Podcasts about practice ignition

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Best podcasts about practice ignition

Latest podcast episodes about practice ignition

De-stress Your Business
E150: Supporting Teams Through Mergers and Other Changes, With Nikki Adams

De-stress Your Business

Play Episode Listen Later Jan 20, 2025 43:37


Mergers can tear teams apart… when they are trying to bring teams together!   Uncertainty spreads like wildfire, leaving employees anxious about their jobs and leaders scrambling to restore focus. Productivity plummets as confusion and fear take hold.    The best talent starts eyeing the exit, while the rest are stuck wondering if their contributions even matter. For leaders, it's a nightmare—morale crumbles, resistance grows, and the stress of trying to hold it all together feels insurmountable.   That's why we're talking to Nikki Adams, the Joint Managing Director of Ad Valorem Group and a leader who's been in the trenches of business transformation for over two decades. Nikki has built award-winning teams, steered organizations through complex mergers, and implemented strategies that turn chaos into collaboration.    Recognized as a Xero Mid-Size Firm of the Year winner and one of Practice Ignition's Top 50 Women in Accounting, Nikki is known for her ability to unite teams, reduce stress, and make even the most daunting transitions a success.   In this episode of De-stress Your Business, we dive into: The first steps leaders must take to calm employees and regain control during a merger How to avoid the classic mistakes that stress employees and kill morale Strategies Nikki uses to turn resistant teams into unified powerhouses Real-life examples of mergers that went from disaster to triumph under Nikki's guidance   If you've ever wondered how to manage a merger without losing your team—or your sanity—this episode is for you.   Don't miss this game-changing conversation on De-stress Your Business!   #DeStressYourBusiness #Leadership #MergersAndAcquisitions #ChangeManagement #NikkiAdams #TeamSuccess #EmployeeEngagement   ---   Helpful resources: Nikki on LinkedIn- https://www.linkedin.com/in/nikkiadamsadvalorem/?originalSubdomain=uk Ad Valorem: https://www.advaloremgroup.uk/ ETL Global: https://www.etl-global.com/

Two Drunk Accountants
What is a Franking Credit?

Two Drunk Accountants

Play Episode Listen Later Aug 1, 2024 39:02


Dan has a gripe today, Tim is learning, rather reluctantly, about raw dogging and the guys are patiently waiting to hear from Practice Ignition for their invitation to a conference in Nashville.  In the main topic, the guys talk all things Franking Credits. What is a Franking Credit? What can you use them for? Tune in to find out! AMA coming soon. Get your burning questions answered by emailing twodrunkpodcast@gmail.com

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem

Today I'm speaking with Damien Greathead Head of Marketing - Accountant & Advisor Group, Intuit Australia Our guest is a dynamic sales and marketing leader who excels in helping venture-funded software companies build robust sales and marketing functions. With a specialised focus on the accounting and fintech verticals, he has a proven track record of establishing brands and expanding customer bases across North America, EMEA, and Asia Pacific regions. He has successfully collaborated with both small and large teams across various time zones, driving impressive growth in scale-up companies, achieving over 70% growth year-on-year. He is the co-host of the Podcast: Strategy and the Virtual Controller with Penny Breslin. He worked at Ignition when it was called Practice Ignition and Dext when it was called Receipt Bank and now he is Head of Marketing - Accountant & Advisor Group, Intuit Australia.   Damien discusses his career in accounting technology marketing across the globe. He shares updates to QuickBooks features and upcoming events in Australia. He emphasised the importance of customer empathy and stories in SaaS marketing. We discuss how the Apps do have insightful data, and can truly partner with businesses, to help them grow. In this episode, we also talk about . . . - Damien Greathead's background in the accounting industry across multiple global roles - Early experiences recognising technology potential in accounting firms   - Embracing change management processes with clients at Receipt Bank - Navigating the complex US tax system and state compliance - Iterating Receipt Bank's value proposition without a GST/VAT system - Opening and growing Receipt Bank's US office - Returning to Sydney after 15+ years abroad - Leading Intuit Australia's adviser marketing team - Educating on QuickBooks features to boost confidence and adoption - QuickBooks Tax powered by Logic for seamless tax integration - Highlighting QuickBooks Online Advanced capabilities - Launching the QuickBooks Go community platform - Getting customer feedback through workplace observations - Marketing advice for Apps who want to connect with Intuit Australia, and their customer base. - Understanding problems through deep customer empathy - Sharing customer stories to fast-track app development   - The podcast, "Strategy and the Virtual Controller," Damien co-hosts with Penny Breslin, the CEO of MoneyPenny, which focuses on intentional planning through small goals inspired by Strategy and the Fat Smoker: Doing What's Obvious But Not Easy by David H. Maister   Contact details: Damien Greathead : https://www.linkedin.com/in/damiengreathead/ Intuit Australia : https://quickbooks.intuit.com/au/  Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU

The Wize Guys
Episode 70: Best Practices for Lead Conversion

The Wize Guys

Play Episode Listen Later Sep 7, 2023 6:19 Transcription Available


In this week's episode of The Wize Guys Podcast, get ready for an enlightening journey as we navigate the sea of lead conversion with Jamie, a knowledgeable representative from inside Sky. We delve into the essence of face-to-face communication and trust-building, even in our digitally driven era, besides unpacking the significant role these elements play in converting leads. Jamie shares his extensive experience, and results from different communication methods, and emphasizes the advantages of platforms like Zoom for initial meet-ups.Ever wondered how to turn technology into your most trusted ally instead of seeing it as a daunting barrier? This episode further explores how tools like Practice Ignition, GoProposal, and Proposify can help streamline your proposals while also maintaining their personalized touch. Jamie also throws light on why pitching yourself is as crucial as pitching your product, considering you're handling an essential part of your client's lives. Gear up for some game-changing insights that could revolutionize your lead conversion process.________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Profit First Nation
Ep. 133 Bonus - Motherhood, Apple Pie and All That Happy Horseshit

Profit First Nation

Play Episode Listen Later Aug 10, 2023 33:18


Danielle and Cyndi Thomason, an expert certified in Profit First at the mastery level and the author of Profit First for E-commerce Sellers, explore the critical role of inventory in determining the success of your business. Cyndi shares valuable techniques for managing inventory levels and emphasizes the importance of maintaining distinct accounts. They will also investigate the advertising budget, highlighting the recommended percentage allocation for this aspect. This episode offers valuable insights and practical advice for ensuring the profitability of your business.   IN THIS EPISODE: [01:27] Cyndi talks about why inventory can be a serious pitfall for a business, why you need an inventory account [08:51] Looking at  each product you sell to determine how to price  [11:39] Cyndi shares the importance of inventory days and getting creative to move stale inventory  [15:39] She explains why  inventory cash flow is different from your operating expenses and the part advertising can play if not managed well [19:27] Pay attention to the return on their advertising spend and how to figure the percentage you should spend [26:45] Cyndi shares the downfall of integrating your accounting system with your inventory  KEY TAKEAWAYS:  The key to operating a business where inventory is involved is to allocate funds so you don't have to borrow money to buy stock. Sales are lost when you run out of inventory. Good record-keeping through accounts prevents that from happening. Be very careful of how much you spend on advertising.  It is an expense that can quickly get out of hand.   GUEST BIOGRAPHY: Cyndi Thomason, author of Profit First for Ecommerce Sellers, is a Certified Master Profit First Professional, and the founder and president of bookskeep, a virtual company that provides bookkeeping and Profit First consulting services to ecommerce clients all over the world. Cyndi devotes much of her time speaking at various events such as ASD Market Week, ProfitCon, Marketplace Brand Accelerator Training, the Ecommerce Business School and other webinars, teaching ecommerce businesses how to implement the Profit First method. She has contributed to publications such as Skip McGrath s Online Seller s Resource and is a regular contributor to The Private Label Insider and the Inventory Lab newsletter. Honors and awards include Profit First Member of the Year 2016, Profit First Go-Giver 2017, and one of the Top 50 Women in Accounting Award 2018, presented by Practice Ignition. Cyndi is a master gardener and enjoys being surrounded by nature, spending time with family, friends and a menagerie of fur babies. Bookskeep -Website https://www.bookskeep.com/ Cyndi Thomason - Website https://www.bookskeep.com/about/cyndi-thomason/   ABOUT THE HOSTS: Danielle Mulvey is a former flight attendant-turned-entrepreneur and owns multiple businesses doing $50 million in annual revenue. She is one of the exclusive, select group of Mastery-Certified Profit First Professionals worldwide and the go-to “HOW TO IMPLEMENT” workshop facilitator for Profit First and WSJ Journal best-selling author Mike Michalowicz following his keynote speeches. Danielle is currently running multiple businesses, from start-ups to mature businesses with 10-year plus track records and revenues ranging from $1M to $40 million in annual revenues and is a certified numbers geek about Profit First, leveraging the DIY cash management system for small business to achieve maximum profitability. She can personally guide business owners to achieve maximum profitability based on her 25 years of experience as an entrepreneur who has been there and done that.   Additionally, Danielle authored the book The Rapid Read™ Guide to The 5-Star Employee Rating System™ and is currently collaborating with Wall Street Journal best-selling author Mike Michalowicz on his new book, to be released in Q1 2024, titled ALL IN: How Great Leaders Build Unstoppable Teams. Mike Michalowicz is an entrepreneur and New York Times and Wall Street Journal best-selling author of Profit First, The Pumpkin Plan, SURGE, Toilet Paper Entrepreneur, Clockwork, Fix This Next and Get Different. BusinessWeek called Toilet Paper Entrepreneur, a business cult classic. His books have been translated into ten languages, and Mike has had the privilege to speak on stages worldwide because of his passion for connecting with entrepreneurs.   As the founder of Profit First Professionals, he empowers accountants, bookkeepers, and business coaches with the tools and techniques to maximize client profitability, allowing them to uplevel from being one of the 83% of small businesses operating check-to-check and struggling to be profitable to becoming one of the 17% of thriving and highly valuable businesses with cash in the bank to correlate to profitability. Mike also co-founded the business growth consultancy Provendus Group and has successfully founded, built, and sold two technology service-based companies. He is passionate about sharing his experiences and advice with entrepreneurs and sits on formal and informal advisory boards while maintaining relationships with angel and early-stage investors. RESOURCES: Danielle Mulvey - Website https://www.daniellemulvey.com/ Danielle Mulvey - Linkedin http://linkedin.com/in/danielle-mulvey-66a315 The All In Company - Website http://theallincompany.com Profit First Nation - Website http://profitfirstnation.com   Mike Michalowicz - Website Mike Michalowicz - Linkedin Mike Michalowicz - Twitter Profit First Professionals - Website Mike Michalowicz - Books    

Profit First Nation
Ep. 133 - Mastering Inventory for E-Commerce Success: Expert Tips from Certified Profit First Professional Cyndi Thomason,

Profit First Nation

Play Episode Listen Later Aug 8, 2023 34:11


Danielle and Cyndi Thomason, an expert certified in Profit First at the mastery level and the author of Profit First for E-commerce Sellers, explore the critical role of inventory in determining the success of your business. Cyndi shares valuable techniques for managing inventory levels and emphasizes the importance of maintaining distinct accounts. They will also investigate the advertising budget, highlighting the recommended percentage allocation for this aspect. This episode offers valuable insights and practical advice for ensuring the profitability of your business.   IN THIS EPISODE: [01:27] Cyndi talks about why inventory can be a serious pitfall for a business, why you need an inventory account [08:51] Looking at  each product you sell to determine how to price  [11:39] Cyndi shares the importance of inventory days and getting creative to move stale inventory  [15:39] She explains why  inventory cash flow is different from your operating expenses and the part advertising can play if not managed well [19:27] Pay attention to the return on their advertising spend and how to figure the percentage you should spend [26:45] Cyndi shares the downfall of integrating your accounting system with your inventory  KEY TAKEAWAYS:  The key to operating a business where inventory is involved is to allocate funds so you don't have to borrow money to buy stock. Sales are lost when you run out of inventory. Good record-keeping through accounts prevents that from happening. Be very careful of how much you spend on advertising.  It is an expense that can quickly get out of hand.   Cyndi Thomason, author of Profit First for Ecommerce Sellers, is a Certified Master Profit First Professional, and the founder and president of bookskeep, a virtual company that provides bookkeeping and Profit First consulting services to ecommerce clients all over the world. Cyndi devotes much of her time speaking at various events such as ASD Market Week, ProfitCon, Marketplace Brand Accelerator Training, the Ecommerce Business School and other webinars, teaching ecommerce businesses how to implement the Profit First method. She has contributed to publications such as Skip McGrath s Online Seller s Resource and is a regular contributor to The Private Label Insider and the Inventory Lab newsletter. Honors and awards include Profit First Member of the Year 2016, Profit First Go-Giver 2017, and one of the Top 50 Women in Accounting Award 2018, presented by Practice Ignition. Cyndi is a master gardener and enjoys being surrounded by nature, spending time with family, friends and a menagerie of fur babies. Bookskeep -Website Cyndi Thomason - Website   ABOUT THE HOSTS:   Danielle Mulvey is a former flight attendant-turned-entrepreneur and owns multiple businesses doing $50 million in annual revenue. She is one of the exclusive, select group of Mastery-Certified Profit First Professionals worldwide and the go-to “HOW TO IMPLEMENT” workshop facilitator for Profit First and WSJ Journal best-selling author Mike Michalowicz following his keynote speeches. Danielle is currently running multiple businesses, from start-ups to mature businesses with 10-year plus track records and revenues ranging from $1M to $40 million in annual revenues and is a certified numbers geek about Profit First, leveraging the DIY cash management system for small business to achieve maximum profitability. She can personally guide business owners to achieve maximum profitability based on her 25 years of experience as an entrepreneur who has been there and done that.   Additionally, Danielle authored the book The Rapid Read™ Guide to The 5-Star Employee Rating System™ and is currently collaborating with Wall Street Journal best-selling author Mike Michalowicz on his new book, to be released in Q1 2024, titled ALL IN: How Great Leaders Build Unstoppable Teams. Mike Michalowicz is an entrepreneur and New York Times and Wall Street Journal best-selling author of Profit First, The Pumpkin Plan, SURGE, Toilet Paper Entrepreneur, Clockwork, Fix This Next and Get Different. BusinessWeek called Toilet Paper Entrepreneur, a business cult classic. His books have been translated into ten languages, and Mike has had the privilege to speak on stages worldwide because of his passion for connecting with entrepreneurs.   As the founder of Profit First Professionals, he empowers accountants, bookkeepers, and business coaches with the tools and techniques to maximize client profitability, allowing them to uplevel from being one of the 83% of small businesses operating check-to-check and struggling to be profitable to becoming one of the 17% of thriving and highly valuable businesses with cash in the bank to correlate to profitability. Mike also co-founded the business growth consultancy Provendus Group and has successfully founded, built, and sold two technology service-based companies. He is passionate about sharing his experiences and advice with entrepreneurs and sits on formal and informal advisory boards while maintaining relationships with angel and early-stage investors.   RESOURCES: Danielle Mulvey - Website Danielle Mulvey - Linkedin The All In Company - Website Profit First Nation - Website   Mike Michalowicz - Website Mike Michalowicz - Linkedin Mike Michalowicz - Twitter Profit First Professionals - Website Mike Michalowicz - Books      

The Top Entrepreneurs in Money, Marketing, Business and Life
Practice Ignition Breaks $24m Revenue, Raises $50m at $330m Valuation Helping 5,000 Accounting Firms Scale

The Top Entrepreneurs in Money, Marketing, Business and Life

Play Episode Listen Later Sep 27, 2022 23:31


Client engagement & commerce platform for professional services businesses.

The Tech Talk for Accountants Show
Jennie Moore-What Are The Issues In The Accounting Industry?

The Tech Talk for Accountants Show

Play Episode Listen Later Aug 15, 2022 46:57


Jennie Moore is the Head of Accounting for Practice Ignition Canada. She is the founder of Moore Details, Inc., a forward-thinking company dedicated to accounting modernization. She is recognized as a leading global figure in accounting and fintech and is involved in the following lists: the Top 50 North American Cloud Accountants list by Hubdoc, the Top 100 Accounting Professionals list by Avalara, the Top 100 female accounting professionals list by Practice Ignition, the Top 10 Influencer list by Intuit, and the 2016 National Firm of the Future list by Intuit. With team members across Australia, the United States, Canada, the United Kingdom, South Africa, New Zealand, and the Philippines, Ignition is the first client engagement and commerce platform for professional services organizations. It streamlines client interaction and payment processes. Ignition is used by companies like accounting and bookkeeping services to help them expand, become more efficient, and develop beneficial customer relationships. Go to: www.tech4accountants.net --- Send in a voice message: https://anchor.fm/rush-tech-support/message

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem

Accounting Innovation and Technology Buzz | May 22 Special Guest: Trent McLaren Head of Strategic Channels at DiviPay. In this episode we discuss: Using DiviPay to pay (and easily cancel) subscriptions (notably those trial subs).   A discussion around Futrli acquisition by Sage, and what it means in the reporting space.  Data Dear will no longer be available to Xero users, here are your options.  WeCrashed and The DropOut A discussion around the price increase from Ignition (formally Practice Ignition).  New feature from XBert Client Analytic Report which helps you quote for new clients. Upcoming conferences 20-24 June 22 https://tropicalinnovationfestival.com.au/  From the Trenches June 20/21 https://summit.fromthetrenches.com.au  10th June CA ANZ Future Focused Accounting Conference (I'm the host for two days) https://events.charteredaccountantsanz.com/event/ea5db209-8042-4fb7-84dc-f92382dd27a6/summary  Xerocon 2022 London 20&21 July  New Orleans 24&25 August  Sydney 7&8 Sept 2022  15 Jun – Digital Practice Summit Asia 2022 Virtual https://www.terrapinn.com/virtual/digital-practice-summit/index.stm  Read how I strategically Partner with Apps

Accounting Influencers
Disrupters in Accounting with Emma Crawford-Falekaono

Accounting Influencers

Play Episode Listen Later May 12, 2022 29:01


Episode 95. In today's interview, "Disrupters in Accounting with Emma Crawford-Falekaono" Emma is the Head of EMEA at Ignition. She has over 15 years' experience in Commercial, Accounting, Finance and Business Strategy environments across NZ, AU, US and UK. She started her career with a global accounting firm before taking time out to deploy with the British Military. Emma has spent the last decade on senior leadership teams of successful technology businesses including Xero, Tradify and Ignition. She founded Bastion Consulting Services in 2018, delivering consultative services to a range of international clients. She is passionate about seeing firms succeed with a focus on operational excellence, technology, team culture and delivery of strategic priorities. Key takeaways from this episode include: ✿ how the accountancy profession has changed in recent years ✿ the argument for why accounting is an industry and not a profession ✿ why now is an exciting time for the accounting world and how firms use technology ✿ what has accelerated the adoption of technology in accounting practices ✿ who is responsible for driving change and tech adoption in accountancy firms ✿ the factors increasing the expectations of accounting firm clients ✿ how younger talent and new entrants to accounting are disrupting the profession ✿ what is driving the increased mergers and acquisition activity in accounting and fintech ✿ why a 'best in class' approach to fintech will win over 'one box, one stop shop in accounting ✿ the rise of M&A activity in accounting for both solo-owned firm and bigger ones ✿ behind the scenes insight into the rebrand from Practice Ignition to Ignition ✿ whether relationships in accounting can be automated or must remain personal ✿ how technology can make enhance client experience for accountants and CPAs ✿ women in accounting and fintech - the key issues and opportunities ✿ the reason why women tend to occupy the lower kudos, lower paid roles in accounting firms ✿ celebrating the Women in Accounting Awards and the stories behind nominations ✿ what is coming up for Ignition in coming months with events, content and campaigns ✿ what accounting practitioners might ask themselves to prompt a conversation with Ignition ✿ why accounting and fintech is at a tipping point with growth and improvement When not at work, Emma enjoys playing and watching rugby with her husband, baby son and dog. https://www.linkedin.com/in/emma-cf/ https://twitter.com/emscrawfs NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes,...

The Tech Talk for Accountants Show
Guy Pearson-How Practice Ignition Can Help Accountants

The Tech Talk for Accountants Show

Play Episode Listen Later Mar 21, 2022 42:15


Guy Pearson is from Sydney, Australia, and is the CEO of Practice Ignition. He is a passionate, entrepreneurial accountant interested in removing blockages from business processes to attain scalability and a big believer in technology over outsourcing where possible and suitable. He founded and grew Interactive Accounting and Your Modern Practice before founding Practice Ignition. Guy is incredibly passionate about providing better information and assistance to small business owners. Guy is a chartered accountant with over a decade of experience in professional practice. He has a background in public accounting and a self-taught understanding of technology. He also believes that any company can establish a single point of truth for their ownership in the form of a dashboard to make decisions about which levers to pull and push. --- Send in a voice message: https://anchor.fm/rush-tech-support/message

Aly & Andrews All Aussie Accounting Adventures
Interview with Guy Pearson from Practice Ignition

Aly & Andrews All Aussie Accounting Adventures

Play Episode Play 30 sec Highlight Listen Later Feb 28, 2022 19:24


G'day and welcome to Aly & Andrews All Aussie Accounting Adventures Aly and Andrew recently went on an accounting adventure to get to know some of their tech partners a little better. To look behind the veil to see what makes them tick, why they do what they do and what they see the future may hold in our industry. In this episode Aly and Andrew are back together to cause trouble, nah just kidding, we are interviewing Guy Pearson from Practice Ignition (PI).  Guy is a chartered accountant, tech builder, problem solver, entrepreneur, space suit wearing all round good guy!So what do we cover? Origin story, the tech he has built, the AHA moment that led to PI, what the future of the accounting industry and PI may look like and we bond over our love of numbers and people, yep Guy has officially joined our gang of ultra-cool not nerdy at all numbers loving crew.So go grab your space suit or PI swag and cook up some meat and potatoes (ask Andrew about this one as for some reason he is bizarrely obsessing over them at the moment), find a comfy spot and join us on our next accounting adventure.FOLLOW US ON THE SOCIALSAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | TwitterCHECK US OUTALL IN ADVISORY | Chartered accountants, business advisors & transactional expertsIllumin8 - Purpose-led cloud-driven accounting humansAAAAA IS PROUDLY BROUGHT TO YOU BY OUR  SPONSORSFYI Docs Document management for Xero accounting practicesPractice Ignition Proposal to paid in one placeTOA Global Dedicated outsourcing solutions for Accounting firms in the USA, Canada, Australia, New Zealand, UK and across the globeBGL SMSF administration and ASIC company compliance management software solutionsMUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Instagram

QB Power Hour Podcast
Tips for Selling and Automating Advisory Services

QB Power Hour Podcast

Play Episode Listen Later Feb 16, 2022 61:30


Michelle and Dan are joined by Josh Lance from Practice Ignition to discuss how firms can craft, sell, and automate advisory services.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/

Accounting Influencers
Customer Success in Accounting & Fintech with Hugh Walker

Accounting Influencers

Play Episode Listen Later Feb 11, 2022 22:41


Episode 30. In today's interview, "Customer Success in Accounting & Fintech with Hugh Walker." Hugh has worked in accounting tech for 7+ years, first at Receipt Bank/Dext in Sydney and then the last 3 years at Practice Ignition. Practice Ignition is a client engagement and commerce platform for professional services businesses to streamline how they engage clients and get paid. Hugh focuses on customer success and change management. Key takeaways from this episode include: ➜ what companies and accounting firms get wrong with customer service and client experience ➜ the benefits for professional firms of getting customer/client service right ➜ the importance of mindset and culture in creating a strong customer experience and success ➜ the kind of data points that can be analysed to determine customer success ➜ the major impacts of Covid and digitisation on remote working and accounting processes ➜ striking a balance with mental wellbeing and culture/productivity for accounting firms ➜ the biggest roadblock to making change happen and successful project management in professional working environments ➜ the fallacy of waiting for the perfect time to get things done and making projects work ➜ how to effectively manage change and implement software in accounting firms ➜ ways for accountants to automate admin and save time to focus on what really matters (examples given...) ➜ tips to help accountants avoid scope creep and make sure they get paid on time, every time ➜ what Practice Ignition does for accounting practitioners and how it does a lot of things that usually require different software ➜ the importance for accounting practitioners of first impressions, especially when trying to grow client base ➜ AIP listeners offer: code 'air21' to receive 25% off all plans for your first 6 months at https://info.ignitionapp.com/aip (https://info.ignitionapp.com/aip) Outside of work, Hugh rock climbs, does board games, enjoys red wine or whiskey and is big into football. You can reach him here: https://www.linkedin.com/in/hugh-walker (https://www.linkedin.com/in/hugh-walker) https://twitter.com/hugh_s_walker (https://twitter.com/hugh_s_walker) Nearly 5,000 accounting and professional services firms around the world use Practice Ignition to win new business with impressive digital proposals, engage clients with a clear scope of work, and get paid on time by automating payment collection. PI integrates with leading business apps such as Gusto, QuickBooks, Xero and Zapier to automate time-consuming tasks allowing you to run your business on autopilot and automate time-consuming tasks, such as client onboarding or invoicing. That means less admin and more time for clients. Listeners can go to https://info.ignitionapp.com/aip (https://info.ignitionapp.com/aip) and use the code 'air21' to receive 25% off all plans for your first 6 months. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel,...

Accounting Influencers
Getting Things Done & Credit Control Insights for Accountants

Accounting Influencers

Play Episode Listen Later Feb 7, 2022 66:51


Episode 26. On today's full episode of the Accounting Influencers Podcast: ➜ News - Accounting Practitioners Join Accounting Influencers". Martin & Rob introduce the Accounting Influencers Roundtable, a door-opening club for vendors, advisors and experts who work with and through accountants. We announce the introduction of accounting practitioners into the group. ➜ Special Guest Interview: "Credit Control Opportunities for Accountants with Glen Morgan." Rob brown interviews a credit management expert on what's opening up for accountants in credit control. Glenn runs 2 amazing companies, itsettled, the UK's only fully automated cashflow and credit management platform, and Credebt, The Debtor Book Professionals. ➜ What Works - Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants on Turning Intentions into Action." Following on from last week's episode, here's more advice for getting things done in your accountancy role. ➜ Expert Interview: "Customer Success in Accounting & Fintech with Hugh Walker." Rob Brown interviews the Head of Customer Experience and Marketing (EMEA) and Director of Onboarding Programs at Practice Ignition. For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. You can also check out Saturday's short bonus episode from the client's perspective - "Why Didn't They Buy Part 6 - More Tips to Handle Objections." Great CPE or CPD for accountants with tips on how to see objections from potential clients as opportunities to educate and help them make up their minds to hire you. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

Accounting Influencers
Getting Things Done & Credit Control Insights for Accountants

Accounting Influencers

Play Episode Listen Later Feb 6, 2022 1:55


Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - "Accounting Practitioners Join Accounting Influencers". Martin & Rob introduce the Accounting Influencers Roundtable, a door-opening club for vendors, advisors and experts who work with and through accountants. We announce the introduction of accounting practitioners into the group. ➜ Wednesday: "Credit Control Opportunities for Accountants with Glenn Morgan." Rob brown interviews a credit management expert on what's opening up for accountants in credit control. Glenn runs 2 amazing companies, itsettled, the UK's only fully automated cashflow and credit management platform, and Credebt, The Debtor Book Professionals. ➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants on Turning Intentions into Action." Following on from last week's episode, here's more advice for getting things done in your accountancy role. ➜ Friday: "Customer Success in Accounting & Fintech with Hugh Walker." Rob Brown interviews the Head of Customer Experience and Marketing (EMEA) and Director of Onboarding Programs at Practice Ignition. ➜ Saturday: a short bonus episode from the client's perspective - "Why Didn't They Buy Part 6 - More Tips to Handle Objections." Great CPE or CPD for accountants with tips on how to see objections from potential clients as opportunities to educate and help them make up their minds to hire you. ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

Accountants Are Sexy. Change My Mind.

It was so much fun having Peter Marlow from Practice Ignition on the show.If you don't know Practice Ignition it is a proposal software that helps you get your pricing right and help you escape from scope creep. Not only that but it also helps speed up your conversion by providing you potential clients with everything they need to make up their mind.   I have used it myself, I think the software is truly awesome!!During this conversation we cover the advantage of having your own payment platform in your product  & how accountants have changed over the years.Dip in now and find out more

The Top Entrepreneurs in Money, Marketing, Business and Life
Practice Ignition Breaks $24m Revenue, Raises $50m at $330m Valuation Helping 5,000 Accounting Firms Scale

The Top Entrepreneurs in Money, Marketing, Business and Life

Play Episode Listen Later Jan 4, 2022 24:35


Client engagement & commerce platform for professional services businesses

Sons of CPAs
The EntreCPA... Weaving Together Tech + Tax (feat. Sam McCraw, CPA, MAC)

Sons of CPAs

Play Episode Listen Later Dec 5, 2021 52:40


Episode #28 Sam McCraw, CPA, MAC | Tax Director - CFO Timonier, Wealth Beyond Financial™ | Winston-Salem, NC Recorded August 30, 2021 3 tell us about your dad, who retired at 48 years old… 4 tell us about being in the security forces for the US air force… 7 why did you go into accounting after leaving the air force? 14 tell us about the billing, marketing and service offerings at Timonier ***shout out to our sponsor this week, Practice Ignition*** 22 tell us about working as a tax analyst for Intuit… 30 the Xero v Intuit QuickBooks debate continues… but, not really 34 what would you say to a firm that's thinking about adding wealth management? 35 it's like adding a passive revenue stream to your accounting practice… ***shout out to our sponsor this week, Reach Reporting*** 39 when you started at Timonier, Wealth Beyond Financial™, what were the first things you changed? 40 A lesson on #ChangeManagement done right, from a fellow #ChangeAgent 42 how do you prioritize doing 230 tax returns, by yourself? 44 after the tech stack, what's the next thing that you know you need to change? 46 getting a lot of self-actualization by maintaining a stand-alone CPA firm on the side, with the entrepreneurial spirit… so why not go out completely on your own? 47 as a sole tax practitioner, how do you get your training and do you have a support network? 49 what's something you miss from being at Scott Scarano

Sons of CPAs
The Fresh Princess (feat. Twyla Verhelst, CPA)

Sons of CPAs

Play Episode Listen Later Nov 30, 2021 63:03


The Fresh Princess…in the Cloud since 2003 (feat. Twyla Verhelst, CPA) Episode #27 Twyla Verhelst, CPA | Founder of Helm and Head of Accounting Community at FreshBooks and the founder of the Women in Accounting Hub - www.womeninaccounting.online Calgary, Alberta Canada Recorded September 7, 2021 ***shout out to our sponsor Tallyfor*** ***shout out to our sponsor Practice Ignition*** 2 outlets through COVID ***shout out to Acuity CFO Online Bookkeeping Accounting and Business Tax and Drink While You Think*** 6 USA vs Canada, the North American race to STOP using checks 9 Where Accounting and Technology collide… 11 Becoming a Software Entrepreneur Accountant… ***shout out to our sponsor Tallyfor*** 17 Twyla's first Ethics/Integrity TEST 18 Starting, growing, and selling businesses… 19 The Birth of Helm | Cash Flow App… 20 The Birth of the Fresh Princess aka Head of Accounting Relationships at FreshBooks 25 Twyla, what's your North Star? 27 Ackerman's FreshBooks story ***shout out to Mike McDerment*** ***shout out to our sponsor Practice Ignition*** 33 FreshBooks was ahead of it's time… in the cloud since 2003 35 There's room for a 3rd player in the Cloud Accounting GL space… 41 Creating a client experience that your client can't live without 46 Setting our clients up for success 48 Staying in your lane and widening the shoulders… 50 Why is there so much accounting tech coming straight outta Canada? 53 Stepping away from your firm and going deeper in the software biz to become closer to the Accounting Community 59 Give us one piece of advice to share with accounting firm owners… ***shout out to Kenji Kuramoto*** ***shout out to all women in accounting*** www.freshbooks.com/accountants --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Cloud Accounting Podcast
CPA Evolution Is Missing The Weeds

Cloud Accounting Podcast

Play Episode Listen Later Nov 26, 2021 62:24


SponsorsRewind: https://cloudaccountingpodcast.promo/rewindCenterCard:  https://cloudaccountingpodcast.promo/centerClient Hub: https://cloudaccountingpodcast.promo/clienthubNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow Notes3:57 – SPACs Headed for New Wave of Restatements for Accounting Errorshttps://news.bloombergtax.com/financial-accounting/spacs-headed-for-new-wave-of-restatements-for-accounting-errors 5:57 – Senators Question Commissioner About Company Offering Fee-Based Access to IRS Phone Lineshttps://procedurallytaxing.com/senators-question-company-offering-fee-based-access-to-irs-phone-lines/ 11:55 – Opinion | IRS reform will generate a lot more revenue than the CBO thinks - The Washington Posthttps://www.washingtonpost.com/opinions/2021/11/17/cbo-build-back-better-irs-revenue-too-low/ 14:17 – AICPA, NASBA publish revised CPA Evolution Model Curriculum - Journal of Accountancy https://www.journalofaccountancy.com/news/2021/nov/aicpa-nasba-revised-cpa-evolution-model-curriculum.html                                17:20 – A closer look at the Model 20:55 – Practical v. Theoretical – which is better for accounting education? 22:14 – In the weeds – what's missing from the revised CPA Evolution Model Curriculum? 26:21 – Can I get this in Excel? Faculty want the  CPA Evolution Model Curriculum in Excel.  32:54 – The Sage Group plc (SGGEF) CEO Steve Hare on Q4 2021 Results - Earnings Call Transcripthttps://seekingalpha.com/article/4470238-sage-group-plc-sggef-ceo-steve-hare-on-q4-2021-results-earnings-call-transcript Sage posts 10% drop in operating profit after investing in cloudhttps://finance.yahoo.com/news/sage-posts-10-drop-operating-072946722.html Accelerating growth driven by continued strategic progress (PDF)https://www.sage.com/investors/investor-downloads/press-releases/2021/11/full-year-2021-results-17-november-2021/ 35:14 – Intuit inc (INTU) Q1 2022 Earnings Call Transcripthttps://www.fool.com/earnings/call-transcripts/2021/11/18/intuit-inc-intu-q1-2022-earnings-call-transcript/ 38:16 – Chimp Change – how QuickBooks Advanced is heading deeper into the midmark with MailChimpIntuit: Monetizing Its Vast Data Treasure Trove by Creating Better Outcomes For Customershttps://seekingalpha.com/article/4470721-intuit-intu-stock-monetizing-vast-data-better-outcomes-for-customers                 40:24 – What's new in QuickBooks Online: November 2021 – QuickBookshttps://quickbooks.intuit.com/blog/whats-new/whats-new-in-quickbooks-online-november-2021/ 44:53 – Practice Ignition raises $50M | Accounting Todayhttps://www.accountingtoday.com/news/practice-ignition-raises-50m Practice Ignition lands $50M to scale globallyhttps://techcrunch.com/2021/11/17/practice-ignition-lands-50m-to-scale-globally/ 46:29 – Formstack raises $425M for a no-code platform that helps businesses automate their customer and internal workflowshttps://techcrunch.com/2021/11/18/formstack-raises-425m-for-a-no-code-platform-that-helps-businesses-automate-their-customer-and-internal-workflows/ 47:22 – Paychex Adds Support for Vaccination Status Tracking to its COVID-19 Technology Solutionshttps://www.wibw.com/prnewswire/2021/10/19/paychex-adds-support-vaccination-status-tracking-its-covid-19-technology-solutions/ 47:52 – Pixie, the operating system for small accounting firms, pockets £2.25M to grow furtherhttps://www.uktech.news/news/pixie-uk-startup-funding-20211118 48:36 – Accounting tech start-up to double headcount following funding boosthttps://www.siliconrepublic.com/jobs-news/accounting-tech-start-up-double-headcount-funding-boost 49:24 – Scammers Clone Exec's Voice, Steal $35M From Bankhttps://www.newser.com/story/312228/scammers-clone-execs-voice-steal-35m-from-bank.html 52:40 – Listener Voicemail. Thank you!  54:44 – We've Got a Review! Thank you! 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 Google Play: http://cloudacctpod.link/GooglePlay Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsFuture Firm: https://futurefirmaccelerate.com/Accounting Podcast Network: https://accountingpodcastnetwork.com/Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd  Want 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 above to get more info!Full Transcript Available Upon Request - info@cloudaccountingpodcast.com

Earmark Accounting Podcast | Earn Free CPE
Selling Advisory Services

Earmark Accounting Podcast | Earn Free CPE

Play Episode Listen Later Nov 22, 2021 57:22


Our SponsorTo learn more about how Practice Ignition can help your firm eliminate accounts receivable and for 50% off your first three months, visit https://earmarkcpe.com/piOur GuestJosh Lance, CPA, CGMA on Linkedin: https://www.linkedin.com/in/joshualancecpa/

TechCrunch Startups – Spoken Edition
Practice Ignition lands $50M to scale globally

TechCrunch Startups – Spoken Edition

Play Episode Listen Later Nov 18, 2021 3:59


Practice ignition, an Australia-based client engagement and commerce platform for professional service businesses, has raised $50 million (65 million AUD) in a Series C round to accelerate its growth and expand globally. It brings the startup's total raised to $75 million, said Guy Pearson, CEO and founder of Practice Ignition.

TechCrunch Startups – Spoken Edition
Practice Ignition lands $50M to scale globally

TechCrunch Startups – Spoken Edition

Play Episode Listen Later Nov 18, 2021 3:59


Practice ignition, an Australia-based client engagement and commerce platform for professional service businesses, has raised $50 million (65 million AUD) in a Series C round to accelerate its growth and expand globally. It brings the startup's total raised to $75 million, said Guy Pearson, CEO and founder of Practice Ignition.

Sons of CPAs
Determined. Agile. Vision. Evolve. (feat. Dave Olsen, CPA)

Sons of CPAs

Play Episode Listen Later Nov 14, 2021 54:06


Episode #25 Determined. Agile. Vision. Evolve. (feat. Dave Olsen, CPA) recorded 8/23/2021 Dave Olsen, CPA | CEO Nimbl & Nimbl Staffing South Jordan, UT 2 from Brigham Young University accounting to information systems to programming to EY 5 the CFO of a 5 person startup isn't a full-time job 7 Are you a multitasker or an entrepreneur? 9 from India to the Philippines in 2012… ***shout out to Cathy Tio at Nimbl Staffing*** 10 Putting your business pants on in 2017… ***shout out to Patti Scharf, CPA*** 13 The birth of Tanalytics… the death of Tanalytics… ***shout out to Jason Staats, CPA, MBA*** 15 Where did the name Nimbl come from? 18 Your brand should be a reflection of you…according to Scott Scarano

Accounting Influencers
Case Study - Carl Reader: "Practice Ignition Changed My Practice" (Uncut)

Accounting Influencers

Play Episode Listen Later Nov 13, 2021 28:00


On today's bonus UNCUT episode, the Accounting Influencers Podcast interviews Carl Reader on how Practice Ignition changed his firm's approach to debtors and work in progress (WIP). Carl Reader is chairman at multi-award winning firm d&t and Head of Accounting (EMEA) at Practice Ignition. He is Chair of the Practitioner Panel at ACCA and the author of the business book BOSS IT. Carl is widely recognised as a thought leader in the accounting profession, speaking globally to accountancy audiences about a range of topics and acting as an ambassador for small businesses. Key takeaways from the whole interview include: ➤ The challenge for accounting firms of integrating business development to revenue 'in the bank' ➤ The journey accountants go through in choosing the right software for certain jobs in their practice ➤ What one piece of simple functionality prompted a switch from a highly rated competitor to Practice Ignition ➤ What an influencer role as Head of Accountancy involves when working for a software vendor ➤ What 3 questions to ask in taking on an influencer/ambassador role for a company ➤ Describing the Practice Ignition brand in the international fintech world ➤ What Practice Ignition does for accountants, from first impressions before advanced functionality ➤ The 2 major benefits to an accounting firm of using Practice Ignition ➤ Defining true practice management for accountancy firms ➤ How the right software can enhance the client experience for accounting professionals ➤ Explaining why GoProposal and Practice Ignition are 2 very different products ➤ What questions accountants should ask when choosing software to support their practice ➤ The importance of adoption and integration when bringing software into accountancy firms ➤ When makes a successful software implementation with staff in accounting practices ➤ When software vendors become more concerned with sales to accounting firms rather than usage of their products ➤ 3 challenges or red flags an accounting firm may be experiencing to warrant a conversation with Carl Reader ➤ What is coming up for the accounting profession with tech in the next few years https://practiceignition.com (https://practiceignition.com) https://www.linkedin.com/in/carlreader (https://www.linkedin.com/in/carlreader) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

Accounting Influencers
Case Study - Carl Reader: "Practice Ignition Changed My Practice" (Highlights)

Accounting Influencers

Play Episode Listen Later Nov 10, 2021 13:28


Episode 48. On today's show, the Accounting Influencers Podcast interviews Carl Reader on how Practice Ignition changed his firm's approach to debtors and work in progress (WIP). Carl Reader is chairman at multi-award winning firm d&t and Head of Accounting (EMEA) at Practice Ignition. He is Chair of the Practitioner Panel at ACCA and the author of the business book BOSS IT. Carl is widely recognised as a thought leader in the accounting profession, speaking globally to accountancy audiences about a range of topics and acting as an ambassador for small businesses. Key takeaways from the whole interview include: ➤ The challenge for accounting firms of integrating business development to revenue 'in the bank' ➤ The journey accountants go through in choosing the right software for certain jobs in their practice ➤ What one piece of simple functionality prompted a switch from a highly rated competitor to Practice Ignition ➤ What an influencer role as Head of Accountancy involves when working for a software vendor ➤ What 3 questions to ask in taking on an influencer/ambassador role for a company ➤ Describing the Practice Ignition brand in the international fintech world ➤ What Practice Ignition does for accountants, from first impressions before advanced funtionality ➤ The 2 major benefits to an accounting firm of using Practice Ignition ➤ Defining true practice management for accountancy firms ➤ How the right software can enhance the client experience for accounting professionals ➤ Explaining why GoProposal and Practice Ignition are 2 very different products ➤ What questions accountants should ask when choosing software to support their practice ➤ The importance of adoption and integration when bringing software into accountancy firms ➤ When makes a successful software implementation with staff in accounting practices ➤ When software vendors become more concerned with sales to accounting firms rather than usage of their products ➤ 3 challenges or red flags an accounting firm may be experiencing to warrant a conversation with Carl Reader ➤ What is coming up for the accounting profession with tech in the next few years https://practiceignition.com (https://practiceignition.com) https://www.linkedin.com/in/carlreader/ NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus UNCUT episode at the weekend. Martin and Rob love to hear from the show's 6000+ listeners in 140 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

Sons of CPAs
Looking Back to the Future (feat. Chris Farrell, CPA/CEO)

Sons of CPAs

Play Episode Listen Later Nov 7, 2021 53:48


Looking Back to the Future (feat. Chris Farrell, CPA/CEO) recorded 8/16/2021 Chris Farrell, CPA | CEO Liscio.me San Francisco, CA 1 Tell us about how you got started in the accounting industry… 3 Tell us about your dad's embezzlement scandals… 5 Tell us about the coolest thing that happened at USC Santa Barbara… ***shout out to our sponsor Reach Reporting*** 12 Tell us about transitioning from accounting to tech… ***shout out to Oracle & Stratacomm*** 13 Tell us about the first jump, when you left Arthur Andersen… 16 Tell us about Liscio… 23 How did your accounting background help you with a startup? ***shout out to René Lacerte*** ***shout out to Bill.com, Paycycle & Lacerte*** 24 Tell us about not having a CPA for the first couple years… 27 Tell us about some times that you regret not having a good advisor early on… 31 Accountants can be the bridge between the past and the future ***shout out to our sponsor Practice Ignition*** 37 Who is at the table with the entrepreneur? 39 Give us the Liscio sales pitch… 45 Where do you see Liscio in 5 years? 47 Ackerman's screen is frozen… 52 To the next phase of consolidation with our apps… Please leave us a review and subscribe, that would be super dope! --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Sons of CPAs
π's Logic Accounting Brain (feat. Guy Pearson, CEO)

Sons of CPAs

Play Episode Listen Later Oct 25, 2021 51:06


Episode #22 π's Logic Accounting Brain (feat. Guy Pearson, CEO) recorded 8/2/2021 Guy Pearson, CEO | Chief Ignitioneer | Head Janitor Practice Ignition | Sydney, Australia 2 Trading Places and the Crescendo of Agricultural Economics 3 Being older than your father ever was 6 Aussie Rules IPA, Institute of Public Accountants 8 Do you want $20 in the bank or $20,000 at the end of the year? ***shout out to Xero, Skype, Google Suite, Dropbox*** ***shout out to Receipt Bank, Fathom, and Spotlight*** 11 An online ledger with an API, Bank Feeds, Single Ledger… god bless Xero 13 If you've traveled around the world, you probably bumped into an Australian 18 THE BIRTH OF… Interactive Accounting P/L 21 THE BIRTH OF… My Financial Solutions 22 THE BIRTH OF… My PIR (Property Investment Report) 26 Not doing any day-to-day work in your firm after 3 years! ***shout out to Josh Lance*** 28 Firm Ignition, Group Ignition, and Practice Ignition 30 THE BIRTH OF… Practice Ignition ***shout out to Stuart McLeod*** ***shout out to Matt Allen*** 35 When will everyone see the logic of running monthly retainers? ***shout out to Steph Hinds, Head Ninja @ Growthwize*** ***shout out to Rod Drury*** 37 The 3 F's 39 A Global Mindset from Day One ***shout out to Brendan Allen*** ***shout out to Tom Maxwell*** ***shout out to Don Miller*** ***shout out to Tiger Global*** ***shout out to Relay, Xero, Dext, Hubdoc, QuickBooks*** ***shout out to Karbon*** ***SPECIAL shout out to the Practice Ignition Team*** 49 Smarter Together, Better Together 50 It's the End of the Beginning… --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem
Accounting Innovation and Technology Buzz | October 21

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem

Play Episode Listen Later Oct 13, 2021 34:30


I'm Heather Smith and welcome to Cloud Stories, a podcast exploring the Accounting and Business Apps community. Today I'm trying out something new. I've given it the big hairy audacious title of The Accounting Innovation and Technology Buzz: Current News, Trends and Analysis. Joining me on the show is Trent McLaren. You might recall I've interviewed Trent on podcast shows. We've been friends for many years, and I always enjoy our conversations because he has well thought out insights about the industry. Currently, Trent is the Head of the Accounting & Bookkeeping Channel at DiviPay. In his past lives, Trent has probably worked at more Accounting Technology companies than many. Notably, Practice Ignition, Intuit and where I met him at eWay. He also worked for the outsourcing company TOA Global. In this episode, we talk about the many acquisitions that are happening in the industry. * Intuit + MailChimp + DataDear acquisition * We talk about the DiviPay Feature release * Practice Protect report: https://www.linkedin.com/feed/update/urn:li:activity:6851377168572928001/ * Cin7 Inventory and Order Management Trends report: https://www.linkedin.com/feed/update/urn:li:activity:6851377168572928001/ I'm currently working with the Team at DiviPay to help them connect with the Accounting and Bookkeeping community. If you want to read about the way I work with Accounting Apps, please visit http://endorsementdisclosure.com/. You can always see my strategic partners, as they are clearly labelled in pink on the headers of all of my social media platforms. I hope you like listening to The Accounting Innovation and Technology Buzz with Trent McLaren. Let either I or Trent know what you thought of it. You have been listening to the Cloud Stories podcast. I encourage you to subscribe and leave a five-star review, so other people can find this podcast.   Subscribe to the Accounting Apps newsletter here http:// HeatherSmithAU.COM

AFO|Wealth Management Forward
Practice Ignition Founder & CEO, Guy Pearson on Technology, Entrepreneurship, and How to Grow a Modern Accounting Firm

AFO|Wealth Management Forward

Play Episode Listen Later Sep 20, 2021 30:06


This episode features Rory with special guest Guy Pearson, the founder, and CEO of Practice Ignition, a technology company focusing on assisting accounting and bookkeeping firms by offering online proposals, automated billing, and other useful managerial tools. Practice Ignition works with over 5000 firms globally, with offices in Australia, New Zealand, UK, the US, and Canada. He touches on the differences in technology and how the US is few years behind their Australian and New Zealand counterparts, from real-time bank data feeds to their online filing system with AGI, which they've had since the '90s. Guy talks about how technology enables firms to segment information to better understand their client base. Though robots are far from having qualitative conversations and identifying exactly what clients need, automated platforms such as Practice Ignition have allowed accounting firms to boost revenue and client satisfaction because of their bundled services. In this episode, Guy also lays out the foundation of what he looks for when deciding whether or not to invest in a company as an angel investor, emphasizing the importance of finding founders who have felt the pain of what they're trying to solve. What makes an Uber driver more appealing to people than their accountant? Find out in Guy and Rory's insightful discussion this episode. You can't miss it!

Add To Cart
Accessing Investment Without Selling the Farm with Matt Allen from Tractor Ventures | #111

Add To Cart

Play Episode Listen Later Aug 29, 2021 46:27


In this episode of Add To Cart, we are joined by Matt Allen, CEO of Tractor Ventures. These guys offer revenue based finance, meaning that they can provide capital in return for payback (with interest) once you start generating the returns from the investment. This means founders don't have to give away big chunks of equity to unlock growth. They've already got eCommerce leaders such as Kate Morris from Adore Beauty, Ed McManus from Deliveroo and Rob Ward from Quad Lock involved in the fund. In this ep we cover exactly how the Tractor Venture investment model works and the types of businesses it is most suited to. We also cover Matt's observations around how male and female founded businesses differ, hear about the two Shopify apps that Tractor Ventures has backed and learn why Matt thinks moves like Afterpay's acquisition will lead to non-linear growth for Australian innovation. Links from the episodeTractor VenturesAdore BeautyDeliverooQuad LockLinktreeOra 99 DesignsPrincipals by Ray DalioStartmate SyncioDisco LabsSubmarineJB Hi FiMarvelSquareAfterpayShopify Plus & JBHi Fi (sponsored)Signet & Cheers Sweetie (sponsored)Questions answered:At what stage do you recommend founders start looking for investment capital? What do you look for when investing in eCommerce startups? What have you learnt from the big names you've been involved with, like Kate Morris from Adore Beauty and Ed McManus from Deliveroo? This episode was brought to you by… Shopify PlusThink Shopify Plus if just for ‘simple retailers'? Well let me tell you - JB Hi Fi is no simple business. But when their old site crashed for two hours during Black Friday, doing nothing was simply not an option. Shopify Plus was selected as the eCommerce partner to help facilitate the fast growing $5b retailer. However, with over 200 dispatch locations, a reliance on a web of API's and the ability to handle tripling growth - it wasn't an out of the box implementation. But the results spoke for themselves. JB Hi-Fi cruised through a record Black Friday and Cyber Monday in 2019 without a hitch, have reduced average page load time by 15% and were even able to redeploy three techies whose job was to watch the servers to make sure they don't go down! JB Hi FI - not just smashing prices but smashing eCommerce. To read more of B Hi-Fi's story and see other case studies visit the customers sections on shopify.com.au/plus.SignetHow do you like your cocktail gift boxes? Shaken? Maybe. Stirred? Perhaps. Broken? Definitely not. Cocktail giftining company, Cheers Sweetie, were finding that they were regularly coming up against broken items when mailing their gift boxes all over Australia. Not only was iot costing them money but it was a horrible customer experience. Working with our packaging supplier partners, Signet, Cheers Sweetie added an outer protective layer and internal cushioning - all while remaining environmentally friendly. They are now saving over $6,000 a year in broken items. Cheers to that. Visit signet.net.au/blog to find out more. About your host: Nathan Bush from eSuite Nathan Bush is a digital strategist, Co-founder of eCommerce talent agency, eSuite and host of the Add to Cart podcast. He has led eCommerce for businesses with revenue $100m+ and has been recognised as one of Australia's Top 50 People in eCommerce four years in a row. You can contact Nathan on LinkedIn, Twitter or via email.About your co-host:Matt Allen from Tractor VenturesMatt Allen is a deeply experienced founder, operator, mentor and investor and the CEO of Tractor Ventures, a new vehicle for investing that offers founders revenue-based financing. Matt and his team at Tractor are grounded in the belief that secure founders make better business decisions; venture capital money simply isn't the right fit for every business, so Tractor Ventures is filling a funding gap for ambitious founders who want to grow their businesses at a pace that suits them. As an angel investor, he has invested in 30+ companies as part of his portfolio, including BuildKite, Practice Ignition, Spaceship, Qsic, Kasada, Donesafe, Pin and Goterra. Matt is a three-times ex CTO, and led the VC portfolio at AWS for ANZ.You can contact Matt at LinkedInPlease contact us if you: Want to come on board as an Add To Cart sponsor Are interested in joining Add To Cart as a co-host Have any feedback or suggestions on how to make Add To Cart betterEmail hello@addtocart.com.au We look forward to hearing from you! See acast.com/privacy for privacy and opt-out information.

Add To Cart
Accessing Investment Without Selling the Farm with Matt Allen from Tractor Ventures | #111

Add To Cart

Play Episode Listen Later Aug 29, 2021 46:27


In this episode of Add To Cart, we are joined by Matt Allen, CEO of Tractor Ventures. These guys offer revenue based finance, meaning that they can provide capital in return for payback (with interest) once you start generating the returns from the investment. This means founders don't have to give away big chunks of equity to unlock growth. They've already got eCommerce leaders such as Kate Morris from Adore Beauty, Ed McManus from Deliveroo and Rob Ward from Quad Lock involved in the fund. In this ep we cover exactly how the Tractor Venture investment model works and the types of businesses it is most suited to. We also cover Matt's observations around how male and female founded businesses differ, hear about the two Shopify apps that Tractor Ventures has backed and learn why Matt thinks moves like Afterpay's acquisition will lead to non-linear growth for Australian innovation. Links from the episodeTractor VenturesAdore BeautyDeliverooQuad LockLinktreeOra 99 DesignsPrincipals by Ray DalioStartmate SyncioDisco LabsSubmarineJB Hi FiMarvelSquareAfterpayShopify Plus & JBHi Fi (sponsored)Signet & Cheers Sweetie (sponsored)Questions answered:At what stage do you recommend founders start looking for investment capital? What do you look for when investing in eCommerce startups? What have you learnt from the big names you've been involved with, like Kate Morris from Adore Beauty and Ed McManus from Deliveroo? This episode was brought to you by… Shopify PlusThink Shopify Plus if just for ‘simple retailers'? Well let me tell you - JB Hi Fi is no simple business. But when their old site crashed for two hours during Black Friday, doing nothing was simply not an option. Shopify Plus was selected as the eCommerce partner to help facilitate the fast growing $5b retailer. However, with over 200 dispatch locations, a reliance on a web of API's and the ability to handle tripling growth - it wasn't an out of the box implementation. But the results spoke for themselves. JB Hi-Fi cruised through a record Black Friday and Cyber Monday in 2019 without a hitch, have reduced average page load time by 15% and were even able to redeploy three techies whose job was to watch the servers to make sure they don't go down! JB Hi FI - not just smashing prices but smashing eCommerce. To read more of B Hi-Fi's story and see other case studies visit the customers sections on shopify.com.au/plus.SignetHow do you like your cocktail gift boxes? Shaken? Maybe. Stirred? Perhaps. Broken? Definitely not. Cocktail giftining company, Cheers Sweetie, were finding that they were regularly coming up against broken items when mailing their gift boxes all over Australia. Not only was iot costing them money but it was a horrible customer experience. Working with our packaging supplier partners, Signet, Cheers Sweetie added an outer protective layer and internal cushioning - all while remaining environmentally friendly. They are now saving over $6,000 a year in broken items. Cheers to that. Visit signet.net.au/blog to find out more. About your host: Nathan Bush from eSuite Nathan Bush is a digital strategist, Co-founder of eCommerce talent agency, eSuite and host of the Add to Cart podcast. He has led eCommerce for businesses with revenue $100m+ and has been recognised as one of Australia's Top 50 People in eCommerce four years in a row. You can contact Nathan on LinkedIn, Twitter or via email.About your co-host:Matt Allen from Tractor VenturesMatt Allen is a deeply experienced founder, operator, mentor and investor and the CEO of Tractor Ventures, a new vehicle for investing that offers founders revenue-based financing. Matt and his team at Tractor are grounded in the belief that secure founders make better business decisions; venture capital money simply isn't the right fit for every business, so Tractor Ventures is filling a funding gap for ambitious founders who want to grow their businesses at a pace that suits them. As an angel investor, he has invested in 30+ companies as part of his portfolio, including BuildKite, Practice Ignition, Spaceship, Qsic, Kasada, Donesafe, Pin and Goterra. Matt is a three-times ex CTO, and led the VC portfolio at AWS for ANZ.You can contact Matt at LinkedInPlease contact us if you: Want to come on board as an Add To Cart sponsor Are interested in joining Add To Cart as a co-host Have any feedback or suggestions on how to make Add To Cart betterEmail hello@addtocart.com.au We look forward to hearing from you! See acast.com/privacy for privacy and opt-out information.

Sons of CPAs
Beyond Building Momentum (feat. Nikole Mackenzie, CPA)

Sons of CPAs

Play Episode Listen Later Aug 15, 2021 54:43


Episode #11 Beyond Building Momentum (feat. Nikole Mackenzie, CPA) recorded 5/10/2021 Nikole Mackenzie, CPA https://momentumaccounting.com/ Hello and welcome. We are the Sons of CPAs. Join us as we question the current state of the accounting and tax industry with the next generation of professionals leading this space, we are the change agents in an industry fraught with money and inertia. Let's begin The Sons of CPAs with your hosts, Jason Ackerman and Scott Scarano. 0 https://en.wikipedia.org/wiki/Harem 2 the parallels of sports and business 3 shout out to Tammy 4 as a woman, tackling another woman 5 picking up golf during COVID 7 working with an NFL player who was paying $400k in accounting fees! ***NOT sponsor slot*** (kidding, Bill.com) ***NOT sponsor slot*** (kidding, Go Proposal?) 11 working with no scope 20 shout out to the Momentum Team 25 what's the ultimate goal for Momentum? 27 shout out to Will Lopez 29 why do you think it's important that the team has excess capacity? 32 what do you use to measure scope? ***NOT sponsor slot*** (what's up, Practice Ignition?) 34 TIME 37 remember Xero's payroll module? 39 when does a client need to hire Momentum? 41 Momentum's ideal client! ***NOT sponsor slot*** (shout out to QuickBooks Desktop, JUST KIDDING) 42 leverage technology to automate what we do 43 the problems with the family business 44 shout out to Marcus 45 do you get an ROI on the time spent on LinkedIn? 46 ProVisors 50 what piece of technology is missing in the accounting space? 52 creating recurring revenue through automation --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Sons of CPAs
Total Control Accounting (feat. Marcus Mire, CPA)

Sons of CPAs

Play Episode Listen Later Aug 3, 2021 59:51


Episode #9 Total Control Accounting (feat. Marcus Mire, CPA) recorded April 14, 2021 Marcus Mire, CPA https://mire.group/ 5 shout out to Stephanie Mire 5 shout out to Tyler Warner 14 **sponsor slot** (just kidding, Practice Ignition) 19 **sponsor slot** (just kidding, Practice Ignition) 21 shout out to Quentin, John, and Stephanie 26 shout out to Niks 26 shout out to Acuity 30 shout out to Zachary Call 39 shout out to Cal Newport 40 Ackerman thinks he figured out the cause of COVID-19 43 TIME 50 the birth of Total Control Accounting, shout out to Tyler 55 shout out to Stephanie 55 **sponsor slot** (just kidding, Gusto) 55 **sponsor slot** (just kidding, Xero) --- Send in a voice message: https://anchor.fm/sonsofcpas/message

The Successful Bookkeeper Podcast
EP256: Jacqui Cubis - How Workflow Software Can Optimize Your Bookkeeping Business

The Successful Bookkeeper Podcast

Play Episode Listen Later Aug 3, 2021 34:44


Efficiency and time management. For any bookkeeping business owner, these are MUST HAVES, so it's important to find a workflow software that delivers. This week's guest is a small business systems and procedures expert in Australia with more than 15 years experience working in the bookkeeping industry, so she knows all about workflow software and how it can help your business. Jacqui Cubis has also been a Pure Bookkeeping (PB) licensee for over nine years and is a hugely active member in the PB community. During this interview, you'll learn... How workflow software can help your business grow What lessons Jacqui learned when starting her own enterprise What apps she leverages in her businesses Get in touch with Jacqui at jacqui.support@evolutionaryworkflow.com. Connect with her on LinkedIn here.  Learn more about her business, Evolutionary Workflow visit this link.  To explore Pure Bookkeeping, visit PureBookkeeping.com. Time Stamps 2:19 - Jacqui's career journey and how Pure Bookkeeping helped her bookkeeping business grow 7:17 - Outsourcing work off shore and its challenges 10:30 - How integrating workflow software Karbon into her business has helped her businesses thrive 19:40 - Lessons learned from starting her own business 22:31 - How Jacqui discovered Pure Bookkeeping 28:00 - Apps that Jacqui uses most in her businesses (Karbon, Practice Protect, TSheets, Practice Ignition, etc)

Accountants Daily Insider
Paving the way for a better future for accountants

Accountants Daily Insider

Play Episode Listen Later Jul 9, 2021 22:38


Australian Accounting Awards 2021 Thought Leader of the Year Rebecca Mihalic has had her fair share of challenges as a female in the profession. But she hasn't let that slow her down and has instead harnessed her experience to shine a spotlight on a range of gender-equality issues to help pave a better way for the next generation. The businessDEPOT director, founding partner of Aptus Accounting & Advisory, and head of accounting at Practice Ignition also shares her passion for raising awareness on mental health issues, and her focus on cash flow protection for accountants and their firms. Rebecca also gives host Jotham Lian some of her predictions for the financial year ahead as Australia continues to battle through COVID-19 lockdowns.

Aly & Andrews All Aussie Accounting Adventures
Collaboration in Accounting & Bookkeeping - LIVE from Sydney (Part 2)

Aly & Andrews All Aussie Accounting Adventures

Play Episode Listen Later Jun 29, 2021 33:30


We are dropping this episode early because we know you just can't wait another week for the 2nd part. In this one we are LIVE and talking to some really cool Sydney peeps about all things collaboration.We chat with awesome humans, James Robertson, FYI's Chief Revenue Officer and Brendan Allen from Practice Ignition, Senior Account Manager about how tech suppliers can collaborate with accountants and bookies to provide value and not be ‘salesy'We then round it out with the amazing lady in red, Nicole Lynch from Streamline Management who is incredibly community-minded on how to build and sustain collaboration in our community.So join us around the campfire and pull up a whisky (because all of the guests did) as we deep dive into collaboration in our community.FOLLOW US ON THE SOCIALSAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | TwitterCHECK US OUTALL IN ADVISORY | Chartered accountants, business advisors & transactional expertsIllumin8 - Purpose-led cloud-driven accounting humansAAAAA IS PROUDLY BROUGHT TO YOU BY OUR FOUNDING SPONSORSFYI Docs Document management for Xero accounting practicesPractice Ignition Proposal to paid in one placeTOA Global Dedicated outsourcing solutions for Accounting firms in the USA, Canada, Australia, New Zealand, UK and across the globeBGL SMSF administration and ASIC company compliance management software solutionsMUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Instagram

The Raw Take for CEOs
How to Improve Sales Effectiveness by Maximizing Customer Satisfaction

The Raw Take for CEOs

Play Episode Listen Later Jun 10, 2021 31:35


This week we have a special guest... Sarah Courtney, Account Manager at Practice Ignition. They talk about what Practice Ignition is doing to increase customer satisfaction/ enchantment in the onboarding process.

Craft Beer Professionals
HR 101 with Josh Lance (Table HR)

Craft Beer Professionals

Play Episode Listen Later Mar 23, 2021 60:39


Joshua Lance, CPA, CGMA is the founder and CEO of Table HR and founder and Managing Director of Lance CPA Group. In addition to leading these two companies, Josh is adjunct faculty at Northwestern University and University of Vermont and Head of Accounting at Practice Ignition. He enjoys making wine and beer, cooking, traveling, and cheering on the Green Bay Packers and Everton FC. www.CraftBeerProfessionals.org

CFO Talks - Idea Sharing for CFOs
The Shopify for Accountants

CFO Talks - Idea Sharing for CFOs

Play Episode Listen Later Feb 8, 2021 37:15


South African-born, Mark Bartels, has gained a wealth of experience from Silicon Valley to Sydney, now CFO at Practice Ignition, specialising in software to simplify business processes for their clients and ensure they receive payments.

The Startup Playbook Podcast
Ep137 – Matt Allen (CEO – Tractor Ventures) on believers, secondaries & confidence capital

The Startup Playbook Podcast

Play Episode Listen Later Jan 28, 2021 70:18


I'm delighted to be kicking off 2021 by bringing back one of our most popular guests to date, Matt Allen for Ep137 of The Startup Playbook Podcast. Matt Allen is one of Australia's most active and successful angel investors, being amongst the first checks in leading Australian startups such as Buildkite and Practice Ignition, both of which have featured on this podcast previously! He is now the CEO of Tractor Ventures, which is a revenue based investment fund, providing alternative sources and options to founders looking to access capital to unlock growth or create their own safety net through secondary offerings. We dived in deep on this interview and covered a range of topics including: His approach to building a portfolioWhen founders should consider “hitting save” by offering secondariesWhy selling equity can be extremely costly for foundersHow to balance having too much or too little egoWhy founders need confidence capital& much more! Full interview below! Show notes: How to attract technical co-founders with Matt Allen (Startup Playbook Ep028)Niki ScevakGlenn GillenSilver bullets and culture with Glenn Gillen (Startup Playbook Ep047)Noelle Smit (Co-founder @ Teamgage)Scott Thomas (Co-founder @ Creatively Squared)Keith Pitt (Co-founder @ Buildkite)Lachlan Donald (Co-founder @ Buildkite)Equity over ego with Lachlan Donald (Startup Playbook Ep127)BuildkiteTiming, feedback and bootstrapping with DHH (Startup Playbook Ep119)Tractor VenturesMatt Allen (Twitter) Special Thanks: Special thanks to Noelle Smit, Scott Thomas and Keith Pitt for their help with research for this interview! ? Feedback/connect/say hello: Rohit@startupplaybook.co@RohitBhargava7 (Twitter)/rohbhargava (LinkedIn)@rohit_bhargava (Instagram)My Youtube Channel Credits: Music: Joakim Karud – Dreams Other channels: Don't have iTunes? The podcast is also available on Spotify, Soundcloud & Stitcher Audio Player. https://youtu.be/9OEhK5L-8OI The post Ep137 – Matt Allen (CEO – Tractor Ventures) on believers, secondaries & confidence capital appeared first on Startup Playbook.

The CPA MOMS Podcast
#120 - Best Accounting Programs, Technologies And Practices With Tech Maven, Heather Satterley, CPA

The CPA MOMS Podcast

Play Episode Listen Later Jan 10, 2021 33:42


A few months ago in episode #79 of The CPA MOMS Podcast, I had the pleasure of interviewing Heather Satterley, CPA, a second generation CPA mompreneur. In addition to not giving up on her dream to become a CPA, Heather was named one of the Top 50 Women in Accounting 2019 by Practice Ignition. She has a 100% virtual consulting company as well as a YouTube channel called the “Appy Hour”. She and her co-host have free webinars, discussing various technology apps and programs available for accountants, helping them to feel competent and confident with the ever-growing technologies available. After asking our CPA MOMS Facebook Community what they'd like to learn more about in regards to technologies for accountants, I interviewed Heather about best practices for document storage, filing structure and retention as well as the best cloud based accounting programs and more. Heather is a wealth of information that you won't want to miss!  

QB Power Hour Podcast
QB Power Hour - Growth in 2021 - A Cloud Accountant's Playbook

QB Power Hour Podcast

Play Episode Listen Later Jan 5, 2021 60:44


Welcome to 2021 (more importantly, GOODBYE 2020!!! Michelle and Dan have a great panel discussion with Yoseph West from Relay Financial , Ryan Embree from Practice Ignition, and Ian Vacin from Karbon on a Playbook for 2021 Growth for Cloud Accountants. We cover some of the highlights of the project and speak to some of the topics you can access in this resource for your growing practice.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/

Open the Pod Bay Doors
E104 - Matt Allen, Tractor Ventures

Open the Pod Bay Doors

Play Episode Listen Later Dec 21, 2020 58:33


Today's episode features one of Australia's best and most prolific angel investors, Matt Allen. Matt's portfolio includes companies like BuildKite, Practice Ignition, Spaceship, Kasada, Donesafe, Pin and Goterra. At one point or another Matt has been a software developer, founder, technical recruiter, investor and now, a CEO. Most recently, Matt launched Tractor Ventures, a new vehicle for investing that offers founders revenue-based financing. Matt and his team at Tractor Ventures are grounded in the belief that secure founders make better business decisions; venture capital money simply isn't the right fit for every business, so Tractor Ventures is filling a funding gap for ambitious founders who want to grow their businesses at a pace that suits them.In this chat with Ian, Matt talks a lot about his journey as an investor and his approach to angel investing. He explains how making a pretty big bet on Xero got him started with investing, how he collaborates with his wife Aprill on investments and the importance of trust when backing a founder. Matt goes on to share advice for people who want to start angel investing, discussing the what the right check size looks like, the value of syndicates and how to find the sweet spot between individual expertise and interest when building a portfolio. Matt also discusses why his team started Tractor Ventures and how the business works, his experiences working with Startmate, why he never answers emails about blockchain and the story behind his iconic blue cap.Reach Matt on Twitter @mattallen and check out Tractor Ventures.Quickfire RecommendationsBook: Turn the Ship Around! by L. David MarquetPodcast: Out of BetaNews Source: AFRFavourite Tech CEO: Mike Cannon-Brookes and Scott FarquharApp: Slack, MailplaneProductivity Tool: SummitTed Talk Topic: The balance between hungry and starving founders

I Make a Living
Accounting Secrets and Strategic Planning- Twyla Verhelst

I Make a Living

Play Episode Listen Later Nov 2, 2020 25:28


When times get tough (like, say, most of 2020), it can be easy to dismiss an accountant or a bookkeeper as a business frill. Let Twyla Verhelst change your mind. She’s the Head of FreshBooks’s Accountant Channel, and while she’s got a numbers background, her greatest strength is bridging the gap between small business owners and the accounting professionals who work with them. She’s a former start-up founder and one of Practice Ignition’s 2018 Top 50 Women in Accounting, and she’s “an entrepreneur at heart.” Only half of all small businesses use accounting professionals, but they’re now more efficient and affordable than ever before. Today, Twyla talks to us about some of their lesser-known benefits, like helping you craft a powerful 90-day forecast, and finding efficiencies when you feel squeezed. We also talk about why your relationship with your accountant should be great (not just good): you should feel like your business would flop without your accounting professionals.Join the conversation on Facebook in our #imakealiving group, where you can chat about challenges, find resources for success, and stay connected with other entrepreneurs!

The Startup Playbook Podcast
Ep132 – Guy Pearson (Founder & CEO – Practice Ignition) on vision, storytelling & ecosystems

The Startup Playbook Podcast

Play Episode Listen Later Oct 29, 2020 59:15


My guest for Ep132 of The Startup Playbook Podcast was the Founder & CEO of Practice Ignition, Guy Pearson. Guy has helped to transform the accounting industry, initially with Interactive Accounting which launched in 2009 as one of Australia's first cloud-based accounting firms. He went on to launch 5 businesses between the ages of 25 and 28, the last one being Practice Ignition. Practice Ignition has become one of the leading companies in it's space with over 120 staff around the world and to date having raised $35M including a $26M Series B round of funding led by Tiger Global Management. Alongside his role at Practice Ignition, Guy is also an active angel investor and has been invested in over 20 startups since 2013. We covered a range of topics in this interview including: Building for customers of the futureThe key aspects of effective storytelling for foundersHow Practice Ignition and Interactive Accounting grew through ecosystem partnershipsWhy Practice Ignition went global from day 1, by expanding to 4 countries and 4 offices with just 7 staff!Guy's fundraising experience in raising $35M and what he looks for when he angel invests& much more! Show notes: 4 Pines beerNicholas Muldoon (Co-CEO @ EasyAgile)Gareth Bryant (Director @ Interactive Accounting)Interactive AccountingPractice IgnitionXeroSelf managed super fundsMatt Allen Podcast (Startup Playbook Ep028)Matt Allen (Angel Investor @ Practice Ignition)David New (Head of APAC @ Practice Ignition)Receipt BankAirbnb deckLinkedIn Series B pitch deckMichael Wood (Founder @ Receipt Bank)Mikkel Svane (Co-founder & CEO @ Zendesk)Holly Cardew Podcast (Startup Playbook Ep128)Craig Winkler (Co-founder @ MYOB)Adrian Di Marco (Founder of TechnologyOne) Special Thanks: Special thanks to David New and Gareth Bryant for their help with research for this interview. Also a big thank you to Matt Allen for the intro to help make this interview happen! Next interview: Join our next live podcast interview with David Shein, the Co-founder & General Partner of Our Innovation Fund.Date: 10th November 2020Time: 8-9am (AEDT)Registration link: https://tinyurl.com/ep133DavidShein Feedback/connect/say hello: Rohit@startupplaybook.co@RohitBhargava7 (Twitter)/rohbhargava (LinkedIn)@rohit_bhargava (Instagram)My Youtube Channel Credits: Music: Joakim Karud – Dreams Other channels: Don't have iTunes? The podcast is also available on Spotify, Soundcloud & Stitcher Audio Player. https://youtu.be/CsqF2J4NuKs The post Ep132 – Guy Pearson (Founder & CEO – Practice Ignition) on vision, storytelling & ecosystems appeared first on Startup Playbook.

The Startup Playbook Podcast
Ep131 – Domm Holland (Co-founder & CEO – Fast) on networks, transparency & focus

The Startup Playbook Podcast

Play Episode Listen Later Oct 22, 2020 56:38


My guest for Ep131 of The Startup Playbook Podcast was the Co-founder & CEO of Fast, Domm Holland. Domm was previously the Founder & CEO of on-demand towing platform, Tow that processed more than $50M in transactions. During his tenure there, Domm was awarded the top spot on the Deloitte Tech Fast 50 and recognized as the Brisbane Young Entrepreneur of the Year. He is now the Co-founder & CEO of Fast, the world's fastest online login and checkout platform. Despite only being founded 18 months ago, Fast has grown rapidly, growing from a team of 2 to over 65 and raising $22.5M in funding led by Stripe with further participation from Index Ventures and Susa ventures. We covered a range of topics in this interview including: The importance of building organic relationshipsWhy Fast prescribes to “building out loud”Why Fast ignored all inbound leads to focus on building their outbound sales strategyThe key traits you should look for when making your first hire in a new business segment& much more! Full interview below! Show notes: Product HuntFastESTA visaAllison Barr Allen (Co-founder & COO @ Fast)Allison's frictionless finance thesisJan Hammer (Investor @ Index Ventures)Brian Sugar (Founder @ Pop sugar)Nick Molnar (Co-founder & CEO @ Afterpay)StripeTim Doyle podcast interview (Startup Playbook Ep123)bigcommerce.com/DM/fastfast.cotwitter.com/fasttwitter.com/Domm Next interview: Join our next live podcast interview with Guy Pearson, the Founder & CEO of Practice Ignition.Date: 27th October 2020Time: 8-9am (AEDT)Registration link: https://tinyurl.com/Ep132Guy Feedback/connect/say hello: Rohit@startupplaybook.co@RohitBhargava7 (Twitter)/rohbhargava (LinkedIn)@rohit_bhargava (Instagram)My Youtube Channel Credits: Music: Joakim Karud – Dreams Other channels: Don't have iTunes? The podcast is also available on Spotify, Soundcloud & Stitcher Audio Player. https://youtu.be/Gx02Z1HEpO0 The post Ep131 – Domm Holland (Co-founder & CEO – Fast) on networks, transparency & focus appeared first on Startup Playbook.

The Successful Bookkeeper Podcast
EP210: Carl Reader - What You Need To Know About Business Strategy

The Successful Bookkeeper Podcast

Play Episode Listen Later Sep 15, 2020 37:10


Don’t wait for your business growth to happen. Have a strategy to achieve it. That’s according to our guest, Carl Reader, who has over 23 years of accounting industry experience and is the Head of Accounting at Practice Ignition for Europe, the Middle East and Africa. As well, he’s the author of BOSS IT: Control Your Time, Your Income And Your Life. During this interview, you'll also learn... 3 questions to ask when hiring a new employee The advantage of knowing your target market Practice management versus workflow management To find out more about Carl, visit https://www.thesuccessfulbookkeeper.com.

Accounting Influencers
Creating Compliance & Advisory Growth for Accountants

Accounting Influencers

Play Episode Listen Later Jul 9, 2020 21:13


Damien Greathead has more than a decade of experience in cloud accounting, change management and marketing, specifically working with accountants and bookkeepers. Until recently, Damien led Receipt Bank global thought leadership program and customer marketing. He is now Head of Marketing at Practice Ignition. Earlier in his career, he was the Director at the consulting group 2020 Group USA which was acquired by Panalitix in 2016. Today he helps accountants and bookkeepers across the world drop the data entry and do more of what they love. Shownotes: Shout out to 'powerhouses in the accounting profession' Ric Payne, Ron Baker, Chris Fredericksen and Paul Dunn How the 20-20 accounting firm membership group was set up Why the accounting profession is a phenomenal place to be right now How accountants cope with change as a group The power of momentum for accountants in dealing with change and disruption Big up to Chad Davis about what makes the good accountants great The power of the 'action after review' that leads to constant improvement in accounting firms The rise of the smaller more nimble virtual accounting firms who recruit globally and are comfortable in a 'remote' world An example of a virtual accounting firm that has clients globally with no premises and now employees 60+ people Why making good money is actually one of the biggest challenges for accounting firms who want to grow Accounting leaders - how do you balance what you need from your firm right now vz what you want it to produce in the future? Fast growing accounting firms go one vital step further than just adopting new technology Why bookkeeping as a monthly process is simply not efficient these days New technology integrated into old ways of doing things has adverse effects on workflow and KPIs in accounting firms Value pricing vz fixed pricing considerations for accountants Why compliance is definitely not dead and why it's actually the perfect 'foot in the door' for accountants Why it's up to the individual accounting firm to define what advisory services mean to them and then their clients Best practice tips to deliver more successful advisory services in your accounting firm What the good accountancy firms are doing well with differentiating and marketing themselves What actually makes accountants phenomenal sales people if they reframe what selling actually means Why accountants are great at sales but shocking at marketing How accountants can more easily create engaging content which will will them more business and new clients Shout out to great marketing from Andrew Wall, Carla Caldwell and Ryan Lazanis The importance of small changes that build big momentum What's coming up in the accounting profession over the next few years Inspirational lessons learned from doing ironman triathlons, the New york marathon and swimming from Alcatraz (https://bdacademy.pro/wp-content/uploads/2020/07/damien_greathead.png) When he’s not working, Damien has Escaped from Alcatraz several times and has a few ironman triathlons under his belt. You can reach him here... LinkedIn  (https://www.linkedin.com/in/damiengreathead/)

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem
How to create a scalable modern firm that can sell | Ryan Lazanis

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem

Play Episode Listen Later Apr 9, 2020 47:21


Today I’m speaking with Ryan Lazanis Founder of Future Firm. In this episode, we talk about . . . How do you create the best customer experience possible. How you create a scalable modern firm that can sell. Helping firms implement a strategic plan, set up goals, and maintain focus. Some of his favourite technology tools, including Team Works, Xero, Practice Ignition, Spark Hire, Zoom, and Slack. Using blogging to market to and attract client of a particular personality type. How firms can benefit from gig economy accounting. Subscribe to the Accounting Apps newsletter here http:// HeatherSmithAU.COM

The CPA MOMS Podcast
#79 - Interview With Heather Satterley, CPA of Satterley Consulting and YouTube Channel "The Appy Hour"

The CPA MOMS Podcast

Play Episode Listen Later Mar 29, 2020 48:19


What's it like to be a 2nd generation CPA mompreneur?  What does it take to never give up on getting the designation of CPA, even if it means achieving it 15 years after you passed the CPA exam?    Every female CPA has a story and Heather's is fascinating. This week I had the pleasure of interviewing Heather Satterley, CPA.  Heather is a second generation CPA mompreneur and shares her unique journey to becoming a CPA as well as how she supports CPAs in understanding the technology that is available to make their jobs easier and provide essential value to their clients.   Heather was also recently named one of the Top 50 Women in Accounting 2019 by Practice Ignition.   In addition to her 100% virtual consulting company, Heather has a YouTube channel called the “Appy Hour”.  She and her co-host have free webinars, discussing various technology apps and programs available for accountants, helping them to feel competent and confident with the ever-growing technologies available.     Join me for a fascinating interview with Heather and her wonderful words of wisdom for all working moms.   You can find out more about Heather at https://satterleyconsulting.com/ or at https://www.theappyhour.com/  

Cloud Accounting Podcast
How Much Does a CPA Make?

Cloud Accounting Podcast

Play Episode Listen Later Mar 17, 2020 47:54


Congratulations to Practice Ignition's Top 50 Women in Accounting 2019! Also, the union representing IRS workers is concerned about the agency's coronavirus response, the impact of Covid-19 on remote work, Icahn is shorting commercial office space, tech tools for virtual accounting firms, a Turbotax phishing scam, GE is considering kicking KPMG to the curb, how much CPAs make, ways women can overcome CPA firm gender imbalance, follow-up to the Wells Fargo fake accounts scandal, and Amazon is opening bigger cashless stores.

Accountants Daily Insider
Have we achieved gender equality in the accounting industry?

Accountants Daily Insider

Play Episode Listen Later Mar 5, 2020 14:18


In Rebecca Mihalic's experience, women in the accounting profession can often face gender bias, whether it be in the form of unintentionally discriminatory language or an underrepresentation of females in leadership roles. In the lead-up to International Women's Day this Sunday, 8 March, the businessDEPOT director, founding partner of Aptus Accounting & Advisory, and head of accounting at Practice Ignition, joins host Jotham Lian to reflect on the gender-specific challenges she's faced throughout her 20-year accounting career. Rebecca explains how the repetitive nature of certain behaviour made her feel inadequate as a young accountant, shares what helped rebuild her confidence, and provides advice for other young professionals in the accounting space.

Friday Night Live with Accountants Hector Garcia, Michael Ly and Andrew Wall.

Andrew Wall, Hector Garcia & Michael Ly are joined by Guy Pearson of Practice Ignition to talk about some huge updates! https://www.facebook.com/fnlaccountants/videos/517937635806274/

Break the Ceiling
Getting Paid Faster Using Practice Ignition With Tier One Services Co-Founder Jaime Campbell

Break the Ceiling

Play Episode Listen Later Feb 18, 2020 42:12


Practice Ignition is a tool I use in my own business, and with most of my clients because it makes onboarding a client and accepting payments so easy. My guest today has been using Practice Ignition for the last few years. Jaime Campbell is the co-founder and CFO of Tier One Services, a firm of outsourced, year-round CFOs and complete accounting departments. Key takeaways: - How Jamie transitioned her firm from Bill.com and Microsoft Word contracts to Practice Ignition - Why that move impacted her workflow and ability to scale her firm so dramatically - Behind-the-scenes of how I’ve built Practice Ignition into my own workflow at ScaleSpark - Some live consulting with Jaime about how she could improve her own workflow

Count Me In®
Ep. 44: Sarah Elliott - Accounting, Entrepreneurship, and Leadership

Count Me In®

Play Episode Listen Later Jan 22, 2020 14:14


Sarah Elliott, PCC, CPA, and Co-Founder of Intend2Lead, joins Count Me In to talk about her accounting background, her interest and desire to start and run her own business, and how her accounting skills enabled her to efficiently and effectively run her businesses. Sarah believes the future of the accounting profession depends on our capacity to love. Through one-to-one coaching, group learning, and innovation labs, she helps CPAs access the possibility dimension: the place where fear is no longer the enemy. Prior to founding Intend2Lead, Sarah consistently balanced client service, firm management and industry leadership throughout her 14-year career as a practicing CPA. She spent ten years at PwC, where she performed a two-year rotation in their National Office. Sarah is an author, speaker and instructor on coaching and leadership development and an advocate for women in the CPA profession. In 2019, she was recognized by Practice Ignition as one of the Top 50 Women in Accounting. In 2017, 2018 and 2019, she was recognized by AICPA and CPA Practice Advisor as one of the Most Powerful Women in Accounting. Sarah has excellent insight and perspective on the importance of leadership and communication in the accounting profession, so download, listen, rate, and review now!

Visionplanner podcast
Visionplanner podcast #8

Visionplanner podcast

Play Episode Listen Later Nov 20, 2019 24:09


Arjan en Joris doen hun achtste podcast over actualiteiten in de financiële markt en de vernieuwingen bij Visionplanner. Ze spraken over onder andere Xerocon en de interessante ontwikkelingen die daar te zien waren. Je kunt er hier meer over lezen: - https://www.xero.com/uk/events/xerocon/london/ Verder hadden ze het over de offertetools GoProposal en Practice Ignition. Die kun je hier vinden: - https://www.practiceignition.com/ - https://goproposal.com/ Het artikel van John Weerdenburg over het afschaffen van de mico deponeringsplicht kun je hier vinden: - https://www.accountant.nl/opinie/2019/11/weg-met-de-publicatieplicht-voor-micro-entiteiten/

Accounting Influencers
How Xero Got Big & Why Accountants Need to Sell Better

Accounting Influencers

Play Episode Listen Later Nov 13, 2019 26:47


Wayne Schmidt Wayne Schmidt launched Xero in Australia back in 2009. By many people’s reckoning, he had his head in the clouds while everyone else was getting their feet wet. Wayne has since worked in executive-level roles at Xero, MYOB and Reckon and lived in the UK, AUS, China and the USA. After over 30 years of experience in the accounting industry, Wayne has just launched www.socialforgood.org to help train non-profits on how to leverage the power of social media to amply their worthy cause. He currently delivers sales mentoring to selected accounting firms across the world. Shownotes: Shout out to the podcast Business Wars on McDonalds vz BurgerKing, Nike vz Adidas, Gibson vz Fender and other epic battles The birth of Xero in Australia and how the early skirmishes with MYB and Intuitin the desktop vz cloud space How being nimble and an early adopter of social media helped Xero take on the big incumbents in Australia to become #1 Three great questions to ask yourself before you post anything on social media The three step sales and growth strategy Xero followed to become a global business Why Xero will never win America, but could be a strong number 3, which is why their switch to Asia has been so successful that Intuit have retreated Where Sage are now in the accounting software battle with Xero and Intuit Why the Sage-Salesforce union was a very bad idea Most accounting partners in firms are in their 50s which means they’re quite happy with the status quo and a compliance driven profession The whole world is compliance driven and accountants don’t know how to sell advisory, so it will only happen very slowly UK accounting firms should offshore their human resource much more Shout out to The Outsourced Accountant (TOA) for offshoring accounting capability If accounting firms want to grow rapidly, they should niche – accountants can be generalists or specialists, though one earns a lot more Niching as an accounting firm doesn’t mean giving up existing clients Why it’s crazy that partners in an accounting firm have to do the hunting and selling, when they’ve never really had formal sales training Accountants – treat sales as a process vz a relationship, because relationships take too long before people actually buy There’s a big difference between word of mouth and referrals for accountants, and one is much better than the other Why accountants should have sales targets and sales budgets Accountant discovery meetings are generally not run well but are great business advisory conversations How many software vendors indulge in ‘lazy sales’ which is asking questions that can be answered by their website If accountants want to be successful in business advisory, they need to be able to question and sell Everybody can sell and everybody sells – just think of your last interview or date Shout out to B1G1 and what it takes to leave a legacy by giving back to have an impact Accounting firms who have let their bookkeeping go have made a big mistake and should bring it back Shout outs to Fathom, Practice Ignition and Spotlight Reporting Many app vendors use accountants as a route to market rather than educating them. 'The whole accounting world is compliance driven and #accountants don't know how to sell advisory, so change will only happen very slowly' says @wayne_schmidt on the #Accounting Influencers #Podcast with @therobbrown… Click To Tweet (https://twitter.com/intent/tweet?url=https%3A%2F%2Fwp.me%2Fp9RNgp-2mC&text=%27The%20%20whole%20accounting%20world%20is%20compliance%20driven%20and%20%23accountants%20don%27t%20know%20how%20to%20sell%20advisory%2C%20so%20change%20will%20only%20happen%20very%20slowly%27%20says%20%40wayne_schmidt%20on%20the%20%23Accounting%20Influencers%20%23Podcast%20with%20%40therobbrown%E2%80%A6&via=therobbrown&related=therobbrown)...

The Successful Bookkeeper Podcast
EP165: Guy Pearson - Why Efficiency Is One Of The Keys To Your Success

The Successful Bookkeeper Podcast

Play Episode Listen Later Nov 5, 2019 38:22


Efficiency. It’s one of the important pieces to your business success. Our guest, Guy Pearson, knows this. He is the co-founder and CEO of an accounting automation solution called Practice Ignition. It helps accounting firms simplify their workflows and manage all other aspects of their accounting practice. It provides them the time to build and grow their client base while avoiding wasted energy, efforts, and time in producing the same desired results. During this interview, you'll discover... The importance of delivering more value How to improve efficiency at work Why you should invest in your business To find out more about Guy, visit https://www.thesuccessfulbookkeeper.com.

Accounting Influencers
From Accounting Firm Owner to Practice Ignition Founder…

Accounting Influencers

Play Episode Listen Later Oct 24, 2019 22:14


Guy Pearson Guy Pearson is the CEO & Founder of accounting onboarding platform Practice Ignition. His mission is to turn it into the single point of collaboration for small business owners and their advisors. He is an entrepreneurial accountant that is passionate on removing bottlenecks from business processes in order to achieve scalability. Prior to Practice Ignition, Guy started (and still sits on the board of) one of the world’s first cloud accounting practices – Interactive Accounting. Doubling down on the change in the industry, he also invests into the technology around the industry with 10+ angel investments. Shownotes: How the global onboarding software platform Practice Ignition came about A great elevator pitch technique for answering ‘what do you do?’with something like accounting software A global perspective on what kind of shape the accounting profession is in internationally Two big drivers for the accounting profession are in real time banking and online taxes Examples of how countries like China and Brazil log and serialise all B2B revenue We’re at the tip of the iceberg with AI and ML because of the need for structured data We’re close to the movie ‘Short Circuit’ than ‘I-Robot’ or ‘Terminator’ when it comes to what AI is doing in accounting Tech is more of an evolution than a revolution in the accounting world Nobody cares about or values repetitive processes or transaction efforts – they value the outputs of those The easiest way to measure ROI on taking your whole 50 strong team to Bali for a working holiday The role of staff retention and engagement in providing a rich source of quality new employees How the power of a USP or niche positioning makes a good accounting firm great The one drawback for an accounting firms that just sticks to compliance work and tax Why it’s hard for accounting firms to differentiate themselves What makes the good accountants great in today’s business world Good accounting firm bosses put in the right systems, training, clients and processes to make their people run 10% faster every month The big misconception between art, science and pricing in accounting firms The difference between fixed and value pricing for accountants Advisory for accountants is where there are more needs of clients that are not being serviced beyond compliance If accountants help their clients grow, then the amount of compliance work will also grow Numbers are great but numbers without context are useless How funding changed the game for Practice Ignition and what it allowed them to do What shapes decisions like bringing in experienced leaders without ego to drive a company forward Funding and extra resource should be more for innovation than to merely increase efficiency Skunkworks is the ability to take a problem and put resource towards solving it The pain of early start up funding, borrowing from family etc – Practice Ignition went through the familiar entrepreneurial journey Shout out to Michael Wood, co-founder of Receipt Bank for playing a part in the Practice Ignition success What it might take to bring on 130 people in your company over the next 15 months – almost 10 new hires a month The tech entrepreneur’s journey is not always glam and exotic – it’s often a life on the road What’s coming up for the accounting world now that we’ve moved to the cloud What Guy Pearson plans to be doing in five years from now…. 'We're closer to the movie 'Short Circuit' than 'I-Robot' or 'Terminator' when it comes to what AI is doing in accounting' says @guy_pearson on the #Accounting Influencers #Podcast with @therobbrown https://wp.me/p9RNgp-25A #accountex… Click To Tweet...

BGL's Podcast
24. Guy Pearson, Practice Ignition

BGL's Podcast

Play Episode Listen Later Oct 14, 2019 22:52


Guy Pearson, Practice Ignition On day 2 of Xerocon I was joined by Guy Pearson, Guy is the CEO of Practice Ignition  Guy talks about how 2019 has been a transformational year in his life and what has changed for him. Guy also talks about his history in business and a huge amount of other points such as.  What Practice Ignition is  A PI customer success story Guy’s start in Accounting  Running his own Accounting team at 23 Starting an Accounting Firm at 25 The backstory of starting his accounting firm  Why he’s not allowed to sell PI  Improving energy levels  Being grateful and expressing it His thoughts on value based pricing His favourite quotes After this ep was recorded Practice Ignition announced a $26m capital raise  https://www.practiceignition.com/blog/practice-ignition-adds-a-26-million-to-fuel-next-phase-of-growth-in-accounting-innovation

Founders On Air
Interview with Guy Pearson, founder & CEO at Practice Ignition (Business Podcast)

Founders On Air

Play Episode Listen Later Sep 25, 2019 34:41


In this episode we hear from Guy Pearson founder & CEO of Practice Ignition https://www.practiceignition.com/. Guy recently just closed a $26M round, so lots of great lessons and hear his inspiring journey over the past 10 years.Founders on Air:Founders on Air is podcast for founders by founders. Steve Orenstein (Founder & CEO at Zoom2u https://www.zoom2u.com.au/) and Mike Rosenbaum (Founder & CEO https://www.spacer.com.au) interview founders about their story as an entrepreneur. Our aim is to provide you with real & actionable takeaways from each episode to experiment with in your own startup or business. See acast.com/privacy for privacy and opt-out information.

Cloud Accounting Podcast
Lawyer up! The MyPayrollHR fraud saga continues

Cloud Accounting Podcast

Play Episode Listen Later Sep 25, 2019 54:47


Gusto’s Will Lopez joins us to give his take on the continuing MyPayrollHR fraud saga. This week, Cachet gets hit with multiple class-action suits; Michael Mann, CEO of MyPayrollHR, lawyers up with a defense attorney specializing in white-collar crime, and New York politicians, inspired by this scandal, want tighter payroll-industry regulation. In other news, point-of-sale companies are tracking your tipping habits, why the founder of WeWork’s personality helped the company’s rise, but might also cause its fall, and we examine the number-one factor accounting firms need to consider when selling the firm. We’ll also look at big money - Practice Ignition’s $26 million raise, and Stripe’s $35 billion valuation - and even more of the latest accounting and bookkeeping news.

The Business of Bookkeeping
Shining the spotlight on Practice Ignition

The Business of Bookkeeping

Play Episode Listen Later Sep 24, 2019 21:29


Practice Ignition eases the on-boarding process for any new clients working with members of the First Class Accounts network. Their systems create a single smart proposal that can be read, signed and paid in one place. It's little wonder their service is in demand.

From The Trenches
119. Tax Jobs Make You Rich, Real Satire, Nagging Clients & Accountants Exemption

From The Trenches

Play Episode Listen Later Sep 17, 2019 24:58


BEST ON GROUND Paul Meissner Nagging clients have a point, why not listen to them? https://www.accountingweb.co.uk/practice/general-practice/are-nagging-clients-really-that-unreasonable Cheaper debt for being sustainable. David sees strait through this. https://www.commbank.com.au/business/latest/sustainable-finance.html   David Boyar Tax Managers are the most in demand and highest paid jobs in the USA https://www.marketwatch.com/story/the-no-1-job-in-america-with-the-best-career-opportunities-pays-112000-a-year-and-its-not-in-tech-2019-08-14 How does a global tech giant collect cash money? https://www.marketwatch.com/story/uber-customers-paid-more-than-6-billion-in-cash-last-year-and-accounting-for-it-isnt-easy-2019-08-16 How to show the value of a tax break https://twitter.com/nick_a_marie/status/1168520374423678982?s=19   Gig workers are becoming more like employees in this state. https://www.nytimes.com/2019/09/15/upshot/gig-economy-limits-labor-market-uber-california.html   WORST ON GROUND Paul Meissner Advisors as sales people..not a good idea. https://www.afr.com/companies/financial-services/developers-offer-advisers-90-000-to-flog-high-rise-apartments-20190813-p52gk1 The accountants exemption is on its way back. Kind of.  https://www.accountantsdaily.com.au/business/13522-return-of-accountants-exemption-hits-a-snag Agile has its place in small firms. https://www.afr.com/work-and-careers/management/agile-working-revolution-or-fad-20180413-h0yqwr   David Boyar How does EY not pay super on time? https://www.afr.com/companies/professional-services/ey-faces-fines-after-falling-behind-on-superannuation-payments-20190815-p52hde Sales automation looks good but, does it create leads? https://www.facebook.com/groups/theentrepreneurialaccountants/permalink/518545622063643/  Congratulations to our friends at Practice Ignition on raising $26m. Bigger celebration when we celebrate profitability though! https://www.xero.com/blog/2019/09/xero-app-partner-practice-ignition-lands-a26-million-tech-investment/   About Us From the Trenches is brought to you by Paul Meissner from Freedom Mentoring and David Boyar from Sequel CFO. Proudly sponsored by BGL and The Outsourced Accountant.

Innovative Disruptors Podcast
Episode 17 - Getting to know Practice Ignition at the #latinotaxfest

Innovative Disruptors Podcast

Play Episode Listen Later Sep 1, 2019 31:21


What What! We have another episode out today! We are a few days late but later is better than no episode! This week we continue our "Getting to know" series from the #latinotaxfest and this week we get to interview Practice Ignition. For those that do not know Practice Ignition is an onboarding, proposal, and billing software. This is one of those applications that I can honestly say helped me revolutionize and transform my firm. We get to talk to Ryan Embree about what is PI and what exactly it does. We are also accompanied by Will Lopez as my co host We have a great conversation about how accountants and small business owners tend to focus on the numbers instead of their business and Ryan drops us some awesome advice pertaining to utilizing these applications in lieu of a full time employee. The conversation is great and we get to hear some awesome commentary from both of them! Want to reach out to Ryan? ryan@practiceignition.com www.practiceignition.com Want to get in contact with us: Instagram: @innovpod Twitter: @idpodcast1 support@idp.show And as always if you guys love the episode then please like, subscribe, and share! Thanks and hope everyone has a great holiday weekend!

Speaking Ambition
05. Accounting Leader Insight: Bold, authentic conversations that get results

Speaking Ambition

Play Episode Listen Later Apr 29, 2019 47:14


Trent joined us for this week's episode ahead of the London Accountex conference 2019. Trent shares his rocket-fulled rise to from shelf stacker to global accounting thought leader, and how he uses bold authentic conversations to manage a remote team and connect to clients with a shared vision. We also learn why Trent always replies to messages, and how he builds to drive business forward. Trent Mclaren is Australia's thought leader of the year in the Accounting Industry for 2017. He is also ranked and maintains a position in the Avalara top 100 social media influencers for the accounting industry. Holding a spot in the top 15. In such a short amount of time Trent has been nominated for Thought leader of the year 5 times in the last 3 years, and has created millions of impressions and impact with accounting professionals all over the world. He is currently head of accounting and strategic partnerships at Practice Ignition. You can contact Trent here: LinkedIn: https://www.linkedin.com/in/trentmclaren/ Twitter: @trent_mclaren

Finding Fearless
Special Episode: IWD Panel Discussion

Finding Fearless

Play Episode Listen Later Mar 10, 2019 83:46


If you are connected to the online accounting community, you probably have noticed that there has been a plethora of noteworthy industry-related conversation emerging recently within the Twittersphere. From the future of bookkeeping to debunking whether certain apps are truly powered by AI, these conversations have sparked lively back and forths, and a variety of subsequent content pieces. As each hot button topic has unfolded, so have a number of carefully crafted responses of so from practitioners & “industry experts” alike. Even though their individual responses & opinions have varied, the ones that have gotten the most airtime have all been connected by a common thread: they were all produced by men. I'm not knocking the content that these guys wrote, but the cacophony reached a point where some of us started to wonder, where are the women in all of this? Are we somehow getting lost in the noise or do we need have to still shout to be heard in the first place?Women's voices are still dramatically underrepresented in the world of accounting, despite the fact that women make up the majority of the profession. 61.3% of the profession at large is female, and yet we still see a predominate number of men highlighted online & at conferences as “authorities” on topics related to the profession. It's clear that there is a disconnect that goes deeper than the surface because more women than ever before are graduating accounting expertise, yet the top positions of the profession are still overwhelmingly male-dominated and the wide gender pay gap within the profession isn't showing any signs of closing. As one might guess, the statistics for representation & pay for women of color within the profession are even more abysmal. These inequalities are hardly unique to the accounting profession, but the issues are pressing all the same, so it's time for us to set aside some time to start addressing them head-on.With International Women's Day on the horizon, and with it the release of Practice Ignition's list of Top 50 Women in Accounting, it seemed like the perfect time to spark a conversation with women in accounting and provide a place for them to share their stories and opinions around the status of women in the profession. Rather than sitting around waiting for someone else to pass the mic, I collaborated with Practice Ignition to host a virtual panel discussion featuring some of the incredible & inspiring women in the accounting space. The goal of the moment was simple: to shed some light on the experiences, opinions, and triumphs of women in accounting.The panel discussion happened live Practice Ignition's Facebook page the morning of March 8th, and featured some of their Top 50 Women In Accounting finalists, as well as a diverse array of other female voices from across the profession. For those who couldn't make it live, I captured the conversation in this special episode of the Finding Fearless Podcast.  The conversation covered a variety of questions about their entrepreneurial ambitions and the current position of women in the accounting profession, along with talking about the ways that we can elevate more women to within the profession to share their voices & be heard. Although there were only so many questions we could tackle.

Finding Fearless
Episode 18 - Special Episode: IWD Panel Discussion

Finding Fearless

Play Episode Listen Later Mar 10, 2019 83:45


If you are connected to the online accounting community, you probably have noticed that there has been a plethora of noteworthy industry-related conversation emerging recently within the Twittersphere. From the future of bookkeeping to debunking whether certain apps are truly powered by AI, these conversations have sparked lively back and forths, and a variety of subsequent content pieces. As each hot button topic has unfolded, so have a number of carefully crafted responses of so from practitioners & “industry experts” alike. Even though their individual responses & opinions have varied, the ones that have gotten the most airtime have all been connected by a common thread: they were all produced by men. I’m not knocking the content that these guys wrote, but the cacophony reached a point where some of us started to wonder, where are the women in all of this? Are we somehow getting lost in the noise or do we need have to still shout to be heard in the first place?Women’s voices are still dramatically underrepresented in the world of accounting, despite the fact that women make up the majority of the profession. 61.3% of the profession at large is female, and yet we still see a predominate number of men highlighted online & at conferences as “authorities” on topics related to the profession. It’s clear that there is a disconnect that goes deeper than the surface because more women than ever before are graduating accounting expertise, yet the top positions of the profession are still overwhelmingly male-dominated and the wide gender pay gap within the profession isn’t showing any signs of closing. As one might guess, the statistics for representation & pay for women of color within the profession are even more abysmal. These inequalities are hardly unique to the accounting profession, but the issues are pressing all the same, so it’s time for us to set aside some time to start addressing them head-on.With International Women’s Day on the horizon, and with it the release of Practice Ignition’s list of Top 50 Women in Accounting, it seemed like the perfect time to spark a conversation with women in accounting and provide a place for them to share their stories and opinions around the status of women in the profession. Rather than sitting around waiting for someone else to pass the mic, I collaborated with Practice Ignition to host a virtual panel discussion featuring some of the incredible & inspiring women in the accounting space. The goal of the moment was simple: to shed some light on the experiences, opinions, and triumphs of women in accounting.The panel discussion happened live Practice Ignition’s Facebook page the morning of March 8th, and featured some of their Top 50 Women In Accounting finalists, as well as a diverse array of other female voices from across the profession. For those who couldn’t make it live, I captured the conversation in this special episode of the Finding Fearless Podcast. The conversation covered a variety of questions about their entrepreneurial ambitions and the current position of women in the accounting profession, along with talking about the ways that we can elevate more women to within the profession to share their voices & be heard. Although there were only so many questions we could tackle in a since hour, it is my sincere hope that this first discussion sparks many more conversations & opportunities to highlight women from all corners of the accounting community.

Cloud Accounting Podcast
Congrats to the Top 50 Women in Accounting! Also, details on Intuit’s “Expert Connections” test, how many accounts you should have in your CoA, and more

Cloud Accounting Podcast

Play Episode Listen Later Mar 9, 2019 36:59


Shoutouts to some of our favorite people on the new Top 50 Women in Accounting list by Practice Ignition, details on “Intuit Expert Connections,” another test that Intuit is running to gauge interest in a marketplace to connect tax pros and tax firms, a report suggesting that Congress should extend tax season, metrics on the typical number of accounts in a Chart of Accounts, the latest M&A activity in the cloud accounting ecosystem, a survey about remote work, and more

Accountants Daily Insider
Changes on the ground for Practice Ignition in 2019

Accountants Daily Insider

Play Episode Listen Later Jan 24, 2019 14:56


In this episode of Accountants Daily Insider, Trent McLaren, head of accounting and sales at Practice Ignition, will discuss his relocation to London following a year of growth within his organisation. Trent will share the reason behind his relocation and how it will impact his role going forward, while also revealing how it lead to the appointment of new members within his team. Trent will also discuss his thoughts on the Australian accounting sector and how it stands comparative to other markets around the world, and unpack his plans for Practice Ignition as a business that will look completely different two years from today.

Accounting Influencers
How Top Accounting Firms Are Innovating with Technology

Accounting Influencers

Play Episode Listen Later Oct 24, 2018 20:48


(https://bdacademy.pro/wp-content/uploads/2018/07/maria-lauring.jpg) Maria Lauring is the Head of EMEA at Practice ignition, working with partners to drive efficiency within their firm. Having completed her Master’s in International Business and through her range of experience in consultancy and with Practice Ignition, Maria has learnt the importance of improving business processes to boost growth. Practice Ignition was born out of the frustration of working with disconnected processes and systems sought to make a better, more efficient way for accountants to modernise their practice, liberating them from the shackles and headaches usually associated with client engagements. Practice Ignition is all about maximising engagements with the enablement of the modern accounting practice for Xero and Workflow Max for the connected accountant. It helps businesses in automating non-value adding processes to save valuable time and money and thus focus on growth. Shownotes: Australia is the biggest market for accounting technology – they are early adopters of technology and automation In the UK, people are more resistant to change and many aren’t yet buying in to the change that comes with technology The best accounting firms are always looking innovate with their processes and offerings to service their clients better Discover what has changed for accountants in the way their clients run their businesses Accounting firms must market themselves better and differently to clients whose businesses and expectations are changing Cloud based systems are pushing businesses to re-evaluate their functions and eliminate non-value adding processes Progressive accounting firms test new applications on tech-savvy clients to validate their advantages, before offering them a wider audience A really good way of differentiating and gaining a competitive advantage is for accounting firms to position themselves as tech-savvy in the market Accounting firms looking to grow must commit to change and adapt to new technology To completely eliminate the problem of manual processes, accountancy firms need to think ‘ecosystem’ with their technology Accounting has evolved slower than many other industries when it comes to tech What has worked for the last 10 years in accounting firms isn’t what is necessarily going to work in the next 10 years The importance for accountants to be open to change, as things that worked just a few years back might not be benefit the clients anymore And much more… In her spare time, Maria loves running, playing tennis, and is always up to go dancing with friends. Having travelled the world and lived in 5 different countries, she never stops saving up and planning her next trip. To contact Maria on Twitter Liked your Top 100 Club Podcast Interview with Rob Brown" target="_blank">email her directly>> (https://twitter.com/Ignition_Maria) She can also be contacted on  linkedin.com/in/marialauring (http://linkedin.com/in/marialauring)

Two Drunk Accountants
Episode 20 - Guy Pearson Part 2

Two Drunk Accountants

Play Episode Listen Later Sep 20, 2018 45:31


This week is the second half of our chat to Guy Pearson CEO of Practice Ignition. In this part of our chat Guy gives the details of his story from trainee accountant through starting several business and the hurdles he met along the way. Enjoy!

practice ignition guy pearson
Two Drunk Accountants
Episode 19 - Guy Pearson

Two Drunk Accountants

Play Episode Listen Later Sep 13, 2018 48:41


Join Tim and Dan as we discuss all things start up with Guy Pearson CEO of Practice Ignition. We discuss lessons Guy has learned along with the way to start several successful businesses and some tips and tricks. Specifically we discuss why you are the biggest asshole in the room, the importance of mentors and having a vision.

practice ignition guy pearson
Cloud Accounting Podcast
Guy Pearson of Practice Ignition on building an accounting firm from scratch that could scale up without him

Cloud Accounting Podcast

Play Episode Listen Later Aug 30, 2018 33:27


Guy Pearson, founder of Practice Ignition, turned down an offer of partnership in an accounting firm at age 24 to travel around the world for a year. After running out of money, Guy returned to Australia and started an accounting firm out of his house. He set out to automate the firm right out of the gate and built a business that could scale up on its own. That meant Guy could very quickly go off and start a software company called Practice Ignition while running his firm on the side.

Two Drunk Accountants
Episode 17 - Trent Mclaren From Practice Ignition

Two Drunk Accountants

Play Episode Listen Later Aug 30, 2018 54:38


Join Tim and Dan this week as we interview Trent Mclaren 2017 Accounting thought leader of the year and head of accounting and sales at practice ignition! We discuss finding wizards to help you, the importance of ping pong tables and how to find the best mix of apps and tools for your business. Enjoy!

Accounting Influencers
Growth and Success Strategies for Hungry Accounting Firms

Accounting Influencers

Play Episode Listen Later May 13, 2018 28:10


Trent McLaren Trent Mclaren is Australia’s thought leader of the year in the Accounting Industry. He is the head of accounting and strategic partnerships at Practice Ignition. His role see’s him partnering with accounting professionals all over the world as he strives to drive innovation and disruption with his partners. Igniting a culture to challenge the status quo and create true customer centricity. Trent comes with years of experience working with disruptive accountants in his former role at Intuit Australia, as senior business development manager. He has completed his MBA with an elected focus on strategic marketing and has a diverse background in online payments and eCommerce. He was also recently named Thought Leader of the Year at the Australian Accounting Awards. His combined experience between accounting, payments and online ecommerce puts Trent right at the centre of small business disruption that we are witnessing all over the world. Listen to this brilliant interview for these great quotes and takeaways: Why NOT being an accountant brings valuable perspective to the accounting profession How accounting firms are changing from ‘compliance tax shops’ to advisory, wealth and even mortgage broking The importance for accountants to contribute to your business community if you want to develop business The number one factor that has had the biggest impact on the accounting profession in the last 10 years How technology is transforming the way accountants interact with clients Two great outcomes of technology for accountants – the speed at which you can get the work done and the quality of the data you produce for clients Key definitions of business development, marketing and sales for accountants If you’re not confident your accounting firm can deliver on the work, it will restrict your business development efforts The pie is not necessarily getting bigger – most accounting firms only win clients from other accountants The two best ways for accounting firms to set growth targets How a lack of communication skills limits many accountants to more compliance than advisory work The key attributes that make a good work winner or business developer in accounting firms If you take care of your accounting clients deliver beyond what they expect, there will always be a market for you A good answer to the common BD objective “I’m too busy to go out there, network and win more business” Problem on the horizon – a lot of accounting graduates coming out of university aren’t equipped to use all technology Progressive accounting firms are now employing inhouse developers and technology experts These days, we need technically good accountants that are also pretty good geeks! How accounting firms can best encourage or incentivize their people to win business Progressive accounting firms are using Slack, Skype, Zoom etc to engage with clients AND to improve the communications internally with their teams The best piece of sales advice accounting influencer Trent McLaren has ever been given! https://www.practiceignition.com (https://www.practiceignition.com)   |  @trent_mclaren  |  www.linkedin.com/in/trentmclaren

In The Slipstream
Episode 22 - Lighting Up Your Accounting Firm - Guy Pearson

In The Slipstream

Play Episode Listen Later Feb 11, 2018


In this episode we talk with Guy Pearson of Practice Ignition about Lighting up your accounting firm. Amongst a range of interesting topics, we discuss smarter ways of getting paid and other technology efficiencies. Guy also shares some interesting aspects of how he developed his own accounting firm. There were a range of specific initiatives he took which appealed to his target market whilst internally, he led the way in developing a culture which doesn’t stand on ceremony. All in all this interview contains plenty for practitioners, particularly accountants, to absorb and then apply in their own firms.   Guy’s contact details are Email: guy@practiceignition.com Phone: 0401 102 606 Web: www.practiceignition.com Twitter: @guy_pearson @ignitionapp @interactiveaccg Linked In: www.linkedin.com/in/guypearson1/   Scott’s contact details are: Email: scott@slipstreamcoaching.com.au Phone: 0409 870 330 Web: www.slipstreamcoaching.com.au Twitter: ScottCharlton1 Linked In: www.linkedin.com/in/scottcharlton

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem
Ep.51 Trent McLaren – Practice Ignition

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem

Play Episode Listen Later Jan 7, 2018 29:50


It's not what you know, it's who you know: the story of a 28 year old high school drop-out travelling the world of accounting - How did this non-accountant make an impact on a highly educated industry Interviewee Profile Trent Mclaren is Australia's thought leader of the year in the Accounting Industry. He is the head of accounting and strategic partnerships at Practice Ignition. His role see's him partnering with accounting professionals all over the world as he strives to drive innovation and disruption with his partners. Igniting a culture to challenge the status quo and create true customer centricity. Company Profile Practice Ignition is the game-changing automation trigger your practice needs. Handling all aspects of your client relationships, proposals, billings, scope management and beyond. Practice Ignition is the catalyst for true cloud accounting firms wanting to move to fixed fee structures and eliminate their debtors completely. Practice Ignition is a cloud-based onboarding solution that helps you sign more clients, save time and truly transform your workflow automation. How can listeners contact you? Twitter: @trent_mclaren linkedin.com/in/trentmclaren www.practiceignition.com trent@practiceignition.com

The Effective Founder
61: Guy Pearson on Generating Measurable Growth Through Trade Shows

The Effective Founder

Play Episode Listen Later Dec 19, 2017 44:22


Today, on the Early-Stage Founder Show, I'm talking with Guy Pearson, the Founder and CEO of Practice Ignition, a SaaS startup making smarter proposal software to help service businesses win more clients, do less admin, boost cash flow, and scale their business. Guy shares how he and his team have built their business on the back of trade shows and other live events. He walks us through the exact process they follow before, during, and after events to ensure that they get a measurable ROI, warns us of the common pitfalls, and shares how they plan to scale. The first half is super tactical, which has been the focus of this podcast, but we wrap up by diving more into how Guy's role as founder evolved as his company grew and the important changes he had to make to keep up. I'm hoping this provides a valuable angle for listeners, but if I'm off base and you just want tactics and nothing else, let me know.

What's Your And?
111: Guy Pearson rides the waves to better coworker connections [podcast]

What's Your And?

Play Episode Listen Later Nov 22, 2017 32:23


Guy Pearson likes to work. A lot. He started his own firm, Interactive Accounting, one of the first cloud accounting firms in Australia, and a few years later, he started Practice Ignition. He spends so much time with both that he refers to one as his wife and the other, his mistress. When he was younger, he liked to play rugby, but because he’s had to start both companies from the ground up, he hasn’t had much time for hobbies or passions – something that he now realizes needs to change. So he’s being more intentional with making time for surfing, playing basketball, and going to concerts with friends. In this episode, Guy and I talk about how important culture is to a firm or company. He says, "You can train everything else, but you can’t train someone to be a good fit for your culture." Therefore, during the interview process, he’s sure to ask questions that lead to candidates letting their personality out by sharing their hobbies or passions. He thinks coworker relationships are so important, he flies the entire global team to Sydney each April for their internal conference.

Accountants Daily Insider
The personal side to a multi-million dollar start-up

Accountants Daily Insider

Play Episode Listen Later Aug 24, 2017 18:44


Listen in to this week's episode as Katarina Taurian gets past Practice Ignition chief executive Guy Pearson's incredibly laid back exterior to discuss the fast-paced, aggressive, and optimistic life he leads to fuel his ever-growing start-up. Guy talks about how moves in his early career as an accountant taught him the joys and frustrations small businesses face every day, and how he funnelled that into a vision that is taking him across Australia and into the European and North American markets. With a few cheeky stabs at his "stunt double" Trent McLaren thrown into the mix, Guy also talked through how he pushes through industry resistance, backlash and mudslinging to keep his eyes on the prize. www.accountantsdaily.com.au

Marketing Crunch Podcast - Real marketing stories and insights Professional Services Businesses

Guy Pearson of Practice Ignition joins the podcast to talk about how he positioned his firm in the market as the “start-up accountants”.   Before founding Practice Ignition (a software tool to manage the relationships between accountants and their clients), Guy co-founded Interactive Accounting, an accounting firm with a young motivated team focusing on client… The post 9: Dealing With Clients Who Are A Natural Fit appeared first on Marketing Crunch Podcast.

Bizink Podcast
Onboarding excellence

Bizink Podcast

Play Episode Listen Later Mar 28, 2016 33:19


In this episode, Guy Pearson CEO of Practice Ignition shares insights into how to onboard clients to create a profitable and lasting relationship

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem
Ep.28 Guy Pearson – Practice Ignition

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem

Play Episode Listen Later Sep 4, 2015 67:30


Highlights of my conversation with Guy Pearson ·    Taking a holiday break gave him the perspective to launch his own accounting practice ·         Niching to both differentiate and understand your clients businesses ·         Changing from compliance focused to looking forward ·         Accountants adverse to change will end up with a fire sale of their firm ·         Practice Ignition – on-boarding and management solution for accounting practices ·         Navigating relationships with other software solutions Questions ·         Who would you like to have coffee with and why? ·         What inspired you in September 2009 to founded Interactive Accounting? ·         Why do you think it’s important to differentiate your accounting practice by focusing on a niche? ·         Within your own firm you were focused on systemising your firm to achieve a greater ROI. How did you go about doing that? What platform did you do it on? Is this where you recognised the need for Practice Ignition? ·         Can you explain to our listeners what Practice Ignition does? ·         Can you write code? What code is it built on? ·         How does an old school practice move to the clouds, how do they adjust their business model, for such a major upheaval? ·         Would it be easier to just start again? ·         How long have you seen it take, and can you estimate how much they should budget for it? ·         You have had the opportunity to spend time abroad residing in Silicon Valley and roadshows in England and Canada – what’s your perception of the state of the global market and adoption of cloud? ·         Is there any future in a compliance only based accounting practice – that is one that only does tax work? ·         Your accounting practice has won numerous awards from Xero, and your solution Practice Ignition has received investment from one of the main investors in Xero, so it’s fair to say you’ve had a long term relationship with Xero – how do you navigate building relationships with other accounting software solutions? ·         The MD at Interactive Accounting Lisa Callaghan has recently written an article on linkedIN highlighting Capacity Planning and Staff Allocation are both unnecessary pain-points in today’s practices. And she estimates it is taking her $30K a year to achieve. What are your thoughts on this issue? Resources www.practiceigintion.com https://www.facebook.com/PracticeIgnition https://twitter.com/ignitionapp https://www.linkedin.com/company/practice-ignition https://plus.google.com/u/0/b/100124838410297066883/+Practiceignition/about   http://www.practiceignition.com/blog