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:

• Transition to Accountancy
• : Discover how Alicia transitioned from a taxi driver to a bookkeeping mogul and eventually rebranded to AMA Accountancy.
• Growth Strategies
• : Learn how Alicia grew her client base from 10 to over 400 through strategic outreach and an active presence on social media, especially Facebook.
• Client Relationships
• : Alicia shares insights on maintaining professional boundaries, handling problematic clients, and the importance of personality and adaptability in her team.
• Technology in Practice
  • : Find out how modern software like Xero and Accountancy Manager have been instrumental in scaling her business efficiently.
  • Personal Journey
  • : Alicia discusses the transferable skills from her time as a taxi driver that have been pivotal in her accountancy career, emphasizing the importance of interpersonal skills.
• 🎙 Featured Guest: Alicia Allen With a background as diverse as hers, Alicia's story is sure to resonate with many of our listeners. She sheds light on the importance of staying true to oneself, whether in management or client relations, and the value of a human touch in the world of accounting and bookkeeping.
  💼 Expert Insights: Philippa Haynes & Mark Lee Philippa and Mark provide expert commentary on Alicia's experiences and share valuable advice for accountants looking to grow their practices. From recruiting for attitude over technical skills to recognizing the importance of good client relationships, this episode is packed with actionable insights.
  
  

The Accountants' Success Secrets is sponsored by Pinnacle Global 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 Pinnacle Global 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:

• Authenticity in Branding
• : Peter emphasizes being unique and true to oneself in business branding.
• Investment in Business
• : Learn why it's crucial to invest in processes and team building from the start.
• Balancing Life and Work
• : Peter shares his mantra, "choose life," underlining the importance of living life fully while growing a successful practice.

✨ Key Takeaways:

1. Define Your Success
2. : Personalize your notion of success. It's not one-size-fits-all and can range from luxurious ambitions to simply leading a comfortable life.
3. Set Boundaries and Say No
4. : Avoid taking on clients or tasks that aren't the right fit. It's essential for maintaining quality and well-being.
5. Charge What You're Worth
6. : From the outset, ensure your fees reflect the value you offer. Undercharging can lead to undervaluation and financial instability.

🗣️ 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 Pinnacle Global 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:

• The journey of starting an award-winning accountancy firm while managing twins
• Insights into overcoming pandemic-era business challenges with innovative solutions.
• The importance of networking, client relationships, and continuous professional development.

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 Pinnacle Global 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 Pinnacle Global 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 Pinnacle Global 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 Pinnacle Global 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 Pinnacle Global 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 Pinnacle Global 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 speak with Paul Miller of Cornish Accounting who has a wealth of knowledge and quite an array of accolades to his name: 
 
With almost 40 years of experience helping diverse businesses across the South West, he's not just any old accountant; he's a passionate business growth partner. 
 
The practice itself is an award-winning Xero practice, 

#SmallBiz100 

#SBS, Firm of the Year 2018, co-authors of 'The Accountants Millionaires Club', and Cornwall Business Awards 2022 finalists in the Best FAMILY Business category. 
 
We will hear some absolute gems from Paul from building lasting relationships to finding your own tribe.  

A real winner and a treat

The Accountants' Success Secrets is sponsored by Pinnacle Global 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