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Accounting Leaders Podcast
23 minutes | Oct 18, 2021
The inside story of GoProposal’s acquisition by Sage, with James Ashford
We're interrupting your podcast feed for a bonus, shorter episode to discuss some breaking industry news. Last week, pricing and onboarding app GoProposal announced that they had been acquired by Sage. To give you the inside story, we brought back one of our earlier guests, the co-founder of GoProposal James Ashford. In this episode, James shares why he made this decision, what it means for GoProposal's customers and the wider profession, what accountants can learn from his M&A experience, and most importantly, what comes next.James and Stuart discuss: Making the decision to sell GoProposal at day 1 (2:15) Wrestling with your ego and testing the market (4:10) What accountants can learn from James’ experience (6:50) Deciding to sell GoProposal to Sage (9:30) Prioritizing the GoProposal team and ensuring their buy-in every step of the way (10:45) The positive and negative reactions from GoProposal customers (12:00) What will happen to GoProposal’s integrations with Sage competitors? (15:30) The next chapter for James (16:30) A deeper integration between GoProposal and Karbon (21:30)
42 minutes | Oct 13, 2021
Navigating the crypto and tax world, and the trends you need to know, with Zach McClure and Arthur Teller
This week, Stuart is talking all things cryptocurrency with Arthur Teller and Zac McClure from TokenTax, the leading crypto tax platform and cryptocurrency tax accounting company. Together they discuss a broad range of crypto topics including how this movement is giving the younger generation a way to gain wealth, the global implications, and the trends in cryptocurrency that everyone in the accounting profession should know about. They even provide an answer to Stuart’s question; “what is going to 20x in value in the next two years”! Together they discuss: Bitcoin or Ethereum (1:20) Arthur’s journey toward involved with crypto and TokenTax (3:00) Zac’s experiences in Zimbabwe and India (5:00) Discovering cryptocurrency and the birth of TokenTax (7:50) Being here for the long-haul (13:00) The IRS’ approach to cryptocurrency (14:00) The transition from the corporate world to the crypto world (17:20) Navigating crypto’s complexities and ambiguities (19:10) The countries showing the most progression and maturity toward cryptocurrency (22:40) The mistakes occurring in the US (25:40) The impact of the generational shift (27:00) What happens when the young become rich (30:10) Generations interacting and adapting to a whole new concept of economics (33:00) The importance of (and problem with) common sense (36:50) Zac and Arthur’s predictions for the coins or tokens that will 20x over the next two years! (38:00)
48 minutes | Oct 6, 2021
What success really means, the state of UK accounting, and the strength of community, with Heather Townsend
This week, Stuart is joined by Heather Townsend, founder of The Accountants Millionaires' Club, author of 6 books, and highly-regarded influencer, speaker and coach to accounting firm owners. They explore the intricacies of her career, her capacity to be well prepared, and the growth that she's helped many partners and firms achieve over the years.Together they discuss: How Heather fell into the accounting profession (1:40). Being an educator, taking the complex and making it simple (6:30). Acknowledging that you can’t do everything (9:00). The 3 ways to grow an accounting practice (10:30). Pricing and increasing your fees (12:00). Going after the wrong goals and having the wrong ideas of success. (16:00). Recruiting challenges and the impact of COVID-19 (22:10). Outsourcing and offshoring staff (28:30). Teaching the wrong skills to young accountants (35:40). The consolidation of technology (39:40). The future of compliance (41:40). The Accountants Millionaires' Club and the strength of community (45:30).
46 minutes | Sep 30, 2021
Improving life for your customers, powering prosperity, and not doing it on your own, with Jorge Olavarrieta from Intuit
This week, Stuart is joined by Vice President of Product Management and Design for Intuit, Jorge Olavarrieta. In a wide-ranging chat, Jorge shares the path that brought him to Intuit, how the business is solving its customer’s biggest problems, and what’s coming next.Together they discuss: Jorge’s education at Texas A&M University (2:30). The path that led him to a company that employs more than 10,000 and brings in $10billion annual revenue, and working under different Intuit leaders and CEOs (14:30). Cryptocurrency, Bitcoin, and accepting it as a form of currency (20:40). How marketplaces influence technology adoption (23:10). Competitors, partners and providing the best solution to the customer (28:30). Intuit’s approach to practice management and the decision to partner with Karbon (39:00).
43 minutes | Sep 22, 2021
Being responsively responsive, adopting technology, and providing expert evidence in court, with Ohran Gobrin
This week Stuart is joined by a friend and accounting industry colleague, Ohran Gobrin from Fuller Landau in Canada. Together they discuss: Stuart and Ohran catch up (0:59-2:00). Ohran’s journey from engineering to accounting (2:00-8:20). Being responsibly responsive to a changing environment (8:20-14:03). Rolling out a hybrid model in your firm (14:03-18:48). How Ohran went from living in South Africa to Canada (18:48-22:59). Ohran’s different experiences and roles in the accounting industry (22:59-27:05). Technology adoption in the accounting industry (27:05-32:27). Ohran’s experience providing legal expertise and expert evidence in the Ontario courts (32:27-35:16). What’s on the horizon for Fuller Landau and the accounting industry (35:16-42:31).
37 minutes | Sep 16, 2021
Working with your dad, creating the ultimate client experience and technologies that the industry needs, with Bernie and Jason Ackerman
This week Stuart is joined by the father-son accounting duo: Bernie and Jason Ackerman. Together they discuss: The hunt for the world’s best scrambled eggs (0:55-5:35). Bernie’s career journey and how he got his son, Jason, to join his firm (5:35-8:08). Loyal clients and low turnover is part of the reason why BNA is doing well today (8:08-9:13). When you join your dad’s company, it's in your best interest to upgrade the tech stack (9:13-12:26). Creating the ultimate client experience (12:26-18:28). What technologies and improvements the accounting industry needs (18:28-22:36). The downfalls of the partnership model (22:36-25:26). What’s in store for Jason’s future and BNA’s future (25:26-29:58). Computers are not replacing accountants anytime soon (29:58-31:40). PPP loans and some positive impacts COVID-19 had on the accounting industry (31:40-36:41).
58 minutes | Sep 8, 2021
The effect of having a designated motivator, defining the why, and creating an all-star tech stack, with Dawn Brolin
This week Stuart is joined by Connecticut-based CPA and author Dawn Brolin. Together they discuss: How experiences from coaching softball can be utilized in your accounting firm (1:14-8:45). Why you need a designated motivator (8:45-13:20). How to find the motivation (13:20-16:28). The importance of defining the WHY in your work (16:28-24:23). Trends in the industry (24:23-28:39). Dawn’s experience fighting against fraud (28:39-35:40). Innovation in accounting and the operational technology stack (35:40-47:11). Running a virtual-first company, and the opportunities it allows (47:11-49:11). All about Powerful Accountants Inc and their clients (49:11-56:51).
36 minutes | Aug 31, 2021
Networking, the benefits of running a small firm and saying ‘no’, with Gary Wood
Gary Wood from CRC, a small accounting firm in Missouri, joins Stuart on this week's episode. Together they discuss: The value of conferences, with a little sprinkle of hockey playoff talk (0:53-4:48). The importance of networking with accountants in similar-sized firms (4:48-6:44). Dealing with legislative changes and government resources during COVID-19 (6:44-9:55). Burnout, overworking and saying ‘no’ (9:55-12:12). Having deep, instead of wide, client relationships (12:12-15:29). Client retention and communication (15:29-17:54). Work-life balance (17:54-19:30). The benefits of working for a small firm (19:30-22:55). How does the accounting industry change its recruiting pitch to get young professionals into the industry (22:55-26:47). Why accountants love seeing their clients succeed (26:47-31:36). Creating a blueprint for running a small firm (31:36-35:20).
54 minutes | Aug 25, 2021
Helping clients tell their story, building long-lasting partnerships and automating the accounting industry, with Steph Hinds
Long-time friend of Stuart, Steph Hinds from Growthwise, joins the podcast to talk about topics from accounting to Australia (and everything in between). Together they discuss: How Steph’s business and clients are handling the impact of COVID-19, how different areas of the world are handling the situation, and how community has been critical during the past 1.5 years (1:32-21:00). The importance of telling your story (21:00-24:45). Loving what you do and who you work with (24:45-26:39). When larger companies come into your town (26:39-31:52). Automating the accounting industry (31:52-41:39). The state of the Australian economy (41:39-53:40).
42 minutes | Aug 18, 2021
Hiring effective workers, scaling your company and utilizing marketing for firm growth, with David DiNardo
Our first Canadian Guest, David DiNardo, joins Stuart on this week's episode of the Accounting Leaders Podcast. Together they discuss: How Envolta and their clients are doing throughout Covid-19 (0:36-4:39). Preventing burnout and focusing on mental health in the never-ending tax season (4:39-8:24). Specializing in a specific vertical/niche (8:24-11:36). The importance of marketing (11:36-20:04). David’s career path to owning a bookkeeping company, plus the lessons he learned along the way (20:40-26:31). Growth and acquisitions (26:31-28:42). Building a performance-based team (28:42-29:57). Cloud-based work allows you to have it all (29:57-30:59). Scaling your company (30:59-32:51). Creating and maintaining and online company culture (32:51-35:26). Companies, and company characteristics, to keep your eye on (35:26-38:09). The best part of being an accountant (38:09-41:26).
35 minutes | Aug 11, 2021
Calculated risks and lifetime learning are the keys to success, with Bruce Phillips
This week Stuart sits down with seasoned CPA and cloud technology advocate, Bruce Phillips from Aprio Cloud. Together they discuss: When traditional accounting was simply accounting (1:58-4:42). Mentorship and advice for the early years of your career (4:42-7:07). The biggest changes in accounting from getting rid of file rooms to cloud accounting (7:07-9:19). Global accounting (9:19-11:06). Relationship building, networking and lifetime learning (11:06-12:42). Owning a smaller firm vs. being part of a large firm (12:42-16:43). Changes in the talent market and how firm’s can meet current and potential employee expectations (16:43-26:43). The different cycles of accounting functions and the need for them to be automated (26:43-29:58). Why stop working when you can work from your boat (29:58-31:23). Advice for the next generations of accountants (31:23-33:55).
46 minutes | Aug 6, 2021
Making a difference through closing deals, selling services and client relationships, with James Ashford
In the second episode of the Accounting Leaders Podcast, Stuart sits down with James Ashford from GoProposal. Together they discuss: His career path from magician to GoProposal, and everything in between (2:12-20:10). What happens when the complex meets the complicated (20:10-25:45). Vertical vs. horizontal software (25:45-29:34). How the caring nature of accountants is their greatest strength and biggest weakness (29:35-33:29). What’s next for accounting industry, GoProposal and James (33:30-45:15).
46 minutes | Jul 27, 2021
What got us here might not get us there, with Jeremy Allen
Jeremy Allen, founder of System Six, joins Stuart in the inaugural episode of the Accounting Leaders Podcast.Working for a cloud-based company (2:46-5:00). Small town living (5:00-6:47). How Covid has affected System Six, their clients and the future of the accounting industry (6:47-20:00). Jeremy's career path and the lessons he learned along the way (20:00-26:58). Company growth and acquisition vs. being acquired (26:58-33:32). Company culture and work-life balance (33:33-39:03). Questions that Stuart is asking as he plans the future of Karbon (39:03-45:03).
1 minutes | Jul 15, 2021
Welcome to the Accounting Leaders Podcast
Welcome to the Accounting Leaders Podcast, a weekly podcast where our host, Stuart McLeod, goes behind the scenes with the worlds top accounting leaders. Each week Stuart will have an open conversation with his guests about anything and everything accounting. Whether you are looking for benchmarks for your firm, want to learn how the best leaders in the world of accounting do their thing or simply want to enjoy some mindless banter between people in your industry, this podcast is for you. So grab a cup of coffee and sit down with Stuart as he dives deep with the leaders of the accounting industry.
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