Accounting Influencers Podcast

Rob Brown (Accounting Influencers Roundtable - AIR)

About

The ACCOUNTING INFLUENCERS PODCAST is hosted by Rob Brown, co-founder of the Accounting Influencers Roundtable (AIR). Join hundreds of others on our next virtual speed networking event for influential leaders and professionals in the accounting, finance and tech world:
https://accountinginfluencers.com/events

On the show, Rob hits topics like leadership, people, talent, performance and success in the public accounting world. Listen for entertaining short interviews with top accounting leaders on what makes the good firms and professionals great. No fluff, just great bite-size insights from the people who count.

The show also features multi-person panels on the key trends, reputation and future of the accounting profession. Stay informed and relevant by subscribing to one of the world's top accounting podcasts.

Host Rob Brown is a renowned presenter, facilitator and chair of high-level conferences, panels and events globally for the accounting and fintech profession. He is retained by many professional networks, alliances, associations, practices and vendors to chair their events and provide high-level interview content for their communities. He is a dynamic speaker and accomplished expert on trust, reputation, employer brand, talent, career development, succession, gen z/generations, employee advocacy and executive presence. https://www.linkedin.com/in/therobbrown/

Rob is author of the bestselling book Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed over 300,000 times on YouTube. He is a stroke survivor, has epilepsy, is a committed Christian and has a black belt in kickboxing. He is based in Nottingham UK, home of Robin Hood, plays chess and backgammon, loves orange chocolate and is allergic to grapefruit.

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752 episodes

Panel: Future Forecast - The Outlook for Accounting

This is an insightful discussion on the future of the accounting profession, featuring an esteemed panel of accounting industry leaders and experts - Gary Boomer, Val Steed, Sarah Beale, and Bob Lewis. They delve into the current state of accounting, the need for change, potential threats like AI and automation, the importance of rebranding and improving the profession's perception, the relevance of accounting qualifications, predictions for the profession's future, and more. The panel acknowledges that while accounting has historically been stable, it's currently facing the most profound changes from all angles - economic shifts, regulatory uncertainties, technological disruptions like AI, and a severe talent shortage. They emphasize that to remain relevant, the profession must adapt, innovate, improve processes, diversify talent, focus on advisory services, leverage technology intelligently, and most importantly, change its perception among the youth to attract the required talent. Key Takeaways: - The accounting profession is amid a transformative period driven by the accelerated pace of change, AI/automation, increased private equity investments, and changing workforce dynamics. Firms that fail to adapt will struggle to survive. - The biggest threat is from entrepreneurs and firms that don't change their mindset from just providing compliance services to becoming strategic advisors understanding and solving clients' core business challenges. - Rebranding the profession is crucial to attract diverse, younger talent by changing the perception that it's just number-crunching to showcasing it as an exciting, entrepreneurial career with varied opportunities. - Accounting qualifications must continuously evolve with changing business needs, emphasizing skills like communication, ethics, sustainability, and digital proficiency along with technical expertise. - Key predictions include greater advisory services adoption, private equity/consolidation, AI-driven automation of routine tasks, and the rise of accounting "big-box" firms offering integrated professional services. - It's an opportune time in accounting, presenting transformative prospects for those willing to develop required skills, embrace technology, focus on advisory/consulting services, and be part of steering the profession's narrative. - Sarah Beale  ◣━━━━━━━━━━━━━━━━━━━━◢ The is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events ◣━━━━━━━━━━━━━━━━━━━━◢ Thanks to our sponsors: ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions...

1h 1m
Apr 01, 2024
Work Life Balance vs Productivity Hacks for Accountants

Rob Brown and Jeremy Clopton discuss work-life balance and productivity in the accounting profession. Jeremy, a thought leader in the industry, shares his candid views on why traditional work-life balance is a flawed concept and offers a fresh perspective on prioritizing life over work. He emphasizes the importance of defining personal success, setting boundaries, and identifying the right work to focus on rather than falling into the hustle culture trap of merely doing more. Jeremy's wisdom challenges the notion that more hours equate to greater productivity and encourages professionals to shift their mindset towards quality over quantity. He provides practical tips for leaders and individuals alike to recalibrate their priorities, acknowledge their contributions to the current situation, and make meaningful changes to improve their work-life harmony. Key Takeaways: __ __ "If you model a life that nobody else wants, then you can't figure out why people don't want to be a partner." Jeremy Clopton ◣━━━━━━━━━━━━━━━━━━━━◢ The is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events ◣━━━━━━━━━━━━━━━━━━━━◢ Thanks to our sponsors: ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london https://www.accountex.co.uk/london/ DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

22m
Mar 25, 2024
Global Panel: The Future for Today’s Accounting Firms

In this panel discussion, host Rob Brown brings together five knowledgeable guests from the accounting industry to discuss the current state of the profession, the challenges and threats it faces, and make bold predictions about the future of accounting. The panelists include Jeff Gramlich (Managing Director, Validus), Pat Morrell (Co-Founder, iWin), Hitender Patil (Director, Datamatics Business Solutions), Doug Lewis (Director, The Visionary Group), and the host Rob Brown. The conversation covers various topics, such as the impact of technology, artificial intelligence (AI), outsourcing, private equity investments, talent acquisition, and the evolving role of accountants. The panelists share their insights and expertise, offering diverse perspectives on the industry's transformation and the changes firms must embrace to remain competitive and future-ready. Key Takeaways: __ __ "Accountants are so very needed, but they just can't reach all the masses that they need to reach, right? So I think it's a great flux to be in." - Hitender Patil ◣━━━━━━━━━━━━━━━━━━━━◢ The is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events ◣━━━━━━━━━━━━━━━━━━━━◢ Thanks to our sponsors: ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com https://www.advancetrack.com/ ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london https://www.accountex.co.uk/london/ DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com https://dext.com/ If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on...

1h 0m
Mar 18, 2024
Panel: Diverse Voices Speak on the Future of Accounting

This engaging roundtable discussion explores the future of the accounting profession from multiple perspectives. Host Rob Brown is joined by Gary Seamus, Lexi Kessler, Roger Kinect and Calvin Harris to debate whether accountants need to change, examine threats and challenges facing the field, discuss making accounting an attractive career choice, and share bold predictions. The panel acknowledges accounting is in flux, with technology, staffing shortages, and an increasingly transactional approach reshaping the profession. However, they see tremendous opportunity amid this disruption for those willing to adapt. Private equity investment, offshoring, and new firm models are expected, as well as a continued push to redefine accounting's relevance and enhance the pipeline of emerging talent. Key Takeaways: __ __ - Roger Kinect ◣━━━━━━━━━━━━━━━━━━━━◢ The is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events ◣━━━━━━━━━━━━━━━━━━━━◢ Thanks to our sponsors: ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london https://www.accountex.co.uk/london/ DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

50m
Mar 11, 2024
How to Disrupt Accounting Firms - Moneyball Metrics

Discover how Bob Lewis shapes CPA firm futures with M&A, advisory services and growth tactics. Essential listening for accountants and CPAs In this episode, host Rob Brown interviews Bob Lewis, CEO of The Vision Group, about major disruptions happening in the accounting industry. They discuss the key inflection points causing disruption such as aging partners, workforce shortages, emerging technologies, and private equity investments. Bob explains the importance of recognizing these disruptions and taking proactive steps to get "disruption ready". He shares insights on managing people, improving firm profitability, preparing for leadership transitions, and rethinking service offerings to meet evolving client needs. Key Takeaways: __ __ Quotable Quotes: "The disruption is occurring all around them and they can't control it." "CPA firms, accounting firms, they're becoming consultant agencies." ◣━━━━━━━━━━━━━━━━━━━━◢ The is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events ◣━━━━━━━━━━━━━━━━━━━━◢ Thanks to our sponsors: ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london https://www.accountex.co.uk/london/ DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore....

36m
Mar 04, 2024
How Consolidation, PE Money & M&A Impacts Accounting

Jim Bourke is a thought leader in the accounting profession. Jim and host, Rob Brown, extensively discuss the impact of private equity investments and rapidly evolving technology on the accounting landscape. Bourke emphasizes the substantial changes brought about by private equity, altering traditional norms of firm acquisitions and augmenting profitability. He also underscores how technology, particularly artificial intelligence and machine learning, is reshaping the profession. He talks about the demographic shift witnessed in the field with younger, tech-savvy professionals driving change. Additionally, the conversation touches upon the challenges and opportunities faced by firms contemplating mergers and acquisitions. Bourke offers valuable advice for both junior and senior professionals in the accounting industry to stay relevant and thrive in the face of these sweeping transformations. Key Takeaways ➯Private equity has permanently changed the accounting profession, affecting acquisitions, firm structure, and revenue models. ➯Technology, such as generative AI, is transforming the way accountants work and offering opportunities for increased efficiency and specialization. ➯Young professionals should view mergers and acquisitions as opportunities for growth and differentiation within the evolving accounting landscape. ➯Successful deals require a period of engagement and cultural alignment, as deals that neglect these factors are more likely to fail. ➯To stay relevant, accountants must embrace change, invest in technology, and adapt to the evolving needs and expectations of clients. ◣━━━━━━━━━━━━━━━━━━━━◢ The is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events ◣━━━━━━━━━━━━━━━━━━━━◢ Thanks to our sponsors: ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london https://www.accountex.co.uk/london/ DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

28m
Feb 26, 2024
How Well Do You Know the Podcast Space in Accounting?

Join Katie Thomas CPA, a top accounting influencer, as she reveals the secrets to successful podcasting for accountants and CPAs. Rob Brown interviews Katie Thomas, a podcasting expert, about the benefits of podcasting for accountants and finance professionals. Katie makes a compelling case for why podcasting is worth the investment of time and resources, even in a crowded space with over 5 million active podcasts. Katie explains how podcasting helps build relationships and trust with both existing and prospective clients. It establishes you as an expert in your niche and gives you a platform to share valuable insights. Podcasting also generates content that can be repurposed across social media, your website, and other marketing channels. Some of the key benefits Katie highlights are: Podcasting builds intimate, "peri-social" relationships with your audience at scale. It's an evergreen source of content that continues generating value long after publication. You gain access to incredibly granular analytics about your listeners. It helps with recruiting talented team members who want to be part of something perceived as great. The barrier to entry is lower than most people think - you don't need millions of downloads to derive tremendous value. Katie also offers practical tips for getting started, like batch recording episodes in advance for busy seasons and working with a professional agency so you only have to focus on the recording. Key Takeaways: ➯ Podcasting builds trust and relationships with your audience. ➯ It establishes you as an expert in your niche. ➯ A podcast spearheads content that can be repurposed across channels. ➯ You don't need millions of listeners to benefit. ➯ Consider hiring an agency to handle production so you simply have to record. ➯"Podcasting is a way that you can build peri-social relationships. So you don’t have to go out 1 by 1 to all these people listening to your podcast or consuming your content that. your content that’s a byproduct of that podcast, but rather those people, they feel like they know you, they like you, they trust you, but you’re doing it on a mass scale." ◣━━━━━━━━━━━━━━━━━━━━◢ The is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events ◣━━━━━━━━━━━━━━━━━━━━◢ Thanks to our sponsors: ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london https://www.accountex.co.uk/london/ DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and...

32m
Feb 19, 2024
How Well Do You Know the Podcast Space in Accounting?

Join Katie Thomas CPA, a top accounting influencer, as she reveals the secrets to successful podcasting for accountants and CPAs In this episode, host Rob Brown interviews Katie Thomas, a podcasting expert, about the benefits of podcasting for accountants and finance professionals. Katie makes a compelling case for why podcasting is worth the investment of time and resources, even in a crowded space with over 5 million active podcasts. Katie explains how podcasting helps build relationships and trust with both existing and prospective clients. It establishes you as an expert in your niche and gives you a platform to share valuable insights. Podcasting also generates content that can be repurposed across social media, your website, and other marketing channels. Some of the key benefits Katie highlights are: __ __ Katie also offers practical tips for getting started, like batch recording episodes in advance for busy seasons and working with a professional agency so you only have to focus on the recording. Key Takeaways: __ __ ◣━━━━━━━━━━━━━━━━━━━━◢ The drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering: https://accountinginfluencers.com/events. Great to build your personal brand and make valuable industry connections in return for a small donation to charity. ◣━━━━━━━━━━━━━━━━━━━━◢ Thanks to our sponsors: ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london https://www.accountex.co.uk/london/ DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious...

32m
Feb 19, 2024
What Links Compliance to Advisory for Accountants?

Rob Brown interviews Geni Whitehouse, an accountant turned speaker, author, and trainer who helps CPAs make the transition from compliance work to becoming trusted advisors for their clients. They discuss why technology hasn't replaced accountants, the importance of communication skills for advisors, asking insightful questions, and overcoming the resistance many accountants have to expanding their services. Geni emphasizes that the future of the accounting profession depends on building deeper relationships with clients by uncovering their goals and turning financial data into meaningful insights. Key Takeaways: __ __ ◣━━━━━━━━━━━━━━━━━━━━◢ The drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering: https://accountinginfluencers.com/events. Great to build your personal brand and make valuable industry connections in return for a small donation to charity. ◣━━━━━━━━━━━━━━━━━━━━◢ Thanks to our sponsors: ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london https://www.accountex.co.uk/london/ DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore. https://www.linkedin.com/in/therobbrown You can also check out all shows on the Accounting Influencers YouTube Channel

33m
Feb 12, 2024
How AI & Chat GPT Are Disrupting Accounting Functions

Explore the impact of AI and Chat GPT on accounting and finance with Nicolas Boucher, the founder of the AI Finance Club founder. Rob Brown interviews Nicolas Boucher about how artificial intelligence and ChatGPT are transforming the accounting and finance functions. They discuss how technology like AI and automation can allow accountants to spend less time on repetitive tasks and more time providing strategic value to businesses. Nicolas shares how the role of finance is evolving from bean counting and transaction processing to business partnering and advising. He emphasizes the importance of strong communication skills for translating financial data into insights and recommendations. AI tools like ChatGPT can help generate financial reports, freeing up time for sensemaking and storytelling. Overall, Nicolas paints a positive future for accounting and finance professionals who embrace new technologies like AI. He believes these tools will augment human capabilities rather than replace them, allowing for more impactful work. Key Takeaways - AI and automation can handle rote tasks, freeing up accountants' time for more value-added work. - Finance roles are shifting from compliance to advisory - providing insights vs. crunching numbers. - Accounting background is still critical for finance - you need to "speak the language of figures." - Communication and storytelling skills will be increasingly important. - Tools like ChatGPT allow faster task completion and easier Python coding for automation. ◣━━━━━━━━━━━━━━━━━━━━◢ The drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering: https://accountinginfluencers.com/events. Great to build your personal brand and make valuable industry connections in return for a small donation to charity. ◣━━━━━━━━━━━━━━━━━━━━◢ Thanks to our sponsors: ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london https://www.accountex.co.uk/london/ DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com If you'd like to sponsor the show and elevate your brand with our audience, reach out to...

29m
Feb 05, 2024
Why Accounting Professionals Need a Personal Brand

Marketing expert Jo Edwards brings 35 years of experience to the topic of personal branding for accountants and CPAs in creating industry rockstars in accounting. Jo shares why building a strong personal brand is critical for standing out and attracting high-quality clients in a competitive marketplace. Rob and Jo discuss how to build an authentic brand aligned with your interests, the power of microniche expertise, and how to measure your brand's progress. Jo emphasizes being intentional about developing your brand and using tools like content creation and public speaking to raise your profile. She offers advice for overcoming introversion and making time for branding activities. Jo argues that amplifying your personal brand is essential for commanding premium fees, generating referrals, fast-tracking your career, and achieving influence in your firm. Key Takeaways: __ __ ◣━━━━━━━━━━━━━━━━━━━━◢ The drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering: https://accountinginfluencers.com/events. Great to build your personal brand and make valuable industry connections in return for a small donation to charity. ◣━━━━━━━━━━━━━━━━━━━━◢ Thanks to our sponsors: ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london https://www.accountex.co.uk/london/ DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com If you'd like to sponsor the show and elevate your brand...

31m
Jan 29, 2024
Busy Season & Beyond: Good to Great for Accountants

Steve Cox, Director of Business Intelligence @ IRIS Software Group, shares what works for accountants and CPAs during and post busy tax seasons. Rob and Steve discuss the international prevalence of busy seasons, and the impact it has on accountants in terms of long hours, stress and mental health. Steve provides advice for accountants on how to get through busy season and how to reflect afterwards on what went well and what could improve. He emphasizes the importance of long-term planning and strategy, reviewing your client list, and looking at processes and workflows. Steve also discusses the role of software vendors in supporting accountants during busy season. He predicts that busy season will continue but technology and benchmarking can help smooth out the cycles. Key Takeaways: __ __ "Is life going to get easier for an accountant? No. Everyone seems to be thinking that AI is either going to come and replace their jobs or make their lives easier." ◣━━━━━━━━━━━━━━━━━━━━◢ The drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. ◣━━━━━━━━━━━━━━━━━━━━◢ You can watch this episode and more on our YouTube Channel https://www.youtube.com/@accountinginfluencers Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube Thanks to our sponsors: ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from...

25m
Jan 22, 2024
Practical Optimism: Tools for Tackling Tough Times

Welcome to the , dropping every Monday to 40,000 accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. For today's show "Ken Schmitt, Founder of TurningPoint Executive Search and 'The Practical Optimist' author, discusses practical optimism tools for accountants in tough times." In this inspiring episode, host Rob Brown interviews author and executive recruiter Ken Schmitt about cultivating practical optimism. They discuss how leaders can create engaged, empowered teams by trusting employees and giving them autonomy.  Schmitt emphasizes taking "baby steps" to make changes sustainable, whether it's becoming more optimistic personally or reaching big goals professionally. He suggests limiting doomscrolling on social media and following more uplifting accounts instead.  Schmitt also stresses the importance of transparency and open communication when mistakes inevitably happen, noting that optimism enables resilience and perseverance. With tips for improving mental health, nurturing relationships, and achieving work-life balance, this episode provides an optimistic roadmap to start the new year off right.   Overall, Schmitt makes the case that optimism is an attainable mindset, not pie-in-the-sky wishful thinking.  Key Takeaways: - Optimism is a mindset and a frame of reference. It's about believing you can make a positive difference, even amidst uncertainty. - Leaders who empower and trust their teams create more engagement and satisfaction. Micromanaging squashes innovation. - Transparency about company culture and clear communication of expectations helps attract and retain the right talent. - Limit doomscrolling on social media. Follow accounts that bring you joy and inspiration instead. - Mental health challenges are surmountable. Seeking help is a sign of strength and agency, not weakness. 

33m
Jan 15, 2024
Transforming Accounting: Aprio CEO Richard Kopelman

Welcome to the , dropping every Monday to 40,000 accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. For today's show "CEO Richard Kopelman unveils Aprio's massive expansion, secret projects and shares invaluable CPA advice for global accounting success." Richard Kopelman, CEO and Managing Partner of accounting firm Aprio, shares his personal philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision to have truly global accounting firms. Kopelman shares how staying positive and persistent has been key to leading Aprio's tremendous growth from $70 million to $450 million in revenue.  He emphasizes the importance of having a well-defined strategic plan and sticking to it, even though growth is never a straight line.  Kopelman also provides insight into transitioning accounting firms beyond traditional partnership structures into more corporate models in order to scale. His vision is to have truly global accounting firms without restrictions.  Throughout the discussion, Kopelman's passion for the profession and commitment to seizing opportunities comes through clearly. Key Takeaways: __ __ ◣━━━━━━━━━━━━━━━━━━━━◢ You can watch this episode and more on our YouTube Channel https://www.youtube.com/@accountinginfluencers Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube Thanks to our sponsors: ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points!

13m
Jan 08, 2024
Inside Aprio: Leading a Top 30 Accounting Powerhouse

Richard Kopelman, CEO and Managing Partner of Aprio, discusses the exciting transformation and rebranding of HA&W into a global business advisory and accounting firm. He explores the high demand for accounting services due to changes in business, regulatory requirements, and technology. A key challenge for accounting firms, according to Kopelman, often lies in mindset, with many professionals needing to shift from a risk-averse outlook to a more positive, entrepreneurial one. He highlights the importance of an inclusive, growing, and nurturing work culture and leveraging technology for business operations, emphasizing the crucial role of data. He shares the hiring strategies of Aprio and discusses the future of the accounting sector, expressing a keen interest in the endless opportunities that constant change brings. Key Moments 00:35 The Current State of the Accounting Profession 01:38 Challenges in the Accounting Profession 02:13 The Importance of a Positive Mindset 03:04 The Growth Mindset in Accounting 04:19 The Aprio Story: From Regional to Global 05:45 The Challenges of Rebranding 08:20 The Role of Technology in Accounting 13:45 Hiring and Recruitment Strategies 15:04 The Importance of Culture in Accounting Firms 18:10 Looking Forward: The Future of Accounting

18m
Jan 02, 2024
Driving Digital Transformation in Accounting Firms

Welcome to the , going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists, and influencers in accounting, CPA, and bookkeeping. Jennifer Warawa is a trailblazer in the accounting world. She's the North American president of a leading firm, a self-made entrepreneur, and even a foster parent. However, her standout achievement isn't just financial—it's a remarkable employee net promoter score (NPS) above 60. Her workplace thrives on purpose, passion, and even a few laughs, like the notorious beanbag chair mishap. Learn how to build a company culture where employees are genuinely happy and engaged. Dive into the world of digital transformation in accounting firms. Jennifer reflects on a stagnant decade-long conversation. While some firms embrace tech, others lag, widening the gap. Discover why change is crucial for future success and explore the clash between fast-paced tech and the traditional accounting profession. Accountants must offer more value by focusing on higher-level tasks. Discover which firms will thrive and how to attract and retain talent. Why resist change? Comfort with the status quo or thinking clients are content might be reasons. However, clients may not fully grasp an accountant's value until they experience it elsewhere. Learn how automation can boost efficiency and allow accountants to focus on high-value tasks. The future beckons—adapt or risk being left behind. YOUTUBE You can watch this episode and more on our YouTube Channel https://www.youtube.com/@accountinginfluencers  GUEST BIO Jennifer Warawa is a seasoned professional with over two decades of experience in the accounting field. She successfully operated her firm in Canada for half of her impressive career. In the other half, she took on various high-profile global executive leadership roles at Sage. Jennifer currently holds the esteemed position of President at QuickFee North America, headquartered in Dallas, Texas. QuickFee specialises in cutting-edge financing, online payment, and e-invoicing solutions, primarily catering to professional service firms, particularly in the accounting and legal sectors. Jennifer's outstanding accomplishments have garnered her a multitude of prestigious honours. She was consistently among the Top 25 Most Powerful Women in Accounting according to the CPA Practice Advisor and the AICPA for an impressive seven-year period from 2013 to 2019. Accounting Today also celebrated her as one of the Top 100 Most Influential People for an impressive nine consecutive years from 2010 to 2018. Furthermore, she stood out as a remarkable talent by being honoured as a member of the "Top 40 Under 40" by CPA Practice Advisor for an impressive six years straight, from 2010 to 2015. Beyond her illustrious career, Jennifer is renowned as a thought leader. As a keynote speaker, she has graced numerous industry events and business conferences, consistently earning top ratings for her insightful contributions. On a personal note, Jennifer and her husband, Shane, have been a devoted foster parent since 2014. Their home has been a haven for 11 children, ranging in age from 6 to 18, exemplifying their deep commitment to making a positive impact in the lives of others. SEASON 4 SPONSORS & LINKS ◣━━━━━━━━━━━━━━━━━━━━◢ We'd appreciate a review on whatever platform you listen to if you like the show. We'd love to get to know you! Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast https://accountinginfluencers.com/podcast For announcements of published shows, tag guests so you can build your network and offer feedback on the...

21m
Dec 25, 2023
The Art of Saying NO & Other Productivity Strategies

Welcome to the , going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists, and influencers in accounting, CPA, and bookkeeping. THE ART OF SAYING NO & OTHER PRODUCTIVITY STRATEGIES WITH MARK FRITZ Mark Fritz focuses on the vital topic of saying no and setting boundaries. Mark highlights the significance of being assertive and maintaining focus to say no to various demands and requests effectively. He emphasises the value of listening and understanding the perspective of others when communicating a refusal. Mark also discusses the challenges busy professionals face, particularly accountants, who often feel overwhelmed by the multitude of tasks and responsibilities they have to handle. He shares his observations on the current era of information overload and the need for individuals to prioritise and do less to achieve more. Mark suggests learning from other sectors can provide valuable insights and strategies for managing workload and avoiding burnout. The episode further delves into the psychological factors behind saying no, such as fear of disappointing others, fear of missing out (FOMO), and the pressure to fit in or be seen as a team player. Mark offers practical advice on overcoming these fears and setting personal boundaries. He advocates for open communication and understanding between colleagues and leaders and the importance of aligning personal and professional priorities. In addition, the episode explores the role of scripts or prepared responses in navigating difficult conversations and saying no clearly and concisely. Mark highlights the importance of staying true to one's boundaries and goals and avoiding over-commitment. Throughout the interview, Mark provides examples, personal anecdotes, and practical tips on developing the confidence and assertiveness needed to say no effectively. YOUTUBE You can watch this episode and more on our YouTube Channel https://www.youtube.com/@accountinginfluencers  GUEST BIO Mark Fritz is an accomplished leader who focuses on driving change across diverse cultures and distances. With a rich international career spanning numerous countries, including Egypt, Netherlands, Italy, and Japan, Mark has successfully spearheaded enterprise-level change initiatives. His expertise lies in leading transformation and reengineering efforts, effectively managing virtual teams, and fostering the growth of diverse, resilient groups. Mark has left an indelible mark on executives and organisations worldwide as a renowned leadership specialist. He has been instrumental in helping them reshape their leadership approaches, resulting in improved outcomes and lasting impact. Mark's influence extends to prestigious business schools like IE Business School and HEC, where he imparts his wisdom through enlightening courses on leadership and influence. Within organisations, Mark crafts tailored leadership programs that fortify leaders and equip them with the tools necessary for growth and triumph. His journey has taken him around the globe, where he's lived in various countries and worked in over 50 nations. Currently residing in London with his Japanese wife, Mark enjoys playing golf and cherishes collaborating with individuals from diverse cultural backgrounds, recognising the invaluable lessons such experiences offer. Mark Fritz is renowned for his commitment to empowering leaders to shift away from micromanagement and embrace a culture of ownership and achievement. His expertise lies in unlocking the full potential of teams. Through impactful keynotes and masterclasses, he delivers inspirational experiences brimming with practical advice and actionable steps. With a steadfast...

23m
Dec 20, 2023
Accounting Firm Talent Strategies: Marina Kooijmans

Welcome to the , going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In this episodes of Accounting Influencers Podcast, Rob Brown, interviews Marina Koijmans, a talent and workplace expert, on the topic of talent management and upskilling in the accounting profession. Marina begins by explaining the challenges of talent management in today's rapidly changing world. She highlights the importance of reskilling and upskilling due to the ever-changing marketplace and the need for organizations to adapt and stay relevant. She mentions that technology-driven change and innovation are key drivers of this need for new skills. The conversation then shifts to the perception of accountants as not traditionally being associated with innovation. Marina acknowledges this but emphasizes that the accounting profession is also evolving and recognizing the importance of upskilling and change. She explains that accountants need to acquire not only technical skills but also digital skills and advisory skills to meet the changing needs of customers. Marina introduces the concept of a skill strategy and explains that organizations need to focus on skills rather than job descriptions. She mentions the importance of internal mobility and how it allows employees to develop new skills in different environments. She also highlights the benefits of international mobility, as it provides opportunities to learn from different cultures and enhance career growth. The conversation then delves into the various skills and competencies that should be part of any skill strategy or framework. Marina outlines five skill groups: technical skills, digital skills, advisory skills, leadership skills, and human skills. She emphasizes the importance of leadership, storytelling, problem-solving, ethics, integrity, and effective communication in the accounting profession. Rob and Marina discuss the challenges faced by accountants in upgrading their skills. Marina acknowledges that many accountants feel comfortable with their current knowledge and are hesitant to step out of their comfort zones, particularly when it comes to human skills. However, she highlights the importance of continuous learning and personal development to stay relevant in a changing landscape. The conversation concludes with Marina discussing different learning approaches and methods. She mentions the use of blended learning, including classroom training, e-learning, and audio books. Marina emphasizes the need for individuals to take responsibility for their own learning and development. Overall, this episode of the Accounting Influencers podcast provides valuable insights into the challenges and importance of talent management and upskilling in the accounting profession. It highlights the need for accountants to adapt, develop new skills, and embrace continuous learning to succeed in a rapidly changing industry. YOUTUBE You can watch this episode and more on our YouTube Channel https://www.youtube.com/@accountinginfluencers  GUEST BIO Marina Kooijman is the Chief People Officer at HLB, based at the Executive Office in London. In this pivotal role, Marina spearheads the development and execution of HLB's comprehensive people strategy, driving the organization towards innovation and inspiration. She is deeply committed to fostering a vibrant corporate culture rooted in HLB's core values and purpose. Marina firmly believes that nurturing talent and cultivating a diverse, inclusive environment, where every individual feels secure, valued, and respected, is the key to achieving business success and sustainable growth. Before...

19m
Dec 11, 2023
Navigating Accounting's Digital Landscape

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

22m
Dec 04, 2023
UK Special: AI Forecasting in Accounting: Chirag Shah

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

21m
Nov 27, 2023
The Accountant-Vendor Relationship: Seth Fineberg

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

41m
Nov 20, 2023
How Accounting Professionals Learn: Stuart Pedley-Smith

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

31m
Nov 13, 2023
Never Mind the Gurus: Tough Talking from Des O'Neill

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

25m
Nov 06, 2023
Associations in Accounting: CIMA President Sarah Ghosh

Welcome to the , going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In this episode of the Accounting Influencers Podcast, we have the honor of hosting Sarah Ghosh, the President of CIMA (Chartered Institute of Management Accountants). Sarah provides insights into the dynamic world of management accounting and its relevance in today's business landscape. With a diverse membership representing various roles and industries, CIMA is at the forefront of shaping the future of finance professionals. Sarah discusses the evolving responsibilities of accountants, from embracing technology and sustainability to promoting inclusion within the profession. The conversation delves into how technology, including AI and machine learning, is transforming the way accountants work and make decisions. Sarah emphasizes the importance of agility and staying updated with technological advancements. Sustainability is another key focus, with Sarah highlighting the role of accountants in addressing sustainability challenges and aligning with regulations and frameworks. She discusses the ethical considerations related to data and the profession's responsibility in promoting sustainable practices. Inclusion is a topic close to Sarah's heart, and she shares her involvement in initiatives like CIMA Women in Leadership, aiming to create a more inclusive accounting profession. The episode offers a comprehensive look at the evolving roles and responsibilities of accountants, providing valuable insights for both current and aspiring finance professionals. Join us for an engaging conversation on the future of the accounting profession with Sarah Ghosh. YOUTUBE You can watch this episode and more on our YouTube Channel https://www.youtube.com/@accountinginfluencers  GUEST BIO Sarah Ghosh is an accomplished finance and IT professional with a keen interest in the transformative power of technology within the business landscape. With a particular fascination for AI and Quantum technologies, Sarah is dedicated to understanding how these innovations are reshaping industries and accelerating decision-making processes. Throughout her career, Sarah has garnered extensive experience and expertise, allowing her to work effectively at the C-suite level across various sectors. Her unique blend of financial acumen and IT proficiency positions her as a valuable asset in the rapidly evolving business world. Sarah's true value lies in her ability to provide insights and practical knowledge during board discussions. In an era marked by economic, geopolitical, and environmental challenges, she brings a wealth of experience to the table, enabling her to inform and influence strategic decisions effectively. Passionate about the implications of technology on value creation, customer experiences, and social and environmental impacts, Sarah Ghosh is a forward-thinking professional dedicated to driving positive change and innovation in the corporate world. SEASON 4 SPONSORS & LINKS ◣━━━━━━━━━━━━━━━━━━━━◢ If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you! Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast https://accountinginfluencers.com/podcast For announcements of published shows, tagging guest so you can build your network and offer feedback on the show:...

27m
Oct 30, 2023
The Fight for Relevance in Accounting: Calvin Harris

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

37m
Oct 22, 2023
Selling Advisory Services for Accountants: Adam Lean

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

27m
Oct 15, 2023
Accounting Trends in AI & Advisory: Richard Francis

Welcome to the , going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In this episode of the Accounting Influencers Podcast, Rob Brown has the the privilege of hosting Richard Francis, the visionary Founder and CEO of Spotlight Reporting. As a global business intelligence software company dedicated to serving accounting firms and CFOs, Spotlight Reporting has been at the forefront of transforming the accounting profession. Richard takes us on a journey through his personal and professional evolution, from his early days in accounting to the pivotal moment when he saw the need for revolutionary reporting, forecasting, and consolidation tools. Richard's passion for driving change in the accounting landscape shines through as he discusses Spotlight Reporting's mission: to empower accountants and CFOs to provide meaningful, value-added services. He emphasizes the importance of advisory services, a topic often overshadowed by compliance, and shares his vision of accountants as catalysts for profound change in their clients' lives. The conversation delves into the recent survey conducted by Spotlight Reporting, revealing fascinating insights into accountants' readiness to embrace transformation and the shift towards more advisory-focused services. Richard's intellectually curious nature and commitment to innovation shine through as he explores the evolving role of technology, artificial intelligence, and the changing dynamics of hiring in the accounting profession. This episode is a must-listen for anyone interested in the future of accounting and the incredible opportunities it offers in a rapidly changing world. Join us as we embark on a journey of discovery, uncovering the exciting prospects that lie ahead for accountants and CFOs alike. YOUTUBE You can watch this episode and more on our YouTube Channel https://www.youtube.com/@accountinginfluencers  GUEST BIO Richard Francis is the visionary founder and CEO behind Spotlight Reporting, a global business intelligence software company catering to the needs of accounting firms and CFOs. Since its inception in 2011, Spotlight Reporting has grown to include over 50 dedicated professionals spread across Australia, the UK, Canada, the US, and New Zealand. Today, it proudly serves as the trusted tool for over 2,000 forward-thinking firms, impacting over 100,000 businesses each month. Notably, Spotlight Reporting has garnered numerous prestigious awards, solidifying its position as a multi-award winner in the industry. Before his remarkable journey with Spotlight Reporting, Richard served as a General Manager at Xero from 2012 to 2014. His expertise in software development led to the successful acquisition of his own software business in 2012. Prior to venturing into the tech world, Richard began his career as a Chartered Accountant, honing his skills at a prominent firm. He later embarked on a transformative journey to the UK, where he spent four enriching years. Upon returning to New Zealand in 2001, Richard and his wife, Julie, embarked on an entrepreneurial path, establishing a 'boutique' advisory practice. This endeavor focused on delivering Virtual CFO and strategic services, further enriching Richard's extensive and diversified background in the accounting and software industries. SEASON 4 SPONSORS & LINKS ◣━━━━━━━━━━━━━━━━━━━━◢ If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you! Main show website. For access to every single show with full shownotes:

32m
Oct 08, 2023
Accounting in Pop Music: Gordon King

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

44m
Oct 06, 2023
Entrepreneurial Thinking in Accounting: Nathan Hirsch

Welcome to the , going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. DESCRIPTION Join host Rob Brown on this captivating episode of the Accounting Influencers Podcast as he dives deep into the entrepreneurial mindset with special guest Nathan Hirsch. Nathan, a lifelong entrepreneur, is renowned for his unique focus on the often overlooked but vital aspects of entrepreneurship: bookkeeping and hiring. As the mastermind behind EcomBalance/AccountsBalance and Outsource School, Nathan has a wealth of wisdom to share about his journey and insights. Nathan's entrepreneurial journey began with co-founding FreeUp.net in 2015, starting with a modest $5,000 investment. Listen as he recounts how he transformed this venture into a remarkable success story, scaling it to an impressive $12 million in yearly revenue before it was acquired in 2019. As a true testament to his expertise, Nathan continues to lead EcomBalance/AccountsBalance, a monthly online bookkeeping service tailored for eCommerce and digital businesses, and Outsource School, a membership platform dedicated to teaching business owners the art of effective online hiring. With over 700 podcast appearances under his belt, Nathan brings his wealth of experience and knowledge to this episode. Delve into discussions about entrepreneurship, his worst moments, and pivotal lessons learned along the way. Explore the fascinating dynamics of selling a business, the due diligence process, and the factors that led Nathan to make such a monumental decision. Discover Nathan's valuable insights into team management, remote Virtual Assistants (VAs), and tips for comprehending your business financials better. Gain exclusive insights into the inception and growth of FreeUp, the keys to its remarkable success, and the nuances of selling a business. Nathan's expertise also extends to his insights on the importance of delegation, hiring strategies, and common hiring pitfalls that entrepreneurs should be aware of. Nathan shares his motivation behind starting Outsource School and EcomBalance, providing valuable insights into hiring distinctions, preferred hiring sources, and the significance of financial knowledge for business owners. As Nathan emphasizes the importance of financials in both operating and selling a business, he also shares his vision for the future of EcomBalance. Don't miss this enlightening episode as Nathan Hirsch and Rob Brown uncover the entrepreneurial mindset, valuable lessons, and strategies that shape the landscape of successful businesses. Tune in for an engaging conversation that offers actionable takeaways for both aspiring and seasoned entrepreneurs alike. Follow Nathan Hirsch on LinkedIn for more insights and updates on his entrepreneurial journey. YOUTUBE You can watch this episode and more on our YouTube Channel https://www.youtube.com/@accountinginfluencers  GUEST BIO Nathan Hirsch, a lifelong entrepreneur, focuses on vital yet often overlooked aspects of business like bookkeeping and hiring. He owns EcomBalance/AccountsBalance and Outsource School. Known for co-founding FreeUp.net with a $5,000 investment, scaling it to $12M in yearly revenue, and selling in 2019, Nathan now leads EcomBalance/AccountsBalance and Outsource School. He's a featured guest on 700+ podcasts and can be found on LinkedIn.Links and Other Info Personal Social Media: ● Facebook: https://www.facebook.com/nathan.hirsch/ ● Instagram: https://www.instagram.com/realnatehirsch/ ● Linkedin: https://www.linkedin.com/in/nathanhirsch/ Business Social Media Links: EcomBalance ●...

32m
Oct 01, 2023
Unpacking Accounting’s FP&A Landscape: Paul Barnhurst

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

26m
Sep 24, 2023