Accounting Voices Podcast

Episode 80. In today's interview, "Career Advice for Accountants & CPAs with 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. Some of the takeaways from this interview:⍟ the story behind The Unique CPA podcast and the two requirements for guests and topics⍟ what makes a CPA or accountant unique in a world of noise and 'sameness'⍟ explaining why accounting as a career choice is not so attractive, leading to talent problems and labor shortages in the profession⍟ why the CPA or accounting qualification is limited in its scope compared to say legal qualifications⍟ shout out to a previous episode on "Accounting Qualifications - Do Clients Really Care You are FCCA or CPA?" https://bit.ly/3IQGReB⍟ what's behind accounting practices rebranding as advisory firms instead of CPA firms or accounting firms⍟ what makes the good accountants great and separates the average ones from the rest⍟ the difference between a professional accounting advisor who impacts a client's business vz merely reporting it⍟ what good communications skills looks like for accountants and how they can acquire them⍟ the role of passion and enthusiasm in the accounting profession, and why accountants don't always show it⍟ the importance of self-awareness for accounting practitioners and recalibrating what's important in life and career⍟ a journey of personal branding and thought leadership for accounting professionals by identifying strengths and passions⍟ the danger for accountants of thinking that their role or job title is their whole identity⍟ what makes a CPA or an accounting individual promotable up the career ladder⍟ the fallacy that accountants and CPAs who do not win business for the firm (rainmakers) are not worthy of promotion⍟ why it's okay for accountants and CPAs to NOT WANT to be partners in accounting firms⍟ the definition of a strength for accountants and CPAs in terms of what they love and what they are really good at⍟ the emergence of specialty firms and niche firms in accountancy and why niching offers competitive advantage⍟ wise advice for younger CPAs and accountants who want to accelerate their career progression⍟ the power for accounting professionals of sharing knowledge by developing a platform, creating content and showing passion⍟ what accounting firm leaders must do to keep and nurture their best people for talent attraction and retentionRandy’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.◤━━━━━━━━━━━━━━━━━━━━◥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◣━━━━━━━━━━━━━━━━━━━━◢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 79. In today's practical episode, "What What Works for Accountants with Client Surveys."Key takeaways from this episode include:➯ evaluating the advice given to accountants to run client satisfaction surveys➯ the mistakes accounting firms make with client satisfaction surveys and why they show very little➯ adopting the CAD system in accounting firms to gain a better understanding of how happy your clients are➯ what accounting firms should actually be doing and saying to proactively reach out to their clients➯ the criteria for client facing staff in accounting firms, especially when conducting client surveys➯ what it means for an accounting firm or CPA or accounting professional to actually care about their clients➯ why simply asking clients how they are doing creates multiple opportunities for accountants and CPAs➯ the rich information that can come from accounting firm clients who are approached in the right way by accountants➯ the 4P's of accounting clients that lead to new revenue opportunities for their professional advisors➯ a killer question accountants can ask clients to identify their highest priorities and most pressing interests➯ how to turn accountancy client surveys and satisfaction conversations into new business and retained clients ➯ why accounting client satisfaction surveys do not have to come from the fee earner or partner who owns the client➯ shoutout to Louise Wilson at Moneypenny (upcoming episode) who handle outbound client satisfaction conversations for accountants➯ what 'bedside manner' means for accounting firms who want warm relationships of trust with their clients ******************************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 78. In today's interview, "Mental Wellbeing for Accountants with Richard Hattersley."You can also watch this on youtube here: https://youtu.be/eLDXUN8Val8Richard Hattersley is a journalist and broadcaster. He is the editor of AccountingWEB, the UK's leading community for accounting professionals. He took the reins of the site in January 2020 and oversaw record levels of traffic and hosted a weekly Coronavirus Q&A webinar as AccountingWEB became a lifeline to accountants during the Covid pandemic. He manages an in-house editorial team and commissioning quality content. In April 2020, he became host of AccountingWEB Live’s flagship digital show Any Answers Live. In December 2021, AccountingWEB launched its first exhibition and as editor, Richard had a hand in devising the content programme to engage and educate the exhibition attendees. He also hosts interactive panels and ‘how to’ discussions for the accounting and fintech world.Key takeaways from this episode include:✓ how mental health and wellbeing has emerged as a disruptive trend in the accounting profession✓ the number one thing most accountants do when they start and end their day in an 'always on' world✓ the many competing pressures on accountants that increase stress, overwhelm, gloom and anxiety in work✓ the move by many accounting firms to employ mental health and well being 'first aiders' to handle stress in working environments✓ shout out previous episode "Depression & Mental Health In the World of Accountancy" with Andy Salkeld https://accountinginfluencers.captivate.fm/episode/podcast-andy-salkeld-rob-brown✓ how isolation and pressures from the covid pandemic has brought mental health into the open for accountants✓ the importance of speaking openly about mental health and wellbeing in the accountancy profession✓ addressing the stigma surrounding mental health in the accountant's job where there is no room for error or mistakes✓ research citing 79% of accountants believe stress and poor mental health is engrained in the accounting profession✓ why many accounting professionals are failing to take advantage of the support available for work and stress related problems✓ the added pressures on accountants to help their own clients emotionally and psychologically in pandemic times✓ the consequences for accounting firms who get mental health wrong or don't take it seriously with their staff✓ the impact for accountancy practices of not taking care of staff in terms of recruitment and retention of talent✓ what best practice looks like in accounting firms who safeguard the mental wellbeing of their staff✓ using employee satisfaction surveys in accounting practices to stay ahead of mental health issues and staff happiness✓ advice for accounting firm leaders to help and support their staff with good culture and practices around mental health ✓ shoutout to Lucy Cohen on the importance of accounting firm leaders to be vulnerable and open on mental health issues to inspire their staffWhen he is not reporting on the latest news in business and accounting, you can find Richard running, taking long walks along the south coast or hidden in the corner of a coffee shop with a book. https://www.linkedin.com/in/richard-hattersley-71731515https://www.accountingweb.co.uk━━━━━━━━━▼━━━━━━━━━We'd love to get to know you!Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms:➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ➺ Twitter: https://twitter.com/accinfluencers➺ Facebook: https://www.facebook.com/accountinginfluencers━━━━━━━━━▲━━━━━━━━━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 23,000 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 77. In today's news episode, we discuss "How Accounting Firms Thrive in a Competitive Market.""A new breed of accountancy practices, flourishing in post-pandemic conditions, are making life hard for traditional firms."Key takeaways from this episode include:➤ Shout out to Steve Cox of Iris, who appeared recently on this episode "The Future of the Accounting Profession" https://accountinginfluencers.captivate.fm/episode/the-future-of-the-accounting-profession-with-steve-cox-of-iris-uncut➤ QUOTE: "A new breed of accountancy practices, flourishing in post-pandemic conditions, are making life hard for traditional firms."➤ how the competitive landscape has changed for accountants from existing firms to new entrants into accounting➤ figures on how many new accounting firms have started all over the world, all fighting for the business of those already in the marketplace➤ speculating whether the new breed of accounting firms actually need qualified accountants or just software certified professionals➤ how the great resignation in accounting may instead be a great evolution as many start their own practice on their terms➤ three things accounting firms can do to improve they are feeling the pressure from competition➤ the surprisingly low proportion of accountancy practices who promote a cloud-first offering to their clients➤ the advantage of organic growth through automation vz new client acquisition to take the load off fee-earners working long hours➤ why it makes commercial sense for accounting firms to consider selling their lowest profitability clients➤ what compliance based accounting practices who are struggling with technology, cloud and digital can do to grow ➤ how many accounting managing partners reach 50+ and change their thinking from the firm to their exit Source: https://www.internationalaccountingbulletin.com/sponsored/how-firms-can-thrive-in-todays-competitive-market/━━━━━━━━━▼━━━━━━━━━We'd love to get to know you!Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms:➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ➺ Twitter: https://twitter.com/accinfluencers➺ Facebook: https://www.facebook.com/accountinginfluencers━━━━━━━━━▲━━━━━━━━━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 76. On this week’s Accounting Influencers Podcast:➜ News - Martin & Rob discuss "How Accounting Firms Thrive in a Competitive Market." ➜ Special Guest Interview: "Mental Wellbeing for Accountants with Richard Hattersley." ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "What What Works for Accountants with Client Surveys." ➜ Expert Interview: "Career Advice for Accountants & CPAs with Randy Crabtree."For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. ◤━━━━━━━━━━━━━━━━━━━━◥Need CPE/CPD? Continuing professional education for accountants on the move...Get points for Continuing Professional Education /Development by listening to the Accounting Influencers Podcast. Earmark CPE is the exclusive CPE/CPD partner for the podcast. The partnership is NASBA-approved meaning accreditation and certification counts in most countries. NASBA stands for National Association of State Boards of Accountancy. Download the Earmark CPE mobile app here https://earmarkcpe.com Here's how it works:① SELECT A COURSE. Download the mobile app, search for Accounting Influencers and start a course. Complete each learning activity at your own pace.② LISTEN TO AUDIO. Learn by listening to podcast episodes. Listen when you’re driving to work, working out, or doing chores.③ TAKE THE QUIZ. Confirm you’ve learned the material by taking the short quiz at the end of the course. Score 75% or higher to pass.④ GET YOUR CPE. Click 'Email CPE' and your CPE certificate arrives via email in your inbox. Earmark helps by keeping track of all your CPE earned through the app. When was the last time you took a free CPE/CPD course that taught you something you didn’t already know? Most accountants and CPAs these days prefer to earn CPE from live webcasts, webinars or formal training. The problem is, you end up picking courses based on what fits your schedules, not what’s most relevant to your professional development needs.With the Accounting Influencers Podcast partner Earmark CPE, you can earn credits whenever you want, wherever you go. Multitask and be more productive while listening to accounting and tax podcasts. When you’re done listening, complete the handful of quiz questions to access your CPE/CPD certificate.UNCHAIN FROM YOUR DESK AND BE MORE PRODUCTIVEWith the rise of remote and hybrid work, you’re spending more time in front of your computer than ever before. So get out from behind your desk and learn while you listen to podcasts on the Earmark CPE mobile app for Android and iOS.STOP STRESSING ABOUT EARNING ENOUGH CREDITSBy using the Earmark mobile app every week for free, you’ll be sure to earn enough CPE credits to make your license renewal/CPD accreditation a breeze. Say goodbye to the pain of cramming in courses/training at the last minute.LEARN SOMETHING NEW FROM FREE CPE/CPD FOR ACCOUNTING PROFESSIONALSLet’s be honest. Most free CPE/CPD courses aren’t that great. The Accounting Influencers Podcast contributes to a growing library of educational, entertaining and on-demand accounting and tax podcasts. As a result, you can actually learn something new while you check that CPE/CPD box.◤━━━━━━━━━━━━━━━━━━━━◥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.

Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown:➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment.➜ Tuesday: News - Martin & Rob discuss "How Accounting Firms Thrive in a Competitive Market."➜ Wednesday Interview: "Mental Wellbeing for Accountants with Richard Hattersley." ➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What What Works for Accountants with Client Surveys."➜ Friday Interview: "Career Advice for Accountants & CPAs with Randy Crabtree."➜ Saturday: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 4 - Justifying Your Value." ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days.For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. ━━━━━━━━━▼━━━━━━━━━We'd love to get to know you!Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms:➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ➺ Twitter: https://twitter.com/accinfluencers➺ Facebook: https://www.facebook.com/accountinginfluencers━━━━━━━━━▲━━━━━━━━━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.

BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 3 - Gleaning Pricing Intel." 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 two options for accounting practitioners who want to upskill in the area of pricing▶ the importance of getting the right information from prospects so accountants can price properly▶ what leads accountants to a poor or wrong diagnosis of a client's needs, meaning pricing is more problematic▶ why initial meeting preparation with potential clients is underestimated by accounting professionals▶ the number one job of an accountant or CPA when meeting with a potential new client▶ the big mistake accountants make with assumptions in prospect meetings▶ how poor pricing and poor intel gathering leads to unprofitable and unhappy clients ━━━━━━━━━▼━━━━━━━━━We'd love to get to know you!Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms:➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ➺ Twitter: https://twitter.com/accinfluencers➺ Facebook: https://www.facebook.com/accountinginfluencers━━━━━━━━━▲━━━━━━━━━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 75. In today's interview, "How Accounting & Fintech Are Evolving with Jody Padar."The Kim Kardashian of Accounting Tech, Jody Padar is Head of Tax and Evangelism at April. She is described as the Radical CPA, thought leader, influencer and change maker in the accounting/fintech world.Jody has been on the Accounting Today Top 100 Most Influential People List for the last ten years. She is the author of From Success to Significance: The Radical CPA Guide and The Radical CPA: New Rules for the Future-Ready Firm, and Botkeeper for Dummies. She wants to bring taxes into the digital age and lead the next generation of consumers and accounting professionals to a better relationship with tax filings. The idea of using AI and automation to transform industries and now taxes is a true love and Jody can't wait to develop, evolve and share a simplified and pleasurable tax experience. Key takeaways from this episode include:➜ the thinking behind a fintech start up going up against a big spending established accounting software vendor➜ the origins of the 'Radical CPA' personal brand and what disruption looks like in the accountancy profession➜ evaluating how accountants and CPAs have dealt with the covid pandemic, and the outlook for those who have fallen short➜ what accountants have learned about themselves when it comes to handling change and serving their clients better➜ how accountants and CPAs have been 'doing advisory' for years but just not called it such➜ the right definition of advisory services that CPAs and accountants should be working towards➜ tips for accountants who want to have better advisory conversations with their business clients➜ the critical factors that put accountants and CPAs in the best possible position to be trusted advisors➜ acknowledging that the way accounting firms operate tomorrow should be different from what they've done historically➜ the crazy ideas that are coming with financial statements and data that may shock some accountants and CPAs➜ why accountants and not software vendors are to blame for a being marginalized and losing relevancy with business clients➜ the magic starting point for accountants, CPAs and accountancy firms who want to differentiate themselves in a noisy marketplace➜ the difference between social media and social business in offline networking for accountants➜ how social media levelled the playing field for women in accountancy, fintech and other sectors➜ how to decide who should be generating and winning new business in accounting firms➜ what is making social posts more engaging than valuable business content on business platforms like LinkedIn ➜ asking whether accountants and CPAs are into social platforms like TikTok and Instagram➜ new rules for the future ready accounting firm and how they can best compete ➜ why it's the next gen of younger people that will drive evolution in accounting, not the baby boomers or millennials➜ the vision for https://www.getapril.com to create a tax engine that will change the world Outside work, Jody loves to travel, walk and kayak. She has recently moved to Just moved to Northern Wisconsin USA to find beauty, peace, and lake living (Lake Michigan). Connect to Jody: https://www.linkedin.com/in/jody-padar-18a9711Twitter: @JodyPadarCPA━━━━━━━━━▼━━━━━━━━━We'd love to get to know you!Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms:➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ➺ Twitter: https://twitter.com/accinfluencers➺ Facebook: https://www.facebook.com/accountinginfluencers━━━━━━━━━▲━━━━━━━━━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 74. In today's practical episode, "What Works for Accountants When Budgets Are Small."Key takeaways from this episode include:➜ what makes cost the biggest issue in pricing conversations for accountants➜ why 'we don't have the budget for that' is often a true statement from prospects of accountants➜ the mistake accountants make when they misinterpret a small budget to mean 'we have no money'➜ why having no money is not the same as having no budget for accounting products and services➜ the realities of budgets and how accountants can help potential new clients reallocate spend➜ the number one thing that what gives accountants and CPAs the power to direct budgets in pricing negotiations➜ how accountants can justify value and ROI with prospects who engage their accounting services➜ an example conversation between an accountant and a potential client to address the small or no budget objection ◤━━━━━━━━━━━━━━━━━━━━◥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◣━━━━━━━━━━━━━━━━━━━━◢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 73. In today's expert interview, "Wisdom from 20 Years in Accounting with Darren Glanville."Darren Glanville is no stranger to the accounting profession and has more than 20 years experience helping accounting practices develop digital strategies and processes to drive efficiencies and profitability. Having worked for some of the biggest software providers including Sage, CCH, and Xero, Darren now heads up the EMEA region for Fathom and is passionate about accounting firms leveraging technology to drive better business outcomes. Key takeaways from this episode include:＞the key things that separate the good accountants from the great ones＞the two biggest challenges accounting firms face if they want to grow in competitive environments＞what makes an accountant or CPA relevant and vital to business owners＞the one aspect of accountancy that hasn't evolved as quickly as it should have done in recent years＞what accounting firms are missing out on by neglecting the development of advisory services＞breaking down advisory services in accounting to different types of offerings to fully understand what advisory means＞the opportunities for accountancy practices to offer software to business clients as an additional services＞how business development and winning work has changed subtly for accountants during covid times＞the key changes in the way businesses and clients are buying accounting services＞analysing the switch - why clients might leave one accounting practice to move to another＞why the barriers to setting up a CPA firm or accounting practice are lower than ever＞the role of neglect and intimacy in motivating business clients to move to different accounting advisors＞the mistakes accountancy practices make in calling themselves a 'digital firm' ＞where many older accountants have fallen short over recent years in developing themselves and their practice＞scrutinising the current business models of accounting practices＞the key building blocks in growing a remarkable business in accounting or fintech/software＞a personal 'relationship focused' philosophy for success that leads to sustained passion in accounting and fintech＞the most frustrating thing about working on and in accounting software, particularly with the software magpies＞sagely career advice for success in accounting, technology and software＞the exciting things coming up for the accounting and fintech sectors ＞the priority for accountants and software companies to move from data into the knowledge and analytics space＞why now is a great time to be in accounting and fintechOutside work, Darren is a keen rugby fan (Newcastle Falcons), a self-confessed coffeeholic and tech geek. You can often find Darren walking his dogs on the beach near his home in Northumberland (UK) in the early morning and most weekends. Contact him here:https://twitter.com/dazglanvillehttps://www.linkedin.com/in/dazglanville******************************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.