In this episode Mark Lee and Philippa Haynes review the latest 5 episodes of A.S.S and pull out some of the fantastic learnings 

 One of the key themes is being a business as well as an accounting firm with the understanding that "if you can't manage your own business, how can you manage someeone elses"

There's a strong theme around communiction and relationships too which is something that some accountants confess to struggling with.

If you're looking for a quick catch up, this is 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 welcome Jonathan Ford 
 
Jonathan is a director of Writers Tax Limited - a firm of chartered accountants that specialises in helping authors, script writers and other professional writers with their tax and accountancy needs. 
 
Johathan has a number of accolades to his name: 
 
Co-author of the Number 1 Best Seller - Writers’ & Artists’ Yearbook. 
 
Winner of the Accounting Excellence Specialist Team of the Year Award 2022. 
 
Winner of the Accounting Excellence New Firm of the Year Award 2022. 
 
Passionate about niche accountancy and not pursuing growth for the sake of growth. 
 
And for those who are interested in hearing about the media, this is most definitely for you 
 
This is a real treat with TONNES of important learnings

Enjoy

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

In this episode we talk to Pavan who has only been in business for 5 years but who brings a wealth of knowledge around the softer skills which many accountants may lack.

Good with communication and excellent at explaining the data to clients, Pavan has niched in a difficult space - creative agencies!

Not know for their financial acument, Pavan has got his work cut out with agencies but thrives on talking face to face or on zoom and turning difficult financial data into clear and actionable insights.

If you're looking at how AI can be your friend in the accounting world, Pavan has it cracked.  Using AI to find explanations "for 10 year olds" and then adding his own language and insight, he's found a way to make the client relationship solid and efficient

A really good listen for those who are thinking about starting out

LISTEN NOW

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

_________________________________________________________________

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

In this episode we talk to Graeme Tennick.

Graeme describes himself as Chief Impact Officer at Tennick Accountants, a multi award winning accounting firm. He’s from the North East, grew up with a Dad who had a forklift business and prides himself on being hands on and not afraid to do some hard graft.  Business first and accountants second.

There are some fabulous insights for other bookkeepers and accountants but the thinking around the broken relationship between client and accountant is an interesting one.  So is the strong message around collaboration which is driving the firm forward and bringing client engagement to new levels..

Future facing and innovative

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

_________________________________________________________________

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

In this episode of A.S.S we are delighted to be talking to Mitch Hahn, CEO of Nordens. 
 
Having joined the firm in its earliest days, Mitch has been instrumental in its phenomenal growth. From helping to write the first chapter of the Nordens’ story, Mitch has risen to his current position of CEO, overseeing Business Development with a role that focuses on introducing and nurturing new clients and helping businesses grow and navigate through any issues they may be facing with specific strategic advisory. 
 
Outside of Nordens Mitch is an ex professional footballer who currently plays semi-professional football and captains the Team GB football team (Gold Medallist and double silver-medallist) and provides coaching and mentoring 
 
Wow what a CV! 
 
Join us to find out why Nordens:

A) Isn't the ordinary

B) Has a process to put the right people in the right seats which so important in business.

C) Cultivates a culture of positivity and approachability and aligns the team around a shared vision

And much much more.  

This is a great demonstration of a TRUE leader, innovator and all round good guy

We hope you enjoy it as much as we did

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

_________________________________________________________________

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

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

_________________________________________________________________

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

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

_________________________________________________________________

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 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

_________________________________________________________________

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

_________________________________________________________________

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

_________________________________________________________________

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