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Accountants' Success SecretsAccountants' Success Secrets ReflectionsWelcome to another episode of Accountants' Success Secrets! In this special Reflections instalment, co-hosts Philippa Haynes and Mark Lee look back on some of their favourite recent interviews with inspiring UK accountants and bookkeepers. Drawing on conversations with Sharon Baker, Jon Norton, Noel Guilford, and Kath Docherty, Philippa and Mark share standout insights ranging from personal branding and recruitment strategies to pricing, client selection, and the power of embracing mistakes. Whether you’re a seasoned practice owner or just setting up shop, you’ll hear real stories, candid advice, and plenty of encouragement to help...2025-07-0736 min
Accountants' Success SecretsAccountants' Success Secrets with Kath Docherty of Hydref AccountingWe welcome Kath Docherty from Hydref Accounting to the podcast chair!In this episode of Accountants' Success Secrets, hosts Mark Lee and Philippa Haynes chat with Kath about her journey from running a compliance-heavy practice to creating a firm focused on building strong client relationships and delivering real value. Kath shares honest insights on finding her niche, the joys, and challenges, of bookkeeping, and why confidence in pricing is key for accountants who want to stand out. With stories, laughs, and practical advice, this episode is packed with down-to-earth wisdom for accountants at any stage i...2025-07-0234 min
Accountants' Success SecretsAccountants' Success Secrets with Noel Guilford of Guilford Accounting"I try and only do what only I can do... If I can share some of the knowledge and experience that I've gained in my career, then that's a good way to round off my career, perhaps put it that way. Not that I'm looking to retire anytime soon." — Noel GuilfordIn this episode of Accountants' Success Secrets, we sit down with Noel Guilford of Guilford Accounting, a seasoned accountant with a passion for empowering small businesses. Noel shares his fascinating journey from corporate finance partner to founder of a boutique practice in Che...2025-06-2537 min
Accountants' Success SecretsAccountants' Success Secrets with Jon Norton of Barefoot AccountingWe welcome Jon Norton from Barefoot Accounting to the podcast chair!"All you can do is worry about your next step. That’s all you can do."This beautifully sums up the organic, adaptable way Jon has approached his career - moving from one opportunity to the next, learning and evolving as he goes, and focusing on practical progress rather than having a rigid, long-term plan. His story is a reminder that success often comes from being open to change and taking things one step at...2025-06-1837 min
Accountants' Success SecretsAccountants' Success Secrets with Sharon Baker of Kinder AccountantsIn this episode, Sharon Baker, founder of Kinder Accountants, shares her inspiring journey from starting her own practice to building a thriving, award-winning firm with a focus on kindness, innovation, and client relationships. Sharon reveals the highs and lows, the importance of saying no, the impact of technology, and her approach to building a supportive team and meaningful advisory services. Hosts Mark Lee and Philippa Haynes dig into what makes Kinder Accountants unique, offering plenty of practical wisdom for accountants and bookkeepers at any stage of their career.Interested in receiving the Ebook of...2025-06-1136 minAccountants' Success SecretsAccountants' Success Secrets Reflections🎉 Podiversary Reflections! 🎉In our latest episode of Accountants’ Success Secrets, we’re celebrating TWO years of inspiring interviews with accountants and bookkeepers who are changing the game. Join Philippa Haynes and Mark Lee as they reflect on four standout guests—from trauma-informed CFOs to niche ecommerce experts—and share what’s really making accountants shine in today’s world.Ready for fresh insights, real stories, and practical ideas to help YOU stand out? Tune in now and get inspired! 🚀Harriet Formby – Founder of Below the Line Finance, Bath (Episode 58)Chris Gascoigne – Head of Acumist, b...2025-06-0434 min
Accountants' Success SecretsAccountants' Success Secrets with Paula Tomlinson of On the Spot AccountantsPaula Tomlinson started her journey with a simple, honest question: what do small businesses really want from their accountants? Sitting down with a blank sheet of paper, she listened closely and found clear answers. Small business owners needed a chartered accountant who genuinely understood them, their ambitions, and the quirks of their business—someone consistent they could trust. They valued straightforward, fixed fees and didn’t mind where their accountant was based, even before remote work became the norm. More than anything, they wanted a trusted adviser, not just a number cruncher.Paula set out to be...2025-05-2836 min
Accountants' Success SecretsAccountant's Success Secrets with Elly Flower of Fox Clever BookkeepingWelcome to another episode of Accountants' Success Secrets! In this episode, hosts Mark Lee and Philippa Haynes sit down with Ellie Flower, founder of Fox Clever Bookkeeping. Ellie shares her unique journey from running a digital SME in Cornwall to launching her own bookkeeping practice, now specializing in e-commerce and supporting online retailers across platforms like Shopify, Amazon, and Etsy.Ellie opens up about the challenges of moving into the finance world without a traditional accountancy background, how she found her niche in the fast-growing e-commerce sector, and the importance of community and knowledge sharing i...2025-05-2137 min
Accountants' Success SecretsAccountants' Success Secrets with Chris Gascoyne of AcumistWelcome to episode 59 of Accountants' Success Secrets! This week, hosts Mark Lee and Philippa Haynes sit down with Chris Gascoyne, founder of Acumist, an accountancy practice based in Windlesham, Surrey. With over thirty years of experience, Chris has carved out a niche working with creative businesses as well as clients in property, construction, and wholesale.In this insightful conversation, Chris shares the story behind launching his own practice after a redundancy, the twists and turns of building a lifestyle business, and the lessons learned from decades of serving loyal clients—some of whom have been wit...2025-05-0733 min
Accountants' Success SecretsAccountants' Success Secrets with Harriet Formby of Below the Line Finance"I wanted to have the confidence to say "no" when I really wanted to say "yes""Welcome to another episode of the Accountants’ Success Secrets podcast! This week, hosts Mark Lee and Philippa Haynes sit down with Harriet Formby, founder of Below the Line Finance in Bath. Harriet’s journey is anything but ordinary—after qualifying as a chartered accountant and working in corporate finance for what she calls “faceless entities,” she chose to break away and build her own practice focused on purpose-driven businesses.In this episode...2025-04-3035 minAccountants' Success SecretsAccountants' Success Secrets podcast: ReflectionsWelcome back to the Accountants’ Success Secrets podcast! In this special Reflections episode, your hosts Philippa Haynes and Mark Lee take a break from their usual interviews to look back on four insightful conversations with recent guests: Adam Clegg, Isobel Chaplin, Sam Gooding, and Michael Austin. Together, they spotlight the key themes and standout moments from each interview—ranging from building client relationships and valuing authenticity, to the importance of self-worth, personal branding, and team development in accountancy practices.Philippa and Mark share their personal takeaways on everything from local networking versus online presence, to the b...2025-04-2336 min
Accountants' Success SecretsThe Accountants' Success Secrets with Michael Austin of Blue Dot ConsultingIn this engaging episode, Michael Austin shares his journey of establishing Blue Dot Consulting over the past 24 years, guiding listeners through his transition from a CFO/FD role to launching a successful practice.Tune in to... 🔹 Discover how Michael's industry experience shapes Blue Dot Consulting's unique approach to financial management, tailoring services to client needs with a focus on high-quality financial reporting.🔹 Be inspired by Blue Dot's commitment to proactive financial management and the use of technology, highlighting the long-standing preference for QuickBooks due to its superior reporting capabilities.🔹 Learn about Michael's...2025-04-1634 min
Accountants' Success SecretsAccountants' Success Secrets with Sam Gooding of Gooding AccountsThis week's guest is Sam Gooding, the dynamic founder of Gooding Accounts.Starting his journey in 2014 from a spare room, Sam has successfully grown his practice into a thriving firm with 35 team members spread over three local offices—remarkably achieving this growth without any acquisitions.Sam shares the secrets behind his success, from his focused approach to networking that still pays dividends years later, to fostering a workplace culture that prioritizes well-being and personal growth. Hear how he transformed near burnout into a daily routine that balances fitness and business acuity, and how he has le...2025-04-0933 min
Accountants' Success SecretsAccountants' Success Secrets with Isobel Chaplin of IJC FinanceThis week's episode of Accountant's Success Secrets features Isobel Chaplin, the dynamic force behind IJC Finance Ltd in Colchester, Essex.With over 16 years of corporate experience and qualifications from AAT and ACCA, Isobel is no stranger to the complex world of finance. Her practice thrives on delivering bespoke accountancy services to growing businesses, from solo entrepreneurs to limited companies.Listen as Isobel shares her inspiring transition from the demanding corporate sector to managing her own firm while balancing motherhood. Her journey is a testament to resilience and innovation, as she steered her practice through the...2025-04-0237 min
Accountants' Success SecretsThe Accountants' Success Secrets with Adam Clegg of Swift AccountancyIn this week's episode of Accountants' Success Secrets, we welcome Adam Clegg, the driving force behind Swift Accountancy in Ashford, Kent.Adam's journey in starting his own accountancy practice is filled with strategic foresight and adaptability. Launching Swift Accountancy in 2020, amidst a backdrop of global uncertainty, Adam carved out a path to success by leveraging his extensive experience with medium to large firms and a solid grounding in the family business.Tune in as Adam shares his insightful experiences, discussing everything from setting up a thriving practice and managing team dynamics, to establishing strong client...2025-03-2636 minAccountants' Success SecretsAccountants' Success Secrets ReflectionsIt's reflection time!This week is a time for reflection as Mark Lee and Philippa Haynes review the last (in this case) 3 guest interviews.The aim is to revisit and to discuss what we've learned and how it can be applied to other accountants and bookkeepers businesses.This week we are discussing:Neil Criddle of NDCDomini Atkins of Limeflower BookkeepingAnd Ceri Jackson de AzevedoIf you've not listened to these episodes, it's a good opportunity to catch up and if you have you'll have more...2025-03-1331 minAccountants' Success SecretsAccountants' Success Secrets with Ceri Jackson de Azevedo of Rebus Bookkeeping & AccountancyIn this episode, hosts Mark Lee and Philippa Haynes welcomed the innovative and inspiring Ceri Jackson de Azevedo, founder of Rebus Bookkeeping and Accountancy, to share her journey from running a successful restaurant in Brazil to establishing her dynamic bookkeeping practice in the UK.Key Highlights:Adaptability and Growth: Ceri emphasizes the importance of staying open to learning and adapting in a rapidly changing accounting landscape. Her journey underscores how crucial it is to be versatile, especially during unexpected global events like COVID-19.Building the Right Team: Ceri's approach to...2025-03-0537 min
Accountants' Success SecretsAccountants' Success Secrets with Domini Atkin of Limeflower BookkeepingIn this milestone 50th episode of the Accountants' Success Secrets podcast, we sit down with Domini Atkin, founder of Limeflower Bookkeeping. Domini launched her practice in 2005 and has built it on a solid foundation of personal referrals and dedication to her clients' growth.As you listen to this episode, you'll... 🔹 Discover how Domini strategically rebranded her practice, enhancing client engagement through the new slogan, "Find Your Power."🔹 Be inspired by her journey from traditional letter-based client outreach to modern brand-building techniques, underscoring the importance of evolving with industry trends.🔹 Gain insights on managing work-life...2025-02-1937 min
Accountants' Success SecretsAccountants' Success Secrets with Neil Criddle of NDCWelcome to the forty-ninth episode of the Accountant Success Secrets podcast! Join your hosts Philippa Haynes from Insight 101 and Mark Lee from BookMarkLee as they delve into inspiring stories from the accounting world. This week, we're thrilled to bring you an enlightening conversation with Neil Criddle, the founder of Neil's Data Consultancy (NDC) based in Weston Super Mare, North Somerset.Neil's journey is nothing short of remarkable. Having been unexpectedly fired from his previous job in 2020, he seized the opportunity to start his own practice. Under his leadership, NDC has grown rapidly, boasting a...2025-02-1237 minAccountants' Success SecretsAccountants' Success Secrets ReflectionsJoin Hosts Philippa Haynes and Mark Lee in this engaging reflections episode on Accountants' Success Secrets! In a departure from the usual guest format, Philippa and Mark take a moment to reflect on the incredible insights and remarkable stories shared by four stellar interviewees from recent episodes. Discover the essence of specialized expertise in the accounting industry through Dave Burr's passion for the hospitality sector and his invaluable advice on beyond-the-numbers services.Get inspired by Emma Fox's journey from small practice owner to a business titan with over 50 staff, emphasizing the critical role of human t...2025-02-0532 min
Accountants' Success SecretsAccountants' Success Secrets with Lara Manton of LJM Bookkeeping LtdThis week's guest is Lara Manton of LJM Bookkeeping Ltd.Lara's entrepreneurial spirit and strategic ingenuity have propelled her to the forefront of bookkeeping excellence. Since launching her own practice in 2011, Lara has adeptly navigated both personal and professional challenges, including her journey dealing with ME (Myalgic Encephalomyelitis), to build a thriving, technology-driven business.With a seat on the advisory council of the ICB and an award-winning practice recognized as Xero’s Small Firm of the Year, Lara is truly a powerhouse in leveraging cutting-edge technology to maximize efficiency and client success.In th...2025-01-2936 min
Accountants' Success SecretsAccountants' Success Secrets with Leanda Daddow of Celtic Bookkeeping and Accounting ServicesIn this episode of the Accountant Success Secrets Podcast, hosts Philippa Haynes and Mark Lee are joined by the remarkable Leanda Daddow, founder of Celtic Bookkeeping. Leanda shares her inspiring journey from the Royal Navy to building a thriving bookkeeping practice in Cornwall. Despite facing significant personal challenges and nearly shutting down her business during a difficult period, Leanda persisted and successfully transformed her firm. Today, Celtic Bookkeeping specializes in serving construction businesses and other growing enterprises, emphasizing client relationships and tailored services.Leanda's story is one of resilience, innovation, and a commitment to living her dreams—bo...2025-01-2233 min
Accountants' Success SecretsAccountants' Success Secrets with Emma Fox of Fresh Financials GroupWelcome back to another inspiring episode of Accountants' Success Secrets, where hosts Mark Lee and Philippa Haynes delve into the journeys of successful accountants to motivate and guide professionals across the UK. In this episode, we are thrilled to have Emma Fox, the founder of Fresh Financials, a pioneering bookkeeping firm based in Lewes, East Sussex.Emma's story is a testament to resilience and innovation. Starting her practice to gain flexibility while raising a family, she has grown Fresh Financials to a remarkable team of over 50 employees, thanks to the early adoption of cloud accounting solutions and...2025-01-1533 min
Accountants' Success SecretsAccountants' Success Secrets with Dave Burr of Carroll AccountantsWelcome back to another episode of "Accountants' Success Secrets!" In today's insightful episode, your hosts Mark Lee and Philippa Haynes dive deep into the world of hospitality accounting with special guest Dave Burr of Carol Accountants. Sponsored by Pinnacle Global Group and the Tax Advice Network, this episode offers a wealth of knowledge for accountants looking to specialize and thrive in industry-specific niches.Dave shares his journey from accidentally starting his accounting practice to becoming an industry expert in the hospitality sector. With a focus on pubs, restaurants, and hotels, Dave highlights the importance of industry-specific experience...2025-01-0834 min
Accountants' Success SecretsThe Accountants' Success Secrets TAKE 8 ReflectionsPhilippa and Mark return in our 48th episode of "Accountants' Success Secrets" to reflect on a year's worth of intriguing interviews and valuable stories from the accounting world. In this episode, we dive into the journeys and strategies of industry experts such as Claire Flinders, Haley Meager, Andrew Evans, Anne Wordsworth, and Sam Newton.As you listen to this episode you'll... 🔹 Discover Mark Lee's powerful analogy comparing social media to billboards and how visibility depends on audience interest.🔹 Learn from Claire's experience of scaling back her practice for strategic growth, increasing profitability while reducin...2024-12-1837 min
Accountants' Success SecretsThe Accountants' Success Secrets with Sam Newton of Gravitate Accounting🎙️ Podcast Episode #42: The Accountants’ Success Secrets with Sam NewtonSam Newton's story is a compelling mix of challenge, innovation, and strategic growth. From his early training days in a small firm to a transformative stint in Australia with KPMG, Sam's unique journey led him to Sheffield, where he laid the foundation for Gravitate Accounting. His firm is making waves by merging traditional accountancy with cutting-edge digital solutions and outsourced finance director (FD) services.🧩 Key Highlights:A Hybrid Approach: Gravitate Accounting combines traditional accountancy with outsourced...2024-12-1134 min
Accountants' Success SecretsAccountants' Success Secrets with Andrew Evans of SKY Life Accountancy🎙️ Get ready for an electrifying new episode of "Accountants' Success Secrets"! This week, we're thrilled to feature Andrew Evans, the dynamic founder of Sky Life Accountancy based in Caerphilly, Wales.Andrew's journey is a captivating blend of grit, passion, and innovation. With a rich background that spans financial reporting at the BBC and a heartfelt commitment to the video games industry, Andrew has carved out his niche.In this episode, we delve into Andrew's unique approach to working environments—imagine a dimly lit office with neon lights designed to maximize focus. We explore his methodi...2024-12-0439 min
Accountants' Success SecretsAccountants' Success Secrets with Hayley Meagher of Butlers Accountants🌟 Exciting News! 🌟🎧 Our latest episode of "Accountants' Success Secrets" just dropped, and it's a must-listen! We had the pleasure of hosting Hayley Meagher from Butler's Chartered Accountants, based in Leonce, Essex. Hayley shared some incredible insights drawn from her 13+ years of experience running her own successful practice.🚀🔥 Here are 3 key takeaways from our conversation with Hayley:Balanced Approach to Work-Life: Hayley's journey highlights the importance of achieving a healthy work-life balance, particularly in the demanding world of accounting. Her practice was born out of a desire to spend more time with her family without...2024-11-2737 minAccountants' Success SecretsAccountants' Success Secrets Podcast Reflections: TAKE 7Welcome to another exciting episode of "Accountants' Success Secrets," where your hosts Philippa Haynes and Mark Lee dive deep into the stories and strategies behind successful accountants. In today's episode, we reflect on our past interviews and share valuable insights from inspiring accountants Alicia Allen, Linda Booth, Joan Adams, Tom McManners and Kieran James. Stay tuned as Philippa and Mark unpack these stories, explore key takeaways, and share how fostering community and mentorship can pave the way to a thriving accounting practice. 👉 Listen now and let us know your thoughts! hashtag#Acco...2024-11-2032 min
Accountants' Success SecretsAccountants' Success Secrets with Claire Flinders of Mojo AccountingThis week's guest is Claire Flinders, founder of Mojo Bookkeeping and the Mojo Business Club, based in Leicester.Claire's incredible journey from a 25-year corporate career to building her own thriving practice will leave you inspired. After acquiring clients from a retiring accountant, she shifted focus to tax services, navigating challenges and rapid business growth. Feeling overwhelmed and facing burnout, Claire decisively downsized and refocused her business on the services she loves—bookkeeping, management accounts, and forecasting—achieving flexibility and increased personal earnings.In this episode, we delve into Claire’s self-taught transition into tax work...2024-11-1335 min
Accountants' Success SecretsAccountants' Success Secrets with Anne Wordsworth of Cube AccountingWelcome to another enlightening episode of "Accountants' Success Secrets!" with Philippa Haynes and Mark Lee.Today, we are thrilled to bring you an inspiring conversation with Anne Wordsworth, the dynamic Managing Director and owner of Cube Accounting.In this episode, Anne shares her journey from an apprentice who failed her A-levels to becoming a successful entrepreneur with over 25 years of experience. Join us as Anne recounts a humorous story about a client arriving with a suitcase full of records, setting the tone for Cube Accounting's personable and relatable approach.Listen in as Anne...2024-11-0638 min
Accountants' Success SecretsAccountants' Success Secrets with Kieran James of Stryde AccountancyWelcome to the 36th episode of "Accountants' Success Secrets!" Today, we have an inspiring conversation with Kieran James, Managing Director of Stride Accountants. Despite his unconventional journey into accountancy, Kieran has built a thriving firm that focuses on driving business growth through strategic financial management and advisory services.Join hosts Philippa Haynes and Mark Lee as they dive into Kieran's unique approach to leadership, team building, and market positioning. Learn how Kieran transitioned from the tech industry (Sage), overcame initial business challenges, and developed Stryde into a niche-focused consultancy serving small to medium enterprises using p...2024-10-3035 min
Accountants' Success SecretsAccountants' Success Secrets with Tom McManners of Treetops AccountantsWelcome to another episode of "Accountants' Success Secrets," where we uncover the stories and strategies behind the success of distinguished accountants. Today, we're delighted to chat with Tom McManners, the dynamic founder of Treetops Chartered Accountants.Tom's journey is anything but traditional. He transitioned from a building site to becoming a chartered accountant, eventually founding his firm from his home. Joined by his wife and partner, Cathy, Tom has grown Treetops into a thriving business with two offices in Farnborough and Milton Keynes, nearly 40 staff, and over 340 five-star reviews.In this episode, Tom s...2024-10-2239 min
Accountants' Success SecretsAccountants' Success Secrets with Joan Adams of Adams O'RourkeWe’re excited to bring you the latest episode of "Accountants' Success Secrets," your go-to podcast for insights and inspiration from leading accountants in the UK. This week, we’re honored to have Joan Adams of Adams O'Rourke join us to share her transformative journey in the accountancy world.📅 New Episode: Accountants_ Success Secrets with Joan Adams of Adams O_RourkeMeet Joan Adams:Award-Winning Accountant:Joan's firm recently received prestigious commendations at the Accountancy Excellence Awards and a Xero award in 2023.Client-Centric Approach:Her firm won the...2024-10-1734 min
Accountants' Success SecretsAccountants' Success Secrets with Linda Booth of We Do The BooksWe’re thrilled to share the latest episode of the "Accountants' Success Secrets" podcast, featuring an inspiring conversation with Linda Booth, founder of We Do The Books. This episode is packed with actionable insights and stories for accountants looking to enhance their practices.Episode HighlightsEmpowering Clients Through TechnologyLinda emphasizes the importance of empowering her clients—especially small business owners who are often short on time. She introduces them to tools like Xero to simplify tasks, such as VAT calculations, helping them manage aspects of their business more efficiently.Au...2024-10-1129 minAccountants' Success SecretsAccountants' Success Secrets TAKE 6Welcome to another exciting episode of "Accountants' Success Secrets," where your hosts Philippa Haynes and Mark Lee dive deep into the stories and strategies behind successful accountants.In today's episode, we reflect on our past interviews and share valuable insights from inspiring accountants like Peter Watkins, founder of Blue Penguin, and Tasnim Mustafa of Barnes and Scott, London's pioneering accountancy firm for tech startups. We delve into pivotal themes such as maintaining work-life balance, effective marketing strategies, leveraging AI, and the importance of building strong support networks.Plus, we'll preview our upcoming guest, Linda Booth...2024-09-2536 minAccountants' Success SecretsAccountants' Success Secrets with Alicia Allen of AMA AccountancyWe're thrilled to announce the latest episode of the "Accountants' Success Secrets" podcast featuring an inspiring conversation with Alicia Allen from AMA Accountancy!In this episode, hosts Philippa Haynes and Mark Lee dive deep into Alicia's journey from being a taxi driver to becoming a successful accountant and running her own thriving practice. Her story is one of determination, resilience, and navigating the challenges of a growing business.🔑 Key Takeaways from This Episode:Transition to Accountancy: Discover how Alicia transitioned from a taxi driver to a bookkeeping mogul and eventually rebranded to AMA...2024-09-1832 min
Accountants' Success SecretsAccountants' Success Secrets with Gareth Burton of Progress AccountantsWelcome to another episode of Accountants' Success Secrets, hosted by Philippa Haynes of Insight 101 and Mark Lee from Bookmark Lee. In today's episode, we are delving deep into the world of successful accounting practices with Gareth Burton, the founder of Progress Accountants and Assure UK.Gareth shares invaluable insights on client attraction, the importance of understanding the client journey, and the significance of responsive communication in sales. He emphasizes continuous business planning and the deliberate steps taken to foster team empowerment and decision-making within his firms.Join us as Gareth discusses the strategic decisions behind...2024-09-1231 min
Accountants' Success SecretsAccountants' Success Secrets with Peter Watkins of Blue Penguin🚀 Join us in the latest episode of Accountants' Success Secrets as we sit down with the remarkable Peter Watkins, founder of Blue Penguin Chartered Accountants. Hosted by Philippa Haynes and Mark Lee, this episode dives into Peter's unique journey from optician to successful accountant in practice.🎧 Episode Highlights:Authenticity in Branding: Peter emphasizes being unique and true to oneself in business branding.Investment in Business: Learn why it's crucial to invest in processes and team building from the start.Balancing Life and Work: Peter shares...2024-09-0534 min
Accountants' Success SecretsAccountants' Success Secrets with Rosie Berridge of Accountability Edinburgh🌟 Exciting New Episode of Accountants' Success Secrets! 🌟We're thrilled to announce the latest episode of our podcast, Accountants' Success Secrets, featuring the incredible Rosie Berridge, Director of Accountability Edinburgh. In this episode, Rosie delves into the challenges and triumphs of running a successful, client-centered accounting practice.🎙️ In this episode, you'll discover:The journey of starting an award-winning accountancy firm while managing twinsInsights into overcoming pandemic-era business challenges with innovative solutions.The importance of networking, client relationships, and continuous professional development.Here are three key takeaways:🔹 Adopt a Fair Fee Structure: Transitioni...2024-08-2831 min
Accountants' Success SecretsAccountants' Success Secrets with Rob Newman of Carter, Collins & MyerToday on our podcast we are delighted to introduce Rob Newman, who started his own practice in the year 2000. He later merged it into what is now CCM (Carter, Collins and Myer) a full service 3 partner Manchester based accountancy firm, of which he is now Managing Director. Away from the office,Rob has a passion for martial arts. His diverse background, which includes experiences as a chef, soldier, and bodybuilder, brings a unique perspective to his work. Rob is a force to be reckoned with in every imaginable way - dri...2024-08-2133 min
Accountants' Success SecretsAccountants' Success Secrets with Tas Mustafa of Barnes & ScottToday on our podcast we are delighted to introduce Tas Mustafa founder of Barnes & Scott, the first firm in London to specialise in tech, digital and fintech start ups. Tas has more than 10 years’ experience in advising tech start-ups, ranging from app developers, Saas businesses, digital media and cyber-security to ad-tech, health-tech, smart city and gaming studios. And has grown the practice to 150 clients served by a core team of ten plus external advisers called on as and when necessary. If you're looking for a process for fail safe recruiting this may be y...2024-08-1431 minAccountants' Success SecretsAccountants' Success Secrets: TAKE 5In this episode of The Accountants' Success Secrets podcast we delve into the latest interviews from episodes 16 to 20. We discuss some truly inspiring success stories and invaluable insights.Join us to find out more:1️⃣ Soft Skills Matter: We highlight the success stories of individuals like Steve Price and Mitch Hahn, emphasizing the crucial role of soft skills in accounting. Their experiences shed light on the importance of vision, purpose, and values in successful mergers.2️⃣ Embrace Your Uniqueness: We dive into the value of individual approaches and experiences in the accounting and bookkeep...2024-08-0836 min
Accountants' Success SecretsAccountants' Success Secrets with Steve Price of BWP-InspireIn this episode we are delighted to introduce Steve Price of BWP Inspire, an accountancy firm in Manchester, into which he merged his previous practice, Price Accounting which he started almost 20 years ago. Starting life as a CIMA management accountant, Steve has always been more interested in what ‘the numbers’ actually mean for the future of the business, rather than documenting the past. The practice's aim is to understand their clients' key figures, advise them how to delve into the figures and strategically plan to grow their business and achieve the performance it needs to give th...2024-07-3132 min
Accountants' Success SecretsAccountants' Success Secrets with Paul Donno of 1 Accounts Online LtdWe are thrilled to be speaking to Paul Donno for this episode! Paul has been there when it comes to growing a business, and with over 30 years experience in accountancy he's learnt the hard way about growing a successful business. Over a beer or a round of golf (apparently)! The overriding message, family comes first quickly followed by Betsy his dog and his love of fast cars! Award winner too: Winner best New Practice 2016 British Accountancy Awards. ✅ 2020 Innovation Group Small Practice winner 2016 ✅ Highly Commended for Online Accounting at the 2014 British Accoun...2024-07-2432 min
Accountants' Success SecretsAccountants' Success Secrets with Paul Miller of Cornish AccountingIn this episode we speak with Paul Miller of Cornish Accounting who has a wealth of knowledge and quite an array of accolades to his name: With almost 40 years of experience helping diverse businesses across the South West, he's not just any old accountant; he's a passionate business growth partner. The practice itself is an award-winning Xero practice, #SmallBiz100 #SBS, Firm of the Year 2018, co-authors of 'The Accountants Millionaires Club', and Cornwall Business Awards 2022 finalists in the Best FAMILY Business category. We will hear some absolute gems from Paul from bui...2024-06-0634 min
Accountants' Success SecretsAccountants' Success Secrets with Suzannah Whelan of Sinclair Whelan BookkeepingIn this episode of the Accountants' Success Secrets, Suzannah shares her inspiring journey from the media industry (Channel 4) to becoming a successful ICB registered bookkeeper, emphasising the importance of networking, embracing technology, and offering valuable client support. We'll see how moving from a career in the media to starting her own business has its challenges but has provided enormous personal and professional growth.Interested in becoming a Patreon for exclusive content for just the price of a coffee? Follow the link here for more details and sign up: www.patreon.c...2024-05-2231 min
Accountants' Success SecretsAccountants' Success Secrets with Nicola Mason of Point Accounting LtdIn this episode of A.S.S. we speak to Nicola Mason who has come on a long and very successful journey.From deciding to go it alone and taking a "job" from Indeed to building up to 11 clients over one year, Nicola is now in a partnership of 3 with massive growth plans and quite a challenge to manage her time.You'll hear about working 7 days a week, despite her best intentions, managing a young baby and also growing in such a way that she's looking to recruit and quickly.This is a...2024-05-0236 minAccountants' Success SecretsAccountants' Success Secrets: Take 4 ReviewIn this episode Mark Lee and Philippa Haynes review the latest 5 episodes of A.S.S and pull out some of the fantastic learnings One of the key themes is being a business as well as an accounting firm with the understanding that "if you can't manage your own business, how can you manage someeone elses"There's a strong theme around communiction and relationships too which is something that some accountants confess to struggling with.If you're looking for a quick catch up, this is definitely for youInterested in becoming a...2024-04-2434 min
Accountants' Success SecretsAccountants' Success Secrets with Jonathan Ford of Writer's Tax LimitedIn this episode we welcome Jonathan Ford Jonathan is a director of Writers Tax Limited - a firm of chartered accountants that specialises in helping authors, script writers and other professional writers with their tax and accountancy needs. Johathan has a number of accolades to his name: Co-author of the Number 1 Best Seller - Writers’ & Artists’ Yearbook. Winner of the Accounting Excellence Specialist Team of the Year Award 2022. Winner of the Accounting Excellence New Firm of the Year Award 2022. Passionate about niche accountancy and not pursuing growth for the sake of...2024-04-1032 min
Accountants' Success SecretsAccountants' Success Secrets with Pavan Kirpalani of Bright Beans AccountancyIn this episode we talk to Pavan who has only been in business for 5 years but who brings a wealth of knowledge around the softer skills which many accountants may lack.Good with communication and excellent at explaining the data to clients, Pavan has niched in a difficult space - creative agencies!Not know for their financial acument, Pavan has got his work cut out with agencies but thrives on talking face to face or on zoom and turning difficult financial data into clear and actionable insights.If you're looking at how AI...2024-04-0331 min
Accountants' Success SecretsAccountants' Success Secrets with Graeme Tennick of Tennick AccountantsIn this episode we talk to Graeme Tennick.Graeme describes himself as Chief Impact Officer at Tennick Accountants, a multi award winning accounting firm. He’s from the North East, grew up with a Dad who had a forklift business and prides himself on being hands on and not afraid to do some hard graft. Business first and accountants second.There are some fabulous insights for other bookkeepers and accountants but the thinking around the broken relationship between client and accountant is an interesting one. So is the strong message around collaboration which is driving the...2024-03-2733 min
Accountants' Success SecretsAccountants' Success Secrets with Mitch Hahn, CEO of Norderns AccountantsIn this episode of A.S.S we are delighted to be talking to Mitch Hahn, CEO of Nordens. Having joined the firm in its earliest days, Mitch has been instrumental in its phenomenal growth. From helping to write the first chapter of the Nordens’ story, Mitch has risen to his current position of CEO, overseeing Business Development with a role that focuses on introducing and nurturing new clients and helping businesses grow and navigate through any issues they may be facing with specific strategic advisory. Outside of Nordens Mitch is an ex professional footballer who cu...2024-03-2032 minAccountants' Success SecretsAccountants' Success Secrets - TAKE 3In this week's episode of A.S.S we will be discussing our last 6 interviewees pulling out a treasure trove of insights that we think are worthy of further discussion. This is where podcast meets learning as we digest what we've heard and bring our own perspective to the important themes that have discussed. If you want a shortcut to insight, this is for you If you don't know who to listen to first, this will give you a head start If you want to hear our analysis to add further value an...2024-03-0736 min
Accountants' Success SecretsAccountants's Success Secrets with Glenn Martin of Avery Martin AccountantsIn this episode we speak to Glenn MartinGlenn is a North East based accountant and FD who has supported owner managed businesses for over 30 years, his firm Avery Martin Accountants focuses on helping business owners get the lifestyle they deserve with the client centric approach. This time we hear some gems around client portfolio management and a tried and tested approach to building a client base that you want rather than what you get landed with.Glenn talks about his red, amber, green system and how learning to deal with difficult clients c...2024-02-2834 minAccountants' Success SecretsThe Accountants' Success Secrets with Kieran Phelan of Sartori AccountingWe are thrilled to announce our next guest to the ASS Podcast series! This time we'd like to introduce Kieran Phelan, CEO and founder at Satori Accounting. In his own words: "In 2010, I broke the mould in our profession by becoming the first Xero Advisor in Northern Ireland and founding the first ever cloud accounting firm in Northern Ireland. Since then I have been at the forefront of the cloud accounting scene here, bringing the latest and greatest cloud tech to small businesses to help them I have helped the accou...2024-02-1532 min
Accountants' Success SecretsAccountants' Success Secrets with Vanessa Fuller of Premier Tax SolutionsWe are thrilled to welcome Vanessa Fuller to this episode of A.S.S.Vanessa Fuller initially pursued a career in law, studying law and business at university with the aim of becoming a solicitor. However, after struggling to secure a training contract, she decided to explore other career options and found herself drawn to accountancy. Vanessa eventually landed a training contract with a top 10 firm and began her career in audit, but later transitioned to tax when she became pregnant with her daughter. This move allowed her to work in a more office-based role, where she...2024-02-0729 min
Accountants' Success SecretsAccountant's Success Secrets with Nicky Larkin of Goringe AccountantsNicky founded Goringe Accountants in 2007 and Succession Planning in 2022. with a vision is to take its clients from their early days through each stage of their lifecycle. That lifecycle includes access to finance, funding rounds and succession planning.But this episode is more than this. It's the story of one woman's mission to be in the Top 100 accounting firms as the original female founder.On the way you'll experience several lightbulb moments including an enlightening take on Marketing. Yes Marketing!This lady is strong in communication and will deliver some very clear mes...2024-01-3135 min
Accountants' Success SecretsAccountants' Success Secrets with Andrea L. Richards of Accounts NavigatorWelcome to to the A.S.S podcast where we talk to another fantastic accountant who has achieved great things over the years.We are delighted to be speaking with Andrea Richards of Accounts Navigator who is a BIG personality with some huge goals.Listen to how Andrea began her practice, experienced serious burn and had to re-prioritize to keep her partner and her business!You'll hear about the test she uses for recruitment, her big learnings around having support in her business and how she has won the biggest contract of her...2024-01-2431 min
Accountants' Success SecretsAccountants' Success Secrets with Jessica Pillow of Pillow May LtdThe Accountants’ Success Secrets podcast showcases and celebrates successful accountants who are doing good things, have years of experience and whose stories can inspire and encourage other accountants around the UK. In this episode we will be talking with Jessica Pillow of Pillow May Ltd. Jessica is passionate about cloud accounting software, process automation technology, and promoting the efficiency benefits of flexible & remote working practices. She is also an author for ICAEW, regular industry speaker, and cloud software innovator & development consultant. Jessica set up Pillow May in 2009 to break free from industry stereotypes and as e...2023-12-1832 minAccountants' Success SecretsAccountants' Success Secrets: Take 2This week we're on our own talking about the dreaded subject of niche or specialism.It's come up so many times that we thought we'd dedicate some quality time to debunk the myths and talk about some clients who have taken the plunge and made it work for them.If you've been mulling this over for some time, this is for youInterested in becoming a Patreon for exclusive content for just the price of a coffee? Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret2023-11-2231 minAccountants' Success SecretsAccountants' Success Secrets: Review of guests 1-5We wanted to bring you the latest update from the Accountants' Success Secrets podcast! In our newest episode, hosts Mark Lee and Philippa Haynes dive deep into the reviews of the first five episodes. If you haven't had a chance to listen yet, now is the perfect time to catch up on some incredible insights shared by experienced accountants in the industry.Here are some key takeaways from the podcast reviews: 1. Communication strategies for accountants2. Success through resilience and mindset3. Finding personal fulfillment in ac...2023-10-1832 min
Accountants' Success SecretsAccountants' Success Secrets with Claire Owen-Jones of Loud & Clear AccountingThe Accountants’ Success Secrets podcast showcases and celebrates successful accountants who are doing good things, have years of experience and whose stories can inspire and encourage other accountants around the UK.Hosted by Mark Lee and Philippa Haynes, this podcast provides an insight into the highs and lows, learnings and takeaways from a range of successful accountants.In this episode we talk to Claire Owen-Jones of Loud & Clear Accounting Ltd.Claire is an AAT licensed accountant who started her business, Loud and Clear Accounting, in 2015. Through a lot of trial and error, Claire ha...2023-10-0432 min
Accountants' Success SecretsAccountants' Success Secrets with Martin Cavey of Chorus AccountingThis episode of Accountants' Success Secrets where we speak to Martin Cavey of Chorus Accounting is not to be missed!We are delighted to be talking with Martin who has been a sole practitioner for 20 years. Having left the heady heights of a large regional firm, Martin stepped out in his early 30s to start his own practice (In 2004 this was a BIG deal).. Fast forward to today and he has a team of 6 with a practice that continues to flourish.In this episode we'll learn about his journey into business ownership and more importantly...2023-09-1333 min
Accountants' Success SecretsAccountants' Success Secrets with Lorraine Ellison of Simply Additions LtdThe Accountants’ Success Secrets podcast showcases and celebrates successful accountants who are doing good things, have years of experience and whose stories can inspire and encourage other accountants around the UK.This series talks to accountants who have been at the top of their game for several years and have some key foundational learnings to share.Hosted by Mark Lee and Philippa Haynes, this podcast provides an insight into the highs and lows, learnings and takeaways from a range of successful accountants.We aim to cover the mechanics of the business of accounting, th...2023-08-1631 min
Accountants' Success SecretsAccountants' Success Secrets with Della HudsonThe Accountants’ Success Secrets podcast showcases and celebrates successful accountants who are doing good things, have years of experience and whose stories can inspire and encourage other accountants around the UK.This series talks to accountants who have been at the top of their game for several years and have some key foundational learnings to share.Hosted by Mark Lee and Philippa Haynes, this podcast provides an insight into the highs and lows, learnings and takeaways from a range of successful accountants.We aim to cover the mechanics of the business of accounting, th...2023-07-1230 min
Accountants' Success SecretsAccountants' Success Secrets with David Frederick of Marcus Bishop AssociatesThe Accountants’ Success Secrets podcast showcases and celebrates successful accountants who are doing good things, have years of experience and whose stories can inspire and encourage other accountants around the UK.This series talks to accountants who have been at the top of their game for several years and have some key foundational learnings to share.Hosted by Mark Lee and Philippa Haynes, this podcast provides an insight into the highs and lows, learnings and takeaways from a range of successful accountants.We aim to cover the mechanics of the business of accounting, th...2023-06-1431 min