Accounting Talent Podcast

It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 21, "Artificial Intelligence in Accounting: Isaac Heller."

You can also watch this on youtube here: https://youtu.be/H_ySD0R9v2M

Isaac Heller is the Co-founder and CEO of Trullion, an AI-powered SaaS platform that automates financial workflows for CFOs, accountants, and auditors. Trullion unifies the unstructured and structured worlds of accounting by reading PDFs and Excel documents and translating them into financial workflows, such as Lease Accounting and Revenue Recognition.

Isaac has an extensive background in finance & software, including a 2014 IPO with Sabre Holdings. His experience with accounting regulatory changes has helped drive successful partnerships with financial leaders, from CFOs to modern accounting firms.

Key areas covered in this episode include:

1. How can AI be used in the accounting industry?

2. What are some of the practical applications of AI?

3. How does AI change the role that accountants play in their jobs?

4. Will AI make the accounting process more accurate? How?

5. What is the potential downside of using AI?

6. Who benefits from AI taking over some of the manual processes?

7. Will AI provide accountability to the accounting industry? How so?

8. Will AI be a technology that helps restore ethics in the accounting industry?

Originally hailing from Texas, Isaac holds a BA from the University of Texas @ Austin and an MBA from the University of Texas @ Dallas. He lives between New York and Israel and enjoys spending time with his wife and children.

https://www.linkedin.com/in/isaacheller/

https://twitter.com/isaacis

https://trullion.com/

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great shows in the Accounting Influencers Podcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencer

Mentioned in this episode:

About Talent in Accounting

Welcome to Talent in Accounting, one of the world's leading podcasts in this genre, with several spinoff shows. Our focus now is on talent, a significant challenge for the accounting world. We interview experts, influencers, and leaders on various aspects of talent, from culture to leadership, mental well-being, and more.

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.

Episode 20. In today's interview, "How Accountants Handle Change: Barbara Weltman."

Barbara Weltman is the founder of Big Ideas for Small Business, Inc., which publishes Idea of the Day® and the e-newsletter Big Ideas for Small Business®. Based in Vero Beach, Florida, she is an attorney, a trusted professional advocate for small businesses and entrepreneurs, and a prolific author of important books such as J.K. Lasser’s Small Business Taxes, J.K. Lasser’s Guide to Self-Employment, Home Business Magazine’s Home-Based Business Start-Up Guide, Smooth Failing, and 500+ Big Ideas for Small Business. She is also a guest blogger for several sites and creates continuing education programs for accountants and attorneys.

Key questions we ask Barbara about how accountants can better handle change:

1. What are some of the big changes you see clients facing now?

(inflation, supply chain disruptions, remote workforce, world events, continuing pandemic issues)

2. How can accountants help their own clients handle change?

(how can they strategize with business owners and help them 'run the numbers'” for proposed actions?)

3. Specifically, how can accountants help clients with their inventory issues?

(how to account for inventory, reordering, disposing of unsold inventory)

4. What changes are accountants experiencing themselves in their practices?

(greater demand for their services, continuing complexity of tax/accounting rules they have to master, how to handle their own rising costs of doing business)

5. How can accountants stay up-to-date with changes in their profession?

(continuing education, following influencers, staying involved with accounting groups and communities)

Listeners can also check out this interview in video format: https://youtu.be/zZfzY20IAUg

When not working?

"Each morning year round I walk 5 miles along the historic Jungle Trail on the Indian River Lagoon ("An early morning walk is a blessing for the whole day." Henry David Thoreau) and head up a book club in my neighborhood."

https://twitter.com/BigIdeas4SB

https://www.facebook.com/BigIdeasForSmallBusiness

https://www.linkedin.com/in/bweltman/

https://www.instagram.com/bigideasforsmallbusiness777/

YouTube: https://www.youtube.com/user/BarbaraWeltman

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great shows in the Accounting Influencers Broadcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘

└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ

➺ Twitter: https://twitter.com/accinfluencers

➺ Facebook: https://www.facebook.com/accountinginfluencers

━━━━━━━━━▲━━━━━━━━━

Mentioned in this episode:

About Talent in Accounting

Welcome to Talent in Accounting, one of the world's leading podcasts in this genre, with several spinoff shows. Our focus now is on talent, a significant challenge for the accounting world. We interview experts, influencers, and leaders on various aspects of talent, from culture to leadership, mental well-being, and more.

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.

Episode 19. In today's interview, "How Accounting Firms Can Stand Out: Harvee Pene."

Harvee Pene is the Founder of Life Changing Accountants, 2x TEDx Speaker & 10x Best Selling Author. He is on a mission to give 1 billion Days of access to food, water, health and sanitation to families in need by 2030, by helping accountants and their clients to TIP 1% of their Time, Income or Profits to help end poverty. Harvee was recognised as ‘One of Ten Outstanding Persons in Australia’ and ‘Australian of the Year (nominee)’ when the TIP 1% giving initiative reached 27+ Million Days of life changing help given to families in need across 16 countries.

You can also watch this interview on YouTube here: https://youtu.be/4wdxpHcyeh4

Key takeaways from this episode include:

➼ the 'tiredness' in the accounting profession post covid and how accountants can get back to their best

➼ a stroke survivor and cancer survivor share stories of 'brushes with death' and questions you ask yourself as a result

➼ bringing meaning and purpose into the accountant conversation to go beyond just a job into legacy and making a difference

➼ the role of 'impact statements' to give accountants a tangible measure of the difference they make to their clients

➼ what happens to an accounting firms value proposition when accountants articulate the results they create for clients

➼ where confidence in pricing comes from for accounting professionals

➼ how many accountants miss out on leveraging the many success stories they help their clients create

➼ what the clients of accountants and CPAs are really buying, even if they can't put it into words

➼ why people buy certainty, which means accountants need to be more persuasive and better communicators of their value

➼ how an accounting practice can really stand out from competitors in a noisy world

➼ the relationship between perceived authority and the ease with which accountants can differentiate

➼ why authors command authority and how accountants can leverage their expertise in written format to build credibility

➼ the value accountants sit on with their years of expertise and experience, and why much of it is wasted

➼ how accountants can overcome the negative mindset that they don't have anything to write, talk about or be seen as an expert on

➼ top tips for accountants who want to stand out for what they do in a competitive marketplace

Out of work hours, Harvee loves traveling, gardening & cooking. Being vegetarian, cooking is his happy place, as is enjoying a good gin! Now being a dad to two girls Havana and Mali & currently studying medicine, he doesn't get to travel as much as he'd like to, so makes the most of exploring with the family all the local gems and beaches, being located on the Gold Coast, Queensland in Australia.

https://www.linkedin.com/in/harvee-pene-9a306626/

https://lifechanging.accountants/

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great shows in the Accounting Influencers Broadcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘

Mentioned in this episode:

About Talent in Accounting

Welcome to Talent in Accounting, one of the world's leading podcasts in this genre, with several spinoff shows. Our focus now is on talent, a significant challenge for the accounting world. We interview experts, influencers, and leaders on various aspects of talent, from culture to leadership, mental well-being, and more.

This is a special bonus episode to discuss the Survey to Explore the Growth Outlook for CPA Firms in 2023. Hear Rob Brown interview Sarah Johnson Dobek, president and founder of Inovautus, a national consulting firm that develops strategies, programs, and training designed to help accounting firms grow faster and in the right direction.

To take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.

In this bonus show, we discuss:

⫸ why it's both exciting and tough to be in an accounting practice right now

⫸ why growth is not very strategic for accounting firms as many grow in the wrong way with the wrong kind of work

⫸ the origins of the Growth Outlook Survey for accountancy practices to see how they were responding the pandemic

⫸ comments on the massive investment into technology for accounting firms, for good and for bad

⫸ how the survey informs strategy for pricing, sales, growth, marketing, client experience, tech stacks, recruitment and what is really working for accounting firms

⫸ what makes growth more about mindset and strategy than numbers, lead gen and revenue for accountants

⫸ comparing this survey to other benchmarking studies in the accounting and fintech space

⫸ shout out to Nicole Sterling and the excellent AAM (Association of Accounting Marketing) at https://accountingmarketing.org

⫸ what none of the accounting and fintech surveys are touching, and why the 2023 Growth Outlook for CPA Firms Survey is different

⫸ how best practice is hard to define in today's challenging world for accountants and CPAs

⫸ how diversity, equity, inclusion, justice and accessibility are affecting accountancy practices in the area of growth

⫸ why accounting firms become extinct and the changing landscape of the working population

⫸ the challenges involved in research that is representative of a very diverse accounting profession and different firm sizes

⫸ how marketing professionals in accounting firms are becoming increasingly strategic in supporting firm growth

⫸ the key challenges that accounting practices face in differentiating themselves to drive growth and recruitment

⫸ key questions accountancy firm leaders should be asking themselves in considering the different ways to grow

⫸ what accountancy practices get wrong when it comes to building brand awareness and driving growth

⫸ why there is much less room for error in getting the right growth strategies for accounting firms, and why some may not make it

⫸ to take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.

⫸ why accounting professionals should take this survey and stay informed rather than just hoping you're doing the right thing

You can also watch a video of this episode on Youtube here: https://youtu.be/AFZY1krsFwA

Sarah and her team work with firms to assess their growth goals and execute practical marketing and business development plans. With her unique background in operations, human resources, practice management, and marketing, Sarah delivers insightful, practical advice that guides organizations down the right path toward achieving the growth they desire. Sarah’s ability to understand where an organization is starting from, coupled with her disciplined approach to best practices, drives results for firms and helps them to evolve.

When she's not in the office, you can find Sarah skiing, camping, golfing, hiking or just enjoying her backyard with her husband, dog and 2 children.

https://www.linkedin.com/in/sjjohnson

Twitter: sarah_johnson28

◣━━━━━━━━━━━━━━━━━━━━◢

Make sure you're subscribed to all 5 great shows in the Accounting Influencers Podcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencer

Mentioned in this episode:

About Talent in Accounting

Welcome to Talent in Accounting, one of the world's leading podcasts in this genre, with several spinoff shows. Our focus now is on talent, a significant challenge for the accounting world. We interview experts, influencers, and leaders on various aspects of talent, from culture to leadership, mental well-being, and more.

It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 18, "Accounting Firm Differentiation Tips: Tom Wheelwright."

You can also watch this on youtube here: https://youtu.be/dRz9gBRz-a8

Tax and wealth expert Tom Wheelwright is a CPA, CEO of WealthAbility®, entrepreneur, international speaker, the bestselling author of Tax-Free Wealth: How to Build Massive Wealth By Permanently Reducing Your Taxes. His latest book is The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make. He is the CPA for Robert Kiyosaki (Rich Dad Poor Dad) and has spoken on stage on every continent to over 100,000 entrepreneurs, small business owners and investors.

Tom hosts two popular podcasts: The WealthAbility® Show with Tom Wheelwright CPA and The WealthAbility® for CPAs Show. His goal is to help people achieve their financial dreams faster by permanently and legally reducing their taxes. He contributes to Entrepreneur magazine, and his work has been seen in Forbes, The Wall Street Journal, The Washington Post and on FOX and Friends, Marketplace / NPR, ABC News Radio and hundreds of other media outlets.

Key takeaways from this episode include:

➠ what has changed in the accounting profession over recent years (and what hasn't but should have)

➠ what 'Rich Dad Poor Dad' author Robert Kiyosaki has taught his CPA about what's important in building a business

➠ what happens to accounting firms and CPA practices who cannot or will not differentiate their brand (hint - they compete on price)

➠ the mistake accounting practices make in trying to attract all different kinds of clients

➠ what accountants and CPAs should do if the culture of the firm they work for does not fit their values and goals

➠ the biggest reason accountancy firms find recruitment of talent more difficult than it needs to be

➠ how differentiation your accounting firm brand gives you power to say 'no' to the wrong kinds of clients

➠ what selling a $800,000 book of 'the wrong kind of business' looks like for an accounting practice

➠ practical examples of what CPA or accounting firm owners might look for an an ideal client

➠ the relevance to accounting firms of tax laws being pretty similar from country to country

➠ innovative tax strategies for accountants to further help their clients

➠ how CPAs can improve their mental wellbeing and overcome the need to know everything

➠ shout out to Dan Sullivan's term 'uniquability' in describing how accountants and CPAs can stand out

➠ how to be the accountant of choice for your client of choice and what turning down 80% of potential clients looks like

https://www.wealthability.com/cpaevent Nov 14-16 focusing on tax strategies

https://wealthability.com/the-wealthability-show-with-tom-wheelwright-cpa-2/

https://www.linkedin.com/in/tomwheelwright/

@Tom_Wheelwright

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great shows in the Accounting Influencers Podcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencer

Mentioned in this episode:

About Talent in Accounting

Welcome to Talent in Accounting, one of the world's leading podcasts in this genre, with several spinoff shows. Our focus now is on talent, a significant challenge for the accounting world. We interview experts, influencers, and leaders on various aspects of talent, from culture to leadership, mental well-being, and more.

It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 17, "Buying & Managing an Accounting Firm: Craig Field."

***This was a live, in person interview, so apologies for the audio quality***

Craig Field began his career at Cooper & Lybrand (now PWC) in Johannesburg, South Africa in 1983. He started his own practice in 1997 and was involved in several mergers and acquisitions, participated in a public listing and served on the Board of a public listed company as Financial Director. In 2008, he moved with his family to Charlotte, North Carolina. He soon discovered his qualifications meant nothing Stateside so he went back to school, passed the Series 65 exam and also the CPA, ABV and CFP exams. In 2019, he started out on his own and in October 2020 concluded a merger with a well established CPA firm, Ryan Geer & Co PA, to form Ryan Geer Field & Rhodes PLLC where he is an owner and partner.

Key takeaways from this episode include:

➥ how a tax and compliance focus dominates the current accounting profession

➥ what the IRS frustrates many accountants and CPAs with their changing tax regulations and demands

➥ comments on the M&A market and the buying and selling of accounting firms

➥ the biggest factor that makes an accounting practice very sellable with a high multiple

➥ how attractive the 'hourly-based' accounting profession is as a career choice for younger professionals

➥ how the career path has become more varied in the last 20 years for newly qualified accountants

➥ the hidden problems associated with growth in accounting practices and with taking on more clients

➥ the kind of freedom and trust that makes a CPA practice or accounting firm more attractive to talent

➥ the difficulties in driving culture in a hybrid working environment for accounting firms

➥ the importance of smaller accounting firms being part of a larger international network or association like Russell Bedford International

➥ the difference between accounting qualifications in different countries

➥ the agenda of software and fintech vendors in driving the accounting profession forward

➥ the difference between more modern virtual vz more traditional 'relationship focused' accounting practices

➥ what makes an accounting or CPA practice a good purchase or attractive sellable entity

➥ the importance of sound technical knowledge from accountants serving business owners who struggle with finances

➥ why government led initiatives like 'Making Tax Digital' might be the biggest threats to the accountancy profession

➥ best advice for accounting firm and CPA practice owners to stay relevant and competitive

https://www.ryangeer.com/

https://www.linkedin.com/in/craighfield/

Also on youtube as a visual audio file here: https://www.youtube.com/watch?v=dUSF1yLVIEE

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great shows in the Accounting Influencers Podcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencer

Mentioned in this episode:

About Talent in Accounting

Welcome to Talent in Accounting, one of the world's leading podcasts in this genre, with several spinoff shows. Our focus now is on talent, a significant challenge for the accounting world. We interview experts, influencers, and leaders on various aspects of talent, from culture to leadership, mental well-being, and more.

As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?

You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.

Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.

You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.

Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.

By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.

In this episode, "Why Influence Matters in the World of Accountancy", you'll hear/we discuss

Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.

You can also watch a video of this episode on Youtube here: https://youtu.be/p_o_NO37jOA

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great shows in the Accounting Influencers Broadcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ

➺ Twitter: https://twitter.com/accinfluencers

➺ Facebook: https://www.facebook.com/accountinginfluencers

━━━━━━━━━▲━━━━━━━━━

Mentioned in this episode:

About Talent in Accounting

Welcome to Talent in Accounting, one of the world's leading podcasts in this genre, with several spinoff shows. Our focus now is on talent, a significant challenge for the accounting world. We interview experts, influencers, and leaders on various aspects of talent, from culture to leadership, mental well-being, and more.

As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?

You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.

Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.

You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.

Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.

By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.

In this episode, "Why a Noble Cause Can Build Accounting Influence", you'll hear about whether you're forced for good? Do you make a difference for the better? Do you have a crusade, a desire to change the world? To make an impact? to give back. This speaks to your benevolence, your attitude to competition. Is the pie getting bigger? Are you collegiate and collaborative or adversarial and competitive?

Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.

You can also watch a video of this episode on Youtube here: https://youtu.be/S_PkroSFC84

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great shows in the Accounting Influencers Broadcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ

➺ Twitter: https://twitter.com/accinfluencers

➺ Facebook: https://www.facebook.com/accountinginfluencers

━━━━━━━━━▲━━━━━━━━━

Mentioned in this episode:

About Talent in Accounting

Welcome to Talent in Accounting, one of the world's leading podcasts in this genre, with several spinoff shows. Our focus now is on talent, a significant challenge for the accounting world. We interview experts, influencers, and leaders on various aspects of talent, from culture to leadership, mental well-being, and more.

On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.

Episode 16. In today's interview, "The Role of Coaching for Accountants: Jackie Meyer."

Jackie Meyer specializes in providing innovative tax strategies for executive clientele for a high return on investment. She leads her own team of top-tier public accountants spanning across the US operating with 100% virtual workflows and is a top-rated speaker, business coach, and social media influencer with thousands of students and followers. She served on the Intuit Tax Council (2016-2019) and the Forbes Finance Council (2019-present). Recent honors include 40 under 40 CPA Advisor Winner (2018/2019/2021) and AICTC (American Institute of Certified Tax Coaches) member of the year (2019). Jackie is a proud proponent of lifelong learning and will complete her Doctorate in Strategic Leadership from Regent University.

Her passion is coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants. She also coaches Accountants to become better tax planners with TaxPlanningMasterclass.com Giving back is her top priority, so she works with local and global non-profits on educational and equality initiatives.

You can also watch this interview on youtube here:

Key takeaways from this episode include:

➺ how an accountant can fall in love with and be passionate about tax preparation work

➺ the reasons why this has been the worst tax year for accountants and CPAs ever

➺ the single biggest problem accountants and CPAs are having in their everyday roles

➺ what makes being coachable and having coaches vital for accounting professionals

➺ how an accountancy professional can spend two years working for Deloitte and learn nothing

➺ how professionals learn new skills and knowledge according to the 70-20-10 approach

➺ how to justify the time and money investment in a personal or business coach

➺ what makes accountants not as coachable or teachable as they could and should be

➺ what questions an accounting professional should ask themselves when considering taking on a coach

➺ the different kind of coaches and coaching approaches available to accountants

➺ how 'more people than you would expect' are not motivated by money

➺ the red flags that accountants and CPAs should look out for that might prompt the need for a coach

➺ the triggers for overload and burnout in accounting firm owners and leaders

➺ tips for accountants to delegate workload and outsource tasks

➺ a critical question a coach should ask accountants and CPAs to decide if the relationship will be successful

➺ the crucial role of accountability when being coached to make sure decisions are implemented and ideas executed

➺ the accountant as a coach - how adding this skillset helps them do much more for their staff and clients

➺ the impact of time blocking for busy accounting professionals to get things done

➺ tips for developing professionally and staying current in the accounting profession

Listeners can also check out this interview in video format:

Jackie has two children, three dogs, attends Life Church with husband Mark and travels the world as much as possible.

https://www.linkedin.com/in/jackiemeyercpa/

https://www.facebook.com/jackiemeyercpa

https://twitter.com/jackiemeyercpa

Jackie's personal website: JackieMeyerCPA.com

◤━━━━━━━━━━━━━━━━━━━━◥

A reminder of 5 great shows in the Accounting Influencers Podcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencer

Mentioned in this episode:

About Talent in Accounting

Welcome to Talent in Accounting, one of the world's leading podcasts in this genre, with several spinoff shows. Our focus now is on talent, a significant challenge for the accounting world. We interview experts, influencers, and leaders on various aspects of talent, from culture to leadership, mental well-being, and more.

As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you?

You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment.

Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation.

You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients.

Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence.

By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free.

In this episode, "The Vital Role Status Plays in Accounting Influence", we discuss how to speaks to clout or impact. Who knows you in the higher up, significant or powerful circles? Are you recognised? Do you have kudos and cache that opens doors. What access do you have to people who make decisions, command followings and hold budgets?

Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role.

You can also watch a video of this episode on Youtube here: https://youtu.be/7PJA939feLc

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great shows in the Accounting Influencers Broadcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ

➺ Twitter: https://twitter.com/accinfluencers

➺ Facebook: https://www.facebook.com/accountinginfluencers

━━━━━━━━━▲━━━━━━━━━

Mentioned in this episode:

About Talent in Accounting

Welcome to Talent in Accounting, one of the world's leading podcasts in this genre, with several spinoff shows. Our focus now is on talent, a significant challenge for the accounting world. We interview experts, influencers, and leaders on various aspects of talent, from culture to leadership, mental well-being, and more.