Episode 33. In today's interview, "Workflow Best Practices for Accountants with David Cristello." David is the Founder and CEO of Jetpack Workflow, an award winning workflow software that helps smart accounting firms track all their recurring deadlines and better manage their team. He's also the host of "Growing Your Firm" podcast and co-author of "Double Your Accounting Firm". Key takeaways from this episode include: ➯ what has made accountants resilient and mentally strong in the challenging pandemic period ➯ How burnout has occurred for accounting professionals and what they can do to avoid it ➯ how the accounting firm workspace will change post pandemic with hybrid working ➯ why it's virtually impossible for accounting professionals to have important conversations 'in the cloud' ➯ why the full-time fully-present in-person employee in accounting firms is a thing of the past if you want to compete ➯ how turbulence affects the way professionals like accountants view work and change expectations of employment ➯ practical tips to make remote working more engaging and fun for accounting firms ➯ the best place for accounting firms to start if they want to be the employer of choice for new talent ➯ shout out to Ron Baker and Ed Kless on business models for accounting firms in the subscription economy ➯ how a subscription model gives accounting firms a massive competitive advantage ➯ the most common workflow traps that many accountancy firms fall into ➯ why introducing more people to your accounting practice increases the points of failure ➯ the two main competitors to dedicated workflow management software for accountants ➯ a critical question accountants and CPAs should be asking their clients ➯ shout out to David's Growing Your Firm podcast and how it turned into 'Double Your Accounting Firm' book https://jetpackworkflow.com/growing-your-firm-podcast/ ➯ the power for accounting firms of niching down and being able to deliver a packaged offering to clients ➯ the role of machine learning and AI in the future of practice management Outside of Jetpack Workflow, David enjoys spending time with his family, reading, and playing too much online chess. You can contact him here: https://jetpackworkflow.com (https://jetpackworkflow.com) https://www.linkedin.com/in/davidcristello (https://www.linkedin.com/in/davidcristello) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

Accounting Influencers

Workflow Best Practices for Accountants with David Cristello

Episode 32. In today's news episode, we discuss "Launching the Accounting Influencers Virtual Conference." Key takeaways from this episode include: ＞ why the growth of the Accounting Influencers brand benefits accountancy professionals ＞ announcing May 5 date for global virtual summit or conference for accountants in practice internationally - save the date ＞ AIR Con slingshots into Accountex (via Diversified), one of the world's biggest in person events in the accounting and fintech calendar ＞ possibilities for a range of accounting and fintech vendors, suppliers and providers to partner with the event NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

Launching the Accounting Influencers Virtual Conference

Episode XX. On this week’s Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Launching the Accounting Influencers Virtual Conference." This is a new style of virtual conference in conjunction with Accountex, one of the largest in the world. ➜ Special Guest Interview: "Workflow Best Practices for Accountants with David Cristello." David is the Founder and CEO of Jetpack Workflow, an award winning workflow software that helps smart accounting firms track all their recurring deadlines and better manage their team. He's also the host of "Growing Your Firm" podcast and co-author of "Double Your Accounting Firm". ➜ Rob & Martin offer up practical advice and tips on "What Works for Accountants With Better Service Delivery." What does putting clients first really look like for accountants, and how can you service them better? All will be revealed. ➜ Expert Interview: "Cracking the Accounting Exam Code with Sabine Charles." Sabine has over 20-years internal audit, accounting, and risk management experience in Internal Audit Controls, Business Risk, Fraud Investigation and Operational Auditing in financial services and higher education industries. She talks passionately about accounting qualifications, exams and the professional, regulatory bodies that administer them. For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. Also a reminder to check out Saturday's bonus episode from the client's perspective - "[Why They Didn't Buy Part 7 - Not Walking the Talk." Great CPE or CPD for accountants with tips on how to be more authentic, congruent and relevant to the prospects who are considering hiring you as their accounting advisor. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues. ******************************* Follow Accounting Influencers with Rob Brown and Martin Bissett on LinkedIn: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers)

Accounting Regulatory Bodies & Better Client Service Delivery

Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "Launching the Accounting Influencers Virtual Conference." This is a new style of virtual conference in conjunction with Accountex, one of the largest in the world. ➜ Wednesday: "Workflow Best Practices for Accountants with David Cristello." David is the Founder and CEO of Jetpack Workflow, an award winning workflow software that helps smart accounting firms track all their recurring deadlines and better manage their team. He's also the host of "Growing Your Firm" podcast and co-author of "Double Your Accounting Firm". ➜ Thursday: Rob & Martin offer up practical advice and tips on "What Works for Accountants With Better Service Delivery." What does putting clients first really look like for accountants, and how can you service them better? All will be revealed. ➜ Friday: "Cracking the Accounting Exam Code with Sabine Charles." Sabine has over 20-years internal audit, accounting, and risk management experience in Internal Audit Controls, Business Risk, Fraud Investigation and Operational Auditing in financial services and higher education industries. She talks passionately about accounting qualifications, exams and the professional, regulatory bodies that administer them. ➜ Saturday: a short bonus episode from the client's perspective - "[Why They Didn't Buy Part 7 - Not Walking the Talk." Great CPE or CPD for accountants with tips on how to be more authentic, congruent and relevant to the prospects who are considering hiring you as their accounting advisor. ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues. ****************************** If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more...

BONUS: a short bonus episode from the client's perspective - "Why Didn't They Buy Part 6 - More Tips to Handle Objections." Great CPE or CPD for accountants with tips on how to deal with pushback from potential clients in buying situations. This expands on last week's bonus show categorising the 4 kinds of objections accounting practitioners tend to face from clients resistant to buying. Key takeaways from this episode include: ➯ the four types of objections accountants face - the put-off, the irrelevant, the half-truth and the valid, with examples of each ➯ defining objections as signals to buy and signs that the potential client requires more clarity and information ➯ the importance of welcoming objections and why accountants should want them voiced rather than kept hidden ➯ things accountants can say to elicit any buying resistance to put objections out in the open ➯ the futility of arguing with objections, and why it's better for accountants to acknowledge them in buying situations ➯ the power of scripts, come-backs and rebuttals for accountants to handle objections, as long as they are delivered naturally ➯ the power of anticipating common objections from potential buyers of accounting services ➯ a glossary of sales terms and what they really mean for non-sales people like accounting professionals and CPAs NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

Why Didn't They Buy Part 6 - More Tips to Handle Objections

Episode 30. In today's interview, "Customer Success in Accounting & Fintech with Hugh Walker." Hugh has worked in accounting tech for 7+ years, first at Receipt Bank/Dext in Sydney and then the last 3 years at Practice Ignition. Practice Ignition is a client engagement and commerce platform for professional services businesses to streamline how they engage clients and get paid. Hugh focuses on customer success and change management. Key takeaways from this episode include: ➜ what companies and accounting firms get wrong with customer service and client experience ➜ the benefits for professional firms of getting customer/client service right ➜ the importance of mindset and culture in creating a strong customer experience and success ➜ the kind of data points that can be analysed to determine customer success ➜ the major impacts of Covid and digitisation on remote working and accounting processes ➜ striking a balance with mental wellbeing and culture/productivity for accounting firms ➜ the biggest roadblock to making change happen and successful project management in professional working environments ➜ the fallacy of waiting for the perfect time to get things done and making projects work ➜ how to effectively manage change and implement software in accounting firms ➜ ways for accountants to automate admin and save time to focus on what really matters (examples given...) ➜ tips to help accountants avoid scope creep and make sure they get paid on time, every time ➜ what Practice Ignition does for accounting practitioners and how it does a lot of things that usually require different software ➜ the importance for accounting practitioners of first impressions, especially when trying to grow client base ➜ AIP listeners offer: code 'air21' to receive 25% off all plans for your first 6 months at https://info.ignitionapp.com/aip (https://info.ignitionapp.com/aip) Outside of work, Hugh rock climbs, does board games, enjoys red wine or whiskey and is big into football. You can reach him here: https://www.linkedin.com/in/hugh-walker (https://www.linkedin.com/in/hugh-walker) https://twitter.com/hugh_s_walker (https://twitter.com/hugh_s_walker) Nearly 5,000 accounting and professional services firms around the world use Practice Ignition to win new business with impressive digital proposals, engage clients with a clear scope of work, and get paid on time by automating payment collection. PI integrates with leading business apps such as Gusto, QuickBooks, Xero and Zapier to automate time-consuming tasks allowing you to run your business on autopilot and automate time-consuming tasks, such as client onboarding or invoicing. That means less admin and more time for clients. Listeners can go to https://info.ignitionapp.com/aip (https://info.ignitionapp.com/aip) and use the code 'air21' to receive 25% off all plans for your first 6 months. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel,...

Customer Success in Accounting & Fintech with Hugh Walker

Episode 29. In today's practical episode, "What Works for Accountants on Turning Intentions into Action 2." Continuing last week's bonus episode theme, Martin Bissett and Rob Brown share more tips for busy accountants who want to be more productive and intentional with what's important. Key takeaways from this episode include: ➩ the difference between an accounting practice and an accounting business ➩ what constitutes a 'value creating accountant' ➩ what makes commercially-run accounting firms more valuable and more attractive to venture capital money ➩ how to break out from a professional services firm model to a professional knowledge firm model ➩ what accountants should be doing with their discretionary time beyond the chargeable hours ➩ how the busy fools in accounting firms achieve little and spent too much of their time 'firefighting' and reacting ➩ why it's easy for accounting professionals to plan but not so easy to execute plans ➩ the importance for accountants of seeing that what they do today has an impact on their legacy and their future ➩ the definition of commitment for accounting people that gets things done or gets things ignored ➩ how everyone has things to do and everyone is busy, so accountants saying they are maxed out is not an excuse ➩ the impact of micro commitments, small actions and twenty minutes allocated to action for busy accountants ➩ the power of time blocking for busy professionals like accountants and CPAs that sets aside time for tasks in a calendar NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

What Works for Accountants on Turning Intentions into Action 2

Episode 28. In today's interview, "Credit Control Opportunities for Accountants with Glen Morgan." Glen set up Credebt Ltd in 2009 to become one of the leading providers of Receivables Management services in the UK, working for Insolvency Practitioners, Invoice Finance companies/Other Charge holders and their clients. He has worked in the Collections industry for 28 years and is a Fellow of the Chartered Institute of Credit Management. He has written several syllabus and training courses on the subject of effective Credit Management and also advised UK Government regarding the impact of late payment on small businesses. In 2019, he set up Itsettled, the UK’s first fully automated Collection’s Platform to help businesses improve their cashflow position. Key takeaways from this episode include: ➤ the pressures faced by businesses currently, and why they are turning to accountants as their trusted advisors ➤ why 2022 will be very challenging for companies now that government support is no longer available ➤ how accountants can help businesses with cashflow management and access to tools/resources that help their clients ➤ why accountants can only be trusted advisors to businesses if they have stayed up to date with the changing world ➤ what gives big businesses the edge over smaller ones when formulating credit policies ➤ why very few accountants are comfortable offering credit control and credit management services to clients ➤ the staggering amount of money owed to small and medium businesses at any given time (in the UK and likely globally) ➤ what separates the good accountants from the great ones in challenging times ➤ how accounting firms have changed in pandemic times and what drivers push any change ➤ the increasing challenge accounting professionals have in keeping up to date with fintech advancements ➤ advice for accounting leaders who feel pressured by the agenda of vendors selling software and technology ➤ the ItSettled proposition and how it helps the clients of accountants manage their credit with full integrations to collect owed monies ➤ critical steps for accounting firms in adding credit control as an additional service for their clients ➤ what good credit control looks like and the key word that should govern any credit management offering for accountancy clients ➤ what is coming up for the accounting profession in the next few years and the economic outlook for businesses ➤ what has contributed to the late payment problem for businesses, particularly with governmental interventions ➤ the most satisfying aspects of providing credit control and positive cashflow management for businesses ➤ what questions an accountant could ask to create credit management opportunities and a call to ItSettled or Credebt ➤ signs that a company may require credit control measures from their professional advisors ➤ words of encouragement and advice for accountants who want to serve their clients in the best possible way Glen has been married 18 years, is a keen runner and spends most of his spare time with his 2 kids and watching MCU. You can reach him here: www.linkedin.com/in/glenmorgan www.twitter.com/morgangfm www.itsettled.co.uk/for-accountants NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical...

Credit Control Opportunities for Accountants with Glen Morgan

Episode 27. In today's news episode, we discuss "Accounting Practitioners Now Talking to Accounting Influencers." Key takeaways from this episode include: ★ the power of NASBA accreditation in continued professional education (CPE) for accountants ★ The other aspects of the 'Accounting Influencers' brand aside from this podcast, like AIR, the Accounting Influencers Roundtable ★ the merging of the Upward Spiral Professionals (USP) community of accounting practitioners with AIR ★ the three benefits for accounting practitioners of joining AIR - practice growth, practice management and wider professional intelligence ★ the invitation to accounting practitioners worldwide to join the Accounting Influencers Roundtable at https://accountinginfluencers.com/ ★ why it's important that accountants in practice have a good dialogue with fintech and software vendors ★ is your accounting firm proactive, hungry and caring? Note NASBA is the National Association of State Boards of Accountancy. Started in 1908, NASBA is an association founded to promote, oversee, and enhance the efficacy of the United States' 50 state accountancy boards. NASBA maintains a platform where those in the accounting industry. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

Accounting Practitioners Now Talking to Accounting Influencers

Episode 26. On today's full episode of the Accounting Influencers Podcast: ➜ News - Accounting Practitioners Join Accounting Influencers". Martin & Rob introduce the Accounting Influencers Roundtable, a door-opening club for vendors, advisors and experts who work with and through accountants. We announce the introduction of accounting practitioners into the group. ➜ Special Guest Interview: "Credit Control Opportunities for Accountants with Glen Morgan." Rob brown interviews a credit management expert on what's opening up for accountants in credit control. Glenn runs 2 amazing companies, itsettled, the UK's only fully automated cashflow and credit management platform, and Credebt, The Debtor Book Professionals. ➜ What Works - Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants on Turning Intentions into Action." Following on from last week's episode, here's more advice for getting things done in your accountancy role. ➜ Expert Interview: "Customer Success in Accounting & Fintech with Hugh Walker." Rob Brown interviews the Head of Customer Experience and Marketing (EMEA) and Director of Onboarding Programs at Practice Ignition. For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. You can also check out Saturday's short bonus episode from the client's perspective - "Why Didn't They Buy Part 6 - More Tips to Handle Objections." Great CPE or CPD for accountants with tips on how to see objections from potential clients as opportunities to educate and help them make up their minds to hire you. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

Getting Things Done & Credit Control Insights for Accountants

Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - "Accounting Practitioners Join Accounting Influencers". Martin & Rob introduce the Accounting Influencers Roundtable, a door-opening club for vendors, advisors and experts who work with and through accountants. We announce the introduction of accounting practitioners into the group. ➜ Wednesday: "Credit Control Opportunities for Accountants with Glenn Morgan." Rob brown interviews a credit management expert on what's opening up for accountants in credit control. Glenn runs 2 amazing companies, itsettled, the UK's only fully automated cashflow and credit management platform, and Credebt, The Debtor Book Professionals. ➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants on Turning Intentions into Action." Following on from last week's episode, here's more advice for getting things done in your accountancy role. ➜ Friday: "Customer Success in Accounting & Fintech with Hugh Walker." Rob Brown interviews the Head of Customer Experience and Marketing (EMEA) and Director of Onboarding Programs at Practice Ignition. ➜ Saturday: a short bonus episode from the client's perspective - "Why Didn't They Buy Part 6 - More Tips to Handle Objections." Great CPE or CPD for accountants with tips on how to see objections from potential clients as opportunities to educate and help them make up their minds to hire you. ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

BONUS: a short bonus episode from the client's perspective - "Why Didn't They Buy Part 5 - I Can't Handle Their Objections" Great CPE or CPD for accountants with tips on how to categorise the main objections and pushbacks potential clients come up with when purchasing your accounting services. Key takeaways from this episode include: ⍟ how struggling to overcome objections for accountants trying to sell services is the same as not solving their concerns ⍟ why the simplest show of resistance or pushback from potential clients unsettles most accountants ⍟ why accounting professionals need a selling or work-winning skillset as well as their technical competence ⍟ the four types of objections from prospects that accounting practitioners struggle to deal with ⍟ how 'this is not a good time to make decisions' can be refuted by accountants selling their services ⍟ the one type of objection which is completely 100% valid that accountants can never argue with ⍟ how accountants should respond to prospects who don't truly understand the price or value of a proposal ⍟ why price is usually only ever an objection in the absence of value NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

Why Didn't They Buy Part 5 - You Didn't Handle Their Objections

Episode 25. In today's interview, "New Business Models in Accounting with Ed Kless." Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy. He develops and delivers curriculum for Sage business partners on the art and practice of small business consulting including the Sage Consulting Academy, Business Strategy and Customer Experience Workshops. He hosts the Sage Advice Podcast and co-hosts the VoiceAmerica TalkShow Network’s The Soul of Enterprise with Ron Baker, founder of the VeraSage Institute where Ed is also a senior fellow. Now, as well as being a popular speaker at accounting conferences Mark is also a frequent blogger and contributor to various accounting journals, websites and Linkedin. His practice-focused articles for AccountingWeb, have been viewed over one million times. Key takeaways from this episode include: 》the evolution of the business model in professional firms 》freedom and accountability at work are the same thing – to have accountability at work, you’ve got to give people their freedom 》some software companies have made the transition to cloud successfully, such as Adobe, and Sage are following in their footsteps 》accounting firms have to contend not just with a technology shift but a change in their optimum business models 》a frightening thought – the pace of change right now is the slowest it will ever be 》what is the single biggest disruptive threat to businesses according to Andy Grove of Intel 》how Apple changed the business model for the way people acquired music and what accounting firms can learn from this 》why Darwin is misquoted on survival of the fittest biggest, and who really survives in the accounting and fintech world 》what should be a key strategy for progressive accounting firms to enable them to future proof and see what’s coming up on the horizon 》the ultimate starting strategy question for accounting leaders (hint - it involves value creation) 》why putting too much emphasis on different generations in the workplace is like ‘astrology for business’ 》how profits come from taking risk and what you should do with your money if you don’t want to take a risk 》the 3 types of risk that businesses can take (courtesy of Peter Drucker) and why they are hard to identify 》the single biggest reason why many accounting firms are not ready to move to the cloud 》why the business model of ‘we sell time’ is dying in accounting firms 》why so many accountants are not going into accounting firms but going into industry 》the difference between value, price and cost in any transaction 》having the benefit conversation and the value conversation to draw out value from clients 》why the next 5-10 years will see the virtual elimination of compliance work for accountants 》why accountants are positioned well for advisory, but bookkeepers are positioned even better 'Adaptability should be a key strategy for progressive #accounting firms - seeing what's coming up on the horizon' says @edkless on the Accounting Influencers Podcast #accountancy #accountex #advisory #accountinginsight Ed is a contributor to industry publications, including the Journal of Accountancy, Harvard Business Review and HR.com, and has spoken at many conferences worldwide on project management, pricing, and knowledge workers. He is also active in the Information Technology Alliance (ITA) and was named to Accounting Today’s list of the 100 Most Influential People in Accounting for 2019. He lives north of Dallas with his wife and two children and ran for Texas State Senate in 2010 and 2012 as a Libertarian. Ed’s blog is at http://www.edkless.com/ (www.edkless.com) and you can contact Ed directly here: https://www.linkedin.com/in/edkless (Ed on LinkedIn) https://www.linkedin.com/in/edkless https://twitter.com/edkless (Ed on Twitter) https://twitter.com/edkless NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style...

New Business Models in Accounting with Ed Kless

Episode 24. In today's practical episode, Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants on Turning Intentions into Action." Good ideas and thought-out plans are easy. It's the execution and implementation that accountants struggle with, until they start using these tips. Key takeaways from this episode include: ✓ why many accounting practitioners are technically smart but still struggling to upskill in other basic areas of professional competence ✓ why action trumps training when it comes to growing accounting firms ✓ shout out to David Maister, author of Trusted Advisor, Managing the Professional Services Firm and Strategy & the Fat Smoker ✓ why it is easier for so many comfortable or complacent accountants to do nothing than to stretch themselves ✓ the secret formula for progress in accountancy practice growth ✓ why it's not a coincidence that accountants who prioritise pipeline win the best clients with the best fees and the most interesting work ✓ the impact of small, incremental steps, and an example of one simple thing an accountant could do to win more business ✓ why it's difficult for accountants to be growth-minded when work traditionally 'lands on their lap' ✓ the power for accountants of making just one phone call to make something good happen ✓ the many things accountants and CPAs can do with their discretionary, non-chargeable time to create more career and business opportunities ✓ a simple refutation of the 'I don't have time' excuse offered by many accounting professionals ✓ free download for listeners: "A 5 Step Plan for Accountants to Create New Growth Opportunities" https://accountinginfluencers.com/growth-opportunities-accountants ✓ 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations ✓ the futility of strategising and planning big things but not actually doing anything about it NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

What Works for Accountants on Turning Intentions into Action

Episode 23. In today's interview, "The Future for Accountancy with ICAEW's Julia Penny." Julia is the incoming President of the Institute of Chartered Accountants for England and Wales. ICAEW part of Chartered Accountants Worldwide, a global network of 750,000 members across 190 countries, which promotes the expertise and skills of chartered accountants on a global basis. Julia qualified as an ICAEW Chartered Accountant in 1989 and moved into a training role, initially teaching students and later moving into CPD training and technical roles. She specialises in audit, financial reporting and anti-money laundering and has worked for diverse organisations including Wolters Kluwer, Wilmington plc, Chantrey Vellacott and Baker Tilly (now RSM). She rose to become chair of the ICAEW Technical Advisory Committee and then the Ethics Advisory Committee and was a member of both the Technical Strategy and Financial Reporting Faculty Boards. Julia has been a Council member since 2013 and an ICAEW Board member since 2017. Julia will become ICAEW President from June 2022 to June 2023. Key takeaways from this episode include: ➜ how a smart person can 'accidentally' do an accounting degree ➜ comparing the various accountancy regulatory bodies, professional institutes and associations ➜ the role of the 'powerhouse' ICAEW and where its members come from internationally ➜ the key issues and challenges facing the accountancy profession right now ➜ where the pressures are coming from for accountants in practice, applicable to almost all countries ➜ what makes accountants more adaptable than people give them credit for ➜ who truly has the ear of the accountant with so many stakeholders and vested interests in the profession ➜ the increasing power of technology and its vendors in driving the agendas of accountants ➜ the issues and opportunities that affect how attractive accountancy is as a career for the younger generation ➜ the responsibility that regulators have in the accounting world, particularly in the area of audit reform ➜ what it will take for accountancy to move on from an older man's game, and how ICAEW is pushing for more diversity and inclusion ➜ what makes the reputation of audit difficult, with mistakes being made and intense scrutiny from press and regulators ➜ what separates the good leaders from the great ones in accounting firms and the accountancy profession generally ➜ best advice for newcomers to the accounting profession in being more passionate about the career opportunities ahead ➜ why accountants do not progress far if they cannot network, present well and engage with people ➜ how a love for learning in accountancy and audit fuels a career and keeps one fresh and current ➜ the critical success factors and issues for an incoming president of an international institute for accountants like ICAEW ➜ what making yourself 'bombproof' means for accountants in making skills transferrable ➜ the importance of developing the softer, more commercial skills as well as the technical ones ➜ wisdom for accountants and CPAs who want to shape and have more control over their career ➜ predictions for what the accountancy profession will look like in five years time in regulation, technology, digitisation and working practices Julia is married with two grown-up children (one of whom is also now a Chartered Accountant). In her spare time she enjoys playing golf, baking, investigating her family tree and working on improving her Spanish. You can reach her here: https://www.linkedin.com/in/juliaspenny (https://www.linkedin.com/in/juliaspenny) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday...

The Future for Accountancy with ICAEW President Julia Penny

Rob Brown interviews world class accounting leaders and global accounting influencers about what makes good accounting firms great.

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Accounting Influencers

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