In this week's episode of A.S.S we will be discussing our last 6 interviewees pulling out a treasure trove of insights that we think are worthy of further discussion. 
 
This is where podcast meets learning as we digest what we've heard and bring our own perspective to the important themes that have discussed. 
 
If you want a shortcut to insight, this is for you 
 
If you don't know who to listen to first, this will give you a head start 
 
If you want to hear our analysis to add further value and strategic thinking, this is a must have too 
 
Whatever you need, this episode will bring everything together into a tidy and insight packed 30 minutes 
 
If you haven't yet listened in, this is most definitely for you!

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

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In this episode we speak to Glenn Martin

Glenn is a North East based accountant and FD who has supported owner managed businesses for over 30 years, his firm Avery Martin Accountants focuses on helping business owners get the lifestyle they deserve with the client centric approach. 

This time we hear some gems around client portfolio management and a tried and tested approach to building a client base that you want rather than what you get landed with.

Glenn talks about his red, amber, green system and how learning to deal with difficult clients can yield fruit.

In this candid interview we hear about how Glenn managed through lockdown and the obstacles presented from 2019 to 2023.  There's lots to learn here.  The good news is that 2024 has brought the structure of the business Glenn wants and a really good and solid client base.

This is a good listen for those who want to be more commercial in their approach to their firm, Glenn has this covered in spades

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

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Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

We are thrilled to announce our next guest to the ASS Podcast series! 
 
This time we'd like to introduce Kieran Phelan, CEO and founder at Satori Accounting. 
 
In his own words: 
 
"In 2010, I broke the mould in our profession by becoming the first Xero Advisor in Northern Ireland and founding the first ever cloud accounting firm in Northern Ireland. 
 
Since then I have been at the forefront of the cloud accounting scene here, bringing the latest and greatest cloud tech to small businesses to help them 

I have helped the accounting profession in Ireland to embrace the new digital age we live in, taking part in Xero's roadshow events and giving talks to Chartered Accountants Ireland to share knowledge on digitalisation and cloud accounting tools. 
 
I am also a member of the advisory panel of The Digital Accountancy Show in London, a brand new accounting conference featuring the top tech and advisors in our industry. 
 
In 2019, I was nominated as Top 5 Finalist in the Accounting Web Accounting Excellence Awards as Practice Pioneer of the Year and our company was a top 3 finalist in Xero's annual awards as a 100% Xero firm. 
 
In March 2021 we were awarded Xero's UK Small Firm of the Year. 
 
With such an array of skills we look forward to learning more. 
 
See you there?

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

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Interested in becoming a Patreon for exclusive content for just the price of a coffee?

Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

We are thrilled to welcome Vanessa Fuller to this episode of A.S.S.

Vanessa Fuller initially pursued a career in law, studying law and business at university with the aim of becoming a solicitor. However, after struggling to secure a training contract, she decided to explore other career options and found herself drawn to accountancy. Vanessa eventually landed a training contract with a top 10 firm and began her career in audit, but later transitioned to tax when she became pregnant with her daughter. This move allowed her to work in a more office-based role, where she discovered her passion for tax. 

Today, Vanessa Fuller thrives as a practice owner with her business partner.  She has over 400 clients and 8 staff whilst being able to work only 3 days a week.

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

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Interested in becoming a Patreon for exclusive content for just the price of a coffee?

Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

Nicky founded Goringe Accountants in 2007 and Succession Planning in 2022. with a  vision is to take its clients from their early days through each stage of their lifecycle. That lifecycle includes access to finance, funding rounds and succession planning.

But this episode is more than this.  It's the story of one woman's mission to be in the Top 100 accounting firms as the original female founder.

On the way you'll experience several lightbulb moments including an enlightening take on Marketing.  Yes Marketing!

This lady is strong in communication and will deliver some very clear messages on breaking through

An episode where you need to take notes.

AWESOME

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

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Interested in becoming a Patreon for exclusive content for just the price of a coffee?

Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

Welcome to to the A.S.S podcast where we talk to another fantastic accountant who has achieved great things over the years.

We are delighted to be speaking with Andrea Richards of Accounts Navigator who is a BIG personality with some huge goals.

Listen to how Andrea began her practice, experienced serious burn and had to re-prioritize to keep her partner and her business!

You'll hear about the test she uses for recruitment, her big learnings around having support in her business and how she has won the biggest contract of her life!

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

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Interested in becoming a Patreon for exclusive content for just the price of a coffee?

Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

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 accountants around the UK. 
 
In this episode we will be talking with Jessica Pillow of Pillow May Ltd. 
 
Jessica is passionate about cloud accounting software, process automation technology, and promoting the efficiency benefits of flexible & remote working practices. She is also an author for ICAEW, regular industry speaker, and cloud software innovator & development consultant. 
 
Jessica set up Pillow May in 2009 to break free from industry stereotypes and as early adopters of cloud software, cloud bookkeeping and fixed-fee pricing, are pioneering in offering their clients a dynamic & fresh approach. 
 
Pillow May’s vision is to be “accountants for a better life”. A simple statement, representing a multitude of grand plans and ambitions. They recognise what a huge emotional and financial investment it is to start your own business and see it as their privilege, to help clients cultivate a healthy financial environment - from which they can forge a better life.

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

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Interested in becoming a Patreon for exclusive content for just the price of a coffee?

Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

This week we're on our own talking about the dreaded subject of niche or specialism.

It's come up so many times that we thought we'd dedicate some quality time to debunk the myths and talk about some clients who have taken the plunge and made it work for them.

If you've been mulling this over for some time, this is for you

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

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Interested in becoming a Patreon for exclusive content for just the price of a coffee?

Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

We wanted to bring you the latest update from the Accountants' Success Secrets podcast! 
In our newest episode, hosts Mark Lee and Philippa Haynes dive deep into the reviews of the first five episodes. If you haven't had a chance to listen yet, now is the perfect time to catch up on some incredible insights shared by experienced accountants in the industry.

Here are some key takeaways from the podcast reviews:

 1. Communication strategies for accountants

2. Success through resilience and mindset

3. Finding personal fulfillment in accounting

4. Supporting neurodiverse clients

5. Leveraging online networking for business growth

6. Commitment to giving back and volunteering

7. Insurance and disaster recovery planning for practices

8. Building self-confidence and setting boundaries with clients

9. Navigating tough times in running a practice

10. The power of video and technology in coaching and training

Be sure to listen to these amazing episodes to gain practical insights, learn success strategies, and get inspired by these remarkable accountants.

We are grateful for your continued support, and we hope this podcast brings immense value to your professional life as an accountant. 

Remember, our goal is to help you succeed and thrive in your practice. Stay tuned for more extraordinary episodes packed with wisdom and guidance from thought leaders in the accounting industry.

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

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Interested in becoming a Patreon for exclusive content for just the price of a coffee?

Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

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 accountants around the UK.

Hosted by Mark Lee and Philippa Haynes, this podcast provides an insight into the highs and lows, learnings and takeaways from a range of successful accountants.

In this episode we talk to Claire Owen-Jones of Loud & Clear Accounting Ltd.

Claire is an AAT licensed accountant who started her business, Loud and Clear Accounting, in 2015. Through a lot of trial and error, Claire has managed to pass the six figure turnover, all whilst working 25 hours a week and remaining a one man band.

If you want to learn about being a business owner and being neurodiversent then take a listen.  If you have kids too and can only work 25 hours and STILL want to earn £100k, this is definitely for you!

Some of the highlights:

1. From Fine Art to Accountancy
2. Uncovering the Hidden Potential: How ADHD and Dyslexia Influence Accounting Success
3. Excel Spreadsheets to Practice Management
4. Breaking the Mold: How Claire Built a Thriving Accounting Business by Accident
6. One Man Band Success: Managing 250 Clients Single-Handedly 
7. Overcoming Challenges: How Claire  Found Success in Accountancy Without a University Degree
8. Balancing Efficiency and Quality: Claire's Story of Evolving Accounting Practices
9. Networking in the Digital Age: Claire's Secrets to Online Success in Accounting
10. Adaptability and Communication: How Claire Supports Clients with Different Abilities in Accounting

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

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Interested in becoming a Patreon for exclusive content for just the price of a coffee?

Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret