Afleveringen

  • Rob Brown and Jeremy Clopton discuss work-life balance and productivity in the accounting profession.

    Jeremy, a thought leader in the industry, shares his candid views on why traditional work-life balance is a flawed concept and offers a fresh perspective on prioritizing life over work. He emphasizes the importance of defining personal success, setting boundaries, and identifying the right work to focus on rather than falling into the hustle culture trap of merely doing more.

    Jeremy's wisdom challenges the notion that more hours equate to greater productivity and encourages professionals to shift their mindset towards quality over quantity. He provides practical tips for leaders and individuals alike to recalibrate their priorities, acknowledge their contributions to the current situation, and make meaningful changes to improve their work-life harmony.

    Key Takeaways:

    Traditional "work-life balance" is a broken concept; it should be viewed as an action verb, "balancing life and work," not a destination.Prioritize life over work; we are replaceable in our vocations but irreplaceable in our individual lives.Define personal success and near-non-negotiables rather than letting others dictate your priorities.Strive for excellence, not perfection, as perfection is unattainable in professional services.Leverage technology to increase efficiency, not just speed, and redefine success beyond merely doing more.

    "If you model a life that nobody else wants, then you can't figure out why people don't want to be a partner." Jeremy Clopton

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    The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

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    Thanks to our sponsors:

    ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

    ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

    DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

    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.

  • Global leaders and influencers map accounting's bold future! Success strategies for accountants in the global marketplace from leading voices.

    In this panel discussion, host Rob Brown brings together five knowledgeable guests from the accounting industry to discuss the current state of the profession, the challenges and threats it faces, and make bold predictions about the future of accounting. The panelists include Jeff Gramlich (Managing Director, Validus), Pat Morrell (Co-Founder, iWin), Hitender Patil (Director, Datamatics Business Solutions), Doug Lewis (Director, The Visionary Group), and the host Rob Brown.

    The conversation covers various topics, such as the impact of technology, artificial intelligence (AI), outsourcing, private equity investments, talent acquisition, and the evolving role of accountants. The panelists share their insights and expertise, offering diverse perspectives on the industry's transformation and the changes firms must embrace to remain competitive and future-ready.

    Key Takeaways:

    Accounting firms are currently in good financial shape, with many experiencing strong growth and profitability.However, firms face significant challenges in adapting to rapid technological changes, attracting and retaining talent, and transitioning from traditional compliance work to advisory services.AI and automation are poised to revolutionize the industry, enabling firms to increase productivity, reduce burnout, and focus on higher-value services.Private equity investments and consolidation among top firms are expected to accelerate, bringing in professional management teams and driving diversification of service offerings.Successful firms will prioritize client satisfaction, embrace change, leverage global teams and outsourcing, and adopt a mindset of continuous improvement and innovation.

    "Accountants are so very needed, but they just can't reach all the masses that they need to reach, right? So I think it's a great flux to be in." - Hitender Patil

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    The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

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    Thanks to our sponsors:

    ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

    ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

    DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your...

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  • This engaging roundtable discussion explores the future of the accounting profession from multiple perspectives. Host Rob Brown is joined by Gary Shamis, Lexy Kessler, Roger Knecht and Calvin Harris to debate whether accountants need to change, examine threats and challenges facing the field, discuss making accounting an attractive career choice, and share bold predictions.

    The panel acknowledges accounting is in flux, with technology, staffing shortages, and an increasingly transactional approach reshaping the profession. However, they see tremendous opportunity amid this disruption for those willing to adapt. Private equity investment, offshoring, and new firm models are expected, as well as a continued push to redefine accounting's relevance and enhance the pipeline of emerging talent.

    Key Takeaways:

    The accounting profession is becoming more transactional and less relationship-oriented due to staffing constraints.Poor starting salaries compared to the significant educational investment required is a major threat hindering recruitment.There is a lack of consensus on what modern accounting roles entail, hurting the profession's branding and ability to attract newcomers.Technology skills will be essential for future accountants, but so will an ability to tell compelling stories about accounting's impact.Firms must evolve through potential private equity investment, offshoring, and new operational models to meet changing client and staff expectations.

    "The sky isn't falling, it's just we're having to act and move."

    - Roger Knecht

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    The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

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    Thanks to our sponsors:

    ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

    ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

    DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

    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.

  • Discover how Bob Lewis shapes CPA firm futures with M&A, advisory services and growth tactics. Essential listening for accountants and CPAs

    In this episode, host Rob Brown interviews Bob Lewis, CEO of The Vision Group, about major disruptions happening in the accounting industry.

    They discuss the key inflection points causing disruption such as aging partners, workforce shortages, emerging technologies, and private equity investments. Bob explains the importance of recognizing these disruptions and taking proactive steps to get "disruption ready".

    He shares insights on managing people, improving firm profitability, preparing for leadership transitions, and rethinking service offerings to meet evolving client needs.

    Key Takeaways:

    Aging partners, workforce shortages, and emerging technologies are disrupting accounting firms, requiring changes in strategy.Firms must invest in technology, people, and new service offerings to stay competitive. Lack of investment reduces profitability.Metrics like revenue per professional and realization rates indicate a firm's pricing, profitability, client mix and other performance factors.Future-focused firms are expanding into advisory services beyond compliance work to add value.Staff want vision, training, and empowerment - not just remote work options - to stay engaged.Private equity investments are changing ownership models and bringing new leadership approaches to firms.

    Quotable Quotes:

    "The disruption is occurring all around them and they can't control it."

    "CPA firms, accounting firms, they're becoming consultant agencies."

  • Jim Bourke is a thought leader in the accounting profession. Jim and host, Rob Brown, extensively discuss the impact of private equity investments and rapidly evolving technology on the accounting landscape.

    Bourke emphasizes the substantial changes brought about by private equity, altering traditional norms of firm acquisitions and augmenting profitability. He also underscores how technology, particularly artificial intelligence and machine learning, is reshaping the profession.

    He talks about the demographic shift witnessed in the field with younger, tech-savvy professionals driving change. Additionally, the conversation touches upon the challenges and opportunities faced by firms contemplating mergers and acquisitions.

    Bourke offers valuable advice for both junior and senior professionals in the accounting industry to stay relevant and thrive in the face of these sweeping transformations.

    Key Takeaways

    ➯Private equity has permanently changed the accounting profession, affecting acquisitions, firm structure, and revenue models.

    ➯Technology, such as generative AI, is transforming the way accountants work and offering opportunities for increased efficiency and specialization.

    ➯Young professionals should view mergers and acquisitions as opportunities for growth and differentiation within the evolving accounting landscape.

    ➯Successful deals require a period of engagement and cultural alignment, as deals that neglect these factors are more likely to fail.

    ➯To stay relevant, accountants must embrace change, invest in technology, and adapt to the evolving needs and expectations of clients.

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    The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

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    Thanks to our sponsors:

    ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

    ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

    DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

    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.

  • Rob Brown interviews Katie Thomas, a podcasting expert, about the benefits of podcasting for accountants and finance professionals. Katie makes a compelling case for why podcasting is worth the investment of time and resources, even in a crowded space with over 5 million active podcasts.

    Katie explains how podcasting helps build relationships and trust with both existing and prospective clients. It establishes you as an expert in your niche and gives you a platform to share valuable insights. Podcasting also generates content that can be repurposed across social media, your website, and other marketing channels.

    Katie also offers practical tips for getting started, like batch recording episodes in advance for busy seasons and working with a professional agency so you only have to focus on the recording.

    Key Takeaways:

    ➯ Podcasting builds trust and relationships with your audience.

    ➯ It establishes you as an expert in your niche.

    ➯ A podcast spearheads content that can be repurposed across channels.

    ➯ You don't need millions of listeners to benefit.

    ➯ Consider hiring an agency to handle production so you simply have to record.

    "Podcasting is a way that you can build peri-social relationships. So you don’t have to go out 1 by 1 to all these people listening to your podcast or consuming your content that. your content that’s a byproduct of that podcast, but rather those people, they feel like they know you, they like you, they trust you, but you’re doing it on a mass scale."

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    The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

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    Thanks to our sponsors:

    ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

    ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

    DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

    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.

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

    You can also...

  • Rob Brown interviews Geni Whitehouse, an accountant turned speaker, author, and trainer who helps CPAs make the transition from compliance work to becoming trusted advisors for their clients.

    They discuss why technology hasn't replaced accountants, the importance of communication skills for advisors, asking insightful questions, and overcoming the resistance many accountants have to expanding their services.

    Geni emphasizes that the future of the accounting profession depends on building deeper relationships with clients by uncovering their goals and turning financial data into meaningful insights.

    Key Takeaways:

    Technology like AI will augment the work of accountants, not replace them. Accountants will be freed up to focus on more strategic insights.Communication skills, especially listening, are critical for advisors. Asking thoughtful questions is key to understanding client needs.Advisors don't impose solutions. They collaborate with clients to develop custom strategies based on their goals.Accountants have invaluable financial knowledge but need to learn to convey it visually for clients.Firms need to help accountants find time for learning and collaboration to expand their advisory skills.

    "Technology, is going to be the final liberating force in our lives that allows us to do the stuff that we really want to do."

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    The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering: https://accountinginfluencers.com/events. Great to build your personal brand and make valuable industry connections in return for a small donation to charity.

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    Thanks to our sponsors:

    ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

    ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

    DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

    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.

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

    You can also check out all shows on the Accounting Influencers YouTube Channel

  • In this insightful conversation, Nicolas Boucher shares his perspective on how artificial intelligence (AI) and tools like ChatGPT are transforming the accounting and finance functions.

    He emphasizes that AI will not make these roles obsolete but rather enable professionals to focus on more strategic and value-adding activities. Boucher highlights the importance of embracing technology, learning coding (e.g., Python), and developing communication skills to effectively translate financial insights to non-finance stakeholders.

    Key Takeaways:

    AI and ChatGPT can significantly increase productivity and automation, allowing finance professionals to spend more time on analysis and strategic decision-making.Learning coding languages like Python and leveraging ChatGPT's capabilities can automate mundane tasks and enable more effective data analysis.Communication skills are crucial for finance professionals to effectively translate financial data and insights to non-finance stakeholders and decision-makers.Embracing AI and continuous learning are essential for finance professionals to remain relevant and add value in a rapidly changing business landscape.The future of finance lies in strategic advisory roles, providing insights and guidance to business partners, rather than solely focusing on compliance and reporting.

    "The world is going to belong to people that are the best at communicating ideas, not going to belong to the people that have the best ideas." - Nicolas Boucher

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    The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

    ◣━━━━━━━━━━━━━━━━━━━━◒

    Thanks to our sponsors:

    ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

    ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

    DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

    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.

  • Marketing expert Jo Edwards brings 35 years of experience to the topic of personal branding for accountants and CPAs in creating industry rockstars in accounting.

    Jo shares why building a strong personal brand is critical for standing out and attracting high-quality clients in a competitive marketplace.

    Rob and Jo discuss how to build an authentic brand aligned with your interests, the power of microniche expertise, and how to measure your brand's progress.

    Jo emphasizes being intentional about developing your brand and using tools like content creation and public speaking to raise your profile. She offers advice for overcoming introversion and making time for branding activities.

    Jo argues that amplifying your personal brand is essential for commanding premium fees, generating referrals, fast-tracking your career, and achieving influence in your firm.

    Key Takeaways:

    The "three R's" of personal branding are recognition, reputation, and respect. A strong brand helps you get "paid" through attention, high fees, and referrals.Authenticity is crucial - crafting a brand that's not true to you is hard to maintain long-term. Align your brand with your genuine interests.Consider micro-niche expertise, becoming known as the go-to expert in a very specialized area aligned with your interests.Measure progress by conversions - when target audiences seek you out, invite you to speak, and refer new business to you.Use tools like content creation, public speaking, and networking, but play to your strengths and act within your comfort zone. Seek help from mentors.

    "Any accountancy firm that isn't winning more than 80 percent of their new work from referrals is doing something wrong."

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    The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering: https://accountinginfluencers.com/events. Great to build your personal brand and make valuable industry connections in return for a small donation to charity.

    ◣━━━━━━━━━━━━━━━━━━━━◒

    Thanks to our sponsors:

    ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

    ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

    DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

    If you'd like to sponsor the show and elevate your brand with...

  • Steve Cox, Director of Business Intelligence @ IRIS Software Group, shares what works for accountants and CPAs during and post busy tax seasons.

    Rob and Steve discuss the international prevalence of busy seasons, and the impact it has on accountants in terms of long hours, stress and mental health.

    Steve provides advice for accountants on how to get through busy season and how to reflect afterwards on what went well and what could improve. He emphasizes the importance of long-term planning and strategy, reviewing your client list, and looking at processes and workflows.

    Steve also discusses the role of software vendors in supporting accountants during busy season. He predicts that busy season will continue but technology and benchmarking can help smooth out the cycles.

    Key Takeaways:

    Busy season is an international phenomenon, with accountants worldwide facing intense workloads leading up to tax deadlines.Busy season takes a toll on accountants through sleep deprivation, stress, and negative impacts on health and family life.After busy season, accountants should reflect on what went well, what could improve, and what's in their control to change.Long-term planning and strategy is critical rather than just focusing on the short-term. Review your client list and staff wellbeing.Software vendors play a key role in supporting accountants during busy season as an agony aunt and shoulder to cry on.Technology like AI may make compliance tasks easier but won't eliminate busy seasons. Knowledge sharing will help.

    "Frazzled is a really good word to describe them because there isn’t much else you can say. It is all those long hours take their toll."

    "Is life going to get easier for an accountant? No. Everyone seems to be thinking that AI is either going to come and replace their jobs or make their lives easier."

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    The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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    You can watch this episode and more on our YouTube Channel

    https://www.youtube.com/@accountinginfluencers

    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

    For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

    Thanks to our sponsors:

    ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

    ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+

  • Welcome to the Accounting Influencers Podcast, dropping every Monday to 40,000 accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

    For today's show "Ken Schmitt, Founder of TurningPoint Executive Search and 'The Practical Optimist' author, discusses practical optimism tools for accountants in tough times."

    In this inspiring episode, host Rob Brown interviews author and executive recruiter Ken Schmitt about cultivating practical optimism. They discuss how leaders can create engaged, empowered teams by trusting employees and giving them autonomy. 

    Schmitt emphasizes taking "baby steps" to make changes sustainable, whether it's becoming more optimistic personally or reaching big goals professionally. He suggests limiting doomscrolling on social media and following more uplifting accounts instead. 

    Schmitt also stresses the importance of transparency and open communication when mistakes inevitably happen, noting that optimism enables resilience and perseverance. With tips for improving mental health, nurturing relationships, and achieving work-life balance, this episode provides an optimistic roadmap to start the new year off right.  

    Overall, Schmitt makes the case that optimism is an attainable mindset, not pie-in-the-sky wishful thinking. 

    Key Takeaways:

    - Optimism is a mindset and a frame of reference. It's about believing you can make a positive difference, even amidst uncertainty.

    - Leaders who empower and trust their teams create more engagement and satisfaction. Micromanaging squashes innovation.

    - Transparency about company culture and clear communication of expectations helps attract and retain the right talent.

    - Limit doomscrolling on social media. Follow accounts that bring you joy and inspiration instead.

    - Mental health challenges are surmountable. Seeking help is a sign of strength and agency, not weakness. 

    "If you're too optimistic, you may take big risks that don't pay off. If you're too practical, you won't take many risks at all."

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    The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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    You can watch this episode and more on our YouTube Channel

    https://www.youtube.com/@accountinginfluencers

    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

    For videos of all podcast interviews and bonus video content:

  • "CEO Richard Kopelman unveils Aprio's massive expansion, secret projects and shares invaluable CPA advice for global accounting success."

    Richard Kopelman, CEO and Managing Partner of accounting firm Aprio, shares his personal philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision to have truly global accounting firms.

    Kopelman shares how staying positive and persistent has been key to leading Aprio's tremendous growth from $70 million to $450 million in revenue. 

    He emphasizes the importance of having a well-defined strategic plan and sticking to it, even though growth is never a straight line. 

    Kopelman also provides insight into transitioning accounting firms beyond traditional partnership structures into more corporate models in order to scale. His vision is to have truly global accounting firms without restrictions. 

    Throughout the discussion, Kopelman's passion for the profession and commitment to seizing opportunities comes through clearly.

    "My personal philosophy is to stay positive and never give up. I'm not very good at taking no for an answer."

    Key Takeaways:

    Staying positive and never giving up has been Kopelman's key to success in leading Aprio from $70M to $450M in revenue.Having a well-defined strategic plan is crucial - you need a North Star even though growth is never a straight line.Firms need to move beyond traditional partnership structures and embrace more corporate approaches to scale.Hiring great people and getting out of their way is his leadership philosophy.

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    You can watch this episode and more on our YouTube Channel

    https://www.youtube.com/@accountinginfluencers

    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

    For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

    Thanks to our sponsors:

    ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

    ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

    DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

    If you'd like to sponsor the show and elevate your brand with our audience, reach...

  • "Explore the success journey of Aprio, a Top 30 US Accounting Firm, with CEO Richard Kopelman. Gain insights from overseeing 25+ strategic mergers & acquisitions."

    Richard Kopelman, CEO and Managing Partner of Aprio, discusses the exciting transformation and rebranding of HA&W into a global business advisory and accounting firm.

    He explores the high demand for accounting services due to changes in business, regulatory requirements, and technology. A key challenge for accounting firms, according to Kopelman, often lies in mindset, with many professionals needing to shift from a risk-averse outlook to a more positive, entrepreneurial one.

    He highlights the importance of an inclusive, growing, and nurturing work culture and leveraging technology for business operations, emphasizing the crucial role of data. He shares the hiring strategies of Aprio and discusses the future of the accounting sector, expressing a keen interest in the endless opportunities that constant change brings.

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    The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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    You can watch this episode and more on our YouTube Channel

    https://www.youtube.com/@accountinginfluencers

    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

    For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

    Thanks to our sponsors:

    ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

    ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

    DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

    If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on...

  • Jennifer Warawa is a trailblazer in the accounting world. She's the North American president of a leading firm, a self-made entrepreneur, and even a foster parent. However, her standout achievement isn't just financialβ€”it's a remarkable employee net promoter score (NPS) above 60. Her workplace thrives on purpose, passion, and even a few laughs, like the notorious beanbag chair mishap. Learn how to build a company culture where employees are genuinely happy and engaged.

    Dive into the world of digital transformation in accounting firms. Jennifer reflects on a stagnant decade-long conversation. While some firms embrace tech, others lag, widening the gap. Discover why change is crucial for future success and explore the clash between fast-paced tech and the traditional accounting profession. Accountants must offer more value by focusing on higher-level tasks. Discover which firms will thrive and how to attract and retain talent.

    Why resist change? Comfort with the status quo or thinking clients are content might be reasons. However, clients may not fully grasp an accountant's value until they experience it elsewhere.

    Learn how automation can boost efficiency and allow accountants to focus on high-value tasks.

    Jennifer Warawa is a seasoned professional with over two decades of experience in the accounting field. She successfully operated her firm in Canada for half of her impressive career. In the other half, she took on various high-profile global executive leadership roles at Sage.

    Jennifer currently holds the esteemed position of President at QuickFee North America, headquartered in Dallas, Texas. QuickFee specialises in cutting-edge financing, online payment, and e-invoicing solutions, primarily catering to professional service firms, particularly in the accounting and legal sectors.

    Jennifer's outstanding accomplishments have garnered her a multitude of prestigious honours. She was consistently among the Top 25 Most Powerful Women in Accounting according to the CPA Practice Advisor and the AICPA for an impressive seven-year period from 2013 to 2019. Accounting Today also celebrated her as one of the Top 100 Most Influential People for an impressive nine consecutive years from 2010 to 2018. Furthermore, she stood out as a remarkable talent by being honoured as a member of the "Top 40 Under 40" by CPA Practice Advisor for an impressive six years straight, from 2010 to 2015.

    Beyond her illustrious career, Jennifer is renowned as a thought leader. As a keynote speaker, she has graced numerous industry events and business conferences, consistently earning top ratings for her insightful contributions.

    On a personal note, Jennifer and her husband, Shane, have been a devoted foster parent since 2014. Their home has been a haven for 11 children, ranging in age from 6 to 18, exemplifying their deep commitment to making a positive impact in the lives of others.

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    The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. ◣━━━━━━━━━━━━━━━━━━━━◒

    You can watch this episode and more on our YouTube Channel

    https://www.youtube.com/@accountinginfluencers

    Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting,...

  • The Art of Saying No & Other Productivity Strategies with Mark Fritz

    Mark Fritz focuses on the vital topic of saying no and setting boundaries. Mark highlights the significance of being assertive and maintaining focus to say no to various demands and requests effectively. He emphasises the value of listening and understanding the perspective of others when communicating a refusal. Mark also discusses the challenges busy professionals face, particularly accountants, who often feel overwhelmed by the multitude of tasks and responsibilities they have to handle.

    He shares his observations on the current era of information overload and the need for individuals to prioritise and do less to achieve more. Mark suggests learning from other sectors can provide valuable insights and strategies for managing workload and avoiding burnout. The episode further delves into the psychological factors behind saying no, such as fear of disappointing others, fear of missing out (FOMO), and the pressure to fit in or be seen as a team player.

    Mark offers practical advice on overcoming these fears and setting personal boundaries. He advocates for open communication and understanding between colleagues and leaders and the importance of aligning personal and professional priorities. In addition, the episode explores the role of scripts or prepared responses in navigating difficult conversations and saying no clearly and concisely. Mark highlights the importance of staying true to one's boundaries and goals and avoiding over-commitment. Throughout the interview, Mark provides examples, personal anecdotes, and practical tips on developing the confidence and assertiveness needed to say no effectively.

    Mark Fritz is an accomplished leader who focuses on driving change across diverse cultures and distances. With a rich international career spanning numerous countries, including Egypt, Netherlands, Italy, and Japan, Mark has successfully spearheaded enterprise-level change initiatives. His expertise lies in leading transformation and reengineering efforts, effectively managing virtual teams, and fostering the growth of diverse, resilient groups.

    Mark has left an indelible mark on executives and organisations worldwide as a renowned leadership specialist. He has been instrumental in helping them reshape their leadership approaches, resulting in improved outcomes and lasting impact. Mark's influence extends to prestigious business schools like IE Business School and HEC, where he imparts his wisdom through enlightening courses on leadership and influence.

    Within organisations, Mark crafts tailored leadership programs that fortify leaders and equip them with the tools necessary for growth and triumph. His journey has taken him around the globe, where he's lived in various countries and worked in over 50 nations. Currently residing in London with his Japanese wife, Mark enjoys playing golf and cherishes collaborating with individuals from diverse cultural backgrounds, recognising the invaluable lessons such experiences offer.

    Mark Fritz is renowned for his commitment to empowering leaders to shift away from micromanagement and embrace a culture of ownership and achievement. His expertise lies in unlocking the full potential of teams. Through impactful keynotes and masterclasses, he delivers inspirational experiences brimming with practical advice and actionable steps.

    With a steadfast dedication to enhancing performance, influencing others, and mentoring, Mark's thought-provoking sessions and ongoing support have become integral to organisations' growth journeys. His unique blend of inspiration and practicality leaves audiences with clear actions and a deep desire to become the leaders they aspire to be. Mark Fritz is the catalyst for transformation and excellence in leadership.

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    The Accounting Influencers Podcast drops every Monday to accounting

  • Rob Brown interviews Marina Koijmans, a talent and workplace expert, on the topic of talent management and upskilling in the accounting profession. Marina begins by explaining the challenges of talent management in today's rapidly changing world. She highlights the importance of reskilling and upskilling due to the ever-changing marketplace and the need for organizations to adapt and stay relevant. She mentions that technology-driven change and innovation are key drivers of this need for new skills.

    The conversation then shifts to the perception of accountants as not traditionally being associated with innovation. Marina acknowledges this but emphasizes that the accounting profession is also evolving and recognizing the importance of upskilling and change. She explains that accountants need to acquire not only technical skills but also digital skills and advisory skills to meet the changing needs of customers.

    Marina introduces the concept of a skill strategy and explains that organizations need to focus on skills rather than job descriptions. She mentions the importance of internal mobility and how it allows employees to develop new skills in different environments. She also highlights the benefits of international mobility, as it provides opportunities to learn from different cultures and enhance career growth.

    The conversation then delves into the various skills and competencies that should be part of any skill strategy or framework. Marina outlines five skill groups: technical skills, digital skills, advisory skills, leadership skills, and human skills. She emphasizes the importance of leadership, storytelling, problem-solving, ethics, integrity, and effective communication in the accounting profession.

    Rob and Marina discuss the challenges faced by accountants in upgrading their skills. Marina acknowledges that many accountants feel comfortable with their current knowledge and are hesitant to step out of their comfort zones, particularly when it comes to human skills. However, she highlights the importance of continuous learning and personal development to stay relevant in a changing landscape.

    The conversation concludes with Marina discussing different learning approaches and methods. She mentions the use of blended learning, including classroom training, e-learning, and audio books. Marina emphasizes the need for individuals to take responsibility for their own learning and development.

    Overall, this episode of the Accounting Influencers podcast provides valuable insights into the challenges and importance of talent management and upskilling in the accounting profession. It highlights the need for accountants to adapt, develop new skills, and embrace continuous learning to succeed in a rapidly changing industry.

    Marina Kooijman is the Chief People Officer at HLB, based at the Executive Office in London. In this pivotal role, Marina spearheads the development and execution of HLB's comprehensive people strategy, driving the organization towards innovation and inspiration. She is deeply committed to fostering a vibrant corporate culture rooted in HLB's core values and purpose.

    Marina firmly believes that nurturing talent and cultivating a diverse, inclusive environment, where every individual feels secure, valued, and respected, is the key to achieving business success and sustainable growth.

    Before joining HLB International, Marina garnered a wealth of experience working with renowned international firms such as Deloitte and PwC, both in the Netherlands and across borders. Her extensive background in talent management positions her as a seasoned professional in her field.

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    The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our...

  • Rob interviews Jeff Gramlich from Validis. They discuss various topics related to the accounting profession and the role of technology in driving efficiency and quality. Jeff shares insights on the paradigm shift towards data-driven audits and the impact of technology on the industry. They also explore the challenges of attracting and retaining talent in the accounting profession. Jeff highlights the difference between good and great accounting firms and the importance of technology adoption in staying ahead. They also touch on the future of the profession and the exciting opportunities that lie ahead. Tune in to this episode to gain valuable insights and perspectives on the accounting profession and the role of technology in shaping its future.

    Jeff is a seasoned CPA with over 40 years of experience in the accounting industry, having started his career at Arthur Young & Co. He holds a CITP certification and has made significant contributions to the US accounting sector. Notable highlights include his role as President & CEO of the Small Firm Services business unit at CCH and serving as President of AccountantsWorld. Jeff is deeply committed to enhancing the industry, from streamlining everyday workflows to elevating overall quality standards. In his current role at Validis, he is at the forefront of leveraging technology for audit processes and establishing key strategic partnerships to bring cutting-edge ideas and solutions to the market.

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    The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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    You can watch this episode and more on our YouTube Channel

    https://www.youtube.com/@accountinginfluencers

    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

    For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

    Thanks to our sponsors:

    ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

    ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

    DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision,...

  • Rob Brown interviews Chirag Shah, the founder and CEO of Nucleus Commercial Finance, a UK-focused lender.

    Chirag discusses the challenges and opportunities in the financial space, particularly in lending and funding. He also talks about the importance of financial analysis and forecasting for businesses, emphasizing the need for businesses to understand their cash flow and plan effectively.

    The interview highlights the role of accountants and advisors in helping businesses make sound financial decisions and navigate uncertain economic conditions.

    Chirag Shah is the founder and CEO of Pulse, a visionary platform that empowers businesses, accountants, and business advisors with a tailored dashboard showcasing vital statistics and trends. With over two decades of experience in financial services, Chirag has consistently demonstrated his expertise. In 2011, he pioneered the establishment of Nucleus, a renowned alternative finance entity, offering flexible and personalized financial solutions for SMEs, regardless of their industry or growth stage.

    Recognizing the pressing economic challenges UK SMEs face, Chirag introduced Pulse in October 2022, a groundbreaking platform harnessing the power of AI for in-depth financial analysis, benefitting both businesses and accountants. Chirag's mission extends beyond enhancing the UK's business landscape; he is dedicated to assisting SMEs in honing their data comprehension skills to chart a path to success. Chirag's expertise encompasses the significance of forecasting, the key elements that constitute effective forecasts, and the selection of the proper forecasting tools.

    His vision for Pulse revolves around transforming it into a comprehensive forecasting tool, addressing the challenges SMEs encounter, elucidating Pulse's role, and exploring the far-reaching implications of AI in this context.

    For more information about Nucleus, visit https://nucleuscommercialfinance.com/

    To learn more about Pulse, https://mypulse.io/

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    The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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    You can watch this episode and more on our YouTube Channel

    https://www.youtube.com/@accountinginfluencers

    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

    For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

    Thanks to our sponsors:

    ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today.

  • Understanding the Vendor-Accountant Relationship and the Future of Events in Accounting

    In this episode of the Accounting Influencers Podcast, host Rob Brown conducts an in-depth interview with Seth Feinberg, author of the Feinberg Review. They discuss the evolving relationship between tech vendors and accountants, including the trust issues and the need for vendors to better understand accountants' needs. Seth highlights the role of events for vendors to directly communicate with their target market. The conversation covers how vendors can build more meaningful relationships with accountants, the future of accounting events, and how the profession can evolve with these changes.

    Seth Fineberg is a seasoned accounting industry consultant and Content Strategist with an impressive track record spanning over 30 years. His extensive career has primarily revolved around shaping the evolution of the accounting profession. Seth's notable roles include serving as the Technology Editor at Accounting Today and leading AccountingWEB's US team.

    In his current venture, Accountants Forward, Seth is dedicated to driving progress within the accounting profession by curating high-quality, practical, and valuable content. He takes on various roles in content creation and execution, including articles, podcasts, webinars, white papers, and live events.

    For those seeking valuable insights and updates, Seth offers a Free Weekly newsletter on his website. He is also a recognized contributor to prominent publications such as CPA Trendlines, Karbon Magazine, Accounting Today, and The Woodard Report.

    Seth's expertise lies in two key areas: (1) fostering strong vendor-accounting relationships and (2) orchestrating successful events, marketing strategies, media outreach, and garnering attention in the accounting industry.

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    The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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    You can watch this episode and more on our YouTube Channel

    https://www.youtube.com/@accountinginfluencers

    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

    For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

    Thanks to our sponsors:

    ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

    ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with...

  • Rob Brown welcomes Stuart Pedley-Smith, Chief Learning Officer at Kaplan Financial, to discuss the evolving landscape of qualifications and their relevance in today's finance and accounting profession. Stuart, with over 25 years of experience in accountancy education, shares insights into the changing roles of finance professionals, emphasizing the need to adapt to technological advancements. The discussion explores the importance of maintaining core principles while incorporating new tools and technologies in qualifications. Stuart also highlights the role of technology in reshaping the profession and the potential for technology-based assessments. Overall, the episode delves into the challenges and opportunities facing finance professionals in a rapidly evolving industry.

    Stuart Pedley-Smith, a certified accountant, has dedicated his career to professional education. As Kaplan's Head of Learning, he shapes the company's education strategy, advocates best practices, and fosters a culture of learning. With over two decades of teaching accountancy students, Stuart's insights culminated in his book on examinations. His expertise informs engaging talks, a monthly blog, and podcasts on exam success. Stay tuned for Season 4 of the Kaplan Learn Better Podcast, and explore his insightful blogs:

    Kaplan Learn Better Podcast (Season 4 coming soon):

    https://kaplan.co.uk/learn-better-podcast

    Kaplan Learning Blog (General Kaplan Blog):

    https://kaplan-learning.com/blog

    Pedley-Smith Blog (Exploring evidence-based learning and exam success):

    https://pedley-smith.uk/

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    The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

    ◣━━━━━━━━━━━━━━━━━━━━◒

    You can watch this episode and more on our YouTube Channel

    https://www.youtube.com/@accountinginfluencers

    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

    For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

    Thanks to our sponsors:

    ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

    ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our...