Accounting Voices

"The Power of a Pipeline for Accountants: Ed Warren"Rob Brown sits down with Ed Warren, an accomplished sales executive with over 25 years of professional services sales and marketing experience. Ed works for Sage, a large accounting software firm, and helps accountants grow their outsourced accounting practice.Ed shares his insights on how the accounting industry has been affected by the Covid-19 pandemic and what the future may hold for the industry. He believes that while the accounting firm space is in a good place given the circumstances, there is also a bit of complacency as they have weathered the storm reasonably well. However, staffing is a huge issue right now, and the industry will have to figure out how to adjust to players with different values than the legacy partner.Ed also discusses the importance of the trusted advisor relationship that accountants have with their clients. He shares tips on how firms can increase their revenue through client advisory services, including cross-selling other services to clients such as wealth management, family office, and retirement planning. He emphasizes the importance of making conscious decisions to go after higher volume, higher margin clients to provide a better client experience and where the team is treated with respect.Key takeaways➤ Staffing is a significant issue for accounting firms, as younger generations value work-life balance and giving back to their communities more than partnership and equity.➤ To stay competitive, accounting firms must adapt to changing software technologies, such as cloud-based ERP solutions and tax and compliance software.➤ Blockchain and other technologies in the venture stage could significantly impact the audit process in the next five to ten years.➤ Firms should focus on developing trusted advisor relationships with their clients and consider pruning their book of business to eliminate unprofitable relationships and replace them with clients who will pay their fees and treat their employees well.➤ Cross-selling other services to clients, such as wealth management, family office, and retirement planning, can create a multiplier effect and lead to multiple business streams.➤ Conducting a pipeline review and focusing on individuals expected to bring in new business is essential. Still, it's also crucial to have honest conversations with clients regarding the value of relationships and the lifetime value of a client.➤ Having tough conversations with clients regarding billing rates and ensuring that the billing is fair for the work done is essential for maintaining a successful practice.Ed Warren is an accomplished sales executive with over 25 years of professional services, sales and marketing experience. He has worked in marketing, business development, and practice growth roles in Top 100 and Top 200 CPA firms. Ed is a fractional Chief Growth Officer for cloud accounting firms, helping them grow their outsourced accounting practice. He is a board member and finance committee chair of the Association for Accounting Marketing (AAM) and currently serves as the treasurer of AAM.Aside from his professional work, Ed is an avid jogger, running 3 to 4 days per week, typically between 3 & 5 miles per run. He completed a Tough Mudder with his former managing partner and enjoys cooking, grilling, photography, and beach vacations with his wife, Marcia.Ed is active on Twitter, where he can be found at @EdwardDWarren, and on LinkedIn at http://linkedin.com/in/edwarddwarren. He is also offering a free eBook download titled "7 Tips to Increase Revenue with Client Advisory Services," which can be found at https://edwarddwarren.hubspotpagebuilder.com/7-tips-to-increase-revenue-with-client-advisory-services.◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. ◣━━━━━━━━━━━━━━━━━━━━◢You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencersJoin the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubeThanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/londonDEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.comIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore. https://www.linkedin.com/in/therobbrown

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this Talent Special bonus, "Accounting Leaders - Good vz Great with Terry Snyder."You can also watch this on YouTube - https://youtu.be/zxhMC7Ty36IIn this episode of the Accounting Influencers Podcast, host Rob Brown welcomes Terry Snyder, a seasoned expert in accounting firm growth. Terry emphasizes the significance of cultivating a growth mindset in accounting and shares practical strategies for expanding your accounting firm. He delves into branding and provides tips on creating a strong brand, including defining your unique value proposition, identifying your ideal client, and creating a consistent visual and verbal identity.Moreover, Terry sheds light on the future of accounting and how firms can brace themselves for the technological changes ahead. He predicts that automation and AI will continue to play a significant role in the industry. He also highlights the importance of maintaining a personal touch and building strong relationships with clients. Tune in to the Accounting Influencers Podcast to learn more and to get valuable insights and tips from the industry's top influencers.Guest BioTerry Snyder, a growth, strategy, and culture consultant, formerly served as the Head of Allinial Global, one of the largest accounting alliances in the world. He currently advises BOKS International, large accounting firms, and software vendors on their growth strategies. He started his career in 1970 - interning with (Deloitte) Haskins & Sells before joining Arthur Andersen. In 2006, he stepped out of the profession and became the president of a bank for 2 years before joining Allinial Global as the CEO and President. He spent 12 years with AG, overseeing growth from from $600 million (NA focused) to over $4.3 billion (globally focused). Now retired, Terry lives living in Charlotte North Carolina and consulting with BOKS International on growth and strategy as well as individual firms. Key Takeaways➤ Having a growth mindset is essential for accounting firms to thrive, and it's crucial to be open to new ideas and seek out opportunities to learn and improve constantly.➤ Developing a strong brand is a key strategy for accounting firm growth, and a strong brand is more than just a logo or tagline. It's about creating a clear and compelling message that resonates with your target audience.➤ To build a strong brand, it's important to define your unique value proposition, identify your ideal client, and create a consistent visual and verbal identity.➤ Automation and artificial intelligence will continue to play a growing role in the accounting industry, but maintaining a personal touch and building relationships with clients is still essential.➤ To stay ahead of the curve in the accounting industry, it's important to invest in technology, develop new skills, and embrace change.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe’s largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.https://www.accountex.co.uk/london/

How Accountants Can Grow with Video: Kate JohnsonOur guest today is Kate Josephine Johnson, owner of Heritage Business Services, LLC, a virtual bookkeeping firm serving small businesses across the United States. Kate is also the Chief Hustler at Bookkeeping Side Hustle, where she helps other accounting professionals build virtual accounting careers they love.In this episode, Kate shares her insights on how accounting professionals can diversify their revenue streams. She discusses various strategies, including eBooks, monthly membership for DIY clients, vendor referral links, YouTube, and sponsorships of newsletter and video content.Kate emphasizes the importance of using video in your business. She shares statistics about the rise of video and explains that you need two skills to make videos: creating and communicating. She also provides different ways to use video, such as internal operations, clients and hot prospects, and external “Know/Like/Trust” marketing.Kate also talks about how to enter the accounting space as an outsider and build a life you love. She shares her personal story of transitioning from corporate finance to small business accounting after being a stay-at-home mom for six years.Lastly, Kate elaborates on the mission of the Bookkeeping Side Hustle Community. The community aims to support accounting professionals, emphasize that bookkeeping is accounting, provide honest reviews, and foster a community of hardworking people. The community also rethinks income, helps job seekers, and makes accounting fun!Kate Josephine Johnson is the owner of Heritage Business Services, LLC, a virtual bookkeeping firm that serves small business clients throughout the United States. She is also the Chief Hustler at Bookkeeping Side Hustle, where she helps accounting professionals build a virtual accounting career they love. Kate is a proud Texan, Baylor Bear, and Navy wife. With an MBA from the Yale School of Management and a BA in Economics from Baylor University, Kate worked in corporate finance before choosing to be a stay-at-home mom for several years after her first child was born.In 2021, she was recognized as the Top 50 Women In Accounting. Kate is known to be a morning person and gets more done before 7:00 am than most people do all day long. She can be contacted via www.HeritageBusinessServices.com for small businesses and bookkeepingsidehustle@gmail.com for accounting professionals.Kate is also active on LinkedIn, Twitter, Instagram, and YouTube, and she manages the Bookkeeping Side Hustle Facebook Group.Key takeaways from this episode include:Diversify your revenue streams: In addition to traditional accounting services, explore other opportunities to generate revenue, such as creating ebooks, offering monthly memberships for DIY clients, vendor referral links, YouTube, sponsorships of your newsletter and video content, and more.Use video in your business: Video is no longer optional in today's business world. Learn to create and communicate effectively through video to enhance your marketing efforts and engage your clients.Build a virtual accounting career: If you're an outsider looking to break into the accounting space, consider building a virtual accounting career that can scale up or down with your family's needs. Take advantage of resources like the Bookkeeping Side Hustle Community to learn how to make accounting fun and rethink income.Emphasize the "know/like/trust" factor: In addition to providing quality accounting services, focus on building relationships with your clients and fostering a sense of community to establish trust and loyalty. This can lead to more referrals and repeat business.Foster a positive company culture: Create a positive company culture that values hard work and respect for others, and provide opportunities for your employees to connect and engage with one another. This can help attract and retain top talent and ultimately drive growth for your firm.◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. ◣━━━━━━━━━━━━━━━━━━━━◢You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencersJoin the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubeThanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/londonDEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.comIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore. https://www.linkedin.com/in/therobbrown

As part of this Success 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.You can view this episode on Youtube here: https://youtu.be/-Iz8GJtQmQsYour 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 review1. 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 preview1. 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?

"Do Accountants Make the Best CFOs? Steve Rosvold."Steve Rosvold is the Founder of CFO.University, a professional development platform for finance leaders. He spent 20 years leading corporate finance teams honing his ability to drive change, improve profitability and ensure long-term financial health for businesses before creating an advisory practice that grew into CFO.University.The company’s foundation is built on the four pillars of CFO success: Accounting, Finance, Treasury and Leadership and its mission is to deliver practical, performance enhancing and convenient professional development to finance leaders all around the globe.In this episode, we discuss how accountants and CPAs are dialed into governance, financial control and historical reporting, but how this often locks them out of future focus, predictions, and analytics. If accountants and CPAs don't have the right skills, what do they need?Steve shares the four pillars of success in COF University that lead to mastery as a senior financial officer and an even stronger accountant. The Four Pillars are made up of:Accounting – Governance & Controls, Transaction Recording and ReportingFinance – Business Planning, Financial Forecasting and Investment AnalysisTreasury – Cash Management, Funding (Capital Raising) and Risk ManagementLeadership – Self Awareness, Team Building and Strategy & CultureWe explore how the CPA or chartered accountant qualification used to be a route to CFO status and positions but no longer. And we look at what is. Lots of goodies here to help accounting professionals appreciate and even step into the financial expertise required by modern businesses.Steve lives in beautiful Vancouver, Washington and is an avid bicyclist. On his longest one-day trek he pedaled 275 miles from Seattle to Spokane, Washington.https://www.linkedin.com/in/steverosvoldhttps://www.cfo.university/◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. ◣━━━━━━━━━━━━━━━━━━━━◢You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencersJoin the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubeThanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/londonDEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.comIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore. https://www.linkedin.com/in/therobbrown

This bonus episode of the Accounting Influencers podcast is part of a series 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.You can check this episode out on Youtube here: https://youtu.be/ink1NDsoW-IYour 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 review1. 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 preview1. 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?

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels areTo inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.In today's episode 32, "Inspirational Women Leaders in Accounting Panel 14" featuresAlexis Becker  Director at Freed Maxick CPAs https://www.linkedin.com/in/alexissullivanbecker/Lexy Kessler  Partner, Government Contracting Services Group at Aronson LLC https://www.linkedin.com/in/lexykessler/Teri Schaffer  Managing Partner, Northeast Ohio Assurance at BDO USA, LLP https://www.linkedin.com/in/teri-martello-schaffer-60286610/Tamera Loerzel Partner at ConvergenceCoaching, LLC https://www.linkedin.com/in/tameraloerzel/Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?You can also watch this on youtube here: https://youtu.be/0-_KMhncCQgWatch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.◣━━━━━━━━━━━━━━━━━━━━◢FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencers

"What Is Accounting Transformation? Donny Shimamoto."Donny Simamoto is the founder of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm accelerating innovation and organizational development for small and mid-market businesses and nonprofits. He is recognized as a global thought leader and educator in the fields of accounting innovation, IT risk management, and performance management.Key questions addressed in this episode :☛ the origins of the Center for Accounting Transformation and what's happening at that brand here: www.improvetheworld.net☛ what exactly is meant by 'accounting transformation'☛ key areas of accounting transformation, including accounting firms , tax, audit, outsourced accounting and☛ how the accounting firm transformation assessment works and the 6 major transformation areas firms must understand☛ blueprints for tax return preparation automation and outsourcing that looks at the end to end tax return process☛ findings on research into keys to success with tax staff outsourcing☛ upcoming research on what accounting firms that have successfully used outsourcing are doing and lessons learned☛ the content of audit self-study course (automation, artificial intelligence, blockchain, data analytics, data visualization and the future of audit)☛ the approach PwC has used to educate its entire US staff to identify opportunities to leverage technologies.☛ toolkits in In CAS and finance transformation to help finance application and vendor selection for ERP and CPM solutions☛ DE&I research findings from multiple state accounting societies, media, and firm associations​Donny co-chair of the National Conference of Lawyers and CPAs, past chairman of the AICPA’s Information Management and Technology Assurance Executive Committee, and former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. He is also a past member of the IFAC Technology Advisory Group. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2022, Top 100 Most Influential People in Accounting (2013/2014/2017-2021) by Accounting Today, received the 2009-2010 President’s Award from the Hawaii Society of CPAs, was named to CPA Technology Advisor’s 40 Under 40 list in 2007 & 2009 & 2014, and was also a Hawaii Top High Tech Leader in 2004.◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast drops weekly to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. ◣━━━━━━━━━━━━━━━━━━━━◢Thanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore. https://www.linkedin.com/in/therobbrownYou can also check out all shows on the Accounting Influencers YouTube Channelhttps://bit.ly/AI-youtube

As part of this Success 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.Check this out on Youtube here: https://youtu.be/Pg0WqaNQbk8Your 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 review1. 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 preview1. 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?

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels areTo inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.In today's episode 31, "Inspirational Women Leaders in Accounting Panel 13" featuresEmma Crawford-Falekaono Head of EMEA at Ignition  https://www.linkedin.com/in/emma-cf/Louise Wilson Head of Accounting & Finance Sector at Moneypenny https://www.linkedin.com/in/louiseatmoneypenny/Sonia Dorais CEO at Chaser  https://www.linkedin.com/in/soniadorais/Zoe Lacey-Cooper Managing Director of CPD store at OmniPro https://www.linkedin.com/in/zoelacey-cooper/Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?You can also watch this on youtube here: https://youtu.be/Pg0WqaNQbk8Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 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.Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘FOLLOW US ON SOCIAL MEDIA:We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencer