Accountants Are Sexy. Change My Mind.

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Uncovering the accountants of the world that are breaking the stereotype and doing things differently.

Kelli Doorne


    • Apr 17, 2024 LATEST EPISODE
    • weekly NEW EPISODES
    • 37m AVG DURATION
    • 98 EPISODES


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    Latest episodes from Accountants Are Sexy. Change My Mind.

    Understanding client segments is essential for providing value

    Play Episode Listen Later Apr 17, 2024 35:21


    SummaryI have been chatting with Marcus Batson from Swoop this week, which has been eye-opening. Marcus drives home how crucial it is for accountants like me to offer funding and savings solutions that align with client's needs. He stresses the importance of getting to know our clients deeply so we can provide proactive advisory services that truly make a difference.Marcus's advice about focusing on specific client personas and addressing their unique challenges resonates with me as a marketer. He encourages us to ask personal questions empathetically, helping us uncover exactly what our clients require. Music to my ears! Of course, we naturally move on to marketing and sales strategies within accounting firms; Marcus highlights the significance of building strong client relationships and leveraging our team's expertise and the potential resistance from team members towards sales and marketing activities and the need to adapt to different generations' values.So much covered in so little time.  TakeawaysUnderstand clients' goals and challenges to provide proactive advisory servicesNiche down to specific client personas and focus on solving their unique problemsAsk personal questions in an empathetic and non-intrusive way to uncover clients' needsOutsource non-value-added tasks to save time and focus on value-added servicesUse visual tools to effectively communicate financial information Building relationships with clients and leveraging the team's expertise can have a significant impact on accounting firms.Adapting to the values of different generations is crucial in engaging team members in marketing activities.Understanding client segments and their needs is essential for providing value and retaining clients.Embedding new services into existing processes can enhance client satisfaction and increase revenue.Ethical considerations should be taken into account when offering referral rewards.Accountants have untapped potential to make a significant impact in their profession.Chapters00:00 Introduction and Background04:17 Compliance vs Advisory Accountants09:04 Opening Up Conversations and Asking Personal Questions13:25 Identifying Time-consuming Tasks and Outsourcing33:31 Unlocking the Untapped Potential of Accountants Meet our sponsor: CharterparthCharterpath aims to inspire more finance professionals to volunteer their time and skills, connect them with non-profit opportunities, and engage with the wider sector so volunteering is a core part of a finance professional's career.Connect with Kelli? www.linkedin.com/in/kellidoorneFind out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Choosing the right platforms for Accountant Marketing

    Play Episode Listen Later Apr 10, 2024 50:30 Transcription Available


    In this episode, Captain Kelli Doorne-Millott and Karen Reyburn delve into marketing strategies tailored for accountants. Their discussion underscores collaboration as superior to competition, emphasising the importance of aligning marketing support with personal values. They explore various platforms suitable for accountants, including LinkedIn, Instagram, and TikTok, stressing the necessity of a diverse marketing mix catering to the target audience's preferences. Consistency, trust-building, and providing evidence emerge as pivotal elements in effective marketing.Additionally, they discuss the imperative of crafting compelling content that captivates potential clients and resonates with their interests. Reyburn and Captain Kelli further discuss the significance of audience understanding, advocating for tailored marketing approaches. They stress the need to highlight the positive impact of accounting services on clients' lives and communicate this impact effectively. Selecting marketing platforms in line with audience preferences and engagement patterns is also deemed crucial.Accountants are encouraged to inquire directly about clients' preferred platforms and information formats. Authenticity is underscored as paramount, urging practitioners to showcase their genuine selves in marketing endeavours.TakeawaysCollaboration over competition is key in the marketing industry, and it's crucial to find marketing support that aligns with your values.There are various platforms available for accountants, such as LinkedIn, Instagram, and TikTok, but the choice should be based on your target audience and the messages you want to convey.Consistency is essential in building trust with potential clients, and showing up consistently across different platforms helps establish credibility.Engaging content that resonates with your target audience is more important than the specific platform you use.Providing evidence and addressing potential client concerns in your marketing content helps build trust and credibility.A marketing mix that includes a combination of platforms and formats tailored to your target audience is more effective than relying on a single platform. Understand your audience and tailor your marketing efforts to meet their needsFocus on the impact your services have on clients' lives and communicate that effectively.Choose marketing platforms that align with your audience's preferencesAsk your clients directly about their preferred platforms and formats for receiving informationBe authentic and show your true self in your marketing effortsChapters00:00 Introduction and Collaboration Over Competition04:00 Choosing the Right Platforms for Accountant Marketing08:57 The Importance of Consistency and Trust in Accountant Marketing12:27 Creating Engaging Content that Resonates with Potential Clients24:17 The Impact of Your Services: Communicating Effectively25:26 Choosing the Right Marketing Platforms29:49 Directly Asking Clients About Their Preferences37:08 Authenticity in Marketing: Showing Your True Self Meet our sponsor: CharterparthCharterpath aims to inspire more finance professionals to volunteer their time and skills, connect them with non-profit opportunities, and engage with the wider sector so volunteering is a core part of a finance professional's career.Connect with Kelli? www.linkedin.com/in/kellidoorneFind out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Mastering Cold Email Humour: How John Buchan Wins Clients with Laughter and Engagement!

    Play Episode Listen Later Apr 3, 2024 32:48 Transcription Available


    SummaryIn this episode, John Bucan shares his experience of using humour in cold emails to stand out and win clients. He discusses how a desperate situation led him to send a drunk email that surprisingly got positive responses. John emphasizes the importance of self-deprecation and making people smile in cold emails. He shares his follow-up process and the effectiveness of using humour in different industries. John also highlights the need for enthusiasm and diverse marketing strategies. He encourages accountants to differentiate themselves and not be afraid to try new approaches.TakeawaysUsing humour in cold emails can help you stand out and win clients.Self-deprecation and making people smile can make your emails more engaging.Follow-up emails should be funny and keep the conversation going.Humour can be effective in different industries and cultures.Enthusiasm and diverse marketing strategies are key to success.Chapters00:00 Introduction and Background01:09 Desperation and the Drunk Email04:07 The Power of Humor in Cold Emails05:18 Using Self-Deprecation in Cold Emails06:03 Balancing Self-Deprecation and Confidence07:19 Laughing at Yourself and Making Others Smile08:24 The Follow-Up Process09:27 The Five Stages of Grief Follow-Up Sequence10:21 Building Relationships through Humor11:26 The Effectiveness of Humor in Different Industries12:35 Adapting Humor to Different Cultures and Languages13:52 Creating Personalized and Engaging Emails15:08 The Importance of Enthusiasm in Persuasion19:30 Conversion Rates and the Importance of Testing21:17 Diverse Marketing Strategies22:11 The Only Metric That Matters: Winning Business23:01 Success Stories and Results25:20 Testing the Approach for Accountants26:04 Legalities of Cold Emailing and Using LinkedIn28:12 Engaging with LinkedIn Content for Inbound Leads30:12 The Sexiest Thing About Accountants31:23 Differentiating Yourself in the Accounting SpaceAre you an accountant or bookkeeper looking to get better results with your marketing?   We are launching a new 6 month group program that follows the signature Rock The Boat framework.   It will start in June.  Register your interest now to make sure you are the first to hear about it https://rtb-cohort.scoreapp.com  Meet our sponsor: CharterparthCharterpath aims to inspire more finance professionals to volunteer their time and skills, connect them with non-profit opportunities, and engage with the wider sector so volunteering is a core part of a finance professional's career.Connect with Kelli? www.linkedin.com/in/kellidoorneFind out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Gut Health, Menopause and Nutrition to help you perform - Dana Chapman

    Play Episode Listen Later Mar 27, 2024 40:15 Transcription Available


    SummaryIn this conversation, Dana Chapman, a nutritional therapist, discusses the impact of nutrition on menopause and hormone balance. She explains how the adrenal glands play a role in hormone production and the effects of stress on hormone levels. Dana highlights the importance of personalised nutrition and the use of supplements to address nutrient deficiencies. She emphasises the significance of gut health and the role of raw ingredients in supporting hormone balance. Dana also provides baseline nutritional advice and discusses the potential benefits and limitations of intermittent fasting. The conversation concludes with a discussion on the collaboration between nutritional therapists and healthcare professionals. In this conversation, Dana Chapman discusses the importance of nutrition and its impact on various aspects of health, including gut health, stress, and mental health. She provides practical tips for improving nutrition and emphasizes the power of mindful eating. Dana also shares her contact information for further connection and resources.TakeawaysNutrition plays a crucial role in supporting hormone balance during menopause.Stress can have a significant impact on hormone production and should be managed to support overall health.Testing for nutrient deficiencies can help identify specific nutritional needs and guide supplementation.Gut health is essential for nutrient absorption and overall well-being.Balanced eating, including a variety of fruits, vegetables, protein, carbohydrates, and healthy fats, is key to supporting hormone balance.Intermittent fasting may have individual differences in effectiveness and should be approached with caution.Collaboration between nutritional therapists and healthcare professionals is important for comprehensive care. Nutrition plays a crucial role in overall health and well-being.Gut health is closely linked to nutrition and can impact various aspects of health.Stress can have a significant impact on nutrition and should be managed effectively.There is a strong connection between nutrition and mental health.Practicing mindful eating can help improve nutrition and overall well-being.Chapters00:00: Introduction and Background01:18:Menopause and Nutrition03:21:Adrenal Glands and Hormone Production04:16:Effects of Stress on Hormone Production06:10: Symptoms of Menopause08:25: Misdiagnosis and Lack of Understanding10:14: Importance of Progesterone11:08: Nutritional Therapy and Personalized Approach13:02: Supplements and Nutrient Deficiencies14:16: Testing for Nutrient Deficiencies19:19:Importance of Gut Health23:48: Importance of Raw Ingredients in Nutrition25:41: Baseline Nutritional Advice29:03: Intermittent Fasting and Individual Differences32:39: Importance of Balanced Eating35:37: Stress and Hormone Balance37:07: Collaboration with GPs and Specialists37:42:The Sexiest Thing About Accountants38:00: Conclusion and Contact InformationWebsite:LinkedIn:  Meet our sponsor: CharterparthCharterpath aims to inspire more finance professionals to volunteer their time and skills, connect them with non-profit opportunities, and engage with the wider sector so volunteering is a core part of a finance professional's career.Connect with Kelli? www.linkedin.com/in/kellidoorneFind out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    How accountants can help spread wealth - Ben Risser

    Play Episode Listen Later Mar 20, 2024 31:31 Transcription Available


    SummaryBen Risser, from Provident Financial Services, shares his mission of strengthening American communities through thriving small businesses. He emphasises the importance of businesses thriving to create more jobs and increase their mission impact. Ben discusses the role of accountants in helping small business owners with their blind spots in accounting and finance. He highlights the value of customised financial reports and financial dashboards in providing actionable data. Ben also talks about goal setting, working with different business sizes, and the outcomes of better financial information. He shares his personal story and the influence of accountants in society.TakeawaysSmall businesses play a crucial role in strengthening communities and creating jobs.Accountants can help small business owners by addressing their blind spots in accounting and finance.Customized financial reports and dashboards provide actionable data for decision-making.Goal setting and financial planning are essential for business growth and success.Accountants have a significant influence on society and the success of businesses.Chapters00:00Introduction and Mission01:21The Importance of Small Businesses03:18The Role of Accountants in Supporting Small Businesses06:01Transition from Engineering to Accounting08:47Creating Customized Financial Reports10:37Financial Dashboards and Financial Intelligence13:21Helping Business Owners Overcome Financial Blindness16:14Goal Setting and Financial Planning21:32Working with Different Business Sizes23:15Working with Startups and Early Stage Businesses24:29Results and Outcomes of Better Financial Information26:05Personal Story and Mission29:14The Influence and Importance of Accountants30:56Conclusion and Contact Information Meet our sponsor: CharterparthCharterpath aims to inspire more finance professionals to volunteer their time and skills, connect them with non-profit opportunities, and engage with the wider sector so volunteering is a core part of a finance professional's career.Connect with Kelli? www.linkedin.com/in/kellidoorneFind out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    How to thrive post apocalypse - Nick Elston

    Play Episode Listen Later Mar 13, 2024 43:03 Transcription Available


    SummaryIn this conversation, Captain Kelli Doorne-Millott and Nick Elston discuss the importance of mental health in accounting. They explore the challenges accountants face during the pandemic and the need for emotional conversations in this profession. They also discuss the pressure to provide free services and the importance of setting boundaries and managing expectations. The conversation highlights the need to change our relationship with money and accept change to move forward. They emphasize the role of hope in mental health and the importance of being in control of our own lives. The conversation explores the themes of collaboration over competition, running your own race, writing your life story, being prepared to lose, and the importance of certainty and trust. Nick Elston shares insights on the power of collaboration and the need for trust, authenticity, and vulnerability. He emphasises the importance of focusing on your journey and not comparing yourself to others. The conversation also delves into the process of writing your life story and the benefits of seeing your experiences from a different perspective. Finally, Nick discusses the sexiest thing about accountants, which he believes is their certainty and trustworthiness.Takeaways* Mental health is a crucial topic in accounting, as accountants often have deep trust and rapport with their clients.* Accountants face unique challenges, such as the transfer of anxiety from clients and the pressure to provide free services.* Setting boundaries and managing expectations is essential for accountants to protect their mental health.* Changing our relationship with money and accepting change is critical to moving forward and thriving in accounting.* Hope plays a vital role in mental health, and it can be both active and passive in our lives. * Collaboration can be more powerful than competition, especially when trust, authenticity, and vulnerability exist.* Focus on running your own race, and don't compare yourself to others.* Writing your life story from a third-person perspective can provide a new and insightful perspective.* Being prepared to lose and accepting that not everyone will understand or resonate with your story is important.* Certainty and trust are key qualities that make accountants sexy.Chapters:0:00: Accountants' Mental Health Challenge13:12: Navigating Money and Change in Life18:30: Moving Forward From Survival Mode32:02: Navigating Hope and Happiness Meet our sponsor: CharterparthCharterpath aims to inspire more finance professionals to volunteer their time and skills, connect them with non-profit opportunities, and engage with the wider sector so volunteering is a core part of a finance professional's career.Connect with Kelli? www.linkedin.com/in/kellidoorneFind out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Behind the Scenes: R.E.P.R.E.S.E.N.T.s 4 Pillars of Change

    Play Episode Listen Later Mar 6, 2024 49:29 Transcription Available


    SummaryJames Marshall discusses his new business venture, which aims to provide comprehensive services to the accounting profession. The business offers commercial growth strategies, compliance resourcing, IT and technology systems, and more. Marshall emphasizes the importance of transparency and empowerment in the industry. He also addresses the benefits of offshore services and the need for a global approach to business operations. Overall, the business aims to create a culture of transparency and provide a positive and enjoyable working environment. In this conversation, James Marshall discusses various topics related to the services offered by his company, Represent. The conversation covers the globalization of the workforce and its impact on job security, the accessibility of services for small practices, human capital management, IT support for small businesses, digital transformation in accountancy, scaling the business, and the value of accountants' brains and services.TakeawaysThe globalization of the workforce creates more job opportunities and security for everyone, whether onshore or offshore.Represent's services are accessible to small and large practices, providing fixed fee solutions.Human capital management includes staff employment, payroll, and HR support.IT support is essential for small businesses, and Represent offers affordable and comprehensive solutions.Digital transformation in accountancy is crucial for staying competitive and providing value to clients.Represent aims to scale the business by expanding geographically and increasing headcount.The value of accountants lies in their brains and dedication to providing excellent service.Chapters00:00 Introduction and Sneak Preview01:11 James Marshall's New Business Venture04:29 The Structure of the Business07:19 The Role of Chief Evangelist08:40 Commercial Growth and Empowerment10:07 Sales and Marketing Alignment13:17 Compliance Resourcing16:15 IT and Technology Systems20:49 Ethical and Sustainable Business Practices23:39 Benefits of Offshore Services24:37 Globalization of Workforce and Job Security26:15 Accessibility of Services for Small Practices27:38 Human Capital Management31:24 IT Support for Small Businesses39:14 Digital Transformation in Accountancy42:52 Scaling the Business45:46 The Value of Accountants' Brains and Service Meet our sponsor: CharterparthCharterpath aims to inspire more finance professionals to volunteer their time and skills, connect them with non-profit opportunities, and engage with the wider sector so volunteering is a core part of a finance professional's career.Connect with Kelli? www.linkedin.com/in/kellidoorneFind out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Time and Freedom Alchemy - Tracy Irwin

    Play Episode Listen Later Feb 13, 2024 35:16 Transcription Available


    SummaryIn this episode, Tracy Irwin discusses her book 'One, Two, Three' and shares her journey as a business owner and coach. She emphasises the importance of aligning personal goals with business goals and the need for marketing plans to be aligned with the business's values. Tracy also highlights the significance of identifying target markets and creating an ideal client profile. She discusses the impact of coaching on her business approach and the power of reflection and gratitude. Tracy encourages business owners to let go of traumatic memories and offers insights into her online and one-to-one coaching programs.TakeawaysAlign personal goals with business goals to find meaning and motivation in your work.Marketing plans should be aligned with the values and goals of the business to ensure effective implementation.Identify target markets and create an ideal client profile to better serve and address their specific problems.Reflection and gratitude can be powerful tools for personal growth and development.Chapters00:00: Introduction and Background 03:12: The Meaning Behind 'One, Two, Three'05:21: Aligning Personal Goals with Business Goals06:32: The Importance of Alignment in Marketing Plans08:07: The Journey After Publishing the Book08:43: Balancing Personal and Professional Life09:48: The Importance of Practice10:08: Mentoring and Advisory Services11:18: Identifying Target Markets12:32: Creating an Ideal Client Profile14:09: The Role of Coaching in Business15:01: Segmenting the Audience16:38: Cherry Picking Ideal Client Attributes17:36: Addressing Specific Problems18:04: The Impact of Coaching on Business Approach20:22: The Challenge of Reflection21:28: Using Gratitude to Reflect23:09: Journaling as a Cathartic Exercise24:55: Letting Go of Traumatic Memories25:56: The Power of Personal Art26:49: Special Events Surrounding the Book Release27:16: Expanding Roles and Offering More Value27:46: Differentiating Online and One-to-One Programs28:40: Expectations and Results of the Programs30:14: Flexible Learning and Implementation31:51: The Sexiest Thing About Accountants32:19: Conclusion and Call to Actionwww.linkedin.com/in/tracyalaineirwinBuy the Book On Amazon Here Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtgSponsor: www.swoopfunding.com Or connect with Sam Tasker-Grindly here www.linkedin.com/in/samtgConnect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    LinkedIn Marketing for Accountants : Helen Tudor

    Play Episode Listen Later Feb 6, 2024 49:33 Transcription Available


    SummaryIn this conversation, Captain Kelli Doorne-Millott interviews Helen Tudor, an expert in generating leads from LinkedIn. Helen shares her journey and expertise, emphasizing the importance of community and consistency in building a successful business. She discusses the value of lifetime memberships and supporting members during challenging times. Helen also explains the power of community in programs and the success of her method. She addresses the fear of visibility and the concept of beast mode.  Additionally, she debunks algorithm myths and highlights the value of connection and audience. The conversation concludes with the idea of minimum effort for maximum return. In this conversation, Helen Tudor discusses her approach to selling and converting clients, the story behind her wine brand, the importance of sharing personal stories, the challenges she has faced with accountants, what to look for in an accountant, and the sexiest thing about accountants. She also emphasises the importance of being authentic on LinkedIn and finding your unique voice.TakeawaysBuilding a successful business requires community and consistency.Lifetime memberships can provide ongoing support and value to members.During challenging times, it is important to support and help members through difficult situations.The power of community in programs cannot be underestimated.Consistency and clarity are key to the success of Helen Tudor's method.Overcoming the fear of visibility is crucial for business growth.The concept of beast mode involves ramping up efforts to achieve desired results.Algorithm myths should not be a major concern, as connection and audience are more valuable.The LinkedIn method focuses on minimum effort for maximum return. Focus on letting people buy rather than trying to convince them to buy.Share personal stories to connect with your audience and show that anyone can achieve success.When choosing an accountant, look for someone with a track record and experience working with fast-growing businesses.A good accountant can help you sleep better at night and provide peace of mind.Differentiate yourself on LinkedIn by being authentic and showcasing your unique personality and interests.Chapters00:00 Introduction and Background01:01 Helen Tudor's Journey and Expertise03:07 The Importance of Community and Consistency05:15 The Value of Lifetime Memberships06:19 Supporting Members During Challenging Times07:41 The Power of Community in Programs09:40 The Success of Helen Tudor's Method11:01 Overcoming the Fear of Visibility14:26 The Concept of Beast Mode18:07 Debunking Algorithm Myths22:01 The LinkedIn Method and Consistency26:21 The Value of Connection and Audience29:08 The Minimum Effort for Maximum Return30:18 Selling and Converting32:11 The Wine Brand35:34 Sharing Personal Stories37:51 Challenges with Accountants39:39 What to Look for in an Accountant41:07 The Role of an Accountant43:56 The Sexiest Thing About Accountant Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtgSponsor: www.swoopfunding.com Or connect with Sam Tasker-Grindly here www.linkedin.com/in/samtgConnect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Automation and Cloud Accounting Are Redefining Accounting - Ian Cooper

    Play Episode Listen Later Jan 30, 2024 38:46 Transcription Available


    SummaryIn this episode, Captain Kelli Doorne-Millott interviews Ian Cooper, a representative from FYI, a document management and process automation platform for accountants. They discuss the importance of technology in accounting and the need for efficiency and automation. They also explore the challenges of implementing new systems and the differences in approach between Australia and the UK. They highlight the resistance to change in the UK accounting industry and the potential for digital transformation in small businesses. They conclude by discussing the future of accounting and technology and the value of accountants in shaping the success of individuals and companies.TakeawaysTechnology plays a crucial role in accounting, allowing for efficiency and automation.Implementing new systems can be challenging, but it is necessary for growth and improved productivity.The UK accounting industry has been slower to adopt technology compared to Australia, but there are increasing options available.Digital transformation offers opportunities for accountants to provide a fully digital experience for their clients.Accountants are undervalued and often lack confidence, but they play a vital role in shaping the success of individuals and companies.Chapters00:00 Introduction and Background03:08 The Importance of Technology in Accounting08:00 The Value of Efficiency and Automation12:09 Challenges of Implementing New Systems18:09 Differences in Approach: Australia vs UK23:15 Resistance to Change in the UK27:40 Digital Transformation for Small Businesses30:21 The Future of Accounting and Technology34:16 The Sexy Side of Accountants36:04 Closing and Contact Information Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtgSponsor: www.swoopfunding.com Or connect with Sam Tasker-Grindly here www.linkedin.com/in/samtgConnect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Celebrating Growth and Innovation in Accounting Practices - Sam Tasker-Grindley

    Play Episode Listen Later Jan 23, 2024 39:42 Transcription Available


    Would you believe that the secret to SME success could lie within your accountant's savvy guidance? Sam Tasker-Grindley from Swoop certainly convinced me of that during our enlightening conversation about the financial hurdle race faced by small businesses. Sam's eye-opening insights into the bespoke blend of innovative tech and personalised human support offered by Swoop underscored the one-stop financial nirvana it provides. We also tackled the underestimated role of accountants and bookkeepers in navigating clients through the labyrinth of loans, grants, and equity - with Sam sharing tales from his recent Scottish jaunt that proved even rain can't dampen the spirit of connection and community among the accounting folk.Adaptability isn't just a buzzword; it's the lifeblood of the modern accounting profession, and Sam and I dissected just how the landscape is shifting. With a light-hearted jab at how marketing has evolved from mere billboards to a vital tool in talent acquisition, we mused over the changing skill set accountants now pack in their arsenal - with technology savvy and superb people skills taking centre stage. As the profession shakes off its dusty stereotypes, embracing the cool winds of change has never seemed more inviting or necessary, with personal brands and authenticity catapulting accountants to superstar status in their clients' eyes.And as the drumroll for our 100th episode crescendos, I couldn't resist sharing a personal snippet – there's a baby on the way! Reflecting on the episodes past, I'm reminded of the resilience and patience necessary when steering through the seas of change, whether in business or life. Sure, we shared a chuckle about not ringing the bell on LinkedIn when reaching out to Sam, but the laughter was a testament to the journey we've walked with you, our listeners. Here's to learning, growing, and seizing success - let's keep the conversation going. Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtgSponsor: www.swoopfunding.com Or connect with Sam Tasker-Grindly here www.linkedin.com/in/samtgConnect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Embracing Our Robotic Allies for Enhanced Productivity - Daniel Lawrence

    Play Episode Listen Later Jan 16, 2024 46:47 Transcription Available


    SummaryIn this episode, Captain Kelli Doorne-Millott interviews Daniel from BOTS for That about the misconceptions and applications of AI in accounting. They discuss the fear and scepticism surrounding AI, the background of BOTS for That, and the benefits of using bots in accounting processes. They also explore the specific tasks that bots can perform, such as onboarding clients, bookkeeping, and generating management reports. The conversation highlights the cost-effectiveness and time savings that can be achieved with bots, as well as the importance of customization and configuration to meet the specific needs of accounting practices. In this conversation, Daniel from Bots For That discusses the integration of bots with other systems, the affordability and scalability of automation for small practices, and the benefits of joining Beanie's community. He also highlights the resources available for learning and exploring bots, the early mover's advantage in adopting automation, and the accessibility and flexibility it offers. The conversation ends on a humorous note, showcasing the personality of Bots For That.TakeawaysAI in accounting is often misunderstood and met with fear and scepticism.BOTS for That specializes in building pre-built bots for the bookkeeping and accounting industry.Bots can automate tasks such as onboarding clients, bookkeeping, generating reports, and more.Using bots can save time, reduce errors, and free up resources for more value-added tasks.Configuration and customization are key to ensuring bots meet the specific needs of accounting practices. Bots can be integrated with other systems to perform tasks and provide information.Automation and bots are affordable and scalable solutions for small practices.Joining the Beanie's community provides a platform for communication and engagement.There are various resources available for learning and exploring bots.Early adoption of automation can provide a competitive advantage.Bots offer accessibility and flexibility in their operations.Humour and personality can be incorporated into bot interactions.Chapters00:00 Introduction and Misconceptions about AI03:00 Daniel's Background and BOTS for That08:31 Supporting Smaller Practices and Repatriating Work10:13 Understanding AI and Its Applications17:07 Deterministic vs Probabilistic AI19:09 Impact of AI on Jobs and the Future of Accounting25:15 Specific Use Cases for Bots in Accounting29:16 Cost Effectiveness and Time Savings with Bots32:22 Overcoming Fear and Doubt with Bots34:42 Configuration and Customization of Bots35:58 Integration with other systems36:29 Automation for small practices38:00 Affordability and scalability38:58 Beanie's community41:06 Resources for learning and exploring43:01 Early movers advantage43:41 Accessibility and flexibility44:15 Humor and personality Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtgWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Are you working too much? - Geraldine Carter

    Play Episode Listen Later Jan 2, 2024 36:15 Transcription Available


    Want to unlock the secrets of running a successful accounting business without sacrificing your work-life balance? I've got just the person for you!In this episode, I enjoyed chatting with Geraldine Carter, as she explained the business challenges she sees most with accountants from across the pond and the misconception that their technical skills automatically translate into business acumen. Geraldine, with her unique perspective, underscores the significance of mastering all aspects of running a business and the need for proper training and support. Of course, we dipped into the world of pricing, and how it's not just about the hours you put in, but the value you deliver. Hourly rates? Outdated. Geraldine encourages us to adopt more effective pricing structures like tiered pricing. We also discussed the art of niching, how over-reliance on referrals could be a dangerous pitfall for business growth and how fear of 'success' can hold us back. If you would like to maintain a healthy work-life balance by working a standard 40-hour week, set stronger boundaries and prevent scope creep buckle up and tune in.Hope you enjoy! Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtgWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Finding Your Spiritual Home - Tony Stevenson

    Play Episode Listen Later Dec 26, 2023 34:43 Transcription Available


    Ever wondered what the journey from accounting to tech feels like?  We invite you to listen as Tony Stevenson, a former accountant now tech enthusiast, shares his fascinating voyage from the big four accounting giants to the buzzing tech industry. Tony talks candidly about his experiences across different sectors including the recruitment and hospitality accounting spaces, and how he finally found his passion in the tech industry.The conversation takes an exciting turn as we explore the world of FreeAgent, an acclaimed bookkeeping software company where Tony plays a pivotal role. Discover how Tony transitioned into this role and the unique features of FreeAgent that sets it apart from other providers. From their exciting partnership with NatWest, to their unwavering commitment to serving small practices and their clients, this episode promises to provide a wealth of information about the ever-evolving accounting industry. As we wrap up our conversation, we delve into the lighter side of the tech industry - networking, remote working, and our unending love for pets. We share our entertaining pet stories and discuss the challenges of maintaining a work-life balance in the era of remote working. This episode is much more than just a tech talk - it's about building connections, finding a balance, and embracing the unexpected joys of working in the tech industry. So come on in, join the conversation, and let's navigate the fascinating world of tech together.Do also check out our Season 10 Sponsors, Swoop Funding. https://swoopfunding.com/ Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtgWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Meet the Captain - Kayleigh Spowart

    Play Episode Listen Later Dec 19, 2023 34:29 Transcription Available


    Ever hesitated to niche down your business, fearing it might limit your opportunities? Kayleigh from Koyn Accountancy once shared your concerns, but her journey to specialisation has been nothing short of transformative. We dig into the considerable resistance she faced and explore how, with some gutsy moves, she honed in on serving health and fitness businesses. The tale of her rebranding and the impact of taking calculated risks will undoubtedly resonate with entrepreneurs considering a significant pivot.But that's not all. Kayleigh also opens up about her adventures in content creation. For anyone feeling overwhelmed by Instagram or struggling to churn out engaging content - this is for you. From gruelling 28-day video challenges to reaping the benefits of consistency and understanding her ideal client, Kayleigh's experiences shed light on the undeniable power of targeted content. And for a twist, we also delve into a peculiar party expense scenario which uncovers a valuable business lesson. Kayleigh's insights and experiences serve as a beacon for those navigating the entrepreneurial waves. Get ready for a dose of inspiration, sprinkled with practical takeaways for your own business journey.Do also check out our Season 10 Sponsors, Swoop Funding. https://swoopfunding.com/ Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtgWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Joseph Cox - Lucky Niche or Strategic Move?

    Play Episode Listen Later Dec 12, 2023 43:52 Transcription Available


    In this episode, we meet Joseph Cox as he explains how he started and grew his niche accounting firm, E-commerce Accounting socialising in supporting online retail businesses. Joseph's inspiring tale of entrepreneurial spirit is a testament to the power of seizing opportunities, following instincts and embracing the challenges that come with growth and expansion.Join me as I go beneath the surface of e-commerce accounting and discuss the trials of marketing a growing firm and the strategies Joseph Cox employed to create a name for his brand. During this episode, Joe opens up about capitalising on an unused domain, networking events and, his thoughts on scaling a niche practice. We also delve into the future of the industry, discussing the potential implications of AI and outsourcing. We discuss the challenges associated with hiring and remote work, raising questions about how the industry might evolve. Joseph also shares his experience of 'service pods' in accounting firms and discusses his transition from accountant to business leader.And of course, we find out what Joe thinks is the most sexy thing about accountants! You won't want to miss this!Connect with Joe here - https://www.linkedin.com/in/cox-joseph Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtgHelp us create better content by answering 8 quick questions - accountantsaresexy.scoreapp.comWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    You Need A Broker In Your Pocket - Paula Wingate

    Play Episode Listen Later Dec 5, 2023 43:40 Transcription Available


    Did you know that a staggering 83% of businesses put up for sale don't find a buyer? And for those that do, half don't make it through legal due diligence. In today's episode Paula and I unravel the underlying challenges and opportunities tied to this process, emphasising the crucial role of a well-crafted exit plan. It's not just about ensuring a smooth transition; it's also about addressing the emotional and mental impact of parting ways with a business.And let's not forget our discussion about the unsung heroes of the business world – accountants! Paula opened our eyes to the incredible value they bring to society. They're not just number crunchers; they're life savers. We dived into the pivotal role of money mindset for accountants and how they contribute to a balanced perception of money. Paula and I shed light on the accountant's world in a way that goes beyond balance sheets and income statements; it's about shaping lives, saving marriages, and making a real difference.    Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtgHelp us create better content by answering 8 quick questions - accountantsaresexy.scoreapp.comWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    My BFF - Bev Flanagan

    Play Episode Listen Later Oct 26, 2023 41:14 Transcription Available


    Imagine starting an accounting business from scratch, scaling it, and then selling it successfully before moving on to your next adventure!   Our guest, Bev Flanagan, did just that! In this episode, Bev reveals how she established her practice and the significance of scaling for exit. This episode is a testament to the power of planning.We also discuss how to make your accounting business stand out and Bev shares her insights on the importance of a robust marketing strategy, even when the main source of leads is referral-based. We will discuss the art of niching, its advantages and challenges, and how it can potentially amplify referrals and pave the way for a smoother business exit. And how adding immense value to the clients you serve will help you differentiate and create a unique story for your business.Finally, we talk about the influential role of accountants and bookkeepers.  Their significant impact on businesses and personal lives, and how this influence can be harnessed to nurture a fairer distribution of wealth. Bev's journey serves as an inspiring narrative for many in the accounting profession, emphasising accounting business journey, and her social media influence. www.kallis.co.ukhttps://www.linkedin.com/in/peter-charalambous-fipa-mabrp Help us create better content by answering 8 quick questions - accountantsaresexy.scoreapp.comWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Move over Bond, Moneypenny is not an NPC - Louise Walpole

    Play Episode Listen Later Oct 23, 2023 41:39 Transcription Available


    Today, we've got a real treat for you as we delve into the world of finance with the fabulous Louise Walpole from Moneypenny.  I met Louise at Accountex and was fascinated by how Moneypenny is run and the lessons Accountants could learn about serving multiple audiences in a niche way.  If you're wondering what the secret sauce is behind a thriving business? It's not just about crunching those numbers. It's about building those lasting relationships, being a master communicator, and truly understanding the industry. And let me tell you, this episode is going to serve it all up on a silver platter.Now, Louise, she's quite the chameleon. She's gone from owning a recruitment business in Chester to being a client of Moneypenny to helping them build the finance arm.Ever thought about why a company picks one service provider over another and sticks with them like glue? Well, Louise is here to spill the beans! Moneypenny's got some fancy tricks up their sleeve, using technology and lightning-fast responses to build trust and maintain those sweet client relationships. And listen out for the juicy nugget about the power of being the first responder. We also chat about flexible work schedules and how different communication channels can jazz up that customer experience.  And how Moneypenny's team plays detective with keywords to handle those incoming calls to make sure the client experience is spot on every time!! Moneypenny is the main character in this story!www.kallis.co.ukhttps://www.linkedin.com/in/peter-charalambous-fipa-mabrp Help us create better content by answering 8 quick questions - accountantsaresexy.scoreapp.comWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    What is your accounting practice worth? - Johann Gorree

    Play Episode Listen Later Oct 17, 2023 37:30 Transcription Available


    Tune in to hear the inspiring story of Johann Goree, the owner of Client Engager and Co-Host of Ask The Accountant podcast.In this episode, Johann shares how he built his firm from scratch to now managing a team of 22 caring for around 780 clients. With his primary focus on small businesses, Johann's mission is to fill the gap left by larger firms.We delve into the nitty-gritty of transitioning out of a business. Johann shares how his meeting with Joe Wood culminated in a profitable business deal. He talks about the need for emotional detachment and how it's crucial to manifest your desired lifestyle. We unpack the complexities of the process, shedding light on how challenging yet rewarding this aspect of entrepreneurship can be.We also dig into the allure of accountancy and what it takes to add value to a single-person business. Johann emphasizes the importance of fostering relationships, implementing efficient processes, and leveraging digital avenues to skyrocket business value. The discussion also touches upon the impact of COVID on business saleability. So don't miss this episode, packed with insightful perspectives on building and growing accounting practices. www.kallis.co.ukhttps://www.linkedin.com/in/peter-charalambous-fipa-mabrp Help us create better content by answering 8 quick questions - accountantsaresexy.scoreapp.comWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    The $260,000 Pizza - Joe David

    Play Episode Listen Later Oct 10, 2023 44:39 Transcription Available


    I have been searching for an expert in cryptocurrency and accounting for ages!  And guess what, I have found him! Meet Joe David seasoned pro in both fields, and his journey from traditional accounting to the vibrant world of crypto is absolutely mega! We explore the importance of timing when grabbing opportunities, the need for accountants to get to grips with the crypto ethos, and the importance of educating clients on the tax and reporting requirements of using cryptocurrency. Joe's insights into these crucial aspects will truly provide a fresh perspective.Just when you thought understanding cryptocurrency was a challenge, imagine becoming a top search result for complex crypto-related queries! That's Joe David's firm for you. In this episode, he shares how his firm rapidly rose to this position thanks to its risk-taking approach and the crypto market's dramatic surge in 2020 and 2021. With Joe's belief that it's essential to give people a reason to buy from you, businesses of all sizes will find his insights extremely valuable.And are you prepared for the Bitcoin Pizza Day story? Brace yourselves as we discuss how two pizzas bought for 10 Bitcoins a decade ago are now worth a staggering $260,000! As we navigate the complexities of crypto and its role in businesses, Joe sheds light on the HMRC's understanding of crypto, the compliance checks involved, and the advantages of accepting crypto payments. With his experience of handling 4 million transactions in a year, there's no one better to guide us through this new terrain.So get ready for a deep dive into the intricate world of cryptocurrency and accounting, only on our podcast. And don't forget to bring your sense of humour!www.kallis.co.ukhttps://www.linkedin.com/in/peter-charalambous-fipa-mabrp Help us create better content by answering 8 quick questions - accountantsaresexy.scoreapp.comWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Find Your Marketing Rhythm - Karen Reyburn

    Play Episode Listen Later Oct 3, 2023 44:07 Transcription Available


    Join me for a lively chat with Karen Raven, a CPA and owner of Profitable Firm, to discover the world of accountancy marketing from two accounting marketing experts. Karen and I share our perspectives on marketing, branding, and content creation for accountants, and challenge each other's thinking. From the significance of specificity in marketing to the role of AI in content creation, we cover it all. Hear why Karen likens marketing to a steam engine, and how we agree on is the need to find your marketing rhythm as we explain our version of this concept, highlighting an approach that respects the ebb and flow of marketing efforts.We also explore the essence of providing value in sales, the importance of collaboration and relationship building, and the key role of being genuine and specific in your marketing.And if that is not enough, Karen also shares a link for pre-ordering her upcoming book, "The Accountant Marketer."  Whether you're a seasoned accountant or just starting out, this episode is packed with enlightening discussions and practical tips that will help you become a marketing maestro in your field. So tune in, have a laugh, and learn something new!www.kallis.co.ukhttps://www.linkedin.com/in/peter-charalambous-fipa-mabrp Help us create better content by answering 8 quick questions - accountantsaresexy.scoreapp.comWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Sam Conniff: Forever Pirates

    Play Episode Listen Later Sep 26, 2023 47:54 Transcription Available


    Meet Sam Conniff, the inspiration behind Accounting Pirates and author of the transformative books "Be More Pirate" and "How to be More Pirate".  Of which I took both figuratively and literally.  This episode plunges into Sam's journey of rebellion and introspection, and his pirate ethos that's ignited change and inspiration in not only his life but also in countless others. We navigate through intriguing discussions, from untangling the complexities of construal theory to the vital art of self-realization and understanding.Our discourse weaves through the empowerment of stepping outside the known, of rewriting personal and professional boundaries. We uncover the essence of self-organization, the art of building supportive networks, and the potency of writing and investigating ideas. As we journey with Sam, we unravel the beauty of daring to dream and breaking down grand ambitions into smaller, achievable tasks using construal theory. In this rousing conversation, Sam offers precious insights into the challenge of embracing uncertainty, the art of navigating change, and the magic of disrupting norms. Every story, every insight, every revelation serves as an empowering guide for you to unlock your potential and be an effectual catalyst of change in your life. Get ready to be provoked, inspired, and motivated. Welcome aboard! Venture into the unknown and discover how you can be more pirate.www.kallis.co.ukhttps://www.linkedin.com/in/peter-charalambous-fipa-mabrp Help us create better content by answering 8 quick questions - accountantsaresexy.scoreapp.comWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Andrew Van de Beek - The Public Apology

    Play Episode Listen Later Sep 19, 2023 40:11 Transcription Available


    Fancy listening to a podcast about how authenticity and human connectivity can make the world of accounting a better place? Then you're in luck because this week we're chatting to Andrew Van De Beek, Founder of Purpose and Head of Human Connectivity.Andrew is a passionate accountant and global specialist who's been in the game for years. He's seen it all, from the good to the bad and the ugly. But through it all, he's always believed in the power of authenticity and human connection.In this episode, Andrew shares his insights on how accountants can create extraordinary experiences for their clients and make them feel valued. He also talks about the importance of embracing the evolving business landscape and reflecting these changes within our services.We also touch on the perception of the accounting industry and how we need to change public understanding of the profession, and he shares some ideas on how we can do that.Finally, we explore the well-being of small business owners. Andrew discusses the worrying trend of lower life satisfaction among business owners. He also suggests ways in which accountants and advisors can help to improve the well-being of their clients.So if you're interested in learning more about the intricate relationship between accounting and human connectivity, then this is the podcast for you. Tune in now!"Connect with Andrew on LinkedIn - www.linkedin.com/in/andrewvandebeek*www.kallis.co.ukhttps://www.linkedin.com/in/peter-charalambous-fipa-mabrp Help us create better content by answering 8 quick questions - accountantsaresexy.scoreapp.comWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Rishi Ruparelia - Not the Prime minister

    Play Episode Listen Later Sep 12, 2023 41:10 Transcription Available


    Ever feel overwhelmed and under-confident when it comes to advising your clients? Well, you're not alone, and we're here to help. Our discussion with Rishi sheds light on the importance of understanding customer goals, providing value for money, and the critical role of confidence in client interactions. We also delve into how digital uptake among businesses and accountants has transformed the industry and why having the guts to recommend the right solutions to clients can make all the difference. Marketing niches and data-driven strategies also come under the spotlight, revealing how they can guide business communities.www.linkedin.com/in/rishi-ruparelia-3635b844www.kallis.co.ukhttps://www.linkedin.com/in/peter-charalambous-fipa-mabrp Help us create better content by answering 8 quick questions - accountantsaresexy.scoreapp.comWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Oli Krishnan - Revolutionising Business Banking:

    Play Episode Listen Later Sep 5, 2023 41:56 Transcription Available


    Imagine if you could optimize your business's banking process with a dedicated and dynamic partner? Well, this episode is all about that possibility! We're thrilled to have an enlightening chat with Oli Krishan, the head of accountancy partnerships at Starling Bank. Oli shares his intriguing journey into the digital banking sector and his current role at Starling Bank, where he strives to ensure a seamless onboarding experience and top-class services for accounting firms and bookkeepers across the UK. His fervor for streamlining processes and driving SME success through technology is palpable and inspiring. We delve into the ingenious ways Starling Bank aids customers in managing their finances. Oli unveils how features like real-time feeds and split payments simplify banking and aid budgeting. He further discusses how Starling Bank assists its partners with business incorporation, establishing legal entities, and setting up business accounts through a streamlined and secure application process. But that's not all! Oli also provides us with a sneak peek into Starling Bank's journey to becoming one of the most popular digital banking providers in the UK and its future plans.Wrapping up our discussion, Oli offers invaluable advice for accountants to provide their clients with a stress-free onboarding experience and a no monthly fee business banking proposition. He emphasizes the importance of collaboration within the accounting industry and believes it to be one of the most caring sectors. This episode is packed with insights and revelations, making it a must-listen for all accounting professionals. Join us in this conversation and discover the future of banking partnerships.www.kallis.co.ukhttps://www.linkedin.com/in/peter-charalambous-fipa-mabrp Help us create better content by answering 8 quick questions - accountantsaresexy.scoreapp.comWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Stacie Genereaux - Unique marketing and content creation style

    Play Episode Listen Later Aug 15, 2023 42:44 Transcription Available


    What happens when you fuse accounting and bookkeeping with the pursuit of both financial and location freedom? Stacey Generoux, the driving force behind On-Route Accounting, gives us an inside look into her journey in the accounting industry and how she built a thriving business that broke geographical shackles. Navigating through her experiences at various startups, Stacey recounts how she took the leap to launch her own venture and swiftly met her ambitious goals. Beyond just her entrepreneurial journey, Stacey generously shares about her successful bookkeeping training program - the Academy. Through her storytelling, you'll understand why she baptised it "Collective" and how it has bloomed to impart knowledge to more than 120 attendees since its launch. From the nuances of her masterclass to the explosive response from her audience, every anecdote is a lesson in itself. But the conversation doesn't stop there, we venture into the dynamic landscape of social media marketing, understanding your audience, and leveraging the power of storytelling for impactful content.As we delve deeper, we explore the art of finding the right marketing approach that aligns with your business. Through trials, errors, and targeted research, Stacey underlines the importance of learning from experiences and carving out a unique marketing and content creation style. The episode concludes by underlining the significance of long-lasting relationships in the accounting and bookkeeping industry. So if you're seeking insights on efficient marketing, content creation, and forging beneficial outsourcing partnerships, Stacey's journey and expertise are sure to inspire and guide you. Tune in and stay tuned to this engaging and enlightening conversation.www.kallis.co.ukhttps://www.linkedin.com/in/peter-charalambous-fipa-mabrp Help us create better content by answering 8 quick questions - accountantsaresexy.scoreapp.comWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Peter Charalambos - The Grim Reaper of Business

    Play Episode Listen Later Aug 1, 2023 39:48 Transcription Available


    Ever wondered what goes behind the veil of business insolvency processes? Strapping up for this potentially bumpy ride, we engage Peter Charalambos, an insolvency practitioner and specialist, who is here to help us navigate through the dense fog. Peter unravels his fascinating journey into this challenging field, throwing light on the misunderstood role of insolvency practitioners with their ultimate aim to safeguard businesses and jobs.As we navigate through the unchartered territory of COVID-related and bounce back loans, Peter highlights the critical role accountants and bookkeepers play in the insolvency process. We probe into the importance of early intervention, the hurdles faced by accountants, and the indispensable role of directness in handling such situations. Peter's perspectives on these complex topics are not merely illuminating, but also provide practical insights that can be put to use when needed.And that's not all! Peter also walks us through the intriguing relationship between insolvency processes and social media, particularly Instagram. A seemingly unlikely pairing that opens up new avenues for communication and education in this field. So, buckle up and join us on this enlightening journey as we bid to understand the intricacies of the insolvency process.Connect with Peter here - https://www.instagram.com/in.solvency/ www.kallis.co.ukhttps://www.linkedin.com/in/peter-charalambous-fipa-mabrp Help us create better content by answering 8 quick questions - accountantsaresexy.scoreapp.comWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Phil Hobden - Digital Transformation and Dyslexic Thinking

    Play Episode Listen Later Jul 25, 2023 46:46


    From digital transformation through to Roller Derby and the Deloreon our dyslexic thinking travels in a few directions.  I had no idea that we were going to get deep towards the end.  If you see #CouncilEstateKid hashtag being used you will know they heard it here first. Connect with Phil here  https://www.linkedin.com/in/philhobdenwww.kallis.co.ukhttps://www.linkedin.com/in/peter-charalambous-fipa-mabrp Help us create better content by answering 8 quick questions - accountantsaresexy.scoreapp.comWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Jim Holland - Carma Police

    Play Episode Listen Later Jul 18, 2023 32:20


    Carma is an easy way to do a lot of good! Their goal is to plant trees, create jobs, and reward both consumers and businesses.It is simple, effective and sincere.   I really can't recommend them enough. www.carma.earthwww.linkedin.com/in/jamesjholland/www.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Greg Fearon - Hormones are only part of the problem

    Play Episode Play 30 sec Highlight Listen Later Jul 11, 2023 40:11


    Greg Fearon is a Body and Brain Transformation Expert who focuses on weight loss for ladies hitting and going through menopause.  He talks to me about some of the myths (or damn right lies) we tell ourselves about why we have gained weight and why it won't come off. The most interesting thing for me was the results that some women had when they took control. Connect with Greg here www.linkedin.com/in/greg-fearonwww.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Carly Shaw - Remember to stop and look around

    Play Episode Listen Later Jul 4, 2023 32:03


    Ferris Bueller — 'Life moves pretty fast. If you don't stop and look around once in a while, you could miss it.'Carly and Katie put their mind to creating something special.  But because they have not yet hit that final goal they sometimes forget to congratulate themselves on just how far they have come. In this episode, you will learn how just 3 pieces of content per week can win you as much business as you need. Connect to Carly here  www.linkedin.com/in/carly-shaw-fccawww.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Anticapitalistic Accountant Finds The Balance

    Play Episode Listen Later Jun 13, 2023 43:56


    Meet Scott Johnson, a bit of a punk in my opinion.  And I mean that with the kindest of intentions seeing as I am a bit of a punk myself.  Punk, Pirate,  all round good fella. An anti-capitalist that doesn't have all the answers but is definitely raising some pretty interesting questions. If you are interested in this planet and wondering what small things you can do to help.  This episode is for you.  Connect with Scott here www.linkedin.com/in/scott-johnson-15048b117There's no double entry on a dying planet! www.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Pratheesh Chambeth - Do good and throw it in the river

    Play Episode Listen Later Jun 6, 2023 44:40


    Have you ever considered outsourcing your accounting work to a team in India?  Meet Pratheesh, an outsource team provider and automation specialist.  If you are looking at reducing friction, getting back time and upskilling your team this is the podcast for you. Connect with Pratheesh here > https://www.linkedin.com/in/pratheeshchambeth www.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Francesca Tricario - Document the journey

    Play Episode Listen Later May 16, 2023 34:56


    Why would over 60,000 people follow an accountant on LinkedIn? Well, listen to this chat with Francesca and you might just find out. Growth is not something that just happens. Growth is something you make happen. https://www.linkedin.com/in/francesca-tricarico-fmaat-b18121117/www.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Rachel Harris - Show, don't tell

    Play Episode Listen Later May 9, 2023 48:17


    Welcome back to the show Rachel Harris! Scaling from 50 to 700 clients in 2 nearly three years is no accident but if you have ever looked at Rachels marketing you might wonder how does she fit it all in. Rachel joins me again to talk about this in more detail and give us an insight into how Accountant_She can help you at Accountex this.https://www.linkedin.com/in/rachel-harris-mba-cmgr-mcmi-maat-a3192372/www.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Lucy Cohen - Don't call me Sir

    Play Episode Listen Later May 2, 2023 36:58


    Mazuma Money is an accounting brand that has always interested me from a marketing perspective and I have to say that after talking with Lucy Cohen I am more sold on the approach than ever before. Lucy generously shares insights from her 17 years Mazuma journey. We also talk about the 7 or 8 discussions she will be a part of at Accountex and what feminism means to her. www.linkedin.com/in/lucycohen www.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Will Farnell - The Human Firm (Book Launch)

    Play Episode Listen Later Apr 25, 2023 32:14


    The accounting evolution and The Human Firm is a concept that I first heard about at Accountex last year when I caught Will Farnell's presentation. I remember walking away because I wanted to squeeze in another speaker but I returned pretty sharpish because I needed to hear more from Will. I hope you enjoy this podcast as much as I did. www.linkedin.com/in/willfarnellwww.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Tim Compton - Check yourself before you wreck yourself

    Play Episode Listen Later Apr 18, 2023 38:22


    Imagine attending Accountex one year and then appearing on a panel the following year. That is exactly what happened to Tim and I in 2022. Join me as we reminisce and discuss what we are up to this year and a little about what you can expect from Sage too. www.linkedin.com/in/timothyjcomptonwww.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Paula Cohen - Why are you being so boring?

    Play Episode Listen Later Apr 11, 2023 37:35


    Hands up if you think that Accountants Are Sexy is a good name for this podcast (yes, I want you to put your hands up even if you are walking in the park). Well, my creative brain is not the only person responsible for this genius. Meet my guide and mentor, Paula Cohen. www.linkedin.com/in/paulacohen1www.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Gordon Frew - Change your life in your lunch break

    Play Episode Listen Later Apr 4, 2023 37:55


    Hands down this is one of my favourite ever podcasts.  Gordon was in my network for a while but it wasn't until I joined his Fit As Fork program and started learning more about how he works with clients did I realise the power in what he does.  Don't just listen to me, listen to the podcast and let me know if you are inspired to join his session at Accountex Connect with Gordon here > www.linkedin.com/in/gordon-frewGrab your Accountex Tickets here > www.accountex.co.ukwww.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Caroline Hobden - Wondering if Accountex is worth it?

    Play Episode Listen Later Mar 28, 2023 34:24


    Warning: Only listen to this episode if you want to be persuaded into coming to Accountex London.   Caroline's enthusiasm is ridiculously infectious.Caroline shares some of her highlights from last year and a few sneaky peaks into what is happening in May.   www.accountex.co.ukwww.linkedin.com/in/caroline-hobden-62888519www.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    Alison Edward - Bringing balance to my niche

    Play Episode Listen Later Mar 14, 2023 38:26


    Alison Edward likes to keep things balanced.   Which is one of the reasons she struggled with the idea of niching her bookkeeping practice.   That is of course until she looked at niching from a different perspective.  Connect with Alison www.linkedin.com/in/alisonedward And don't forget to catch us at Accountex www.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    E55: Ash Gibson - Xero

    Play Episode Listen Later Mar 7, 2023 36:19


    Ash Gibson joins me to talk about how Accountants can use the power of storytelling in their marketing. Listen out for when we talk about the Xero TV adverts and let me know your thoughts. You can connect with Ash here ....https://www.linkedin.com/in/gibsonashleigh/https://twitter.com/ashtronwww.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    E54: Vicki Jakes The Social Ads Squad

    Play Episode Listen Later Feb 28, 2023 51:21


    Vicki joins me to talk about marketing in 2023.  We discuss the heyday of yesteryear and give some insight into how you could use ads to increase the volume of leads in your practice. Catch up with Vicki here... https://twitter.com/heyvickijakeshttps://www.linkedin.com/in/vickijakeshttps://socialadssquad.comwww.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    E53 Leigh Stallard - Satago

    Play Episode Listen Later Feb 21, 2023 38:27


    Change management, digital transformation, and wtf has Obi Wan got to do with accountants? https://www.linkedin.com/in/leighstallardhttps://www.satago.com/ www.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    E52 Jonathan Reeves

    Play Episode Listen Later Feb 14, 2023 31:28


    Think MTD has gone away?  You need to think again. Jonathan Reeves explains why you might be thinking about MTD all wrong and what you need to do about it. Connect with Jonathan here > www.linkedin.com/in/allowingyourbusinesstogrowwww.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    E51 Kayleigh Graham

    Play Episode Listen Later Feb 7, 2023 38:24


    Racism and unconscious bias need to be talked about in order for things to change.   Whilst most of us would not admit to being racist we still support a world where prejudice rules.  Kayleigh helps me unpack where racism shows up and gives practical advice on how to do more than 'not be racist Also forgive my um's and ah's, I was under the weather. Connect with Kayleigh here > https://www.linkedin.com/in/kayleighgrahamFind out about Telleroo here > https://www.telleroo.comwww.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    E50 Jordan Vickery

    Play Episode Play 33 sec Highlight Listen Later Jan 31, 2023 37:23


    This episode is a coming together of two marketing minds who solely serve the accounting community. We talk about value ladders, content strategy, and the mistakes we see accountants making when marketing their practice. Connect with Jordan here > www.linkedin.com/in/jordanvickery28Find out more about DAS here > www.digitalaccountancy.comAnd don't forget to sign up for Jordans marketing newsletter (I have, and will vouch for how good it is).-----------------------www.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    E49 Darren Owen

    Play Episode Listen Later Jan 23, 2023 40:41


    Imagine a utopian business arrangement where everyone worked harmoniously, the people were happy, secure and rewarded for their commitment and you were not limited to progression just within your own operation but could move freely between those in a group.Connect with Darren www.linkedin.com/in/darrenowen1Want to join the webinar on 27th February?  Connect with Kelli or Darren and ask for an invite.  www.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

    darren owen
    E48 Carl Reader

    Play Episode Listen Later Jan 22, 2023 43:49


    Do you want to Boss It?  I know just the person to help! Let me introduce Carl.  The chances are you have already heard of Carl and might possibly have read his book Boss It.   He is a force within the accounting community, the owner of D&T accountancy, Young Enterprise board member and best selling author and in demand Keynote.  Find out how he does it all in this episode of Accountants Are Sexy, Change My Mind. https://www.instagram.com/carlreaderhttps://www.linkedin.com/in/carlreaderwww.accountingpirates.com www.linkedin.com/in/kellidoorneWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

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