Jason Staats shares valuable insights on growing an accounting firm, defining a niche, and building a vision to differentiate.Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.Solving Talent Problems in Accounting: Jason StaatsIn 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 partnerships.He emphasizes the importance of being able to say "no" and capitalizing 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 emphasizes that it's essential to ensure that the support structure for the team is built to prioritize 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 abilities.Guest BioJason 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 partnerships. 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.Your HostHost Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more.Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.LinkedIn: https://www.linkedin.com/in/therobbrown/Company: https://www.linkedin.com/company/accountinginfluencersYouTube: https://bit.ly/AI-youtubeTwitter: https://twitter.com/accinfluencersAdvanceTrack sponsors talent in AccountingPlease get to know us better!If you enjoy the show, please leave a review on your preferred platform.Website: https://accountinginfluencers.com/podcastSocial Media:LinkedIn: https://www.linkedin.com/company/accountinginfluencersYouTube: https://www.youtube.com/@accountinginfluencers

Discover how leadership coaching can help accounting firms overcome challenges such as recruiting top talent and adapting to hybrid work with Katie Best.Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.Problem Solving for Accounting Leaders: Katie BestIn this episode of the Accounting Influencers Podcast hosted by Rob Brown, a leadership coach and consultant, Katie Best discusses the challenges faced by professional services firms and their leaders and how coaching, consultancy and leadership development can help overcome 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 leaders can use to solve them.Katie highlights the challenges individual leaders face, especially the link between a particular leader's work and the broader 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.Guest BioDr Katie Best is a renowned leadership coach, consultant and Visiting Fellow at LSE and King's College, passionate about 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 socializing, 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.Your HostHost Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more.Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.LinkedIn: https://www.linkedin.com/in/therobbrown/Company: https://www.linkedin.com/company/accountinginfluencersYouTube: https://bit.ly/AI-youtubeTwitter: <a href="https://twitter.com/accinfluencers"...

Discover the importance of culture building, leadership development, and employer branding in accounting firms to improve retention and growth.Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.Employer Brand Wins for Accounting Firms: Trisha DahoThe 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. Daho 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 don't 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.Daho emphasizes that 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' 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.Guest BioTrisha 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/Your HostHost Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more.Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.LinkedIn: https://www.linkedin.com/in/therobbrown/Company: https://www.linkedin.com/company/accountinginfluencersYouTube: https://bit.ly/AI-youtubeTwitter: https://twitter.com/accinfluencersAdvanceTrack sponsors talent in AccountingCould you get to know us better?If you enjoy the show, please leave a review on your preferred platform.Website: https://accountinginfluencers.com/podcastSocial Media:LinkedIn: https://www.linkedin.com/company/accountinginfluencersYouTube: <a...

Dr. Juana Bordas emphasises the significance of intergenerational and intercultural leadership, diversity, and preparation for future trends.Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.Culture, Inclusion &amp; Accounting Talent: Juana BordasIn 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 BioJuana 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 received several awards and recognitions, such as the Lifetime Achievement Award from The International Leadership Association and being named one of the 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.Your HostHost Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more.Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.LinkedIn: https://www.linkedin.com/in/therobbrown/Company: https://www.linkedin.com/company/accountinginfluencersYouTube: https://bit.ly/AI-youtubeTwitter: <a...

Learn why culture &amp; people strategy are crucial for accounting firms, trust is vital for service providers, &amp; employer branding wins the talent war.Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.Employer Brand Wins for Accounting Firms: Trisha DahoThe 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. Daho 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 don't 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.Daho emphasizes that firms need to be intentional about discovering what makes them unique and different and what compels people to stick around. Firms must align their vision with their employees' 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.Guest BioTrisha 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/Your HostHost Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more.Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.LinkedIn: https://www.linkedin.com/in/therobbrown/Company: https://www.linkedin.com/company/accountinginfluencersYouTube: https://bit.ly/AI-youtubeTwitter: https://twitter.com/accinfluencersAdvanceTrack sponsors talent in AccountingCould you get to know us better?If you enjoy the show, please leave a review on your preferred platform.Website: https://accountinginfluencers.com/podcastSocial Media:LinkedIn: https://www.linkedin.com/company/accountinginfluencersYouTube: <a...

Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.Hinge Research: Talent, Tech &amp; High Growth Firms: Lee FrederiksenThe Accounting Influencers Podcast, hosted by 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 profitabilityGuest BioLee Frederiksen is an award-winning marketer, Visible Expert®, and business strategist. As the Managing Partner of Hinge, he uses his PhD...

Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.The Under-Used Brain of Accountants: Dawn GoldbergIn 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 results.Guest BioDawn Goldberg is an accomplished CPA with over 30 years of experience in public accounting, having worked for notable firms such as Deloitte and Ernst &amp; 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, effective, and ultimately more fulfilled.Facebook https://www.facebook.com/Dawn.Goldberg.CPALinkedin https://www.linkedin.com/in/dawn-g-11366717b/Website https://thesmarteraccountant.com/Your HostHost Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more.Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.LinkedIn: <a href="https://www.linkedin.com/in/therobbrown/"...

Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.What Motivates Accountants &amp; CPAs: Ashleigh MillerIn this Talent Special bonus, "What Motivates Accountants &amp; 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 careers while being accountable.You can also watch this on YouTube here: https://youtu.be/jrprBPjKU_gAccounting 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.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.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.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 BioAshleigh 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.Your HostHost Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more.Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.LinkedIn: https://www.linkedin.com/in/therobbrown/Company: <a href="https://www.linkedin.com/company/accountinginfluencers"...

Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.Accounting &amp; Finance Soft Skills Upgrade: Sean Purcell In this episode of the Accounting Influencers Podcast, Rob Brown engages in a deep conversation with the seasoned expert, Sean Purcell ACMA. Sean dives into the critical skills necessary for the future of finance professionals and emphasizes the evolving role of finance business partners. With a decade of experience in crafting Continuing Professional Development (CPD) content for prestigious accounting bodies, Sean is a recognized authority in this field.He sheds light on the shifting landscape of finance due to automation and the growing need for competencies beyond traditional finance knowledge. Sean discusses the importance of emotional intelligence (EQ) over IQ for success in the finance world. He also highlights the challenge of effective communication within finance teams and with other departments in an organization.Sean shares valuable insights on influencing and understanding colleagues, drawing parallels between different industries. He emphasizes the importance of empathy and soft skills in building trust and collaboration. The conversation touches on the cultural differences in the perception of sales and the role of finance professionals in various countries.Throughout the episode, Sean encourages a more open and transparent approach to mistakes, drawing parallels between the healthcare and airline industries. He also stresses the need for finance professionals to adapt and develop their soft skills to remain relevant and impactful in the evolving financial landscape.Tune in to this episode to gain a fresh perspective on the future of finance and the essential skills required to excel in this dynamic field. Sean's wealth of experience and insights will leave you with valuable takeaways for your finance journey.To connect with Sean Purcell and explore his work further, visit wiseupnow.co.uk. Don't miss this opportunity to enhance your finance knowledge and skills with Sean's expertise. #FinanceSkills #EmotionalIntelligence #FutureOfFinanceGuest BioSean Purcell ACMA is a seasoned expert with nearly three decades of experience in enhancing the softer skills within finance functions on a global scale. He is dedicated to delivering impactful programs worldwide and has played a pivotal role in shaping Continuing Professional Development (CPD) content for prestigious accounting bodies such as ACCA, CGMA, and AICPA. With a track record of working closely with over 1000 finance business partners globally, Sean is a go-to resource for organizations seeking to optimize their commercial success. He specializes in crafting bespoke programs that empower finance professionals to provide actionable insights, especially in a landscape where automation is revolutionizing traditional financial tasks. Learn more about Sean's work at wiseupnow.co.uk.Your HostHost Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more. Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.LinkedIn: https://www.linkedin.com/in/therobbrown/Company: https://www.linkedin.com/company/accountinginfluencersYouTube:<a

Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.Talent Strategies That Work in Accounting: Gary ShamisIn this episode of the Accounting Influencers Podcast, hosted by Rob Brown, Gary Shamis delves into the challenges accountants face in growing their firms today. The traditional formula of growth, which involved hiring more people as the client base expanded, is no longer as straightforward. Gary highlights several key factors affecting this paradigm shift in the United States, which could resonate with European audiences.First, he discusses the significant decline in the number of people taking the CPA exam, down by 50% compared to five years ago. This drop is attributed to great resignation, pandemic-induced life reevaluation, the rise of virtual work culture, and unattractive starting compensation in public accounting.Moreover, Gary emphasizes the emergence of various career options like technology, investment banking, private equity, and fintech, which weren't as prevalent two decades ago. These factors have led to a shortage of talent and issues related to succession planning within accounting firms.Gary then reflects on how firms previously managed growth, focusing on clients, people, and growth. However, with the current capacity challenges, the approach needs to adapt. He introduces a four-pronged strategy, highlighting the importance of hiring and retaining millennials, revisiting and streamlining processes with external input, refining practice management for profitability, and embracing outsourcing as a viable solution.This episode provides valuable insights for accountants aiming to navigate the evolving landscape of the industry and address capacity-related challenges while seeking sustainable growth opportunities. The conversation underscores the need for adaptability, innovation, and a willingness to explore new avenues in modern accounting.Guest BioGary 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.Your HostHost Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more. Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.LinkedIn: https://www.linkedin.com/in/therobbrown/Company: https://www.linkedin.com/company/accountinginfluencersYouTube: https://bit.ly/AI-youtubeTwitter: <a href="https://twitter.com/accinfluencers" rel="noopener noreferrer"...

Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.Ethics &amp; Qualifications in Accounting: Tom ClendonIn this captivating episode of the Accounting Influencers Podcast, Tom Clendon, a seasoned expert with over three decades of experience in the accounting training space, takes us on a journey through the evolution of accounting education. From the days of chalkboards to today's digital world, Tom shares his unique perspective on how the profession has transformed.Listen as he delves into his illustrious career, including his role as a director at Kaplan, a renowned training company. Tom's extensive international experience and close collaboration with the ACCA in developing training programs provide invaluable insights into the challenges and opportunities facing accountants today.Discover how the accounting qualification has shifted from rote memorization to a focus on professional judgment and real-world application. Tom discusses the impact of technology on exams, the rise of sustainability reporting, and the significance of ethics in the accounting profession.Whether you're an accounting student, a seasoned professional, or simply curious about the future of accounting, this episode is a must-listen.Guest BioTom Clendon is a highly regarded expert in accounting education with a remarkable 30-year track record. His journey includes serving as a director at Kaplan, a prominent training company, and collaborating closely with the ACCA to develop cutting-edge training programs.Tom's global experience has allowed him to witness firsthand the changing landscape of accounting education. His passion for the profession and commitment to excellence have made him a sought-after figure in the industry.Connect with Tom Clendon on LinkedIn to stay updated on his insights and contributions to the field: Tom Clendon LinkedIn ProfileYour HostHost Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more. Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.LinkedIn: https://www.linkedin.com/in/therobbrown/Company: https://www.linkedin.com/company/accountinginfluencersYouTube: https://bit.ly/AI-youtubeTwitter: https://twitter.com/accinfluencers

Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.What a People-First Culture Means for Today's Leaders: Jen Surtees discusses the importance of a people-led culture and how it aligns with the brand. She emphasises the need for intentionality in creating a culture where employees feel valued and can connect with the company's purpose and values. She encourages businesses to identify their unique selling points, define their purpose, and use values to guide policies and leadership decisions. Building a culture where people can thrive involves focusing on human connections, autonomy, and fair treatment, all contributing to a motivated and inspired workforce.Guest BioJen Surtees is the Director of People Experience (UK &amp; 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.Your HostHost Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more.Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.LinkedIn: https://www.linkedin.com/in/therobbrown/Company: https://www.linkedin.com/company/accountinginfluencersYouTube: https://bit.ly/AI-youtubeTwitter: https://twitter.com/accinfluencersGet to know us better!If you enjoy the show, please leave a review on your preferred platform. Website: https://accountinginfluencers.com/podcastSocial Media:LinkedIn: https://www.linkedin.com/company/accountinginfluencersYouTube: https://www.youtube.com/@accountinginfluencers

Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.Career Paths for a Finance Skillset: Chris GouldingWelcome to the Accounting Influencers Podcast, hosted by Rob Brown. In this captivating episode, we're joined by Chris Goulding, a seasoned professional who embarked on his remarkable career journey in finance at the tender age of 21. With a career spanning over 19 years, Chris brings a wealth of experience to the table.Listen in as Chris shares his unique perspective on the ever-evolving landscape of the accountancy and finance sector. He takes us on a journey through his professional life, starting as a recruiter in the UK and progressing through various directorial roles, culminating in his current role as Managing Director at Wade Macdonald.Chris delves into the shifting paradigms of finance careers. He discusses how skill sets have evolved in response to changing market dynamics, especially in the wake of the pandemic. Discover why technical skills are no longer the sole focus for aspiring finance leaders and how strategic thinking, business partnering, and analytical abilities are becoming paramount.We also explore career trajectories in finance, including the path for those outside traditional practice. Chris provides valuable insights into the challenges and opportunities within the field, shedding light on the ever-important balance between technical expertise and commercial acumen.Guest BioChris Goulding is a seasoned professional with over 19 years of experience in the accountancy and finance. As the Managing Director at Wade Macdonald, he brings a wealth of insights into the industry's changing landscape.www.wademacdonald.comhttps://www.linkedin.com/company/wade-macdonaldYour HostHost Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more. Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.LinkedIn: https://www.linkedin.com/in/therobbrown/Company: https://www.linkedin.com/company/accountinginfluencersYouTube: https://bit.ly/AI-youtubeTwitter: https://twitter.com/accinfluencers

Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.Talent Recognition: Top 50 Women in Accounting Award: Ami Copeland is the CEO of the Institute of Certified Bookkeepers (ICB). ICB is a unique governing body dedicated to bookkeepers, offering an alternative career path in accounting. With 78% of its members being women, ICB has created a warm and supportive community. Ami discusses the empowerment of bookkeepers and their importance in businesses. As a visionary leader, she focuses on raising ICB's profile, providing ongoing support to members, and empowering them to offer valuable advisory services to clients. Ami shares her journey as CEO, overcoming imposter syndrome and embracing her authentic leadership style.Guest BioAmi Copeland is a passionate advocate empowering individuals to pursue their passions and achieve their ambitions. As part of her role at ICB (Institute of Certified Bookkeepers), she is dedicated to upskilling people, helping them secure fulfilling employment or establish their successful businesses to contribute to the growth of the UK's and the world's SMEs (Small and Medium-sized Enterprises).Recognising the transformative power of bookkeeping, Ami takes immense pride in the fact that 78% of ICB's members are women. Their collective efforts play a crucial role in boosting British businesses and facilitating mothers' re-entry into the workforce, positively impacting lives, businesses, and entire economies. Ami's commitment to supporting and enabling others reflects her strong belief in the potential of individuals to make a meaningful difference in the professional world.Your HostHost Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more.Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.LinkedIn: https://www.linkedin.com/in/therobbrown/Company: https://www.linkedin.com/company/accountinginfluencersYouTube: https://bit.ly/AI-youtubeTwitter: https://twitter.com/accinfluencersGet to know us better!If you enjoy the show, please leave a review on your preferred platform.Website: https://accountinginfluencers.com/podcastSocial Media:LinkedIn: https://www.linkedin.com/company/accountinginfluencersYouTube: https://www.youtube.com/@accountinginfluencers

Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.Culture that Lures Accounting Talent: Richard Roberts is a seasoned professional specialising in employee engagement and cultivating positive workplace cultures. Drawing from his extensive 35-year career in HR, Richard takes us on a journey into the intricacies of building high-performing teams and fostering an environment where employees feel motivated and engaged. He emphasises the significance of trust, shared purpose, and a sense of belonging as the fundamental pillars that underpin a successful and thriving organisational culture.Richard shares valuable insights and practical strategies, reflecting on his experiences at Virgin and a renewable energy startup, where he witnessed firsthand the transformative power of a well-crafted culture. As we explore the challenges presented by hybrid working and the changing dynamics of the modern workplace, Richard's expertise shines through, leaving us with a profound understanding of how to create workplaces that inspire and drive individual and business success.Guest BioRichard Roberts, also known as Rich Roberts, is a highly experienced employee engagement and culture specialist passionate about creating highly motivated and productive teams within start-ups and larger organisations. Previously, he was the People Director at Pure Planet, a sustainable energy provider. Richard is currently engaged in a part-time Interim HRD role for Community Fibre and undertakes freelance assignments under his own brand, enRich. He is a sought-after speaker at UK and international conferences, where he shares his insights on employee engagement and culture, drawing from his diverse experiences at companies like Virgin Mobile and Pure Planet. Richard's expertise has earned him recognition as a Top 100 Global Employee Engagement Influencer and a finalist in the HR Excellence Awards 2021 for HR Director of the Year. His commitment to fostering positive work environments and nurturing successful teams has made him a respected HR and organisational development figure.https://www.enrich-hr.co.uk/https://www.linkedin.com/in/richardrobertsengagement/Your HostHost Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more.Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.LinkedIn: https://www.linkedin.com/in/therobbrown/Company: https://www.linkedin.com/company/accountinginfluencersYouTube: https://bit.ly/AI-youtubeTwitter: https://twitter.com/accinfluencersGet to know us better!If you enjoy the show, please leave a review on your preferred platform.Website: <a href="https://accountinginfluencers.com/podcast"...

Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.Talent Pipelines &amp; Outdated Business Models in Accountancy: Jen Cryder discusses the challenges facing the accounting profession as it undergoes a transformative phase. With over 15 years of experience as a CPA, she delves into the changing landscape of the profession and the need to redefine its core elements based on trust and public protection. Jen sheds light on the impact of human capital challenges, evolving business models, and technological advancements on accounting firms. She emphasises the importance of sharing personal experiences to reshape the public perception of the profession and advocates for strategic investments in technology and talent to secure the profession's future.Guest BioJen 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 characterised by transparency, integrity, and a diverse skill set that spans Finance, Accounting, M&amp;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 prioritising the organisation's growth. She emphasises empowering diverse teams, ensuring all individuals have access to professional development opportunities to achieve their goals. Committed to member value, Jen fosters solid connections and engagement to tailor PICPA's programs, products, and services accordingly.As the first female CEO in PICPA's 125-year history, Jen is dedicated to honouring the organization's legacy while strategically shaping the future of accounting and finance with an unwavering focus on member success.Your HostHost Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more.Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.LinkedIn: https://www.linkedin.com/in/therobbrown/Company: https://www.linkedin.com/company/accountinginfluencersYouTube: https://bit.ly/AI-youtubeTwitter: https://twitter.com/accinfluencersGet to know us better!If you enjoy the show, please leave a review on your preferred platform.Website: https://accountinginfluencers.com/podcastSocial Media:LinkedIn: https://www.linkedin.com/company/accountinginfluencersYouTube: <a href="https://www.youtube.com/@accountinginfluencers"...

Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.How Accounting Firms Should Use Recruitment Firms: Adrian O'Connor represents a global headhunting search recruitment and staffing firm for mid to senior accounting and finance positions and shares valuable insights for accountants looking to grow their firms. O'Connor discusses the changing landscape of the accounting profession, acknowledging both innovation and resistance to change due to new technologies and automation. He highlights the challenges public accounting firms face, including an image problem, difficulty in differentiation, and the desire of many candidates to move away from audit roles after qualification.Aidan discusses the importance of employer branding for accounting firms to attract top talent, noting that more companies need to consider this critical aspect and explores the evolving recruitment ecosystem, the challenges faced by internal recruiters, and the debate between offshoring and on-shoring and critiques the traditional recruitment model, suggesting a more candidate-driven approach to recruiting.Guest BioAdrian O'Connor is a highly experienced finance and accounting recruitment professional boasting over two decades of expertise. With a strong belief that recruitment can be transformed into a force for good, he has made it his mission to challenge and change the broken aspects of the industry. Adrian has diligently built teams of recruiters with specialised knowledge and focuses on providing exceptional consulting, valuable advice, and innovative solutions for clients and candidates. Adrian offers a refreshing approach for disillusioned finance and accounting professionals seeking a more meaningful and personalised recruitment experience, ensuring each interaction is tailored to meet their unique needs and aspirations.https://www.linkedin.com/in/aocglobalnetworks/https://www.globalaccountingnetwork.net/Your HostHost Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more. Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.LinkedIn: https://www.linkedin.com/in/therobbrown/Company: https://www.linkedin.com/company/accountinginfluencersYouTube: https://bit.ly/AI-youtubeTwitter: https://twitter.com/accinfluencersIf you enjoy the show, please leave a review on your preferred platform. Get to know us better!Main show website: https://accountinginfluencers.com/podcastLinkedIn for announcements and networking: https://www.linkedin.com/company/accountinginfluencersYouTube for...

Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.How Talented Accounting Leaders go from Good to Great: Terry Snyder is a seasoned expert in accounting firm growth. Terry emphasises 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 solid brand, including defining your unique value proposition, identifying your ideal client, and creating a consistent visual and verbal identity.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 client relationships.Guest BioTerry 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 advises BOKS International, large accounting firms, and software vendors on their growth strategies. He started his career in 1970 – interning with (Deloitte) Haskins &amp; 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 $600 million (NA-focused) to over $4.3 billion (globally focused). Now retired, Terry lives in Charlotte, North Carolina and consults with BOKS International on growth and strategy as well as individual firms.Your HostHost Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more. Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.LinkedIn: https://www.linkedin.com/in/therobbrown/Company: https://www.linkedin.com/company/accountinginfluencersYouTube: https://bit.ly/AI-youtubeTwitter: https://twitter.com/accinfluencers

Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.High-Performing Hybrid Work Cultures in Accounting: Luke Fisher discusses the shift in power from employers to employees and its impact on talent competition. He highlights the importance of organisational culture and employee experience as key differentiators. Luke emphasises the challenge of transforming middle managers into culture champions and the significance of leadership capability. He also discusses the role of the brand in attracting and retaining talent, focusing on intrinsic motivators and creating a great workplace. This episode provides valuable insights for accountants looking to grow their firms by understanding the changing dynamics of talent competition and the importance of culture and employee experience.Guest BioLuke Fisher is the CEO of Mo, an innovative employee engagement platform designed to enhance collaboration, boost morale, reduce employee turnover, and drive organisational change. With Mo's cutting-edge platform, leaders can cultivate a vibrant team culture by fostering positive habits, encouraging celebrating achievements, recognising outstanding performance, and promoting colleague appreciation. Mo provides a comprehensive toolkit for connecting and motivating employees in the evolving work landscape, whether for any team or specifically for distributed teams. With backing from venture capital, Mo is utilised in 45 countries and supports 12 languages, proudly assisting renowned global brands in creating meaningful employee engagement and enabling them to achieve more collectively.Mo Twitter: https://www.twitter.com/moworkhqMo LinkedIn: https://www.linkedin.com/company/moworkhq/Luke LinkedIn: https://www.linkedin.com/in/lsfisher/Website: https://mo.work/Your HostHost Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more. Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.LinkedIn: https://www.linkedin.com/in/therobbrown/Company: https://www.linkedin.com/company/accountinginfluencersYouTube: https://bit.ly/AI-youtubeTwitter: https://twitter.com/accinfluencers

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 BioJustin 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.◣━━━━━━━━━━━━━━━━━━━━◢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&nbsp;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&nbsp;For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube&nbsp;https://www.instagram.com/accinfluencers&nbsp;https://twitter.com/accinfluencers&nbsp;https://www.facebook.com/accountinginfluencers&nbsp;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/&nbsp;

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.You can also watch this episode on YouTube - https://youtu.be/bkcp0JFm_IwIn 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 BioRobyn 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◣━━━━━━━━━━━━━━━━━━━━◢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/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencers<a...

Welcome to the&nbsp;Accounting Influencers Podcast, going live every Monday and Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.The episode of the Accounting Influencers Podcast hosted by Rob Brown features Trisha Daho, who talks about culture building, talent acquisition and retention in accounting firms.Trisha explains that firms are struggling to find conventional talent to fill the needs of 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 Channelhttps://www.youtube.com/@accountinginfluencersGuest BioTrisha 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/◣━━━━━━━━━━━━━━━━━━━━◢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:&nbsp;https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show:&nbsp;https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content:&nbsp;https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks 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...

Welcome to the&nbsp;Accounting Influencers Podcast, going live every Monday and Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode of the Accounting Influencers Podcast hosted by Rob Brown, the guest Dr Juana Bordas discusses the importance of intergenerational and intercultural leadership in the accounting industry. Bordas explains that elders play a crucial role as a bridge between 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 BioJuana 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.◣━━━━━━━━━━━━━━━━━━━━◢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:&nbsp;https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show:&nbsp;https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content:&nbsp;https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our...

Welcome to the&nbsp;Accounting Influencers Podcast, going live every Monday and Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.Trisha Daho, the founder of Empowered, shares insights on culture, people strategy, and DEI strategy for accounting and law firms. Trisha explains that accounting firms are easier to work with than law firms as they are less hierarchical in decision-making. However, 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 BioTrisha 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/◣━━━━━━━━━━━━━━━━━━━━◢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:&nbsp;https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show:&nbsp;https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content:&nbsp;<a...

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 profitabilityLee 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...

Welcome to the&nbsp;Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this Talent Special bonus, "The Under-Used Brain of Accountants", Rob Brown chats to Dawn Goldberg, a mindset coach for accountants and shares how understanding and managing your brain can transform your personal and professional life. She discusses the universal application of the 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 BioDawn Goldberg is an accomplished CPA with over 30 years of experience in public accounting, having worked for notable firms such as Deloitte and Ernst &amp; 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.CPALinkedin https://www.linkedin.com/in/dawn-g-11366717b/Website https://thesmarteraccountant.com/◣━━━━━━━━━━━━━━━━━━━━◢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:&nbsp;https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guests so you can build your network and offer feedback on the show:&nbsp;<a href="https://www.linkedin.com/company/accountinginfluencers"

Welcome to the&nbsp;Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this Talent Special bonus, "What Motivates Accountants &amp; 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_gKey Takeaways1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;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.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;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.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;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.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;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 BioAshleigh 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.◣━━━━━━━━━━━━━━━━━━━━◢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:&nbsp;https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guests so you can build your network and offer feedback on the show:&nbsp;https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content:&nbsp;https://bit.ly/AI-youtube<a...

"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&amp;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.◣━━━━━━━━━━━━━━━━━━━━◢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 Channelhttps://www.youtube.com/@accountinginfluencersJoin 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/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubeThanks 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...

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this Talent Special bonus, "Digital Wellbeing for Busy People" Rob Brown interviews Bailey Parnell, an expert in digital culture, social media, and mental health. In this episode, they discuss the skills needed to thrive in a VUCA (volatile, uncertain, complex, and ambiguous) world. 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/JKSTI6UeB0cKey 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 employeesGuest BioBailey Parnell is a 2x TEDx speaker, Founder &amp; 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...

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 &amp; 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/7gz1D2r1IdkGuest Bio:Jen is the Director of People Experience (UK &amp; 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.◣━━━━━━━━━━━━━━━━━━━━◢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: <a...

It's the "Influencers in Accounting" show, usually going out every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to.In today's episode 30, "What Healthcare Can Teach Accountants with Ron Baker"You can also watch this on youtube here: [link from spreadsheet]Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally. He is a radio talk-show host for The Soul of Enterprise and has authored seven best-selling books, including: The Firm of the Future; Pricing on Purpose; Measure What Matters to Customers; and Implementing Value Pricing.His forthcoming book, co-authored with Paul Dunn, Time’s Up! The Subscription Business Model for Professional Firms, is now available. Ron has toured the world, spreading his value-pricing message to over 275,000 professionals. He has been named on Accounting Today’s 2001-2007, and 2011-2021 Top 100 and Top 10 Most Influential People in the profession; and inducted into the CPA Practice Advisor Hall of Fame in 2018. He is a faculty member of the Professional Pricing Society. He presently resides in Petaluma, California.Key takeaways from this episode include:➳ the need for accountants to restore their relevancy in the business world by 'plussing' the value they offer clients➳ check out part one of this interview "What Disney Can Teach Accountants with Ron Baker" https://bit.ly/3QBpHpo and 'guiding transformations'➳ the problem with accountants and CPAs having too many clients when relationships don't actually scale for growth➳ how only 'uncommon services' can command 'uncommon prices' for accounting firms➳ what concierge doctors have changed the game in providing healthcare by servicing a smaller number of clients better➳ why being called an accounting 'industry' is harming accountancy instead of being a profession that is transforming➳ posing the revenue question 'what exactly are you asking your customers to pay for?'➳ the accountants can learn from guitar giants Fender on moving to a subscription business model➳ the subtle change in positioning that makes people want to subscribe to eyeglasses and eye tests... and much much more from Ron Baker.www.verasage.com and www.thesoulofenterprise.com◣━━━━━━━━━━━━━━━━━━━━◢For access to all episodes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubeMentioned in this episode:About Talent in AccountingWelcome to Talent in Accounting, one of the world's leading podcasts in this genre, with several spinoff shows. Our focus now is on talent, a significant challenge for the accounting world. We interview experts, influencers, and leaders on various aspects of talent, from culture to leadership, mental...

It's the "Influencers in Accounting" show, usually going out every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to.In today's episode 29, "What Disney Can Teach Accountants with Ron Baker"You can also watch this on youtube here: https://youtu.be/vilAs5KKUT8Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally. He is a radio talk-show host for The Soul of Enterprise and has authored seven best-selling books, including: The Firm of the Future; Pricing on Purpose; Measure What Matters to Customers; and Implementing Value Pricing.His forthcoming book, co-authored with Paul Dunn, Time’s Up! The Subscription Business Model for Professional Firms, is now available. Ron has toured the world, spreading his value-pricing message to over 275,000 professionals. He has been named on Accounting Today’s 2001-2007, and 2011-2021 Top 100 and Top 10 Most Influential People in the profession; and inducted into the CPA Practice Advisor Hall of Fame in 2018. He is a faculty member of the Professional Pricing Society. He presently resides in Petaluma, California.Key takeaways from this episode include:➳➳➳➳➳➳➳➳www.verasage.com and www.thesoulofenterprise.com◣━━━━━━━━━━━━━━━━━━━━◢For access to all episodes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubeMentioned in this episode:About Talent in AccountingWelcome to Talent in Accounting, one of the world's leading podcasts in this genre, with several spinoff shows. Our focus now is on talent, a significant challenge for the accounting world. We interview experts, influencers, and leaders on various aspects of talent, from culture to leadership, mental well-being, and more. With over a thousand listeners, we appreciate your support and encourage you to share the show. If you know potential guests with valuable insights on talent, please contact me on LinkedIn. We're also seeking sponsors interested in talent and the accounting finance space. This is an excellent opportunity to showcase your brand and share key messages. Subscribe to our main show, Accounting Influencers, for brilliant interviews with top leaders and influencers in accounting and FinTech. Join our community for virtual speed networking sessions every two months, connecting accounting, finance, and tech professionals worldwide. Please register for our next event at accountinginfluencers.com. Stay competitive, relevant, and informed about all things talent in Accounting with us!

It's the "Influencers in Accounting" show, usually going out every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to. In today's episode 28, "The Full Impact of Chat GPT and AI in Accounting"Here is the transcript for this show, generated by Chat GPT with some smart AI prompting questions: Hello, and welcome to the podcast. In this episode, we willbe discussing the impact of Chat GPT, or Generative Pre-training Transformer,on the world of accountants and CPAs. First, let's define Chat GPT. It's a machine learning modeldeveloped by OpenAI that is able to generate human-like text and can be used toassist accountants and CPAs in a variety of tasks. But how did Chat GPT come about, and why is it making wavesin so many industries? Chat GPT was developed by OpenAI, a leading artificialintelligence research lab, as a way to improve natural language processing. Itbuilds upon the concept of pre-training, which involves training a model on alarge dataset to recognize patterns and relationships in language. Bypre-training a model on a massive amount of text data, it can then befine-tuned for specific tasks, such as translation or language generation. The development of Chat GPT marked a significant stepforward in the field of natural language processing and has led to itswidespread adoption in a variety of industries. Now, let's dive into how Chat GPT can help accountants andCPAs.One way it can assist is by generating reports anddocuments. Imagine having to create a financial report for a client. This canbe a time-consuming and tedious task, but with Chat GPT, you can simply inputthe necessary data and let the model do the rest. It will generate aprofessional, accurate report in a fraction of the time it would take a human. Another way Chat GPT can be useful is by providing dataanalysis. It can be trained to analyze financial data and provide insights andrecommendations based on that analysis. This can be especially helpful foraccountants and CPAs who are looking to make informed decisions for theirclients. Chat GPT can also be used to automate routine tasks, such asdata entry and reconciliation. This can free up time for accountants and CPAsto focus on more complex tasks, improving efficiency and productivity.Finally, Chat GPT can even be used to provide customerservice. It can handle basic customer inquiries and provide information toclients, allowing accountants and CPAs to focus on more complex tasks. So, as you can see, Chat GPT has the potential tosignificantly streamline processes and improve efficiency for accountants andCPAs. But what about the potential drawbacks? Some disadvantages of using Chat GPT include the initialsetup and training, which can be time-consuming and costly. Additionally, ChatGPT is still limited in its capabilities and may not be able to handle morecomplex tasks. Finally, using Chat GPT may create a reliance on technology, andif there are issues with the system, it could disrupt work and cause delays. Now, let's take a look at some statistics to give you anidea of the potential impact Chat GPT could have on your practice and yourclients:According to a recent survey, over 70% of accountants andCPAs believe that machine learning will significantly change the way they dobusiness in the next 5 years.Another study found that...

In today's episode 27, "Private Equity &amp; VC Money in Accounting: Isaac Heller."You can also watch this on youtube here: https://youtu.be/KUPfSnzIxykIsaac Heller is the Co-founder and CEO of Trullion, an AI-powered SaaS platform that automates financial workflows for CFOs, accountants, and auditors. Trullion unifies the unstructured and structured worlds of accounting by reading PDFs and Excel documents and translating them into financial workflows, such as Lease Accounting and Revenue Recognition.Isaac has an extensive background in finance &amp; software, including a 2014 IPO with Sabre Holdings. His experience with accounting regulatory changes has helped drive successful partnerships with financial leaders, from CFOs to modern accounting firms.Key areas covered in this episode include:1. Why are venture capitalists investing in accounting software currently?2. Is the recession sparking investors to re-evaluate where they put their funding? Why accounting and fintech?3. How does fintech help companies flourish during challenging times?4. Are investors looking to invest in companies that provide data that drives better business decisions more so than previously? Why?5. Do you have examples of recent VCs investing in accounting and fintech or data to prove the increase?6. How do you see the future of the accounting and fintech market?7. Who are your investors? And why did they invest in you?8. What are investors specifically looking for in a fintech company before they decide to make an investment?Originally hailing from Texas, Isaac holds a BA from the University of Texas @ Austin and an MBA from the University of Texas @ Dallas. He lives between New York and Israel and enjoys spending time with his wife and children.https://www.linkedin.com/in/isaacheller/https://twitter.com/isaacishttps://trullion.com/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all...

It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 26, "Diverse Revenue Streams for Accountants: Kate Johnson."You can also watch this on youtube here: [link from spreadsheet]Kate Johnson owns Heritage Business Services, LLC, a virtual bookkeeping firm serving small business clients all over the United States.&nbsp;She can also be found helping other accounting professionals build a virtual accounting career they love inside her Bookkeeping Side Hustle Community. She holds an MBA from the Yale School of Management and a BA in Economics from Baylor University.&nbsp;In 2020, she was recognized as a Top 50 Women In Accounting.&nbsp;She worked in corporate finance before opting to become a stay-at-home-mom for several years after her first child was born.&nbsp;Key takeaways from this episode include:❊ the different accounting influencers, including qualified accountants and bookkeepers who want to serve their peers❊ how thinking entrepreneurially helps accountants and bookkeepers to truly understand their business clients❊ examples of alternative revenue streams available to CPAs, accountants and bookkeepers❊ strategies for CPAs, accountants and bookkeepers to choose viable side hustles and new revenue streams❊ the importance of building assets, networks, communities and advocates in a professional role like accounting❊ first steps for CPAs, accountants and bookkeepers in building a community, a fan base or a dedicated tribe of followersKate is a very proud Texan, Baylor Bear, and Navy wife. Her hair fits her personality. She is a morning person. Big time. She gets more done before 7:00 am (when her kids are allowed out of their room) than some people get done all day long.https://www.linkedin.com/in/kate-josephine-mcgill-johnson&nbsp;&nbsp;https://www.youtube.com/c/BookkeepingSideHustlehttps://twitter.com/BookkeepingSidehttps://www.instagram.com/bookkeepingside◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's...

In today's episode 25, "Bryan Williams 1."You can also watch this on youtube here: How Commercial Partnerships Help Accounting FirmsBryan Williams is the founder of Hockey Stick Advisory. Hockey Stick Advisory exists to help tech businesses to grow &amp; scale through building curated partnership ecosystems, so that they can reach their full potential, faster. Bryan’s role as founder is to help the next generation of aspiring tech companies build their partnership ecosystem muscle, established after Bryan led Xero's ecosystem team across AU/NZ for 5 years.Brian has worked with hundreds of CEOs in SaaS and knows what great looks like. Here he talks about building partnerships and platforms in accounting and bookkeeping businesses. Areas/questions covered in this episode:➼ how can accountants decide between offering their product/services traditionally vs partnering?➼ how have partnerships evolved in professional firms?➼ what are the benefits for accounting and bookkeeping firms of partnering?➼ how has the approach to partnering gone wrong for accounting professionals in the past?➼ how do you define a partnership ecosystem in the context of accounting practices?➼ what are some examples of how great partnerships work in professional services?➼ How can accountants, CPAs and bookkeepers harness partnerships to offer more value to their clients?➼ how can accountancy professionals prioritise which strategic partners to work with?➼ what pitfalls should accountants and CPAs avoid when adopting a partnering approach?➼ what are the secrets of becoming a strategic partner of choice?➼ share any templates, examples and practical tips of best practice for accountants in the area of partnering.Outside of work, Bryan is very occupied chasing around his 3 kids under 4, (including twins) whilst refusing to give up on being a wkd warrior at various endurance events. He lives in Melbourne, Australia. Contact him here:https://www.linkedin.com/in/bryanwilliamsaus/ https://twitter.com/BryanWi11iamshttps://hockeystickadvisory.com/ ◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For...

It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.In today's episode 24, "Unconscious Bias in Accountancy: Khyati Sundaram."You can also watch this on youtube here: https://youtu.be/RN9KsxStpCYKhyati Sundaram is the CEO of Applied: a behavioural science-backed tool for fair and de-biased hiring. Applied helps companies remove bias from hiring processes by removing gendered words from job adverts, anonymising applications, holding structured interviews and hiring based on skills (rather than proxies on CVs).In this episode, we ask and answer the following questions:Why doesn't unconscious bias training make for inclusive cultures?What exactly is unconscious bias in hiring?How does unconscious bias come into recruitment, and what is the impact?What is unconscious bias training and how does it work?Why are so many accounting firms introducing it?What are the benefits and drawbacks of de-biased hiring?What’s a more effective way of tackling unconscious bias in recruitment, and in company cultures more widely?What next steps can firms easily take to make hiring processes fairer?You can also watch the youtube video of this interview here: https://youtu.be/RTDuTy1rH9QCheck out these great extra resources on this topic from Khyati and BeAppliedhttps://www.beapplied.com/post/does-unconscious-bias-training-work-infographichttps://www.beapplied.com/unconscious-bias In her former life, Khyati’s pursuits range from co-founding and leading an AI company looking at sustainable supply chains, to investment banking with JP Morgan and RBS. She has a breadth of experience in data science, product development, and fundraising. She also holds an MSc in Economics from the London School of Economics and an MBA from the London School of Business / Wharton School.In her spare time, Khyati likes playing badminton and is an avid weightlifter.Contact her here:https://www.linkedin.com/in/khyatisundaram/https://www.beapplied.com/https://twitter.com/beapplied◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around

It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 23, "The Fun CPA &amp; Personality in Accounting: Yuri Kapilovich."You can also watch this on youtube here: https://youtu.be/Az4b4L2U9V0Yuri Kapilovich is the owner of Kapilovich &amp; Associates, a New Jersey based CPA firm specializing in providing high-value and personality along with the basic accounting and tax services. He is passionate about disrupting the stereotypical view of the accountant and making accounting a fun and attractive profession. Key takeaways from this episode include: ⫸ the journey from Big 4 accounting firm EY via 7 others to starting your own practice on your terms ⫸ the destructive nature of working practices and the pressure of billable hours that suck the fun out of accounting ⫸ considerations an accountant must face in leaving a secure job in practice to start their own firm ⫸ the dark times and high times of 'jumping ship from employed accountant to self-employed accounting firm owner ⫸ the groundwork required ahead of any job or career change to build connections and career capital ⫸ the importance of character and competence to build trust and reputation in a career like accountingYuri went through two immigrations (from Belarus to Israel and Israel to the US) and then moved around the US. All these moves have taught Yuri to appreciate different cultures, languages, and ignited his passion of meeting and chatting with people of all walks of life. Outside of accounting, Yuri loves boating, biking, the outdoors and also loves a good party with friends. Viewing life through the eyes of his 3.5 year old son is one of Yuri’s other favorite pass times. LinkedIn: https://www.linkedin.com/in/ykapilovichWebsite: https://www.thefuncpa.co◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: <a href="https://accountinginfluencers.com/podcast" rel="noopener noreferrer"...

It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 22, "What Really Is ESG for Accountants? Donny Shimamoto."You can also watch this on youtube here: https://youtu.be/LhUrnB4a0wcDonny C. Shimamoto, CPA.CITP, CGMADonny is the founder of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm accelerating innovation and organizational development for small and mid-market businesses and nonprofits. He is recognized as a global thought leader and educator in the fields of accounting innovation, IT risk management, and performance management.Key questions addressed in this episode :☛ what exactly is ESG and is it just a new hyped concept?☛ why is it important for accountants to become familiar with ESG?☛ what is different about ESG and what is known as Integrated Reporting?☛ of the many facets of ESG, which are most important for accountants?☛ What constitutes good governance for accountants, particularly in the areas of innovation, cybersecurity and ethics?☛ why is ESG being driven by the accounting profession?​Donny co-chair of the National Conference of Lawyers and CPAs, past chairman of the AICPA’s Information Management and Technology Assurance Executive Committee, and former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. He is also a past member of the IFAC Technology Advisory Group. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2022, Top 100 Most Influential People in Accounting (2013/2014/2017-2021) by Accounting Today, received the 2009-2010 President’s Award from the Hawaii Society of CPAs, was named to CPA Technology Advisor’s 40 Under 40 list in 2007 &amp; 2009 &amp; 2014, and was also a Hawaii Top High Tech Leader in 2004.Facebook/Instagram/LinkedIn/Twitter: @donnyitk​https://improvetheworld.net◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: <a href="https://accountinginfluencers.com/podcast" rel="noopener...

It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 21, "Artificial Intelligence in Accounting: Isaac Heller."You can also watch this on youtube here: https://youtu.be/H_ySD0R9v2MIsaac Heller is the Co-founder and CEO of Trullion, an AI-powered SaaS platform that automates financial workflows for CFOs, accountants, and auditors. Trullion unifies the unstructured and structured worlds of accounting by reading PDFs and Excel documents and translating them into financial workflows, such as Lease Accounting and Revenue Recognition.Isaac has an extensive background in finance &amp; software, including a 2014 IPO with Sabre Holdings. His experience with accounting regulatory changes has helped drive successful partnerships with financial leaders, from CFOs to modern accounting firms.Key areas covered in this episode include:1. How can AI be used in the accounting industry?2. What are some of the practical applications of AI?3. How does AI change the role that accountants play in their jobs?4. Will AI make the accounting process more accurate? How?5. What is the potential downside of using AI?6. Who benefits from AI taking over some of the manual processes?7. Will AI provide accountability to the accounting industry? How so?8. Will AI be a technology that helps restore ethics in the accounting industry?Originally hailing from Texas, Isaac holds a BA from the University of Texas @ Austin and an MBA from the University of Texas @ Dallas. He lives between New York and Israel and enjoys spending time with his wife and children.https://www.linkedin.com/in/isaacheller/https://twitter.com/isaacishttps://trullion.com/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: <a href="https://www.linkedin.com/company/accountinginfluencers" rel="noopener noreferrer"...

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.Episode 20. In today's interview, "How Accountants Handle Change: Barbara Weltman."Barbara Weltman is the founder of Big Ideas for Small Business, Inc., which publishes Idea of the Day® and the e-newsletter Big Ideas for Small Business®. Based in Vero Beach, Florida, she is an attorney, a trusted professional advocate for small businesses and entrepreneurs, and a prolific author of important books such as J.K. Lasser’s Small Business Taxes, J.K. Lasser’s Guide to Self-Employment, Home Business Magazine’s Home-Based Business Start-Up Guide, Smooth Failing, and 500+ Big Ideas for Small Business. She is also a guest blogger for several sites and creates continuing education programs for accountants and attorneys.Key questions we ask Barbara about how accountants can better handle change:1. What are some of the big changes you see clients facing now?(inflation, supply chain disruptions, remote workforce, world events, continuing pandemic issues)2. How can accountants help their own clients handle change?(how can they strategize with business owners and help them 'run the numbers'” for proposed actions?)3. Specifically, how can accountants help clients with their inventory issues?(how to account for inventory, reordering, disposing of unsold inventory)4. What changes are accountants experiencing themselves in their practices?(greater demand for their services, continuing complexity of tax/accounting rules they have to master, how to handle their own rising costs of doing business)5. How can accountants stay up-to-date with changes in their profession?(continuing education, following influencers, staying involved with accounting groups and communities)Listeners can also check out this interview in video format: https://youtu.be/zZfzY20IAUgWhen not working?"Each morning year round I walk 5 miles along the historic Jungle Trail on the Indian River Lagoon ("An early morning walk is a blessing for the whole day." Henry David Thoreau) and head up a book club in my neighborhood."https://twitter.com/BigIdeas4SB https://www.facebook.com/BigIdeasForSmallBusinesshttps://www.linkedin.com/in/bweltman/ https://www.instagram.com/bigideasforsmallbusiness777/YouTube: https://www.youtube.com/user/BarbaraWeltman ◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ <a href="https://influencers-in-accounting.captivate.fm/" rel="noopener noreferrer"...

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.Episode 19. In today's interview, "How Accounting Firms Can Stand Out: Harvee Pene."Harvee Pene is the Founder of Life Changing Accountants, 2x TEDx Speaker &amp; 10x Best Selling Author. He is on a mission to give 1 billion Days of access to food, water, health and sanitation to families in need by 2030, by helping accountants and their clients to TIP 1% of their Time, Income or Profits to help end poverty. Harvee was recognised as ‘One of Ten Outstanding Persons in Australia’ and ‘Australian of the Year (nominee)’ when the TIP 1% giving initiative reached 27+ Million Days of life changing help given to families in need across 16 countries.You can also watch this interview on YouTube here: https://youtu.be/4wdxpHcyeh4Key takeaways from this episode include:➼ the 'tiredness' in the accounting profession post covid and how accountants can get back to their best➼ a stroke survivor and cancer survivor share stories of 'brushes with death' and questions you ask yourself as a result➼ bringing meaning and purpose into the accountant conversation to go beyond just a job into legacy and making a difference➼ the role of 'impact statements' to give accountants a tangible measure of the difference they make to their clients➼ what happens to an accounting firms value proposition when accountants articulate the results they create for clients➼ where confidence in pricing comes from for accounting professionals➼ how many accountants miss out on leveraging the many success stories they help their clients create➼ what the clients of accountants and CPAs are really buying, even if they can't put it into words➼ why people buy certainty, which means accountants need to be more persuasive and better communicators of their value➼ how an accounting practice can really stand out from competitors in a noisy world➼ the relationship between perceived authority and the ease with which accountants can differentiate➼ why authors command authority and how accountants can leverage their expertise in written format to build credibility➼ the value accountants sit on with their years of expertise and experience, and why much of it is wasted➼ how accountants can overcome the negative mindset that they don't have anything to write, talk about or be seen as an expert on➼ top tips for accountants who want to stand out for what they do in a competitive marketplaceOut of work hours, Harvee loves traveling, gardening &amp; cooking. Being vegetarian, cooking is his happy place, as is enjoying a good gin! Now being a dad to two girls Havana and Mali &amp; currently studying medicine, he doesn't get to travel as much as he'd like to, so makes the most of exploring with the family all the local gems and beaches, being located on the Gold Coast, Queensland in Australia.https://www.linkedin.com/in/harvee-pene-9a306626/https://lifechanging.accountants/◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷

This is a special bonus episode to discuss the Survey to Explore the Growth Outlook for CPA Firms in 2023. Hear Rob Brown interview Sarah Johnson Dobek, president and founder of Inovautus, a national consulting firm that develops strategies, programs, and training designed to help accounting firms grow faster and in the right direction.To take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.In this bonus show, we discuss:⫸ why it's both exciting and tough to be in an accounting practice right now⫸ why growth is not very strategic for accounting firms as many grow in the wrong way with the wrong kind of work⫸ the origins of the Growth Outlook Survey for accountancy practices to see how they were responding the pandemic⫸ comments on the massive investment into technology for accounting firms, for good and for bad⫸ how the survey informs strategy for pricing, sales, growth, marketing, client experience, tech stacks, recruitment and what is really working for accounting firms⫸ what makes growth more about mindset and strategy than numbers, lead gen and revenue for accountants⫸ comparing this survey to other benchmarking studies in the accounting and fintech space⫸ shout out to Nicole Sterling and the excellent AAM (Association of Accounting Marketing) at https://accountingmarketing.org⫸ what none of the accounting and fintech surveys are touching, and why the 2023 Growth Outlook for CPA Firms Survey is different⫸ how best practice is hard to define in today's challenging world for accountants and CPAs⫸ how diversity, equity, inclusion, justice and accessibility are affecting accountancy practices in the area of growth⫸ why accounting firms become extinct and the changing landscape of the working population⫸ the challenges involved in research that is representative of a very diverse accounting profession and different firm sizes⫸ how marketing professionals in accounting firms are becoming increasingly strategic in supporting firm growth⫸ the key challenges that accounting practices face in differentiating themselves to drive growth and recruitment⫸ key questions accountancy firm leaders should be asking themselves in considering the different ways to grow⫸ what accountancy practices get wrong when it comes to building brand awareness and driving growth⫸ why there is much less room for error in getting the right growth strategies for accounting firms, and why some may not make it⫸ to take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.⫸ why accounting professionals should take this survey and stay informed rather than just hoping you're doing the right thingYou can also watch a video of this episode on Youtube here: https://youtu.be/AFZY1krsFwASarah and her team work with firms to assess their growth goals and execute practical marketing and business development plans. With her unique background in operations, human resources, practice management, and marketing, Sarah delivers insightful, practical advice that guides organizations down the right path toward achieving the growth they desire. Sarah’s ability to understand where an organization is starting from, coupled with her disciplined approach to best practices, drives results for firms and helps them to evolve.When she's not in the office, you can find Sarah skiing, camping, golfing, hiking or just enjoying her backyard with her husband, dog and 2 children.https://www.linkedin.com/in/sjjohnsonTwitter: sarah_johnson28◣━━━━━━━━━━━━━━━━━━━━◢Make sure you're subscribed to all 5 great shows in the Accounting Influencers Podcast Network:❶ Success in...

It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 18, "Accounting Firm Differentiation Tips: Tom Wheelwright."You can also watch this on youtube here: https://youtu.be/dRz9gBRz-a8Tax and wealth expert Tom Wheelwright is a CPA, CEO of WealthAbility®, entrepreneur, international speaker, the bestselling author of Tax-Free Wealth: How to Build Massive Wealth By Permanently Reducing Your Taxes. His latest book is The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make. He is the CPA for Robert Kiyosaki (Rich Dad Poor Dad) and has spoken on stage on every continent to over 100,000 entrepreneurs, small business owners and investors.Tom hosts two popular podcasts: The WealthAbility® Show with Tom Wheelwright CPA and The WealthAbility® for CPAs Show. His goal is to help people achieve their financial dreams faster by permanently and legally reducing their taxes. He contributes to Entrepreneur magazine, and his work has been seen in Forbes, The Wall Street Journal, The Washington Post and on FOX and Friends, Marketplace / NPR, ABC News Radio and hundreds of other media outlets.Key takeaways from this episode include:➠ what has changed in the accounting profession over recent years (and what hasn't but should have)➠ what 'Rich Dad Poor Dad' author Robert Kiyosaki has taught his CPA about what's important in building a business➠ what happens to accounting firms and CPA practices who cannot or will not differentiate their brand (hint - they compete on price)➠ the mistake accounting practices make in trying to attract all different kinds of clients➠ what accountants and CPAs should do if the culture of the firm they work for does not fit their values and goals➠ the biggest reason accountancy firms find recruitment of talent more difficult than it needs to be➠ how differentiation your accounting firm brand gives you power to say 'no' to the wrong kinds of clients➠ what selling a $800,000 book of 'the wrong kind of business' looks like for an accounting practice➠ practical examples of what CPA or accounting firm owners might look for an an ideal client➠ the relevance to accounting firms of tax laws being pretty similar from country to country➠ innovative tax strategies for accountants to further help their clients➠ how CPAs can improve their mental wellbeing and overcome the need to know everything➠ shout out to Dan Sullivan's term 'uniquability' in describing how accountants and CPAs can stand out➠ how to be the accountant of choice for your client of choice and what turning down 80% of potential clients looks likehttps://www.wealthability.com/cpaevent Nov 14-16 focusing on tax strategieshttps://wealthability.com/the-wealthability-show-with-tom-wheelwright-cpa-2/https://www.linkedin.com/in/tomwheelwright/@Tom_Wheelwright◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ <a href="https://insights-in-accounting.captivate.fm/"...

It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 17, "Buying &amp; Managing an Accounting Firm: Craig Field."***This was a live, in person interview, so apologies for the audio quality***Craig Field began his career at Cooper &amp; Lybrand (now PWC) in Johannesburg, South Africa in 1983. He started his own practice in 1997 and was involved in several mergers and acquisitions, participated in a public listing and served on the Board of a public listed company as Financial Director. In 2008, he moved with his family to Charlotte, North Carolina. He soon discovered his qualifications meant nothing Stateside so he went back to school, passed the Series 65 exam and also the CPA, ABV and CFP exams. In 2019, he started out on his own and in October 2020 concluded a merger with a well established CPA firm, Ryan Geer &amp; Co PA, to form Ryan Geer Field &amp; Rhodes PLLC where he is an owner and partner.Key takeaways from this episode include:➥ how a tax and compliance focus dominates the current accounting profession➥ what the IRS frustrates many accountants and CPAs with their changing tax regulations and demands➥ comments on the M&amp;A market and the buying and selling of accounting firms➥ the biggest factor that makes an accounting practice very sellable with a high multiple➥ how attractive the 'hourly-based' accounting profession is as a career choice for younger professionals➥ how the career path has become more varied in the last 20 years for newly qualified accountants➥ the hidden problems associated with growth in accounting practices and with taking on more clients➥ the kind of freedom and trust that makes a CPA practice or accounting firm more attractive to talent➥ the difficulties in driving culture in a hybrid working environment for accounting firms➥ the importance of smaller accounting firms being part of a larger international network or association like Russell Bedford International➥ the difference between accounting qualifications in different countries➥ the agenda of software and fintech vendors in driving the accounting profession forward➥ the difference between more modern virtual vz more traditional 'relationship focused' accounting practices➥ what makes an accounting or CPA practice a good purchase or attractive sellable entity➥ the importance of sound technical knowledge from accountants serving business owners who struggle with finances➥ why government led initiatives like 'Making Tax Digital' might be the biggest threats to the accountancy profession➥ best advice for accounting firm and CPA practice owners to stay relevant and competitivehttps://www.ryangeer.com/https://www.linkedin.com/in/craighfield/Also on youtube as a visual audio file here: https://www.youtube.com/watch?v=dUSF1yLVIEE◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ <a...

As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "Why Influence Matters in the World of Accountancy", you'll hear/we discuss Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/p_o_NO37jOA◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show:...

As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "Why a Noble Cause Can Build Accounting Influence", you'll hear about whether you're forced for good? Do you make a difference for the better? Do you have a crusade, a desire to change the world? To make an impact? to give back. This speaks to your benevolence, your attitude to competition. Is the pie getting bigger? Are you collegiate and collaborative or adversarial and competitive?Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/S_PkroSFC84◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast➺ LinkedIn. For announcements of published shows,...

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.Episode 16. In today's interview, "The Role of Coaching for Accountants: Jackie Meyer."Jackie Meyer specializes in providing innovative tax strategies for executive clientele for a high return on investment. She leads her own team of top-tier public accountants spanning across the US operating with 100% virtual workflows and is a top-rated speaker, business coach, and social media influencer with thousands of students and followers. She served on the Intuit Tax Council (2016-2019) and the Forbes Finance Council (2019-present). Recent honors include 40 under 40 CPA Advisor Winner (2018/2019/2021) and AICTC (American Institute of Certified Tax Coaches) member of the year (2019). Jackie is a proud proponent of lifelong learning and will complete her Doctorate in Strategic Leadership from Regent University.Her passion is coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants. She also coaches Accountants to become better tax planners with TaxPlanningMasterclass.com Giving back is her top priority, so she works with local and global non-profits on educational and equality initiatives.You can also watch this interview on youtube here:Key takeaways from this episode include:➺ how an accountant can fall in love with and be passionate about tax preparation work➺ the reasons why this has been the worst tax year for accountants and CPAs ever➺ the single biggest problem accountants and CPAs are having in their everyday roles➺ what makes being coachable and having coaches vital for accounting professionals➺ how an accountancy professional can spend two years working for Deloitte and learn nothing➺ how professionals learn new skills and knowledge according to the 70-20-10 approach➺ how to justify the time and money investment in a personal or business coach➺ what makes accountants not as coachable or teachable as they could and should be➺ what questions an accounting professional should ask themselves when considering taking on a coach➺ the different kind of coaches and coaching approaches available to accountants➺ how 'more people than you would expect' are not motivated by money➺ the red flags that accountants and CPAs should look out for that might prompt the need for a coach➺ the triggers for overload and burnout in accounting firm owners and leaders➺ tips for accountants to delegate workload and outsource tasks➺ a critical question a coach should ask accountants and CPAs to decide if the relationship will be successful➺ the crucial role of accountability when being coached to make sure decisions are implemented and ideas executed➺ the accountant as a coach - how adding this skillset helps them do much more for their staff and clients➺ the impact of time blocking for busy accounting professionals to get things done➺ tips for developing professionally and staying current in the accounting professionListeners can also check out this interview in video format:Jackie has two children, three dogs, attends Life Church with husband Mark and travels the world as much as possible.https://www.linkedin.com/in/jackiemeyercpa/<a href="https://www.facebook.com/jackiemeyercpa" rel="noopener noreferrer"...