, differentiated, and feeds into the client brand.

Firms must intentionally discover what makes them unique and different and what compels people to stick around. Firms must align their vision with their employees' personal visions to create a sense of purpose and meaning and focus on the onboarding experience to appeal to various people. To retain highly motivated employees, firms need to measure the impact of their leaders on their people and create a culture of open communication and mentorship that fosters growth and development.

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Guest Bio

Trisha Daho is a former Big 4 Accounting and Advisory partner turned into a culture, talent, and DEI expert. She founded Empowered, partnering with leadership teams to create sustainable and measurable people results. With laser-focused strategies, she built thriving practices in four regions and created growth businesses that have expanded exponentially. Trisha writes and speaks regularly on authenticity in leadership, creating growth cultures, diversity and inclusion, and more. She is also a kickboxing instructor, dog fosterer, and avid traveller.

https://www.linkedin.com/in/trishadaho/

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

https://www.accountex.co.uk/london/

From Submarines to Accounting Advisory: Michael King

Mon, 08 May 2023 00:01:00 +0100

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, who increasingly demand strategic forward-looking work, and the potential threats of outsourcing and AI to the traditional accounting industry. King believes that the key to success as a consultant, fractional CFO, or virtual CFO is communicating effectively and bridging the gap between accounting principles and business owners' day-to-day decision-making. He also stresses the importance of mindset shifts, particularly around marketing and sales, and the need for accountants to embrace the opportunity to serve and teach through the sales process.

Michael King is the CEO of KFE Solutions, Dallas's top Fractional CFO firm. He's a former US Navy supervisor turned educator, helping Accountants and Fractional CFOs start, scale, and optimise their advisory services. He's also the host of The CFO Report and volunteers at his church's Community Development Program. Visit his website, The CFO Accelerator, for more information.

https://www.thecfoacceleratorlive.com/ 

https://www.thecfoaccelerator.com/blog

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Culture, Inclusion & Accounting Talent: Juana Bordas

Thu, 04 May 2023 00:01:00 +0100

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 generations, sharing their experiences and perspectives. She emphasises the need for diversity in leadership to create a multicultural global world that taps into the talents of all different cultures, ethnic groups, and nationalities.

Juana also discusses the impact of women in leadership roles, noting that women CEOs can help the bottom line by bringing their people skills and relationship orientation with them. She suggests that leaders should think about the future and prepare for trends such as the increasing youthfulness, multiculturalism, globalisation, and digitisation of the world. Bordas explains that young people today value work-life balance, meaning and purpose in their careers and want to connect with others, including getting to know their stories and narratives. She argues that intergenerational and intercultural leadership is vital for enriching organisations and enhancing humanity.

Guest Bio

Juana Bordas is a renowned thought leader and pioneer in leadership, diversity, and organisational change. She is a celebrated author of award-winning books, including "Salsa, Soul, and Spirit: Leadership for a Multicultural Age" and "The Power of Latino Leadership, Second Edition, Revised and Updated: Culture, Inclusion, and Contribution."

As an immigrant from Nicaragua, Dr Bordas embodies the resilience and determination of the immigrant spirit. She is recognised for her expertise in multicultural and inclusive leadership, which includes the contributions of Latinos and communities of colour. She has worked with various organisations, including Google, Microsoft, and Chevron, to prepare them for the multicultural age.

Dr Bordas also receives several awards and recognitions, such as the Lifetime Achievement Award from The International Leadership Association and being named one of 100 Top Latino Leaders in the U.S. by The National Diversity Council. Her upcoming book, "The Power of Latino Leadership," explores how Latinos can be positioned to be leaders in this century through expanding demographics, intergenerational leadership, economic power, international connections, and workforce participation.

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

https://www.accountex.co.uk/london/

Client Accounting Services or CAS with Sage’s Ed Warren

Mon, 01 May 2023 00:01:00 +0100

"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 specific industry expertise and verticals to help accountants become trusted advisors and provide advisory support beyond compliance work. Warren also highlights the scalability of client advisory services (CAS) and the entrepreneurialism required to grow and scale in this space.

Finally, Warren accentuates that the best practitioners in the CAS space are not just looking back at financial statements but are providing foresight and decision-making support through fractional CFO services and dashboards. The conversation offers valuable insights for accountants looking to grow and differentiate their firms in the competitive accounting services market.

Ed Warren is a seasoned sales executive with over 25 years of professional services sales and marketing experience. He has worked in marketing, business development, and practice growth roles in Top 100 and Top 200 CPA firms and as a fractional Chief Growth Officer for cloud accounting firms. Ed is a board member and finance committee chair of the Association for Accounting Marketing (AAM) and currently serves as the treasurer of AAM. In addition to his professional accomplishments, Ed enjoys running, cooking, grilling, photography, and beach vacations with his wife Marcia.

Follow him on Twitter @EdwardDWarren and connect with him on LinkedIn at

http://linkedin.com/in/edwarddwarren

Download his eBook, 7 Tips to Increase Revenue with Client Advisory Services

https://edwarddwarren.hubspotpagebuilder.com/7-tips-to-increase-revenue-with-client-advisory-services

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Going From Digital Firm to Human Firm: Will Farnell

Wed, 26 Apr 2023 00:01:00 +0100

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 frustration with the lack of adoption by accounting firms of the opportunities provided by technology and the risk of becoming complacent and falling behind. He stresses the importance of horizon scanning and continuing to innovate.

Farnell sees the human firm as the next competitive advantage for accounting firms as technology becomes more widely available. The human element, such as empathy and emotional intelligence, cannot be automated and can provide a unique competitive advantage. Farnell discusses how accounting firms can create a compelling differentiator through their people by having the right culture, brand, and niche and by recruiting the best people.

You can also watch this episode on Youtube - https://youtu.be/cW6u7l7Tkhw

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

https://www.accountex.co.uk/london/

The CFO-Accountant Relationship with Steve Rosvold

Mon, 24 Apr 2023 00:01:00 +0100

"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 CFO and how it can be a stepping stone to the CEO role. He shares his four pillars of CFO success: accounting, finance, treasury, and leadership. Rosvold details the accounting pillar covering governance and internal controls, recording transactions, and reporting accurate and timely financial statements.

Overall, this episode is aimed at accountants looking to improve their skills and become more than just number crunchers. It provides valuable insights into the changing role of accountants in today's business landscape and how they can position themselves for success.

Key Takeaways

➤ Accountants must improve their communication skills and develop insights beyond financial statements to become successful business advisors.

➤ The CFO role is an exciting avenue for those interested in leading companies, and it's becoming a stepping stone to the CEO role.

➤ Rosvold's four pillars of CFO success include accounting, finance, treasury, and leadership. The accounting pillar covers governance and internal controls, recording transactions, and reporting accurate and timely financial statements.

➤ The partnership model can work well for public accountants and consulting companies today.

➤ Emotional intelligence and managing the customer experience are crucial skills that accountants need to develop to compete with larger firms like McKinsey and Boston Consulting.

➤ Attestations and audits will continue to be significant revenue streams for accountants, but they must also focus on becoming trusted business advisors to their clients.

Steve Rosvold is the Founder of CFO.University, a professional development platform for finance leaders built on the four pillars of CFO success: Accounting, Finance, Treasury, and Leadership. With 20 years of corporate finance leadership experience, he developed the ability to drive change, improve profitability, and ensure long-term financial health. Steve lives in Vancouver, WA, with his wife, and is an avid bicyclist who once pedaled 275 miles in one day. Learn more about CFO.University on their website.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Talent & Culture Drivers in Accounting: Trisha Daho

Thu, 20 Apr 2023 00:01:00 +0100

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, accounting firms' culture and people stuff is more complicated and essential as their people are the product.

Trisha also emphasises that trust is a crucial factor for service providers. Clients buy services not just because the work is done but also because they trust the service provider and want to work with them. Millennials and Gen Zs are more interested in culture and work-life balance, and clients now demand that firms focus more on these issues. Firms also need help acquiring and retaining talent due to a shortage of skilled people entering the accounting industry.

Trisha notes that the pandemic has taught firms to look more expansively for talent and that firms are making crossroads decisions about their path, with younger people coming in and wanting to own their own companies. The conversation around how accounting firms do their work and create career paths for people is changing, and firms that can differentiate themselves through employer branding will win the talent war.

Key Takeaways

➤ Culture and people strategy are crucial for accounting firms and their success. As people are the product, firms must ensure that their culture is correct and consistent with their brand.

➤ Trust is a significant factor for service providers, and clients buy services because they trust the service provider and want to work with them.

➤ Younger generations, such as Millennials and Gen Zs, are interested in work-life balance, culture, and DEI issues. Clients are also demanding firms have a greater focus on these issues.

➤ Accounting firms struggle with talent acquisition and retention due to a shortage of skilled people entering the industry. Firms are reimagining the skills they need and how they can expand the talent pool.

➤ Employer branding is crucial for accounting firms to win the talent war. Firms that can differentiate themselves through employer branding and innovative ways of engaging with clients and employees will succeed.

Guest Bio

https://www.linkedin.com/in/trishadaho/

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

https://www.accountex.co.uk/london/

Accounting & Fintech Events Globally: Caroline Hobden

Mon, 17 Apr 2023 00:01:00 +0100

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, regardless of budget, and will feature various topics.

Speakers at this year's event include Brad Bur, Jeff Ram, Rebecca Be, Sharon Cook, Joe Wood, Zoe Whitman, Lee Chambers, Mo Canel, and Mark Pugh. The topics covered will include understanding menopause in the workplace, sustainability, women in leadership roles, and more.

Key Takeaways

➤ Accountex is the largest accounting event in Europe, taking place on the 10th and 11th of May at Excel in London.

➤ The event will feature a variety of educational programs, a large expo, networking opportunities, parties, and CPD opportunities.

➤ Accountants from all over the world attend Accountex, including some from as far away as Australia.

➤ Accountex is designed to be a level playing field for everyone, regardless of budget, and will feature a broad range of topics.

➤ Speakers at this year's event include Brad Bur, Jeff Ram, Rebecca Be, Sharon Cook, Joe Wood, Zoe Whitman, Lee Chambers, Mo Canel, and Mark Pugh.

➤ Topics covered at the event will include understanding menopause in the workplace, sustainability, women in leadership roles, and more.

The event is designed to meet the needs of everyone in the accounting profession and is an excellent opportunity to learn and network.

Caroline Hobden is a seasoned event professional with over 20 years of experience managing international business-to-business events. As the Director of the popular Accountex portfolio, Caroline brings her wealth of knowledge and expertise. From Accountex Summit North in Manchester to Accountex in London, virtual events, and the monthly e-newsletter Accounting Insight News, Caroline delivers top-notch events for the accounting and finance community. Connect with her on LinkedIn to stay up-to-date on the latest in the industry.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Talent, Tech & High Growth Firms: Lee Frederiksen

Thu, 13 Apr 2023 00:01:00 +0100

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 development and networking are used by no-growth firms. The episode also covers the importance of being flexible and adaptive to changes and gathering client data to understand their needs and anticipate changes in the market. The focus should be on leveraging technology and talent to develop innovative solutions and stay ahead of the competition. Frederiksen concludes by emphasizing the evolving role of accounting firms, which includes strategy development, branding, and marketing services.

Key takeaways from this episode include:

➤ why employer branding is a critical topic for accounting firm leaders to understand

➤ the three things you need to build a successful professional services firm

➤ the biggest growth challenge for many accounting firms

➤ why the accounting profession has the lowest number of actively looking job-seekers in the whole professional services sector

➤ what exactly job seekers are looking for in new roles depends on where they are in their career

➤ the importance of being able to work remotely for talent looking for accounting roles

➤ why accounting firms who have not responded well to covid will suffer most in losing top talent

➤ the number one factor in creating a really strong employer brand for your accounting firm

➤ the futility of your accounting firm having more than 3 core values

➤ the number one thing job seekers who are actively looking for a new position actually want

➤ the prime times or triggers that make people restless in wanting to leave an accounting firm or role

➤ explaining the trend of people thinking of their career as a series of gigs vz jobs

➤ why loyalty to an accounting firm increases for both staff and clients once a critical time has passed

➤ the disruptive effect of mergers and acquisitions on workforce stability of accounting firms

➤ why making people stay with 'golden handcuffs' can cause resentment and lowered productivity in accounting firm staff

➤ the two stages in developing a compelling 'employer brand' in an accounting firm

➤ a strong accounting firm brand in the marketplace may attract talent to you, but there's one vital thing it won't do

➤ the differences in professional services sectors when it comes to how they attract and retain top talent

➤ the importance of time horizons for restless employees - vital to know for retaining your best people

➤ why it's inevitable in tough times that accounting firms will lose people

➤ how the business model of 'needing a local and regional presence' has changed for accounting firms

➤ what do accounting firms can do to attract employees that are not actively looking to move

➤ questions accounting firm leaders should be asking in shaping a strong employer brand

➤ two top tips for accountants who want more career capital and greater profitability

Lee Frederiksen is an award-winning marketer, Visible Expert®, and business strategist. As the Managing Partner of Hinge, he uses his PhD in behavioural psychology and CEO experience to help professional service firms achieve high growth and profitability. Lee is a recognized industry name, having authored several books and conducted extensive research on marketing and business growth. He is a regular speaker at major industry events and quoted in mainstream publications.

Discover growth strategies for accounting firms in this Accounting Influencers Podcast episode. Learn the importance of research-based approaches and digital marketing to stay competitive.

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This show was initially aired as season 0, episode 116, on 20 Aug 2022. It was entitled "Employer Branding Strategies for Growing Accounting Firms". With the current focus on employer branding for accounting firms, Lee Frederiksen's research shows the importance of talent attraction and retention for accounting practices.

When he’s not travelling to speaking engagements or working at the Hinge headquarters, you’ll find Lee pursuing his interest in hot rods or watching movies with his wife, Candace. You can reach him here...

https://www.linkedin.com/in/leefrederiksen

https://twitter.com/leefrederiksen

http://www.hingemarketing.com

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Getting Accounting Clients to Conform: Susan Bryant

Mon, 10 Apr 2023 00:01:00 +0100

"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 focusing on their business development.

Bryant notes that the accounting industry needs to shift from an employee mindset to an entrepreneurial mindset and suggests that compensation for accountants should be tied to their ability to increase the value of their client's businesses and personal lives.

Bryant also discusses the need for accountants to standardise their processes to ensure conformity from the beginning and create positive client experiences. She highlights the importance of setting expectations and having systems to handle clients' varied and complex needs. She notes that clients are increasingly willing to switch accountants to find better service and advice and that accountants must be honest about their services to avoid disappointing clients. Bryant also emphasises the need for accountants to continually focus on their business development and continuously improve their knowledge and expertise.

Key takeaways

➤ Clients seek a more holistic approach from their accountants beyond compliance work. Accountants must evaluate whether their clients truly understand and value their work and are willing to conform to their processes and standards.

➤ Accountants should consider recalibrating what a good client looks like and be willing to let go of clients who are not a good fit. This may necessitate creating systems and processes to attract better clients eager to consume their services.

➤ Accountants who are proactive, close to their clients, and able to deal with complexity will be more successful. They need to be willing and honest about the clients they want to serve and how they want to serve them.

➤ Accountants need to have an entrepreneurial mindset and think of themselves as business owners. They should be compensated based on their ability to contribute to increasing the value of their client's businesses and personal lives.

➤ Developing a more commercial acumen and a more entrepreneurial business-thinking mindset will be necessary for accountants to stay relevant.

Susan Bryant is a highly experienced and accomplished Certified Public Accountant (CPA) and Certified Tax Coach passionate about driving positive change in the business world. With over 15 years of experience, Susan has worked closely with numerous business owners, helping them achieve their goals and dreams by improving their finance functions. She firmly believes that accurate and reliable accounting data, combined with advanced tax planning and strategic advisory services, can be a game-changer for businesses looking to propel themselves forward.

Susan has worked in various capacities with her clients over the years, including as an architect of accounting processes, a mergers and acquisitions (M&A) advisor, and a tax strategist. Her expertise and dedication have earned her a reputation as a trusted and respected professional in the industry. With her knowledge and skills, Susan has helped countless businesses streamline operations, maximise profitability, and achieve long-term success.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

The Under-Used Brain of Accountants: Dawn Goldberg

Thu, 06 Apr 2023 00:01:00 +0100

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 mindset mastery tool she teaches, explaining how it can improve relationships and every other area of life. She also shares her experience applying the tool to tax season and how it improved her experience with reduced stress.

Dawn highlights the importance of mastering time management for accountants and explains that managing the brain and time go together. She stresses the significance of taking ownership of our thoughts, creating intentional change, and sharing how getting everything out of our brains and onto paper can help in this process, allowing us to separate the facts from our thoughts about the facts. She emphasises that our thoughts are optional, and we can think intentionally to achieve better results.

Key Takeaways

➤ Mindset mastery is a universal tool that can be applied to every area of our lives.

➤ Circumstances are neutral and our thoughts create our reality.

➤ Better time management for accountants involves understanding how to manage our brains, not just relying on external tools.

➤ Taking ownership of our thoughts and understanding that our thoughts about our jobs create our feelings is crucial for creating intentional change.

➤ Getting everything out of our brains and onto paper can help with the process of mastering our mindset.

➤ Our thoughts are 100% optional and intentional thinking can lead to better feelings and better results.

You can also watch this on YouTube.

Guest Bio

Dawn Goldberg is an accomplished CPA with over 30 years of experience in public accounting, having worked for notable firms such as Deloitte and Ernst & Young. She is also a Professional Certified Coach for Accountants, passionate about teaching accountants how to optimise their skills and become more competent professionals.

Dawn's interest in learning led her to study life coaching, through which she learned powerful tools that positively impacted her life, including stress-free tax seasons. Her passion for helping accountants led her to write the book "The Smarter Accountant" and create two 6-week coaching programs - The Smarter Accountant Program and The Smarter Accountant Time Management Program.

Dawn aims to empower accountants to become more efficient and productive, preventing burnout, stress, and frustration. She achieves this by sharing her coaching and tools, helping accountants become more intelligent, productive, and ultimately more fulfilled in their profession.

Facebook https://www.facebook.com/Dawn.Goldberg.CPA

Linkedin https://www.linkedin.com/in/dawn-g-11366717b/

Website https://thesmarteraccountant.com/

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guests so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.

https://www.accountex.co.uk/london/

What Works in Successful Discovery Calls: Nancy Fox

Mon, 03 Apr 2023 00:01:00 +0100

"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 potential clients' readiness, commitment, and budget for working with an accountant.

Nancy also advises waiting to send proposals until certain pieces are established and the client is ready to move forward. She emphasises the need to understand clients' businesses, ask great questions, and add value to their services to get their desired fees. Nancy concludes by offering to help accountants improve their probing and open-ended questions and providing a mini-training on success in discovery calls if enough people are interested. By setting boundaries and guidelines, accountants can work with clients who respect and value their services.

Key Takeaways

➤ Having a unique value proposition and a point of distinction is crucial to building brand awareness and setting yourself apart from other accountants.

➤ Warm-up before a discovery call by networking and building relationships with potential clients, and prepare for the call by conducting thorough research on the person or company.

➤ During the discovery call, ask deep questions during the uncovering stage to determine interest versus commitment and nurture relationships with potential clients who may need more time to move forward.

➤ Set boundaries and guidelines for working with clients who respect and value your services and understand their businesses to add value to your services and get the desired fees.

➤ Only send proposals once certain pieces are established, and the client is ready.

Overall, by focusing on building relationships, providing value, and setting boundaries, accountants can better prepare for discovery calls and grow their firms.

Nancy Fox, a former corporate executive, launched her coaching and training business in 1999. With a background in manufacturing, Nancy has trained and coached senior executives in leadership, communication, and business development. She also served as a Fractional Business Development Officer in professional service firms, guiding accounting and law professionals in networking, client relationship building, and engagement. Nancy has helped firms develop internal mentoring programs and women's initiatives.

Nancy is an accomplished community and network builder, a keynote speaker, and the author of the highly recognised strategic networking book Network Like A Fox. She is based in Los Angeles and enjoys playing tennis, spending time with dogs, hiking in the mountains, and dancing West Coast Swing. If you want to book a call with her or learn more about her book, Network Like A Fox.

Links: Book a call: https://fractionals.as.me/leapforward

Network Like A Fox book - https://networklikeafox.com

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

What Motivates Accountants & CPAs: Ashleigh Miller

Thu, 30 Mar 2023 00:00:00 +0100

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 by understanding what motivates their employees. Ashley also describes creating emotional connections in the workplace and inspiring employees through communication and empathy. She suggests building trust by being vulnerable and creating a sense of belonging for employees. Furthermore, Ashley notes the unique opportunity for accounting firms to expand globally by recruiting diverse individuals. She concludes by challenging leaders to be self-aware and advocate for their own careers while being accountable.

You can also watch this on youtube here: https://youtu.be/jrprBPjKU_g

Key Takeaways

1. Accounting firms are uniquely positioned to help businesses grow and succeed, especially during challenging times like the pandemic. Firms can expand globally and seek diverse talent to support their clients.

2. People crave human connection, even in their work lives, and accountants need to remember that clients and colleagues are people, not robots. Leaders can motivate and retain talent by understanding what motivates each individual and providing value beyond just salary.

3. Self-awareness is crucial for both leaders and team members. Leaders need to be aware of their impact on others and seek feedback to improve, while team members must advocate for their careers and take personal accountability for their actions.

4. Trust and vulnerability are essential for building relationships with colleagues and clients. People are likelier to follow leaders they trust and buy from organizations they like. Accountants can build trust and create deeper connections by being vulnerable and sharing their human side.

Guest Bio

Ashleigh Miller is the founder of Amplify Excellence LLC, a certified executive coach, and a business leader with over 20 years of experience in professional services organizations such as EY and Accenture. She is passionate about the human element within the business environment and empowers others by helping them realize their unique strengths as a catalyst for personal and team success. Ashleigh facilitates workshops and coaches on the art of emotional intelligence and its impact on business development, leadership skills, and team dynamics. She also serves as the President of the Board of Ballet Excel Ohio (BXO). In her free time, Ashleigh enjoys consuming hours of audiobooks and exciting podcasts, playing cards, laughing with friends, and engaging with her teenage children.

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guests so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

https://www.accountex.co.uk/london/

Innovation Beyond Technology in Accounting: Ed Kless

Mon, 27 Mar 2023 00:01:00 +0100

"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 be revised by the hour, as it focuses on efficiency rather than effectiveness. He also talks about the issue of tracking time and how innovation is about bringing disparate things together to create something new, using examples such as a skateboard and stroller combined.

The conversation delves into innovation around business models, delivery, packaging, pricing, and language. The speakers discuss the value of social capital and the importance of making connections, even with weak connections, to help others. They also discuss subscription marketing and how companies can innovate to create offerings that provide customers experiences and transformations beyond the product itself.

Using the example of the Fender guitar, the speakers discuss the importance of creating an offering that surrounds what customers are after, which could be peace of mind, experiences, or transformations. They highlight the power of language in changing mindsets and how Disney's language changes played a role in creating attractions rather than rides.

Overall, this episode provides insightful and valuable perspectives on innovation in the accounting industry and how companies can create offerings that genuinely serve their customers' needs.

Key Takeaways

➤ The traditional billing model of charging by the hour is no longer effective in today's marketplace. Instead, firms should focus on delivering value to their clients and pricing their services based on that value.

➤ Innovation is not just about technology but about bringing disparate things together to create something new. This includes innovative business models, delivery methods, packaging, pricing, and language.

➤ Social capital and networking are important for building connections and helping others. Even weak connections can be valuable and lead to new opportunities.

➤ Subscription marketing can be a powerful tool for firms looking to provide experiences and transformations beyond the product itself. The key is to focus on what customers are ultimately after, whether it's peace of mind, experiences, or transformations.

➤ The power of language should not be underestimated. Using language that focuses on the benefits and outcomes of a service or product can change clients' mindsets and lead to increased sales.

Ed Kless is a Senior Director at Sage Accountants Solutions, where he develops and delivers courses on leadership, strategy, pricing, and project management. He also serves as a facilitator of the Sage Leadership Academy and a liaison to the Sage Leadership Academy Alumni Association. Ed is a senior fellow at the VeraSage Institute and a consultant for Tipping Point Advisors. He hosts "The Soul of Enterprise: Business in the knowledge economy" with Ron Baker on VoiceAmerica Talk Radio/

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Employer Branding for Accounting Firms: Jen Surtees

Thu, 23 Mar 2023 00:01:00 +0100

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 shares her insights on how companies can differentiate themselves as employers to attract and retain talent in a highly competitive market. She also provides valuable tips on hiring for culture fit and identifying values that drive the organisation's culture.

The conversation then shifts to the "great resignation," where many employees are quitting their jobs in search of better opportunities or work-life balance. Jen discusses what companies can do to retain talent, including creating a culture that values employee well-being, development, and growth.

Finally, the discussion turns to remote and hybrid working, which has become increasingly popular after the pandemic. Jen shares her views on how companies can make this work with their culture and the benefits of providing employees with more flexible work arrangements.

Overall, this episode provides valuable insights and practical advice for employers navigating the challenges of recruitment and the work landscape. Jen's extensive experience in coaching and developing high-performing teams and cultures provides a unique perspective on how organisations can thrive in these challenges.

Key takeaways

➤ In today's challenging recruitment landscape, it's essential to differentiate yourself by being clear on your employer's brand and values and offering competitive benefits and career development opportunities.

➤ Hiring for culture fit is critical to building a cohesive and high-performing team. To do this, it's essential to define your company's values and behaviours, ask behavioural interview questions and involve multiple team members in the hiring process.

➤ The "Great Resignation" is a genuine concern for many businesses, and it's important to focus on employee retention. This can be achieved through several strategies, including offering flexible working arrangements, investing in employee development and training, and prioritising employee well-being and work-life balance.

➤ Remote and hybrid working is becoming increasingly popular, but some businesses must be convinced whether it can work with their company culture. To make remote or hybrid working successful, it's essential to communicate effectively, build trust, and offer the right tools and technology to support remote workers.

You can also watch this on youtube

Guest Bio

Jen is an experienced and passionate Director of People Experience at Xero, where she leads efforts to create an inclusive and supportive environment for employees. With a background in coaching and research into the psychological conditions for high-performing teams, Jen brings a wealth of expertise to her role. She has designed recruitment, development, and cultural programs for businesses that prioritize people and is committed to seeing the impact of her work firsthand. At Xero, Jen is dedicated to ensuring every Xero employee has a world-class experience. The company's recent recognition as the 5th Best Workplace in Tech and 2nd Best Workplace for Women in the UK Large Business Category is a testament to her efforts. Outside work, Jen enjoys spending time with her family in their new coastal home, where they can explore the outdoors and appreciate nature.

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

https://www.accountex.co.uk/london/

Best Client Service in Accounting: Tom Wheelwright

Mon, 20 Mar 2023 00:01:00 +0100

"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 owners can take to minimise their tax liability.

He discusses the importance of financial education and how it can help individuals make informed financial decisions and achieve their financial goals. He shares his perspective on the current state of the economy and offers his advice on how individuals can prepare themselves for potential economic changes.

In addition, Tom emphasises the importance of having a team of advisors, including a tax advisor, financial planner, and legal expert, to help individuals make the best financial decisions for their unique situations.

This episode offers valuable insights and practical advice for individuals and business owners looking to reduce their tax liability and build wealth. So be sure to tune in and gain some valuable insights from one of the leading tax planning and wealth creation experts.

Key Takeaways

Focus on tax planning, not just tax compliance. Of course, compliance is essential, but planning can help clients reduce their tax liability and save money.

Develop a niche. Specialising in a particular industry or type of client can help differentiate your firm from competitors and attract more clients.

Offer value-added services. Consider offering services such as financial planning or business consulting to provide additional value to clients and increase revenue for your firm.

Build a strong team. Hire and train top talent, including tax professionals, financial planners, and legal experts, to provide comprehensive services and ensure client satisfaction.

Leverage technology. Use technology such as automation and cloud-based software to streamline processes and improve efficiency, ultimately reducing costs and improving profitability.

Invest in marketing. Develop a strong brand and marketing strategy to increase visibility and attract more clients to your firm.

Continuously educate yourself and your team. Stay current on changes in tax laws and regulations and industry trends to provide the best possible service to clients and stay ahead of competitors.

Tom Wheelwright is an accomplished CPA, entrepreneur, and internationally recognized speaker with tax and wealth management expertise. As the CEO of WealthAbility® and a Rich Dad Advisor, he has helped thousands of entrepreneurs, small business owners, and investors achieve their financial goals.

In addition to being a bestselling author of Tax-Free Wealth, he is releasing his upcoming book, The Win-Win Wealth Strategy, which outlines seven government investments to help individuals build wealth while reducing taxes.

Tom is a trusted CPA for Robert Kiyosaki, author of Rich Dad Poor Dad, and has spoken on stages across the globe to over 100,000 individuals. He also hosts two successful podcasts, The WealthAbility® Show with Tom Wheelwright, CPA and The WealthAbility® for CPAs Show.

Tom's mission is to help people achieve their financial dreams by legally and permanently reducing their taxes. He is a regular contributor to Entrepreneur magazine. His work has been featured in prominent media outlets such as Forbes, The Wall Street Journal, The Washington Post, FOX and Friends, Marketplace / NPR, and ABC News Radio.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Human Capital & Talent in Accounting – Gary Shamis

Thu, 16 Mar 2023 00:01:00 +0100

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 believes that the value proposition in public accounting needs to be improved, creating a deep hole in the industry. He emphasises the importance of focusing on clients, people, and growth, staying up-to-date with the competition, and re-evaluating the value proposition to increase the bottom end of compensation and create a culture of growth.

The discussion also covers the impact of automation and robotics on the accounting industry. Shamis advises firms to have a contingency plan and appoint a tech-savvy employee to monitor industry developments. Attracting talented employees is a challenge, and the speaker suggests focusing marketing efforts on attracting staff rather than clients and changing partner bonuses to include incentives for bringing in talent. A strong brand is also essential for attracting both clients and employees.

You can also watch this on youtube here: https://youtu.be/RiPX4KXYH0c

Key Takeaways

➤ New CPA pipeline has decreased by 50% in the last five years, creating a deep hole in the industry.

➤ Value proposition in public accounting needs improvement to attract and retain talent.

➤ Focusing on clients, people, and growth is crucial for accounting firms to succeed.

➤ Staying up-to-date with competition and re-evaluating the value proposition is necessary.

➤ Automation and robotics are impacting the accounting industry, and firms need a contingency plan.

➤ Appointing a tech-savvy employee to monitor industry developments is crucial.

➤ Marketing efforts should focus on attracting staff rather than just clients.

➤ Partner bonuses should include incentives for bringing in talent.

➤ A strong brand is essential for attracting both clients and employees.

➤ Accounting firms must adapt to the changing landscape of the industry to succeed in talent acquisition and retention.

Guest Bio

Gary Shamis is an accomplished former managing partner of a top 40 US accounting firm that he sold to BDO in 2015. He is now the CEO of Winding River Consulting, which provides high-level strategy consulting to the Restaurant, CPA, and professional services industries. With numerous accolades in the accounting field, Gary was recognised as the EY Entrepreneur of the Year and is a Top Ten Managing Partner Elite by Accounting Today, where he was described as the “very model of the modern managing partner." Additionally, he was named Most Admired Peer by INSIDE Public Accounting and has been featured more than a dozen times on the Most Influential list by Accounting Today. Gary also co-authored How to Manage Your Accounting Practice: Taking Your Firm from Chaos to Consensus.

In addition to his successful accounting career, Gary has served within the American Institute of Certified Public Accountants ranks. You can connect with Gary through his LinkedIn profile or Winding River Consulting's website. He has also been featured in various interviews, including "Accounting Firm Leadership Priorities: Gary Shamis" and "Key Drivers of Change in Accounting with Gary Shamis."

You can connect with Gary here:

https://www.linkedin.com/in/gary-shamis-wrc

https://windingriverconsulting.com

Check out these other interviews with Gary:

"Accounting Firm Leadership Priorities: Gary Shamis"

https://bit.ly/3lyBIgW

"Key Drivers of Change in Accounting with Gary Shamis"

https://bit.ly/3xIhneq

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.

https://www.accountex.co.uk/london/

Private Equity Impact in Accounting: Gary Shamis

Mon, 13 Mar 2023 00:01:00 +0100

"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 accounting firms are shifting their focus to represent private equity and portfolio companies to maintain business and grow their revenue.

➤ Private equity partners often have a controlling interest in the companies they invest in and their primary focus is on a return on investment. This can create tension with managing partners trying to implement growth strategies and manage the company's complex operations.

➤ Private equity deals between young and old partners are critical, as there may be differences in goals and priorities. It's important to consider these differences and how they may impact the partnership's success.

➤ There has been consolidation within the accounting industry due to the rise of alternative practice models and rollups, which have been the subject of lawsuits and controversy. Large companies such as American Express, H&R Block, and CBIZ have been involved in this consolidation trend.

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. Gary won EY Entrepreneur of the Year and is a Top Ten Managing Partner Elite (Accounting Today), among many other accounting accolades. He was called the “very model of the modern managing partner. He was awarded Most Admired Peer (INSIDE Public Accounting) and has over a dozen appearances on the Most Influential list (Accounting Today). He has served within the American Institute of Certified Public Accountants ranks. He co-authored How to Manage Your Accounting Practice: Taking Your Firm from Chaos to Consensus.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Digital Wellbeing for Busy People: Bailey Parnell

Thu, 09 Mar 2023 00:01:00 +0100

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. Bailey emphasizes the importance of a growth mindset, optimism, and resilience, as well as the interconnectedness of individuals and organizations.

The conversation then shifts to the impact of digital culture on work and personal life, with Bailey discussing the dangers of social media addiction and the negative effects of screen culture on physical, sociological, and psychological health. She highlights the importance of accountants being mindful of their social media and screen usage and incorporating practices such as mindfulness and digital detoxing into their lives.

Bailey also talks about her company, Skills Camp, which focuses on soft skills development and the importance of mental health responders and counsellors for stressed employees. The episode offers a cautionary tale to accountants looking to grow their firms, urging them to be vigilant about social media usage and prioritize their well-being over digital engagement.

Overall, this episode of the Accounting Influencers Podcast provides valuable insights into the skills and mindset needed to succeed in today's VUCA world and practical tips for maintaining mental health and well-being in a digital culture. Don't miss this informative conversation between Rob Brown and Bailey Parnell!

You can also watch this on youtube here: https://youtu.be/JKSTI6UeB0c

Key takeaways

➔ To thrive in a VUCA world, individuals need a growth mindset, optimism, resilience, and the ability to adapt and embrace change.

➔ Digital culture significantly impacts work and personal life. Accountants must be mindful of their social media and screen usage to combat the adverse effects on their physical, mental, and emotional well-being.

➔ Companies need to create a culture that supports mental health and well-being, especially in a hybrid work environment, by training leaders to manage crises and promoting a human-centric workplace.

➔ Soft skills development, such as interpersonal communication and emotional intelligence, is crucial for business professionals to succeed in today's world, and mental health responders and counsellors can help support stressed employees

Guest Bio

Bailey Parnell is a 2x TEDx speaker, Founder & CEO of SkillsCamp, and named one of Canada's Top 100 Most Powerful Women. She is an internationally-recognized entrepreneur, an active humanitarian, and an expert in soft skills training. Bailey has nearly 4 million views on her TEDx talks, and her work has been featured in Forbes, Good Morning America, CBC, and other notable media outlets. She completed her Master's in Communications and Culture at Ryerson University with research on social media's impact on mental health. This research led to the creation of her signature 5 Steps Towards #SafeSocial and a connected non-profit of the same name. Bailey is known for her skilful storytelling, confidence, research, and humour. She frequently speaks on social media and mental health, soft skills, intergenerational understanding, and being a woman in business.

Bailey's company SkillsCamp is a soft skills training company that works with businesses and educational institutions to help their staff and students develop the essential skills needed for personal and professional success - personal branding, stress management, emotional intelligence, and public speaking. Bailey's engaging and informative presentations have reached over 4 million people worldwide. Bailey enjoys wine, cheese, good TV, and "thought experiments" when she's not working. You can follow her on Instagram, LinkedIn, TikTok, Twitter, and Facebook at @BaileyParnell or @baileytaylorparnel. For more information, visit her website at baileyparnell.com or contact her at bailey@skillscamp.co

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

https://www.accountex.co.uk/london/

Soft Skills Mastery in a VUCA World: Bailey Parnell

Mon, 06 Mar 2023 00:01:00 +0100

"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 how soft skills are crucial in navigating it.

Bailey and Rob discuss the need for a growth mindset and being open to continuous learning and development. They emphasise the importance of seeking feedback and auditing one's skills to identify areas that require action, especially with the increasing automation of some roles. The speakers differentiate between optimists and pessimists and explain how having an optimistic mindset, particularly in times of change and stress, is crucial. The conversation concludes by emphasising the need for a learner-centric approach to teaching soft skills that prioritises the learners' interests and learning styles over serving the institution.

You can also watch this on youtube

Key takeaways

Soft skills are essential in accounting, as they play a significant role in building relationships with colleagues, clients, and stakeholders.

Resilience is a critical soft skill, but it's not enough. Other essential skills include stress management, empathy, and cross-cultural communication.

The VUCA (Volatility, Uncertainty, Complexity, and Ambiguity) acronym is a helpful way to describe the current workplace environment, and developing soft skills is crucial in navigating it.

To develop soft skills effectively, a learner-centric approach should be taken that prioritises the learners' interests and learning styles over institutional needs.

Having a growth mindset, seeking feedback, and auditing one's skills are essential to continuous learning and development.

Being optimistic is crucial, especially in times of change and stress. Optimism isn't necessarily about being positive or negative, but rather how one views oneself about what happens.

Bailey Parnell is a 2x TEDx speaker, Founder & CEO of SkillsCamp, and named one of Canada's Top 100 Most Powerful Women. She is an internationally-recognized entrepreneur, an active humanitarian, and an expert in soft skills training. Bailey has nearly 4 million views on her TEDx talks, and her work has been featured in Forbes, Good Morning America, CBC, and other notable media outlets. She completed her Masters in Communications and Culture at Ryerson University with research on social media's impact on mental health. This research led to the creation of her signature 5 Steps Towards #SafeSocial and a connected non-profit of the same name. Bailey is known for her skilful storytelling, confidence, research, and humour. She frequently speaks on social media and mental health, soft skills, intergenerational understanding, and being a woman in business.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Leading in a People First Culture: Xero’s Jen Surtees

Thu, 02 Mar 2023 00:01:00 +0100

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 that will drive the culture and developing a clear vision.

Leaders should create a safe environment for employees to voice their opinions and concerns. People leaders can support the culture by ensuring policies and practices align with the company's values. Jen shares top tips for understanding and developing culture, including listening to feedback, identifying areas for improvement, and incorporating change where needed.

You can also watch this on Youtube - https://youtu.be/7gz1D2r1Idk

Guest Bio:

Jen is the Director of People Experience (UK & EMEA) at Xero, with extensive experience in coaching and a passion for supporting individuals to be their best selves at work. Jen designs recruitment, development, and cultural programs for businesses that prioritize people at heart. She thoroughly researched the psychological conditions that foster high-performing teams and a sense of belonging, resulting in strong team cultures. Jen works at Xero, ensuring the company provides every employee with a world-class and inclusive experience. She creates an environment where employees can believe, belong and flourish. Under her leadership, Xero has been named the 5th Best Workplace in Tech and the 2nd Best Workplace for Women in the UK Large Business Category. Jen loves the great outdoors and recently moved with her husband and daughter to the coast, where they enjoy spending time outdoors and experiencing nature.

Key takeaways

➤ A people-first culture is crucial for businesses in today's recruitment landscape.

➤ Leaders must prioritise employee well-being, development, and growth to cultivate a thriving culture.

➤ To build a people-first culture, leaders should identify the values that drive the culture and develop a clear vision for the organisation.

➤ Leaders should create a safe environment for employees to voice their opinions and concerns.

➤ People leaders can support the culture by ensuring policies and practices align with the company's values.

➤ Top tips for understanding and developing culture include: listening to feedback, identifying areas for improvement, and incorporating change where needed.

➤ Businesses need to specialise in a niche and become thought leaders.

➤ Firms offering client advisory services (CAS) must focus on sales and marketing to succeed.

➤ Verticals matter in CAS, and firms must think beyond write-up and controllership to provide more value to their clients.

➤ To scale successfully in CAS, firms must focus on hiring and training staff, creating processes and systems and building technology infrastructure.

➤ CPA and BPO firms can compete with low-priced providers in the current market by providing niche expertise and thought leadership.

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guests so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

The Power of a Pipeline for Accountants: Ed Warren

Mon, 27 Feb 2023 00:01:00 +0100

"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 firm space is in a good place given the circumstances, there is also a bit of complacency as they have weathered the storm reasonably well. However, staffing is a huge issue right now, and the industry will have to figure out how to adjust to players with different values than the legacy partner.

Ed also discusses the importance of the trusted advisor relationship that accountants have with their clients. He shares tips on how firms can increase their revenue through client advisory services, including cross-selling other services to clients such as wealth management, family office, and retirement planning. He emphasizes the importance of making conscious decisions to go after higher volume, higher margin clients to provide a better client experience and where the team is treated with respect.

Key takeaways

➤ Staffing is a significant issue for accounting firms, as younger generations value work-life balance and giving back to their communities more than partnership and equity.

➤ To stay competitive, accounting firms must adapt to changing software technologies, such as cloud-based ERP solutions and tax and compliance software.

➤ Blockchain and other technologies in the venture stage could significantly impact the audit process in the next five to ten years.

➤ Firms should focus on developing trusted advisor relationships with their clients and consider pruning their book of business to eliminate unprofitable relationships and replace them with clients who will pay their fees and treat their employees well.

➤ Cross-selling other services to clients, such as wealth management, family office, and retirement planning, can create a multiplier effect and lead to multiple business streams.

➤ Conducting a pipeline review and focusing on individuals expected to bring in new business is essential. Still, it's also crucial to have honest conversations with clients regarding the value of relationships and the lifetime value of a client.

➤ Having tough conversations with clients regarding billing rates and ensuring that the billing is fair for the work done is essential for maintaining a successful practice.

Ed Warren is an accomplished sales executive with over 25 years of professional services, sales and marketing experience. He has worked in marketing, business development, and practice growth roles in Top 100 and Top 200 CPA firms. Ed is a fractional Chief Growth Officer for cloud accounting firms, helping them grow their outsourced accounting practice. He is a board member and finance committee chair of the Association for Accounting Marketing (AAM) and currently serves as the treasurer of AAM.

Aside from his professional work, Ed is an avid jogger, running 3 to 4 days per week, typically between 3 & 5 miles per run. He completed a Tough Mudder with his former managing partner and enjoys cooking, grilling, photography, and beach vacations with his wife, Marcia.

Ed is active on Twitter, where he can be found at @EdwardDWarren, and on LinkedIn at http://linkedin.com/in/edwarddwarren. He is also offering a free eBook download titled "7 Tips to Increase Revenue with Client Advisory Services," which can be found at https://edwarddwarren.hubspotpagebuilder.com/7-tips-to-increase-revenue-with-client-advisory-services.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

Accounting Leaders – Good vz Great with Terry Snyder

Thu, 23 Feb 2023 00:01:00 +0100

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. Terry emphasizes the significance of cultivating a growth mindset in accounting and shares practical strategies for expanding your accounting firm. He delves into branding and provides tips on creating a strong brand, including defining your unique value proposition, identifying your ideal client, and creating a consistent visual and verbal identity.

Moreover, Terry sheds light on the future of accounting and how firms can brace themselves for the technological changes ahead. He predicts that automation and AI will continue to play a significant role in the industry. He also highlights the importance of maintaining a personal touch and building strong relationships with clients. Tune in to the Accounting Influencers Podcast to learn more and to get valuable insights and tips from the industry's top influencers.

Guest Bio

Terry Snyder, a growth, strategy, and culture consultant, formerly served as the Head of Allinial Global, one of the largest accounting alliances in the world. He currently advises BOKS International, large accounting firms, and software vendors on their growth strategies. He started his career in 1970 - interning with (Deloitte) Haskins & Sells before joining Arthur Andersen. In 2006, he stepped out of the profession and became the president of a bank for 2 years before joining Allinial Global as the CEO and President. He spent 12 years with AG, overseeing growth from from $600 million (NA focused) to over $4.3 billion (globally focused). Now retired, Terry lives living in Charlotte North Carolina and consulting with BOKS International on growth and strategy as well as individual firms.

Key Takeaways

➤ Having a growth mindset is essential for accounting firms to thrive, and it's crucial to be open to new ideas and seek out opportunities to learn and improve constantly.

➤ Developing a strong brand is a key strategy for accounting firm growth, and a strong brand is more than just a logo or tagline. It's about creating a clear and compelling message that resonates with your target audience.

➤ To build a strong brand, it's important to define your unique value proposition, identify your ideal client, and create a consistent visual and verbal identity.

➤ Automation and artificial intelligence will continue to play a growing role in the accounting industry, but maintaining a personal touch and building relationships with clients is still essential.

➤ To stay ahead of the curve in the accounting industry, it's important to invest in technology, develop new skills, and embrace change.

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Thanks to our sponsors:

https://www.accountex.co.uk/london/

How Accountants Can Grow with Video: Kate Johnson

Mon, 20 Feb 2023 00:01:00 +0100

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 strategies, including eBooks, monthly membership for DIY clients, vendor referral links, YouTube, and sponsorships of newsletter and video content.

Kate emphasizes the importance of using video in your business. She shares statistics about the rise of video and explains that you need two skills to make videos: creating and communicating. She also provides different ways to use video, such as internal operations, clients and hot prospects, and external “Know/Like/Trust” marketing.

Kate also talks about how to enter the accounting space as an outsider and build a life you love. She shares her personal story of transitioning from corporate finance to small business accounting after being a stay-at-home mom for six years.

Lastly, Kate elaborates on the mission of the Bookkeeping Side Hustle Community. The community aims to support accounting professionals, emphasize that bookkeeping is accounting, provide honest reviews, and foster a community of hardworking people. The community also rethinks income, helps job seekers, and makes accounting fun!

Kate Josephine Johnson is the owner of Heritage Business Services, LLC, a virtual bookkeeping firm that serves small business clients throughout the United States. She is also the Chief Hustler at Bookkeeping Side Hustle, where she helps accounting professionals build a virtual accounting career they love. Kate is a proud Texan, Baylor Bear, and Navy wife. With an MBA from the Yale School of Management and a BA in Economics from Baylor University, Kate worked in corporate finance before choosing to be a stay-at-home mom for several years after her first child was born.

In 2021, she was recognized as the Top 50 Women In Accounting. Kate is known to be a morning person and gets more done before 7:00 am than most people do all day long. She can be contacted via www.HeritageBusinessServices.com for small businesses and bookkeepingsidehustle@gmail.com for accounting professionals.

Kate is also active on LinkedIn, Twitter, Instagram, and YouTube, and she manages the Bookkeeping Side Hustle Facebook Group.

Key takeaways from this episode include:

Diversify your revenue streams: In addition to traditional accounting services, explore other opportunities to generate revenue, such as creating ebooks, offering monthly memberships for DIY clients, vendor referral links, YouTube, sponsorships of your newsletter and video content, and more.

Use video in your business: Video is no longer optional in today's business world. Learn to create and communicate effectively through video to enhance your marketing efforts and engage your clients.

Build a virtual accounting career: If you're an outsider looking to break into the accounting space, consider building a virtual accounting career that can scale up or down with your family's needs. Take advantage of resources like the Bookkeeping Side Hustle Community to learn how to make accounting fun and rethink income.

Emphasize the "know/like/trust" factor: In addition to providing quality accounting services, focus on building relationships with your clients and fostering a sense of community to establish trust and loyalty. This can lead to more referrals and repeat business.

Foster a positive company culture: Create a positive company culture that values hard work and respect for others, and provide opportunities for your employees to connect and engage with one another. This can help attract and retain top talent and ultimately drive growth for your firm.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

2022 Review PLUS 2023 Preview with Dan Richards

Thu, 16 Feb 2023 00:01:00 +0100

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 include:

Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/

Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/

Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/

Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/

Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/

Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/

Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/

Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/

We cover the following areas in these bonus episodes:

A. 2022 in review

1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

2. What kind of shape is the accounting profession in as we emerge from the pandemic?

3. If you were a teacher giving accountants a school report, how would you grade them?

4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

1. What will be the main challenges for accountants and firms in the coming year?

2. Where will accounting firms find their biggest opportunities in the coming year?

3. What will separate the good accounting firms from the great ones in 2023?

4. What will happen to the complacent accounting firms who won't/can't change?

5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?

Do Accountants Make the Best CFOs? Steve Rosvold

Mon, 13 Feb 2023 00:01:00 +0100

"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 and its mission is to deliver practical, performance enhancing and convenient professional development to finance leaders all around the globe.

In this episode, we discuss how accountants and CPAs are dialed into governance, financial control and historical reporting, but how this often locks them out of future focus, predictions, and analytics. If accountants and CPAs don't have the right skills, what do they need?

Steve shares the four pillars of success in COF University that lead to mastery as a senior financial officer and an even stronger accountant. The Four Pillars are made up of:

Accounting – Governance & Controls, Transaction Recording and Reporting
Finance – Business Planning, Financial Forecasting and Investment Analysis
Treasury – Cash Management, Funding (Capital Raising) and Risk Management
Leadership – Self Awareness, Team Building and Strategy & Culture

We explore how the CPA or chartered accountant qualification used to be a route to CFO status and positions but no longer. And we look at what is. Lots of goodies here to help accounting professionals appreciate and even step into the financial expertise required by modern businesses.

Steve lives in beautiful Vancouver, Washington and is an avid bicyclist. On his longest one-day trek he pedaled 275 miles from Seattle to Spokane, Washington.

https://www.linkedin.com/in/steverosvold

https://www.cfo.university/

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

◣━━━━━━━━━━━━━━━━━━━━◢

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

2022 Review PLUS 2023 Preview with Randy Johnston

Fri, 10 Feb 2023 00:01:00 +0100

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