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
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The podcast currently has 32 episodes available.
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
🌟 Exciting New Episode of Accountants' Success Secrets! 🌟
We're thrilled to announce the latest episode of our podcast, Accountants' Success Secrets, featuring the incredible Rosie Berridge, Director of Accountability Edinburgh. In this episode, Rosie delves into the challenges and triumphs of running a successful, client-centered accounting practice.
🎙️ In this episode, you'll discover:
Here are three key takeaways:
🔹 Adopt a Fair Fee Structure: Transitioning from hourly rates to a fixed fee and direct debit system can provide transparency and peace of mind for both accountants and clients, fostering stronger, trust-based relationships.
🔹 Networking and Growth: Building a robust network and maintaining a healthy pipeline of new work are crucial for sustained business growth. Industry events and continuous professional development are essential for staying informed and creative.
🔹 Client-Centered Approach: Emphasizing the value of thorough, personalized work and focusing on the daily financial needs of businesses can set you apart in the accounting field. Passing on knowledge for clients' ongoing benefit is invaluable.
We invite you to listen, subscribe, share, and leave a review on multiple platforms. Do you have a compelling story or know someone who does? Recommend potential interviewees for our podcast!
A huge thank you to Rosie Berridge for sharing her insights and experience. Connect with Rosie via LinkedIn or her website. And don't forget to connect with our fantastic hosts, Philippa Haynes and Mark Lee, through their websites.
#AccountantsSuccessSecrets #Podcast #Accounting #BusinessGrowth #Networking #ClientRelationships
👂 Listen, learn, and lead with confidence!
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
Today on our podcast we are delighted to introduce Rob Newman, who started his own practice in the year 2000. He later merged it into what is now CCM (Carter, Collins and Myer) a full service 3 partner Manchester based accountancy firm, of which he is now Managing Director.
Away from the office,Rob has a passion for martial arts. His diverse background, which includes experiences as a chef, soldier, and bodybuilder, brings a unique perspective to his work.
Rob is a force to be reckoned with in every imaginable way - driven, a fighter, talkative, fun and definitely knows where he and his firm are going
You don't want to miss this.
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
Today on our podcast we are delighted to introduce Tas Mustafa founder of Barnes & Scott, the first firm in London to specialise in tech, digital and fintech start ups.
Tas has more than 10 years’ experience in advising tech start-ups, ranging from app developers, Saas businesses, digital media and cyber-security to ad-tech, health-tech, smart city and gaming studios. And has grown the practice to 150 clients served by a core team of ten plus external advisers called on as and when necessary.
If you're looking for a process for fail safe recruiting this may be your lucky listen!
You'll also hear how Tas is a great believer in building a client business so that they become big enough to run their own accounting department. With it comes great loyalty and more advisory.
It's a great listen.
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
In this episode of The Accountants' Success Secrets podcast we delve into the latest interviews from episodes 16 to 20. We discuss some truly inspiring success stories and invaluable insights.
Join us to find out more:
1️⃣ Soft Skills Matter: We highlight the success stories of individuals like Steve Price and Mitch Hahn, emphasizing the crucial role of soft skills in accounting. Their experiences shed light on the importance of vision, purpose, and values in successful mergers.
2️⃣ Embrace Your Uniqueness: We dive into the value of individual approaches and experiences in the accounting and bookkeeping space. Each professional brings something unique to the table, and it's essential to embrace and leverage these differences for success.
3️⃣ Client-Centric Approach: We reiterate the significance of understanding clients' needs and using storytelling to simplify complex ideas, as advocated by Paul Miller. Additionally, we explored the importance of building trust and empathy with clients before offering advisory services, as highlighted by Steve Price.
Tune in to the episode for a deeper dive into these insights, and don't forget to connect with us on LinkedIn for more engaging discussions and feedback sharing!
#AccountingSuccess #SoftSkills #ClientCentric #PodcastInsights #ProfessionalDevelopment
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
In this episode we are delighted to introduce Steve Price of BWP Inspire, an accountancy firm in Manchester, into which he merged his previous practice, Price Accounting which he started almost 20 years ago.
Starting life as a CIMA management accountant, Steve has always been more interested in what ‘the numbers’ actually mean for the future of the business, rather than documenting the past.
The practice's aim is to understand their clients' key figures, advise them how to delve into the figures and strategically plan to grow their business and achieve the performance it needs to give the owners the funds for their life-goals.
Steve's approach is based upon the fact that business goals only exist to fulfill personal goals.
If you're looking for insights into big picture business advisory, this is for you. Steve sees compliance as the entry ticket to generate loyalty but advisory is where the long term relationship begins and ends
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 are thrilled to be speaking to Paul Donno for this episode!
Paul has been there when it comes to growing a business, and with over 30 years experience in accountancy he's learnt the hard way about growing a successful business. Over a beer or a round of golf (apparently)!
The overriding message, family comes first quickly followed by Betsy his dog and his love of fast cars!
Award winner too:
Winner best New Practice 2016 British Accountancy Awards.
✅ 2020 Innovation Group Small Practice winner 2016
✅ Highly Commended for Online Accounting at the 2014 British Accountancy Awards.
✅ Highly Commended at the 2013 British Accountancy awards
✅ Practice Excellence Pioneer 2017 Finalist.
- Finalist Medium practice - Practice Excellence Awards 2022
- West Suffolk Business Leader of the year 23-24
We can't wait to speak with him about:
1. Making recruitment effortless
2. Using software to the max
3. Avoiding searching out shiny things
4. Using TikTok for recruitment
5. Driving a values based service AND MUCH MUCH MORE!
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 32 episodes available.