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TitreDateDurée
Burnout-Proofing Your Firm: Lessons from Lynnette Oss08 May 202500:43:28

Burnout is not just exhaustion—it’s a breakdown of how we cope, perform, and lead. 

In this episode of the Accounting Talent Podcast, we sit down with Lynnette Oss of ReInspired, a former firm owner turned burnout strategist. After spending years pushing through work and family demands—only to crash hard when personal emergencies hit—Lynnette realized the problem wasn’t her grit. It was the system she had built around her. 

  

She shares her raw story of rebuilding her firm multiple times, what finally broke her, and why she walked away from the numbers to help others prevent the same path. 

  

We explore: 

1️⃣ How burnout silently grows in even the “high performers” 

2️⃣ The 3-part framework for managing stress before it’s too late 

3️⃣ What firm owners can do to lead teams through busy seasons without sacrificing well-being 


How to spot the signs of burnout—in yourself and your team—and intervene early 


Whether you're feeling stretched or leading a team that is, this episode is a wake-up call—and a practical guide—to creating a healthier, more resilient firm. 

  

🎧 Listen now to learn how to recognize the signs, start real conversations, and lead with intention. 

$50K Sign-On Bonus? Why This CPA Firm is Doing It Differently09 Apr 202500:43:19

Talent acquisition is a draining endeavor for many accounting firm owners. 

 

Chris Johnson of CJ CPAs knows the pain of trying to hire the right people. The time wasted, the money lost, the endless cycle of hiring and rehiring. 

 

After coming up short again and again, he knew something had to change. 

  

So, he did something bold: he offered a $50,000 sign-on bonus to attract top-tier talent to his firm, CJ CPAs. 

  

No tricks. No clawbacks. Just a clear, upfront investment in the right person. 

  

But this strategy wasn’t about throwing money at a problem — it was about rethinking how firms approach talent altogether. Chris turned recruiting into a marketing funnel, refined his messaging, and doubled down on culture. And while the bonus got attention, it’s what happened next that really matters. 

  

If you’ve ever struggled to find the right people — people who align with your values and want to grow with your firm — this episode of the Accounting Talent podcast is for you. 

Best Practices for Emerging Leaders in Accounting Firms13 Nov 202400:27:02

In this episode of the Accounting Talent Podcast, Rob Brown talks to Nick Sinclair of TOA Global about what makes a great leader in accounting firms, focusing specifically on emerging leaders. Gain insights into the unique challenges that accounting firms face, including compliance, talent shortages, and evolving client expectations. Also discover how adaptability and coaching are critical skills for any accounting professional looking to take their leadership to the next level.

Key Takeaways:

  • Emerging leaders are future partners and culture drivers in firms.
  • Leadership in accounting isn't about titles—it’s about influence and vision.
  • Adaptability is a must for leaders dealing with onshore and offshore teams.
  • Coaching isn’t optional—it’s essential for developing team skills and confidence.
  • Effective leadership directly impacts productivity and team engagement.
  • Empowered leaders drive sustainable success and firm transformation.
  • Long-term leadership investments lead to higher engagement and better firm culture.

Killer Quotes:

  1. "Leadership isn’t about being the most technically capable—it’s about influence and vision."
  2. "Adaptability in leadership is non-negotiable in the accounting industry."
  3. "Coaching isn’t just a buzzword—it’s a game changer for accounting leaders."
  4. "When your team feels supported, productivity doesn’t just happen—it soars."
  5. "Empowering emerging leaders is what drives firms from profit to sustainable success."
  6. "A pipeline of effective leaders is a long-term strategic advantage for any firm."
  7. "Leadership growth isn’t about moving up alone—it’s about bringing others with you."

________

You can watch this specific episode on our YouTube Channel here: https://youtu.be/eXnUQMgMJzc

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:

https://www.linkedin.com/company/talent-in-accounting

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.

TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced...

Why Your Following Is a Key to Accounting Influence09 Oct 202200:06:27

As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?

You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.

Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.

You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.

Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.

By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.

In this episode, "Why Your Following Is a Key to Accounting Influence", we discuss about your network. Do you have a community, a tribe or a following? How many connections, fans or friends do you have? Influence and reputation come from two things - who you know and who knows you.

Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.

You can also watch a video of this episode on Youtube here: https://youtu.be/XUp3Jpm5Wakk

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A reminder of 5 great shows in the Accounting Influencers Broadcast Network:

Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.

Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show:

The Power of Writing to Build Accounting Influence07 Oct 202200:06:49

As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?

You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.

Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.

You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.

Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.

By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.

In this episode, "The Power of Writing to Build Accounting Influence", we discuss the root word of authority = author. So where do you show up in the written word? This is your thinking, your thought leadership, your opinions and insights that comes out in blogs, articles, books and a whole array of content.

Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.

You can also watch a video of this episode on Youtube here: https://youtu.be/6DqYQhZZa9E

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great shows in the Accounting Influencers Broadcast Network:

Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.

Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show:

How Speaking Skills Impact Accounting Influence05 Oct 202200:06:50

As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?

You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.

Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.

You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.

Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.

By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.

In this episode, "How Speaking Skills Impact Accounting Influence", we discuss what stages have you stood on? What audiences have you addressed? Think about broadcasts you've made, podcast appearances, panels you've sat on, interviews you've done, talks you've presented.

Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.

You can also watch a video of this episode on Youtube here: https://youtu.be/B2hkV8j-QOg

◤━━━━━━━━━━━━━━━━━━━━◥

A reminder of 5 great shows in the Accounting Influencers Broadcast Network:

Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.

Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show:

Raising Fees Without Losing Clients: Loren Fogelman04 Oct 202200:31:18

On behalf of the Accounting Influencers Podcast Network, this is the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 14, "Raising Fees Without Losing Clients: Loren Fogelman."

You can also watch this on youtube here: https://youtu.be/2jsby0fqNa8

Loren Fogelman Loren is an expert in pricing strategy and sales for accounting professionals. She coaches them to shift away from the “dollars-per-hour” pricing trap to a value-based pricing model. She is recognized by HubSpot as one of the world’s top business coaches. She delivers talks and workshops across the United States at major conferences such as Inbound, one of the world’s most esteemed content marketing events for entrepreneurs, as well as many niche accounting conferences.

She’s a regular contributor to Intuit’s Firm of the Future series, Accounting Web and the author of two Amazon best seller books: The Winning Point: How to Master the Mindset of Champions and The Success Solution: Break Through Limiting Beliefs for Business Success.

Key takeaways from this episode include:

★ what stops accountants from charging what they are worth and communicating their value

★ why accountants have emerged as unsung heroes from the pandemic because of how they've helped their clients

★ where to confidence to promise accountants they can 'double their fees without working extra hours' comes from

★ the importance of mindset for accounting professionals who lack the confidence to do something different and raise their fees

★ the kind of things that erode the confidence of accountants beyond their technical expertise

★ how the rates accountants charge are directly related to their self confidence

★ the differences between high and low quality clients for accounting professionals

★ why it is important for accountants to use the right words to communicate value and price rises to their clients

★ the key difference between value pricing and fixed pricing for accountants in practice

★ the three main ways accountants, CPAs and bookkeepers can increase their profitability

★ the surprising percentage of clients who will stay with their accountant after a significant increase in fees

★ what employed accountants who lack the power to set rates can do to convince firm owners and leaders to raise fees

★ what a pricing department or fee specialist might do to increase profit margins for an accounting firm

★ the key steps required for accountants to raise the fees of legacy or long-standing existing clients

★ what to say and not to say when justifying to accounting clients why fees are being increased

★ how accounting packages can separate value from fees and hourly rates

★ how accountants can prepare for natural objections and resistance from clients before they arise

★ the problems with the word 'value' and how it is seen differently by different people

★ what clients really care about when it comes to products and services from their accountants

★ the three things clients look for when they are considering staying with and growing with their accounting advisors

★ what makes some accounting clients leave a firm and why it is often good for accountants to let them go

★ free resource link to help accountants package their services and thus value price their offering: https://www.businesssuccesssolution.com/package/

★ how the three tier 'good, better, best' pricing works for accounting professionals who want to significantly increase their rates

★ words of encouragement for accountants who want to get started and make changes with their pricing...

The Role of Track Record in Accounting Influence02 Oct 202200:05:57

As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?

You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.

Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.

You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.

Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.

By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.

In this episode, "The Role of Track Record in Accounting Influence", you'll hear about how to consider the results you've brought about, the impacts and outcomes of your interventions. And not just one offs, but consistently over time. longevity in the game speaks to consistency and repeated success. Muhammad ali - it aint bragging if you've done it. but so many so called influencers are just hot air and hype. So what endorsements, testimonials, case studies and recommendations do you have?

Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.

You can also watch a video of this episode on Youtube here: https://youtu.be/QscmCnM_12g

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great shows in the Accounting Influencers Broadcast Network:

Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.

Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

➺ Main show website. For access to every single show with full shownotes:

How Your Competence Affects Accounting Influence30 Sep 202200:05:45

As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?

You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.

Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.

You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.

Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.

By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.

In this episode, "How Your Competence Affects Accounting Influence", you'll hear about expertise. What are you good at? What do you know lots about? What do you find easy that others find difficult? Can you make the complex simple? Consider your skills and competences. What do you bring to the table? What are your qualifications, accreditations and credentials?

Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.

You can also watch a video of this episode on Youtube here: https://youtu.be/KahzRYZbzt0

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great shows in the Accounting Influencers Broadcast Network:

Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.

Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

➺ LinkedIn. For announcements of published shows, tagging guest so you can

The Vital Role of Character in Accounting Influence28 Sep 202200:07:55

As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?

You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.

Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.

You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.

Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.

By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.

In this episode, "The Vital Role of Character in Accounting Influence", you'll hear that character speaks to how likeable and trustworthy you are. Do you keep your promises and commitments? Are you easy to work with? Are you agreeable and reliable, or confrontational and a diva?

What are you like with relationships, partnerships, alliances and negotiations? Are you real and authentic, and even a bit vulnerable? Or do you have different faces/personalities for different people? Are you value driven and principled?

Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.

You can also watch a video of this episode on Youtube here: https://youtu.be/iBPRA_zRbyQ

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great shows in the Accounting Influencers Broadcast Network:

Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.

Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest...

New Business Models in Accounting with Ed Kless27 Sep 202200:34:34

Episode 13. In today's interview, "New Business Models in Accounting with Ed Kless."

Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy. He develops and delivers curriculum for Sage business partners on the art and practice of small business consulting including the Sage Consulting Academy, Business Strategy and Customer Experience Workshops.

He hosts the Sage Advice Podcast and co-hosts the VoiceAmerica TalkShow Network’s The Soul of Enterprise with Ron Baker, founder of the VeraSage Institute where Ed is also a senior fellow. Now, as well as being a popular speaker at accounting conferences Mark is also a frequent blogger and contributor to various accounting journals, websites and Linkedin. His practice-focused articles for AccountingWeb, have been viewed over one million times.

Key takeaways from this episode include:

》the evolution of the business model in professional firms

》freedom and accountability at work are the same thing – to have accountability at work, you’ve got to give people their freedom

》some software companies have made the transition to cloud successfully, such as Adobe, and Sage are following in their footsteps

》accounting firms have to contend not just with a technology shift but a change in their optimum business models

》a frightening thought – the pace of change right now is the slowest it will ever be

》what is the single biggest disruptive threat to businesses according to Andy Grove of Intel

》how Apple changed the business model for the way people acquired music and what accounting firms can learn from this

》why Darwin is misquoted on survival of the fittest biggest, and who really survives in the accounting and fintech world

》what should be a key strategy for progressive accounting firms to enable them to future proof and see what’s coming up on the horizon

》the ultimate starting strategy question for accounting leaders (hint - it involves value creation)

》why putting too much emphasis on different generations in the workplace is like ‘astrology for business’

》how profits come from taking risk and what you should do with your money if you don’t want to take a risk

》the 3 types of risk that businesses can take (courtesy of Peter Drucker) and why they are hard to identify

》the single biggest reason why many accounting firms are not ready to move to the cloud

》why the business model of ‘we sell time’ is dying in accounting firms

》why so many accountants are not going into accounting firms but going into industry

》the difference between value, price and cost in any transaction

》having the benefit conversation and the value conversation to draw out value from clients

》why the next 5-10 years will see the virtual elimination of compliance work for accountants

》why accountants are positioned well for advisory, but bookkeepers are positioned even better

'Adaptability should be a key strategy for progressive #accounting firms - seeing what's coming up on the horizon' says @edkless on the Accounting Influencers Podcast #accountancy #accountex #advisory #accountinginsight

Ed is a contributor to industry publications, including the Journal of Accountancy, Harvard Business Review and HR.com, and has spoken at many conferences worldwide on project management, pricing, and knowledge workers. He is also active in the Information Technology Alliance (ITA) and was named to Accounting Today’s list of the 100 Most Influential People in Accounting for 2019. He lives north of Dallas with his wife and two children and ran for Texas State Senate in 2010 and 2012 as a Libertarian. Ed’s blog is at www.edkless.com and you can contact Ed directly here:

Measuring Your Professional Influence in Accounting25 Sep 202200:07:51

As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?

You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.

Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.

You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.

Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.

By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.

In this episode, "Measuring Your Professional Influence in Accounting", you'll hear valuable context on the importance of influencer in gaining the attention of peers and prospects. People follow leaders and influencers, even if they are introverts.

Influence is a powerful currency. It gets impossible things done and tough things done faster. It opens doors and closes sales. It creates advocacy and reputation. In the accounting and fintech world, strategic partnerships and high level referrals come from your ability to trade your influence for dollars, deals and celebrity status.

Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.

You can also watch a video of this episode on Youtube here: https://youtu.be/6_VPa-Naze4

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A reminder of 5 great shows in the Accounting Influencers Broadcast Network:

Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.

Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

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FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you! Follow the Accounting Influencers Broadcast

Improving Accounting Recruitment: Khyati Sundaram20 Sep 202200:31:19

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.

Episode 12. In today's interview, "Improving Accounting Recruitment: Khyati Sundaram"

Khyati Sundaram is the CEO of Applied: a behavioural science-backed tool for fair and de-biased hiring. Applied helps companies remove bias from hiring processes by removing gendered words from job adverts, anonymising applications, holding structured interviews and hiring based on skills (rather than proxies on CVs).

In this episode, we answer the following questions:

  1. What is the best way of measuring accounting talent?
  2. Do traditional hiring processes in accounting do a good job of hiring?
  3. What kinds of candidates might accounting firms overlook as a result of a poor hiring process?
  4. What wider issues might poor hiring and recruitment contribute to in accounting?
  5. What changes can accountancy firms make to redress these issues and hire better quality candidates?
  6. How do skills tests work for accounting roles?
  7. How do candidates in the accounting talent pool feel about this approach?
  8. What difference does a skills based approach in accounting make to successful hires on the job?
  9. What does talent look like in the new world of work in accountancy firms?

You can also watch the youtube video of this interview here: https://youtu.be/RTDuTy1rH9Q

In her former life, Khyati’s pursuits range from co-founding and leading an AI company looking at sustainable supply chains, to investment banking with JP Morgan and RBS. She has a breadth of experience in data science, product development, and fundraising. She also holds an MSc in Economics from the London School of Economics and an MBA from the London School of Business / Wharton School.

In her spare time, Khyati likes playing badminton and is an avid weightlifter.

Contact her here:

https://www.linkedin.com/in/khyatisundaram/

https://www.beapplied.com/

https://twitter.com/beapplied

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A reminder of 5 great shows in the Accounting Influencers Broadcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

➺ Main show website. For access to every single show with full shownotes:

Practical Ways Your Firm Can Stand Out to Attract Talent06 Nov 202400:16:33

In this episode of the Accounting Talent podcast, Rob Brown discusses the critical importance of value creation in accounting firms, emphasizing that true value comes from people rather than just appearances. He highlights the need for firms to differentiate themselves by focusing on genuine narratives, individualized career paths, work-life balance, mental health support, community involvement, and a commitment to diversity, equity, and inclusion. By showcasing real, tangible actions and evidence of their values, firms can attract and retain top talent in a competitive market.

Key Takeaways

  • Leaders in accounting firms prioritize value creation.
  • Many firms mistakenly focus on appearances rather than substance.
  • Today's talent seeks authenticity and a compelling narrative.
  • Individualized career paths can set firms apart.
  • Work-life balance is crucial for attracting top talent.
  • Mental health support is a key differentiator for firms.
  • Community involvement resonates with younger generations.
  • Diversity, equity, and inclusion must be actively demonstrated.
  • Continuous learning enhances the employee experience.
  • Differentiated value creates a competitive advantage in talent retention.

Soundbites

  • "It's about the people, isn't it?"
  • "Top talent wants to know they've got a future."
  • "Do you have mental health first aiders?"

________

You can watch this specific episode on our YouTube Channel here: https://youtu.be/0boUWZ0iwd4

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:

https://www.linkedin.com/company/talent-in-accounting

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.

TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your

Why Accountants Are Indispensable: Barbara Weltman13 Sep 202200:24:58

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.

Episode 11. In today's interview, "Why Accountants Are Indispensable: Barbara Weltman."

Barbara Weltman is the founder of Big Ideas for Small Business, which publishes Idea of the Day® and the e-newsletter Big Ideas for Small Business®. Based in Vero Beach, Florida, she is an attorney, a trusted professional advocate for small businesses and entrepreneurs, and a prolific author of many important books for small business owners. She is also a guest blogger for several sites and creates continuing education programs for accountants and attorneys. She has been named one of the 100 Small Business Influencers in the US and serves on the advisory board for the Small Business & Entrepreneurship Council in the U.S.

Key takeaways from this episode include:

➳ what makes accountants essential to small business owners beyond the legal requirements of tax and bookkeeping

➳ why today's small business owners struggle to handle their world without clear, unbiased advice from accountants

➳ the impact of globalisation and handling international transactions for business owners that requires specialist accounting knowledge

➳ some of the ways accounting professionals should be supporting small businesses beyond the tax and compliance work

➳ thoughts on logistics, inventory and supply chain issues that accountants must speak into for small business owners

➳ the different ways small businesses are defined according to the many stakeholders who support them

➳ the intricacies of business loans and why accounting advisors are best placed to help their clients make good funding decisions

➳ the benefits of tapping into a valuable network when business owners work with a well connected accounting advisor

➳ what business owners should be looking for in a suitable accounting professional and trusted advisor

➳ two reasons why a professional accounting advisor is worth investment from business owners

➳ warning signs for business owners who are not getting good value from their accounting advisors and so might need to move on

➳ when DIY accounting is okay for some business owners, but ultimately an accounting professional

➳ resources for business owners and their accounting advisors to work better together

➳ top tips for accountants, bookkeepers and CPAs to become more indispensable to their business clients

You can also check out this interview in video format on Youtube here:

https://youtu.be/RsXagJ19Vkc

Each morning year round, Barbara walks 5 miles along the historic Jungle Trail on the Indian River Lagoon ("An early morning walk is a  blessing for the whole day." Henry David Thoreau) and heads up a book club in my neighborhood.

Find her on www.BigIdeasForSmallBusiness.com and @BigIdeas4SB plus:

https://twitter.com/BigIdeas4SB

https://www.facebook.com/BigIdeasForSmallBusiness

https://www.linkedin.com/in/bweltman/

Social Media Marketing in Accounting: Tyler Clark06 Sep 202200:31:41

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.

Episode 10. In today's interview, "Social Media Marketing in Accounting: Tyler Clark."

Tyler S. Clark is the Co-Founder of Dream Firms, leader of the Proactive Accountants Community on Facebook, and the host of Dream Firms Spotlight on youtube. After having successfully built an accounting firm from scratch, adding six figures of new growth each year with cutting edge digital marketing and ethical sales techniques before a successful exit, he is now recognized as the go-to expert for top tier strategic guidance and actionable advice for accounting professionals who are dedicated to building their dream firms.

Key takeaways from this episode include:

➜ how the covid pandemic has affected accounting practices in both good and bad ways

➜ the two sided coin that is 'disruption' and how the best accounting firms use it to their advantage

➜ the two critical aspects of a 'dream client' for anyone' and especially accountants

➜ why social media should be viewed as internet 2.0 by accountants and marketing professionals

➜ cutting through the marketing noise for accountants with genuinely useful content for business clients

➜ advice for accountants who have fears or roadblocks about participating in social media marketing

➜ how marketing has changed and traditional marketing methods are no longer as effective for accountants

➜ the swing back and forth with digital and analogue (in person or old fashioned) marketing for accounting firms

➜ the problem for accountants and CPAs in getting too focused on the metrics of social media marketing

➜ first steps for bookkeepers, accountants and CPAs to make social media marketing work

➜ the role of outsourced marketing for accountants and how they can decide whether to bring in outside marketing support

➜ deciding whether to be on multiple platforms at the same time or choose one for accounting firm social media marketing

➜ what good content looks like for social media marketing in accountancy practices, and what NOT to do

➜ what accounting firm leaders and marketers should look for in their employees to boost their social media results

➜ Tyler's 3 top tips for effective social media marketing in accounting

Listeners can also check out this interview in video format: https://youtu.be/Kez1yUkDuss

When not working, you can find Tyler and his wife Marine nestled in heart of the French Alps alongside their Chowchow, Tea.

You can listen to or watch Tyler's previous interview on the show here:

"Stand Out Marketing for Accountants: Tyler Clark"

https://bit.ly/3vE0eT8

https://youtu.be/WdWrb_Nra5E

Connect with Tyler here:

https://www.linkedin.com/in/tyler-s-clark/

https://dreamfirms.com/

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A reminder of 5 great shows in the Accounting Influencers Broadcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope,...

Marketing in Accounting vz Legal with Casey Blake30 Aug 202200:28:17

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.

Episode 9. In today's interview, "Marketing in Accounting vz Legal with Casey Blake."

Casey is a creative strategic thinker who connects the dots and brings brands to life. With a background in accounting marketing and experience in both the for-profit and nonprofit sectors, she brings an ideal skill set for Kolibri Law Support Solutions. Prior to joining Kolibri Law Support Solutions, Casey was Director of Marketing at a Boston-based CPA firm. Before that she was a Marketing and Sales Client Strategist at a global accounting firm. Earlier in her career, she was a Marketing and Event Coordinator at a nonprofit that promotes awareness and advocacy for children's health and well-being.

Key takeaways from this episode include:

☞ what fractional law firm management looks like and what accounting firms might learn from the role

☞ the trend for professional firms to run a C-Suite rather than a managing partner and senior partner equity model

☞ the overload and multiple responsibilities facing many professional firm managing partners

☞ asking what is more competitive - the legal market or the accounting market

☞ the difference in approaches to winning clients and doing their jobs for accountants and lawyers

☞ how the retained fees and monthly recurring revenues of accountants affects the way they market

☞ the importance for some professional firms of attracting local and regional clients with SEO and geo-location marketing

☞ how globalisation is changing how professional firms can now go after clients from anywhere in the world

☞ how budgets vary significantly between professional firms depending on the priorities

☞ whether managing partners and leaders of accounting firms actually value the marketing function

☞ the movement in professional firms to bring marketing people to the top table of leadership in a CMO type role

☞ the importance for professionals in accounting firms to understand the need for marketing and business development activity

☞ the similarities around data, analysis, research and strategy when it comes to marketing in law and accounting firms

☞ shout out to AAM (Association for Accounting Marketing), LMA (Legal Marketing Association) and others to support marketing in professional firms

☞ what's coming up for the marketing role in accounting and CPA firms in coming years, particularly in the areas of people and talent

☞ how short videos will play a bit part for accounting practice marketing in a world of short attention spans

☞ best advice for accounting professionals who want more of a voice for their ideas when it comes to marketing themselves and their firm

Outside work, Casey enjoys a blend of at-home celebrations and travels (usually with a good book) with her husband and children. You can usually find her on a run around her neighborhood taking in the beautiful sights of the Mystic River.

https://www.linkedin.com/in/casey-blake-mosca-82a99324/

https://www.linkedin.com/company/kolibri-law-support-solutions/

https://www.kolibrilaw.com

You can also check out this interviews on youtube:

Motivation in Accountancy with Michael Quigley23 Aug 202200:24:56

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.

Episode 8. In today's interview, "Motivation in Accountancy with Michael Quigley."

Michael Quigley is a former teacher with an extensive experience of teaching, coaching and leadership, coupled with an enduring passion for fitness, wellbeing and growing people. He is a published author and regular blogger as well as the creator of online professional and personal development courses with his company Kataholos. His online learning platform empowers over professionals with e learning courses on stress, health and communication skills.

Key takeaways from this episode include:

➼ why the combination of people and tech means accounting is an exciting space right now

➼ what brings accountants closer to their clients in challenging times

➼ the importance of motivation for career and performance in a profession like accountancy

➼ what intrinsic motivation gives accounting professionals who want to stay relevant and competitive

➼ what will happen to the accountants and CPAs who are unable or unqilling to develop their skills

➼ the dangers for accountants of thinking reactively or retroactively

➼ the five types of motivation that accountants, CPAs and bookkeepers should be aware of

➼ the role of softer skills and not technical credentials that differentiates many accountants

➼ how accounting leaders and managers can motivate their people to do things they don't want to do

➼ what goes wrong with motivations and why promises like new year resolutions mostly fail

➼ the flaws for accountants in trying to motivate themselves by copying others

➼ two different attitudes or mindsets for accounting professionals to walk into a room

➼ what makes many accounting types 'situational extroverts' vz introverts

➼ how competence breeds confidence for professionals like accountants and CPAs

➼ the role of motivation for accountants in passing exams, going for promotions and handling big client workloads

➼ why accountants like frameworks, scripts, steps and processes to achieve more in life and work

➼ the upsides of practicing in private what needs to happen in public for accountants and CPAs

➼ the faulty thinking when it comes to comfort zones and what accountants can learn about growing

➼ the merits of a healthy culture and a strong learning environment in accounting firms

➼ two valuable pieces of advice for accountants who want to 'raise their game'

Check out this interview with Stephen Hamlet and Michael Quigley at International Accounting Forum 2022 https://bit.ly/3OTyD82

Outside of work, Michael is a keen musician, playing several instruments and playing in a rock band. He is fluent in Spanish and has a spanish speaking podcast, Comida para el viaje. He is a keen traveller, and loves to keep fit, regularly setting himself physical challenges to raise money for various charitable causes each year.

https://www.linkedin.com/in/itsmichaelquigley/

https://www.facebook.com/kataholosonboarding

@_kataholos on twitter

https://kataholos.co.uk/

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A reminder of 5 great shows in the Accounting Influencers Broadcast Network:

❶ Success in Accounting -...

What Stops Accountants Going Cloud: Kellie Parks16 Aug 202200:26:26

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.

Episode 7. In today's interview, "What Stops Accountants Going Cloud: Kellie Parks."

Kellie Parks is an ardent devotee of online accounting platforms and loves all the apps that create a robust cloud accounting ecosystem. She adopted cloud financial technology for my own business in 2009 using Freshbooks for invoicing. She is certified or partnered in over a dozen cloud applications, is a proud member of the Intuit International Trainer Writer Network and the Freshbooks Partner Council.

Kellie is passionate about wanting every accounting professional to love running a cloud-based business with effective best practices, consistent communications and efficient processes, systems & workflows. She crafts those processes and automations for future thinking accounting professionals who believe in the mightiness of online technology, and has dozens of pre-built templates to take the pain of creating optimization in your firm off your plate. Key takeaways from this episode include:

how the pandemic has changed the way accountants and bookkeepers operate in the cloud

how covid has accelerated changes that were already starting to happen AND brought new changes for accountants and bookkeepers

the world of difference between true cloud accounting and accountants/bookkeepers who think they are in the cloud

why client models and work practices sometimes stop accountants and bookkeepers taking them into the cloud

defining exactly what 'cloud' means and why many accountants, bookkeepers and business people see it differently

unpacking security issues for accountants and bookkeepers who use them as excuses not to move into cloud accounting

the two types of people when it comes to working in the cloud, and why neither are ideal

the role of a security audit for accountants and bookkeepers plus their clients who are considering cloud accounting

the power of 'already making money' that stops many accountants and bookkeepers from changing what they do

the difficulties for accountants and bookkeepers in setting KPIs around moving to the cloud

the demand for change and shift to cloud that is coming from the clients of accountants and bookkeepers

the single biggest reason accounting and bookkeeping firms should be cloud based

what business owners and clients who want to switch accountants and bookkeepers are really looking for

why accountants and bookkeepers will lose out on winning new business from a younger and younger client base if they are not cloud focused

how cloud focused accountants and bookkeepers sit right in the middle of their clients' businesses and can therefore be much more useful

admitting how bad cloud based software was back in the early days and how much better it is now for accountants and bookkeepers

the role of culture and leadership in pushing a firm of accountants and bookkeepers to adopt cloud

what the future looks like for accountants and bookkeepers in the area of cloud accounting

words of encouragement for accountants and bookkeepers who want to drive change in the area of cloud accounting

Kellie and her husband Jeff, a Fly Fishing Guide have 3 grown kids and live with 2 unruly Australian Shepherds in a 100-year-old lakeside cabin (that is chronically under renovation). She is an avid runner, water & snow skier and live music fan. Contact her here:

https://www.facebo

Who Leads the World in Accounting with Mark Jenkins09 Aug 202200:30:15

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.

Episode 6. In today's interview, "Who Leads the World in Accounting with Mark Jenkins."

Mark has had over 20 years in Public Practice in New Zealand. In 2014, he sold his firm so that he could focus on his true passion - helping accountants to accelerate small business success. Mark joined forces with Viv Brownrigg, together creating The Gap so that Accounting firms throughout NZ, Australia and the UK can use Business Development content to maximise income without having to re-invent the wheel. Key takeaways from this episode include:

◆ what exactly the GAP Portal does to help accountants systemise and deliver advisory services

◆ what is happening in the accounting space in Australia and New Zealand that will spread globally

◆ why Australia and New Zealand are a few years ahead in the accounting and fintech space

◆ what a lack of protection for accountants means in the way they innovate and upskill

◆ how a need to innovate and embrace tech has led to rapid digital and practice transformation for professionals like accountants and CPAs in Australia and New Zealand

◆ an example of an accounting digital initiative new to the UK that has transforming accountancy in Australia and New Zealand for over 10 years

◆ the biggest fear for business owners that leads to a desperate need to get good accounting help and advice

◆ how the UK accounting set up is ahead of Australia and New Zealand in needing businesses to have a digital receipt for everything

◆ the factors that have led to adoption of cloud and tech by clients to drive change in their accounting advisors

◆ asking the question 'to what degree accounting firms are digitized in different parts of the world?'

◆ a checklist of the skills accounting professionals need to serve their clients well beyond technical competence

◆ why the biggest competitor for accountants is often their own complacency and a reluctance to innovate

◆ the problems with being the pioneers, the innovators and the early adopters in any field

◆ tips for recruiting and retaining top talent in today's accounting and fintech labor shortage

◆ the move to recruit banking, finance and other professionals into accountancy firms

◆ where the professional bodies may be falling short in their responsibility to make accountancy as a career more attractive

◆ what is going on with the trend to bring non-accountants and business CEOs in to run accounting firms

◆ the merits of offshoring for accounting firms and CPA practices who cannot access the talent they need locally

◆ the principle differences between offshoring and outsourcing when it comes to accounting talent

◆ the challenges of shaping culture in remote and hybrid working for accounting firms, with some quick win solutions

◆ what has changed in the world of accounting advisory in recent years, and why it is more important than ever for accountants to embrace

You can also check out this interview on youtube: https://youtu.be/jdepdA18O1w

In his downtime, Mark likes nothing more than getting up at the crack of dawn, pulling out his kayak, catching, filleting and BBQing his catch of the day. Contact him here:

https://www.thegapportal.com/

Stand Out Marketing for Accountants: Tyler Clark02 Aug 202200:31:36

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.

Episode 5. In today's interview, "Stand Out Marketing for Accountants: Tyler Clark."

Tyler S. Clark is the Co-Founder of Dream Firms, leader of the Proactive Accountants Community on Facebook, and the host of Dream Firms Spotlight on youtube. After having successfully built an accounting firm from scratch, adding six figures of new growth each year with cutting edge digital marketing and ethical sales techniques before a successful exit, he is now recognized as the go-to expert for top tier strategic guidance and actionable advice for accounting professionals who are dedicated to building their dream firms.

Key takeaways from this episode include:

☆ stepping out of the shadows of our fathers - the positive and negative influences on influencers

☆ the biggest challenge for accountants who want to make changes, and how to overcome it

☆ why growing an accounting firm is simple but not necessarily easy

☆ explaining why there has been a historical approach to almost every facet of running an accountancy firm

☆ where a lot of dissatisfaction in the accounting profession is coming from and why

☆ what makes accountants and CPAs surprisingly coachable and teachable

☆ how seeing themselves as problems solvers helps accountants advise better

☆ the difference between good accounting technician and effective tax planner and trusted advisor

☆ the cut off point for accountants to start saying 'no' to certain clients or prospects

☆ the biggest thing entrepreneurial accountants struggle with in deciding on their ideal clients

☆ the power of emotions that accountants can tap into in with truly helping their clients

☆ the role of niching for better marketing in accountancy practices

☆ the pain points and decisions blockers for accountants choosing the right niches or sectors to work in

☆ a great marketing method accountants might choose between two niches such as cannabis or crypto

☆ how accountants can avoid being a bottleneck in their own firm, particularly as the owner and leader

... and much more!

You can also check out this interview on youtube: https://youtu.be/WdWrb_Nra5E

When not working, you can find Tyler and his wife Marine nestled in heart of the French Alps alongside their Chowchow, Tea.

https://www.linkedin.com/in/tyler-s-clark/

https://dreamfirms.com/

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A reminder of 5 great shows in the Accounting Influencers Broadcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast...

Modernizing the Accounting Audit: Joelmy Jaquemart26 Jul 202200:22:21

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.

Episode 4. In today's interview, "Modernizing the Accounting Audit: Joelmy Jaquemart."

Joelmy Jaquemart heads up International Development at Gest On Line, a leading software provider within the audit industry. She is originally from the Dominican Republic and moved to France 10 years ago to continue her studies. She speak Spanish, English & French. She has a dual degree in Law & International Business .

Key takeaways from this episode include:

✦ the competition in the audit technology space currently and how much things are changing in accounting audit

✦ why the accounting audit needs to modernize and what drivers are pushing that

✦ the importance of greater technological skills and knowledge for accountants and auditors

✦ whether the pandemic is driving new audit practices or accelerating what was already happening in accounting

✦ how coachable or teachable audit professionals are as a breed given all the transformation change required

✦ what will happen to the individuals and accounting firms who are unable or unwilling to make the necessary changes to modernize

✦ the main ways in which technology is changing the accounting audit

✦ why most audits no longer require a physical 'on-site' presence with the accountant and the client

Outside work, Joelmy is into travel, reading, music, cycling, learning Italian, skiing and red wine. You can contact her here. it New Zealand, learn to ski, travel as much as I can

https://www.gestonline.com/

https://www.linkedin.com/in/joelmy-jacquemart-78239994/

You can also check out this interview on youtube: https://youtu.be/mJaBC9gss0s

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A reminder of 5 great shows in the Accounting Influencers Broadcast Network:

Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.

Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

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FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

➺ Main show website. For access to...

Strategic Marketing in Accounting: Casey Blake19 Jul 202200:31:43

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.

Episode 3. In today's interview, "Strategic Marketing in Accounting: Casey Blake".

Casey Blake is a creative strategic thinker who connects the dots and brings brands to life. With a background in accounting marketing and experience in both the for-profit and nonprofit sectors, she brings an ideal skill set for Kolibri Law Support Solutions.

Prior to joining Kolibri Law Support Solutions, Casey was Director of Marketing at a Boston-based CPA firm. Before that she was a Marketing and Sales Client Strategist at a global accounting firm. Earlier in her career, she was a Marketing and Event Coordinator at a nonprofit that promotes awareness and advocacy for children's health and well-being.

Key takeaways from this episode include:

Casey enjoys a blend of at-home celebrations and travels (usually with a good book) with her husband and children. You can usually find her on a run around her neighborhood taking in the beautiful sights of the Mystic River. Connect to her here:

https://www.linkedin.com/in/casey-blake-mosca-82a99324/

https://www.linkedin.com/company/kolibri-law-support-solutions/

https://www.kolibrilaw.com

You can also check out this interview on youtube: https://youtu.be/rzJHYsce5WY

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A reminder of 5 great shows in the Accounting Influencers Broadcast Network:

Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.

Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

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Mentioned in this episode:

About Talent in Accounting

Welcome to Talent in Accounting, one of the world's leading podcasts in this genre, with several spinoff shows. Our focus now is on talent, a significant challenge for the accounting world. We interview experts, influencers, and leaders on various aspects of talent, from culture to leadership, mental well-being, and more. With over a thousand listeners, we appreciate your support and encourage you to share the show. If you know potential guests with valuable insights on talent, please contact me on LinkedIn. We're also seeking sponsors interested in talent and the accounting

Accounting Firm Culture & Brand Tips: Joe Woodard12 Jul 202200:37:32

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.

Episode 2. In today's interview, "Accounting Firm Culture & Brand Tips: Joe Woodard."

As an author, consultant, business coach, and national speaker, Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices. He is the host of Woodard Institute, Woodard Alliance and one of the world's leading training conferences for small business advisors called Scaling New Heights(R). In 2012 and 2014-2021 Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession.

He regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews. Joe is the CEO of Woodard Events, LLC which provides education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry.

In this interview with Rob Brown, Joe speaks with passionate authority about what a disruption proof firm looks like as we emerge from the covid pandemic. He explains what a true cloud accounting firm looks like, and the main disrupters that are making many firms irrelevant or commoditised.

Joe dives into the term advisory, shares why CPAs and accountants miss the mark and why they haven't been good custodians of the trusted advisor label. He shows how accountants misinterpret the word 'trusted' and highlights the talent problems coming up for accounting as the boomers move up and out.

Joe speaks passionately about what has stopped CPA firms competing and future proofing as well as they could have. If you want to know whether accountants should think more like entrepreneurs or the other way round, Joe has the answers.

The blurred lines between bookkeepers and accountants is also explored by Joe, who gives an excellent analogy in how doctors and nurses look after their patients. He finishes with practical advice for accounting firms who want to defend the brand of the profession, the culture of their firm and the impact of disruption on their business.

All these goodies and more - Joe's interview has exceptional content for those accountants and firms who want to move from good to great.

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Key takeaways from this episode include:

❃ the major facets of an accounting firm that aspires to become disruption proof

❃ why 'advisory' is such an unclear term for both accountants and their business clients

❃ the need for accountants and CPAs to be business coaches even more than advisors

❃ shout out to top culture book "The Advantage: Why Organizational Health Trumps Everything Else in Business" by Patrick Lencioni

❃ what Disney can teach accountants and CPA firms about culture by talking about vision, mission and purpose

❃ the conflict all accounting firm websites have in trying to attract new business and new staff

❃ what accounting practices should lead with when it comes to website messages and brand statements

❃ why fast food chain 'chick-filet' never have a problem recruiting and retaining staff

❃ suggestions for accounting firms who want to differentiate themselves in the marketplace

❃ what 'flipping the script' with accounting firm marketing brands means in attracting new business

❃ case study of Aprio accounting firm in Atlanta, Georgia and how they upgraded their brand across 800 staff from a 100 year old...

How Leadership Development Boosts Talent Retention30 Oct 202400:30:45

Think talent management is just another HR buzzword? Think again! 

In this new podcast episode, I’m joined by Ginger Craig—an executive coach with over 20 years in the field—who recently led a transformative leadership program for BRC, a North Carolina-based firm known for putting people first.

Together, we explore why a true investment in talent is key to retention, productivity, and making your firm a place where people want to stay.  Ready for real-world strategies to develop your team?

In this episode of the Accounting Talent Podcast, Rob Brown talks with executive coach Ginger Craig about why leadership development is the cornerstone of employee retention in accounting firms. Using the successful case of BRC, they explore how leadership investment can transform firm culture and engagement.

Key Takeaways:

  • Leadership is more than technical skills; it requires fostering trust and clarity.
  • Firms that don’t invest in leadership face higher turnover and hidden costs.
  • BRC’s commitment to developing leaders resulted in actionable, specific feedback.
  • Sustainable learning requires practical, real-world practice and peer accountability.
  • Strong leadership fosters a feedback-rich culture that retains top talent.
  • Starting small and staying consistent makes leadership changes stick.
  • Firms need senior leadership buy-in for development programs to succeed.

Killer Quotes:

  • "Firms that ignore leadership training are losing talent."
  • "Technical expertise alone won't keep your best people."
  • "Strong leadership isn't optional; it’s survival."
  • "Leadership training must go beyond theory."
  • "Feedback culture is key to retention."
  • "Small, consistent learning builds sustainable leadership."
  • "Effective leaders inspire and retain talent."

You can watch this specific episode on our YouTube Channel here: [LINK]

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:

https://www.linkedin.com/company/talent-in-accounting

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.

TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently...

What Makes an Influencer in Accounting & Fintech05 Jul 202200:20:25

The Accounting Influencers Podcast has now moved from 'one show 6 episodes a week' to 'five shows 5 days a week'. It's all to give you 26,000 listeners in the accounting, bookkeeping and fintech world a better audio experience so you get exactly what you want.

This brand new Influencers in Accounting show comes out every Wednesday and features interviews with the best leaders, influencers and experts in the accounting profession and fintech industry.

In this first show we preview the new direction and format, then 5mins in you'll hear some gems and short excerpts from interviews we've done with previous guests. Here they are with links to their full shows:

The Role of Accounting Bodies & Exams with Sabine Charles https://bit.ly/3JwrTty

Critical Race Theory & Black Accountants with Anton Lewis https://bit.ly/3iFqVA8

DEI, Racism & Prejudice in Accounting: Anton Lewis https://bit.ly/3wV8cZ9

Career Advice for Accountants & CPAs with Randy Crabtree https://bit.ly/3K5rRZL

Mental Resilience for Accountants: Randy Crabtree https://bit.ly/3N24kei

ESG Opportunities in Accounting with Ian Thomson https://bit.ly/39TC0fF

Accountants vz Software Vendors with Radical CPA Jody Padar https://bit.ly/3JzMZHW

How Accounting & Fintech Are Evolving with Jody Padar https://bit.ly/3viNtfV

Leaders Special Interview: Mark Koziel - Allinial Global CEO https://bit.ly/3MAjOXj

You can also check out these interviews on youtube:

Sabine https://youtu.be/EnAaGZpkZLg

Randy https://youtu.be/184654WUPLE

Jody https://youtu.be/qkz4uxiAOM0

Ian https://youtu.be/sLk2B7ZSqeI

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Here are the 5 shows in the Accounting Influencers Broadcast Network:

Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.

Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

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FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you! Follow Accounting Influencers on LinkedIn -...

The Evolution of Modern Accountants Roles & Their Firms23 Oct 202400:23:39

AI: biggest threat or greatest opportunity for accountants? 

In this podcast episode, Rob Brown chats with Nick Sinclair to explore how emerging tech, like AI, is reshaping the accounting world. We dive into what’s happening with the evolving roles of accountants, the end of Excel (maybe!) and how firms that embrace AI and automation are setting themselves up for success. Takeaways:

  • Firms today face significant challenges that require adaptability.
  • Service models are evolving, with an emphasis on flexibility.
  • Client expectations are changing, pushing firms to innovate.
  • Firms must adapt to increased competition by differentiating their offerings.
  • Strong leadership is crucial for driving meaningful change within firms.
  • Technology plays a key role in the evolution of accounting firms.
  • Balancing traditional practices with innovative approaches is essential for growth.
  • Remote work culture has had major impacts on how firms operate.
  • Talent acquisition needs a strategic approach to find the right fit.
  • Investing in employee development is key to long-term success.
  • Maintaining a competitive edge requires constant adaptation and foresight.
  • Trends shaping the future of accounting include increased automation and client-focused services.
  • Success in a changing landscape requires new metrics and continuous improvement.
  • Innovative setups are proving effective for managing remote talent.
  • Balancing employee needs with client service is critical for sustained success.
  • Firms that remain complacent risk becoming irrelevant in a fast-changing market.

Are you ready to adapt or risk falling behind?

________

You can watch this specific episode on our YouTube Channel here: https://youtu.be/zOD9VJyHhUc

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:

https://www.linkedin.com/company/talent-in-accounting

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.

TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting

Mastering the HOW of Hiring - What Top Leaders Do16 Oct 202400:17:02

🎯 How to Hire: Attracting Top Talent 🎯

Knowing when to hire and who to hire is critical, but the real challenge often lies in the how. How do you actually attract top talent to your accounting firm? In an increasingly competitive market, it’s not enough to post a job ad and hope for the best. You need a strategic approach to stand out and bring in the best candidates.

🎙 In the final episode of our Accounting Talent Podcast mini-series, we focus on how to hire. We cover practical, actionable steps to craft a recruitment process that gets the attention of top-tier candidates and ensures you hire people who will contribute to your firm’s success.

Here’s what you’ll learn:

📝 Crafting Job Descriptions: Your job description is often the first impression a candidate will have of your firm. We talk about how to make these descriptions compelling, focusing on outcomes, growth opportunities, and the impact candidates will have on your firm. These aren’t just listings—they’re your chance to inspire talent.

🤝 Leveraging Your Network: Did you know that most hires come through personal referrals and networking, not job boards? We explore how to leverage your existing professional network to find high-caliber talent that may not be actively looking for a new role.

💬 Optimizing Interviews: A great candidate can be lost during the interview process if it’s not done right. We discuss how to create an interview process that doesn’t just evaluate technical skills, but also assesses cultural fit and long-term potential.

🚀 Onboarding and Development: Attracting talent is only half the battle. We cover the importance of strong onboarding programs and continuous development opportunities, ensuring your new hires stay engaged and committed for the long haul.

Hiring is more than just filling roles. It’s about building a team that will shape the future of your firm. 🎧 Listen to this episode and learn how to take your hiring process to the next level.

You can watch this specific episode on our YouTube Channel here: https://youtu.be/iAjVQ7pT01M

___________

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:

https://www.linkedin.com/company/talent-in-accounting

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.

TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible,...

Mastering the WHO of Hiring - What Top Leaders Do09 Oct 202400:16:56

Are you strategically hiring for your accounting firm's future? Or are you just filling gaps?

Discover how to transform your hiring process from reactive to proactive as Rob Brown talks more about the critical question of "who to hire" for accounting firms. He emphasizes that hiring isn't just about filling vacancies, but about strategically building teams for future growth and success. Brown challenges the common practice of replacing departing employees with carbon copies, instead advocating for a more thoughtful approach that considers the evolving needs of the firm.

The episode explores four key areas: rethinking roles after a vacancy, building teams for expansion, acquiring specialized talent, and balancing technical skills with cultural fit. Rob Brown also provides actionable insights and real-world examples to help accounting firms make more strategic hiring decisions that can lead to improved efficiency, competitive advantage, and long-term success.

Key Takeaways:

✓ Don't just replace, reimagine roles when vacancies occur

✓ Build teams strategically for expansion, considering unique expertise

✓ Acquire specialized talent to meet niche market demands

✓ Balance technical skills with cultural fit for long-term success

✓ Involve the whole team in identifying and assessing potential candidates 

Quotes:

"Hiring isn't a checkbox task. It's a strategic move that shapes the future of your firm."

"Don't wait for your competitors to bag this specialized talent before you do. Seize the day."

You can watch this specific episode on our YouTube Channel here: https://youtu.be/drqJGwGypxU

___________

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events

More Accounting Influencers content here:

https://www.youtube.com/@accountinginfluencers for all of our podcast episodes

https://www.linkedin.com/company/accountinginfluencers for our events and posts

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.

TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants &...

Mastering the WHERE of Hiring - What Top Leaders Do02 Oct 202400:15:43

Are you overlooking a critical aspect of leadership in accounting? Could your involvement in hiring be the key to elevating your influence and driving your firm's success?

Rob Brown challenges the common misconception that hiring is solely HR's responsibility. He argues that regardless of your position in an accounting firm, if you aspire to leadership, you should be actively involved in the hiring process. Brown emphasizes that bringing in new talent is as crucial as acquiring new clients, if not more so.

The episode is part of a three-part mini-series focusing on strategic hiring decisions. Brown explores the critical moments when hiring becomes necessary, such as filling sudden vacancies, addressing team overload, expanding services, or acquiring specialized expertise. He provides actionable insights on how to approach these situations strategically, turning challenges into opportunities for growth and improvement.

Key Takeaways:

✓   Hiring should be everyone's responsibility, not just HR's

✓   Strategic hiring can set you apart as a leader in your firm

✓   When filling a vacancy, take the opportunity to reevaluate staffing needs

✓   Overworked teams are less productive; recognize signs of overload

✓   Specialized expertise hiring is crucial for meeting evolving client demands

Quotes:

"The talent you bring in today will shape the success you'll see tomorrow."

"Firms offering advisory services see a 15 percent higher growth than those that don't."

You can watch this specific episode on our YouTube Channel here: https://youtu.be/LmU2RgHnBgw

___________

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events

More Accounting Influencers content here:

https://www.youtube.com/@accountinginfluencers for all of our podcast episodes

https://www.linkedin.com/company/accountinginfluencers for our events and posts

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.

TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to...

Great Accounting Firms to Work For Pt1: What's Working25 Sep 202400:36:41

Are you struggling to attract and retain top talent in your accounting firm? What if there was a way to create a workplace culture that people actually want to be part of?

Rob Brown interviews Sarah Hauge and Deepa Bhat from ASL, an accounting firm that's revolutionizing workplace culture in the industry. They discuss how ASL has become a great place to work, attracting and retaining top talent in a competitive market.

Deepa and Sarah share insights into ASL's innovative approaches, including their flexible work arrangements, comprehensive employee engagement strategies, and commitment to work-life balance. They delve into the firm's unique initiatives such as the ASL University, their mascot "Bumble," and their focus on mental health and wellness. The conversation also touches on the importance of diversity and inclusion, with ASL boasting impressive statistics on female leadership.

Key Takeaways:

✓ ASL offers flexible work arrangements, with 25% of their team fully remote and 24% remote in California.

✓ The firm implemented a "B team" (Building Employee Engagement team) and introduced a mascot named Bumble to boost employee morale.

✓ ASL provides extensive mental health support, including 100% employer-paid medical and dental insurance.

✓ The firm focuses on competence rather than diversity quotas when hiring, resulting in naturally diverse leadership.

✓ ASL emphasizes accountability at all levels, including partners, fostering a culture of responsibility. 

Quotes:

"We have evolved with the times and we have adapted to what our employees want." - Deepa Bhat

"We hire for competence. We don't hire based on what boxes someone checks." - Deepa Bhat

SHOW DETAILS HERE

You can watch this specific episode on our YouTube Channel here: https://youtu.be/S2kIulhxbNw

___________

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events

More Accounting Influencers content here:

https://www.youtube.com/@accountinginfluencers for all of our podcast episodes

https://www.linkedin.com/company/accountinginfluencers for our events and posts

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their...

What Makes Accounting Firms a Great Place to Work?18 Sep 202400:14:59

Are you struggling to attract and retain top accounting talent? Could your firm's inability to find and keep the right people be its biggest threat?

Rob Brown uncovers what makes certain accounting firms truly great places to work. With the accounting profession facing unprecedented challenges in talent acquisition and retention, Brown emphasizes the critical importance of standing out as an employer of choice in today's competitive market.

Brown outlines the key areas he'll be exploring with senior leaders from successful accounting firms across North America and the UK. These include company culture, employer branding, talent attraction strategies, employee engagement, retention success stories, mental health support, career development opportunities, and diversity and inclusion efforts. He invites firms with exceptional employer brands and talent strategies to participate in the series, offering a platform to share their success stories and best practices.

Key Takeaways:

✓ Talent shortage in accounting is unlike anything seen before, posing a significant threat to firms' survival and growth.

✓ Standard recruitment approaches are no longer sufficient; firms need innovative strategies to attract and retain top talent.

✓ Culture is crucial but challenging to get right, especially with remote and hybrid work models.

✓ Employee engagement and mental health support are essential for long-term retention

✓ Diversity and inclusion efforts are non-negotiable for attracting a wide range of talent

Quotes:

"Top performers at all levels of the career ladder, they have multiple options. And they won't hesitate to go elsewhere if your firm does not stand out."

"Culture is so tricky, isn't it? It's easy to talk about it, but it gets much harder to get it right."

SHOW DETAILS HERE

You can watch this specific episode on our YouTube Channel here: https://youtu.be/wjIBowQnIRU

___________

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events

More Accounting Influencers content here:

https://www.youtube.com/@accountinginfluencers for all of our podcast episodes

https://www.linkedin.com/company/accountinginfluencers for our events and posts

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed...

Succession Planning in Accounting Pt2: External Talent11 Sep 202400:18:18

Are you prepared for the leadership void in your accounting firm? What if your firm's next leader isn't even on your radar?

In this eye-opening episode of the Accounting Talent Podcast, Rob Brown dives into the critical topic of external succession planning for accounting firms. Building on his previous episode about internal succession, Rob explores why looking outside your firm for future leaders isn't just an option—it's a necessity for staying relevant and competitive in today's rapidly changing business landscape.

Rob highlights the alarming statistics that less than 50% of accounting firms have a formal succession plan, yet 80% expect to face succession challenges in the next five years. He emphasizes the importance of starting early, thinking strategically, and considering both internal and external candidates for leadership roles. The episode provides valuable insights into best practices for external succession planning, including defining clear roles and expectations, ensuring cultural fit, and adopting a hybrid approach that combines fresh perspectives with institutional knowledge.

Key Takeaways:

✓ Start succession planning early, thinking 2-5 years ahead

✓ Define clear roles and expectations for external hires

✓ Ensure cultural fit is prioritized alongside technical competence

✓ Consider a hybrid approach, blending external and internal talent

✓ Ignoring external succession planning can lead to significant risks and lost opportunities

Quotes:

"What got you here won't get you there."

"Succession planning is not just keeping the lights on when someone leaves. It's about setting your firm up for long-term success."

You can watch this specific episode on our YouTube Channel here: https://youtu.be/7DsrcGyb7RY

___________

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events

More Accounting Influencers content here:

https://www.youtube.com/@accountinginfluencers for all of our podcast episodes

https://www.linkedin.com/company/accountinginfluencers for our events and posts

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.

TOA GLOBAL. TOA helps you hire elite talent...

Welcome to the Accounting Talent Podcast07 Apr 202500:00:47

Accounting firms succeed when their people thrive. Join us each month as we uncover the best strategies, tools, and insights for attracting, managing, and leading high-performing accounting teams. Subscribe now to build a stronger, more successful firm!

Succession Planning in Accounting Pt1: Internal Talent04 Sep 202400:20:42

Is your accounting firm gambling with its future? Are you one retirement away from a complete meltdown?

Rob Brown tackles the critical but often overlooked topic of succession planning in accounting firms. With 75% of accountants in the UK and US at or near retirement age, Brown warns that many firms are sleepwalking into a succession crisis. He emphasizes the urgency of having a solid plan in place, not just for senior partners looking to retire, but for all levels of the firm.

Brown delves into the importance of internal succession planning, highlighting it as the most sustainable way to secure a firm's future. He discusses the value of nurturing existing talent, creating a culture of continuous development, and the role of mentorship in grooming future leaders. The episode also touches on the challenges firms face in implementing succession plans, including overcoming biases and avoiding complacency. Brown shares insights from successful firms that have implemented innovative approaches to succession planning, from rotational programs to dedicated succession planning committees.

Key Takeaways:

✓ Less than 50% of accounting firms have a formal succession plan in place 

✓ Internal succession planning preserves firm culture and values 

✓ Mentorship and professional development are crucial for grooming future leaders

✓ Succession planning should be integrated into overall strategic planning

✓ Firms need to maintain a rigorous, merit-based approach to promotions 


Quotes:

 "The best firms out there are deliberately shaping their future leaders long before they step into these roles."

 "Succession planning is not just about ensuring continuity, it's about setting your firm up for continued success.

You can watch this specific episode on our YouTube Channel here: https://youtu.be/y4GLAgGsiTM

___________

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events

More Accounting Influencers content here:

https://www.youtube.com/@accountinginfluencers for all of our podcast episodes

https://www.linkedin.com/company/accountinginfluencers for our events and posts

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping...

Stop Crisis Hiring: Long-Term Accounting Staffing Tips28 Aug 202400:24:27

Have you ever lost a key team member and felt unprepared? What if you could turn hiring crises into manageable puzzles?

Rob Brown and Jeff Phillips share the strategic hiring practices for accounting firms. They discuss how to move beyond reactive hiring and develop a proactive, long-term approach to talent acquisition and retention.

Jeff emphasizes the importance of learning from past hiring experiences and creating systems to make future hiring easier. He outlines steps to develop a strategic hiring plan, including analyzing organizational needs, embracing remote work options, and building a pipeline of potential candidates. The conversation also touches on the value of investing in administrative support and technology to free up time for strategic work.

Key Takeaways:

✓ Conduct exit interviews to learn from departing employees

✓ Create a three-year staffing plan based on growth projections

✓ Invest in an executive assistant to free up time for strategic work

✓ Embrace remote hiring options and set up necessary technology

✓ Develop inbound candidate flow through various sources 

Quotes:

"Every organizational chart is divided into three lanes: goes and gets work, completes work, gets paid to do the work."

You can watch this specific episode on our YouTube Channel here: https://youtu.be/U8oyDfj3MKk

___________

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events

More Accounting Influencers content here:

https://www.youtube.com/@accountinginfluencers for all of our podcast episodes

https://www.linkedin.com/company/accountinginfluencers for our events and posts

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.

TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your

Urgent Staffing Solutions: Filling Vacancies in 30 Days21 Aug 202400:26:06

Did you just lose a key staff member during busy season? What should you do in the next 30 days to fill that critical position?

Rob Brown and Jeff Phillips tackle the pressing issue of sudden staff departures in accounting firms. They provide a step-by-step guide on how to handle this crisis situation, from the immediate aftermath to finding a suitable replacement quickly.

Jeff Phillips, drawing from his extensive experience in the job board and staffing industry, offers invaluable insights on turning this setback into an opportunity. The discussion covers everything from conducting exit interviews and reassessing organizational structures to crafting compelling job postings and leveraging various channels to attract top talent. Rob and Jeff emphasize the importance of acting fast while still thinking strategically, providing listeners with a comprehensive action plan to navigate this challenging situation.

Key Takeaways:

✓ Conduct an exit interview to gain valuable insights

✓ Reassess your organizational chart and consider "top grading" the position

✓ Craft a compelling job description that sells your firm and outlines clear expectations

✓ Leverage multiple channels to promote the job opening, including employee referrals

✓ Consider remote work options to expand your talent pool 

Quotes:

"Speed is essential." - Jeff Phillips

"If you're set up for remote today, filling this job will be easier." - Jeff Phillips

You can watch this specific episode on our YouTube Channel here: https://youtu.be/Qqhz-PvH9zU

___________

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events

More Accounting Influencers content here:

https://www.youtube.com/@accountinginfluencers for all of our podcast episodes

https://www.linkedin.com/company/accountinginfluencers for our events and posts

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.

TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants &...

AI's Critical Role in Winning the Accounting Talent War14 Aug 202400:17:22

Is money the solution to the accounting profession's talent crisis? How are major firms investing billions to attract the next generation of CPAs?

Rob Brown shares the transformative trends reshaping the accounting industry. He explores how leading firms like Ernst & Young, PwC, and KPMG are making massive investments in technology, particularly artificial intelligence, to attract top talent and revolutionize their services.

Rob Brown discusses the billion-dollar commitments made by these firms to integrate AI, increase starting salaries, and create dynamic work environments that appeal to tech-savvy younger generations. He emphasizes that this shift isn't just about staying current - it's about leading the way in client service and empowering teams with cutting-edge tools. The episode also touches on the broader implications for the accounting profession, including the need for upskilling, the evolution of accountants' roles, and the importance of work-life balance in attracting new talent.

Key Takeaways:

✓ Ernst & Young is investing $1 billion over three years to attract the next generation of accountants

✓ PwC has committed $1 billion to generative AI and became the largest customer of OpenAI's ChatGPT Enterprise

✓ AI integration is seen as a solution to automate routine tasks, improve audit accuracy, and provide deeper data insights

✓ The accounting profession faces declining numbers of graduates and high turnover, making AI adoption crucial for talent attraction

✓ As AI takes over routine tasks, accountants are pivoting towards roles requiring more analytical thinking and advisory skills

Quotes:

"Our investment in AI is not just about staying current. It's about leading the way in how we serve our clients and empower our teams."

"This is not a static profession. This is not an old fuddy duddy profession. This is alive. This is fluid. This is rapidly changing. This is engaging. This is exciting."

SHOW DETAILS HERE

You can watch this specific episode on our YouTube Channel here: https://youtu.be/pyWB7GCELrI

___________

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events

More Accounting Influencers content here:

https://www.youtube.com/@accountinginfluencers for all of our podcast episodes

https://www.linkedin.com/company/accountinginfluencers for our events and posts

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of...

Hybrid Work Success: Talent Tips for Accounting Leaders07 Aug 202400:25:38

Rob Brown sits down with Jeff Phillips to discuss the challenges and opportunities of remote and hybrid work environments in the accounting industry. Jeff, drawing from his experience as a CEO managing remote teams, shares valuable insights on how firms can not only maintain but increase productivity with remote staff.

The discussion explores into the shift from traditional office-based work to hybrid and remote models, addressing common concerns about productivity, trust, and company culture. Jeff emphasizes the importance of adopting the right mindset and implementing effective systems to ensure work gets accomplished, regardless of physical location. He introduces concepts like asynchronous communication and project management tools that can revolutionize how accounting firms operate in a digital age.

Key Takeaways:

✓ Remote work can lead to increased productivity when structured correctly

✓ Shifting from a "see you to trust you" mentality to a results-oriented approach is crucial

✓ Asynchronous communication can enhance efficiency in accounting tasks

✓ Project management tools are essential for tracking productivity in remote teams

✓ Regular "office hours" and personal check-ins can maintain company culture in remote settings

Quotes:

"Don't even look at the technology until you've defined your philosophy about how we're going to communicate."

"Running a hybrid team is challenging. Yet, if work is structured correctly, it frees your team to be more productive than they are today."

You can watch this specific episode on our YouTube Channel here: https://youtu.be/-HWA_QBJP5Y

___________

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events

More Accounting Influencers content here:

https://www.youtube.com/@accountinginfluencers for all of our podcast episodes

https://www.linkedin.com/company/accountinginfluencers for our events and posts

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.

TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work...

Why Accountants Are Leaving: Unpacking the Talent Crisis31 Jul 202400:16:45

Rob Brown talks about the challenges facing the accounting profession in attracting and retaining new talent. He explores the declining interest in accounting as a career choice, the perception problems plaguing the industry, and the barriers to entry that discourage potential candidates.

Rob Brown also discusses how the outdated image of accountants as boring number-crunchers persists, despite the evolving nature of the profession. He highlights the need for a more realistic portrayal of modern accountants as strategic decision-makers and leaders in finance. The episode also touches on the financial burdens, work-life balance issues, and job satisfaction concerns that make accounting less attractive compared to other fields like finance and technology.

Key Takeaways:

✓ The number of students graduating with accounting degrees is declining globally 

✓ There's a debate about the relevance of traditional degrees in today's rapidly changing job market

✓ The accounting profession suffers from an image problem, often portrayed as boring and unexciting 

✓ Modern accountants play vital roles in strategic decision-making and leveraging new technologies

✓ Work-life balance and job satisfaction are major concerns for potential accounting candidates

Quotes:

"We must do a better job of marketing ourselves. We need to showcase the value that accountants bring to businesses and society at large."

You can watch this specific episode on our YouTube Channel here: https://youtu.be/404LmV-ZL68

___________

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events

More Accounting Influencers content here:

https://www.youtube.com/@accountinginfluencers for all of our podcast episodes

https://www.linkedin.com/company/accountinginfluencers for our events and posts

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.

TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global...

Is Your Firms’ Technology Driving Away Candidates?24 Jul 202400:26:18

Is your firm's technology driving away top talent? Are you leveraging modern tech to attract the best accountants?

Rob Brown sits down with Jeff Phillips to discuss the crucial role technology plays in recruiting and retaining accounting talent. They explore how a firm's tech stack can be a major factor in attracting or repelling potential hires, especially among younger generations who have grown up with advanced technology.

Jeff emphasizes that modern firms using up-to-date technology are more likely to attract the best talent. They discuss the importance of cloud-based solutions, remote work capabilities, and the integration of AI in accounting practices. The conversation also touches on the need for firms to embrace change and stay current with technological advancements to remain competitive in the talent market.

Key Takeaways:

✓ Technology is a major factor in attracting accounting talent

✓ Remote work capabilities are crucial for accessing a wider talent pool

✓ A firm's technology stack includes both accounting-specific and work-specific tools

✓ Cloud-based solutions are essential for modern accounting practices

✓ Embracing AI and new technologies signals a forward-thinking firm culture

Quotes:

"Modern firms attract talent, and to be a modern firm, you've got to embrace modern technology." - Jeff Phillips

You can watch this specific episode on our YouTube Channel here: https://youtu.be/RPGR_LBKDgA

___________

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events

More Accounting Influencers content here:

https://www.youtube.com/@accountinginfluencers for all of our podcast episodes

https://www.linkedin.com/company/accountinginfluencers for our events and posts

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.

TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable...

Freelance Staffing: Recruitment 2.0 for Accounting Firms17 Jul 202400:24:56

Is your accounting firm struggling to find talent? Could freelancers be the solution you've been overlooking?

Rob Brown interviews Jeff Phillips, CEO of AccountingFly, about the critical role freelancers play in winning the war for talent in the accounting world. Jeff reveals that a staggering 30% of the labor force now identifies as freelance, and this trend is rapidly reshaping the landscape of knowledge work, including accounting.

Jeff introduces the concept of the "talent stack," a new approach to building modern accounting firms. This strategy involves compressing the traditional organizational pyramid and supplementing core full-time staff with offshore talent and freelancers. 

Jeff also discusses three types of freelance arrangements: interim, fractional, and project-based, each serving different needs within accounting firms. Throughout the conversation, Jeff addresses common concerns about hiring freelancers, such as maintaining brand consistency and data security, while offering practical solutions to mitigate these risks.

Key Takeaways:

✓ 30% of the labor force identifies as freelance

✓ The "talent stack" concept for modern accounting firms

✓ Three types of freelance arrangements: interim, fractional, and project-based

✓ Mitigating risks when hiring freelancers through clear expectations and SOPs

✓ Freelancers as business owners seeking to build their brand and deliver excellent work 

Quotes:

"You can't win the race for talent without hiring freelancers." - Jeff Phillips

"Your new talent stack is a combination of central full-time people who might be in the office or might be remote, supported by project-based freelance interim staff." - Jeff Phillips

SHOW DETAILS HERE

You can watch this specific episode on our YouTube Channel here: https://youtu.be/8q_TRj7-k6Q

___________

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events

More Accounting Influencers content here:

https://www.youtube.com/@accountinginfluencers for all of our podcast episodes

https://www.linkedin.com/company/accountinginfluencers for our events and posts

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of...

Office Mandates vs. Remote Work: What's Next in Accounting?10 Jul 202400:14:38

Is the traditional office becoming obsolete for accounting firms? Are we witnessing the death of remote work, or is the push to return to the office shortsighted?

Rob Brown digs deep into the contentious issue of returning to the office in the accounting industry. He explores the rationale behind companies pushing for a return to in-person work, examining the belief that physical presence enhances collaboration, creativity, and company culture. Rob challenges these notions, highlighting the importance of flexibility and employee preferences in today's evolving workplace.

This episode offers valuable insights for both accounting firm leaders and professionals facing pressure to return to the office. Rob provides practical advice on how to navigate this transition, emphasizing the need for open dialogue, compromise, and a focus on outcomes rather than physical presence. He also discusses the importance of investing in remote work technology and support, as well as the need for accounting professionals to communicate their value and propose solutions that benefit both themselves and their firms.

Key Takeaways:

  • Companies are pushing for a return to the office, citing benefits like improved collaboration and culture
  • Open dialogue with employees is crucial before implementing return-to-office mandates 
  • Flexibility is key - consider hybrid models and staggered schedules 
  • Focus on outcomes and results rather than physical presence 
  • Accounting professionals should communicate their value and propose solutions when facing pressure to return 

Quotes:

"Without your physical or mental health, nothing else in life has much flavor."

"Invest in your skills, keep them updated... regardless of where you work, your skills keep you relevant."

You can watch this specific episode on our YouTube Channel here: https://youtu.be/RJ1hWo3lKJ4

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This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events

More Accounting Influencers content here:

https://www.youtube.com/@accountinginfluencers for all of our podcast episodes

https://www.linkedin.com/company/accountinginfluencers for our events and posts

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability...

Remote Hiring: The Future of Accounting Firm Talent03 Jul 202400:22:00

Are you struggling to find top accounting talent? Could remote hiring be the solution you've been overlooking?

Rob Brown sits down with Jeff Phillips, to discuss how hiring remote accountants could be the key to solving recruitment challenges in the accounting industry. Jeff, co-founder of AccountingFly, shares his expertise on tapping into a vast pool of domestic remote talent, highlighting the benefits and addressing common concerns associated with remote hiring.

The conversation goes into the shifting landscape of talent acquisition in accounting, introducing the concept of the "new talent stack" - an innovative approach to building a diverse and skilled workforce. 

Jeff provides compelling insights into why top performers are increasingly choosing remote work options and how firms can adapt to this new reality. He also offers practical advice on implementing remote hiring strategies, from onboarding to maintaining company culture in a virtual environment.

Key Takeaways:

  • Domestic remote hiring expands the talent pool from local to national 
  • Remote positions can be filled in about 40 days compared to year-long vacancies 
  • By 2030, there will be 50 million more knowledge jobs than workers to fill them globally 
  • Training and maintaining company culture is possible with remote workers through technology and hybrid models
  • Data-driven project management tools can effectively measure remote worker productivity

Quotes:

"The race for talent is over and the talent won. Let's accept that reality and use it to our advantage."

"This is a mindset flip from 'I must see you to trust you' to 'I want to see data to trust you.'"

You can watch this specific episode on our YouTube Channel here: https://youtu.be/5oF2uE3A7ZQ

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This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events

More Accounting Influencers content here:

https://www.youtube.com/@accountinginfluencers for all of our podcast episodes

https://www.linkedin.com/company/accountinginfluencers for our events and posts

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job...

10 Lessons Learned from the Accounting Talent Podcast30 Dec 202400:19:57

In this final episode of the Accounting Talent podcast, Rob Brown reflects on the journey of the show, discussing the challenges and opportunities in recruitment, retention, and talent development within the accounting profession. He shares ten powerful takeaways that firms can implement to remain competitive and attract talent, emphasizing the importance of hybrid work, employer branding, onboarding, wellbeing, leadership development, upskilling, inclusion, succession planning, agile recruitment, and creating a talent stack. As the podcast concludes, Rob looks ahead to the future of talent in accounting and his ongoing mission to help firms differentiate themselves as employers of choice.

Key Takeaways

  • Master hybrid work to thrive in the new era.
  • Build a strong employer brand to attract talent.
  • Onboarding with excellence is crucial for retention.
  • Prioritize wellbeing for a productive workforce.
  • Develop leadership at all levels for better retention.
  • Upskill your people to stay competitive.
  • Inclusion is essential for a diverse workplace.
  • Plan for succession to ensure continuity.
  • Stay agile in recruitment to meet demands.
  • Create a talent stack for holistic growth.

You can watch this specific episode on our YouTube Channel here: https://youtu.be/Bb5Y9sgYxd4

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:

https://www.linkedin.com/company/talent-in-accounting

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.

TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com

How Trust Is Built in Today's Best Accounting Firms26 Jun 202400:23:42

Is trust the missing element in your organization? How can you close the trust gap between leaders and employees?

In this compelling episode of the Accounting Talent Podcast, host Rob Brown sits down with Cory Sheer, the author of "Closing the Trust Gap," to explore the critical issue of trust within accounting firms. With a deep dive into the multiple trust gaps identified by Cory's research, this conversation uncovers the staggering reality that leaders often overestimate their trustworthiness compared to frontline employees.

From dissecting the organizational trust gap to understanding the epidemic of distrust affecting productivity, retention, and profitability, Cory and Rob shed light on why trust is the ultimate currency in today's business landscape. They discuss the impact of collective trauma, technological evolution, and economic conditions on trust, and why trustworthy policies and practices are as crucial as trustworthy people.

Tune in to discover practical strategies for fostering trust, enhancing organizational policies, and aligning them with the evolving needs of employees and clients. Whether you're struggling with talent attraction, retention, or simply aiming to build a more cohesive and loyal team, this episode is packed with insights to help your firm thrive in a trust-deficient world.

Key Takeaways:

- There is on average a 31% gap in trust between leaders and frontline employees across industries

- 51% of employees do not have a high level of trust for their leaders

- Trust must be built through both people and policies/practices in an organization

- The three building blocks of trust are competency, problem-solving, and care for others

- Regular evaluation and iteration of policies is crucial for maintaining trust


Quotes:

"Trust is a vital currency that we need to grow in our companies."

"Trust is something that Stephen Baradel calls an actionable asset. It is an actionable asset that you can take action on in order to strengthen and improve."

You can watch this specific episode on our YouTube Channel here:

https://youtu.be/Vj0wWi9bAqw

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This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events

More Accounting Influencers content here:

https://www.youtube.com/@accountinginfluencers for all of our podcast episodes

https://www.linkedin.com/company/accountinginfluencers for our events and posts

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of...

Accounting Firms - Are You Overworking Your Staff?19 Jun 202400:13:17

Are you and your employees caught in the overtime epidemic? Is overwork silently killing productivity and driving away top talent?

Rob Brown delves into the alarming issue of overwork and excessive overtime that is plaguing workplaces across the UK and the US. Drawing from compelling research, he reveals the severe toll it's taking on businesses and employees alike.

Excessive workloads, unrealistic expectations from managers, and an ingrained culture of overwork are undermining employee motivation, productivity, retention, and overall business performance. The statistics are staggering: one in five employees wants to quit within six months to escape overwork, and half put in up to four days of unpaid overtime each month – amounting to millions of uncompensated work days. This vicious cycle is burning people out, harming well-being, and driving away top talent.

Key Takeaways:

  • "An embedded culture of overwork and overtime is taking a severe toll on business and workers across the UK workforce."
  • Half of employees put in between a day and four days per month of unpaid overtime, equating to 19 million days of uncompensated work.
  • One in five employees want to leave their current job in the next six months to escape overwork.
  • 33% of employees are more likely to work additional unpaid hours if working remotely/hybrid.
  • 28% report being unable to get their job done in the working day and having to work additional hours.

Quotes:

  • "Unpaid work and missed holidays are not a sign of dedication. They are symptoms of a system which has to work better."

  • "It's only by creating a culture that respects employee time, prioritizes workload management, encourages healthy work-life balance, that businesses can reap the benefits of a happier, more productive workforce."

You can watch this specific episode on our YouTube Channel here: https://youtu.be/w7PlFJZLiJE

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This is the the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events

More Accounting Influencers content here:

https://www.youtube.com/@accountinginfluencers for all of our podcast episodes

https://www.linkedin.com/company/accountinginfluencers for our events and posts

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and...

#1 Top Strategy to Halt High Accounting Firm Turnover12 Jun 202400:25:34

Are your top talents leaving in droves? Is 'staff turnover' burning down your accounting firm? 

Rob Brown and Jeff Phillips delve into the burning issue of high turnover rates plaguing accounting firms worldwide. They dissect the root causes fueling this exodus and provide practical solutions to stem the tide.

Jeff Phillips, CEO of Padgett Tax & Accounting Franchise and founder of AccountingFly, candidly acknowledges the gravity of the situation, likening turnover to a wildfire that spreads rapidly, leaving firms overworked and in a "spiral of death." The discussion highlights the talent crisis faced by the accounting profession, where the demand for services outpaces the supply of qualified professionals.

The crux of the episode revolves around a powerful yet simple solution: implementing employee surveys to gauge job satisfaction, engagement, and work-life balance. Jeff shares a proven framework used by firms like Adam Slack's remote accounting practice, which significantly reduced turnover by actively listening to employees.

Key Takeaways:

  • Turnover is the percentage of professional staff that voluntarily leaves, not those who are fired.
  • The top four reasons why people leave jobs within six months: unclear job responsibilities, lack of necessary resources, lack of team engagement, and poor work-life balance.
  • Implement weekly or monthly anonymous surveys to identify and address issues before they escalate.
  • Don't survey employees if you're unwilling to take action on the feedback.
  • Address low scores immediately by calling the employee to understand and resolve the underlying issues.

Quotes:

"Turnover is a wildfire that spreads rapidly, leaving firms overworked and in a spiral of death." - Jeff Phillips

"Stop paying marketing companies $100,000 to develop a complex survey you roll out once a year. Ask frequently. Get in the weeds. Be willing to deal with troublesome feedback." - Jeff Phillips

You can watch this specific episode on our YouTube Channel here: https://youtu.be/iRYy9v1RSRISHOW DETAILS HERE

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This is the the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events

More Accounting Influencers content here:

https://www.youtube.com/@accountinginfluencers for all of our podcast episodes

https://www.linkedin.com/company/accountinginfluencers for our events and posts

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities...

How to Build Trust into an Accounting Firm's Culture05 Jun 202400:24:04

Trust: A Diminishing Commodity? Is It Still Relevant in Today's World? 

Cory Sheer, Author of “Closing the Trust Gap”, shares his insights on the alarming decline of trust across all aspects of society, from personal relationships to corporate entities and government institutions. He argues that the collective trauma of the COVID-19 pandemic, coupled with the disruptive forces of emerging technologies and economic challenges, has created a fertile ground for distrust to thrive.

Cory emphasizes the crucial role of trust as the bedrock of successful organizations and relationships. He provides a comprehensive framework for understanding trust, highlighting its three key components: competency, problem-solving, and care for others. By addressing these elements, leaders and individuals can cultivate an environment of trust and foster a culture of accountability, focus, and shared commitments.

Key Takeaways:

  • Trust is the firm belief in the truth of something, and when different versions of truth coexist, trust erodes.
  • The three building blocks of trust are competency, problem-solving (identifying the right problems), and care for others (empathy, active listening).
  • Active listening, demonstrating genuine care for others, is the most effective way to build trust, without any financial cost.
  • Setting shared commitments and ground rules is crucial for creating a safe space for open and authentic conversations.
  • In a hybrid work environment, clarity, focus, and effective communication are even more critical for maintaining trust.

Quotes:

"If you have somebody in the organization, especially if they're the leader of the organization, where they're highly competent, they're a fierce problem solver, but they don't have at all any care for others, what people feel is a lack of trust."

"Trust is, by nature, it is relational. It is something that we have to have human-to-human contact in order for trust to be cultivated and strengthened."

You can watch this specific episode on our YouTube Channel here: https://youtu.be/JgpsQlZ8W3o

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This is the the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events

More Accounting Influencers content here:

https://www.youtube.com/@accountinginfluencers for all of our podcast episodes

https://www.linkedin.com/company/accountinginfluencers for our events and posts

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and...

Global Talent Trends - Why Are Accountants Unhappy?29 May 202400:17:04

The Accounting World is Bracing for a Talent Exodus - Are You Prepared?

A groundbreaking global study reveals a profession in turmoil, with widespread dissatisfaction threatening to drain the talent pool. In this hard-hitting solo episode, host Rob Brown unpacks the uncomfortable truths unearthed by the ACCA's (Association of Chartered Certified Accountants)  on global talent trends in the accounting profession. The study, based on data from nearly 10,000 accounting and finance professionals across 157 countries, reveals that many accountants are dissatisfied and unsettled in their roles. 

Rob delves into the reasons behind this dissatisfaction, including concerns over pay levels, work-life balance, and the impact of technology and AI on jobs.

The episode also highlights the growing desire for remote and hybrid work arrangements, with only 9% of employees at Big Four firms preferring to work in the office full-time. 

Rob emphasizes the importance of adapting to these changing workforce preferences to attract and retain top talent.

Key Takeaways:

  • Only 57% of respondents work full-time in the office, while 8% are fully remote. (00:02:00)
  • 75% of respondents said they go to the office because their employer requires it. (00:03:50)
  • 34% of respondents at small firms and 38% at Big Four/mid-tier firms are unhappy with pay levels. (00:07:10)
  • Inflation impacting salaries is the biggest work-related fear for 40-44% of respondents across firm sizes. (00:10:00)
  • 46% of Big Four employees fear for their mental health. (00:10:20)

Quotes:

"Compensation is a big thing. Remote working is a big thing. The talent pipeline, people are leeching out of accounting once they're in it, and people are not coming into it in the first place." (00:16:20)

"It should be the governing bodies, but even the accounting leaders, the influencers all have a responsibility, we might say, to shape the profession and be an ambassador for the profession." (00:15:50)

You can watch this episode and more on our YouTube Channel: https://youtu.be/5rB_ATw-vOU

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

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