Best Practice in Accounting

It's the "Best Practice in Accounting" show, usually going out every Thurs to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to.In today's episode 30, "What Works for Accountants to Get Paid Promptly."Rob Brown interviews accounting celebrity Carl Reader on pricing and positioning plus how accountants can be paid better and faster for what they do. Against the backdrop of recession, downturn and economic uncertainty, accountants should be putting certain processes in place for prompt payments from clients. Lots of takeaways for accountants on the business of running an accounting firm. We cover lock up, work in progress, outstanding debts, automatic payments and best practice payment strategies.*** Please make sure as we shut down this show that you're subscribed to our flagship show going forward: Success in Accounting. This will become the Accounting Influencers Podcast from early Feb 2023. ***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/accountinginfluencersMentioned in this episode:Dead Show / YouTubeThis is for episodes in Networks we no longer use

It's the "Best Practice in Accounting" show, usually going out every Thurs to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to.In today's episode 29, "The Difference Between Client Needs & Client Wants"Check out the video version of this episode here on Youtube: [LINK]Rob Brown and Will Farnell discuss new book 'The Human Firm', how accounting firms can differentiate beyond technology and the importance of good client conversations.» how an accountant's relationship with their clients has been lost over the years» why so much of what accounting firms do is easily replicated, so there is really only one way for a firm to differentiate» the main obligations of accountants in explaining why certain things are important for their clients» what leads clients of accounting firms to get confused between what they want and what they really need» the problems that occur when accountants have blind spots in their offerings and their clients also don't know what is on offer» how some accounting clients are lost to competition because their current advisors don't help them enough» what really works for accountants to fully meet their client demands, especially with a better KYC processBe sure to subscribe to the Success in Accounting podcast going out every Monday - this will soon revert back to its old name Accounting Influencers Podcast.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 videocontent: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencerhttps://www.facebook.com/accountinginfluencersMentioned in this episode:Dead Show / YouTubeThis is for episodes in Networks we no longer use

It's the "Best Practice in Accounting" show, usually going out every Thurs to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to.In today's episode 28, "The Full Impact of ChatGPT and AI in Accounting"Here is the transcript for this show, generated by ChatGPT with some smart AI prompting questions:Hello, and welcome to the podcast. In this episode, we will be discussing the impact of ChatGPT, or Generative Pre-training Transformer, on the world of accountants and CPAs.First, let's define ChatGPT. It's a machine learning model developed by OpenAI that is able to generate human-like text and can be used to assist accountants and CPAs in a variety of tasks.But how did ChatGPT come about, and why is it making waves in so many industries? ChatGPT was developed by OpenAI, a leading artificial intelligence research lab, as a way to improve natural language processing. It builds upon the concept of pre-training, which involves training a model on a large dataset to recognize patterns and relationships in language. By pre-training a model on a massive amount of text data, it can then be fine-tuned for specific tasks, such as translation or language generation.The development of ChatGPT marked a significant step forward in the field of natural language processing and has led to its widespread adoption in a variety of industries.Now, let's dive into how ChatGPT can help accountants and CPAs.One way it can assist is by generating reports and documents. Imagine having to create a financial report for a client. This can be a time-consuming and tedious task, but with ChatGPT, you can simply input the necessary data and let the model do the rest. It will generate a professional, accurate report in a fraction of the time it would take a human.Another way ChatGPT can be useful is by providing data analysis. It can be trained to analyze financial data and provide insights and recommendations based on that analysis. This can be especially helpful for accountants and CPAs who are looking to make informed decisions for their clients.ChatGPT can also be used to automate routine tasks, such as data entry and reconciliation. This can free up time for accountants and CPAs to focus on more complex tasks, improving efficiency and productivity.Finally, ChatGPT can even be used to provide customer service. It can handle basic customer inquiries and provide information to clients, allowing accountants and CPAs to focus on more complex tasks.So, as you can see, ChatGPT has the potential to significantly streamline processes and improve efficiency for accountants and CPAs. But what about the potential drawbacks? Some disadvantages of using ChatGPT include the initial setup and training, which can be time-consuming and costly. Additionally, ChatGPT is still limited in its capabilities and may not be able to handle more complex tasks. Finally, using ChatGPT may create a reliance on technology, and if there are issues with the system, it could disrupt work and cause delays.Now, let's take a look at some statistics to give you an idea of the potential impact ChatGPT could have on your practice and your clients: According to a recent survey, over 70% of accountants and CPAs believe that machine learning will significantly change the way they do business in the next 5 years.Another study found that the use of artificial intelligence in accounting could save up to 400 million hours of manual data entry per year. One company that implemented Chat GPT saw a 25% increase in productivity and a 10% reduction in errors.These statistics show that ChatGPT has the potential to significantly impact the world of accountants...

As part of this Best Practice 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.Your commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/We cover the following areas in these bonus episodes:A. 2022 in 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?◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show...

As part of this Best Practice 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.Your commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/We cover the following areas in these bonus episodes:A. 2022 in 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?◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show...

It's the "Best Practice in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 25, "Managing Capacity - What Works For Accounting Firms" with special guest Carl Reader, founder of d&t accountants and bestselling author of BOSS IT. https://www.linkedin.com/in/carlreaderYou can also watch this on youtube here: https://youtu.be/OTlXwkmg37YKey takeaways from this episode include: ✩ how economic policies have so many knock-ons for business and talent shortages ✩ the primary drivers behind the great resignation and why that is now over ✩ why accounting firms need to be much smarter with their current staff to create stable capacity ✩ practical strategies that accountancy practices can implement to manage their current talent capacity ✩ the "Parable of the Lady and the Ham" and how it applies to many modern day accounting firms ✩ what technology can do to help accountants increase their capacity and enhance client experience ✩ what innovation in recruitment might look like for accounting firms to bring different kinds of people into their workforceCheck out this episode with Carl Reader "New Community for Accountants - ProNation Launches" here on YouTube: https://youtu.be/wvrO5p-nqKw and as episode 25 of the Insights in Accounting podcast here: https://bit.ly/3FBF7VGJoin ProNation "the Accounting Community You Wished You'd Found Sooner" - helping accountants and bookkeepers build a firm that works for them.https://jointhenation.co.uk◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show:

It's the "Best Practice in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 24, "Accountants: When to Ask for Help, Support & Advice" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohenYou can also watch this on youtube here: https://youtu.be/FVg221_pqRUKey takeaways from this episode include:✔ the main reasons why it is difficult for accountants to ask others for advice and support✔ how to recognise when you as an accounting, bookkeeping or fintech professional need to reach out for support✔ the downsides of not asking for help and support, and the toll it takes on mental health✔ identifying signs of burnout and overwhelm in high pressure jobs✔ the kind of people you should ask for help and support if you need some external accountability, advice or support◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencer

It's the "Best Practice in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 23, "The Great Resignation & Other Myths in Accounting" with special guest Martin Bissett, founder of the Bissett Group and co-founder of Accounting Influencers. https://www.linkedin.com/in/martinbissettYou can also watch this on youtube here: https://youtu.be/NTh3Uu_imMwKey takeaways from this episode include:⇢ speaking some truth into the great resignation, calibrating careers and quiet quitting in the accounting profession⇢ fact - people don't leave organizations, they leave individuals (bad jobs vz bad bosses in accounting)⇢ asking accounting and fintech leaders - 'why would good people want to work for you?'⇢ why some accounting partners believe their own hype and don't get that their practice might not be as good a place to work as they thinkJoin ProNation "the Accounting Community You Wished You'd Found Sooner" - helping accountants and bookkeepers build a firm that works for them.https://jointhenation.co.uk◣━━━━━━━━━━━━━━━━━━━━◢Check out all 5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencer

It's the "Best Practice in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 22, "Best Practice Tips for Vision in Accounting Firms" with special guest Will Farnell, founder of innovative UK accountancy firm Farnell Clark and author of The Digital Firm. https://www.linkedin.com/in/willfarnellYou can also watch this on youtube here: https://youtu.be/xD6sygr4vGoKey takeaways from this episode include:➠ the benefits of setting up an accounting firm with no preconceptions to you can start from scratch with a client focused approach➠ how clarity on vision and purpose can be a key differentiator for accounting practices ➠ the direction and drive that comes from a clear purpose and vision in accountancy firms➠ initial steps for accounting firms who haven't properly crafted their purpose and vision➠ what external facilitation and objectivity helps massively to help accounting firms create their vision and values➠ how complexity and diversity in larger accounting firms can make a united vision harder➠ why having a firm personality is as important as the personality of key leaders and owners➠ what leads to confusing branding and positioning for accounting firms with vague visions➠ the three words that should feature in any accounting practice vision statementSee also Will Farnell's previous interview: "The Power of Purpose & Vision for Accounting Firms" on our Insights in Accounting podcast here: https://bit.ly/3fVxsYZ or on Youtube here: https://youtu.be/FTaTuuWo0jg◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show:

It's the "Best Practice in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 21, "Implementing Tech & Software in Accounting Firms" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohenYou can also watch this on youtube here: https://youtu.be/pcus3njbo8cKey takeaways from this episode include: the challenges accounting professionals face in making decisions on which tech and software to choose the importance of a peer group, community and a trusted network to help make better tech decisions for better ROI dealing with the lure and persuasive selling techniques of software vendors with sales targets why the hardest part of making a tech decision is the adoption and integration into the business the critical steps in a software implementation plan for accounting firms tips for dealing with the people side of tech implementation in accountancy practices what happens when accountants and accounting firm leaders get things wrong with their tech decisionsMentioned in this show: "App & Tech Overwhelm - the Lure of Software Vendors" featuring Lucy Cohen - check out episode 22 of our show UK Matters in Accounting and watch it here on YouTube: https://youtu.be/IB8K0raG_HYJoin ProNation "the Accounting Community You Wished You'd Found Sooner" - helping accountants and bookkeepers build a firm that works for them.https://jointhenation.co.uk ◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show:

It's the "Best Practice in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 20, "How Accountants Can Be More Productive by Working Less" with special guest Carl Reader, founder of d&t accountants and bestselling author of BOSS IT. https://www.linkedin.com/in/carlreaderYou can also watch this on youtube here: https://youtu.be/zZfzY20IAUgThanks to our newest sponsor of this show ProNation, the accounting community you wished you'd found sooner. To find out why three heads are better than one, go to https://jointhenation.co.uk/Key takeaways from this episode include:✶ one of the core problems that limits all people in all jobs, especially accounting and fintech✶ why working harder is not necessarily better for accountancy professionals✶ the other important aspects of being a working professional aside from the billable hours✶ the five different kinds of work that accountants engage in, and which take up the most time✶ the importance of ideation, innovation and inspiration for technically smart professionals and entrepreneurs✶ why a $1000 moment is better than a $200 hour for any business professional✶ what more time spent on ideation can do for accounting practices in driving growth and innovation✶ the problems in productivity caused by slavery to your email inbox and instant messages✶ how to avoid falling into the pandemic culture of longer virtual meetings✶ how accountants can engage in more creative ideation for problem solving and being more productive✶ Book recommendation - "Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork" by Dan Sullivan & Benjamin HardySource for today's piece: https://www.fastcompany.com/90739838/you-just-might-be-more-productive-if-you-work-less◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show:

It's the "Best Practice in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 19, "Overcoming Failure to Implement in Accounting Firms" with special guest Will Farnell, founder of innovative UK accountancy firm Farnell Clark and author of The Digital Firm. https://www.linkedin.com/in/willfarnellYou can also watch this on youtube here: https://youtu.be/uihawIvAmq8Key takeaways from this episode include:☞ examples of the kind of changes many accounting firms want to implement but don't or can't☞ how VUCA (volatility, uncertainty, complexity and ambiguity) and the pandemic have been catalysts for change in accountancy☞ the role of appetite for change in accounting firms and what makes some projects successful and others not☞ what stops accountants from changing and what leads to a failure to implement for accounting firms☞ how to overcome the 'time' excuse for accountants struggling to implement change☞ how the fear of change is a big obstacle for many accountants☞ the one deciding factor that should frame any change project in an accounting firm☞ how accounting firms make bad decisions about investing in technology☞ key takeaways and strategies for accountants to be more effective in implementing change☞ shout out to ProNation, a new and groundbreaking community for accounting professionals where three heads are better than one◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

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

It's the "Best Practice in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 18, "How Accountants Handle Complaints & 1 Star Reviews" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohenYou can also watch this on youtube here: https://youtu.be/uwk1959IvFcKey takeaways from this episode include:◆ the polarization of reviews and why it's usually only ever 1 star or 5 star feedback for accounting firms◆ how it's unrealistic for any accounting practice or fintech company to expect zero complaints◆ regardless of who you are and what you do, there will always be haters and saboteurs because we all have different tastes◆ the choices accountants and practices have when a bad review or complaint is posted publicly◆ the steps accountants and accounting firm professionals can take to right wrongs and make things better with complaints◆ the difference between legitimate and personal complaints for accountancy and fintech professionals◆ what accounting practices should do with complaints and poor reviews if they are valid and things need fixing◆ the importance of showing grace and patience when service isn't up to a certain standard◆ what to do when online or public complaints 'blow up' and gather social media momentum◆ the need to look at reviews on their merits, particularly if the person complaining is influential and high profile◆ the power of apologising and being contrite when people complain about your product or service◆ the part integrity and authenticity plays in engaging PR companies to 'cancel' bad reviews and why nobody can avoid bad opinions◆ shout out to the upcoming launch of ProNation, a new mentoring and coaching community for accountants◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and

It's the "Best Practice in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 17, "What Soccer Can Teach Accountants About Leadership" with special guest Carl Reader, founder of d&t accountants and bestselling author of BOSS IT. https://www.linkedin.com/in/carlreaderYou can also watch this on youtube here: https://youtu.be/fIbKSdn7ybgKey takeaways from this episode include: the comparisons on leadership with accounting practices and professional sports clubs the most important job for a leader in any business, including accountancy firms the trust required to delegate tasks as an accounting leader to people that may not be as good as you the impact of desire and ego in assigning roles in a professional firm or sports club why the leader should not actually the hero in the story of a professional organisation what it looks like when a leader's laziness is bigger than their ego shout out to Hungerford FC and Southend United soccer clubs in the UK what £1000 moments and £1m ideas look like for leaders in accounting practices in delivering big benefits what bad leadership looks like and what happens to organisations with poor leadership practical tips for 'wannabe' leaders to channel their ambition in the accounting and fintech world the importance of dress and professionalism for leaders wanting to set the right example the need for young or new leaders to revisit their management books to get the basics right with vision and communication why ongoing skills development is vital for today's leaders to stay relevant and impactful with their people shout out to ProNation, a new accounting community featuring Carl Reader, Lucy Cohen and Will Farnell◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺

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

It's the "Best Practice in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 16, "How Accountants Can Get Closer to Their Clients" with special guest Will Farnell, founder of innovative UK accountancy firm Farnell Clark and author of The Digital Firm. https://www.linkedin.com/in/willfarnellYou can also watch this on youtube here: [link from spreadsheet]Key takeaways from this episode include:➜ how making more money is not always the goal of accounting firm clients➜ what accountants and CPAs need to do and when to find out the real goals for their clients➜ what accountants started doing as a result of covid that really brought them closer to their clients➜ the many benefits to accountants and accounting firms of better client relationships and intimacy➜ strategies to help accountants be more intentional and strategic about proactively reaching out to clients➜ exactly what client experience is for accountants and why it goes beyond good client service➜ what accounting clients do when they feel loyal to your firm and are having an exceptional experience➜ how greater intimacy and frequency of client contact opens up additional selling opportunities for accountants➜ the vital 'key to the door' that unlocks a much better client experience and more quality engagement for accountantsAction: to get closer to clients, accountants should improve their onboarding, increase frequency of contact and ask better questions to uncover more business opportunities◣━━━━━━━━━━━━━━━━━━━━◢5 great shows in the Accounting Influencers Podcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencers

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

As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "The Vital Role Status Plays in Accounting Influence", we discuss how to speaks to clout or impact. Who knows you in the higher up, significant or powerful circles? Are you recognised? Do you have kudos and cache that opens doors. What access do you have to people who make decisions, command followings and hold budgets?Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/7PJA939feLc◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage:➺ Main show website. For access to every single show with full shownotes:

On As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "How Your Assets Contribute to Accounting Influence", yyou'll hear what IP do you own? What brands, movements, companies, ideas or assests have you created? Consider your body of work. your products, services, software. Your methodologies or unique frameworks. your original thinking. Your unique selling points and differentiated offerings. your lists and databases also come into this.Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/QloodsVp1xk◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage:➺ Main show...

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday.Episode 15. In today's session, "Best Steps to Profitably Grade Accounting Clients" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma.https://www.linkedin.com/in/lucycohenYou can also watch this in video format on our youtube channel:https://youtu.be/g2VEwnfQDbIKey takeaways from this episode include:☛ why getting rid of the wrong clients takes strength and a certain ability for many accountants☛ the negative consequences for accountants who will not or cannot jettison their most unprofitable clients☛ the importance of 'intention' for accountants in changing their client base and what stops them from making tough decisions☛ why it's hard for accountants to break up with their clients, even though it's the right thing to do☛ how accountants can define A-grade clients down to D-grade clients and the criteria for each category☛ the need for accountants and CPAs to be continuously reviewing their client base and calibrating relationships☛ the role of data and metrics beyond relationships that helps accountants segment their client portfolio☛ what markers might dictate whether an accounting client is more prone to churn or leave than another☛ what accountants who work for someone else can justify upwards the case for losing certain unprofitable clients☛ best practice tips for accountants to have the 'it's over' conversation with certain clients☛ shout out to ProNation, a new coaching and mastermind group that challenges the limitations of traditional 'one guru' communitiesAction - critically ask if each of your accounting clients merits a place in your portfolio. Is the juice worth the squeeze?In this show, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works.We cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing.It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world.Two caveats for listeners:First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences.Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're...

As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.In this episode, "The Importance of Platform in Accounting Influence", we discuss where do you show up? If internet 1.0 is a graveyard of dead blogs and static websites, then internet 2.0 is social media. So where can people find you? Are you accessible and reachable? Do you have a presence where people are looking, listening and learning?Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.You can also watch a video of this episode on Youtube here: https://youtu.be/RiKXNxOGVas◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Broadcast Network:❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage:➺ Main show website. For access to every single show with full shownotes:

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original namAs part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com/ (https://accountinginfluencers.com) and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "Why Your Following Is a Key to Accounting Influence", we discuss about your network. Do you have a community, a tribe or a following? How many connections, fans or friends do you have? Influence and reputation come from two things - who you know and who knows you. Take the test at https://accountinginfluencers.com/ (https://accountinginfluencers.com) and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/XUp3Jpm5Wakk (https://youtu.be/XUp3Jpm5Wakk) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm/ (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show:...

As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com/ (https://accountinginfluencers.com) and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "The Power of Writing to Build Accounting Influence", we discuss the root word of authority = author. So where do you show up in the written word? This is your thinking, your thought leadership, your opinions and insights that comes out in blogs, articles, books and a whole array of content. Take the test at https://accountinginfluencers.com/ (https://accountinginfluencers.com) and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/6DqYQhZZa9E (https://youtu.be/6DqYQhZZa9E) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm/ (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all podcast interviews and bonus video content:...

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. Episode 14. In today's interview, "Personal Net Worth, the Accountant's Secret Weapon." Key takeaways from this episode include: ☑ what a good accountant does when talking to a client and what a great accountant does better ☑ how a personal net worth position helps the clients of accountants and CPAs ☑ why the individual's goals matter as much as the company's goals for the clients of accounting firms ☑ where the 'personal net worth' conversation can lead a good accountant with additional services and recommendations ☑ how the 'compliance mindset' of many accountants closes down higher level conversations with their clients ☑ why the best accountants recognise they need to have the questions more than the answer to serve clients ☑ the 'phrase that pays' for accountants and CPAs to position the personal net worth conversation with clients Action - focus on the personal as well as the business side of accounting clients to (1) serve them more diligently and (2) create more advisory opportunities. In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing. It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world. Two caveats for listeners: First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences. Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability. Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you. Ultimately, it's just insight though. Knowledge is easy to find but not to easy to make sense of and make part of your offering, your authority, your expertise. You've got to take some action, share it with others, use it somehow for it to become powerful. Weave it into your thinking, your client interactions, your team meetings, your everyday conversations. That's what's going to move you from good to great in your accounting role. ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations,...

As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com/ (https://accountinginfluencers.com) and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "Bonus: Speaking as a Key to Accounting Influence", we discuss what stages have you stood on? What audiences have you addressed? Think about broadcasts you've made, podcast appearances, panels you've sat on, interviews you've done, talks you've presented. Take the test at https://accountinginfluencers.com/ (https://accountinginfluencers.com) and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/B2hkV8j-QOg (https://youtu.be/B2hkV8j-QOg) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm/ (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all podcast interviews and bonus video content:...

As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com/ (https://accountinginfluencers.com) and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "The Role of Track Record in Accounting Influence", you'll hear about how to consider the results you've brought about, the impacts and outcomes of your interventions. And not just one offs, but consistently over time. longevity in the game speaks to consistency and repeated success. Muhammad ali - it aint bragging if you've done it. but so many so called influencers are just hot air and hype. So what endorsements, testimonials, case studies and recommendations do you have? Take the test at https://accountinginfluencers.com/ (https://accountinginfluencers.com) and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/QscmCnM_12g (https://youtu.be/QscmCnM_12g) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm/ (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show:...

As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com/ (https://accountinginfluencers.com) and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "The Vital Role of Character in Accounting Influence", you'll hear that character speaks to how likeable and trustworthy you are. Do you keep your promises and commitments? Are you easy to work with? Are you agreeable and reliable, or confrontational and a diva? What are you like with relationships, partnerships, alliances and negotiations? Are you real and authentic, and even a bit vulnerable? Or do you have different faces/personalities for different people? Are you value driven and principled? Take the test at https://accountinginfluencers.com/ (https://accountinginfluencers.com) and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/KahzRYZbzt0 (https://youtu.be/KahzRYZbzt0) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm/ (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer...

On behalf of the Accounting Influencers Podcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works. Episode 13. In today's interview, "Best Practice for the Accounting Annual Review." Key takeaways from this episode include: ☑ why many accounting firms don't really offer all the things their website says they do ☑ the difference between annual reviews and year end tax meetings for accountants ☑ what questions a conscientious accountant should be asking a client as part of an annual review ☑ the marketing and business development benefits for accountants of doing annual reviews ☑ what's wrong with the excuse from accountants "I don't have time to do annual reviews for clients" ☑ what is lacking from some accountants in so-called annual client reviews ☑ what some accountants miss in serving clients by not doing the simple and basic things very well ☑ two questions an accountant or CPA can ask their clients to turn a good annual review a great one ☑ good responses to annual review questions that can create more opportunities for accountants to serve their clients Action - Do annual reviews for your clients. If you already do them, do them better by incorporating some of the approaches and questions in this episode. In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing. It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world. Two caveats for listeners: First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences. Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability. Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world....

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

As part of this Best Practice in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com/ (https://accountinginfluencers.com) and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "Measuring Your Professional Influence in Accounting", you'll hear valuable context on the importance of influencer in gaining the attention of peers and prospects. People follow leaders and influencers, even if they are introverts. Influence is a powerful currency. It gets impossible things done and tough things done faster. It opens doors and closes sales. It creates advocacy and reputation. In the accounting and fintech world, strategic partnerships and high level referrals come from your ability to trade your influence for dollars, deals and celebrity status. Take the test at https://accountinginfluencers.com/ (https://accountinginfluencers.com) and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/6_VPa-Naze4 (https://youtu.be/6_VPa-Naze4) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm/ (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! Follow Accounting Influencers - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest...

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. In this show, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works. Episode 12. In today's interview, "Why Likeability Helps Accountants to Help Clients" Discover the importance of likeability in building trust and credibility in your accounting role. The margins for accountants to differentiate from their competition are very small. Whether people actually like you can become a significant factor in whether they hire you, promote you and recommend you. You'll hear 3 specific suggestions that increase likeability to enhance your performance. Action - Listen to the three suggestions made in this episode and pick just one in your accounting or fintech role to intentionally focus on to be a bit more likeable. In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing. It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world. Two caveats for listeners: First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences. Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability. Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you. Ultimately, it's just insight though. Knowledge is easy to find but not to easy to make sense of and make part of your offering, your authority, your expertise. You've got to take some action, share it with others, use it somehow for it to become powerful. Weave it into your thinking, your client interactions, your team meetings, your everyday conversations. That's what's going to move you from good to great in your accounting role. ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights,...

***APOLOGIES*** For introducing this show as our 'Success in Accounting' podcast on the audio. On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works. Episode 11. In today's interview, "Harnessing Client Advisory Boards in Accounting." Key takeaways from this episode include: Episode 11. In this episode, Rob Brown and Martin Bissett reveal how one progressive accounting firm has introduced client advisory boards to differentiate themselves and get closer to their clients. Key takeaways from this episode include: ⫸ what success in accounting might look like and how it might be measured ⫸ how the most successful people are generally not bragging about it on social media ⫸ case study of a cutting edge accounting firm in Scotland who decided to adopt a traditional client experience idea and give it a twist ⫸ what a client advisory board actually means for an accounting practice ⫸ how accountants can choose about who to invite to their client advisory boards ⫸ the rules for running a premier client advisory board meeting in accounting firms ⫸ choosing the optimum agenda for client advisory board meetings and what clients really need to spend time on ⫸ how client advisory boards can lead to additional service lines and advisory opportunities for accountants ⫸ the two bonus outcomes for accountants who introduce client advisory boards ⫸ a three step plan for accountancy firms to get started with their first client advisory board Key action - explore how your firm might start a client advisory board to give your clients something better/different and bring them closer to what you're doing. ◣━━━━━━━━━━━━━━━━━━━━◢ In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing. It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world. Two caveats for listeners: First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences. Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development,

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. In this show, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works. Episode 10. In today's interview, "Accountants - a Simple Question to Double Your Fees]." Martin Bissett talks through an excellent case study of an accounting firm partner disagreement on raising fees and the fears/obstacles that get in the way of fee conversations. Learn why it's better to scale down the work you do and earn the same fees. Action - Learn and use the killer phrase that Martin gives you in this recording to have easy 'added value' conversations with your accounting clients. Check out this related show: "A Great Way to Solve Accounting Partner Politics" https://best-practice-in-accounting.captivate.fm/episode/a-great-way-to-solve-accounting-partner-politics (https://best-practice-in-accounting.captivate.fm/episode/a-great-way-to-solve-accounting-partner-politics) In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing. It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world. Two caveats for listeners: First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences. Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability. Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you. Ultimately, it's just insight though. Knowledge is easy to find but not to easy to make sense of and make part of your offering, your authority, your expertise. You've got to take some action, share it with others, use it somehow for it to become powerful. Weave it into your thinking, your client interactions, your team meetings, your everyday conversations. That's what's going to move you from good to great in your accounting role. FOLLOW US ON SOCIAL MEDIA: We'd love to get to...

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. In this show, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works. Episode 9. In today's interview, "Accountants - the Power of Interviewing Your Clients." Martin Bissett shares examples of how accountants can ask more and better questions to gently but effectively interview your clients to collect success stories about the impact they make. Hear a specific example of the onboarding process for new clients and why it's such a rich area to glean great stories from. Action - Pledge to find out more from your clients about what's really working for them, what's really making a difference and how you can help them more. ----------------------- In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing. It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world. Two caveats for listeners: First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences. Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability. Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you. Ultimately, it's just insight though. Knowledge is easy to find but not to easy to make sense of and make part of your offering, your authority, your expertise. You've got to take some action, share it with others, use it somehow for it to become powerful. Weave it into your thinking, your client interactions, your team meetings, your everyday conversations. That's what's going to move you from good to great in your accounting role. FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage:

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works. Episode . In today's interview, "When Brand Identity Fails in Accounting Practices." Today's story concerns an accounting practice looking to set themselves apart with a more advisory focus than compliance. The brand identity and avatar was all set up - all best practice with brand and marketing. But there was one critical piece of the puzzle not considered. Listen and find out, and learn the necessary lessons to ensure your firm takes the courageous decisions with things like brand. Action - keep your nerve when you have a good idea - sometimes the audience is not as courageous as you are in your accounting firm. In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing. It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world. Two caveats for listeners: First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences. Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability. Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you. Ultimately, it's just insight though. Knowledge is easy to find but not to easy to make sense of and make part of your offering, your authority, your expertise. You've got to take some action, share it with others, use it somehow for it to become powerful. Weave it into your thinking, your client interactions, your team meetings, your everyday conversations. That's what's going to move you from good to great in your accounting role.

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works. Episode 7. In today's interview, "What Caring Looks Like for Accounting Professionals." Martin shares the story of Tom, an accounting client with a manufacturing company and living close to 'the neighbors from hell.' The tale is one of client retention and really making a difference for your accounting clients ultimately in ways that have nothing to do with tax or business. Action - be future-focused and forward-thinking as an accountant, and ask about your client's personal as well as commercial circumstances. In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing. It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world. Two caveats for listeners: First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences. Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability. Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you. Ultimately, it's just insight though. Knowledge is easy to find but not to easy to make sense of and make part of your offering, your authority, your expertise. You've got to take some action, share it with others, use it somehow for it to become powerful. Weave it into your thinking, your client interactions, your team meetings, your everyday conversations. That's what's going to move you from good to great in your accounting role.

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works. Episode 6. In today's interview, "How One Woman Owned a Lucrative Accounting Niche." Key takeaways from this episode include: ➼ how being different is not always the answer for accounting firm positioning as different can mean worse ➼ the story of a female CPA who made a name for herself with superb personal positioning ➼ how a female accountant created a unique personal brand platform to grow her firm ➼ shout out to Joe Calloway's 'Category of One' work in positioning your brand ➼ how technically smart professionals can harness the power of an audience that is not currently being well-served ➼ the three things your clients need to know from you as an accounting advisor ➼ questions an accounting professional can ask to identify a niche, sector or under-represented group and be their champion Action - is there an under-served or under-represented segment of your business community or world that you can stand with and represent professionally? In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing. It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world. Two caveats for listeners: First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences. Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability. Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you. Ultimately, it's just insight though. Knowledge is easy to find but not to easy to make sense of and make part of your...

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works. Episode 5. In today's interview, "Two Brilliant Examples of Accountancy Outsourcing." Key takeaways from this episode include: ➺ an example of an accounting firm business model that is very much out of the norm ➺ how far an accounting firm owner can take outsourcing ➺ what is possible for accountancy practices who are tired of the fight for talent ➺ the best way to manage outsourced or offshored accounting functions in a practice ➺ what outsourcing might do to the profitability of an accounting firm ➺ some of the 'what ifs' that arise for accounting practices who outsource their client work ➺ whether it's required or even desirable for accounting firm clients to know that their compliance is being outsourced ➺ appreciating that there is more than one way to run a firm and do many things in an accounting firm ➺ how accountants can get started with baby steps in outsourcing using a low level service line Action - if you are weary of the fight for talent and depleting margins in your accounting practice, take a serious look at outsourcing. In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing. It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world. Two caveats for listeners: First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences. Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability. Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you. Ultimately, it's...

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works. Episode 4. In today's interview, "When Accounting Practices Hit Maximum Capacity." Key takeaways from this episode include: ➺ what happens when accounting firms want to grow without employing more people ➺ the importance for accounting practices of keeping the client in mind when they implement growth strategies ➺ ranking or categorising accounting firm clients based on revenue to assess the best ones for you ➺ how simple decisions about what you do and don't do for clients will help grow your accounting firm ➺ how to position for clients that want their accountant to play a big part in their future ➺ the major benefits for an accountancy practice willing to say 'no' to certain kinds of clients ➺ how to reward your accounting firm team for choosing and delivering value to the right kind of clients ➺ what larger accountancy firms must learn from smaller ones about making decisions if they want to be more agile Action - if you are hitting a growth ceiling at your accounting firm, re-examine the kind of clients you work with and re-calibrate for those you can do the most and best work for. In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing. It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world. Two caveats for listeners: First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences. Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability. Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world.

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works. Episode 3. In today's interview, "A Great Way to Solve Accounting Partner Politics." Key takeaways from this episode include: ❊ what happens when partners disagree on major issues in an accounting firm ❊ the problems and upsides presented by 'go-ahead' partners in a traditional accounting practice ❊ a smart way to settle the compliance vz advisory argument in an accountancy firm ❊ the wisdom of setting up separate companies within accounting firms around separate service lines ❊ the importance of a win-win solution when accounting firm disagreements happen at partner level Action - when disagreements occur at higher levels in an accounting firm or office politics threaten to disrupt harmony, be creative in looking for win-win outcomes. In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing. It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world. Two caveats for listeners: First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences. Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability. Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you. Ultimately, it's just insight though. Knowledge is easy to find but not to easy to make sense of and make part of your offering, your authority, your expertise. You've got to take some action, share it with others, use it somehow for it to become powerful. Weave it into your thinking, your client interactions, your team...

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works. Episode 2. In today's interview, "Scholarships - a Accounting Talent Attraction Weapon." Key takeaways from this episode include: ✻ a case study of how a scholarship in an accounting firm created a world class leader from the entry ranks ✻ how investing in people benefits an accounting firms individuals and the wider firm at all levels ✻ first steps - getting started with a scholarship program for the rising stars at your accounting firm ✻ the role of staff development and scholarships in boosting the employer brand of an accounting practice ✻ what potential employees are looking for in an accounting career and what they need to hear from prospective employers ✻ a discussion on women in accounting and a comment on the rarity of female managing partners in a predominantly male world ✻ the starting point of identifying the talent that will thrive and benefit from investment Action - Go beyond just developing people at your firm and consider a scholarship or bursary program to boost your employer brand ◣━━━━━━━━━━━━━━━━━━━━◢ In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing. It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world. Two caveats for listeners: First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences. Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability. Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you. Ultimately, it's just insight though. Knowledge is easy to find but not

On behalf of the Accounting Influencers Broadcast Network, this is the "Best Practice in Accounting" show, going live every Thursday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this show, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation. It's all about developing yourself and your practice with real life examples, stories and case studies of what really works. Episode 1. In today's interview, "What Best Practice Looks Like in Accounting Firms." Key takeaways from this episode include: ❊ a preview of what's coming up on this show in coming weeks and months ❊ the need for real life examples of what really works for accountants in practice rather than just hype ❊ changing DEI to DEIA - diversity, equity, inclusion and accessibility ❊ why best practice is becoming harder and harder to define for accountants in this complex world ❊ the importance of drawing from genuine experts all over the world beyond Bissett and Brown Action - knowledge is cheap, so take these bite-size gems and apply them quickly to your particular situation. In this show we cover topics like leadership, trust, performance, differentiation, employer brand, values, vision, strategy, talent, skills development, industry trends, growth, marketing, communication, succession, recruitment, retention, culture, M&A, business models, pricing, digitisation, winning clients, advisory, career development, gen z/millennials, ESG, DEI, CSR, CPE/CPD, professionalism and future proofing. It's important that you stay ahead of the game by knowing the drivers of change and disruption in accounting, the behaviours/demands of businesses requiring pivots/services from accountants, the strategies of tech/software vendors in serving CPAs and accountants, the directives, thoughts and influence of regulatory bodies, professional associations and accounting institutes, and the themes, agendas and topics being talked about at accounting and fintech events all over the world. Two caveats for listeners: First, what we're giving you in this podcast are suggestions, hints, tips and strategies. Not necessarily recommendations, not legally binding, not mandated by regulatory bodies. just the thoughts, opinions and interpretations of a couple of guys with a collective 45 years of experience working with, speaking to and and training many accounting practices, vendors, networks, associations, alliances and event audiences. Second, we're not getting too technical or technological with these best practice tips. We're not qualified accountants and there are plenty of sources for technical knowledge. We're also not geeky, nerdy or product focused with the bewildering array of apps, platforms and technological solutions. We're more soft skills, personal development, general business awareness, developing entrepreneurial thinking, boosting leadership and management capability. Let's not forget what a complex, fast moving and rapidly changing world we live in. Best practice is hard to put your finger on. What worked last week, last year may not work now. Advisors and accounting professionals must constantly reinvent themselves as experts and trusted guides to individuals and business owners in a complex world. We're here to help you. Ultimately, it's just insight though. Knowledge is easy to find but not to easy to make sense of and make part of your offering, your authority, your expertise. You've got to take some action, share it with others, use it somehow for it to become powerful. Weave it into your thinking, your client interactions, your team meetings, your everyday conversations. That's what's going to move you from good to great in your accounting...