The Upstream Leader Podcast

Join Jeremy Clopton on Episode 66 of The Upstream Leader as he talks to Jeff Bartsch, founder of Story Greenlight. They explore the power of storytelling in transforming communication strategies for accounting professionals, a skill Jeff refined first with over 20 years of experience writing stories in Hollywood, and then subsequently, coaching professionals on how best to communicate theirs. Discover how leveraging communication frameworks can lead to meaningful connections, advisory roles, and transformative outcomes in accounting firms. Jeff provides insights and practical tools to enhance your leadership and client relationships. Get the full show notes and more resources at TheUpstreamLeader.com

The general accounting business model has remained more or less unchanged for decades, and on Episode 65 of The Upstream Leader, Michelle Golden joins Jeremy Clopton to discuss what needs to happen to capture the increases in efficiency that have exploded in the profession since the end of the 20th century. Michelle, the CEO of Fore LLC, drives home the fact that with technological advancement should come more revenue, but because so many accounting firms are still anchored to time-based billing, the paradoxical result is more clients, but equal or even lower revenue. Michelle and Jeremy discuss solutions to solving this paradox, starting with what she calls “worth-based pricing.” Get the full show notes and more resources at TheUpstreamLeader.com

Jeremy Clopton welcomes David Hartley to The Upstream Leader for Episode 64, and their conversation focuses around the challenges of leading accounting firms into the future. The impact of hybrid work environments, the role of technology, and the shift to advisory services will all play a large role in shaping the direction the profession takes in the coming years, and David stresses that just carrying on as things currently stand is not likely to bear much fruit. He breaks down the power of young professionals who are up to date with modern tools, the efficiency gains this signifies in real terms, and the need for leaders to be willing to take a chance on implementing strategies that utilize both. Get the full show notes and more resources at TheUpstreamLeader.com

On Episode 63 of The Upstream Leader, Heath Alloway welcomes Philip Palaveev, CEO of The Ensemble Practice, for a discussion on leadership, mentorship, and conflict management. Feedback and trust play a vital role in making emotional discussions productive, and Philip covers helpful information on nonverbal communication, active listening, and the concept of relationship deposits and withdrawals and how to manage them. Get the full show notes and more resources at TheUpstreamLeader.com

The Upstream Leader's Heath Alloway and Chance Potts, Founder of Employee Benefit Design, roll up their sleeves to tackle how mental fitness can help us function at our best level, no matter the circumstances. This approach includes recognizing how we naturally approach challenges, discomfort, and negativity and ways to rewire our thought processes to embrace the challenges we face in our lives and careers.   Get the full show notes and more resources at TheUpstreamLeader.com

In this episode, Jeremy Clopton and Heath Alloway discuss the challenges and strategies for building unity and a team-driven culture in accounting firms. They explore the impact of remote and hybrid work on firm culture and employee engagement. They emphasize the importance of intentional communication and connection in creating a positive work environment. The conversation highlights the role of leaders in fostering a sense of purpose and belonging among team members. They also discuss the mindset and optimism needed to navigate the profession's changing landscape.   Get the full show notes and more resources at TheUpstreamLeader.com

In this episode, The Upstream Leader’s Jeremy Clopton interviews Jason Staats, the founder of Realize, a community of accounting firm leaders. They discuss the journey of becoming a leader and the importance of building a community and professional network. They also explore the need for change in the accounting industry and the role of AI and technology in transforming firms. Jason emphasizes the value of time and delegation and the importance of balancing work and life. They conclude by discussing the need for improved processes and systems and the importance of trust and delegation in a firm.   Get the full show notes and more resources at TheUpstreamLeader.com

In this episode, The Upstream Leader’s Jeremy Clopton interviews John Garrett about the importance of connecting with others outside of the professional space. John shares his unique journey from being a CPA to becoming a comedian and author. They discuss the significance of embracing one's 'and'—the personal interests and passions that go beyond the job title. John emphasizes the need for individuals and organizations to create a culture that values and nurtures the whole person. He suggests that leaders should take the time to get to know their team members on a deeper level and encourage them to share their passions. John also provides advice for students and new professionals entering the accounting profession.   Get the full show notes and more resources at TheUpstreamLeader.com

The Upstream Leader’s Heath Alloway and Bec Godsey, Full Sail University, reconnect to discuss generational differences in the workplace. They explore common generational perceptions and highlight how effective communication and transparency can build connections across multiple generations.     Get the full show notes and more resources at TheUpstreamLeader.com  

The Upstream Leader’s Heath Alloway catches up with Tim Moy from MBE CPAs and Dirk Shimpach from goVirtualOffice to discuss the relationship between an ERP system and firm data to guide critical decisions and results, resource planning, and helping team members become better professionals.   Get the full show notes and more resources at TheUpstreamLeader.com