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In episode, Jeff Phillips, CEO of Padgett and founder of AccountingFly, joins Roger Harris and Annie Schwab to discuss the challenges of recruiting and retaining talent in the accounting industry. They explore innovative solutions including remote work, offshore talent, and domestic freelancers as part of a new "talent stack" for firms. The conversation covers practical strategies for attracting candidates, evaluating talent, and building effective remote teams, offering valuable advice for accounting firm owners struggling with staffing issues in today's competitive job market.SponsorsPadgett - Contact Padgett or Email Jeff Phillips(00:00) - Federal Tax Updates Episode 35 (02:19) - Introducing the Expert Guest: Jeff Phillips (03:48) - Global and Industry-Specific Hiring Challenges (06:02) - The Importance of Flexibility and Remote Work (08:40) - The Value Proposition for Accounting Firms (13:43) - Strategies for Effective Recruitment (25:16) - Building a Modern Firm for the Future (31:08) - Morning Routine for Business Success (31:28) - The Pitfalls of Reactive Hiring & Effective Screening (32:58) - The Importance of Selling to Top Candidates (38:23) - Leveraging Offshore and Freelance Talent (46:08) - Managing Remote Teams Effectively (53:03) - The Future of Hiring in Accounting Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with Jeff Phillipshttps://www.padgettadvisors.com/our-teamhttps://www.linkedin.com/in/jeffaccountingflyConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
Welcome to another episode of Empowering Entrepreneurs, where we feature dynamic individuals who are revolutionizing their industries. In today's episode, hosts Glenn Harper and Julie Smith sit down with Liz Branch, the innovative COO of Accountingfly and GoingConcern. Liz shares her insights on changing the landscape of the accounting profession and the vital role of communication and teamwork in entrepreneurship. From her experience in building successful remote teams to her passion for helping clients find the right talent, Liz's story is one of empowerment and inspiration. Join us as we dive into Liz's journey, her unique problem-solving approach, and her vision for the future of remote work. It's an episode packed with valuable advice and captivating stories that's not to be missed!Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Copyright 2024 Glenn Harper
The war for talent goes on, but there are creative solutions available for bold firms, according to Jeff Phillips, CEO of Padgett Business Services and co-founder of remote job platform Accountingfly.
Welcome to episode 4 of this season of Amplify - the podcast for accounting firm growth! In this episode host Mike Jones, CEO and Managing Partner of Resound, sits down with Jeff Phillips, founder of Accountingfly, the recruitment platform that "is practically singlehandedly awakening the profession to the enormous potential of hiring staff remotely. Tune into this conversation as Mike and Jeff discuss recruitment for accounting firms. About Our Guest Jeff Phillips Founder of Accountingfly and CEO of Padgett Business Services Jeff is the CEO of Padgett, one of the largest tax and accounting firms in North America. Jeff founded Accountingfly in 2012, the recruitment platform that "is practically singlehandedly awakening the profession to the enormous potential of hiring staff remotely," according to Accounting Today. Jeff has been named to the Top 100 Most Influential People list 5 times for his contributions to helping solve the hiring challenges of CPA firms. His team has been making remote hires since 2015 and he works directly with firms to help them transform their processes and culture to embrace remote talent. He is a past-president of the CPA Consultant's Alliance. Jeff was previously with Monster.com where he delivered recruitment solutions for Fortune 500 companies such as Verizon, H&R Block, and Shell. Jeff has an Economics degree from Baylor University and an MBA from Southern Methodist University. Jeff and his wife Lacy live in their hometown of Pensacola, Florida with their 3 children Connect with Jeff on LinkedIn and Twitter. About Your Host: Mike Jones Managing Partner, Resound Remarkable brands require authenticity and a die-hard commitment to values & purpose. Mike passionately preaches these beliefs as author of the book, You Are Remarkable: How To Unlock Your Authentic Brand To Win Loyal Customers as well as two podcasts he hosts and produces: Resoundcast and the Remarkabrand Podcast. He works directly with clients to unlock their remarkable brands through his award-winning brand consultancy, Resound - established in 2009. (He also founded his own apparel brand devoted to American political history, called Taftly. But that's a whole other story.) He has supported the Arizona entrepreneurial community through his co-directorship of Phoenix Startup Week, co-founding the startup-supporting non-profit Thrive PHX, and serving on the boards of Conscious Capitalism Arizona and The Center for Habilitation. In recognition of the work he's done, this Arizona native has been named one of the state's top business leaders under the age of 40 by the Phoenix Business Journal as well as a 35-Under-35 entrepreneurial award from the Arizona Republic. He lives in the very sunny vale of Mesa, AZ with his wife and three kids. If you want to connect, LinkedIn's usually where you'll find him – @remarkamike.
Jeff Phillips is the CEO of Padgett, one of the largest tax and accounting firms in North America. He also founded the recruitment platform Accountingfly in 2012 and has been recognized as one of Accounting Today's Top 100 Most Influential People for helping solve the hiring challenges of CPA firms. In this episode, Jeff and Stuart discuss combining work with vacation while being remote, the story of Accountingfly, and what it takes to be a great leader. They also talk about holidays, Jeff's trip to Costa Rica, and how taking mangoes from someone's tree is acceptable.Together they discuss: Jeff's background and hobbies (1:10) Jeff's and Stuart's families (4:00) Gap year and college (5:45) Family vacations (8:00) Trip to Costa Rica (9:00) Remote work (13:00) COVID impacting geographical wage difference (18:00) Stuart's theory of the Great Reshuffle (21:00) Remote work uncovering opportunities for innovative firms (23:30) Foundations of Padgett (28:00) Work at Accountingfly (31:30) What makes a perfect firm (33:50) Employment as a two-way relationship (39:20) Challenges of being a leader of a company (42:50) The pivot of Accountigfly (45:30)
PPP2: Processes, Profitability, and People (feat. Scott Scharf, CTO) Episode #34 | Recorded October 6, 2021 Shout out to our sponsors this week: TaxBandits and Reach Reporting it was announced on August, 4th 2021 that Catching Clouds would be merging with Acuity ...shout out to Kenji Kuramoto, Matthew May, and Lisa Gilreath 5 the journey of Catching Clouds and Patti Scharf's BlackBerry ***shout out to Douglas Sleeter*** 6 Catching Clouds first client was an Amazon Seller, shout out to A2X 7 Scott Scharf's Steps to Success • pick your niche • pick your tech stack & focus your marketing • get your systems in place • determine the value props and value discussion • determine your pricing models • find your integrator (or visionary, depending on what you are) • focusing and going where your clients are 10 The fundamental lesson learned is being able to say no 11 Scaling up and growing, year 1: only two hires, year 2: hiring 9 people! ***shout out to Jeff Phillips and Accountingfly*** 19 take an extended vacation to find out where your business isn't resilient, how will it run without you? 21 The structure of Catching Clouds 24 Letting smart humans to smart human things and giving them room to do that 30 At what point did you decide to start only taking on clients that were more than $1M in revenues? 37 Business owners need people with an accountant mindset to provide some structure, standardization, and systems 46 On RPAs… and what's going to be automated at Acuity in the future 49 Do you have a favorite book? 52 Zachary Call, CPA key takeaways from this episode • walls will always be hit, but there are always options • there's riches in the niches • say no so that you can say yes • be a place where talent wants to works • fire quicker to make your business healthier • take time off to see what's wrong with your business • getting processes right will lead to long-term success • the humans are here to validate, ensure accuracy and translate the figures • accounting is a dirty job, recession-proof, and it's not sexy --- Send in a voice message: https://anchor.fm/sonsofcpas/message
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
I'm the CEO of Padgett Business Services, one of North America's largest tax, accounting and payroll advisory firms serving the specific needs of small businesses. I'm also extremely proud to be a Co-Founder and former CEO of Accountingfly, which is helping accounting teams solve their talent challenges by hiring U.S. based remote accountants. I live in my hometown of Pensacola, FL. Alum of Trilogy Software, Scient, American Express and Monster.com. Learn more at GoingConcern.com and Accountingfly.com
Episode #8 FlyAccounting and Padgett (feat. Jeff Phillips, CEO) recorded April 7, 2021 Twitter @jeffphillips_ https://www.accountingfly.com/ twitter @accountingfly 1 son of an EA 3 Baylor's 2021 National Champion 5 shout out to Bruce Phillips (no relation) 6 grinding it out with AccountingFly 8 the biggest challenges for firms today 9 product-market fit 11 leadership during a crisis 13 managing people remotely 14 obsessed with systems and systems of systems 17 **sponsor slot** (just kidding, AccountingFly) 20 I'm going to hire someone that's going to live in an RV for a month 22 Padgett: making the franchise model in accounting work 27 what's your vision for Padgett? 28 how do you get Baby Boomers to modernize? 30 the partnership model in accounting today 32 we do talk about TIME a lot 34 tracking time as a leading indicator 36 the problem with working at the big 4 38 owning Going Concern 42 if you're making tons of money, why do you need to change? 45 generational talent suppression 48 $150 tax returns!? 50 **sponsor slot** (just kidding, AICPA) 50 **sponsor slot** (just kidding, Thompson Reuters) 52 the current technology stack --- Send in a voice message: https://anchor.fm/sonsofcpas/message
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCASTIn this episode of CPA Review & More Phil interviews Jeff Phillips from Accounting Fly. Accounting Fly is a job placement and recruiting company that helps CPAs & Accountants land a job in Cloud & Remote Accounting positions. AccountingFly https://accountingfly.com/Contact Jeff Phillips jeff@accountingfly.com | 850.712.5440Have a question for Phil? Call (301) 874-4900 Ext. 5Yaeger CPA Review http://yaegercpareview.comContact us podcast@yaegercpareview.comTop 10 CPA Podcasts https://blog.feedspot.com/cpa_podcasts/ Need help with your writing? https://grammarly.go2cloud.org/SH1YlMusic provided by: https://www.free-stock-music.com/fsm-team-stay-positive.html
Jeff Phillips is an entrepreneur and business leader who has spent the last 19 years in the recruitment industry. He is currently a Co-Founder and CEO of Accountingfly, an online recruitment platform that matches accountants and bookkeepers with full time, remote and freelance jobs. He is also a partner and advisor to Elefant, a practice management and technology training company for modern accounting firms. Jeff was previously with Monster.com where he delivered recruitment solutions for Fortune 1,000 clients. He was named among the Top 100 Most Influential People by Accounting Today for 3 consecutive years. Resources: Accountingfly | Facebook | Website Accountingfly | Blog Going Concern | Website Dennis Sherrin Twitter LinkedIn Allen Cave Twitter LinkedIn Want to know more about Dennis and Allen? Visit our website, www.hbkcpas.net Thanks for listening and please subscribe & rate Playing Above The Line on iTunes.
On Episode 6 of the podcast, I'm joined by Jeff Phillips of Accountingfly, a site for accountants and finance professionals to apply easily to hundreds of great jobs. We discuss the latest cloud accounting news, including: The four drivers of workaholism, and how it doesn't make for more productive employees; why meetings are toxic; how Gusto hired more women engineers; and how to be part of a team, even when working remotely.
Caleb writes his way to better professional relationships While Caleb Newquist no longer works in accounting, he is very busy being around it all the time. He’s the Founding Editor of Going Concern, easily the most talked about website about he accounting profession. Caleb is also the head of content for Accountingfly and the Founder of Yarn, a creative firm that serves the accounting profession. I talk with Caleb about how his hobby became his passion, then his work, and now his job. And the friendships he’s developed since working from home have all stemmed from him talking about this. Caleb graduated from a BBA at the University of Nebraska at Kearney and later a master’s in accounting from Colorado State University. He worked public accounting for 6 years before starting Going Concern. Caleb’s links LinkedIn Twitter Going Concern YARN Accountingfly