Accounting Voices

Rob Brown
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May 31, 2022 • 32min

DEI, Racism & Prejudice in Accounting with Anton Lewis

Episode 108. In today's interview, "Challenging Prejudice in Accounting with Anton Lewis."Anton Lewis is a tenured Associate Professor of Accounting at Valparaiso University, Indiana, where he primarily teaches undergraduate financial accountancy and managerial accountancy, as well as undergraduate Audit and Accounting Information Systems classes. He also hosts the ‘Counting Black and White Beans Podcast' and makes monthly guest appearances on the NPR Radio Show Regionally Speaking (links below).You can also check out his previous interview on the show "Critical Race Theory & Black Accountants with Anton Lewis" here:https://accountinginfluencers.captivate.fm/episode/critical-race-theory-black-accountants-with-anton-lewisKey takeaways from this episode include:✓ the reasons why there are not more black accountants, particularly in the UK and USA✓ why it is hard to question any racial inequalities in the accountancy profession✓ the differences between structural racism in accounting and in individual people✓ how institutional racism manifests in the accounting profession✓ what everyday racism and micro-aggression looks like in accountancy practices✓ whether women, blacks, LGBTQ+ and other minorities must work 'that much harder' for parity in accounting✓ how the 'sapphire stereotype affects women and ethnic minorities in accounting✓ the problems inherent in talking about 'whiteness' and white supremacy in accountancy✓ what happens to marginalised, disenfranchised, stigmatised ethnic, gender or other groups in accounting firms✓ defining the key terms in DEI - diversity, equity, and inclusion from accounting perspectives✓ the best measures or evidence of how accounting practices value people and DEI✓ examining whether 50% of accountants should be women if 50% of the population are women✓ the difference between equality of outcome and quality of attainment in accounting firms✓ the distinction between equality and equity in the DEI policies of accountancy practices✓ what needs to happen for true inclusion and diversity in the accounting profession✓ how accounting as a profession has not succeeded in giving representation to many groups and individuals✓ the dangers of 'getting stuck in the weeds' of DEI terminology for the accountancy profession✓ the problems caused by accounting firms and leaders treating DEI as a 'tick box' or 'checkbox' exercise✓ translating 'one man's freedom fighter is another man's terrorist' to the accounting DEI agenda and discrimination✓ why asking 'how many black accountants is enough' is the wrong question for proper DEI in accounting✓ how DEI policy making is difficult for accounting firm leaders given benchmarking and targets are hard to quantify✓ whether anything will change for blacks, women and other minorities in accounting (why even bother?)✓ how accountants themselves can assess whether they have any underlying racist or prejudicial attitudes✓ where DEI and fostering change truly starts in accounting firms and the profession at large✓ why there is hope in these challenging times for accounting as a profession to make the necessary DEI changesIn his spare time, Anton like to cook. As a qualified pastry chef who has cooked in France and in restaurants and hotels in England, he loves making all kinds of tarts and cakes. His other culinary passion is Indian/Pakistani Balti cuisine - he has been known to cook the odd Indian Feast. He is married to wife Kathy and has 3 young children. You can connect to him here:https://www.linkedin.com/in/dr-anton-lewis-216ab170https://twitter.com/Antonlwshttps://www.instagram.com/alewis_justicePodcast: https://blackandwhitebeans.libsyn.com/?_ga=2.234123294.1238878791.1645043266-302157601.1625785609NPR Radio Show Regionally Speaking: https://www.lakeshorepublicradio.org/show/regionally-speaking/2022-02-08/regionally-speaking-february-8-2022━━━━━━━━━▼━━━━━━━━━We'd love to get to know you!Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms:➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm➺ LinkedIn. 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➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ➺ Twitter: https://twitter.com/accinfluencers➺ Facebook: https://www.facebook.com/accountinginfluencers━━━━━━━━━▲━━━━━━━━━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 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.
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May 30, 2022 • 8min

Checklist – 10 Practice Priorities for Accountants

Episode 107. "Checklist - 10 Practice Priorities for Accountants"***APOLOGIES FOR THE AUDIO ON THIS EPISODE***It's always interesting to hear the main challenges, opportunities, issues and priorities for accountants from different perspectives. Here is a checklist via software vendor SmartvaultKey takeaways from this episode include:➜ the importance for accountants of simply picking up the phone and talking to clients➜ the role of networking and maintaining relationships for accounting professionals➜ what is wrong with accountants sending documents and especially proposals via email➜ the increasingly critical role of cybersecurity for accounting firmsSource: 10 Accountants Practice Priorities (Infographic)https://www.smartvault.com/resource/practice-priorities-infographic/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 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.
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May 29, 2022 • 1h 16min

Racism in Accounting & Employer Branding Tips

Episode 106. On this week’s Accounting Influencers Podcast:➜ News - Martin & Rob discuss "Checklist - 10 Practice Priorities for Accountants." ➜ Special Guest Interview: "DEI, Racism & Prejudice in Accounting: Anton Lewis."➜ Here's What Works: "Getting Started With Your Employer Brand."➜ Expert Interview: "Not For Profit Clients in Accounting: Jeremy van Groll."For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below.******************************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 valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth.This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn:✓ What is a 'reachout' and how to create your target list✓ How to keep in touch with your contacts and how to approach follow up✓ How to make an introduction and extend your network by being helpful✓ How to start a conversation with someone you don't already know✓ How to make a new business offer without being salesyIf you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day. DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-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 '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 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.
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May 27, 2022 • 11min

The Price Is Right Part 9 - Not All Business is Good

BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 9 - Not All Business is Good." ***APOLOGIES FOR THE AUDIO ON THIS BONUS EPISODE***In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation.Key takeaways from this episode include:★ asking whether all new business is good business for accountants★ what a scarcity mentality and fear looks like for today's accountants and CPAs★ why accountants cannot often control the quality of clients or business they look after★ the downsides for accountants of taking on all clients who do not fit your firm★ the reasons accountants feel forced to take on all clients who are referred to them★ positioning tips for accountants who do not want to win new business on price alone★ how saying 'no' to certain types of work or clients actually helps accountants★ the importance of grading clients and opportunities in accounting firms★ what accounting professionals can do to become the 'without whom...' for their clients★ an example of what saying 'no' the wrong business looks like for accounting firms★ shout out to Gordon Gilchrist for coming up with PITA clients for accountants - "pain in the ass!"★ how accountants can break the cycle of taking on unsuitable clients and pricing them poorlyNOTE 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 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.◤━━━━━━━━━━━━━━━━━━━━◥Follow Accounting Influencers on Linkedin - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies from the Accounting Influencers Podcast and events. Just go here: https://www.linkedin.com/company/accountinginfluencers◣━━━━━━━━━━━━━━━━━━━━◢
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May 26, 2022 • 33min

Accounting Firm Leadership Priorities: Gary Shamis

Episode 105. In today's interview, "Accounting Firm Leadership Priorities with Gary Shamis."Gary Shamis is a former top 40 US accounting firm managing partner who sold to BDO in 2015. He is now CEO of Winding River Consulting, a high-level strategy consulting for the Restaurant, CPA, and professional services industries. Amongst many other accounting accolades, Gary won EY Entrepreneur of the Year and is a Top Ten Managing Partner Elite (Accounting Today) where he was called the “very model of the modern managing partner. he was awarded Most Admired Peer (INSIDE Public Accounting) and has more than a dozen appearances on the Most Influential list (Accounting Today). He has served within the ranks of the American Institute of Certified Public Accountants and is co-author of How to Manage Your Accounting Practice: Taking Your Firm from Chaos to Consensus.Key takeaways from this episode include:◆ how the accounting firm managing partner role has not changed as it should over the years◆ what managing partners should really be doing and working on in accountancy firms◆ how most managing partners in professional firms come into the role by accident rather than intention◆ why leadership has never been more important than now for accounting practices and the profession◆ whether it's harder being a CPA or accounting firm managing partner now or at any time in the past◆ challenging and reforming the outdated hierarchical business model in accountancy firms◆ the increasing importance of outsourcing for accounting practices to remain competitive◆ the impact of hybrid and virtual working on talent and performance in accountancy firms◆ how accountancy has misunderstood advisory for years but is now starting to step out of the compliance comfort blanket◆ the 3 optimum ways an accounting firm can grow and generate new revenues◆ how the old ways of networking and business development are now much less effective for accounting firm growth◆ what stops many accountancy firm managing partners from planning their exit and succession properly◆ how accounting practices can maximize human capital to drive growth and culture◆ why CPA firms and accountancy practices should protect their employees in a global talent war◆ the single biggest challenge faced by accounting firms today (it involved baby boomers)◆ what millennials and Gen Z really want from a cultural and career perspective in accountancy◆ how accounting firm leaders can establish a strong employer brand to become the right choice for fresh talent◆ how the accounting firm website has replaced the marketing brochure◆ the conflict that most professional firm websites encounter in trying to attract both staff and clients◆ why accountancy practices are less concerned with client attraction and more concerned with talent attraction◆ what some firms are doing to pivot the resources and focus of their marketing departments◆ the main reasons young people are turned off a career in accounting and finance◆ the three cohorts of accounting firm managing partner and the needs of each◆ why the traditional accounting firm retreat no longer works for leaders and partnershttps://www.linkedin.com/in/gary-shamis-wrchttps://windingriverconsulting.comNOTE 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 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.
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May 25, 2022 • 12min

Three Signs of Executive Presence in Accountants

Episode 104. In today's practical episode, "Three Signs of Executive Presence in Accountants." In these segments, we pick out key trends and events in accounting and fintech media and analyse/interpret them for accountants in practice.Key takeaways from this episode include:➤ how do people react when you walk into a room or show up on a video call?➤ what executive presence gives accountants and leaders in professional environments➤ the importance of avoiding non-words that dilute the communication impact of accountants➤ what executive presence means for trusted advisor status with clients of accountants➤ what style means in professionals like accountants who have executive presence➤ the relationship between character, personal brand and reputation for accountants➤ the role of substance in accounting executive presence, especially in thinking strategically➤ the importance of strong character and inner values in developing accounting executive presenceNOTE 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 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.******************************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 valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth.This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn:✓ What is a 'reachout' and how to create your target list✓ How to keep in touch with your contacts and how to approach follow up✓ How to make an introduction and extend your network by being helpful✓ How to start a conversation with someone you don't already know✓ How to make a new business offer without being salesyIf you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day. DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/
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May 24, 2022 • 25min

Accountants – Make Good Clients Great: Susan Bryant

Episode 103. In today's interview, "Accountants - Make Good Clients Great: Susan Bryant."Susan Bryant is a CPA with a vision to help business owners achieve their dreams. She has been voted Top 50 Women in Accounting and works with the MB Group leading lead the Accounting Services team. Her favourite roles are being the architect of accounting processes, an M&A advisor and a tax strategist. Susan’s passion is transforming the lives of business owners by bringing order to the finance function and alleviating stress around taxes through proper and timely planning.★ how accountants can transform companies by professionalising the finance function★ a formula that accountants can follow to increase value for their business clients★ how most business owners have a poor grasp of accounting and actually do not want to get involved in the numbers★ what happens when business owners and entrepreneurs neglect solid accounting and financial advice★ why tax planning as a core service is so vital for accountants and why must convince their clients to invest in it★ the problems in expecting accountants and CPAs to be future-oriented★ the number one reason accountants under-value themselves and their knowledge★ valuable tips to help accountants justify the prices they charge for their services★ the importance for accountants to educate clients on how they price, work and measure results★ why successful accounting is 90% communication when creating a strong client experience★ what prevents accountants from communicating properly to their clients and the problems this creates★ the single biggest reason accounting firms should standardise processes and create standard operating procedures (systems)★ what makes onboarding such a critical but intensive process for accountancy practices★ why running an accounting practice or CPA firm should be viewed as running a regular business vz a professional services firm★ what accountants should do to educate their clients and make them better to work with★ why some accountants get pushed around by their business clients★ what accountants and CPAs should do with clients who do not conform to their ways of working★ why 'honest conversations with clients' are tough for accountants and how they can develop the courage to have them★ effective tips to help accounting practices recruit better peopleOutside work, you'll find Susan whipping up new dishes in the kitchen, shopping at the mall with her teenage daughters, planning (in excruciating accountant-like detail) her next vacation and, if it's Christmas-time, glued to the Hallmark Channel. https://www.linkedin.com/in/susanbryantcpa/https://twitter.com/MBGroupSusanBNOTE 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 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.
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May 23, 2022 • 11min

How Accountants Can Inspire the Next Generation

Episode 102. In today's news episode, we discuss "How Accountants Can Inspire the Next Generation."Key takeaways from this episode include:➨ questions accountants are asking themselves in looking for meaningful work➨ the merits for accountants of giving something back to the profession to increase job fulfilment➨ what candidates for accounting firm vacancies ask themselves about employer brand➨ acknowledging the skills and talent shortage in accountancy that is driven by the 'great resignation'➨ asking how attractive accountancy is as a career for new people and younger generations with options➨ what elements of an accounting job are making it less desirable as a a career than other sectors➨ what 'passing one's knowledge on' means for accountants and CPAs to inspire the next generation of professionals➨ what teaching a new breed of accountants might look like on the resumes of active accounting professionals➨ how some cities are better than others at offering courses and skills programs in accounting➨ why some of the school curriculum does not equip young people for the world of work➨ why more young people need attracting to the accounting profession to grow the economy, and how current accountants can helpSource: The answer to the skills shortage is in your hands by Carl Readerhttps://www.accountingweb.co.uk/community/blogs/carl-reader/the-answer-to-the-skills-shortage-is-in-your-handsRelated episodes:The Best City for Accountants - Does It Really Matter?https://bit.ly/3F2kgtT******************************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 valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth.This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn:✓ What is a 'reachout' and how to create your target list✓ How to keep in touch with your contacts and how to approach follow up✓ How to make an introduction and extend your network by being helpful✓ How to start a conversation with someone you don't already know✓ How to make a new business offer without being salesyIf you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day. DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-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 '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 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.
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May 22, 2022 • 1h 19min

Accounting Leader Priorities & Executive Presence Tips

Episode 101. On this week’s Accounting Influencers Podcast:➜ News - "How Accountants Can Inspire the Next Generation." ➜ Special Guest Interview: "Accountants - Make Good Clients Great: Susan Bryant."➜ Rob shares practical advice and tips on "Three Signs of Executive Presence in Accountants."➜ Expert Interview: "Accounting Firm Leadership Priorities: Gary Shamis."For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below.******************************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 valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you’re a partner, you’re under pressure to show you’re worth a seat at the table. If you’re below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth.This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn:✓ What is a 'reachout' and how to create your target list✓ How to keep in touch with your contacts and how to approach follow up✓ How to make an introduction and extend your network by being helpful✓ How to start a conversation with someone you don't already know✓ How to make a new business offer without being salesyIf you follow and implement this guide, you will create significant new career options and new business opportunities in the next 30 days. Start today by taking control and toning up your business development skills with a tried and tested 5 step system you can apply with ease every single day. DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-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 '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 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.
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May 20, 2022 • 9min

The Price Is Right Part 8 - Reliance on Referrals

BONUS: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 8 - Reliance on Referrals." ***APOLOGIES FOR THE SOUND QUALITY ON THIS RECORDING***In these bonus episodes, we focus on upskilling the accountants, bookkeepers, CPAs and commercially focused fintech vendors to better handle key challenges in their professional role like client service, closing deals, negotiating, pricing, hiring, reputation and differentiation.Key takeaways from this episode include:》 the complacency that exists in accounting given it is a service mandated by law so business just comes to most firms》 the advantage lawyers and other service professionals have over accountants in developing the skills to create new work opportunities》 the problems for accountants who lack the confidence to negotiate, price and ask for new business》 the downsides of referrals for accounting professionals, particularly when they rely on them too much》 the dangers for accounting firms of expecting new business to come in by chance or good luck》 the pricing challenges that arise for accountants who become weak and lose confidence through not having to proactively win work************************If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.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 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts...How to leave a review on Apple Podcasts① Open the Podcasts app on your iPhone, iPad, or Mac.② Navigate to the page of the Accounting Influencers Podcast.③ Scroll down to find the subhead titled "Ratings & Reviews."④ Under one of the highlighted reviews, select "Write a Review."Anything about the style of the show, the frequency, the content, the CPE/CPD, the hosts Martin and Rob, the guests, the different segments or something in particular that's made a difference. Listeners can rate the show on a scale of one to five stars and can also add a written review. Please also recommend the show to people in your network because we'd love to reach a wider audience. Thank you from Rob, Martin and the whole Accounting Influencers Podcast team.

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