Insights in Accounting

It's the "Insights in Accounting" show, usually going out every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to. In today's episode 30, "Accountants - How to Avoid Dehumanizing Technology" Rob Brown and Will Farnell comment on the how accounting firms are moving from technology and digital to the human and people side of teams and clients. We cover the addictive nature of apps and technology. We talk about 'screens as the new cocaine' in terms of the dopamine or pleasure hit users get with social media platforms. And we outline the steps accounting firms can take to put people front and centre despite the pull and power of technology. Source: https://karbonhq.com/resources/the-dehumanizing-effect-of-technology/ Be sure to subscribe to the Success in Accounting podcast going out every Monday - this will soon revert back to its old name Accounting Influencers Podcast. Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube https://www.instagram.com/accinfluencers https://twitter.com/accinfluencers https://www.facebook.com/accountinginfluencer Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube https://www.instagram.com/accinfluencers https://twitter.com/accinfluencers https://www.facebook.com/accountinginfluencers Mentioned in this episode: Dead Show / Youtube

It's the "Insights in Accounting" show, usually going out every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to. In today's episode 29, "How the Internet Is Changing Accounting Firm Websites" Rob Brown interviews accounting celebrity Carl Reader on what's changing for websites, social media and the internet for the accounting and fintech world. We cover: » how the most popular websites have changed over the years and why » how both the design and the technology have changed what makes a successful website » whether some businesses actually now need a website based on the increase in social media » what accounting firms can learn from the websites of SAAS and fintech vendors » how community websites and apps are now creating new online value in place of the traditional corporate website and much more... Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube https://www.instagram.com/accinfluencers https://twitter.com/accinfluencers https://www.facebook.com/accountinginfluencers Mentioned in this episode: Dead Show / Youtube

It's the "Insights in Accounting" show, usually going out every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to. In today's episode 28, "The Full Impact of Chat GPT and AI in Accounting" Here is the transcript for this show, generated by Chat GPT with some smart AI prompting questions: Hello, and welcome to the podcast. In this episode, we will be discussing the impact of Chat GPT, or Generative Pre-training Transformer, on the world of accountants and CPAs. First, let's define Chat GPT. It's a machine learning model developed by OpenAI that is able to generate human-like text and can be used to assist accountants and CPAs in a variety of tasks. But how did Chat GPT come about, and why is it making waves in so many industries? Chat GPT was developed by OpenAI, a leading artificial intelligence research lab, as a way to improve natural language processing. It builds upon the concept of pre-training, which involves training a model on a large dataset to recognize patterns and relationships in language. By pre-training a model on a massive amount of text data, it can then be fine-tuned for specific tasks, such as translation or language generation. The development of Chat GPT marked a significant step forward in the field of natural language processing and has led to its widespread adoption in a variety of industries. Now, let's dive into how Chat GPT can help accountants and CPAs. One way it can assist is by generating reports and documents. Imagine having to create a financial report for a client. This can be a time-consuming and tedious task, but with Chat GPT, you can simply input the necessary data and let the model do the rest. It will generate a professional, accurate report in a fraction of the time it would take a human. Another way Chat GPT can be useful is by providing data analysis. It can be trained to analyze financial data and provide insights and recommendations based on that analysis. This can be especially helpful for accountants and CPAs who are looking to make informed decisions for their clients. Chat GPT can also be used to automate routine tasks, such as data entry and reconciliation. This can free up time for accountants and CPAs to focus on more complex tasks, improving efficiency and productivity. Finally, Chat GPT can even be used to provide customer service. It can handle basic customer inquiries and provide information to clients, allowing accountants and CPAs to focus on more complex tasks. So, as you can see, Chat GPT has the potential to significantly streamline processes and improve efficiency for accountants and CPAs. But what about the potential drawbacks? Some disadvantages of using Chat GPT include the initial setup and training, which can be time-consuming and costly. Additionally, Chat GPT is still limited in its capabilities and may not be able to handle more complex tasks. Finally, using Chat GPT may create a reliance on technology, and if there are issues with the system, it could disrupt work and cause delays. Now, let's take a look at some statistics to give you an idea of the potential impact Chat GPT could have on your practice and your clients: According to a recent survey, over 70% of accountants and CPAs believe that machine learning will significantly change the way they do business in the next 5 years. Another study found that the use of artificial intelligence in accounting could save up to 400 million hours of manual data entry per year. One company that implemented Chat GPT saw a 25% increase in productivity and a 10% reduction in errors. These statistics show that Chat GPT has...

As part of this Insights in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't. We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world. Your commentators and thought leaders in this bonus series include: Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/ Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/ Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/ Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/ Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/ Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/ Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/ Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/ We cover the following areas in these bonus episodes: A. 2022 in review 1. How would you sum up the year for accounting? Any surprises, findings, outcomes? 2. What kind of shape is the accounting profession in as we emerge from the pandemic? 3. If you were a teacher giving accountants a school report, how would you grade them? 4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants? 5. What lessons have we learned about what has succeeded and failed in the last 3 years? B. 2023 in preview 1. What will be the main challenges for accountants and firms in the coming year? 2. Where will accounting firms find their biggest opportunities in the coming year? 3. What will separate the good accounting firms from the great ones in 2023? 4. What will happen to the complacent accounting firms who won't/can't change? 5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023? ◣━━━━━━━━━━━━━━━━━━━━◢ 5 great shows in the Accounting Influencers Podcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related...

As part of this Insights in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't. We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world. Your commentators and thought leaders in this bonus series include: Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/ Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/ Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/ Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/ Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/ Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/ Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/ Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/ We cover the following areas in these bonus episodes: A. 2022 in review 1. How would you sum up the year for accounting? Any surprises, findings, outcomes? 2. What kind of shape is the accounting profession in as we emerge from the pandemic? 3. If you were a teacher giving accountants a school report, how would you grade them? 4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants? 5. What lessons have we learned about what has succeeded and failed in the last 3 years? B. 2023 in preview 1. What will be the main challenges for accountants and firms in the coming year? 2. Where will accounting firms find their biggest opportunities in the coming year? 3. What will separate the good accounting firms from the great ones in 2023? 4. What will happen to the complacent accounting firms who won't/can't change? 5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023? ◣━━━━━━━━━━━━━━━━━━━━◢ 5 great shows in the Accounting Influencers Podcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related...

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 25, "New Community for Accountants - ProNation Launches" with special guest Carl Reader, founder of d&t accountants and bestselling author of BOSS IT. https://www.linkedin.com/in/carlreader You can also watch this on youtube here: https://youtu.be/wvrO5p-nqKw Key takeaways from this episode include: the gap in the accounting profession in the area of supporting of accountants and why many 'one way' approaches fail the importance for accountants of not just knowing the what but the how and the why in different strategies shout out to fellow ProNation founders Lucy Cohen and Will Farnell, influential accounting firm owners/leaders who have been there and do it assessing the international scene of different communities, countries and gurus who think their approach is the best for accountants how the 'international' make up of ProNation gives much needed diversity to the tribal approach to accounting communities ... and much more. Join ProNation "the Accounting Community You Wished You’d Found Sooner" - helping accountants and bookkeepers build a firm that works for them. https://jointhenation.co.uk ◣━━━━━━━━━━━━━━━━━━━━◢ 5 great shows in the Accounting Influencers Podcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 24, "How Often Should Accountants Talk to Their Clients?" with special guest Martin Bissett, founder of the Bissett Group and co-founder of Accounting Influencers. https://www.linkedin.com/in/martinbissett You can also watch this on youtube here: https://youtu.be/V4MViepfCPs Key takeaways from this episode include: ☛ a true story about a sizable accounting firm who never spoke to their grade A clients ☛ the illusion of recurring feed that leads many accountants to neglect relationships with their clients ☛ the bad things that can happen to accountants and CPA firms when they don't maintain regular contact with their clients ☛ what best practice looks like for frequency of client contact in accounting practices ☛ what talking to a client should look and sound like for an accountant who claims to be 'client-centered' ◣━━━━━━━━━━━━━━━━━━━━◢ 5 great shows in the Accounting Influencers Podcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube https://www.instagram.com/accinfluencers https://twitter.com/accinfluencers https://www.facebook.com/accountinginfluencer Mentioned in this episode: Dead Show / Youtube

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 23, "How Accountants & CPAs Can Win the War on Automation" with special guest Will Farnell, founder of innovative UK accountancy firm Farnell Clark and author of The Digital Firm. https://www.linkedin.com/in/willfarnell You can also watch this on youtube here: https://youtu.be/mxsVEuf3Qyw Key takeaways from this episode include: ✧ the key aspects of automation technology in accounting and how it could affect the job market ✧ whether automation is more of a problem for smaller or bigger accountancy firms ✧ where the majority of innovation takes place in the accounting sector ✧ the strategic advantages accounting firms can create with automation to better serve their clients ✧ the shifts required in the skillsets and services of accountancy firms to remain competitive ✧ the importance of soft or enterprise skills that accountants must develop to compliment automation - machines need humans and vice versa News source: https://www.accountancyage.com/2022/10/21/upskilling-required-by-firms-to-offset-threat-of-accounting-automation/ ◣━━━━━━━━━━━━━━━━━━━━◢ 5 great shows in the Accounting Influencers Podcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube https://www.instagram.com/accinfluencers https://twitter.com/accinfluencers

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 22, "How Mental Toughness Can Backfire for Accountants" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohen You can also watch this on youtube here: https://youtu.be/AypYzD53fVI Key takeaways from this episode include: ☆ what ProNation, the new mastermind community for accountants brings to the party https://jointhenation.co.uk ☆ the reasons why a one guru, one expert, one way of coaching or training accountants doesn't always work ☆ why mental health and wellbeing have become major talking points in professional life ☆ what tennis player Andy Murray can teach accounting professionals about not dwelling on mistakes ☆ the importance for leaders in accounting and fintech to consider how they deal with failure and setbacks ☆ how 'the gain and the gap' approach gives valuable perspective for accountants under pressure ☆ where accountants and similar professionals tend to make the most mistakes, particularly in a 'right or wrong' working environment ☆ why we should all be kinder to ourselves when mistakes are made or things go wrong ☆ the impact of self talk or 'in your head chatter' if it is not controlled or acknowledged or even replaced ☆ what accounting and fintech professionals can do or change practically to be more flexible and forgiving in high pressure environments Source: https://www.cnbc.com/2022/10/26/psychologists-mental-toughness-can-backfire-make-you-less-successful.html ◣━━━━━━━━━━━━━━━━━━━━◢ 5 great shows in the Accounting Influencers Podcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast For announcements of published shows, tagging guest so you can build your

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 21, "Accountants - Need to Knows on Economic Challenges" with special guest Carl Reader, founder of d&t accountants and bestselling author of BOSS IT. https://www.linkedin.com/in/carlreader You can also watch this on youtube here: https://youtu.be/YsuSSketvqA Key takeaways from this episode include: ➜ the one word that sums up what is happening in the global economy right now ➜ the one major cause of the 2008 economic crash and subsequent recession ➜ the many conflicting issues which make solving economic problems very difficult for politicians and business owners ➜ how unprecedented levels of debt are affecting businesses all over the world ➜ comments on the global energy crisis and what some countries are doing right ➜ practical steps accountants can take to serve their clients best in the midst of economic uncertainty ◣━━━━━━━━━━━━━━━━━━━━◢ 5 great shows in the Accounting Influencers Podcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube https://www.instagram.com/accinfluencers https://twitter.com/accinfluencers https://www.facebook.com/accountinginfluencer Mentioned in this episode: Dead Show / Youtube

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 20, "Productivity Paranoia - Does Working From Home Work?" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohen You can also watch this on youtube here: [link from spreadsheet] Key takeaways from this episode include: ➺ why there has never been a better time to be an accountant despite many challenges ➺ how productivity for accountants has been affected by the pandemic, for good and bad ➺ ➺ ➺ ➺ ➺ ➺ Source: https://www.bbc.com/worklife/article/20221014-the-productivity-paranoia-managers-cant-shake ◣━━━━━━━━━━━━━━━━━━━━◢ 5 great shows in the Accounting Influencers Podcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube https://www.instagram.com/accinfluencers https://twitter.com/accinfluencers https://www.facebook.com/accountinginfluencer Mentioned in this episode: Dead Show / Youtube

This is a special bonus episode to discuss the Survey to Explore the Growth Outlook for CPA Firms in 2023. Hear Rob Brown interview Sarah Johnson Dobek, president and founder of Inovautus, a national consulting firm that develops strategies, programs, and training designed to help accounting firms grow faster and in the right direction. To take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes. In this bonus show, we discuss: ⫸ why it's both exciting and tough to be in an accounting practice right now ⫸ why growth is not very strategic for accounting firms as many grow in the wrong way with the wrong kind of work ⫸ the origins of the Growth Outlook Survey for accountancy practices to see how they were responding the pandemic ⫸ comments on the massive investment into technology for accounting firms, for good and for bad ⫸ how the survey informs strategy for pricing, sales, growth, marketing, client experience, tech stacks, recruitment and what is really working for accounting firms ⫸ what makes growth more about mindset and strategy than numbers, lead gen and revenue for accountants ⫸ comparing this survey to other benchmarking studies in the accounting and fintech space ⫸ shout out to Nicole Sterling and the excellent AAM (Association of Accounting Marketing) at https://accountingmarketing.org ⫸ what none of the accounting and fintech surveys are touching, and why the 2023 Growth Outlook for CPA Firms Survey is different ⫸ how best practice is hard to define in today's challenging world for accountants and CPAs ⫸ how diversity, equity, inclusion, justice and accessibility are affecting accountancy practices in the area of growth ⫸ why accounting firms become extinct and the changing landscape of the working population ⫸ the challenges involved in research that is representative of a very diverse accounting profession and different firm sizes ⫸ how marketing professionals in accounting firms are becoming increasingly strategic in supporting firm growth ⫸ the key challenges that accounting practices face in differentiating themselves to drive growth and recruitment ⫸ key questions accountancy firm leaders should be asking themselves in considering the different ways to grow ⫸ what accountancy practices get wrong when it comes to building brand awareness and driving growth ⫸ why there is much less room for error in getting the right growth strategies for accounting firms, and why some may not make it ⫸ to take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes. ⫸ why accounting professionals should take this survey and stay informed rather than just hoping you're doing the right thing You can also watch a video of this episode on Youtube here: https://youtu.be/AFZY1krsFwA Sarah and her team work with firms to assess their growth goals and execute practical marketing and business development plans. With her unique background in operations, human resources, practice management, and marketing, Sarah delivers insightful, practical advice that guides organizations down the right path toward achieving the growth they desire. Sarah’s ability to understand where an organization is starting from, coupled with her disciplined approach to best practices, drives results for firms and helps them to evolve. When she's not in the office, you can find Sarah skiing, camping, golfing, hiking or just enjoying her backyard with her husband,...

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 19, "Changing to a Non-Linear Accounting Working Day" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohen You can also watch this on youtube here: https://youtu.be/VsEZ1IBngxg Key takeaways from this episode include: ➠ "Some employees are breaking up their working days into a few hours at a time, doing tasks flexibly and asynchronously in the new world of work." ➠ remarks on the bleed of personal and work life for accounting and fintech professionals ➠ why the traditional 9-5 workday is both unwanted and unrealistic in today's professional world ➠ the merits of a flexible approach to working and what really motivates employees ➠ the importance of setting boundaries to avoid an 'always on' hustle culture that distorts work life balance ➠ "It’s no longer really about effort and time spent, it’s about creating the best outcomes. As the nature of work has shifted, so too has the way workers want to optimise how they do that work" Aaron De Smet" ➠ how greater flexibility leads to greater productivity and inclusion in a modern workplace ➠ the main message to leaders shaping culture and managing a modern, non-linear workforce Source article: https://www.bbc.com/worklife/article/20220928-the-non-linear-workdays-changing-the-shape-of-productivity ◣━━━━━━━━━━━━━━━━━━━━◢ 5 great shows in the Accounting Influencers Podcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers For videos of all podcast...

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 18, "When Accounting Firms Put Tech Before Their Clients" with special guest Will Farnell, founder of innovative UK accountancy firm Farnell Clark and author of The Digital Firm. https://www.linkedin.com/in/willfarnell You can also watch this on youtube here: https://youtu.be/LROntp0DUCA Key takeaways from this episode include: ❊ why accountancy firms are making a mistake putting their own technology needs before their clients' needs ❊ what makes one platform more efficient than multiple platforms for accounting practices ❊ what should be the fundamental concern when accountants make strategic technology investments ❊ how the client experience suffers when accounting and CPA firms act to selfishly with the software they adopt ❊ the merits of daily bookkeeping to provide live accounting data to enhance the client experience for accountancy firms ❊ the one question that is not asked enough in accounting practices when technology purchases are considered ❊ how digital disruption is simply removing friction from the client journey in the accounting and fintech world ❊ why gross recurring fees can be both a good and a bad thing for accountants and CPAs ❊ the practice mindset versus a business mindset in accounting firms and how the clients can suffer ❊ what a digital or even human accounting firm does that others do not ❊ shout out to Randy Johnston who speaks about the vendor agenda and the compromise that accountants make at the expense of clients ❊ how technology is now the same for all accountants, and where the latest differentiators are coming from ❊ via Donny Shimamoto - how technology can affect the brand image of an accounting firm Source: https://www.accountingtoday.com/news/the-frontier-accounting-firms-need-to-stop-putting-their-tech-needs-first-as-they-adopt-technology ◣━━━━━━━━━━━━━━━━━━━━◢ 5 great shows in the Accounting Influencers Podcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! Main show website. For access to every single show with full shownotes:

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode XX, "Quiet Quitting in the Accounting & Fintech World" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohen You can also watch this on youtube here: https://youtu.be/MT2pej5BOPY Key takeaways from this episode include: ☛ exactly what 'quiet quitting' is and how it has manifested in the accounting and fintech world ☛ how quiet quitting vz the hustle culture polarizes accounting and fintech at employee and employer level ☛ the role that perceived stress plays in whether some people feel entitled to quiet quit ☛ what makes some jobs and roles harder to quiet quit than others, and how passion in a job is an antidote to quiet quitting ☛ tips for leaders to elicit 'discretionary effort' from their people with a clear psychological contract and strong culture ☛ how quiet quitting has accelerated in the current job market with a chronic shortage of talent and 'great resignations' ☛ Quiet quitters make up at least 50% of the U.S. workforce - the percentage is particularly high among workers under age 35 (Gallup) ☛ how 'checking out' or quiet quitting has become a badge of honor' in some jobs and professions ☛ the upcoming launch of ProNation as a ground-breaking community for accounting professionals Sources: This is what’s really behind ‘quiet quitting’ (and what leaders can do about it) https://www.fastcompany.com/90782944/this-is-whats-really-behind-quiet-quitting-and-what-leaders-can-do-about-it What Is Quiet Quitting—and Is It a Real Trend? https://www.investopedia.com/what-is-quiet-quitting-6743910 ◣━━━━━━━━━━━━━━━━━━━━◢ 5 great shows in the Accounting Influencers Podcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! Main show website. For access to every single show with full shownotes:

On behalf of the Accounting Influencers Broadcast Network, this is the "Insights in Accounting" show, going live every Tuesday. This show is about filling in the knowledge gaps in yoAs part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "Why Influence Matters in the World of Accountancy", you'll hear/we discuss Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: XXXur busy lives as accountants and leaders in practice, plus bookkeepers, finance leaders and the software/fintech industry that serves them. It's what you missed and you didn't know you missed, and why it's important. Episode XX. In today's interview, "[TITLE FROM SPREADSHEET]." Key takeaways from this episode include: 》 ＞ » ⫸ ☛ ☞ ☞ ☛ ⍟ ★ ☆ ✦ ✧ ✩ ✶ ✓ ◆ ➠ ➼ ➜ ➨ ➤ ► ➥ ⇢ ➳ ➩ ➯ ➺ ✱ ⁕ ❋ ✻ ✽ ❃ ✿ ❊ ◣━━━━━━━━━━━━━━━━━━━━◢ 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,...

On behalf of the Accounting Influencers Broadcast Network, this is the "Insights in Accounting" show, going live every Tuesday. This show is about filling in the knowledge gaps in As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "Why a Noble Cause Can Build Accounting Influence", you'll hear about whether you're forced for good? Do you make a difference for the better? Do you have a crusade, a desire to change the world? To make an impact? to give back. This speaks to your benevolence, your attitude to competition. Is the pie getting bigger? Are you collegiate and collaborative or adversarial and competitive? Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/S_PkroSFC84 ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows -...

It's the "Insights in Accounting" show, every Tuesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 16, "The Danger of a Hustle Culture in Accounting" with special guest Carl Reader, founder of d&t accountants and bestselling author of BOSS IT. https://www.linkedin.com/in/carlreader You can also watch this on youtube here: [link from spreadsheet] Key takeaways from this episode include: ◆ why the hustle culture is a worrying trend for the accounting and fintech world ◆ what happens in accountancy firms and fintech companies when hustle goes too far ◆ what a balanced life really looks like for accounting professionals and any working person ◆ warning signs like checking emails on holiday that might point to overwork and burnout ◆ the concept of glass balls and rubber balls via Brad Smith, former Intuit CEO, to illustrate juggling multiple priorities ◆ the illusions of peer pressure and being 'in demand' that too many professionals wear as a badge of honor ◆ why working faster, harder and longer DOES NOT help us achieve everything we want in life ◆ the dangers of assuming slower days, second chances and more time are always available ◆ why this post which promoted the hustle culture was attacked and ridiculed and ended up damaging the author's credibility ◆ the importance of separating work life and home life to gain control and overcome the hustle culture Original post: https://www.linkedin.com/posts/joshuatharby_weekends-are-for-the-weak-if-youre-not-activity-6976805628212080640-UDER ◣━━━━━━━━━━━━━━━━━━━━◢ 5 great shows in the Accounting Influencers Podcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers For videos of all podcast interviews and bonus video content:

As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "The Vital Role Status Plays in Accounting Influence", we discuss how to speaks to clout or impact. Who knows you in the higher up, significant or powerful circles? Are you recognised? Do you have kudos and cache that opens doors. What access do you have to people who make decisions, command followings and hold budgets? Take the test at https://accountinginfluencers.com and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/7PJA939feLc ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! 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:

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, "How Your Assets Contribute to Accounting Influence", you'll hear what IP do you own? What brands, movements, companies, ideas or assests have you created? Consider your body of work. your products, services, software. Your methodologies or unique frameworks. your original thinking. Your unique selling points and differentiated offerings. your lists and databases also come into this. 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/QloodsVp1xk ◣━━━━━━━━━━━━━━━━━━━━◢ 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! 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...