Accounting Talent Podcast

Episode 13. In today's interview, "New Business Models in Accounting with Ed Kless."

Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy. He develops and delivers curriculum for Sage business partners on the art and practice of small business consulting including the Sage Consulting Academy, Business Strategy and Customer Experience Workshops.

He hosts the Sage Advice Podcast and co-hosts the VoiceAmerica TalkShow Network’s The Soul of Enterprise with Ron Baker, founder of the VeraSage Institute where Ed is also a senior fellow. Now, as well as being a popular speaker at accounting conferences Mark is also a frequent blogger and contributor to various accounting journals, websites and Linkedin. His practice-focused articles for AccountingWeb, have been viewed over one million times.

Key takeaways from this episode include:

》the evolution of the business model in professional firms

》freedom and accountability at work are the same thing – to have accountability at work, you’ve got to give people their freedom

》some software companies have made the transition to cloud successfully, such as Adobe, and Sage are following in their footsteps

》accounting firms have to contend not just with a technology shift but a change in their optimum business models

》a frightening thought – the pace of change right now is the slowest it will ever be

》what is the single biggest disruptive threat to businesses according to Andy Grove of Intel

》how Apple changed the business model for the way people acquired music and what accounting firms can learn from this

》why Darwin is misquoted on survival of the fittest biggest, and who really survives in the accounting and fintech world

》what should be a key strategy for progressive accounting firms to enable them to future proof and see what’s coming up on the horizon

》the ultimate starting strategy question for accounting leaders (hint - it involves value creation)

》why putting too much emphasis on different generations in the workplace is like ‘astrology for business’

》how profits come from taking risk and what you should do with your money if you don’t want to take a risk

》the 3 types of risk that businesses can take (courtesy of Peter Drucker) and why they are hard to identify

》the single biggest reason why many accounting firms are not ready to move to the cloud

》why the business model of ‘we sell time’ is dying in accounting firms

》why so many accountants are not going into accounting firms but going into industry

》the difference between value, price and cost in any transaction

》having the benefit conversation and the value conversation to draw out value from clients

》why the next 5-10 years will see the virtual elimination of compliance work for accountants

》why accountants are positioned well for advisory, but bookkeepers are positioned even better

'Adaptability should be a key strategy for progressive #accounting firms - seeing what's coming up on the horizon' says @edkless on the Accounting Influencers Podcast #accountancy #accountex #advisory #accountinginsight

Ed is a contributor to industry publications, including the Journal of Accountancy, Harvard Business Review and HR.com, and has spoken at many conferences worldwide on project management, pricing, and knowledge workers. He is also active in the Information Technology Alliance (ITA) and was named to Accounting Today’s list of the 100 Most Influential People in Accounting for 2019. He lives north of Dallas with his wife and two children and ran for Texas State Senate in 2010 and 2012 as a Libertarian. Ed’s blog is at www.edkless.com and you can contact Ed directly here:

Ed on LinkedIn https://www.linkedin.com/in/edkless

Ed on Twitter https://twitter.com/edkless

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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, "Measuring Your Professional Influence in Accounting", you'll hear valuable context on the importance of influencer in gaining the attention of peers and prospects. People follow leaders and influencers, even if they are introverts.

Influence is a powerful currency. It gets impossible things done and tough things done faster. It opens doors and closes sales. It creates advocacy and reputation. In the accounting and fintech world, strategic partnerships and high level referrals come from your ability to trade your influence for dollars, deals and celebrity status.

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/6_VPa-Naze4

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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!

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FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage:

➺ 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 12. In today's interview, "Improving Accounting Recruitment: Khyati Sundaram"

Khyati Sundaram is the CEO of Applied: a behavioural science-backed tool for fair and de-biased hiring. Applied helps companies remove bias from hiring processes by removing gendered words from job adverts, anonymising applications, holding structured interviews and hiring based on skills (rather than proxies on CVs).

In this episode, we answer the following questions:

1. What is the best way of measuring accounting talent?
2. Do traditional hiring processes in accounting do a good job of hiring?
3. What kinds of candidates might accounting firms overlook as a result of a poor hiring process?
4. What wider issues might poor hiring and recruitment contribute to in accounting?
5. What changes can accountancy firms make to redress these issues and hire better quality candidates?
6. How do skills tests work for accounting roles?
7. How do candidates in the accounting talent pool feel about this approach?
8. What difference does a skills based approach in accounting make to successful hires on the job?
9. What does talent look like in the new world of work in accountancy firms?

You can also watch the youtube video of this interview here: https://youtu.be/RTDuTy1rH9Q

In her former life, Khyati’s pursuits range from co-founding and leading an AI company looking at sustainable supply chains, to investment banking with JP Morgan and RBS. She has a breadth of experience in data science, product development, and fundraising. She also holds an MSc in Economics from the London School of Economics and an MBA from the London School of Business / Wharton School.

In her spare time, Khyati likes playing badminton and is an avid weightlifter.

Contact her here:

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

https://www.beapplied.com/

https://twitter.com/beapplied

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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!

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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

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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 11. In today's interview, "Why Accountants Are Indispensable: Barbara Weltman."

Barbara Weltman is the founder of Big Ideas for Small Business, 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 many important books for small business owners. She is also a guest blogger for several sites and creates continuing education programs for accountants and attorneys. She has been named one of the 100 Small Business Influencers in the US and serves on the advisory board for the Small Business & Entrepreneurship Council in the U.S.

Key takeaways from this episode include:

➳ what makes accountants essential to small business owners beyond the legal requirements of tax and bookkeeping

➳ why today's small business owners struggle to handle their world without clear, unbiased advice from accountants

➳ the impact of globalisation and handling international transactions for business owners that requires specialist accounting knowledge

➳ some of the ways accounting professionals should be supporting small businesses beyond the tax and compliance work

➳ thoughts on logistics, inventory and supply chain issues that accountants must speak into for small business owners

➳ the different ways small businesses are defined according to the many stakeholders who support them

➳ the intricacies of business loans and why accounting advisors are best placed to help their clients make good funding decisions

➳ the benefits of tapping into a valuable network when business owners work with a well connected accounting advisor

➳ what business owners should be looking for in a suitable accounting professional and trusted advisor

➳ two reasons why a professional accounting advisor is worth investment from business owners

➳ warning signs for business owners who are not getting good value from their accounting advisors and so might need to move on

➳ when DIY accounting is okay for some business owners, but ultimately an accounting professional

➳ resources for business owners and their accounting advisors to work better together

➳ top tips for accountants, bookkeepers and CPAs to become more indispensable to their business clients

You can also check out this interview in video format on Youtube here:

https://youtu.be/RsXagJ19Vkc

Each morning year round, Barbara walks 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 heads up a book club in my neighborhood.

Find her on www.BigIdeasForSmallBusiness.com and @BigIdeas4SB plus:

https://twitter.com/BigIdeas4SB

https://www.facebook.com/BigIdeasForSmallBusiness

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

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

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

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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!

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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 10. In today's interview, "Social Media Marketing in Accounting: Tyler Clark."

Tyler S. Clark is the Co-Founder of Dream Firms, leader of the Proactive Accountants Community on Facebook, and the host of Dream Firms Spotlight on youtube. After having successfully built an accounting firm from scratch, adding six figures of new growth each year with cutting edge digital marketing and ethical sales techniques before a successful exit, he is now recognized as the go-to expert for top tier strategic guidance and actionable advice for accounting professionals who are dedicated to building their dream firms.

Key takeaways from this episode include:

➜ how the covid pandemic has affected accounting practices in both good and bad ways

➜ the two sided coin that is 'disruption' and how the best accounting firms use it to their advantage

➜ the two critical aspects of a 'dream client' for anyone' and especially accountants

➜ why social media should be viewed as internet 2.0 by accountants and marketing professionals

➜ cutting through the marketing noise for accountants with genuinely useful content for business clients

➜ advice for accountants who have fears or roadblocks about participating in social media marketing

➜ how marketing has changed and traditional marketing methods are no longer as effective for accountants

➜ the swing back and forth with digital and analogue (in person or old fashioned) marketing for accounting firms

➜ the problem for accountants and CPAs in getting too focused on the metrics of social media marketing

➜ first steps for bookkeepers, accountants and CPAs to make social media marketing work

➜ the role of outsourced marketing for accountants and how they can decide whether to bring in outside marketing support

➜ deciding whether to be on multiple platforms at the same time or choose one for accounting firm social media marketing

➜ what good content looks like for social media marketing in accountancy practices, and what NOT to do

➜ what accounting firm leaders and marketers should look for in their employees to boost their social media results

➜ Tyler's 3 top tips for effective social media marketing in accounting

Listeners can also check out this interview in video format: https://youtu.be/Kez1yUkDuss

When not working, you can find Tyler and his wife Marine nestled in heart of the French Alps alongside their Chowchow, Tea.

You can listen to or watch Tyler's previous interview on the show here:

"Stand Out Marketing for Accountants: Tyler Clark"

https://bit.ly/3vE0eT8

https://youtu.be/WdWrb_Nra5E

Connect with Tyler here:

https://www.linkedin.com/in/tyler-s-clark/

https://dreamfirms.com/

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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

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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 9. In today's interview, "Marketing in Accounting vz Legal with Casey Blake."

Casey is a creative strategic thinker who connects the dots and brings brands to life. With a background in accounting marketing and experience in both the for-profit and nonprofit sectors, she brings an ideal skill set for Kolibri Law Support Solutions. Prior to joining Kolibri Law Support Solutions, Casey was Director of Marketing at a Boston-based CPA firm. Before that she was a Marketing and Sales Client Strategist at a global accounting firm. Earlier in her career, she was a Marketing and Event Coordinator at a nonprofit that promotes awareness and advocacy for children's health and well-being.

Key takeaways from this episode include:

☞ what fractional law firm management looks like and what accounting firms might learn from the role

☞ the trend for professional firms to run a C-Suite rather than a managing partner and senior partner equity model

☞ the overload and multiple responsibilities facing many professional firm managing partners

☞ asking what is more competitive - the legal market or the accounting market

☞ the difference in approaches to winning clients and doing their jobs for accountants and lawyers

☞ how the retained fees and monthly recurring revenues of accountants affects the way they market

☞ the importance for some professional firms of attracting local and regional clients with SEO and geo-location marketing

☞ how globalisation is changing how professional firms can now go after clients from anywhere in the world

☞ how budgets vary significantly between professional firms depending on the priorities

☞ whether managing partners and leaders of accounting firms actually value the marketing function

☞ the movement in professional firms to bring marketing people to the top table of leadership in a CMO type role

☞ the importance for professionals in accounting firms to understand the need for marketing and business development activity

☞ the similarities around data, analysis, research and strategy when it comes to marketing in law and accounting firms

☞ shout out to AAM (Association for Accounting Marketing), LMA (Legal Marketing Association) and others to support marketing in professional firms

☞ what's coming up for the marketing role in accounting and CPA firms in coming years, particularly in the areas of people and talent

☞ how short videos will play a bit part for accounting practice marketing in a world of short attention spans

☞ best advice for accounting professionals who want more of a voice for their ideas when it comes to marketing themselves and their firm

Outside work, Casey enjoys a blend of at-home celebrations and travels (usually with a good book) with her husband and children. You can usually find her on a run around her neighborhood taking in the beautiful sights of the Mystic River.

https://www.linkedin.com/in/casey-blake-mosca-82a99324/

https://www.linkedin.com/company/kolibri-law-support-solutions/

https://www.kolibrilaw.com

You can also check out this interviews on youtube: https://youtu.be/r3BM0HgqPQ8

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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!

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└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘

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

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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 8. In today's interview, "Motivation in Accountancy with Michael Quigley."

Michael Quigley is a former teacher with an extensive experience of teaching, coaching and leadership, coupled with an enduring passion for fitness, wellbeing and growing people. He is a published author and regular blogger as well as the creator of online professional and personal development courses with his company Kataholos. His online learning platform empowers over professionals with e learning courses on stress, health and communication skills.

Key takeaways from this episode include:

➼ why the combination of people and tech means accounting is an exciting space right now

➼ what brings accountants closer to their clients in challenging times

➼ the importance of motivation for career and performance in a profession like accountancy

➼ what intrinsic motivation gives accounting professionals who want to stay relevant and competitive

➼ what will happen to the accountants and CPAs who are unable or unqilling to develop their skills

➼ the dangers for accountants of thinking reactively or retroactively

➼ the five types of motivation that accountants, CPAs and bookkeepers should be aware of

➼ the role of softer skills and not technical credentials that differentiates many accountants

➼ how accounting leaders and managers can motivate their people to do things they don't want to do

➼ what goes wrong with motivations and why promises like new year resolutions mostly fail

➼ the flaws for accountants in trying to motivate themselves by copying others

➼ two different attitudes or mindsets for accounting professionals to walk into a room

➼ what makes many accounting types 'situational extroverts' vz introverts

➼ how competence breeds confidence for professionals like accountants and CPAs

➼ the role of motivation for accountants in passing exams, going for promotions and handling big client workloads

➼ why accountants like frameworks, scripts, steps and processes to achieve more in life and work

➼ the upsides of practicing in private what needs to happen in public for accountants and CPAs

➼ the faulty thinking when it comes to comfort zones and what accountants can learn about growing

➼ the merits of a healthy culture and a strong learning environment in accounting firms

➼ two valuable pieces of advice for accountants who want to 'raise their game'

Check out this interview with Stephen Hamlet and Michael Quigley at International Accounting Forum 2022 https://bit.ly/3OTyD82

Outside of work, Michael is a keen musician, playing several instruments and playing in a rock band. He is fluent in Spanish and has a spanish speaking podcast, Comida para el viaje. He is a keen traveller, and loves to keep fit, regularly setting himself physical challenges to raise money for various charitable causes each year.

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

https://www.facebook.com/kataholosonboarding

@_kataholos on twitter

https://kataholos.co.uk/

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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 7. In today's interview, "What Stops Accountants Going Cloud: Kellie Parks."

Kellie Parks is an ardent devotee of online accounting platforms and loves all the apps that create a robust cloud accounting ecosystem. She adopted cloud financial technology for my own business in 2009 using Freshbooks for invoicing. She is certified or partnered in over a dozen cloud applications, is a proud member of the Intuit International Trainer Writer Network and the Freshbooks Partner Council.

Kellie is passionate about wanting every accounting professional to love running a cloud-based business with effective best practices, consistent communications and efficient processes, systems & workflows. She crafts those processes and automations for future thinking accounting professionals who believe in the mightiness of online technology, and has dozens of pre-built templates to take the pain of creating optimization in your firm off your plate. Key takeaways from this episode include:

how the pandemic has changed the way accountants and bookkeepers operate in the cloud

how covid has accelerated changes that were already starting to happen AND brought new changes for accountants and bookkeepers

the world of difference between true cloud accounting and accountants/bookkeepers who think they are in the cloud

why client models and work practices sometimes stop accountants and bookkeepers taking them into the cloud

defining exactly what 'cloud' means and why many accountants, bookkeepers and business people see it differently

unpacking security issues for accountants and bookkeepers who use them as excuses not to move into cloud accounting

the two types of people when it comes to working in the cloud, and why neither are ideal

the role of a security audit for accountants and bookkeepers plus their clients who are considering cloud accounting

the power of 'already making money' that stops many accountants and bookkeepers from changing what they do

the difficulties for accountants and bookkeepers in setting KPIs around moving to the cloud

the demand for change and shift to cloud that is coming from the clients of accountants and bookkeepers

the single biggest reason accounting and bookkeeping firms should be cloud based

what business owners and clients who want to switch accountants and bookkeepers are really looking for

why accountants and bookkeepers will lose out on winning new business from a younger and younger client base if they are not cloud focused

how cloud focused accountants and bookkeepers sit right in the middle of their clients' businesses and can therefore be much more useful

admitting how bad cloud based software was back in the early days and how much better it is now for accountants and bookkeepers

the role of culture and leadership in pushing a firm of accountants and bookkeepers to adopt cloud

what the future looks like for accountants and bookkeepers in the area of cloud accounting

words of encouragement for accountants and bookkeepers who want to drive change in the area of cloud accounting

Kellie and her husband Jeff, a Fly Fishing Guide have 3 grown kids and live with 2 unruly Australian Shepherds in a 100-year-old lakeside cabin (that is chronically under renovation). She is an avid runner, water & snow skier and live music fan. Contact her here:

https://www.facebook.com/kellieparkscalmwaters

https://www.linkedin.com/in/kellie-parks/

https://www.facebook.com/groups/TheWorkflowWateringhole/

https://twitter.com/kellie_parks

https://cloudaccountingtemplates.com/blog

https://calmwaters.ca/

You can also check out this interview on youtube: https://youtu.be/ZrgW1fPbNPg

◣━━━━━━━━━━━━━━━━━━━━◢

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 6. In today's interview, "Who Leads the World in Accounting with Mark Jenkins."

Mark has had over 20 years in Public Practice in New Zealand. In 2014, he sold his firm so that he could focus on his true passion - helping accountants to accelerate small business success. Mark joined forces with Viv Brownrigg, together creating The Gap so that Accounting firms throughout NZ, Australia and the UK can use Business Development content to maximise income without having to re-invent the wheel. Key takeaways from this episode include:

◆ what exactly the GAP Portal does to help accountants systemise and deliver advisory services

◆ what is happening in the accounting space in Australia and New Zealand that will spread globally

◆ why Australia and New Zealand are a few years ahead in the accounting and fintech space

◆ what a lack of protection for accountants means in the way they innovate and upskill

◆ how a need to innovate and embrace tech has led to rapid digital and practice transformation for professionals like accountants and CPAs in Australia and New Zealand

◆ an example of an accounting digital initiative new to the UK that has transforming accountancy in Australia and New Zealand for over 10 years

◆ the biggest fear for business owners that leads to a desperate need to get good accounting help and advice

◆ how the UK accounting set up is ahead of Australia and New Zealand in needing businesses to have a digital receipt for everything

◆ the factors that have led to adoption of cloud and tech by clients to drive change in their accounting advisors

◆ asking the question 'to what degree accounting firms are digitized in different parts of the world?'

◆ a checklist of the skills accounting professionals need to serve their clients well beyond technical competence

◆ why the biggest competitor for accountants is often their own complacency and a reluctance to innovate

◆ the problems with being the pioneers, the innovators and the early adopters in any field

◆ tips for recruiting and retaining top talent in today's accounting and fintech labor shortage

◆ the move to recruit banking, finance and other professionals into accountancy firms

◆ where the professional bodies may be falling short in their responsibility to make accountancy as a career more attractive

◆ what is going on with the trend to bring non-accountants and business CEOs in to run accounting firms

◆ the merits of offshoring for accounting firms and CPA practices who cannot access the talent they need locally

◆ the principle differences between offshoring and outsourcing when it comes to accounting talent

◆ the challenges of shaping culture in remote and hybrid working for accounting firms, with some quick win solutions

◆ what has changed in the world of accounting advisory in recent years, and why it is more important than ever for accountants to embrace

You can also check out this interview on youtube: https://youtu.be/jdepdA18O1w

In his downtime, Mark likes nothing more than getting up at the crack of dawn, pulling out his kayak, catching, filleting and BBQing his catch of the day. Contact him here:

https://www.thegapportal.com/

https://www.linkedin.com/in/mark-jenkins-59872a42/

◣━━━━━━━━━━━━━━━━━━━━◢

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 5. In today's interview, "Stand Out Marketing for Accountants: Tyler Clark."

Tyler S. Clark is the Co-Founder of Dream Firms, leader of the Proactive Accountants Community on Facebook, and the host of Dream Firms Spotlight on youtube. After having successfully built an accounting firm from scratch, adding six figures of new growth each year with cutting edge digital marketing and ethical sales techniques before a successful exit, he is now recognized as the go-to expert for top tier strategic guidance and actionable advice for accounting professionals who are dedicated to building their dream firms.

Key takeaways from this episode include:

☆ stepping out of the shadows of our fathers - the positive and negative influences on influencers

☆ the biggest challenge for accountants who want to make changes, and how to overcome it

☆ why growing an accounting firm is simple but not necessarily easy

☆ explaining why there has been a historical approach to almost every facet of running an accountancy firm

☆ where a lot of dissatisfaction in the accounting profession is coming from and why

☆ what makes accountants and CPAs surprisingly coachable and teachable

☆ how seeing themselves as problems solvers helps accountants advise better

☆ the difference between good accounting technician and effective tax planner and trusted advisor

☆ the cut off point for accountants to start saying 'no' to certain clients or prospects

☆ the biggest thing entrepreneurial accountants struggle with in deciding on their ideal clients

☆ the power of emotions that accountants can tap into in with truly helping their clients

☆ the role of niching for better marketing in accountancy practices

☆ the pain points and decisions blockers for accountants choosing the right niches or sectors to work in

☆ a great marketing method accountants might choose between two niches such as cannabis or crypto

☆ how accountants can avoid being a bottleneck in their own firm, particularly as the owner and leader

... and much more!

You can also check out this interview on youtube: https://youtu.be/WdWrb_Nra5E

When not working, you can find Tyler and his wife Marine nestled in heart of the French Alps alongside their Chowchow, Tea.

https://www.linkedin.com/in/tyler-s-clark/

https://dreamfirms.com/

◣━━━━━━━━━━━━━━━━━━━━◢

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.