Rob Brown sits down with Calvin Harris, the CEO of the New York State Society of CPAs. Calvin discusses his role in leading the organization that represents CPAs in New York State and beyond. He shares his perspective on being a CPA and the importance of the credential.

Calvin talks about the challenges and opportunities facing the accounting profession today, emphasizing the need for CPAs to demonstrate their relevance in a changing landscape. He highlights the role of technology, communication, and storytelling in showcasing the value of the accounting profession to younger generations.

The conversation also touches on the impact of the COVID-19 pandemic on the profession and the lessons learned from it. Calvin shares insights into the evolving role of CPAs and the importance of adaptability.

Tune in to gain valuable insights from Calvin Harris on the state of the accounting profession and the path forward for CPAs in a dynamic world.

Calvin Harris Jr., CPA (MD), is the CEO of the New York State Society of CPAs, the oldest state accounting association in the U.S. With 30+ years of executive experience, he's been a CFO, auditor, forensic accountant, consultant, and entrepreneur.

A Morehouse College graduate, Calvin previously served as the SVP & CFO of the National Urban League in NYC and CFO of Baltimore City Community College. He's held leadership roles at organizations like the United Nations Foundation, NeighborWorks America, Legal Services Corporation, and Aeras Global TB Vaccine Foundation. His career began as an auditor at Arthur Andersen.

Calvin, the 24th Chairman of the Board and National President of the National Association of Black Accountants, has a deep passion for the accounting profession, inspired by his mother, a high school bookkeeping teacher. A Maryland native, he now calls Brooklyn, New York, home.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

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

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

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

Mentioned in this episode:

YouTube CTA

Rob Brown were joined by a true visionary in the world of finance and entrepreneurship, Adam Lean.

Adam Lean's journey from accountant to two-time entrepreneur is nothing short of remarkable. He's built, scaled, and successfully sold two businesses, all while honing his expertise in financial management. Today, he's the driving force behind The CFO Project, a training company that equips financial professionals with the skills to provide outsourced CFO and business advisory services.

Join us as we dive deep into the world of accounting and entrepreneurship with Adam Lean. In this episode, we explore what clients genuinely seek from their accountants and strategies for growing your practice without increasing your workload. We delve into assessing your readiness to provide business advisory services and discuss how to attract new clients through these offerings. Additionally, Adam shares insights on maximizing value by upselling business advisory services to existing clients, effective pricing strategies for these invaluable services, and the critical transition from a time-for-money model to achieving true business ownership.

Adam Lean is a dynamic individual with a background as a former accountant turned successful entrepreneur, having built, scaled, and sold two businesses. However, his true passion lies in teaching and empowering other business owners. Recognizing the importance of financial success and peace-of-mind for entrepreneurs, Adam is dedicated to providing valuable tools and resources to help them make informed decisions, increase profitability, and achieve a sense of security in their endeavors. Through his expertise and experience, he strives to make a positive impact on the lives of business owners, guiding them towards greater prosperity and fulfillment.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

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

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

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

Mentioned in this episode:

YouTube CTA

Rob Brown has the the privilege of hosting Richard Francis, the visionary Founder and CEO of Spotlight Reporting. As a global business intelligence software company dedicated to serving accounting firms and CFOs, Spotlight Reporting has been at the forefront of transforming the accounting profession. Richard takes us on a journey through his personal and professional evolution, from his early days in accounting to the pivotal moment when he saw the need for revolutionary reporting, forecasting, and consolidation tools.

Richard's passion for driving change in the accounting landscape shines through as he discusses Spotlight Reporting's mission: to empower accountants and CFOs to provide meaningful, value-added services. He emphasizes the importance of advisory services, a topic often overshadowed by compliance, and shares his vision of accountants as catalysts for profound change in their clients' lives.

The conversation delves into the recent survey conducted by Spotlight Reporting, revealing fascinating insights into accountants' readiness to embrace transformation and the shift towards more advisory-focused services. Richard's intellectually curious nature and commitment to innovation shine through as he explores the evolving role of technology, artificial intelligence, and the changing dynamics of hiring in the accounting profession.

This episode is a must-listen for anyone interested in the future of accounting and the incredible opportunities it offers in a rapidly changing world. Join us as we embark on a journey of discovery, uncovering the exciting prospects that lie ahead for accountants and CFOs alike.

Richard Francis is the visionary founder and CEO behind Spotlight Reporting, a global business intelligence software company catering to the needs of accounting firms and CFOs. Since its inception in 2011, Spotlight Reporting has grown to include over 50 dedicated professionals spread across Australia, the UK, Canada, the US, and New Zealand. Today, it proudly serves as the trusted tool for over 2,000 forward-thinking firms, impacting over 100,000 businesses each month. Notably, Spotlight Reporting has garnered numerous prestigious awards, solidifying its position as a multi-award winner in the industry.

Before his remarkable journey with Spotlight Reporting, Richard served as a General Manager at Xero from 2012 to 2014. His expertise in software development led to the successful acquisition of his own software business in 2012. Prior to venturing into the tech world, Richard began his career as a Chartered Accountant, honing his skills at a prominent firm. He later embarked on a transformative journey to the UK, where he spent four enriching years.

Upon returning to New Zealand in 2001, Richard and his wife, Julie, embarked on an entrepreneurial path, establishing a 'boutique' advisory practice. This endeavor focused on delivering Virtual CFO and strategic services, further enriching Richard's extensive and diversified background in the accounting and software industries.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

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

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

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

Mentioned in this episode:

YouTube CTA

Martin Bissett featuring Gordon King from The World of Twist, the conversation delves into the intersection of creativity and accounting in the music industry. Gordon King shares insights into the rise and fall of The World of Twist, a band he co-founded, shedding light on the financial dynamics within the group. As creative professionals navigating the music scene, the band members initially had little business acumen and entrusted their manager with handling finances. Gordon reflects on the naivety and excitement that often accompany young musicians signing major record deals, highlighting the importance of understanding contracts and financial arrangements in the music business. The discussion provides a fascinating glimpse into the challenges faced by creative individuals when dealing with the business side of their careers.

World of Twist was an English indie pop band formed in Sheffield in 1985, experienced various lineup changes throughout history. The band's original lineup featured James Fry (vocals), Andrew Hobson (bass guitar), Gordon King (guitar), Tony Ogden (drums), Rory Conolly (saxophone), Nick Phillips (organ), and Andy Robbins (synthesizer). After disbanding, a new lineup emerged in Manchester in 1986.

While the band gained attention for their live shows and radio sessions, their debut album, "Quality Street" (1991), didn't receive significant critical or commercial success. Despite not touring North America, "Sons of the Stage" succeeded in Toronto and New York. Creative differences and Ogden's decision to stop singing contributed to the band's dissolution in 1992.

QUATERMASS III is the pilot recording of this exciting project that came from the minds behind World of Twist, Earl Brutus, and The Dials. Presented by The Ministry of Light Entertainment in collaboration with the British Experimental Rocket Group and Science Monthly, QUATERMASS III promises to be a unique and groundbreaking musical endeavour.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

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

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

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

Join host Rob Brown on this captivating episode of the Accounting Influencers Podcast as he dives deep into the entrepreneurial mindset with special guest Nathan Hirsch. Nathan, a lifelong entrepreneur, is renowned for his unique focus on the often overlooked but vital aspects of entrepreneurship: bookkeeping and hiring. As the mastermind behind EcomBalance/AccountsBalance and Outsource School, Nathan has a wealth of wisdom to share about his journey and insights.

Nathan's entrepreneurial journey began with co-founding FreeUp.net in 2015, starting with a modest $5,000 investment. Listen as he recounts how he transformed this venture into a remarkable success story, scaling it to an impressive $12 million in yearly revenue before it was acquired in 2019. As a true testament to his expertise, Nathan continues to lead EcomBalance/AccountsBalance, a monthly online bookkeeping service tailored for eCommerce and digital businesses, and Outsource School, a membership platform dedicated to teaching business owners the art of effective online hiring.

With over 700 podcast appearances under his belt, Nathan brings his wealth of experience and knowledge to this episode. Delve into discussions about entrepreneurship, his worst moments, and pivotal lessons learned along the way. Explore the fascinating dynamics of selling a business, the due diligence process, and the factors that led Nathan to make such a monumental decision.

Discover Nathan's valuable insights into team management, remote Virtual Assistants (VAs), and tips for comprehending your business financials better. Gain exclusive insights into the inception and growth of FreeUp, the keys to its remarkable success, and the nuances of selling a business. Nathan's expertise also extends to his insights on the importance of delegation, hiring strategies, and common hiring pitfalls that entrepreneurs should be aware of.

Nathan shares his motivation behind starting Outsource School and EcomBalance, providing valuable insights into hiring distinctions, preferred hiring sources, and the significance of financial knowledge for business owners. As Nathan emphasizes the importance of financials in both operating and selling a business, he also shares his vision for the future of EcomBalance.

Don't miss this enlightening episode as Nathan Hirsch and Rob Brown uncover the entrepreneurial mindset, valuable lessons, and strategies that shape the landscape of successful businesses. Tune in for an engaging conversation that offers actionable takeaways for both aspiring and seasoned entrepreneurs alike.

Follow Nathan Hirsch on LinkedIn for more insights and updates on his entrepreneurial journey.

Nathan Hirsch, a lifelong entrepreneur, focuses on vital yet often overlooked aspects of business like bookkeeping and hiring. He owns EcomBalance/AccountsBalance and Outsource School. Known for co-founding FreeUp.net with a $5,000 investment, scaling it to $12M in yearly revenue, and selling in 2019, Nathan now leads EcomBalance/AccountsBalance and Outsource School. He's a featured guest on 700+ podcasts and can be found on LinkedIn.Links and Other Info

Personal Social Media:

● Facebook: https://www.facebook.com/nathan.hirsch/

● Instagram: https://www.instagram.com/realnatehirsch/

● Linkedin: https://www.linkedin.com/in/nathanhirsch/

Business Social Media Links:

EcomBalance

● Facebook: https://www.facebook.com/ecombalance/

● Instagram: https://www.instagram.com/ecombalance1/?hl=en

● Linkedin: https://www.linkedin.com/company/ecombalance/

Accounts Balance

● Facebook: https://www.facebook.com/accountsbalance1

● Instagram: https://www.instagram.com/ecombalance1/?hl=en

● Linkedin: https://www.linkedin.com/company/accountsbalance

Outsource School

● Facebook: https://www.facebook.com/outsourceschool1

● Instagram: https://www.instagram.com/outsourceschool/

● Linkedin: https://www.linkedin.com/company/outsourceschool/

Company Links:

● https://www.outsourceschool.com

● https://www.ecombalance.com

● https://accountsbalance.com

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

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

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

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

Mentioned in this episode:

YouTube CTA

In this episode, we are joined by Paul Barnhurst, an experienced financial planning and analysis (FP&A) professional. Paul shares his expertise in differentiating accounting from FP&A, highlighting how FP&A brings a forward-looking finance lens to guide strategic decision-making. Discover the critical role FP&A plays in budgeting, forecasting, and partnering with business leaders. Paul also sheds light on the essential social skills that complement technical expertise and elevate FP&A professionals as valued partners within organizations.

Distinguished as "The FP&A Guy," Paul Barnhurst boasts an illustrious career spanning over a decade in the finance landscape. His remarkable journey includes pivotal roles at industry titans like American Express and Solera, culminating in his current role as the visionary force behind a thriving FP&A consulting firm.

An esteemed influencer within the FP&A community, Paul's passion lies in sharing his invaluable insights and extensive expertise. His active presence on LinkedIn sparks vibrant discussions, while his thought-provoking webinars and training sessions empower finance professionals globally.

Paul's commitment to knowledge dissemination extends to his engaging podcast initiatives. The "FP&A Today" podcast, available on Spotify, provides a platform for in-depth explorations of financial planning and analysis. Additionally, his "Financial Modeler’s Corner" podcast showcases his prowess in simplifying intricate financial modeling concepts.

As the founder of "The FP&A Guy," Paul not only embodies the fusion of passion and proficiency but also exemplifies his dedication to fostering growth and innovation within the finance domain. His contact details, readily available for those eager to connect, reflect his genuine enthusiasm for forging meaningful relationships and sharing his wealth of wisdom. Website: thefpandaguy.com

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

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

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

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

In this episode, Terrell Turner, an accounting professional, shares his career journey from technical accounting to launching his own firm. He highlights the evolving role of accountants, shifting from working in the background with numbers to taking the front line in driving business decisions and influencing organizations.

Terrell emphasizes the importance of accountants becoming entrepreneurs and business owners, engaging in conversations about overall business strategy to add maximum value to their clients. He discusses the power of building influence within the accounting industry, especially through content creation, to enhance career prospects and ease interactions with non-accountants. Terrell also delves into the importance of niche specialization for accounting firms, sharing his experience in finding the right fit by focusing on law firms, which aligns with their staff capabilities and offers stable clientele. Through strategic networking, Terrell's firm has become recognized in the American Bar Association, illustrating the value of a targeted approach to building a successful accounting practice.

Terrell Turner is a trailblazing figure in the accounting world, recognized as the CEO of a prestigious accounting firm and a 40 Under 40 Black CPA. As a double-time Top 20 global finance influencer, his impact is profound and far-reaching.

At the helm of a New York Times-acknowledged accounting firm, Terrell leads a team dedicated to offering meticulous bookkeeping and CFO services, with a specialized focus on serving law firms.

Terrell's influence extends beyond his firm. He hosts engaging podcasts that unravel the intricacies of finance for business owners, translating complexities into actionable insights. An accomplished speaker, he effortlessly simplifies accounting and finance, leaving a lasting impact on stages and screens alike.

Terrell Turner's commitment to demystifying finance is reshaping the industry, making him an inspiration to professionals and entrepreneurs alike.

Website: www.TLTurnerGroup.com

Facebook - https://www.facebook.com/terrell.turner.7

Linkedin - https://www.linkedin.com/in/terrellturner/

Instagram - https://twitter.com/Biztalklibrary

Youtube - https://www.youtube.com/@stuffyouraccountantisnttelling

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

◣━━━━━━━━━━━━━━━━━━━━◢

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

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

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

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

In this episode, Jen Cryder, the CEO of the Pennsylvania Institute of CPAs (PICPA), shares her journey from an English major to a successful career in accounting. Representing around 20,000 accounting and finance professionals in Pennsylvania, PICPA serves as a unique state society dedicated to empowering bookkeepers and CPAs alike. Jen emphasizes the importance of diversity within the profession, where PICPA's membership includes college and high school students exploring accounting careers, practitioners in public accounting firms, and educators in corporate finance. With a strong focus on shaping the future of the profession, Jen discusses the challenges and opportunities of staying ahead in the ever-evolving landscape of accounting, driven by technology, changing standards, and human capital needs. Collaboration among state societies and stakeholders becomes paramount as they work together to address common challenges and share innovative solutions.

Jen Cryder is a trailblazing leader serving as the CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA). As a CPA with practical experience, she brings a valuable perspective to her role, adeptly solving problems and creating opportunities to benefit PICPA's members. Jen's leadership is characterized by transparency, integrity, and a diverse skill set that spans Finance, Accounting, M&A, Operations, Business Development, Change Management, Stakeholder Relations, and Nonprofit Organization Management. With a keen understanding of the evolving landscape of technology and capital markets, Jen navigates as an agile and collaborative executive, addressing disruptions and prioritizing the growth of the organization. She places equal emphasis on empowering diverse teams, ensuring all individuals have access to professional development opportunities to achieve their goals. Committed to member value, Jen fosters strong connections and engagement to tailor PICPA's programs, products, and services accordingly. Notably, as the first female CEO in PICPA's 125-year history, Jen is dedicated to honoring the organization's legacy while strategically shaping the future of accounting and finance with an unwavering focus on member success.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

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

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

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

Mentioned in this episode:

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Steven Hoffman delves into the dynamic changes taking place in the accounting industry driven by cloud-based technology and advisory services.

He emphasizes the significance of controllership, providing real-time financial information, and becoming a business coach to clients through advisory roles. The pandemic has accelerated the adoption of cloud-based solutions, transforming the way businesses operate and how accountants offer their services. Steven discusses the increasing importance of controllership, understanding economic realities, and translating them into actionable insights for clients. The debate over the necessity of credentials in accounting is also explored, with a focus on the value accountants bring through advisory expertise and modern tech tools. As the industry continues to evolve, accountants are moving towards value-based pricing and providing customized services that address the specific needs of businesses, ushering in a new era of financial consulting and forward-looking strategic planning.

Steven Hoffman is the entrepreneurial mind behind multiple successful ventures. From founding a non-profit at 15 to co-founding a software company in India, he has been driving innovation throughout his career.

As the COO of Woodard, Steven empowers accounting professionals nationwide to modernize and standardize their practices for business success. Additionally, he runs Mavergy, providing executive advisory services for growing businesses.

Passionate about leadership, Steven believes we need self-aware, empathetic, and courageous leaders now more than ever, unafraid of change. With expertise in various topics, including CAAS, he captivates audiences with his insights and inspiration.

Connect with Steven on LinkedIn: https://www.linkedin.com/in/thinkstevethink/ and witness his impactful journey of leadership and innovation.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

◣━━━━━━━━━━━━━━━━━━━━◢

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

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

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

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

Mentioned in this episode:

YouTube CTA

Adam Lean delves into the challenges accountants encounter in their quest to increase their income and the struggle to break free from being perceived as mere commodities. He emphasizes the need for accountants to transition into trusted advisors for small and medium-sized businesses, guiding them towards success and growth. Traditionally, accountants have been focused on recording the past, but Adam argues that they hold the potential to become forward-focused advisors, helping their clients make informed decisions for a thriving future. He stresses the importance of building trust with clients, providing clear and actionable advice, and understanding the unique needs of each business owner. By doing so, accountants can elevate their value and shake off the shackles of being seen as interchangeable entities, paving the way for a more fulfilling and prosperous profession.

Adam Lean is a dynamic individual with a background as a former accountant turned successful entrepreneur, having built, scaled, and sold two businesses. However, his true passion lies in teaching and empowering other business owners. Recognizing the importance of financial success and peace-of-mind for entrepreneurs, Adam is dedicated to providing valuable tools and resources to help them make informed decisions, increase profitability, and achieve a sense of security in their endeavors. Through his expertise and experience, he strives to make a positive impact on the lives of business owners, guiding them towards greater prosperity and fulfillment.

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

For more about the CFO Project: https://thecfoproject.com/start-a-cfo-service?utm_source=accounting-influencers&utm_medium=3N9K7QJ

◣━━━━━━━━━━━━━━━━━━━━◢

The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

◣━━━━━━━━━━━━━━━━━━━━◢

You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

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

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/london

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.com

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

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

Mentioned in this episode:

YouTube CTA