Accounting Voices Podcast

Rob Brown
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May 25, 2023 • 21min

Accountex 2023 review – The World’s Biggest Event?

Welcome to the Accounting Influencers Podcast, going live every Monday and Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this special episode of the Accounting Influencers Podcast, host Rob Brown and co-host Martin Bissett are joined by Caroline Hobden, the head of the team behind Accountex, one of the world's biggest shows in the accounting industry. They discuss the tremendous success of the recent Accountex event, with a record-breaking 20% increase in floor space and over 10,000 attendees. Caroline attributes their achievements to her team's hard work and relentless marketing efforts.She discusses the international appeal of Accountex, with attendees from around the world, and the excitement surrounding future events. Overall, the episode offers a glimpse into the incredible buzz and energy of Accountex and sets the stage for its future endeavours.You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencersGuest BioCaroline Hobden is a highly experienced professional in event organization and management. She oversees the globally recognized Accountex brand, including Accountex London, Accountex Summit Manchester, Accounting Insight News, and the Accountex Webinar Programme. With over 20 years of experience, Caroline has successfully launched exhibitions, e-newsletters, and curated complex programs with multiple streams and speakers. She is known for her passion and expertise in sales and sponsorship management, conference producing, research, business development, and delegate sales.Caroline is dedicated to providing valuable opportunities for professionals in the accounting and finance industry to grow their practices and connect with industry experts.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe’s largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.https://www.accountex.co.uk/london/
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May 24, 2023 • 26min

Solving Talent Problems in Accounting: Jason Staats

Welcome to the Accounting Influencers Podcast, going live every Monday and Thursday 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 interviews Jason Staats, an accomplished entrepreneur and CPA, to provide insights on how to grow an accounting firm. Jason shares his experience and expertise in building a $5M accounting firm, as well as in producing content and providing thought leadership on sustainable accounting firms, AI adoption, and software partnership.The importance of being able to say "no" and capitalising on the coolest "yeses" to engage, as well as defining the type of clients and employees the firm is best for. Jason also highlights the need for a compelling vision to differentiate the firm and build a team around the right abilities. He emphasises that it's essential to ensure that the support structure for the team is built to prioritise emotional health and mindfulness.Lastly, Jason shares his insights on the calculation for individuals just entering the accounting profession and the need to find the right place that aligns with their abilities and way of working best. Overall, the episode provides valuable advice for accountants looking to grow their firms and build a team around the right skills.You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencersGuest BioJason Staats is an accomplished CPA and entrepreneur, running a $5M accounting firm and an online community for accounting firm owners. He produces content and provides thought leadership on sustainable accounting firms, AI adoption, and software partnership. He is also a prolific content creator with a YouTube channel and weekly newsletter. In his spare time, he enjoys spending time with his family.YouTube: https://www.youtube.com/channel/UC_Z0mb0RshEg6Nu0PkebBPATwitter: https://twitter.com/JStaatsCPALinkedIn: https://www.linkedin.com/in/jstaats/◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe’s largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.https://www.accountex.co.uk/london/
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May 21, 2023 • 28min

Accounting Leadership in Tough Times: John Fenton

"Accounting Leadership in Tough Times", John Fenton speaks with host Rob Brown about his experience as a managing partner at BDO and his passion for leadership. Fenton draws upon his background in athletics, particularly in football and martial arts, to emphasise the importance of mindset, self-awareness, and intentionality of ineffective leadership. He stresses the need for leaders to take a step back, breathe deeply, and create white space on their calendars to centre themselves, make better decisions, and build deeper relationships with their employees and clients.Fenton also touches on the power of active listening and focusing on what is most important. He believes that allowing oneself to be more centred leads to deeper, more meaningful relationships with employees and clients. Fenton also shares his personal experience with goal setting and how it changed his life, motivating him to work towards achieving his potential as an athlete and ultimately leading him to a successful career in accounting. This episode offers valuable insights into effective leadership strategies for accountants looking to grow their firms.John Fenton is a seasoned executive coach, speaker, and author who specializes in helping leaders navigate tough and complex situations. With a black belt in tai chi and over two decades of experience as a managing partner at BDO USA, John brings a unique perspective to leadership development.As the founder of John J Fenton Executive Coaching, John has worked with diverse leaders, from managing partners at professional firms to board executives and CEOs. He understands the inner game of leadership, and his methodology focuses on developing the mindset, purpose, and culture necessary for success in today's rapidly changing world.John also authorises the best-selling book 5 Minute MasteryTM, which provides practical advice and strategies for leaders who want clarity and more freedom. He is an award-winning speaker on executive leadership excellence, having spoken at conferences and events worldwide.In addition to his professional accomplishments, John is a heart attack survivor and a strong advocate for well-being in the workplace. He is passionate about helping leaders overcome imposter syndrome, manage to overwhelm, and develop emotional intelligence.John's three special topics are leading in challenging times, winning the talent battle, and the top five challenges for modern-day leaders. In his work, he emphasises the importance of purpose, culture, diversity, equity, and trust and provides actionable insights for leaders who want to thrive in 2023 and beyond.Connect with Johnhttps://JohnJFenton.com/contacthttps://LinkedIn.com/in/JohnJFentonCeoCoach◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast 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 Channelhttps://www.youtube.com/@accountinginfluencersJoin 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/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubeThanks 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.comACCOUNTEX. 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/londonDEXT. 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.comIf 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
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May 17, 2023 • 4sec

Accounting Leaders & Their Problems: Katie Best

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 & Their Problems" Rob chats with Katie Best, a leadership coach and consultant. He discusses the challenges faced by professional services firms and their leaders and how coaching, consultancy and leadership development can help in overcoming these challenges. Katie explains that some common problems firms face include recruiting and retaining top talent, adapting to the hybrid work model, and staying ahead of the curve with new technology.Katie emphasises the importance of having a distinct culture and unique flavour to appeal to potential employees while acknowledging the commonalities across different sectors. She also discusses her upcoming book on messy leadership problems and a framework that leaders can use to solve problems they face.Katie highlights the challenges faced by individual leaders, especially the link between the work that an individual leader does and the more comprehensive corporate strategy, and how coaching can be used to overcome these challenges. Finally, she discusses the importance of engagement, culture, and personal relationships in leadership, especially in the current climate where work-life balance and mental health are becoming increasingly important.You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencersGuest BioDr Katie Best is a renowned leadership coach, consultant and Visiting Fellow at LSE and King's College, with a passion for helping leaders and their firms navigate complex and challenging situations. With years of experience in coaching, consultancy and leadership development programmes, Dr Best has helped partners and senior leaders from top-tier firms such as EY, KPMG and RSM to tackle their most challenging leadership dilemmas.Dr Best's expertise in leadership has also made her a sought-after speaker at events, where she shares insights and perspectives on leadership in today's ever-changing business landscape. She is also working on a book about messy leadership problems, which will be a valuable resource for leaders looking to improve their leadership skills.Outside of work, Dr Best is an avid fan of competitive socialising, flea market hunting and travelling. Her love for sports has led her to attend the Women's Euros final, where she nearly passed out from excitement. Dr Best lives in North London with her husband and daughter, where she inspires and supports leaders to achieve their full potential.www.linkedin.com/in/drkatiebestwww.katiebest.com/sign-up◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe’s largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.https://www.accountex.co.uk/london/
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May 14, 2023 • 27min

Selling to Accountants: Hard or Easy? Jason Staats

Rob Brown interviews Jason Staats, who creates content on Twitter, LinkedIn, and YouTube to help people run accounting firms in a more fun and sustainable way. Staats discusses how he got into accounting and why he had to find a creative way to contribute because he needed to be a better tax preparer. He also touches on mental blockers that keep accountants from being more intentional versions of themselves and falling into the trap of working hard and thinking they've done their best.Staats discusses the current state of the accounting industry, noting that it was challenging before COVID-19 and even more so after. He says there is a massive opportunity in the industry, but people need to get out of their way and not try to be everything for everybody at their own expense. He also talks about accountants' emotional connection with their clients and how it's hard to say no to them because of that connection.Finally, Staats discusses the difficulty in reaching accountants and selling to them, noting that some companies do it well and understand how to speak the accountant's vernacular. He mentions that accountants carry the stresses of their clients and that it's the most challenging aspect of what they do. Overall, the episode provides valuable insights for accountants looking to grow their firms in a sustainable and fulfilling way.Jason Staats is an accomplished entrepreneur and thought leader in accounting. He founded a $5M accounting firm, which he has run for 18 months. In addition, he has built a SAAS to $30k MRR, sold a startup, built a creatorpreneur business to $10k MRR, and produced commercials for brands like LinkedIn and Zapier.Today, Jason helps people in three key areas. Firstly, he produces content to help accounting leaders develop more sustainable firms. Secondly, he provides thought leadership on adopting automation and AI to support public accounting. Thirdly, he helps software companies to better partner with the accountant channel and leverage AI in their products.Jason is a prolific content creator and regularly shares his insights and ideas through his weekly newsletter, which is essential for accountants looking to stay up-to-date on industry trends. Jason is an invaluable resource for software companies looking to better engage with accountants. He has helped some of the most successful brands in the industry develop more meaningful products.◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast 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 Channelhttps://www.youtube.com/@accountinginfluencersJoin 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/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubeThanks 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.comACCOUNTEX. 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/londonDEXT. 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.comIf 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
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May 10, 2023 • 24min

Employer Brand Wins for Accounting Firms: Trisha Daho

Welcome to the Accounting Influencers Podcast, going live every Monday and Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.The episode of the Accounting Influencers Podcast hosted by Rob Brown features Trisha Daho, who talks about culture building, talent acquisition and retention in accounting firms.Trisha explains that firms are struggling to find conventional talent to fill the needs of their growing businesses, and high performers are leaving early because they need to see the accounting space as an innovative career path. To address this, firms must create a culture of inclusion that provides a custom experience for each employee. They also need to develop an employer brand that is compelling, authentic, differentiated, and feeds into the client brand.Firms must intentionally discover what makes them unique and different and what compels people to stick around. Firms must align their vision with their employees' personal visions to create a sense of purpose and meaning and focus on the onboarding experience to appeal to various people. To retain highly motivated employees, firms need to measure the impact of their leaders on their people and create a culture of open communication and mentorship that fosters growth and development.You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencersGuest BioTrisha Daho is a former Big 4 Accounting and Advisory partner turned into a culture, talent, and DEI expert. She founded Empowered, partnering with leadership teams to create sustainable and measurable people results. With laser-focused strategies, she built thriving practices in four regions and created growth businesses that have expanded exponentially. Trisha writes and speaks regularly on authenticity in leadership, creating growth cultures, diversity and inclusion, and more. She is also a kickboxing instructor, dog fosterer, and avid traveller.https://www.linkedin.com/in/trishadaho/◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe’s largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.https://www.accountex.co.uk/london/
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May 7, 2023 • 28min

From Submarines to Accounting Advisory: Michael King

In today's episode 14, "From Submarines to Accounting Advisory", Michael King talks about his work with the Connected Accountant, where he helps accountants and fractional CFOs start, scale, and optimise their advisory services. King explains the difference between rear-view mirror-focused accounting and forward-looking advisory services and the need for accountants to do a better job of marketing and explaining the latter's value.He also discusses the changing expectations of business owners, who increasingly demand strategic forward-looking work, and the potential threats of outsourcing and AI to the traditional accounting industry. King believes that the key to success as a consultant, fractional CFO, or virtual CFO is communicating effectively and bridging the gap between accounting principles and business owners' day-to-day decision-making. He also stresses the importance of mindset shifts, particularly around marketing and sales, and the need for accountants to embrace the opportunity to serve and teach through the sales process.Michael King is the CEO of KFE Solutions, Dallas's top Fractional CFO firm. He's a former US Navy supervisor turned educator, helping Accountants and Fractional CFOs start, scale, and optimise their advisory services. He's also the host of The CFO Report and volunteers at his church's Community Development Program. Visit his website, The CFO Accelerator, for more information.https://www.thecfoacceleratorlive.com/
https://www.thecfoaccelerator.com/blog◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast 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 Channelhttps://www.youtube.com/@accountinginfluencersJoin 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/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubeThanks 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.comACCOUNTEX. 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/londonDEXT. 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.comIf 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
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May 3, 2023 • 6min

Culture, Inclusion & Accounting Talent: Juana Bordas

Welcome to the Accounting Influencers Podcast, going live every Monday and Thursday 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 hosted by Rob Brown, the guest Dr Juana Bordas discusses the importance of intergenerational and intercultural leadership in the accounting industry. Bordas explains that elders play a crucial role as a bridge between generations, sharing their experiences and perspectives. She emphasises the need for diversity in leadership to create a multicultural global world that taps into the talents of all different cultures, ethnic groups, and nationalities.Juana also discusses the impact of women in leadership roles, noting that women CEOs can help the bottom line by bringing their people skills and relationship orientation with them. She suggests that leaders should think about the future and prepare for trends such as the increasing youthfulness, multiculturalism, globalisation, and digitisation of the world. Bordas explains that young people today value work-life balance, meaning and purpose in their careers and want to connect with others, including getting to know their stories and narratives. She argues that intergenerational and intercultural leadership is vital for enriching organisations and enhancing humanity.Guest BioJuana Bordas is a renowned thought leader and pioneer in leadership, diversity, and organisational change. She is a celebrated author of award-winning books, including "Salsa, Soul, and Spirit: Leadership for a Multicultural Age" and "The Power of Latino Leadership, Second Edition, Revised and Updated: Culture, Inclusion, and Contribution."As an immigrant from Nicaragua, Dr Bordas embodies the resilience and determination of the immigrant spirit. She is recognised for her expertise in multicultural and inclusive leadership, which includes the contributions of Latinos and communities of colour. She has worked with various organisations, including Google, Microsoft, and Chevron, to prepare them for the multicultural age.Dr Bordas also receives several awards and recognitions, such as the Lifetime Achievement Award from The International Leadership Association and being named one of 100 Top Latino Leaders in the U.S. by The National Diversity Council. Her upcoming book, "The Power of Latino Leadership," explores how Latinos can be positioned to be leaders in this century through expanding demographics, intergenerational leadership, economic power, international connections, and workforce participation.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe’s largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.https://www.accountex.co.uk/london/
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Apr 30, 2023 • 6min

Client Accounting Services or CAS with Sage’s Ed Warren

"Client Accounting Services or CAS", Sage's Ed Warren provides insights for accountants looking to grow their firms. The conversation focuses on the value of being a specialist versus a generalist and how firms can target specific areas where they have the expertise to build new businesses and replace low-margin accounts.Warren also emphasises the growing market for outsourcing accounting services, particularly for small businesses and franchises. He discusses the benefits of developing specific industry expertise and verticals to help accountants become trusted advisors and provide advisory support beyond compliance work. Warren also highlights the scalability of client advisory services (CAS) and the entrepreneurialism required to grow and scale in this space.Finally, Warren accentuates that the best practitioners in the CAS space are not just looking back at financial statements but are providing foresight and decision-making support through fractional CFO services and dashboards. The conversation offers valuable insights for accountants looking to grow and differentiate their firms in the competitive accounting services market.Ed Warren is a seasoned sales executive with over 25 years of professional services sales and marketing experience. He has worked in marketing, business development, and practice growth roles in Top 100 and Top 200 CPA firms and as a fractional Chief Growth Officer for cloud accounting firms. Ed is a board member and finance committee chair of the Association for Accounting Marketing (AAM) and currently serves as the treasurer of AAM. In addition to his professional accomplishments, Ed enjoys running, cooking, grilling, photography, and beach vacations with his wife Marcia.Follow him on Twitter @EdwardDWarren and connect with him on LinkedIn athttp://linkedin.com/in/edwarddwarrenDownload his eBook, 7 Tips to Increase Revenue with Client Advisory Serviceshttps://edwarddwarren.hubspotpagebuilder.com/7-tips-to-increase-revenue-with-client-advisory-services◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast 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 Channelhttps://www.youtube.com/@accountinginfluencersJoin 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/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubeThanks 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.comACCOUNTEX. 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/londonDEXT. 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.comIf 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
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Apr 25, 2023 • 32min

Going From Digital Firm to Human Firm: Will Farnell

Welcome to the Accounting Influencers Podcast, going live every Monday and Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In the Accounting Influencers Podcast episode, Rob Brown interviews Will Farnell, author of the new book, "The Human Firm." The book focuses on how accounting firms can evolve beyond the digital firm into what Farnell calls the human firm. Farnell talks about his frustration with the lack of adoption by accounting firms of the opportunities provided by technology and the risk of becoming complacent and falling behind. He stresses the importance of horizon scanning and continuing to innovate.Farnell sees the human firm as the next competitive advantage for accounting firms as technology becomes more widely available. The human element, such as empathy and emotional intelligence, cannot be automated and can provide a unique competitive advantage. Farnell discusses how accounting firms can create a compelling differentiator through their people by having the right culture, brand, and niche and by recruiting the best people.You can also watch this episode on Youtube - https://youtu.be/cW6u7l7Tkhw◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe’s largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.https://www.accountex.co.uk/london/

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