Accounting Voices Podcast

BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 12 - Gaining External Validation." In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation.Key takeaways from this episode include:✓ the importance for accountants of consulting your team when putting together a proposal for prospects✓ how accountants can know if they price they have quoted a prospect or existing client is right and fair✓ a reminder that accountants should never leave a client or prospect meeting without scheduling the next one ✓ questions an accountancy professional should ask their colleagues and team to price more confidently to prospects✓ effective language accountants and CPAs can use to validate and justify their team's involvement in pricing✓ the benefits for accounting professionals and CPAs of being fully prepared for the pricing conversation with prospects and clients✓ why accountants who actually take some action and implement advice are better than 95% of their competition If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.NOTE TO LISTENERS:The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.Martin and Rob love to hear from the show's 26,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

Episode 120. In today's interview, "How Clients Can Educate Accountants: Susan Bryant"Susan Bryant is a CPA with a vision to help business owners achieve their dreams. She has been voted Top 50 Women in Accounting and works with the MB Group leading lead the Accounting Services team. Her favorite roles are being the architect of accounting processes, an M&A advisor and tax strategist. Susan’s passion is transforming the lives of business owners by bringing order to the finance function and alleviating stress around taxes through proper and timely planning.Key takeaways from this episode include:》shout out to Susan's previous interview on what makes a good accounting client https://bit.ly/38F7rdn》what accountants should do to ensure their clients step up to be better clients》top tips for accountants to manage the expectations of their client》what makes the good accountants great in terms of going beyond compliance for their clients》what turns a good accounting client into a great one - the dynamics of a great client-accountant relationship》the importance of accounting clients treating their advisors as partners rather than mere suppliers of a service》when accounting advice becomes more emotional and and relationship based for clients》how very few business owners have a good knowledge of what their accountant actually does》examples of questions accountants can ask their clients to improve their relationship and service》the questions and topics business owners should be bringing up with their accounting advisors》whether clients can and even should focus on making their accountants better advisors》the options for accounting firm clients who are not happy with what their professional advisors are doing》how coachable accountants and CPAs are as a breed and why few are interested in developing》the importance for business owners to be clear on what they want from their accountant and vice versa》the key elements of the discovery call for accountants and prospective clients》what business owners should be asking a potential new accounting advisor before hiring them》the kind of things that make business owners switch CPA firms or accounting advisors (and what doesn't)》the biggest thing accountants and the accounting profession needs to work on to improve the sector's image》what it means for accountants to actively help their clients to fulfil their dreams》the need for accountants and CPAs to have their own dreams and visions so they transform themselves》the difference between incremental change and significant transformation for accountants and their clientsOutside work, you'll find Susan whipping up new dishes in the kitchen, shopping at the mall with her teenage daughters, planning (in excruciating accountant-like detail) her next vacation and, if it's Christmas-time, glued to the Hallmark Channel. https://www.linkedin.com/in/susanbryantcpahttps://twitter.com/MBGroupSusanBhttps://www.mbgcpa.comCheck out Susan's previous interview on the show:Accountants - Make Good Clients Great: Susan Bryanthttps://bit.ly/38F7rdnNOTE TO LISTENERS:The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.Martin and Rob love to hear from the show's 26,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

Episode 119. In today's practical episode, "Employer Brand in Accounting - Developing Existing Talent."Key takeaways from this episode include:⍟ where young accounting talent often goes if they choose not to enter private practice⍟ why advancing and developing your people makes great sense for accounting firms⍟ advice for accountants to put their hands on the steering wheel of their own career.⍟ the critical question leaders and employers in accounting firms must answer when hiring or promoting talent⍟ the role that 'best' technology plays for accounting firms in showing your talent that you care and you want to develop them⍟ how technical skills are just the baseline or foundation for training and development of talent in accountancy practices⍟ the kind of training that is required for accounting firms to develop the soft skills and leadership qualities of their people⍟ what role coachability plays for accounting firm leaders trying to decide which people to invest most in⍟ the need for accounting firms to proactively show their talent what is possible with their career⍟ examples of the different training and development channels, formats and approaches in accountancy⍟ the core elements of talent management for accounting practices⍟ why accounting professionals are more likely to leave a bad manager than a bad firmNOTE TO LISTENERS:The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.Martin and Rob love to hear from the show's 26,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

Episode 118. In today's interview, "Route to the Top for Black Accountants: Herschel Frierson."Herschel Frierson is the Strategic Networks Leader and a Principal at Crowe LLP with over 26 years of experience. He is responsible for expanding the firm’s influence with network partners, including associations and creating new opportunities and deepening existing relationships. He also serves on the firm’s leadership team with the Inclusion Excellence Council which focuses on Diversity and Inclusion for the Firm. Herschel is the 27th Chairman of the Board of Directors with the National Association of Black Accountants (NABA) and is a lifetime member. In 2020, he was named by Accounting Today as one of the Top 100 Most Influential People in Accounting. Key takeaways from this episode include:➜ why there are many opportunities for the accounting profession at this point in time➜ the mistakes accountancy has made as a profession over the years with diversity, recruitment and retention➜ what helping black accountants and other minority groups advance in accounting actually looks like➜ why diversity and social injustice have become so such critical issues in recent years (driving DEI - diversity, equity and inclusion - agendas)➜ what a lack of role models does for under-represented groups in accounting➜ whether racism and general marginalisation of minorities is a problem in the accounting profession➜ initial steps for accounting firms wanting to embrace a more diverse culture and push DEI➜ questions accounting leaders can ask to drive a better DEI culture in their firms➜ the message for under-represented professionals in accounting to get involved and be a voice for change➜ the importance for black accountants and other minority groups in accounting to reach out and get support➜ shout out to Professor Anton Lewis and his work on black accountants, critical race theory and DEI in accountancy (episode links below)➜ the differences and similarities in challenges for minority groups like women, blacks, LGBTQ+, lower classes and others in accounting➜ how Crowe as a professional accounting firm has championed DEI, even though there is always more to be done➜ what separates the good leaders from the great ones in accounting firms and how it starts with 'self'➜ the importance for accountants of role models, mentors, coaches and advocates, plus people who push back against you➜ the need to re-ignite the fire of young professionals in accounting and make the profession sexy➜ what makes accounting the language of business and thus the gateway for opportunity in young professionalsHerschel loves to explore and use the latest gadgets and technology. He is a big movie buff and loves to travel meeting new people.https://www.linkedin.com/in/herschel-frierson/Other useful episodes on this topic:Critical Race Theory & Black Accountants with Anton Lewishttps://bit.ly/3Ny3RBBDEI, Racism & Prejudice in Accounting: Anton Lewishttps://bit.ly/3wV8cZ9NOTE TO LISTENERS:The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

Episode 117. In today's news episode, we discuss "Flexible Work Patterns in Accountancy Firms."Key takeaways from this episode include:✓ shout out to Barry Ross, partner at Crossland Employment Solicitors for the original article✓ why there is no return to how things used to be pre-pandemic in the business world✓ what the new normal is now with a hybrid workplace✓ what hybrid working allows accounting firms to do with their recruitment strategies✓ the challenges that arise for accountancy firms with hybrid working and remote workplaces✓ how accounting staff recruited in the pandemic have only ever known remote working✓ the importance of employment contracts for new accounting hires✓ whether accounting firm employees can actually demand flexible working with location of work and hours of work✓ answering the question 'how far can accounting firm employees actually live from their office?'✓ the key issues that arise for accountancy practices with the new world of work post-pandemic✓ the need for compromise between staff and employers if accounting firms are to stay competitive, service clients and drive growth✓ how flexible work patterns can help accounting firms differentiate and attract talentSource:https://accountinginfluencers.captivate.fm/episode/flexible-work-patterns-in-accountancy-firmsNOTE TO LISTENERS:The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

Episode 116. On this week’s Accounting Influencers Podcast:➜ News - "Flexible Work Patterns in Accountancy Firms."➜ Special Guest Interview: "Route to the Top for Black Accountants: Herschel Frierson."➜ Practical advice and tips for accounting practitioners on "Employer Brand in Accounting - Developing Existing Talent."➜ Expert Interview: "How Clients Can Educate Accountants: Susan Bryant."For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below.NOTE TO LISTENERS:The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review.Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.◤━━━━━━━━━━━━━━━━━━━━◥Follow Accounting Influencers on LinkedIn - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies from the Accounting Influencers Podcast and events. Just go here: https://www.linkedin.com/company/accountinginfluencers◣━━━━━━━━━━━━━━━━━━━━◢

BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 11 - Pricing Tips for Accountants."In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation.Key takeaways from this episode include:⍟ why pricing is such a difficult topic for accounting professionals⍟ the importance of not selling high end services to poor people who don't want it⍟ why accountants must get comfortable at raising their prices⍟ the difference in low ticket compliance and high margin, high value advisory work for accountants⍟ why accountants should never discount but what they should do instead⍟ what scarcity does for the accounting professional and how it makes prospects come towards them⍟ the fallacy of offering free consultations or offers up front for accountants and CPAs⍟ what accountants can learn from premium and luxury brands⍟ the dangers for accountants of allowing their competition to set price expectations⍟ the merits for accountants of classifying prospects and clients in their ability and appetite to pay for different things⍟ what accountants are scared of when it comes to pricing and differentiating themselves******************************If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you:Are you a busy accountant struggling to create more revenue and career opportunities?As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth.This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn:✓ What is a 'reachout' and how to create your target list✓ How to keep in touch with your contacts and how to approach follow up✓ How to make an introduction and extend your network by being helpful✓ How to start a conversation with someone you don't already know✓ How to make a new business offer without being salesyIf you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day. DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/NOTE TO LISTENERS:The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

Episode 115. In today's interview, "Financial Literacy, Family Businesses & Wealth Management."Rory Henry has 15+ years of experience working in both the tax and most recently financial advisory professions. He has built a program, AFO Wealth Management Forward, that works with accounting firms to implement Holistic Wealth Management Services. A technology enthusiast at heart, Rory is adept at finding ways to improve the client experience using technology to streamline tax, accounting, and wealth management services. He is the co-host of a leading accounting and finance podcast called AFO Wealth Management Forward. Rory’s interviews include the WSJ, Forbes, Fortune Magazine, Accounting Today, AccountingWeb, as well as Venture-Backed Fintech Companies and Nationally Recognized Thought Leaders.Robert Santos has over 20 years of financial experience working with institutions, companies, and entrepreneurs. Robert is currently the founder of Arrowroot Family Office, LLC, a boutique wealth management firm working with a wide range of international and domestic clients to provide customized and specialized investment and family office services. Robert is also the portfolio manager for Arrowroot Family Office's fund of alternative funds, Ladrillo Fund, LLC, and Arrowroot Real Estate Fund II LP, a private, sub-advised fund by Roundhouse. Robert serves at the CEO & CCO for Arrowroot Partners, a M&A advisory firm. Robert is also a founder of AFO Wealth Management Forward, an educational program created to allow Accounting Firms to integrate Wealth Management Services into their Practice with ease. Previously, Robert was a Director for Salem Partners, a multi-family office and investment bank in Los Angeles where he served on the investment committee. Prior to Salem Partners, Robert worked at JP Morgan Securities and Bear Stearns, servicing clients in the financial services industry. Robert received his BA from the University of California at Los Angeles (UCLA).Key takeaways from this episode include:➤ defining the family office from an accounting perspective in providing holistic financial advice to clients➤ why historically accountants and CPAs have not been very coachable in new ways of doing things➤ a way for accountants to generate fees without actually doing any of the work➤ the dangers for accountants and CPAs if they do nothing to change and take on new ways of working➤ why working harder is not the solution for accountants and CPAs wanting more choice and revenues➤ what accountants and CPAs can do to stay relevant to their clients and open up conversations with clients➤ what is making accountants step up as trusted advisors to clients who are demanding more services and help➤ what employees in all businesses, including accounting firms, are wanting from their leaders➤ what is driving a dramatic increase in the values of many businesses and companies➤ the three things that make up much of the net worth of the average accounting business client➤ the emergence of estate planning and why accounting firms are best placed to join up the various services➤ using the tools and technologies to properly service accounting firm clients and how tech has changed the game➤ how accountants and CPAs can get started with adding wealth management to their service offering➤ why people still value the human element amidst the automation, the digital world and and tech transformation➤ the story behind the AFO Wealth Management Forward podcast and its high profile guests➤ exploring the software that can help accountants and CPAs deliver wealth management services➤ tapping in a wealth management training program for accountants who want to get started➤ how accountants and CPAs can turn wealth management services into recurring revenues➤ rebranding CFO from Chief Financial Officer to Chief Family Officer➤ the importance of financial literacy in today's society and why it has been neglected➤ the dangers and downsides of a generation who have poor or no financial education➤ why talking about money and finances is often a taboo subject➤ pushing diversity and how accountants should respond to the changing demographic from white and male➤ how a more diverse workforce makes for up to a 25% more profitable accounting firm➤ how the financial advisor of the 1980s and 1990s looks very different to now and what the best advisors now look like➤ the role technology and data will play for accounting firms in providing wealth management services to clientshttps://www.linkedin.com/in/rory-henry-0920b7150/https://www.linkedin.com/in/rob-santos-afo/NOTE TO LISTENERS:The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

Episode 114. In today's practical episode, "Accounting Firm Employer Brand - Rewarding Talent." In these segments, we pick out key trends and events in accounting and fintech media and analyse/interpret them for accountants in practice.Key takeaways from this episode include:➯ the importance for accounting firms to pay their people what they are worth➯ why money isn't everything when it comes to rewarding employees➯ how a better job title or grander role can be more important to some staff than their salary➯ asking if you would take a 20% pay cut to work from home 100% of the time➯ how paying market rates for staff is the starting point for accounting firms wanting to attract and keep talent➯ what staff are often more interested in benefits other than money in their employment package➯ what accountancy staff are likely NOT to tolerate, no matter how much you pay them➯ definition of an employer value proposition (EVP) for accounting firms➯ five key components of a strong EVP or employer value proposition in accountancy➯ the need to prioritise employee mental health and well-being in accounting firms➯ what coming into the office might look like for accounting firms with a strong employer value proposition➯ the importance for accounting firms to deliver on their promises to staff they make in the recruitment process➯ which corporate organisation has the EVP summarised as 'a job you love to talk about'➯ the importance of giving employees and staff in accounting firms a say in how they are rewardedNOTE TO LISTENERS:The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

Episode 113. In today's interview, "Mental Resilience for Accountants: Randy Crabtree."Randy Crabtree is co-founder and partner of Tri-Merit Specialty Tax Professionals in the USA. Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs. (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser . He is a regular presenter at conferences and virtual training events hosted by CPA associations, state CPA societies and top 400 CPA firms across the country.Key takeaways from this episode include:◆ why mental health and resilience is especially important for the accounting profession◆ what is pushing accountants and CPAs into the 'red zone' or threshold of what they can cope with mentally◆ the physical and mental symptoms of overload in accounting professionals◆ why the hope that 'a slower day is coming' is false and how things are just getting faster◆ the challenges for a stable profession like accounting to deal with the changes of a pandemic, a hybrid workplace or even technology◆ what can happen when accountants start not being able to cope with the physical and mental demands of their job◆ how a life-changing trauma like a stroke or major illness can alter the direction of one's life◆ how 'hitting a wall' forces people like accountants to recalibrate life and career◆ the mental healing that must accompany physical trauma of a major illness or injury◆ why nobody is immune from life altering situations and how mental health issues are available to all◆ the impact of mental breakdown, anxiety and panic attacks for professionals like accountants and CPAs◆ the role of therapists, coaches and counselors for everyone to help deal with mental, emotional and physical difficulties◆ what sometimes makes handling mental issues more difficult for men than women◆ breaking the illusion that accountants don't know everything and can't do everything◆ the importance of having people looking out for you and outlets to confide in when things are going on 'inside'◆ why it is often harder for loved ones when someone close to them goes through illness, injury or mental health issues◆ the unique challenges of super smart professionals like accountants who are super busy and under huge pressures◆ the illusion of success for accountants that come with billing 3000 hours but also huge pressures◆ strategies for accounting professionals and CPAs to cope with the pressures of work◆ the importance for accounting firms to hire people with outside interests from 'the work'◆ shout out to the book "What's Your And? Unlock the Person Within the Professional" by John Garrett◆ the relevance of fun and enjoyment in non-work activities for accounting professionals and CPAs◆ how accountants have become therapists, coaches and counselors for their own business clients in these challenging timesCheck out Randy's previous interview on here:"Career Advice for Accountants & CPAs with Randy Crabtree"https://bit.ly/3K5rRZLAlso check out Randy's interview with Rob for his Unique CPA podcast entitled:"Changing Your Life for the Better Now"https://tri-merit.com/podcast/changing-your-life-for-the-better-nowRandy’s perspective took a sharp turn in 2014 when he suffered from a stroke. The path to recovery led him to re-focus on the importance of helping others and incorporating things he was passionate about into everyday life. As co-founder of Tri-Merit, this meant educating others on stroke awareness, early detection and on the simple pleasures in life like craft beer. He is Randy is also President of Stroke Survivors Empowering Each Other (SSEEO) and part-owner in an award-winning craft beer and bottle shop in Chicago, Illinois.https://www.linkedin.com/in/randy-crabtree-1945a67/NOTE TO LISTENERS:The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.