Accounting Influencers

Martin Bissett & Rob Brown

ACCOUNTING INFLUENCERS is a weekly podcast for accountants, CPAs, bookkeeping and finance professionals, together with the networks, associations, fintech vendors and influencers who lead them, work in them and serve them. The show is hosted by Rob Brown. co-founder of the Accounting Influencers Roundtable (AIR). The style of the show is not overly technical/technological/tax in nature but more on people, performance and success in the accounting world. Popular topics and themes covered include: ☑ leadership, executive presence, trust, integrity & reputation ☑ M&A, business models, future proofing, drivers of change & disruption ☑ performance, values, culture, vision & strategy ☑ employer brand, gen z/millennials & talent - succession, recruitment and retention ☑ industry trends, statistics and patterns ☑ growth, marketing, differentiation & positioning ☑ pricing & profitability ☑ digitisation, cloud, technology & automation ☑ advisory services, niches & emerging markets ☑ environmental & social governance ESG ☑ diversity, equity & inclusion DEI ☑ professionalism, career development & CPE/CPD ☑ business acumen & commercial awareness Sources and guests come from: ★ EXPERTS - influencers, disrupters, consultants, gurus, podcasters and broadcasters in accounting and fintech ★ EVENTS - live coverage and interviews from exhibitions, conferences and a range of industry events ★ MEDIA - newspapers, online outlets, commentators, writers, bloggers and authors ★ VENDORS - suppliers and providers of accounting apps, platforms, fintech and software ★ REGULATORS - professional accounting bodies, institutes and associations ★ NETWORKS - alliances, associations, networks and communities of professional firms and accounting practices ★ SOCIAL MEDIA - opinion pieces, high engagement posts and controversial conversations Rob Brown is a renowned presenter, facilitator and chair of high level conferences, panels and events globally for the accounting and fintech profession. He is retained by many professional networks, alliances, associations, practices and vendors to chair their events and provide high-level interview content for their communities. He is a dynamic speaker and accomplished expert on trust, reputation, employer brand, talent, career development, succession, gen z/generations, executive presence, referrals, networking and winning new business. He is also the bestselling author of Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed 320K times on YouTube. read less

Best Client Service in Accounting: Tom Wheelwright
Today
Best Client Service in Accounting: Tom Wheelwright
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 today's episode 7, "Best Client Service in Accounting", Tom Wheelwright, a tax expert, joins Rob, the author of the best-selling book, "Tax-Free Wealth". Tom is the founder and CEO of WealthAbility, a global tax and accounting firm dedicated to helping entrepreneurs and investors reduce their tax burden and build wealth.Tom shares his insights and expertise on tax planning and wealth creation topics. He explains how taxes work, why it's essential to have a tax strategy, and what steps individuals and business owners can take to minimise their tax liability.He discusses the importance of financial education and how it can help individuals make informed financial decisions and achieve their financial goals. He shares his perspective on the current state of the economy and offers his advice on how individuals can prepare themselves for potential economic changes.In addition, Tom emphasises the importance of having a team of advisors, including a tax advisor, financial planner, and legal expert, to help individuals make the best financial decisions for their unique situations.This episode offers valuable insights and practical advice for individuals and business owners looking to reduce their tax liability and build wealth. So be sure to tune in and gain some valuable insights from one of the leading tax planning and wealth creation experts.You can also watch this on youtube - https://youtu.be/YTvdozLmkXwKey Takeaways▶ Focus on tax planning, not just tax compliance. Of course, compliance is essential, but planning can help clients reduce their tax liability and save money.▶ Develop a niche. Specialising in a particular industry or type of client can help differentiate your firm from competitors and attract more clients.▶ Offer value-added services. Consider offering services such as financial planning or business consulting to provide additional value to clients and increase revenue for your firm.▶ Build a strong team. Hire and train top talent, including tax professionals, financial planners, and legal experts, to provide comprehensive services and ensure client satisfaction.▶ Leverage technology. Use technology such as automation and cloud-based software to streamline processes and improve efficiency, ultimately reducing costs and improving profitability.▶ Invest in marketing. Develop a strong brand and marketing strategy to increase visibility and attract more clients to your firm.▶ Continuously educate yourself and your team. Stay current on changes in tax laws and regulations and industry trends to provide the best possible service to clients and stay ahead of competitors.Guest BioTom Wheelwright is an accomplished CPA, entrepreneur, and internationally recognized speaker with tax and wealth management expertise. As the CEO of WealthAbility® and a Rich Dad Advisor, he has helped thousands of entrepreneurs, small business owners, and investors achieve their financial goals.In addition to being a bestselling author of Tax-Free Wealth, he is releasing his upcoming book, The Win-Win Wealth Strategy, which outlines seven government investments to help individuals build wealth while reducing taxes.Tom is a trusted CPA for Robert Kiyosaki, author of Rich Dad Poor Dad, and has spoken on stages across the globe to over 100,000 individuals. He also hosts two...
Human Capital & Talent in Accounting - Gary Shamis
4d ago
Human Capital & Talent in Accounting - Gary Shamis
Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In this Talent Special bonus, "Human Capital & Talent in Accounting", host Rob Brown speaks with guest Gary Shamis about the challenges accounting firms face in talent acquisition and retention. Shamis notes the 50% decrease in the pipeline of new CPAs over the last five years and believes that the value proposition in public accounting needs to be improved, creating a deep hole in the industry. He emphasises the importance of focusing on clients, people, and growth, staying up-to-date with the competition, and re-evaluating the value proposition to increase the bottom end of compensation and create a culture of growth.The discussion also covers the impact of automation and robotics on the accounting industry. Shamis advises firms to have a contingency plan and appoint a tech-savvy employee to monitor industry developments. Attracting talented employees is a challenge, and the speaker suggests focusing marketing efforts on attracting staff rather than clients and changing partner bonuses to include incentives for bringing in talent. A strong brand is also essential for attracting both clients and employees.You can also watch this on youtube here: https://youtu.be/RiPX4KXYH0cKey Takeaways➤ New CPA pipeline has decreased by 50% in the last five years, creating a deep hole in the industry.➤ Value proposition in public accounting needs improvement to attract and retain talent.➤ Focusing on clients, people, and growth is crucial for accounting firms to succeed.➤ Staying up-to-date with competition and re-evaluating the value proposition is necessary.➤ Automation and robotics are impacting the accounting industry, and firms need a contingency plan.➤ Appointing a tech-savvy employee to monitor industry developments is crucial.➤ Marketing efforts should focus on attracting staff rather than just clients.➤ Partner bonuses should include incentives for bringing in talent.➤ A strong brand is essential for attracting both clients and employees.➤ Accounting firms must adapt to the changing landscape of the industry to succeed in talent acquisition and retention.Guest BioGary Shamis is an accomplished former managing partner of a top 40 US accounting firm that he sold to BDO in 2015. He is now the CEO of Winding River Consulting, which provides high-level strategy consulting to the Restaurant, CPA, and professional services industries. With numerous accolades in the accounting field, Gary was recognised as the EY Entrepreneur of the Year and is a Top Ten Managing Partner Elite by Accounting Today, where he was described as the “very model of the modern managing partner." Additionally, he was named Most Admired Peer by INSIDE Public Accounting and has been featured more than a dozen times on the Most Influential list by Accounting Today. Gary also co-authored How to Manage Your Accounting Practice: Taking Your Firm from Chaos to Consensus.In addition to his successful accounting career, Gary has served within the American Institute of Certified Public Accountants ranks. You can connect with Gary through his LinkedIn profile or Winding River Consulting's website. He has also been featured in various interviews, including "Accounting Firm Leadership Priorities: Gary Shamis" and "Key Drivers of Change in Accounting with Gary Shamis."You can connect with Gary here:https://www.linkedin.com/in/gary-shamis-wrchttps://windingriverconsulting.comCheck out these other interviews with Gary:"Accounting Firm Leadership Priorities: Gary Shamis"https://bit.ly/3lyBIgW"Key Drivers of Change in Accounting with Gary...
Private Equity Impact in Accounting: Gary Shamis
1w ago
Private Equity Impact in Accounting: Gary Shamis
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 today's episode 6, "Private Equity Impact in Accounting", Rob Brown talks to Gary Shamis about his experience in the accounting industry, from working for one of the Big Eight accounting firms to growing his own accounting firm and eventually selling it to BDO. He also discusses private equity in the accounting industry and the challenges facing the industry.Key Takeaways➤ Private equity firms increasingly invest in various industries, including accounting and financial services. As a result, many accounting firms are shifting their focus to represent private equity and portfolio companies to maintain business and grow their revenue.➤ Private equity partners often have a controlling interest in the companies they invest in and their primary focus is on a return on investment. This can create tension with managing partners trying to implement growth strategies and manage the company's complex operations.➤ Private equity deals between young and old partners are critical, as there may be differences in goals and priorities. It's important to consider these differences and how they may impact the partnership's success.➤ There has been consolidation within the accounting industry due to the rise of alternative practice models and rollups, which have been the subject of lawsuits and controversy. Large companies such as American Express, H&R Block, and CBIZ have been involved in this consolidation trend.You can also watch this on youtubeGuest 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.◣━━━━━━━━━━━━━━━━━━━━◢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/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...
Digital Wellbeing for Busy People: Bailey Parnell
09-03-2023
Digital Wellbeing for Busy People: Bailey Parnell
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 & CEO of SkillsCamp, and named one of Canada's Top 100 Most Powerful Women. She is an internationally-recognized entrepreneur, an active humanitarian, and an expert in soft skills training. Bailey has nearly 4 million views on her TEDx talks, and her work has been featured in Forbes, Good Morning America, CBC, and other notable media outlets. She completed her Master's in Communications and Culture at Ryerson University with research on social media's impact on mental health. This research led to the creation of her signature 5 Steps Towards #SafeSocial and a connected non-profit of the same name. Bailey is known for her skilful storytelling, confidence, research, and humour. She frequently speaks on social media and mental health, soft skills, intergenerational understanding, and being a woman in business.Bailey's company SkillsCamp is a soft skills training company that works with businesses and educational institutions to help their staff and students develop the essential skills needed for personal and professional success - personal branding, stress management, emotional intelligence, and public...
Soft Skills Mastery in a VUCA World: Bailey Parnell
06-03-2023
Soft Skills Mastery in a VUCA World: Bailey Parnell
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 today's episode 5, "Soft Skills Mastery in a VUCA World: Bailey Parnell", owner of Skills Camp, emphasises the importance of soft skills in the workplace, particularly in high-pressure professions like accounting. She stresses that grit is just one element of resilience and that soft skills are often the skills that characterise our relationships with ourselves and others. Bailey also explains how the VUCA acronym, Volatility, Uncertainty, Complexity, and Ambiguity, applies to the current workplace environment and how soft skills are crucial in navigating it.Bailey and Rob discuss the need for a growth mindset and being open to continuous learning and development. They emphasise the importance of seeking feedback and auditing one's skills to identify areas that require action, especially with the increasing automation of some roles. The speakers differentiate between optimists and pessimists and explain how having an optimistic mindset, particularly in times of change and stress, is crucial. The conversation concludes by emphasising the need for a learner-centric approach to teaching soft skills that prioritises the learners' interests and learning styles over serving the institution.You can also watch this on youtubeKey takeaways Soft skills are essential in accounting, as they play a significant role in building relationships with colleagues, clients, and stakeholders. Resilience is a critical soft skill, but it's not enough. Other essential skills include stress management, empathy, and cross-cultural communication. The VUCA (Volatility, Uncertainty, Complexity, and Ambiguity) acronym is a helpful way to describe the current workplace environment, and developing soft skills is crucial in navigating it. To develop soft skills effectively, a learner-centric approach should be taken that prioritises the learners' interests and learning styles over institutional needs. Having a growth mindset, seeking feedback, and auditing one's skills are essential to continuous learning and development. Being optimistic is crucial, especially in times of change and stress. Optimism isn't necessarily about being positive or negative, but rather how one views oneself about what happens.Guest BioBailey Parnell is a 2x TEDx speaker, Founder & CEO of SkillsCamp, and named one of Canada's Top 100 Most Powerful Women. She is an internationally-recognized entrepreneur, an active humanitarian, and an expert in soft skills training. Bailey has nearly 4 million views on her TEDx talks, and her work has been featured in Forbes, Good Morning America, CBC, and other notable media outlets. She completed her Masters in Communications and Culture at Ryerson University with research on social media's impact on mental health. This research led to the creation of her signature 5 Steps Towards #SafeSocial and a connected non-profit of the same name. Bailey is known for her skilful storytelling, confidence, research, and humour. She frequently speaks on social media and mental health, soft skills, intergenerational understanding, and being a woman in business.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,...
Leading in a People First Culture: Xero’s Jen Surtees
02-03-2023
Leading in a People First Culture: Xero’s Jen Surtees
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, "Leading in a People First Culture: Xero's Jen Surtees," host Rob Brown speaks with Jen Surtees, the Director of People Experience (UK & EMEA) at Xero, about the importance of building and leading in a people-first culture.Jen explains that a people-first culture prioritises employees' well-being, development, and growth. She emphasises cultivating a culture where employees can thrive and feel supported. She identifies the first step as identifying the values that will drive the culture and developing a clear vision.Leaders should create a safe environment for employees to voice their opinions and concerns. People leaders can support the culture by ensuring policies and practices align with the company's values. Jen shares top tips for understanding and developing culture, including listening to feedback, identifying areas for improvement, and incorporating change where needed.You can also watch this on Youtube - https://youtu.be/7gz1D2r1IdkGuest Bio:Jen is the Director of People Experience (UK & EMEA) at Xero, with extensive experience in coaching and a passion for supporting individuals to be their best selves at work. Jen designs recruitment, development, and cultural programs for businesses that prioritize people at heart. She thoroughly researched the psychological conditions that foster high-performing teams and a sense of belonging, resulting in strong team cultures. Jen works at Xero, ensuring the company provides every employee with a world-class and inclusive experience. She creates an environment where employees can believe, belong and flourish. Under her leadership, Xero has been named the 5th Best Workplace in Tech and the 2nd Best Workplace for Women in the UK Large Business Category. Jen loves the great outdoors and recently moved with her husband and daughter to the coast, where they enjoy spending time outdoors and experiencing nature.Key takeaways ➤ A people-first culture is crucial for businesses in today's recruitment landscape.➤ Leaders must prioritise employee well-being, development, and growth to cultivate a thriving culture.➤ To build a people-first culture, leaders should identify the values that drive the culture and develop a clear vision for the organisation.➤ Leaders should create a safe environment for employees to voice their opinions and concerns.➤ People leaders can support the culture by ensuring policies and practices align with the company's values.➤ Top tips for understanding and developing culture include: listening to feedback, identifying areas for improvement, and incorporating change where needed.➤ Businesses need to specialise in a niche and become thought leaders.➤ Firms offering client advisory services (CAS) must focus on sales and marketing to succeed.➤ Verticals matter in CAS, and firms must think beyond write-up and controllership to provide more value to their clients.➤ To scale successfully in CAS, firms must focus on hiring and training staff, creating processes and systems and building technology infrastructure.➤ CPA and BPO firms can compete with low-priced providers in the current market by providing niche expertise and thought leadership.◣━━━━━━━━━━━━━━━━━━━━◢If you like the...
The Power of a Pipeline for Accountants: Ed Warren
27-02-2023
The Power of a Pipeline for Accountants: Ed Warren
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 today's episode 4, "The Power of a Pipeline for Accountants: Ed Warren", host Rob Brown sits down with Ed Warren, an accomplished sales executive with over 25 years of professional services sales and marketing experience. Ed works for Sage, a large accounting software firm, and helps accountants grow their outsourced accounting practice.Ed shares his insights on how the accounting industry has been affected by the Covid-19 pandemic and what the future may hold for the industry. He believes that while the accounting firm space is in a good place given the circumstances, there is also a bit of complacency as they have weathered the storm reasonably well. However, staffing is a huge issue right now, and the industry will have to figure out how to adjust to players with different values than the legacy partner.Ed also discusses the importance of the trusted advisor relationship that accountants have with their clients. He shares tips on how firms can increase their revenue through client advisory services, including cross-selling other services to clients such as wealth management, family office, and retirement planning. He emphasizes the importance of making conscious decisions to go after higher volume, higher margin clients to provide a better client experience and where the team is treated with respect.You can also watch this on youtube here: https://youtu.be/4SlJKmLFoR0Key takeaways➤ Staffing is a significant issue for accounting firms, as younger generations value work-life balance and giving back to their communities more than partnership and equity.➤ To stay competitive, accounting firms must adapt to changing software technologies, such as cloud-based ERP solutions and tax and compliance software.➤ Blockchain and other technologies in the venture stage could significantly impact the audit process in the next five to ten years.➤ Firms should focus on developing trusted advisor relationships with their clients and consider pruning their book of business to eliminate unprofitable relationships and replace them with clients who will pay their fees and treat their employees well.➤ Cross-selling other services to clients, such as wealth management, family office, and retirement planning, can create a multiplier effect and lead to multiple business streams.➤ Conducting a pipeline review and focusing on individuals expected to bring in new business is essential. Still, it's also crucial to have honest conversations with clients regarding the value of relationships and the lifetime value of a client.➤ Having tough conversations with clients regarding billing rates and ensuring that the billing is fair for the work done is essential for maintaining a successful practice.Guest BioEd Warren is an accomplished sales executive with over 25 years of professional services, sales and marketing experience. He has worked in marketing, business development, and practice growth roles in Top 100 and Top 200 CPA firms. Ed is a fractional Chief Growth Officer for cloud accounting firms, helping them grow their outsourced accounting practice. He is a board member and finance committee chair of the Association for Accounting Marketing (AAM) and currently serves as the treasurer of AAM.Aside from his professional work, Ed is an avid jogger, running 3 to 4 days per week, typically between 3 & 5 miles per run. He completed a Tough Mudder with his former managing partner and enjoys cooking, grilling, photography, and beach vacations with his wife, Marcia.Ed is active on Twitter, where he can be found at @EdwardDWarren, and on
Accounting Leaders – Good vz Great with Terry Snyder
23-02-2023
Accounting Leaders – Good vz Great with Terry Snyder
Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this Talent Special bonus, "Accounting Leaders - Good vz Great with Terry Snyder."You can also watch this on YouTube - https://youtu.be/zxhMC7Ty36IIn this episode of the Accounting Influencers Podcast, host Rob Brown welcomes Terry Snyder, a seasoned expert in accounting firm growth. Terry emphasizes the significance of cultivating a growth mindset in accounting and shares practical strategies for expanding your accounting firm. He delves into branding and provides tips on creating a strong brand, including defining your unique value proposition, identifying your ideal client, and creating a consistent visual and verbal identity.Moreover, Terry sheds light on the future of accounting and how firms can brace themselves for the technological changes ahead. He predicts that automation and AI will continue to play a significant role in the industry. He also highlights the importance of maintaining a personal touch and building strong relationships with clients. Tune in to the Accounting Influencers Podcast to learn more and to get valuable insights and tips from the industry's top influencers.Guest 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 currently advises BOKS International, large accounting firms, and software vendors on their growth strategies. He started his career in 1970 - interning with (Deloitte) Haskins & Sells before joining Arthur Andersen. In 2006, he stepped out of the profession and became the president of a bank for 2 years before joining Allinial Global as the CEO and President. He spent 12 years with AG, overseeing growth from from $600 million (NA focused) to over $4.3 billion (globally focused). Now retired, Terry lives living in Charlotte North Carolina and consulting with BOKS International on growth and strategy as well as individual firms. Key Takeaways➤ Having a growth mindset is essential for accounting firms to thrive, and it's crucial to be open to new ideas and seek out opportunities to learn and improve constantly.➤ Developing a strong brand is a key strategy for accounting firm growth, and a strong brand is more than just a logo or tagline. It's about creating a clear and compelling message that resonates with your target audience.➤ To build a strong brand, it's important to define your unique value proposition, identify your ideal client, and create a consistent visual and verbal identity.➤ Automation and artificial intelligence will continue to play a growing role in the accounting industry, but maintaining a personal touch and building relationships with clients is still essential.➤ To stay ahead of the curve in the accounting industry, it's important to invest in technology, develop new skills, and embrace change.◣━━━━━━━━━━━━━━━━━━━━◢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:
How Accountants Can Grow with Video: Kate Johnson
20-02-2023
How Accountants Can Grow with Video: Kate Johnson
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.How Accountants Can Grow with Video: Kate JohnsonOur guest today is Kate Josephine Johnson, owner of Heritage Business Services, LLC, a virtual bookkeeping firm serving small businesses across the United States. Kate is also the Chief Hustler at Bookkeeping Side Hustle, where she helps other accounting professionals build virtual accounting careers they love.In this episode, Kate shares her insights on how accounting professionals can diversify their revenue streams. She discusses various strategies, including eBooks, monthly membership for DIY clients, vendor referral links, YouTube, and sponsorships of newsletter and video content.Kate emphasizes the importance of using video in your business. She shares statistics about the rise of video and explains that you need two skills to make videos: creating and communicating. She also provides different ways to use video, such as internal operations, clients and hot prospects, and external “Know/Like/Trust” marketing.Kate also talks about how to enter the accounting space as an outsider and build a life you love. She shares her personal story of transitioning from corporate finance to small business accounting after being a stay-at-home mom for six years.Lastly, Kate elaborates on the mission of the Bookkeeping Side Hustle Community. The community aims to support accounting professionals, emphasize that bookkeeping is accounting, provide honest reviews, and foster a community of hardworking people. The community also rethinks income, helps job seekers, and makes accounting fun!You can also watch this on youtube here: https://youtu.be/jFWwclJHcjEKate Josephine Johnson is the owner of Heritage Business Services, LLC, a virtual bookkeeping firm that serves small business clients throughout the United States. She is also the Chief Hustler at Bookkeeping Side Hustle, where she helps accounting professionals build a virtual accounting career they love. Kate is a proud Texan, Baylor Bear, and Navy wife. With an MBA from the Yale School of Management and a BA in Economics from Baylor University, Kate worked in corporate finance before choosing to be a stay-at-home mom for several years after her first child was born.In 2021, she was recognized as the Top 50 Women In Accounting. Kate is known to be a morning person and gets more done before 7:00 am than most people do all day long. She can be contacted via www.HeritageBusinessServices.com for small businesses and bookkeepingsidehustle@gmail.com for accounting professionals.Kate is also active on LinkedIn, Twitter, Instagram, and YouTube, and she manages the Bookkeeping Side Hustle Facebook Group.Key takeaways from this episode include: Diversify your revenue streams: In addition to traditional accounting services, explore other opportunities to generate revenue, such as creating ebooks, offering monthly memberships for DIY clients, vendor referral links, YouTube, sponsorships of your newsletter and video content, and more. Use video in your business: Video is no longer optional in today's business world. Learn to create and communicate effectively through video to enhance your marketing efforts and engage your clients. Build a virtual accounting career: If you're an outsider looking to break into the accounting space, consider building a virtual accounting career that can...
2022 Review PLUS 2023 Preview with Dan Richards
16-02-2023
2022 Review PLUS 2023 Preview with Dan Richards
As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.You can view this episode on Youtube here: https://youtu.be/-Iz8GJtQmQsYour commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/We cover the following areas in these bonus episodes:A. 2022 in review1. How would you sum up the year for accounting? Any surprises, findings, outcomes?2. What kind of shape is the accounting profession in as we emerge from the pandemic?3. If you were a teacher giving accountants a school report, how would you grade them?4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?5. What lessons have we learned about what has succeeded and failed in the last 3 years?B. 2023 in preview1. What will be the main challenges for accountants and firms in the coming year?2. Where will accounting firms find their biggest opportunities in the coming year?3. What will separate the good accounting firms from the great ones in 2023?4. What will happen to the complacent accounting firms who won't/can't change?5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?
Do Accountants Make the Best CFOs? Steve Rosvold
13-02-2023
Do Accountants Make the Best CFOs? Steve Rosvold
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 today's episode 2 of our new season "Do Accountants Make the Best CFOs? Steve Rosvold."You can also watch this on youtube here: https://youtu.be/xp9pokrbOjQSteve Rosvold is the Founder of CFO.University, a professional development platform for finance leaders. He spent 20 years leading corporate finance teams honing his ability to drive change, improve profitability and ensure long-term financial health for businesses before creating an advisory practice that grew into CFO.University.The company’s foundation is built on the four pillars of CFO success: Accounting, Finance, Treasury and Leadership and its mission is to deliver practical, performance enhancing and convenient professional development to finance leaders all around the globe.In this episode, we discuss how accountants and CPAs are dialed into governance, financial control and historical reporting, but how this often locks them out of future focus, predictions, and analytics. If accountants and CPAs don't have the right skills, what do they need?Steve shares the four pillars of success in COF University that lead to mastery as a senior financial officer and an even stronger accountant. The Four Pillars are made up of:Accounting – Governance & Controls, Transaction Recording and ReportingFinance – Business Planning, Financial Forecasting and Investment AnalysisTreasury – Cash Management, Funding (Capital Raising) and Risk ManagementLeadership – Self Awareness, Team Building and Strategy & CultureWe explore how the CPA or chartered accountant qualification used to be a route to CFO status and positions but no longer. And we look at what is. Lots of goodies here to help accounting professionals appreciate and even step into the financial expertise required by modern businesses.Steve lives in beautiful Vancouver, Washington and is an avid bicyclist. On his longest one-day trek he pedaled 275 miles from Seattle to Spokane, Washington.https://www.linkedin.com/in/steverosvoldhttps://www.cfo.university/◣━━━━━━━━━━━━━━━━━━━━◢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/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsor: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...
2022 Review PLUS 2023 Preview with Randy Johnston
10-02-2023
2022 Review PLUS 2023 Preview with Randy Johnston
This bonus episode of the Accounting Influencers podcast is part of a series to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.You can check this episode out on Youtube here: https://youtu.be/ink1NDsoW-IYour commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/We cover the following areas in these bonus episodes:A. 2022 in review1. How would you sum up the year for accounting? Any surprises, findings, outcomes?2. What kind of shape is the accounting profession in as we emerge from the pandemic?3. If you were a teacher giving accountants a school report, how would you grade them?4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?5. What lessons have we learned about what has succeeded and failed in the last 3 years?B. 2023 in preview1. What will be the main challenges for accountants and firms in the coming year?2. Where will accounting firms find their biggest opportunities in the coming year?3. What will separate the good accounting firms from the great ones in 2023?4. What will happen to the complacent accounting firms who won't/can't change?5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?
Inspirational Women Leaders in Accounting Panel 14
08-02-2023
Inspirational Women Leaders in Accounting Panel 14
On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels areTo inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.In today's episode 32, "Inspirational Women Leaders in Accounting Panel 14" featuresAlexis Becker  Director at Freed Maxick CPAs https://www.linkedin.com/in/alexissullivanbecker/Lexy Kessler  Partner, Government Contracting Services Group at Aronson LLC https://www.linkedin.com/in/lexykessler/Teri Schaffer  Managing Partner, Northeast Ohio Assurance at BDO USA, LLP https://www.linkedin.com/in/teri-martello-schaffer-60286610/Tamera Loerzel Partner at ConvergenceCoaching, LLC https://www.linkedin.com/in/tameraloerzel/Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?You can also watch this on youtube here: https://youtu.be/0-_KMhncCQgWatch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.◣━━━━━━━━━━━━━━━━━━━━◢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/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/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencers
What Is Accounting Transformation? Donny Shimamoto
06-02-2023
What Is Accounting Transformation? Donny Shimamoto
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 today's episode 1 of a new season, "What Is Accounting Transformation? Donny Shimamoto."You can also watch this on youtube here: https://youtu.be/6iKrIxPUqsQDonny Simamoto is the founder of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm accelerating innovation and organizational development for small and mid-market businesses and nonprofits. He is recognized as a global thought leader and educator in the fields of accounting innovation, IT risk management, and performance management.Key questions addressed in this episode :☛ the origins of the Center for Accounting Transformation and what's happening at that brand here: www.improvetheworld.net☛ what exactly is meant by 'accounting transformation'☛ key areas of accounting transformation, including accounting firms , tax, audit, outsourced accounting and☛ how the accounting firm transformation assessment works and the 6 major transformation areas firms must understand☛ blueprints for tax return preparation automation and outsourcing that looks at the end to end tax return process☛ findings on research into keys to success with tax staff outsourcing☛ upcoming research on what accounting firms that have successfully used outsourcing are doing and lessons learned☛ the content of audit self-study course (automation, artificial intelligence, blockchain, data analytics, data visualization and the future of audit)☛ the approach PwC has used to educate its entire US staff to identify opportunities to leverage technologies.☛ toolkits in In CAS and finance transformation to help finance application and vendor selection for ERP and CPM solutions☛ DE&I research findings from multiple state accounting societies, media, and firm associations​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 & 2009 & 2014, and was also a Hawaii Top High Tech Leader in 2004.Facebook/Instagram/LinkedIn/Twitter: @donnyitk​https://improvetheworld.net******************************ACCOUNTANTSIf you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you:Are you a busy accountant struggling to create more revenue and career opportunities?As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive...
2022 Review PLUS 2023 Preview with Steve Cox of Iris
03-02-2023
2022 Review PLUS 2023 Preview with Steve Cox of Iris
As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.Check this out on Youtube here: https://youtu.be/Pg0WqaNQbk8Your commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/We cover the following areas in these bonus episodes:A. 2022 in review1. How would you sum up the year for accounting? Any surprises, findings, outcomes?2. What kind of shape is the accounting profession in as we emerge from the pandemic?3. If you were a teacher giving accountants a school report, how would you grade them?4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?5. What lessons have we learned about what has succeeded and failed in the last 3 years?B. 2023 in preview1. What will be the main challenges for accountants and firms in the coming year?2. Where will accounting firms find their biggest opportunities in the coming year?3. What will separate the good accounting firms from the great ones in 2023?4. What will happen to the complacent accounting firms who won't/can't change?5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?
Inspirational Women Leaders in Accounting Panel 13
01-02-2023
Inspirational Women Leaders in Accounting Panel 13
On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels areTo inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.In today's episode 31, "Inspirational Women Leaders in Accounting Panel 13" featuresEmma Crawford-Falekaono Head of EMEA at Ignition  https://www.linkedin.com/in/emma-cf/Louise Wilson Head of Accounting & Finance Sector at Moneypenny https://www.linkedin.com/in/louiseatmoneypenny/Sonia Dorais CEO at Chaser  https://www.linkedin.com/in/soniadorais/Zoe Lacey-Cooper Managing Director of CPD store at OmniPro https://www.linkedin.com/in/zoelacey-cooper/Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?You can also watch this on youtube here: https://youtu.be/Pg0WqaNQbk8Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.◣━━━━━━━━━━━━━━━━━━━━◢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
Building a Successful LinkedIn Network: Nancy Fox
30-01-2023
Building a Successful LinkedIn Network: Nancy Fox
On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. ***Note from next week Mon 6 January 2023 this show reverts back to the popular Accounting Influencers Podcast as a title. You don't need to do anything - just make sure you stay subscribed when the show title changes. ***In today's episode 31 , "Building a Successful LinkedIn Network: Nancy Fox."You can also watch this on youtube here: https://youtu.be/kdG9WBuRzMoNancy Fox is a former corporate executive in manufacturing, launching her coaching and training business in 1999. She has trained and coached senior executives in leadership, communications, and business development. Nancy first experienced the fulfillment of fractional leadership when she became the Fractional Business Development Officer in professional service firms, guiding accounting and law professionals in networking, client relationship building and engagement. She helped firms develop internal mentoring programs and women’s initiatives.Key takeaways from this episode include:✓ the number one thing professional people will no longer tolerate in their careers✓ why money has dropped from the top of the list of what people want from a professional job in accounting✓ what has replaced 'nose to the grindstone' in pushing people ahead on the career ladder✓ the lack of career permanency that means the shelf life of an executive is now rarely more than two years✓ how employees have so many choices in their career if they are willing to build career capital✓ acknowledging that even though it's easier to connect with people, it's also more noisey and crowded out there✓ the long term nature of building a significant professional network - it's not an overnight thing✓ what makes LinkedIn the 'go to' social media platform vz Facebook, Instagram and Twitter for accounting professionals✓ the factors that determine what will be successful in building a strong LinkedIn profile✓ What stretched accountants and CPAs can do if they feel they are too busy to network...and so many more practical insights from Nancy. Nancy is a community and network builder, a keynote speaker and the author of a highly recognized book on strategic networking, Network Like A Fox. She is based out of Los Angeles, loves tennis, dogs, the mountains, and West Coast Swing dancing.Network Like A Fox book - https://networklikeafox.comBook a call with Nancy - https://fractionals.as.me/leapforward◣━━━━━━━━━━━━━━━━━━━━◢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/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/accinfluencershttps://twitter.com/accinfluencers
2023 Review PLUS 2023 Preview with Samantha Louis
27-01-2023
2023 Review PLUS 2023 Preview with Samantha Louis
As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.You can also watch this interview with Sam Loui on Youtube: https://youtu.be/Y4aB7FTuCbMYour commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/We cover the following areas in these bonus episodes:A. 2022 in review1. How would you sum up the year for accounting? Any surprises, findings, outcomes?2. What kind of shape is the accounting profession in as we emerge from the pandemic?3. If you were a teacher giving accountants a school report, how would you grade them?4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?5. What lessons have we learned about what has succeeded and failed in the last 3 years?B. 2023 in preview1. What will be the main challenges for accountants and firms in the coming year?2. Where will accounting firms find their biggest opportunities in the coming year?3. What will separate the good accounting firms from the great ones in 2023?4. What will happen to the complacent accounting firms who won't/can't change?5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?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/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/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencers
Inspirational Women Leaders in Accounting Panel 12
25-01-2023
Inspirational Women Leaders in Accounting Panel 12
On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.This panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels areTo inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.In today's episode, "Inspirational Women Leaders in Accounting Panel 12" features Arianna Campbell, Kimberly Ellison-Taylor, Michelle Arnold and Tommye Barie.You can also watch this on youtube here: https://youtu.be/Y4aB7FTuCbMHear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.◣━━━━━━━━━━━━━━━━━━━━◢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/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/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencers
Why Accountants Need Communities: Bryan Williams
23-01-2023
Why Accountants Need Communities: Bryan Williams
This is the "Success in Accounting" show, going live every Monday to 150 countries and 31,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.Soon this will revert back to its previous name, the Accounting Influencers Podcast from Mon 6th Feb 2022 so stay subscribed and enjoy some of the excellent guests and panels we've got lined up with the world's top accounting influencers and experts.In today's episode 30, "Why Accountants Need Communities: Bryan Williams."Bryan Williams, partnerships and community expert tells host Rob Brown why accountants should be building communities for greater business opportunities.You can also watch this on youtube here: https://youtu.be/Y4aB7FTuCbMBryan Williams is the founder of Hockey Stick Advisory which helped tech businesses to grow and 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.Check out Bryan's previous interview "How Commercial Partnerships Help Accounting Firms" https://youtu.be/8UO2YfvKbAg on video or https://bit.ly/3VcHZ0R audio podcastKey areas covered in this interview about accounting firms building communities:✓ What's the story behind your building of Xero’s successful app community?✓ How do you define a community?✓ Community led growth, the perfect storm? Why now?✓ What should a great community look like?✓ What are the benefits of community growth ?✓ Why are communities increasingly recognised as a strategic asset?✓ How can you start a community? What should it look like?✓ How can you measure community impact?✓ What sort of rules should you have to moderate or control your community? How strict should you be?✓ How can you activate your community?✓ What are the key takeaways for accountants to get started in building their community?Outside of work, he 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.https://www.linkedin.com/in/bryanwilliamsaushttps://twitter.com/BryanWi11iamshttps://hockeystickadvisory.com◣━━━━━━━━━━━━━━━━━━━━◢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/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/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencers