https://bdacademy.pro/wp-content/uploads/2020/06/andy-codd.jpg ()Andrew Codd is a bestselling author, speaker, coach, trainer and podcaster. He regularly contributes finance thought-leadership via the top-rated Strength in the Numbers Show (#SITN). He is listened to in 150+ countries worldwide, and helps create more influential finance professionals who solve meaningful problems for their organisations. He has over 20 years’ experience in leading and effectively developing Global Finance and Sales talent at recognizable brands like Pepsi, Three, Virgin and Dell in a variety of countries across different continents. Shownotes:

How the podcast #SITN Strength in the Numbers started

Why accounting and finance is in a good place for opportunity, but not in execution

How data gives huge power and opportunity which is not always realised either in practice or industry

Why accounting and finance professionals are not as influential and relevant as they could be

The huge opportunities around working capital for finance professionals

How insights that deliver huge value mean nothing without the influence to communicate them

A unique definition of value which will help you deliver impact in your accounting or finance role

How coachable accounting and finance people are as a breed

What accounting and finance professionals must do to remain relevant and impactful in their role

Why providing value as a finance or accounting professional is just the start of making a difference

The power of stories to engage audiences with data and insights

How to use a 'trust account' for greater credibility and influence

What makes an accounting or finance professional 'promotable'

The importance of sponsorship for career progression in finance and accounting roles

Why there is no such a thing as a self-made millionaire or successful entrepreneur

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Currently Andrew is a senior member of Dell’s Aftersales Finance Operations, which is responsible for partnering with Sales teams across the world to optimise the return from its $5bn global support services portfolio. He is also President of AVF Worldwide which delivers customised end-to-end managed learning solutions and analytics software that helps Finance and Sales teams drive measurable top- and bottom-line improvements at mid-sized recurring revenue businesses who don’t have the scale of finance teams at larger enterprises.

When he's not working, Andrew can be found enjoying the treasures of the Wild Atlantic Way with his young family in the southwest of Ireland. He enjoys reading, hiking and is a huge Munster rugby fan.

https://sitnshow.com/ (Website )

https://www.linkedin.com/company/sitnshow (LinkedIn )

https://twitter.com/andrewsitn (Twitter)

https://bdacademy.pro/wp-content/uploads/2020/06/ilya.jpg ()Ilya Radzinsky is a co-founder of TaxDome, a tech company born out of deep understanding of tax and accounting business needs. About 8 years ago, he and his brother built a custom software system for a tax practice, which grew 10 to 70+ staff. Out of this they launched TaxDome in March 2017. TaxDome is the most intuitive, all-in-one cloud-based solution for tax practice management. Shownotes:

What a pioneer remote accounting firm looks like

Why the fastest growing and largest accounting firms are all investing in technology

What smaller accounting firms need to be able to compete with larger firms who can invest more in technology

Why change is scary for accounting firms and is often met with resistance

Tips to lessen friction points when taking on new technology in your accounting firm and ensure maximum integration

How software and app overload stop most accountants from doing what they do best

The downsides for accountants of using different software systems for staff and clients

The problem with email as a channel to swap confidential information with accounting clients

Factors an accounting firm should consider with their choice or practice management software

Fact: the accounting firms AND the businesses they serve grow fastest when they invest in technology

The biggest challenges accounting firms face if they want to grow

Critical tips for making your accounting business more sellable and more valuable

Why accounting firms should never compete on price

Discover the only thing that stays constant in the business world

Why the older people are massively underestimated in terms of their contribution to and understanding of business

The magic approach that will more quickly drive change in your accounting firm

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When he's not working, Ilya enjoys getting friends together. He's hosted 7 friendsgivings - just like Thanksgiving except with groups of friends instead of just family. He loves skiing and goes on 6 annual ski trips with large groups.

Contact Ilya:

http://www.taxdome.com (Website )

https://www.linkedin.com/in/ilya-radzinsky/ (LinkedIn )

http://[email protected] (Email)

Ron Saharyan is an expert in sales processes/systems, hiring, scaling, and operations. He started Profit First Professionals in 2014 with Mike Michalowicz. He has since certified and taught Profit First to hundreds of accounting, bookkeeping and coaching firms globally.

Whether a newer business or a 100-year-old firm, Ron has taught firm owners how to properly experience, practice, implement, monetize and share Profit First with their customers. He is an expert in value pricing and has created the Profit First Value Pricing Curriculum. Shownotes:

The Profit First methodology that came out of the 'envelope budget' approach

A behavioral cash flow system that goes against how businesses have been taught for years

Two reasons why profit is so important in a business

Why accountants and bookkeepers are in a very strong position right now

Two mistakes accounting firms make which stop them from growing

How accounting firm business models are changing and what's driving that change

Why most accounting firms growing on compliance are an algorithm away from being obselete

The reasons why accountants are good at learning but struggle with changing and being coachable

Breaking down the Profit First methodology of sales-profit=expenses

The difference between real revenue and top line revenue in running a business

What's wrong with the traditional sales-expenses=profit formula

The biggest challenge accountants have with cash flow management

The vital role of empathy in changing behaviors of accountants and business owners

What stops accountants and bookkeepers from being more 'relatable' to their clients

Why it's hard for clients to switch accountants and how to unseat the incumbent firm

The one question accountants can ask to be much more empathetic

How accountants can protect their time more and avoid 'over-servicing' their clients

The one thing accountants must protect to grow and scale their business

Practical examples of 3 tier pricing for accountants and bookkeepers

What it actually means to scale a business on a commercial and a personal level

The rule of '3 and 10' when hiring and growing and how business owners get it wrong

What being proactive actually looks like for accountants and bookkeepers

The critical questions clients ask themselves in deciding whether to switch from one accountant to another

Why change is good and why optimism is the only mindset of any value

The profit management blueprint and why accountants who want to add value to clients need to embrace it

What will happen to the accountants who can't or won't change

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Contact Ron:

https://profitfirstprofessionals.com/ (Profit First website )

https://www.linkedin.com/in/rpjohnston/ (Rob on LinkedIn )

Daniel Teacher is the Managing Director at T-Tech and oversees sales within the business. He is also hands-on with T-Tech’s clients, a large number being the top 200 UK accountancy firms. Prior to T-Tech, Daniel worked at Deloitte as a Management Consultant for 4 years, on global transformational projects for some of the world’s largest banks. Shownotes:

How accounting firms differ in their approach to technology from other sectors

Why there are literally NO large accounting firms who are good with technology

The three types of accounting firms when it comes to technology

The single biggest reason accountancy firms have poor technology capability

Why clients have such low expectations of their accountants and the disastrous effects of that

What stops accountants from adapting better to technology in driving performance and profitability

The three aspects of keeping up to date with technology that accounting firms encounter

'Born in the cloud' accounting firms usually tend to have less than 20 people

Technology advancement in accounting firms is vital for better client service

What accounting firms should do to avoid requiring so many different tech and software solutions

The cost of new accounting software is actually only a small consideration in bringing it into your firm

The biggest frustration in handling the Tech of a large accounting firm

Accountants are strong business advisors but often not good at running a business themselves

The key focus for accounting firms in coming years when it comes to technology

The best way to deliver technology change to accountants

The best ways to attract to talent to your accounting firm

Accountants note - the staggeringly high % of a client tax return that is not added value

Best advice for accountants who want to drive technological change through their firm

The biggest reason IT projects fail in accounting practices

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Daniel is a patron of Norwood, one of the largest charities in London, and is a cycling enthusiast. He has participated in multiple charity bike rides in different locations around the world. He enjoys family holidays and has completed over 30 sky dive jumps!

Contact Dan:

http://www.nmgi.com (Dan's website )

https://www.linkedin.com/in/rpjohnston/ (Dan on LinkedIn )

https://twitter.com/RPJohnston (Dan on Twitter)

James Molfetas is a chartered accountant who left the accounting profession in 2011 to concentrate on internet marketing. Today he coaches accountants how to get a minimum of 2 new clients every month by using his proprietary “Regular Accounting Client Blueprint”. James is the CEO and Founder of the training sand sales funnel implementation company, Regular Clients.

James in an international number one best-selling author of marketing books helping accountants to get more clients and sell more products and services by leveraging the internet. In his 30-year financial career, he was a financial director in both private and listed companies as well as a partner in a small 3-partner audit practice. Shownotes:

"If your accounting firm is not on the internet, you'll be out of business"

How the internet has changed the game for how accountants and accounting firms market themselves

The first thing a buyer or prospect will do if they want a new accountant or advisor

The trap of compliance - it might be where the money is for many accountants, but it's actually just a commodity

How digital disruption has hit the accounting profession harder than any most others

The important things accountants must do in today's competitive marketplace

How the cloud has given accountants a new lease of life, even though it presents an even bigger problem for them

Why it's actually easier for an accountant or accounting firm to differentiate themselves than ever before

The vastly different attitudes to the internet with older and younger accountants

How bookkeepers are taking over what more qualified accountants used to do, with drastic consequences for accounting firms who do not evolve

The increasing trend of accounting firms putting their prices on their website

The number one reason accountants must move into the cloud and prioritise advisory

True or false - some accountants don't even talk to clients face to face any more?

What accountants must to to reduce the cost of new client acquisition

The big problem accounting firms have when they rely on word of mouth for new business

Why accountants are at a disadvantage to other professions when it comes to their professional qualifications

The downsides for accountants if they are not prepared to niche or specialise in targeting certain clients

Tips for accountants who need to help prospects switch from their incumbent advisors

The critical factor that is making clients more likely to switch accounting firms

What should be the ultimate goal when accounting firms source a new clients online

Why for most accountants, LinkedIn is the natural digital platform to be on

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When he's not working, James loves performing magic tricks for his two kids. He also used to be a provincial chess player in his youth.

Contact James:

http://www.regularclients.com (James' website )

https://www.linkedin.com/in/jamesmolfetas/ (James on LinkedIn )

http://[email protected] (Email James)

Phone number: 2711 - 452 - 5682

Nathan Littleton is a marketer, professional speaker and author who specialises in helping businesses to grow by attracting and winning more customers.

Having started his first business at the age of just 12, he has become one of the UK’s best and brightest young business figures, with more experience than most people twice his age. More than a decade on, he’s worked with thousands of businesses across the UK and around the world to transform their online marketing and help them to generate better results.

Each year he sends more than a million emails on behalf of his clients, and his proven track record has led to him working with businesses ranging from small accountancy firms to international franchises. As an in-demand conference speaker, he also speaks regularly on different aspects of online marketing.

Shownotes:

The big difference between accounting firms and other businesses

Why accounting firms struggle to differentiate themselves against their competition

The consequences of lower trust for accountancy firms, particularly with lost revenues

The factors that make an accounting brand more credible and believable

The power of shareable client experiences to build credibility for accounting firms

How word of mouth has changed over the years, especially with the online world

How advertising saturation makes it hard for accounting firms to market themselves

Few accounting firms personalise their client experience and thus don't make them feel special

The power of personalisation to increase word of mouth in accounting clients

Does your waiting room experience make or break what clients are saying about your accountancy firm?

Following processes can sometimes go against a memorable client experience for accountants

The need for accountants to take risks to be more memorable and credible with their clients

The importance of keeping promises to develop high levels of trust and loyalty

The critical ingredient that makes a referral much easier to make for an accounting client

What to do as an accounting firm when your competition make the same claims as you

The role of the 'red box' in giving accounting firms a competitive edge

Identifying the critical touch points in the accounting firm customer or client journey

A very simple thing that takes massive advantage of critical moments of truth with clients

The power of lifetime client value in accounting firm success

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Contact Nathan:

http://www.nathanlittleton.co.uk (Nathan's website )

https://www.linkedin.com/in/nathanlittleton/ (Nathan on LinkedIn )

http://[email protected] (Email Nathan)

https://twitter.com/NathSpeaks (Nathan on Twitter)

Phone number: 07708029038

Randy Johnston, MCS has been a top-rated speaker in the technology industry for over 40 years. He has started and owns multiple businesses including K2 Enterprises in Hammond, Louisiana and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His experience as a college instructor, management and technology consultant, and advisor to the profession will be obvious to you in today’s presentation.

His influence throughout the accounting profession is highlighted once again this year by being a recipient of the 2019 Accounting Today Top 100 Most Influential People in Accounting award for the sixteenth consecutive year.

Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, articles for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books.

Shownotes:

How the accounting profession has changed over the past 50 years, particularly in recent years

Why accounting is not keeping up well with the rate of technology change

The ways technology has made accounting easier, especially in how innovative accountants deal with their clients

Client experience has improved but not in line with client expectations

The biggest problem with much accounting software and why it's coming to market 'half-baked'

The biggest mistakes accountants make when choosing and implementing technology

The two things accountants should look for when choosing technology to run their firms

How some software and tech vendors fool accounting firms into wrong purchases

Updates on technology around workflows, security, collaboration and mobile

Why curved screens and monitors and 3D printing are the next big things in computing

The art of making the complex simple when it comes to technology

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When he's not working, Randy spends time with his wife and four children enjoying many experiences together including theatre, music, travel, golf, skiing, snorkeling and model trains.

Contact Randy:

http://www.nmgi.com (Randy's website )

https://www.linkedin.com/in/rpjohnston/ (Randy on LinkedIn )

https://twitter.com/RPJohnston (Randy on Twitter)

Christine Nicholson co-founded Succession Plus UK to focus on Exit and Succession Planning, helping business owners get more from their life’s work. Starting from scratch, she built her consultancy and now transforms lives and businesses with a mix of straight talking advice, mentoring and empathy. Shownotes:

Why the accounting and finance function is changing rapidly for the better

The two qualities that makes a business and its owner much happier

Why 'exit' is such a hot topic in the accounting world

The two possible ways owners and founders will exit their business

The four horsemen of the Apocalypse that force business owners to retire or leave

The % of businesses coming onto the market that never get sold

The staggering number of business owners who leave their business in unplanned circumstances

The role accountants should play in the 'exit conversation' with clients

The three types of accountants when it comes to helping their clients sell

What accountants need to do to be better business advisors

The difference between succession and exit in terms of control, revenue and power in a company or firm

The things accounting firms get wrong when it comes to succession and exit

As the baby boomer era nears an end, we face the biggest inter-generational transfer of wealth ever

Why accountants should work personally with exit specialists

The kind of things really good accountants say to their clients

Words of advice for accountants to have 'what next?' conversations with their clients

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In her spare time, Christine enjoys taking care of her one house plant and her garden. She likes going on adventure hikes with yoga in between. Contact Christine:

http://www.successionplus.co.uk (Her website )

https://www.linkedin.com/in/christine-nicholson/ (Christine on LinkedIn)

Katie Thomas, CPA is a technology advisor and marketing consultant for professionals in the accounting industry. Katie empowers firms of all sizes to thrive in the age of digital disruption, through advanced marketing strategies, agile process development, and the implementation of intelligent software solutions.

Katie has helped businesses worldwide foster an innovative corporate culture, grow their bottom line, and deliver exceptional client service through the adoption of emerging technologies. A rigorous approach to planning and execution promotes consistent, sustainable growth while avoiding short-term pitfalls typically associated with organizational change.

Shownotes:

Which country is leading the world with technology in the accounting world

How being smart sometimes stops accountants from asking for help

What future proofing an accounting firm looks like, particularly with technology

The biggest performance challenge accounting firms have

Specific criteria for onboarding, collaboration and practice management in accounting firms

Combining disparate applications is overwhelming for many accounting firms

How marketing connects the dots into accounting firm processes

The biggest roadblock accounting firms have with allocating a marketing budget

The number one difficulty CPAs and accountants have in differentiating themselves

Considerations for corporate and personal branding in accounting firms

All accountants already have a personal brand, but they are not doing one specific thing with it

https://bdacademy.pro/wp-content/uploads/2020/04/katie_thomas.png ()When not working, you can find Katie hanging out with her husband Chad, taking a yoga class, riding her horse, or on a walk with her furbaby, Oscar. Contact Katie:

http://www.katiethomascpa.com (Katie's website )

https://www.linkedin.com/in/katiethomascpa/ (Katie on LinkedIn )

Email her: [email protected]

https://twitter.com/katiethomascpa (Katie on Twitter)

Ian Khan is the creator of the Future Readiness Score (FRS), a KPI he developed to help organizations counter disruption and become efficient, impactful and relevant in the future. He works with Private and Public sector organizations worldwide and is a leading thinker and industry advocate.

Ian is a CNN featured Technology Futurist, 3 times TEDx Speaker, Director of highly acclaimed documentary “Blockchain City", Bestselling author of “7 Axioms of Value Creation”, and contributor to many publications including McGraw Hill and Forbes. He is also a founding member of the Government Experience (GX) initiative by the Prime Minister’s Office, UAE. Shownotes:

Why hype vs reality is the key argument when talking about technology

The greatest challenges facing accountancy today

Accountancy has stayed much the same for 500 years

The big drivers now changing the accountancy profession

Why there is confusion over how blockchain and AI is evolving

Insights on blockchain and AI from a technology futurist

How movies are influenced by future technologies

Shout out to Ian's Amazon backed documentary: AI = The Next Frontier

Why graduates and millennials are less willing to work for accounting firms

The expectations that clients now have from accounting firms

Why accounting firms need to think differently for better client engagement

The need for accountancy firms to invest in new technologies

There's a cultural revolution taking place in accounting firms to attract talent

Why accountants are some of the smartest people on the planet but need to change

What future readiness looks like for accounting firms

How technology is changing exponentially and not linearly for accounting firms

Why accountants need to take more risks than they have traditionally done

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In his spare time, Ian enjoys reading, shooting, nature and film-making. Currently his time is taken up by working on two films “AI – The Next Frontier” and “GX Now – Government Experiences Worldwide”. Contact Ian:

http://WWW.IANKHAN.COM (Ian's website )

https://www.linkedin.com/in/iankhanfuturist/ (Ian's LinkedIn )

Email him: [email protected]

https://twitter.com/IanKhanFuturist (Ian on Twitter)