Podcasts about accountex

Tune in for a quick pitstop chat with Beth Sullivan, Marketing & Sales Coordinator at We Are PF and also a neuro-spicy mind wellness cheerleader!

Tune in for a quick pitstop chat with Sam, founder of Immersif!

Tune into a quick pitstop podcast chat with Hannah Sarre, Accounts Manager at TCSG, live from Accountex London 2025!Join Aaron and Johann, experienced accountants and entrepreneurs weekly on Ask the Accountant, where they discuss various topics revolving around the accounting industry and give business advice and updates. Every Monday from 8:30 am.Don't forget to check out all our other content such as our 'Cool Friends', 'Pitstop Podcasts' and more!https://linktr.ee/asktheaccountant#Accountant #Podcast #Bookkeeper✨ Want to turn long-form content into shorts? Try Opus clip: https://www.opus.pro/?via=5f284b

No break for us at Digi-Tools in Accrual World, we we're back straight after Accountex to cover the biggest developments in accounting tech news and fintech innovation fresh off the back of Accountex 2025. Headlines: •TaxCalc acquires Engager in a bold play to power up its practice management suite. •Bright snaps up TimeKeeper to bolster its payroll game — targeting summer 2025 for full integration. •Capium 365 launches to support MTD ITSA, offering a simplified, client-facing bookkeeping tool. •FreeAgent drops multiple updates, including Find & Fix, Management Reporting, and AI-powered invoice capture via Jenesys. •Dwayne Jackson returns with a free CIS compliance app — smart move or Trojan horse? Or both? •QuickBooks introduces usage caps across plans — time to check your limits. •Rippling raises $450m, but the Deel lawsuit adds drama to their $16.8B valuation. •Xero launches Tap-to-Pay via Stripe — now your phone is your card reader.   We also recap our own Accountex circus antics, explore community feedback on our upcoming Digital Transformation Certification, and tease what's next for accountants looking to modernise.   Perfect for accountants, CFOs, and tech-curious bookkeepers looking to stay ahead of the curve.   00:00 Coming Up 01:05 Intro   09:27 App News 09:31 TaxCalc acquires Engager to boost practice management offering 14:10 Bright acquires TimeKeeper to enhance payroll offering 15:50 Capium launches Capium 365 to tackle MTD complexity 18:28 FreeAgent and Powdr partner on financial modelling for startups 18:57 FreeAgent integrates with Jenesys for AI-powered insights 19:16 FreeAgent unveils new features and AI partnership at Accountex 2025 21:04 KashFlow founder launches CIS compliance app 25:07 QuickBooks introduces usage limits across plans 26:39 Rippling raises $450m at $16.8bn valuation 29:34 Xero launches Tap to Pay for UK businesses      32:23 Close

It's official — Engager and TaxCalc are engaged!

This episode didn't start in my usual car studio — it started with a chaotic morning, major traffic on the M25, and me arriving 25 minutes late to speak at Accountex. But that stressful journey turned into a powerful lesson. In this episode, I share what happened, and more importantly, what it reminded me about decision-making, momentum, and why perfection is overrated. I talk about: The mindset shift that helped me go from overthinking to taking bold action Why waiting until everything is “perfect” will keep you stuck How to build momentum even when you don't have clarity Why caring what others think is holding you back more than you realise And a simple way to create accountability to follow through If you've been putting off a key decision or waiting for the ideal moment to start — this episode is your sign. You don't need to be great to start. But to be great, you have to start. --------- If you've enjoyed my podcasts, here's how you can get more value from me: Free stuff Get a free copy of my book The Four Pillars from here Watch a short 8 min video on how you can win new clients whilst you sleep here Join 1500+ accountants owners in the Profitable Accountant Free Facebook group My inner-circle Join 150+ accounting firm owners in the Profitable Accountants Community (the PAC) to get access to the tools, training and tribe to help you grow your firm - without wasting time and money doing it the hard way. Join the PAC NOW! For larger sole practitioner firms wanting more support, direction and accountability, access the Profitable Accountants Mastermind including 1-2-1 access to me If you're going to create an account and use OnlineJobs.ph use my affiliate link here and i'll get a few pennies back in return to fund my coffee addiction

Join Aaron and Johann, experienced accountants and entrepreneurs, weekly on Ask the Accountant, where they discuss various topics revolving around the accounting industry and give business advice and updates.Every Monday from 8:30 am.Want to find out more:https://linktr.ee/asktheaccountant#ACCOUNTANT #PODCAST #BUSINESS

In this episode of Digi-Tools in Accrual World, we discuss the rapid advancements in AI and their impact on the accounting profession, looking at an insightful report by LinkedIn predicting that 70% of workforce skills will be replaced by AI within five years, and touch on the significant replacement of the bookkeeping workforce.  Updates and innovations from FreeAgent, XLedger, and Dext are highlighted, alongside an engaging interview with Dom Gibbs from S&W and Laura from Xledger, covering strategic outsourcing and technology's role in transforming finance functions.  PLUS previews of what we're up to at Accountex this year! Accountaxe: https://www.eventbrite.co.uk/e/accountaxe-2025-london-tickets-1235998257059 How to effectively partner with vendors: https://www.eventbrite.co.uk/e/digital-transformation-training-tickets-1338884693159 00:00 Coming Up 01:04 Intro 02:25 Accountex Previews  05:46 App News 05:51 The Accountant 2 07:46 Agentic AI edges closer to mainstream accounting adoption 16:25 FreeAgent expands integrations with Stripe and more 18:32 Dext launches Vault for AI-powered document storage 21:24 Dext rolls out supplier statement matching features 24:04 BILL expands into procurement and cashflow management 26:30 BILL powers Xero's US online bill payments 28:41 Xero highlights April's newest app integrations 31:15 Process Outsourcing at scale 48:28 Outro

In this episode of De-Stress Your Business, Alexis Kingsbury explores how professional services firms can easily create compelling case studies using AI.    Despite the value of case studies, firms often avoid them due to the time and effort required. Alexis introduces a streamlined approach using a simple checklist and AI prompts to convert rough notes into polished case studies.    Learn the steps to gather essential information, prompt AI for drafting, and finalize case studies efficiently, enabling even junior staff to handle the task.    ---   Helpful resources: Accountancy Playbook - Win More Ideal Clients: https://discover.airmanual.co/resources/win-more-ideal-clients Alexis speaking at Accountex 2025: https://www.accountex.co.uk/london/event/how-to-get-the-best-out-of-your-people-even-if-theyre-terrible/ Example of a case study created using this approach: https://airmanual.link/case-study/tennick More Playbooks: https://www.airmanual.co/resources

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Caroline Hobden, Portfolio Director for Accountex. Caroline discusses the global impact of AccountEx events, the evolution of bookkeeping communities, and how these gatherings facilitate learning and collaboration for finance professionals around the world. From London to Canada and Spain, Accountex has been at the forefront of showcasing innovation and fostering connections within the industry. Caroline shares insights about the importance of adapting to regional differences, the role of professional bodies, and how Accountex is shaping the future of the bookkeeping profession. What Listeners Will Learn: The Global Scope of Accountex: Highlights from events in London, Spain, Canada, and beyond. Regional Differences: How bookkeeping and accounting vary by country, including regulation, technology adoption, and community engagement. Building Community: The value of collaboration and sharing expertise within the bookkeeping profession. Technology and Innovation: Emerging trends like AI, e-invoicing, and cybersecurity in finance. What to Expect at Accountex London 2024: Insights into the largest AccountEx event in the UK. Timestamps: 0:00 – Introduction 0:31 – Meet Caroline Hobden 1:13 – The AccountEx Portfolio: Events Around the World 3:34 – The Rapid Growth of AccountEx Spain 4:28 – The Universal Need for Community in Bookkeeping 6:06 – Regional Challenges: Regulation, Technology, and Mindsets 8:02 – The Collaborative Nature of Bookkeeping 9:14 – Learning from Global Bookkeeping Practices 10:46 – AccountEx London: What's Coming in May 2024 ---------------------------------------- HOW TO WORK WITH US We help bookkeepers earn more from bookkeeping. Work with us for £199 per month in The Bookkeepers' Collective.

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Is your accounting firm drowning in outdated practices, losing clients, and missing out on opportunities due to a lack of modernization?    Many accounting and bookkeeping businesses find themselves trapped in the past, struggling with inefficiencies, outdated technology, and an inability to meet the evolving demands of the industry.    This stagnation can lead to frustrated staff, dissatisfied clients, and a constant battle to keep up with competitors who are leveraging the latest innovations. The pain of falling behind is real, and it's affecting your bottom line and your peace of mind.   That's why in today's podcast, we're speaking with Mark Lee, a true trailblazer in the world of accountancy. Mark is a highly respected speaker, mentor, and influencer who has helped countless firms modernize their practices and thrive in the digital age.    With a career spanning over three decades, Mark has transformed accounting practices through innovative technology, earning recognition as one of the top 100 global business influencers by Sage.    His influence extends beyond technology; he chairs the UK's largest network of specialist tax advisers and has received the prestigious "Outstanding Contribution" award at Accountex 2024. Mark's thought leadership and expertise have made him a sought-after mentor, guiding firms to new heights of efficiency and profitability.   Our conversation dives deep into: The biggest future demands for accountancy and bookkeeping businesses Practical steps for businesses feeling stuck in their ways to embrace modernization How AI and automation can revolutionize day-to-day operations Real-life success stories of businesses that have thrived through modernization Essential skills accountants need to develop for future success   Join us for De-stress Your Business Episode 62 — our live podcast.   #destressyourbusiness #podcast #accounting #modernization #MarkLee #technology #AI #businessgrowth #futureproofing   ---   Helpful resources:   Website- https://bookmarklee.co.uk/ LinkedIn- https://www.linkedin.com/in/bookmarklee/ Facebook- https://web.facebook.com/BookMarkLee?_rdc=1&_rdr YouTube- https://www.youtube.com/user/bookmarklee

This week on The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are speaking to Caroline Hobden, the portfolio director of Accountex, about the upcoming Accountex event in London. They discuss the significance of the event for bookkeepers, the exciting features attendees can look forward to, and tips on how to make the most of the experience. Key Discussion Points Importance of Community for Bookkeepers: Caroline emphasizes the sense of community at Accountex and its value for networking and professional growth. Dedicated Bookkeeping Program: The event will feature a dedicated theatre and workshops specifically for bookkeepers, providing tailored content and networking opportunities. Relaxation and Wellness Activities: Attendees can enjoy relaxation areas, a mindfulness doodle wall, and a wellness retreat to manage stress during the conference. Managing Sensory Overload: Zoe and Caroline discuss the importance of taking breaks and planning ahead to avoid sensory overload and stay focused on personal goals. Maximizing Software Use and Automation: Insights on leveraging software for efficiency, automation in bookkeeping, and integration tips for small business owners. Sessions on Pricing Strategy and Selling Practices: Jo and Zoe will lead sessions on pricing strategy and selling a bookkeeping practice, sharing their expertise and practical advice. New Automation Station: The event will feature an automation station run by experts, providing advice on implementing automation in bookkeeping practices. Accessibility Features: Sign language interpretation will be available for some sessions, and all sessions will be recorded and accessible to delegates after the event. Sustainability Initiatives: Discussions on reducing the environmental impact of the conference, including digital book giveaways, tree planting for attendees, and recyclable materials for signage and carpets. Event Preparations and Tips: Community members share their excitement, preparations, and practical tips such as wearing comfortable clothing and footwear for the event. ----------------------------------------------- Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-... ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.Welcome to another edition of the Accounting Influencers Podcast, hosted by Rob Brown. In this episode, Rob interviews Jeff Gramlich from Validus. They discuss various topics related to the accounting profession and the role of technology in driving efficiency and quality. Jeff shares insights on the paradigm shift towards data-driven audits and the impact of technology on the industry. They also explore the challenges of attracting and retaining talent in the accounting profession. Jeff highlights the difference between good and great accounting firms and the importance of technology adoption in staying ahead. They also touch on the future of the profession and the exciting opportunities that lie ahead. Tune in to this episode to gain valuable insights and perspectives on the accounting profession and the role of technology in shaping its future.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioJeff is a seasoned CPA with over 40 years of experience in the accounting industry, having started his career at Arthur Young & Co. He holds a CITP certification and has made significant contributions to the US accounting sector. Notable highlights include his role as President & CEO of the Small Firm Services business unit at CCH and serving as President of AccountantsWorld. Jeff is deeply committed to enhancing the industry, from streamlining everyday workflows to elevating overall quality standards. In his current role at Validis, he is at the forefront of leveraging technology for audit processes and establishing key strategic partnerships to bring cutting-edge ideas and solutions to the market.Season 4 Sponsors & Links◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe's largest annual event for the accounting and finance profession....

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists, and influencers in accounting, CPA, and bookkeeping.UK Special: AI Forecasting in Accounting: Chirag ShahIn this Accounting Influences Podcast, Rob Brown interviews Chirag Shah, the founder and CEO of Nucleus Commercial Finance, a UK-focused lender.Chirag discusses the challenges and opportunities in the financial space, particularly in lending and funding. He also talks about the importance of financial analysis and forecasting for businesses, emphasizing the need for businesses to understand their cash flow and plan effectively.The interview highlights the role of accountants and advisors in helping businesses make sound financial decisions and navigate uncertain economic conditions.Guest BioChirag Shah is the founder and CEO of Pulse, a visionary platform that empowers businesses, accountants, and business advisors with a tailored dashboard showcasing vital statistics and trends. With over two decades of experience in financial services, Chirag has consistently demonstrated his expertise. In 2011, he pioneered the establishment of Nucleus, a renowned alternative finance entity, offering flexible and personalized financial solutions for SMEs, regardless of their industry or growth stage.Recognizing the pressing economic challenges UK SMEs face, Chirag introduced Pulse in October 2022, a groundbreaking platform harnessing the power of AI for in-depth financial analysis, benefitting both businesses and accountants. Chirag's mission extends beyond enhancing the UK's business landscape; he is dedicated to assisting SMEs in honing their data comprehension skills to chart a path to success. Chirag's expertise encompasses the significance of forecasting, the key elements that constitute effective forecasts, and the selection of the proper forecasting tools.His vision for Pulse revolves around transforming it into a comprehensive forecasting tool, addressing the challenges SMEs encounter, elucidating Pulse's role, and exploring the far-reaching implications of AI in this context.For more information about Nucleus, visit https://nucleuscommercialfinance.com/To learn more about Pulse, https://mypulse.io/Season 4 Sponsors & Links◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd appreciate a review on whatever platform you listen to. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tag guests so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London, UK. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay updated with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme,...

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.Understanding the Vendor-Accountant Relationship and the Future of Events in AccountingIn this episode of the Accounting Influencers Podcast, host Rob Brown conducts an in-depth interview with Seth Feinberg, author of the Feinberg Review. They discuss the evolving relationship between tech vendors and accountants, including the trust issues and the need for vendors to better understand accountants' needs. Seth highlights the role of events for vendors to directly communicate with their target market. The conversation covers how vendors can build more meaningful relationships with accountants, the future of accounting events, and how the profession can evolve with these changes.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioSeth Fineberg is a seasoned accounting industry consultant and Content Strategist with an impressive track record spanning over 30 years. His extensive career has primarily revolved around shaping the evolution of the accounting profession. Seth's notable roles include serving as the Technology Editor at Accounting Today and leading AccountingWEB's US team.In his current venture, Accountants Forward, Seth is dedicated to driving progress within the accounting profession by curating high-quality, practical, and valuable content. He takes on various roles in content creation and execution, including articles, podcasts, webinars, white papers, and live events.For those seeking valuable insights and updates, Seth offers a Free Weekly newsletter on his website. He is also a recognized contributor to prominent publications such as CPA Trendlines, Karbon Magazine, Accounting Today, and The Woodard Report.Seth's expertise lies in two key areas: (1) fostering strong vendor-accounting relationships and (2) orchestrating successful events, marketing strategies, media outreach, and garnering attention in the accounting industry.Season 4 Sponsors & Links◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the...

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode of the Accounting Influencers Podcast, host Rob Brown welcomes Stuart Pedley-Smith, Chief Learning Officer at Kaplan Financial, to discuss the evolving landscape of qualifications and their relevance in today's finance and accounting profession. Stuart, with over 25 years of experience in accountancy education, shares insights into the changing roles of finance professionals, emphasizing the need to adapt to technological advancements. The discussion explores the importance of maintaining core principles while incorporating new tools and technologies in qualifications. Stuart also highlights the role of technology in reshaping the profession and the potential for technology-based assessments. Overall, the episode delves into the challenges and opportunities facing finance professionals in a rapidly evolving industry.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioStuart Pedley-Smith, a certified accountant, has dedicated his career to professional education. As Kaplan's Head of Learning, he shapes the company's education strategy, advocates best practices, and fosters a culture of learning. With over two decades of teaching accountancy students, Stuart's insights culminated in his book on examinations. His expertise informs engaging talks, a monthly blog, and podcasts on exam success. Stay tuned for Season 4 of the Kaplan Learn Better Podcast, and explore his insightful blogs:Kaplan Learn Better Podcast (Season 4 coming soon): https://kaplan.co.uk/learn-better-podcastKaplan Learning Blog (General Kaplan Blog): https://kaplan-learning.com/blogPedley-Smith Blog (Exploring evidence-based learning and exam success): https://pedley-smith.uk/Season 4 Sponsors & Links◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode of the Accounting Influencers Podcast, Des O'Neil shares his insights on helping accountants and bookkeepers realize their full potential and make a real impact on their clients. He emphasizes the importance of finding joy and passion in one's business and highlights that it's never too late to change direction for better results. Des also discusses the difference between authentic influencers and those who may not provide genuine value. Simplifying business and life comes down to clarity and understanding what you want, setting boundaries, and consistently delivering value to clients.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioDes O'Neil, an experienced accountant on a mission to help you rapidly boost your firm's profitability while reducing stress. With a unique blend of technical expertise and a passion for creating sustainable businesses, Des is not just an accountant; he's a transformational force.In a world filled with constant deadlines and regulatory challenges, Des understands the struggles accountants face, from attracting and retaining the right staff to dealing with less-than-ideal clients. He's been there, and he has the solutions.With over 15 years of experience and a proven track record, Des has worked with thousands of firms, developing ProfitPro and the Winning Firm Workshop. If you're ready to achieve a more profitable and rewarding accounting business, Des O'Neil is here to guide you.Learn more at https://theprofitpro.com/ and discover the better way to run your accounting business with Des O'Neil.Season 4 Sponsors & Links◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe's largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode of the Accounting Influencers Podcast, Rob Brown sits down with Calvin Harris, the CEO of the New York State Society of CPAs. Calvin discusses his role in leading the organization that represents CPAs in New York State and beyond. He shares his perspective on being a CPA and the importance of the credential.Calvin talks about the challenges and opportunities facing the accounting profession today, emphasizing the need for CPAs to demonstrate their relevance in a changing landscape. He highlights the role of technology, communication, and storytelling in showcasing the value of the accounting profession to younger generations.The conversation also touches on the impact of the COVID-19 pandemic on the profession and the lessons learned from it. Calvin shares insights into the evolving role of CPAs and the importance of adaptability.Tune in to gain valuable insights from Calvin Harris on the state of the accounting profession and the path forward for CPAs in a dynamic world.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioCalvin Harris Jr., CPA (MD), is the CEO of the New York State Society of CPAs, the oldest state accounting association in the U.S. With 30+ years of executive experience, he's been a CFO, auditor, forensic accountant, consultant, and entrepreneur.A Morehouse College graduate, Calvin previously served as the SVP & CFO of the National Urban League in NYC and CFO of Baltimore City Community College. He's held leadership roles at organizations like the United Nations Foundation, NeighborWorks America, Legal Services Corporation, and Aeras Global TB Vaccine Foundation. His career began as an auditor at Arthur Andersen.Calvin, the 24th Chairman of the Board and National President of the National Association of Black Accountants, has a deep passion for the accounting profession, inspired by his mother, a high school bookkeeping teacher. A Maryland native, he now calls Brooklyn, New York, home.Season 4 Sponsors & Links◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.Welcome to another insightful episode of the Accounting Influencers Podcast, hosted by Rob Brown. In this episode, we're joined by a true visionary in the world of finance and entrepreneurship, Adam Lean.Adam Lean's journey from accountant to two-time entrepreneur is nothing short of remarkable. He's built, scaled, and successfully sold two businesses, all while honing his expertise in financial management. Today, he's the driving force behind The CFO Project, a training company that equips financial professionals with the skills to provide outsourced CFO and business advisory services.Join us as we dive deep into the world of accounting and entrepreneurship with Adam Lean. In this episode, we explore what clients genuinely seek from their accountants and strategies for growing your practice without increasing your workload. We delve into assessing your readiness to provide business advisory services and discuss how to attract new clients through these offerings. Additionally, Adam shares insights on maximizing value by upselling business advisory services to existing clients, effective pricing strategies for these invaluable services, and the critical transition from a time-for-money model to achieving true business ownership.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioAdam Lean is a dynamic individual with a background as a former accountant turned successful entrepreneur, having built, scaled, and sold two businesses. However, his true passion lies in teaching and empowering other business owners. Recognizing the importance of financial success and peace-of-mind for entrepreneurs, Adam is dedicated to providing valuable tools and resources to help them make informed decisions, increase profitability, and achieve a sense of security in their endeavors. Through his expertise and experience, he strives to make a positive impact on the lives of business owners, guiding them towards greater prosperity and fulfillment.Season 4 Sponsors & Links◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited...

In this special edition of the Accounting Influencers Podcast, hosted by Martin Bissett, featuring Gordon King from The World of Twist, the conversation delves into the intersection of creativity and accounting in the music industry. Gordon King shares insights into the rise and fall of The World of Twist, a band he co-founded, shedding light on the financial dynamics within the group. As creative professionals navigating the music scene, the band members initially had little business acumen and entrusted their manager with handling finances. Gordon reflects on the naivety and excitement that often accompany young musicians signing major record deals, highlighting the importance of understanding contracts and financial arrangements in the music business. The discussion provides a fascinating glimpse into the challenges faced by creative individuals when dealing with the business side of their careers.YoutubeYou can watch this episode and more on our YouTube Channel: https://www.youtube.com/@accountinginfluencers Guest BioWorld of Twist was an English indie pop band formed in Sheffield in 1985, experienced various lineup changes throughout history. The band's original lineup featured James Fry (vocals), Andrew Hobson (bass guitar), Gordon King (guitar), Tony Ogden (drums), Rory Conolly (saxophone), Nick Phillips (organ), and Andy Robbins (synthesizer). After disbanding, a new lineup emerged in Manchester in 1986.While the band gained attention for their live shows and radio sessions, their debut album, "Quality Street" (1991), didn't receive significant critical or commercial success. Despite not touring North America, "Sons of the Stage" succeeded in Toronto and New York. Creative differences and Ogden's decision to stop singing contributed to the band's dissolution in 1992.QUATERMASS III is the pilot recording of this exciting project that came from the minds behind World of Twist, Earl Brutus, and The Dials. Presented by The Ministry of Light Entertainment in collaboration with the British Experimental Rocket Group and Science Monthly, QUATERMASS III promises to be a unique and groundbreaking musical endeavour.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd appreciate a review on whatever platform you listen to. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guests so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay updated with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe's largest annual event for the accounting and finance...

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.DescriptionIn this episode, we are joined by Paul Barnhurst, an experienced financial planning and analysis (FP&A) professional. Paul shares his expertise in differentiating accounting from FP&A, highlighting how FP&A brings a forward-looking finance lens to guide strategic decision-making. Discover the critical role FP&A plays in budgeting, forecasting, and partnering with business leaders. Paul also sheds light on the essential social skills that complement technical expertise and elevate FP&A professionals as valued partners within organizations.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioDistinguished as "The FP&A Guy," Paul Barnhurst boasts an illustrious career spanning over a decade in the finance landscape. His remarkable journey includes pivotal roles at industry titans like American Express and Solera, culminating in his current role as the visionary force behind a thriving FP&A consulting firm.An esteemed influencer within the FP&A community, Paul's passion lies in sharing his invaluable insights and extensive expertise. His active presence on LinkedIn sparks vibrant discussions, while his thought-provoking webinars and training sessions empower finance professionals globally.Paul's commitment to knowledge dissemination extends to his engaging podcast initiatives. The "FP&A Today" podcast, available on Spotify, provides a platform for in-depth explorations of financial planning and analysis. Additionally, his "Financial Modeler's Corner" podcast showcases his prowess in simplifying intricate financial modeling concepts.As the founder of "The FP&A Guy," Paul not only embodies the fusion of passion and proficiency but also exemplifies his dedication to fostering growth and innovation within the finance domain. His contact details, readily available for those eager to connect, reflect his genuine enthusiasm for forging meaningful relationships and sharing his wealth of wisdom. Website: thefpandaguy.com◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing...

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode, Jen Cryder, the CEO of the Pennsylvania Institute of CPAs (PICPA), shares her journey from an English major to a successful career in accounting. Representing around 20,000 accounting and finance professionals in Pennsylvania, PICPA serves as a unique state society dedicated to empowering bookkeepers and CPAs alike. Jen emphasizes the importance of diversity within the profession, where PICPA's membership includes college and high school students exploring accounting careers, practitioners in public accounting firms, and educators in corporate finance. With a strong focus on shaping the future of the profession, Jen discusses the challenges and opportunities of staying ahead in the ever-evolving landscape of accounting, driven by technology, changing standards, and human capital needs. Collaboration among state societies and stakeholders becomes paramount as they work together to address common challenges and share innovative solutions.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioJen Cryder is a trailblazing leader serving as the CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA). As a CPA with practical experience, she brings a valuable perspective to her role, adeptly solving problems and creating opportunities to benefit PICPA's members. Jen's leadership is characterized by transparency, integrity, and a diverse skill set that spans Finance, Accounting, M&A, Operations, Business Development, Change Management, Stakeholder Relations, and Nonprofit Organization Management. With a keen understanding of the evolving landscape of technology and capital markets, Jen navigates as an agile and collaborative executive, addressing disruptions and prioritizing the growth of the organization. She places equal emphasis on empowering diverse teams, ensuring all individuals have access to professional development opportunities to achieve their goals. Committed to member value, Jen fosters strong connections and engagement to tailor PICPA's programs, products, and services accordingly. Notably, as the first female CEO in PICPA's 125-year history, Jen is dedicated to honoring the organization's legacy while strategically shaping the future of accounting and finance with an unwavering focus on member success.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top...

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode, Steven Hoffman delves into the dynamic changes taking place in the accounting industry driven by cloud-based technology and advisory services. He emphasizes the significance of controllership, providing real-time financial information, and becoming a business coach to clients through advisory roles. The pandemic has accelerated the adoption of cloud-based solutions, transforming the way businesses operate and how accountants offer their services. Steven discusses the increasing importance of controllership, understanding economic realities, and translating them into actionable insights for clients. The debate over the necessity of credentials in accounting is also explored, with a focus on the value accountants bring through advisory expertise and modern tech tools. As the industry continues to evolve, accountants are moving towards value-based pricing and providing customized services that address the specific needs of businesses, ushering in a new era of financial consulting and forward-looking strategic planning.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioSteven Hoffman is the entrepreneurial mind behind multiple successful ventures. From founding a non-profit at 15 to co-founding a software company in India, he has been driving innovation throughout his career.As the COO of Woodard, Steven empowers accounting professionals nationwide to modernize and standardize their practices for business success. Additionally, he runs Mavergy, providing executive advisory services for growing businesses.Passionate about leadership, Steven believes we need self-aware, empathetic, and courageous leaders now more than ever, unafraid of change. With expertise in various topics, including CAAS, he captivates audiences with his insights and inspiration.Connect with Steven on LinkedIn: https://www.linkedin.com/in/thinkstevethink/ and witness his impactful journey of leadership and innovation.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the...

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode, Adam Lean delves into the challenges accountants encounter in their quest to increase their income and the struggle to break free from being perceived as mere commodities. He emphasizes the need for accountants to transition into trusted advisors for small and medium-sized businesses, guiding them towards success and growth. Traditionally, accountants have been focused on recording the past, but Adam argues that they hold the potential to become forward-focused advisors, helping their clients make informed decisions for a thriving future. He stresses the importance of building trust with clients, providing clear and actionable advice, and understanding the unique needs of each business owner. By doing so, accountants can elevate their value and shake off the shackles of being seen as interchangeable entities, paving the way for a more fulfilling and prosperous profession.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioAdam Lean is a dynamic individual with a background as a former accountant turned successful entrepreneur, having built, scaled, and sold two businesses. However, his true passion lies in teaching and empowering other business owners. Recognizing the importance of financial success and peace-of-mind for entrepreneurs, Adam is dedicated to providing valuable tools and resources to help them make informed decisions, increase profitability, and achieve a sense of security in their endeavors. Through his expertise and experience, he strives to make a positive impact on the lives of business owners, guiding them towards greater prosperity and fulfillment.https://www.linkedin.com/in/adamleanFor more about the CFO Project: https://thecfoproject.com/start-a-cfo-service?utm_source=accounting-influencers&utm_medium=3N9K7QJ◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode of the Accounting influencers Podcast, Okorie Ramsey discusses his role and responsibilities as part of the global board supporting approximately 700,000 members worldwide highlighting three priorities: driving innovation, instilling integrity in sustainability areas, and supporting the next generation of accountants and the importance of leveraging technology, such as AI, to advance the profession and attract top-tier talent. He also addresses challenges in the pipeline of accounting professionals, including birth rates, education costs, and unclear career paths. Ramsey advocates for diversity in the profession and building bigger tables to accommodate different perspectives.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioOkorie Ramsey is a distinguished finance and accounting professional with a rich and impactful career. He has made significant contributions to the American Institute of Certified Public Accountants (AICPA) through various volunteer roles, including serving on the AICPA Board of Directors and the Association Board of Directors. Currently, at Kaiser Permanente, Ramsey holds a crucial position overseeing SOX and Model Audit Rule compliance, ensuring effective internal controls over financial reporting for the integrated healthcare enterprise. With 14 years of experience at Kaiser Permanente, he has held diverse roles, including Vice President, Finance Compliance Officer, and Director of Sarbanes/Oxley and Financial Governance. Ramsey's passion for mentoring, demonstrated by his involvement with the National Association of Black Accountants and his role as an adjunct professor, reflects his commitment to fostering growth in others.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe's largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In the latest episode of the Accounting Influencers Podcast, Randy Johnston shares insights from his experience at AICPA Engage. The event was abuzz with discussions around artificial intelligence (AI), with several major players in attendance. Randy highlights the significance of the event, including the 40 under 40 influencer meeting and the recognition of the most powerful women in accounting. He mentions engaging conversations with CEOs and CTOs, delving into product strategies and insights. Over the years, the focus of the event has shifted from low-level technology to management strategy, reflecting the fast-paced changes in the industry. Randy also addresses concerns about independence in the profession, undisclosed relationships, and the impact of private equity acquisitions on operations and support. He emphasizes the importance of independent advisors and the need for transparency in the industry.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioRandy Johnson is a seasoned finance and accounting professional with an impressive 20 years of experience in the field. With a strong background in credit and collections spanning 10 years, Randy has honed his skills in effectively managing financial transactions and mitigating risks. For the past decade, Randy has focused on accounting, taking on diverse projects and assignments as a Salaried Professional consultant for Robert Half, Inc. Throughout this time, Randy has gained valuable expertise in various accounting areas, including sales and use tax, property tax, Sarbanes-Oxley auditing, and general ledger accounting. With a comprehensive understanding of financial processes and regulations, Randy brings a wealth of knowledge to his roles and consistently delivers accurate and reliable results.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the...

Join us as we chat with Steve Cox and the IRIS team about the exciting developments at Accountex 2023. Discover how IRIS is taking the lead in providing answers and solutions for accountants. From the expansion of the event to the impressive IRIS stand, it's clear that Accountex is the place to be. As head of Insights, Steve shares valuable insights into the future of the accounting and bookkeeping profession. He discusses the talent gap, the evolving role of bookkeepers, and the increasing adoption of cloud technology. Steve also highlights the importance of clear messaging and the challenges accountants face in navigating the abundance of options. We then hear from Karen Williams, the interim managing director of IRIS' accountancy division, who emphasizes the significance of strategic partnerships and the focus on providing customers with a seamless transition to the cloud. Lastly, we dive into the revolutionary IRIS Elements platform with JP and Emma. They discuss the customizable nature of Elements, catering to accountants at different stages of their cloud journey. Guest BioIRIS is a leading provider of software and services that drive efficiency and improve business processes, ultimately transforming the way people work. Their comprehensive solutions cater to professionals in accountancy, education, payroll, HR, and finance, helping them tackle crucial operational challenges. Whether it's ensuring accurate tax submissions, facilitating timely payments, enhancing work experiences, or fostering effective communication with schools, IRIS empowers its customers to save time, money, and effort, while achieving accuracy on the first attempt. With a history spanning 45 years, IRIS has grown to become a trusted partner for over 100,000 customers in 135 countries, serving diverse industries such as accountancy, education, and business

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.On this episode of the Accounting Influencers Podcast, we are joined by Hannah Munro. She emphasizes the importance of seeing transformation as an ongoing journey in the finance industry. Hannah, as a consultant, works with fast-growing businesses to reorient their processes, people, and technology to create an automated finance team. She discusses the challenges of transformation projects and highlights the need for clear objectives and measurable success metrics. Hannah emphasizes the significance of technology, process adaptation, and accurate data management for successful transformations, urging businesses to embrace change to stay relevant in the dynamic finance landscapeYoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioHannah Munro is the Managing Director of itas, a Financial Transformation consultancy specializing in Sage technologies. With a passion for helping finance teams and businesses, Hannah and her team provide personalized solutions to reduce month-end close time, implement real-time reporting, automate purchasing processes, and more. Hannah also hosts the CFO 4.0 podcast, offering actionable advice and inspiration for CFOs and finance leaders. To learn more about Hannah and itas, visit itassolutions.co.uk. Reach out for virtual coffee and discussions on financial transformation and technology.If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe's largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.https://www.accountex.co.uk/london/Mentioned in this episode:YouTube CTA

In this Accounting Influencers Podcast episode at Accountex 2023, Rob Brown interviews the FYI software team. They discuss their busy and engaging experience at the event, their passion for the product and its continuous development, and their strategic approach to penetrating the UK market. The FYI team emphasizes the importance of building relationships with clients, their focus on onboarding and data migration, and their commitment to delivering value and improving practices for accountants.Guest BioFYI is a dynamic and forward-thinking business that has been dedicated to revolutionizing document management and process automation for accountants since 2016. With a strong focus on cloud-based technology and advanced productivity tools, FYI strives to deliver unparalleled efficiency to accountants worldwide. Based in the East End of Adelaide, South Australia, FYI operates with a growing team that works remotely across Australia, New Zealand, and the UK. Passionate about innovation and providing cutting-edge solutions, FYI is committed to transforming the way accountants work and streamline their operations.

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode of the Accounting Influencers Podcast, guest Jim Bourke shares insights on growing accounting firms through advisory services. He emphasizes the ever-changing nature of the profession and the importance of embracing technology as the driving force behind advisory practices. Jim discusses the need to align technology infrastructure with advisory goals, highlighting the selection of best-of-breed technologies and the impact of legacy systems on transformation. He emphasizes the role of accountants as trusted advisors and explores various advisory verticals such as outsourced accounting, transaction advisory, and cybersecurity. Jim encourages firms to hire experts in specialized fields and create dedicated teams to drive growth in advisory services. He also challenges traditional partnership models, suggesting that non-accounting professionals should have pathways to partnership to support the evolving nature of the profession.You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioJim joined DGA Group in April 2008, bringing with him extensive experience in the construction industry. With over 30 years of experience as a Quantity Surveyor and Operations Director, he has worked on a variety of projects in sectors such as industrial, retail, residential, hospitality, healthcare, and civil engineering. Jim has expertise in dispute resolution and interim commercial management, representing both clients and contractors. As the Group Managing Director, he oversees the coordination of the company's activities and explores new business ventures.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe's largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.https://www.accountex.co.uk/london/

Join Rob Brown, the host of The Accounting Influencers Podcast, as he engages in insightful conversations with three industry experts from FreeAgent at Accountex 2023. Gem Malek, Tony Stevenson, and Dave Norwell share their experiences, perspectives on company culture, and their excitement for the future of the accounting landscape. Gem Malek provides valuable insights into her role at FreeAgent, the conversations she has with visitors, and the vibrant company culture. Tony Stevenson highlights FreeAgent's dedication to supporting small businesses and their efforts in obtaining grants for startups. Dave Norwell discusses common visitor inquiries, challenges in the market economy, and the importance of measuring ROI at Accountex.Guest BioFrom its humble beginnings of late nights coding and early morning coffee runs, FreeAgent has experienced significant growth and evolution. Today, their award-winning accounting software supports over 150,000 small businesses in managing their finances, while their Practice Dashboard feature enables accountants and bookkeepers to efficiently handle their clients. What started with just a single employee in 2008 has now grown to a team of over 200 individuals who share the same vision and values. The acquisition by the NatWest Group in 2018 has provided a turbo boost to their growth, while still maintaining operational independence. With a mission to streamline business administration for small businesses, FreeAgent empowers entrepreneurs to focus on what truly matters, just as the founders Ed, Olly, and Roan did when they started the company years ago.

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode of the Accounting Influencers Podcast, guest Justin Grant discusses the image problem in the accounting profession, citing a decline in accounting degree enrollment and a shortage of skilled professionals. He suggests that leaders should prioritize creating a better work environment. Justin also emphasizes the importance of high-quality podcast production to attract and retain listeners. He shares his personal journey transitioning from law to podcasting and highlights the need for professionals to focus on their expertise while seeking support in podcast production. The episode concludes with a discussion on the need for inclusivity and support for mental health in the accounting profession.Guest BioJustin Grant is a seasoned professional in the field of financial services with a career that began in 1997. Initially starting in the banking and fund management sector, Justin later qualified as a financial adviser in 2001 with a national firm. Joining Kudos IFS in 2005, which later became part of Mattioli Woods, Justin specializes in holistic wealth management and wealth preservation strategies, offering tailored advice in areas such as pension planning, investments, and inheritance tax planning. With a focus on helping clients achieve their desired outcomes for their families and businesses, Justin is dedicated to providing exceptional service.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube https://www.instagram.com/accinfluencers https://twitter.com/accinfluencers https://www.facebook.com/accountinginfluencers Thanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe's largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.https://www.accountex.co.uk/london/

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode, Rebecca Milhalic discusses the importance of recognizing women who are making a difference in their communities and the accounting profession. The focus is on women who have taken action and actively contributed to improving lives. The conversation highlights the need for representation, diversity in leadership, and future plans to invest in women year-round.Guest BioRebecca is a highly experienced professional in the field of taxation, accounting, business, and tech advisory services, with over 15 years of expertise in serving enterprises of all sizes across Australia. Throughout her career, she has focused on working with clients in diverse industries such as Building & Construction, Education, Hospitality, Recruitment, and Health Services. Rebecca's strong belief in the significance of small businesses as the backbone of the Australian economy drives her determination to provide SMEs with the necessary tools to understand their financial positions in real-time. She excels in implementing technology solutions that offer small and medium-sized businesses the same level of financial insights as larger corporations, empowering them to make informed decisions based on up-to-date financial data. Rebecca's leadership, passion, and commitment to the accounting industry have earned her recognition, including winning the esteemed 'Thought leader of the year' award at the 2021 Australian Accounting Awards◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube https://www.instagram.com/accinfluencers https://twitter.com/accinfluencers https://www.facebook.com/accountinginfluencers Thanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe's largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.https://www.accountex.co.uk/london/ Mentioned in this episode:YouTube CTA

In this episode of the Accounting Influencers Podcast hosted by Rob Brown, guests Brad Burton, Mark Edmondson, and Philippa Haynes share their insights on personal growth and business success. Brad Burton shares his inspiring journey from a difficult upbringing to becoming the UK's number one motivational business speaker. He emphasizes the importance of self-belief and letting go of past failures to embrace new opportunities. Mark Edmondson highlights the significance of confidence in the accounting profession, describing accountants as the cornerstone of business success. He commends Accountex for its quality and recognizes the vital role accountants play as counselors and advisors during challenging times. Philippa Haynes discusses the need to move forward and adapt to the new world, emphasizing the power of focusing on positive influences and avoiding negativity.Guest BioBrad Burton is a successful motivational speaker and accomplished businessman. He's the highest-rated motivational business author on Amazon, the UK's No.1 Motivational Business speaker, and the founder of the largest business network in the UK. Despite facing challenges, including growing up on a council estate and personal debt, Brad's resilience and determination led him to achieve remarkable success.Mark Edmondson is a visionary leader who founded Inflo, a revolutionary platform empowering accounting firms with advanced technology. With a background in auditing and consulting at a Big Four firm, Mark's expertise extends to developing cutting-edge software and methodologies. He regularly shares his insights on the future of accounting as a keynote speaker at international conferences.Philippa Haynes specializes in helping accountants and bookkeepers stand out in a competitive industry. Her guidance enables professionals to showcase their skills and value, establishing themselves as distinguished experts. Philippa's expertise empowers individuals to differentiate themselves and thrive in their careers.

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode of the Accounting Influencers Podcast, Jim Bourke discusses the excitement surrounding AI and technology in the accounting profession. He highlights the impact of AI and technologies like chat GPT on the industry, emphasizing the need for accountants to embrace innovation. Jim also addresses the challenges faced by accountants, including regulatory constraints and the slow adoption of new technologies by legacy vendors. He encourages accountants to consider best-of-breed solutions and emphasizes the importance of open APIs for seamless integration between different software applications. Jim concludes by discussing the positive changes happening in the profession and the increased collaboration between legacy vendors and new technology providers.Guest BioJim is a Partner and the Managing Director of Withum's Advisory Services practice, which includes professional consultants in the areas of management consulting, cyber and information security, business advisory, transaction/M&A advisory, risk advisory and SOC services.Jim, and many of the group's members have earned the American Institute of CPAs (“AICPA”) credential, Certified Information Technology Professional (“CITP”). The CITP credential is the only credential offered by our profession to individuals who have expressed a proficiency in information technology concepts as found in an extensive body of knowledge developed by the AICPA. There are only 2,400 CITPs nationwide, with Jim being one of the first CPAs in the nation to receive the designation, and he was also elected as Chair of the AICPA's CITP Credentialing committee.Jim is a sought-after global speaker on all issues involving technology, the profession and business advisory. He has keynoted and presented at many global conferences around the world to many different industry groups. In addition, Jim is a well-respected leader in the accounting profession, having served as President of the New Jersey Society of CPA's. Jim is frequently consulted by accounting firms around the globe to assist in building out advisory practices and to help with technological challenges associated with growth and client service.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought...

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.John Garrett, the guest on this episode, emphasizes the importance of recognizing accountants as whole individuals beyond their job titles. He encourages firms to celebrate and shine a light on the hobbies, passions, and other dimensions of their employees, acknowledging that people are more than just their work. Creating a workplace that values the worker as much as the work is key to attracting and retaining talent. John emphasizes the need to focus on the human side of individuals and build deeper relationships based on their unique interests and qualities. By embracing their individuality, accounting firms can differentiate themselves and create a more fulfilling work experience for their employees.Guest BioJohn Garrett is a thought provoker, author, and CPA who champions the human side of professionals. He consults with organizations to create better workplaces and develop productive cultures. With a background in stand-up comedy, he brings humor and insights to his work. John is an award-winning author, two-time Emmy nominee, and has performed on over 2,000 stages. He currently resides in Denver and is a college football fan. Connect with him on Twitter at @The_JohnGarrett and check out his website at TheJohnGarrett.com. Named Top100 Most Influential by Accounting Today. https://twitter.com/The_JohnGarrett https://twitter.com/Whats_Your_And◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube https://www.instagram.com/accinfluencers https://twitter.com/accinfluencers https://www.facebook.com/accountinginfluencers Thanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and Mentioned in this episode:YouTube CTA

Join Rob Brown, the host of The Accounting Influencers Podcast, as he presents insightful interviews with Stephen Edginton and Sabby Gill from Dext at Accountex 2023 in ExCeL, London. In these engaging discussions, they share their views on Accountex 2023 and delve into the services, solutions, and brand-building efforts of Dext (formerly known as Receipt Bank). Discover how Dext helps clients streamline their processes, measures ROI, and stays ahead in the ever-evolving accounting landscape. Gain valuable insights into the future of Dext, exciting advancements in the industry, and the culture driving innovation. Guest BioDext is a game-changing platform for accountants and bookkeepers, offering powerful tools and features to streamline data management and enhance productivity. With automated data extraction, real-time insights, and comprehensive support, Dext empowers practitioners to deliver exceptional client services. Experience the future of accounting with Dext.Mentioned in this episode:YouTube CTA

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode of the Accounting Influencers Podcast, Lucy Cohen discusses the unintentional journey of becoming an influencer in the accounting profession. She emphasizes the importance of substance and expertise when sharing insights. Lucy also highlights the impact of mental health issues, such as anxiety and depression, on accountants. She encourages professionals to prioritize their mental health, seek support, and take preventive action against burnout. Lucy shares her own experiences and encourages open discussions about mental health to reduce stigma within the industry. Overall, the episode promotes self-awareness and well-being among accountants.You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencersGuest BioLucy, the co-founder of Mazuma, is a passionate innovator and disruptor in the accounting industry. With over 20 years of experience, she leads Mazuma forward through innovation, marketing, and business development. Her inspiration for creating Mazuma came from her childhood experiences witnessing the challenges self-employed creatives face with tax and accounting. Lucy's expertise and contributions have been recognized through numerous accolades and awards, including being shortlisted for Director of the Year (Innovation) and Practice Pioneer. She is also involved in powerlifting, mentoring start-up businesses, and advocating for important causes such as improved pain relief in medical procedures. Lucy's commitment to the accounting profession and her outstanding contributions have earned her prestigious awards and acknowledgments, further solidifying her role as an industry leader.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe's largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode of the Accounting Influencers Podcast, guest John Garrett shares his journey from being a CPA and stand-up comedian to becoming a keynote speaker and organizational culture catalyst. He emphasizes the importance of acknowledging the human side of professionals and valuing their multifaceted lives outside of work. John's research reveals that 92% of professionals have other dimensions to their identity beyond their job title. He encourages accountants to embrace their hobbies and passions, as these aspects not only enhance their well-being but also make them more relatable and valuable in their roles. By celebrating the unique qualities of individuals, organizations can create better workplaces and foster deeper connections with clients.Guest BioJohn Garrett is a thought provoker, author, and CPA who champions the human side of professionals. He consults with organizations to create better workplaces and develop productive cultures. With a background in stand-up comedy, he brings humor and insights to his work. John is an award-winning author, two-time Emmy nominee, and has performed on over 2,000 stages. He currently resides in Denver and is a college football fan. Connect with him on Twitter at @The_JohnGarrett and check out his website at TheJohnGarrett.com. Named Top100 Most Influential by Accounting Today. https://twitter.com/The_JohnGarretthttps://twitter.com/Whats_Your_And◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube https://www.instagram.com/accinfluencers https://twitter.com/accinfluencers https://www.facebook.com/accountinginfluencers Thanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe's largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.

Join Rob Brown, host of The Accounting Influencers Podcast, as he explores Accountex 2023 in ExCeL, London. In this enlightening video, Rob engages in conversations with Sonia Dorais, Kevin Lord, Inga Schibsted, and Amaya Woods from Chaser. Gain valuable insights into the evolving landscape of Accountex, the significance of measuring ROI, and Chaser's innovative solutions for the accounting industry.Discover the firsthand experiences of Chaser's clients and delve into topics such as mental health in small businesses, working in a competitive environment, and addressing credit control challenges. Uncover the exciting vision of Chaser for a post-pandemic future and what excites the guests the most about the evolving accounting industry.This engaging discussion offers a unique perspective on Accountex 2023 and the advancements and opportunities within the accounting field. Don't miss out on the valuable insights shared by these industry expertsGuest BiosChaser was founded with a determined spirit and a simple mission - to help SMEs worldwide get paid quickly, efficiently, and in a friendly manner, saving time on manual tasks and improving cash flow. It was originally launched in 2014 as a credit control app by a Finance Director who was frustrated with the manual processes and inefficiencies in chasing payments. Today, Chaser is reinventing the way businesses think and behave with regards to payments.Traditionally seen as a negative task, the act of chasing invoices, or simply requesting payment for products or services, creates discomfort and causes strain and loss of time for both the business awaiting payment and the one seeking payment. However, Chaser believes it doesn't have to be that way.Chaser believes that trust is the foundation of all business relationships. Therefore, their solutions and services aim to make chasing payments comfortable, easy, and fast. They strive to provide businesses with the confidence that they will be paid for their work, no matter what.In the UK, businesses currently spend 56.4 million hours per year manually chasing overdue payments (Intuit QuickBooks, 2019). Additionally, late payments contribute to the failure of 50,000 small and medium businesses annually (FSB). Chaser's innovative approach helps businesses reclaim their time and financial stability, allowing them to thrive in today's competitive landscape.Mentioned in this episode:YouTube CTA

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode of the Accounting Influencers Podcast, guest Randy Johnston discusses key issues and trends in the accounting industry. The focus is on technology, talent recruitment and retention, risk management, advisory services, and pricing strategies. Randy emphasizes the need for firms to have a single portal for interacting with clients, the importance of creating a better technology experience for team members, and the growing significance of advisory services. He also explores the impact of private equity investments on software vendors and the challenges faced by firms in maintaining service levels and fostering innovation. This episode provides valuable insights for accountants looking to grow their firms in a rapidly evolving landscape.You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencersGuest BioRandy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe's largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.https://www.accountex.co.uk/london/Mentioned in this episode:YouTube CTA

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.You can also watch this episode on YouTube -https://youtu.be/bkcp0JFm_IwIn this episode of the Accounting Influencers Podcast, host Rob Brown engages in a one-sided conversation with guest Robyn Clark, focusing on strategies for accountants looking to grow their firms. The discussion centers around creating a great employee value proposition and understanding the importance of employee needs in driving engagement and retention. They highlight the significance of aligning organizational goals with individual aspirations and leveraging personal growth and career achievement as key drivers for success. The conversation emphasizes the role of confidence, both in oneself and how others perceive them, and the need for self-awareness, feedback acceptance, and personal change in driving career development. Overall, the episode offers valuable insights and actionable steps for accountants seeking to foster growth within their firms.Guest BioRobyn Clark is the Founder and President of WinningWise, Inc., a company dedicated to developing leadership and driving sustainable change and growth. With over 30 years of experience in talent management, transformational change, and culture building, Robyn brings energy, positivity, and innovative thinking to her work. She has worked with top-tier organizations such as The Federal Reserve Bank, L'Oreal, and Discover Financial Services, helping leaders and teams achieve new outcomes. Robyn's exceptional facilitation skills, commitment to learning, and personal investment in her clients' success make her a trusted partner in driving individual and organizational capability.Robyn LinkedIn: https://www.linkedin.com/in/robynrclark/WinningWise LinkedIn: www.linkedin.com/company/winningwise/Website: www.winningwise.com◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe's largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.

On this episode of The Bookkeepers' Podcast, Jo and Zoe talk about how to get the most out of accountancy conferences as a bookkeeper. They've just returned from Accountex London and share their thoughts on how valuable events like this are for bookkeepers. Jo and Zoe discussed: - The size of the event - How welcome bookkeepers were at the event - Bookkeepers' Basecamp - Other events we'll attend this year in the UK - How to manage your time at accountancy conferences - The sessions Jo and Zoe were involved with Replays of two of Jo and Zoe's Accountex talks will be added to their YouTube channel in the coming weeks. Please subscribe on YouTube for updates. Resources: What do you need to know to start your bookkeeping practice? Take the Quiz 6figurestartup.scoreapp.com ---------------------------------- Are you 6 Figure Ready? Take our Quiz 6figurebookkeeper.scoreapp.com ---------------------------------- Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ---------------------------------- Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club ----------------------------------------- Book Order your copy of our bestselling book The Bookkeeper Rises ----------------------------------------- Courses Find out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------ About our sponsor Get a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------ About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. ----------------------------------------------- Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club ------------------------------------------ The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

In this episode, Pat White and Rafael Casas interview Mackenzie Patel, CEO of Hash Basis, a crypto-native accounting firm based in San Francisco. Mackenzie shares her accounting background and how she got into crypto accounting. They also discuss the challenges of revenue accounting in crypto and the emerging trend of specialized crypto accounting.Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE for listening to this episode.Checkout the Bitwave channel on Earmark to get even more CPEChapters (00:00) - Preview: What does Hash Basis do? (00:50) - Introduction and welcome Mackenzie to the show (02:04) - A little bit of Mackenzie's background (04:24) - Did you instantly love accounting? (10:39) - What did you do after college? (11:47) - What does revenue accounting look like in crypto? (13:58) - Are you seeing more accountants who specialize in crypto accounting? (18:32) - How did you get into crypto specifically? (20:40) - Can you walk us through some fundamentals of crypto accounting? (28:31) - What is streaming payroll and payments? (31:53) - What resources do you do to stay up to date on crypto and crypto accounting? (34:51) - FASB guidance has come out (35:31) - What do you think about wrapped tokens now being counted as impaired? (42:08) - Tell us about your new company, Hash Basis (44:14) - Mackenzie will be speaking at EDAS (46:13) - Thanks for listening and please subscribe for new episodes Connect with our guest, Mackenzie Patellinkedin.com/in/mackenziepatel/twitter.com/maccbasisConnect with Patlinkedin.com/in/patwhitetwitter.com/patwhiteConnect with Rafaellinkedin.com/in/rafaelcasastwitter.com/RafaelCasasBWFollow the Crypto With Accountants Podcastfacebook.com/CryptoAcctsPodtwitter.com/CryptoAcctsPodlinkedin.com/showcase/cryptoacctspodLeave a review on Apple Podcasts or PodchaserSubscribe to the Crypto With Accountants Podcast in your favorite podcast app!This podcast is a production of the Earmark Media

The Federal Tax Updates podcast is a recent addition to the Earmark Media network of accounting-focused podcasts. In this episode, Roger and Annie discuss the most recent IRS updates and recommendations for tax preparers dealing with the surge of inaccurate ERC claims. They also provide some detailed insights into filing extensions for clients.Want to hear more Federal Tax Updates episodes? Listen and subscribe at federaltaxupdates.com Follow the Federal Tax Updates podcast on Social Media:twitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpod

Season 4 Episode 25 | Recorded November 30, 2022 Thank you to our Booster Partner, FreshBooks In this episode, Scott talks to Andrew Wall, CPA, CMA who shares his journey of going off on his own to pursue his vision. They discuss Andrew's background, including his experience studying sociology and technical college and his dad's vision for an accounting app. Andrew also talks about the early days of cloud technology and why accounting has been slow to adopt new tech. They also delve into building small communities and how companies should listen to their customers to improve their services. They wrap up the podcast by talking about the importance of connective tissue and how it plays a vital role in building a community. Caught in Canadian customs The art of chaos and Andrews Andrew in High school Sociology in College Technical College Dad's vision for an Accounting app The app hit a roadblock Going off on his own for the vision Taking over dad's firm Was accounting in the back of your mind? Back to school New technology Early days of cloud Why is accounting late to the tech game? Sports Being who you are Where is Andrew right now? Scott away from his firm ISO Cerftification Andrew's numbers Work ethics Andrew's media presence Vanity numbers and engagement Walking contradiction & Ambiverts & Coonferences Growing community and FreshBooks Companies listening to customers Flooded with apps and building small communities Connective tissue Wrapping up All the Shoutouts: FreshBooks, Accountex, Kellie Parks CPB, Xero, Intuit QuickBooks, Mike McDerment, Hubdoc, Relay, Shopify, Twyla Verhelst, CPA, Sage, Sandy Johns --- Send in a voice message: https://anchor.fm/accountinghigh/message

SponsorsJirav - https://cloudaccountingpodcast.promo/jiravCanopy - https://cloudaccountingpodcast.promo/canopyZoho - https://cloudaccountingpodcast.promo/zohoNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesSign up for Hector and Blake's 8-part free CPE practice management series, Focused Firm: https://go.earmarkcpe.com/the-focused-firm=Get notified when we go live! Subscribe to the Cloud Accounting Podcast on YouTube: https://www.youtube.com/c/cloudaccountingpodcastGet Right Tool for QuickBooks Online: https://chrome.google.com/webstore/detail/righttool-for-quickbooks/ocgmjfcfjilnmobeocoklcbpcanilpjdGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsuCollect - https://ucollect.biz/capWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com

SponsorsCanopy: https://www.cloudaccountingpodcast.promo/canopyLiscio: https://www.cloudaccountingpodcast.promo/liscioRelay: https://www.cloudaccountingpodcast.promo/relayNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesComing soon! Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com