Accounting Influencers

"Best Client Service in Accounting", Tom Wheelwright, a tax expert, joins Rob, the author of the best-selling book, "Tax-Free Wealth". Tom is the founder and CEO of WealthAbility, a global tax and accounting firm dedicated to helping entrepreneurs and investors reduce their tax burden and build wealth.Tom shares his insights and expertise on tax planning and wealth creation topics. He explains how taxes work, why it's essential to have a tax strategy, and what steps individuals and business owners can take to minimise their tax liability.He discusses the importance of financial education and how it can help individuals make informed financial decisions and achieve their financial goals. He shares his perspective on the current state of the economy and offers his advice on how individuals can prepare themselves for potential economic changes.In addition, Tom emphasises the importance of having a team of advisors, including a tax advisor, financial planner, and legal expert, to help individuals make the best fi

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this Talent Special bonus, "Human Capital & Talent in Accounting", host Rob Brown speaks with guest Gary Shamis about the challenges accounting firms face in talent acquisition and retention. Shamis notes the 50% decrease in the pipeline of new CPAs over the last five years and believes that the value proposition in public accounting needs to be improved, creating a deep hole in the industry. He emphasises the importance of focusing on clients, people, and growth, staying up-to-date with the competition, and re-evaluating the value proposition to increase the bottom end of compensation and create a culture of growth.The discussion also covers the impact of automation and robotics on the accounting industry. Shamis advises firms to have a contingency plan and appoint a tech-savvy employee to monitor

"Private Equity Impact in Accounting: Gary Shamis"Rob Brown talks to Gary Shamis about his experience in the accounting industry, from working for one of the Big Eight accounting firms to growing his own accounting firm and eventually selling it to BDO. He also discusses private equity in the accounting industry and the challenges facing the industry.Key Takeaways➤ Private equity firms increasingly invest in various industries, including accounting and financial services. As a result, many accounting firms are shifting their focus to represent private equity and portfolio companies to maintain business and grow their revenue.➤ Private equity partners often have a controlling interest in the companies they invest in and their primary focus is on a return on investment. This can create tension with managing partners trying to implement growth strategies and manage the company's complex operations.➤ Private equity deals between young and old partners are critical, as there may be differences in goals and priorit

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this Talent Special bonus, "Digital Wellbeing for Busy People" Rob Brown interviews Bailey Parnell, an expert in digital culture, social media, and mental health. In this episode, they discuss the skills needed to thrive in a VUCA (volatile, uncertain, complex, and ambiguous) world. Bailey emphasizes the importance of a growth mindset, optimism, and resilience, as well as the interconnectedness of individuals and organizations.The conversation then shifts to the impact of digital culture on work and personal life, with Bailey discussing the dangers of social media addiction and the negative effects of screen culture on physical, sociological, and psychological health. She highlights the importance of accountants being mindful of their social media and screen usage and incorporating practices such as min

"Soft Skills Mastery in a VUCA World: Bailey Parnell", owner of Skills Camp, emphasises the importance of soft skills in the workplace, particularly in high-pressure professions like accounting. She stresses that grit is just one element of resilience and that soft skills are often the skills that characterise our relationships with ourselves and others. Bailey also explains how the VUCA acronym, Volatility, Uncertainty, Complexity, and Ambiguity, applies to the current workplace environment and how soft skills are crucial in navigating it.Bailey and Rob discuss the need for a growth mindset and being open to continuous learning and development. They emphasise the importance of seeking feedback and auditing one's skills to identify areas that require action, especially with the increasing automation of some roles. The speakers differentiate between optimists and pessimists and explain how having an optimistic mindset, particularly in times of change and stress, is crucial. The conversation concludes by emphas

In this Talent Special bonus, "Leading in a People First Culture: Xero's Jen Surtees," host Rob Brown speaks with Jen Surtees, the Director of People Experience (UK & EMEA) at Xero, about the importance of building and leading in a people-first culture.Jen explains that a people-first culture prioritises employees' well-being, development, and growth. She emphasises cultivating a culture where employees can thrive and feel supported. She identifies the first step as identifying the values that will drive the culture and developing a clear vision.Leaders should create a safe environment for employees to voice their opinions and concerns. People leaders can support the culture by ensuring policies and practices align with the company's values. Jen shares top tips for understanding and developing culture, including listening to feedback, identifying areas for improvement, and incorporating change where needed.You can also watch this on Youtube - https://youtu.be/7gz1D2r1IdkGuest Bio:Jen is the Director of Pe

"The Power of a Pipeline for Accountants: Ed Warren"Rob Brown sits down with Ed Warren, an accomplished sales executive with over 25 years of professional services sales and marketing experience. Ed works for Sage, a large accounting software firm, and helps accountants grow their outsourced accounting practice.Ed shares his insights on how the accounting industry has been affected by the Covid-19 pandemic and what the future may hold for the industry. He believes that while the accounting firm space is in a good place given the circumstances, there is also a bit of complacency as they have weathered the storm reasonably well. However, staffing is a huge issue right now, and the industry will have to figure out how to adjust to players with different values than the legacy partner.Ed also discusses the importance of the trusted advisor relationship that accountants have with their clients. He shares tips on how firms can increase their revenue through client advisory services, including cross-selling other se

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this Talent Special bonus, "Accounting Leaders - Good vz Great with Terry Snyder."You can also watch this on YouTube - https://youtu.be/zxhMC7Ty36IIn this episode of the Accounting Influencers Podcast, host Rob Brown welcomes Terry Snyder, a seasoned expert in accounting firm growth. Terry emphasizes the significance of cultivating a growth mindset in accounting and shares practical strategies for expanding your accounting firm. He delves into branding and provides tips on creating a strong brand, including defining your unique value proposition, identifying your ideal client, and creating a consistent visual and verbal identity.Moreover, Terry sheds light on the future of accounting and how firms can brace themselves for the technological changes ahead. He predicts that automation and AI will continue

How Accountants Can Grow with Video: Kate JohnsonOur guest today is Kate Josephine Johnson, owner of Heritage Business Services, LLC, a virtual bookkeeping firm serving small businesses across the United States. Kate is also the Chief Hustler at Bookkeeping Side Hustle, where she helps other accounting professionals build virtual accounting careers they love.In this episode, Kate shares her insights on how accounting professionals can diversify their revenue streams. She discusses various strategies, including eBooks, monthly membership for DIY clients, vendor referral links, YouTube, and sponsorships of newsletter and video content.Kate emphasizes the importance of using video in your business. She shares statistics about the rise of video and explains that you need two skills to make videos: creating and communicating. She also provides different ways to use video, such as internal operations, clients and hot prospects, and external “Know/Like/Trust” marketing.Kate also talks about how to enter the accounti

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.You can view this episode on Youtube here: https://youtu.be/-Iz8GJtQmQsYour commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/saman

"Do Accountants Make the Best CFOs? Steve Rosvold."Steve Rosvold is the Founder of CFO.University, a professional development platform for finance leaders. He spent 20 years leading corporate finance teams honing his ability to drive change, improve profitability and ensure long-term financial health for businesses before creating an advisory practice that grew into CFO.University.The company’s foundation is built on the four pillars of CFO success: Accounting, Finance, Treasury and Leadership and its mission is to deliver practical, performance enhancing and convenient professional development to finance leaders all around the globe.In this episode, we discuss how accountants and CPAs are dialed into governance, financial control and historical reporting, but how this often locks them out of future focus, predictions, and analytics. If accountants and CPAs don't have the right skills, what do they need?Steve shares the four pillars of success in COF University that lead to mastery as a senior financial offic

This bonus episode of the Accounting Influencers podcast is part of a series to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.You can check this episode out on Youtube here: https://youtu.be/ink1NDsoW-IYour commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels areTo inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning

"What Is Accounting Transformation? Donny Shimamoto."Donny Simamoto is the founder of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm accelerating innovation and organizational development for small and mid-market businesses and nonprofits. He is recognized as a global thought leader and educator in the fields of accounting innovation, IT risk management, and performance management.Key questions addressed in this episode :☛ the origins of the Center for Accounting Transformation and what's happening at that brand here: www.improvetheworld.net☛ what exactly is meant by 'accounting transformation'☛ key areas of accounting transformation, including accounting firms , tax, audit, outsourced accounting and☛ how the accounting firm transformation assessment works and the 6 major transformation areas firms must understand☛ blueprints for tax return preparation automation and outsourcing that looks at the end to end tax return process☛ findings on research into keys to success with tax staff outsourcing☛ u

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.Check this out on Youtube here: https://youtu.be/Pg0WqaNQbk8Your commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/S

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels areTo inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. ***Note from next week Mon 6 January 2023 this show reverts back to the popular Accounting Influencers Podcast as a title. You don't need to do anything - just make sure you stay subscribed when the show title changes. ***In today's episode 31 , "Building a Successful LinkedIn Network: Nancy Fox."You can also watch this on youtube here: https://youtu.be/kdG9WBuRzMoNancy Fox is a former corporate executive in manufacturing, launching her coaching and training business in 1999. She has trained and coached senior executives in leadership, communications, and business development. Nancy first experienced the fulfillment of fractional leadership when she became the Fractional Business Development Officer in professional service firms, guiding accounting and l

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.You can also watch this interview with Sam Loui on Youtube: https://youtu.be/Y4aB7FTuCbMYour commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.link

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.This panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels areTo inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and

This is the "Success in Accounting" show, going live every Monday to 150 countries and 31,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.Soon this will revert back to its previous name, the Accounting Influencers Podcast from Mon 6th Feb 2022 so stay subscribed and enjoy some of the excellent guests and panels we've got lined up with the world's top accounting influencers and experts.In today's episode 30, "Why Accountants Need Communities: Bryan Williams."Bryan Williams, partnerships and community expert tells host Rob Brown why accountants should be building communities for greater business opportunities.You can also watch this on youtube here: https://youtu.be/Y4aB7FTuCbMBryan Williams is the founder of Hockey Stick Advisory which helped tech businesses to grow and scale through building curated partnership ecosystems, so that they can reach their full potential, faster. Bryan’s role as founder is to help the next generation of aspiring tech