By Philippa
The Accountants’ Success Secrets podcast showcases and celebrates successful accountants who are doing good things, have years of experience and whose stories can inspire and encourage other accoun
... more
The podcast currently has 38 episodes available.
This week's guest is Claire Flinders, founder of Mojo Bookkeeping and the Mojo Business Club, based in Leicester.
Claire's incredible journey from a 25-year corporate career to building her own thriving practice will leave you inspired. After acquiring clients from a retiring accountant, she shifted focus to tax services, navigating challenges and rapid business growth. Feeling overwhelmed and facing burnout, Claire decisively downsized and refocused her business on the services she loves—bookkeeping, management accounts, and forecasting—achieving flexibility and increased personal earnings.
In this episode, we delve into Claire’s self-taught transition into tax work, her strategies for managing client relationships, and her experience in acquiring and retaining clients against the odds. Claire shares candid reflections on overcoming industry pressures, handling staff, and navigating post-acquisition complications.
You'll also hear about her founding the Leicester Bookkeeping Group for peer support and the Mojo Business Club, where she empowers new startups with clear, approachable guidance. Claire’s journey is a testament to aligning your professional pursuits with personal values and passion.
Whether you're just starting in the accounting industry, seeking inspiration for a career pivot, or interested in practical strategies for business success, this episode offers abundant insights and motivation.
Don't forget to subscribe, review, and share the podcast.
The Accountants' Success Secrets is sponsored by The Global Pinnacle Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.
To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com
Welcome to another enlightening episode of "Accountants' Success Secrets!" with Philippa Haynes and Mark Lee.
Today, we are thrilled to bring you an inspiring conversation with Anne Wordsworth, the dynamic Managing Director and owner of Cube Accounting.
In this episode, Anne shares her journey from an apprentice who failed her A-levels to becoming a successful entrepreneur with over 25 years of experience. Join us as Anne recounts a humorous story about a client arriving with a suitcase full of records, setting the tone for Cube Accounting's personable and relatable approach.
Listen in as Anne discusses the transition from sole trader to managing a team of seven and growing a client base of 400 through relationships and clear communication. She offers valuable insights into balancing work with personal well-being, the transformative nature of the accounting profession, and the irreplaceable human touch despite technological advances.
We'll also hear about the importance of standardized procedures for scalability, the pivotal role of teamwork, and Anne's dedication to supporting small businesses. Plus, we'll touch on her personal struggles and how being transparent with clients builds trust and success.
This episode is packed with wisdom, authenticity, and actionable strategies for any accountant aiming to thrive in the industry. Don't miss out on Anne's incredible journey and the secrets to her success.
The Accountants' Success Secrets is sponsored by The Global Pinnacle Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.
To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com
Welcome to the 36th episode of "Accountants' Success Secrets!"
Today, we have an inspiring conversation with Kieran James, Managing Director of Stride Accountants. Despite his unconventional journey into accountancy, Kieran has built a thriving firm that focuses on driving business growth through strategic financial management and advisory services.
Join hosts Philippa Haynes and Mark Lee as they dive into Kieran's unique approach to leadership, team building, and market positioning. Learn how Kieran transitioned from the tech industry (Sage), overcame initial business challenges, and developed Stryde into a niche-focused consultancy serving small to medium enterprises using psychometrics as the key driver.
Don't miss this insightful discussion on how to remain relevant in a rapidly changing industry and the importance of aligning your services with client needs. Whether you're an accountant looking to evolve your practice or an SME owner seeking financial clarity, this episode is packed with valuable insights.
Plus, hear about Kieran's views on the future of accountancy amidst the rise of AI, the value of community building, and why he believes in prioritizing strategic thinking over traditional qualifications.
Tune in to be inspired and encouraged by Kieran’s journey and his strategic insights on marketing and positioning. Learn how you can apply these success secrets to your own practice.
And remember to subscribe, share, and leave a review to help more listeners discover these invaluable insights.
The Accountants' Success Secrets is sponsored by The Global Pinnacle Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.
To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com
Welcome to another episode of "Accountants' Success Secrets," where we uncover the stories and strategies behind the success of distinguished accountants.
Today, we're delighted to chat with Tom McManners, the dynamic founder of Treetops Chartered Accountants.
Tom's journey is anything but traditional. He transitioned from a building site to becoming a chartered accountant, eventually founding his firm from his home. Joined by his wife and partner, Cathy, Tom has grown Treetops into a thriving business with two offices in Farnborough and Milton Keynes, nearly 40 staff, and over 340 five-star reviews.
In this episode, Tom shares his story of organic business growth, team expansion, and innovative client acquisition strategies. We'll learn about his proactive approach to networking, the importance of maintaining client relationships, and how adapting to digital methods transformed his firm. From leveraging family connections to navigating the challenges of remote work during the pandemic, Tom's experiences offer valuable insights for aspiring accountants.
We'll also discuss the role of online reviews in reputation management and hear about Tom's casual yet effective engagement with clients. Finally, our guest reflects on his career choices and the growth of his firm, offering inspiration for anyone looking to make their mark in the accounting world.
Stay tuned as we dive into this inspiring account of perseverance, strategy, and family involvement. And don't forget to share and subscribe to "Accountants' Success Secrets," brought to you by our sponsor, Pinnacle, your trusted outsourcing partner in accounting innovation.
The Accountants' Success Secrets is sponsored by The Global Pinnacle Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.
To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com
We’re excited to bring you the latest episode of "Accountants' Success Secrets," your go-to podcast for insights and inspiration from leading accountants in the UK. This week, we’re honored to have Joan Adams of Adams O'Rourke join us to share her transformative journey in the accountancy world.
📅 New Episode: Accountants_ Success Secrets with Joan Adams of Adams O_Rourke
Meet Joan Adams:
Key Takeaways from the Episode:
Connect with Joan: Interested in Joan’s services or have queries? Connect with her directly via her LinkedIn Profile.
Stay Connected and Get Featured! We love hearing from our listeners. If you have a success story to share or want to be featured in a future episode, please reach out to us. We’re booking guests into January 2025!
Thank you for tuning in! Your support means the world to us. If you enjoyed the episode, please subscribe, review, and share the podcast with your network. Together, we can inspire and empower the accountancy community.
The Accountants' Success Secrets is sponsored by The Global Pinnacle Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.
To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com
We’re thrilled to share the latest episode of the "Accountants' Success Secrets" podcast, featuring an inspiring conversation with Linda Booth, founder of We Do The Books. This episode is packed with actionable insights and stories for accountants looking to enhance their practices.
Episode Highlights
Empowering Clients Through Technology
Linda emphasizes the importance of empowering her clients—especially small business owners who are often short on time. She introduces them to tools like Xero to simplify tasks, such as VAT calculations, helping them manage aspects of their business more efficiently.
Authentic Marketing and Direct Communication
Linda's straightforward marketing approach resonates well with her clients. Her business name, "We Do The Books," is a testament to her clear, no-nonsense style. She advocates for keeping things simple and direct, which is reflected throughout her marketing materials and client interactions.
Personal Philosophy
"You have to be yourself because everybody else is already taken," says Linda. She encourages authenticity, both in personal conduct and business operations—advice that has clearly worked well for her practice.
Growth and Technology Adoption
Linda has always been ahead of the curve, adopting new accounting technologies early on. Her practice’s success is built on staying current with technological advancements, a lesson many firms could benefit from, as noted by our host, Mark Lee.
Key Takeaways for Accountants
Starting Out and Seeking Peer Support
When starting her business, Linda found that having a peer support network could have been invaluable. She stresses the importance of learning from peers about tools and strategies, even though such networks were not as accessible at the beginning of her journey.
Moving Away from Hourly Billing
Transitioning from hourly rates to set fees was a pivotal move for Linda. This approach ensures that increased efficiency benefits both the accountant and the client.
Transparency with Clients
Linda has learned that honesty is crucial when errors occur. Clients appreciate transparency and are more understanding when solutions are provided promptly, minimizing the impact.
Building Professional Relationships and Efficient Staffing
Linda shares her experience of collaborating with other professionals for mutual client servicing. She also discusses her experience with employing part-time staff and the critical role technology plays in fostering an efficient workflow.
Stay Connected
Don’t miss out on Linda's valuable insights and practical advice. Check out her practice at wedothebooks.co.uk and connect with her on Facebook, Instagram, and LinkedIn.
The Accountants' Success Secrets is sponsored by The Global Pinnacle Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.
To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com
Welcome to another exciting episode of "Accountants' Success Secrets," where your hosts Philippa Haynes and Mark Lee dive deep into the stories and strategies behind successful accountants.
In today's episode, we reflect on our past interviews and share valuable insights from inspiring accountants like Peter Watkins, founder of Blue Penguin, and Tasnim Mustafa of Barnes and Scott, London's pioneering accountancy firm for tech startups. We delve into pivotal themes such as maintaining work-life balance, effective marketing strategies, leveraging AI, and the importance of building strong support networks.
Plus, we'll preview our upcoming guest, Linda Booth from "I Do The Books," and provide a sneak peek into the unique journeys of Rob Newman, Rosie Berridge, and Gareth Burton, each revealing the challenges and triumphs of growing their accounting practices.
Stay tuned as Philippa and Mark unpack these stories, explore key takeaways, and share how fostering community and mentorship can pave the way to a thriving accounting practice.
The Accountants' Success Secrets is sponsored by The Global Pinnacle Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.
To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com
We're thrilled to announce the latest episode of the "Accountants' Success Secrets" podcast featuring an inspiring conversation with Alicia Allen from AMA Accountancy!
In this episode, hosts Philippa Haynes and Mark Lee dive deep into Alicia's journey from being a taxi driver to becoming a successful accountant and running her own thriving practice. Her story is one of determination, resilience, and navigating the challenges of a growing business.
🔑 Key Takeaways from This Episode:
The Accountants' Success Secrets is sponsored by The Global Pinnacle Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.
To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com
Welcome to another episode of Accountants' Success Secrets, hosted by Philippa Haynes of Insight 101 and Mark Lee from Bookmark Lee. In today's episode, we are delving deep into the world of successful accounting practices with Gareth Burton, the founder of Progress Accountants and Assure UK.
Gareth shares invaluable insights on client attraction, the importance of understanding the client journey, and the significance of responsive communication in sales. He emphasizes continuous business planning and the deliberate steps taken to foster team empowerment and decision-making within his firms.
Join us as Gareth discusses the strategic decisions behind moving to a single-level office for better communication, the implementation of Microsoft Copilot for enhanced email efficiency, and the vital role of quarterly meetings in process improvement. Discover how Burton's pivot to a more sustainable business model and targeted marketing towards ideal clients has shaped the success of his accounting practices.
Stay tuned as we explore the transformational strategies and practical wisdom that drive Gareth Burton's success, offering actionable takeaways for accountants striving to elevate their own practices. Don't forget to subscribe, review, and share your feedback with us!
This episode is proudly sponsored by Pinnacle Global Group, your trusted outsourcing partner for quality assurance and operational scaling. Let's dive in!
📌 You can find Gareth on LinkedIn or reach out for their business plan template. For branding and marketing support, connect with Philippa Haynes at Insight 101. And for those seeking invaluable support tailored for sole practitioners, check out Mark Lee at Bookmark Lee.
The Accountants' Success Secrets is sponsored by The Global Pinnacle Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.
To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com
🚀 Join us in the latest episode of Accountants' Success Secrets as we sit down with the remarkable Peter Watkins, founder of Blue Penguin Chartered Accountants.
Hosted by Philippa Haynes and Mark Lee, this episode dives into Peter's unique journey from optician to successful accountant in practice.
🎧 Episode Highlights:
✨ Key Takeaways:
🗣️ Whether you’re an aspiring accountant or a seasoned professional, Peter's insights are bound to inspire and guide you toward building a fulfilling and successful practice. Tune in now!
Join the Conversation: Subscribe, leave a review, and share your thoughts with us. Interested in being a guest on our podcast? We’d love to hear from you!
Thank you for being part of our community. We hope this episode brings you closer to achieving your personal and professional accounting goals.
#AccountantSuccess #BusinessGrowth #WorkLifeBalance #Podcast #Branding #Investment #SuccessTips
The Accountants' Success Secrets is sponsored by The Global Pinnacle Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.
To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com
The podcast currently has 38 episodes available.
41 Listeners
85 Listeners
1 Listeners
7 Listeners
3,164 Listeners
0 Listeners
1 Listeners
1 Listeners