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Showing episodes and shows of
Pat Delbridge
Shows
Internal Audit
Internal Audit Lens - The Governance around AI
Strong governance around artificial intelligence fosters better innovation so the organisations that will be able to embrace AI the most are those that have effective governance in place. In this episode, ACCA Internal Audit Sector Panel member John Webb and Jonathan Roffey - who leads Ernst & Young’s delivery of Technology Risk Services to the Financial Services Sector – talk about the global regulations, regulatory expectations and governance that surround the use of AI. Jonathan will share his recommended steps for building a responsible AI governance framework. You can find all available podcasts here or find them on your...
2025-08-25
29 min
Internal Audit
Internal Audit Lens - AI application by internal auditors
AI isn’t new but use of it by Internal Audit is. There will only be more use cases for AI going forward but the importance of “the human in the loop” means that AI will only replace internal auditors if they let it. In this episode, ACCA Internal Audit Sector Panel member John Webb talks to Jonathan Roffey - who leads Ernst & Young’s delivery of Technology Risk Services to the Financial Services Sector – about where internal auditors can embrace artificial intelligence to add to its own value. Jonathan will share practical examples of where he has seen AI help in...
2025-07-25
34 min
Internal Audit
Internal Audit Lens - Critical thinking for internal auditors
In this episode, Annabel Faulkner of EY and Sara I James of Getting Words to Work discuss how internal auditors who are aware of and actively using particular techniques in critical thinking usually provide better risk-based audit of assurance and consulting services. Sara runs through three different types of reasoning in the European tradition of critical thinking and provides some examples of how they apply to an internal auditor’s work. You can find all available podcasts here or find them on your favourite platform: Apple podcasts: https://podcasts.apple.com/us/podcast/internal-audit/id1761978023?mt=2&ls=1at...
2025-06-25
21 min
Practice Pulse
Beyond the trophy - why accountancy awards matter
Winning an accountancy award isn’t just about the trophy—it’s about credibility, industry recognition, and growing your client base. But is it worth the time and the effort? PJCO Chartered Certified Accountants has been nominated for and won multiple awards. In this podcast, its Managing Partner Peter Jarman talks about the process that he and his team go through when deciding whether to enter an award. Winning awards has directly resulted in sizeable revenue for the practice from new clients, but the process of determining whether to enter an award can be just as important as entering. ...
2025-06-13
21 min
Practice Pulse
Beyond the trophy - why accountancy awards matter
Winning an accountancy award isn’t just about the trophy—it’s about credibility, industry recognition, and growing your client base. But is it worth the time and the effort? PJCO Chartered Certified Accountants has been nominated for and won multiple awards. In this podcast, its Managing Partner Peter Jarman talks about the process that he and his team go through when deciding whether to enter an award. Winning awards has directly resulted in sizeable revenue for the practice from new clients, but the process of determining whether to enter an award can be just as important as entering. ...
2025-06-13
21 min
Practice Pulse
Navigating your exit strategy
This podcast has been created from the session that Alastair Barlow (founder and former CEO of flindr) and Bhimal Hira (partner at Prysm Financial) presented at the 2025 Festival of Accounting & Bookkeeping in Birmingham, UK about their experiences exiting their practices. In it, they talk through the essential components of exploring exit options, assessing your company’s financial health, and understanding the due diligence process. This podcast complements our hub - Shaping Your Practice Exit – which provides food for thought on how to transition from being a practice owner and considers some of the possible routes, as well as o...
2025-05-29
32 min
Practice Pulse
Navigating your exit strategy
This podcast has been created from the session that Alastair Barlow (founder and former CEO of flindr) and Bhimal Hira (partner at Prysm Financial) presented at the 2025 Festival of Accounting & Bookkeeping in Birmingham, UK about their experiences exiting their practices. In it, they talk through the essential components of exploring exit options, assessing your company’s financial health, and understanding the due diligence process. This podcast complements our hub - Shaping Your Practice Exit – which provides food for thought on how to transition from being a practice owner and considers some of the possible routes, as well as o...
2025-05-29
32 min
Internal Audit
Internal Audit Lens - Assurance mapping
Assurance mapping is a way of looking at risks and objectives for an organisation and mapping out how different organisational activities help (or don’t) to keep the risk or objective on track. In this episode, James Paterson explains how to undertake assurance mapping and the benefits of doing so – improved risk management, better resource deployment, less governance fatigue and more joined up reporting. Doing assurance mapping in a disciplined and structured way will provide you with a holistic perspective of what is going on in your organisation. You can find all available podcasts here or find them...
2025-05-23
32 min
Internal Audit
Internal Audit Lens - Plain language and accessible communications
No one likes writing audit reports and no one likes reading audit reports, but there are ways to reduce the pain and increase the gain. In this episode, Annabel Faulkner of EY and Sara I James of Getting Words to Work discuss how understanding and using plain language will increase the effectiveness of your report and reduce the risk of misunderstanding. You can order the second edition of Sara’s book, Radical Reporting: Writing Better Audit, Risk, Compliance, and Information Security Reports, here. For a 20% discount code on the book, use this code which is valid until Ju...
2025-04-25
34 min
Internal Audit
Internal Audit Lens - Root Cause Analysis
In this episode, James Paterson – author of the book “Beyond the Five Whys” – talks about looking for underlying casual factors for why something happened with the aim of coming up with remedial actions, and also the need to take great care when analysing the facts and circumstances of a particular issue, or a near miss or a risk exposure that’s out of the agreed tolerance. You can find all available podcasts here or find them on your favourite platform: Apple podcasts: https://podcasts.apple.com/us/podcast/internal-audit/id1761978023?mt=2&ls=1at=1001l626 Spotify: https://open.spotify.co...
2025-03-25
16 min
Internal Audit
Internal Audit Lens - Auditing culture
Risk culture is about protecting and growing organisational value and ultimately helping your organisation to achieve its strategic objectives. However your risk culture is only as good as your organisational culture. In this episode, Annabel Faulkner of EY and Calene Van Zyl talk about the equation of process plus people and their behaviours equals the right business outcome, how you can build a risk culture in an organisation, and a real life client example bringing it all to life. You can find all available podcasts here or find them on your favourite platform: Apple podcasts: https://podcasts...
2025-02-25
21 min
Internal Audit
Internal Audit Lens - Recent developments in cyber risk
As cyber threat actors continually evolve their attacks, an organisation can be considered to be doing well these days if it is only two steps behind bad actors. In the second of a two-part podcast, Lee Glover of Validera and Mike Hughes of Prism RA talk about recent developments in cyber risk including the evolution of the approach of threat actors from attacking individual organisations to attacking software companies that then distribute their bad code across the globe. Risk management is only possible if the controls implemented work as intended, so Internal Audit’s periodic assurance work on controls is...
2025-01-24
19 min
Internal Audit
Internal Audit Lens - Introduction to cyber risks
All organisations regardless of size have a digital presence that opens them up to risks. Those risks are continually increasing with advancements in technology and connectivity, and the emergence of cyber threat actors. In the first of a two-part podcast, Lee Glover of Validera and Mike Hughes of Prism RA talk about cyber risks – what they are and why they are a significant concern for organisations today. ACCA’s report on Cyber and the CFO is a useful resource that you can download at https://bit.ly/cyberandthecfo. ISACA and Aston University have produced a briefing for the...
2024-12-18
21 min
Internal Audit
Internal Audit Lens - Global Internal Audit Standards: the main changes
During the podcast, John mentions a webinar that he presented for ACCA about being a courageous internal auditor. You can register for listen to this free webinar on demand at https://event.on24.com/wcc/r/3718600/86C1A837386FBB249E1AD2881E6F3BF5. You can find all available podcasts here or find them on your favourite platform: Apple podcasts: https://podcasts.apple.com/us/podcast/internal-audit/id1761978023?mt=2&ls=1at=1001l626 Spotify: https://open.spotify.com/show/2VcM3L5gXHlmrfiV9U2VFj You can find more resources for internal auditors on our Internal Audit...
2024-11-25
26 min
Internal Audit
Internal Audit Lens - Global Internal Audit Standards: the new structure
You can find all available podcasts here or find them on your favourite platform: Apple podcasts: https://podcasts.apple.com/us/podcast/internal-audit/id1761978023?mt=2&ls=1at=1001l626 Spotify: https://open.spotify.com/show/2VcM3L5gXHlmrfiV9U2VFj You can find more resources for internal auditors on our Internal Audit hub - https://bit.ly/accaiahub - including a series of guides for beginners, the management team, Heads of Internal Audit and audit committee. We also have resources for those moving into Internal Audit, free webinars available on demand, and articles. This podcast is...
2024-10-23
26 min
Internal Audit
Internal Audit Lens - Moving forward with AI
The future of AI in business is exciting. To recruit and retain talent going forward, businesses will need to embrace AI. In the second part of a two-part podcast Si Mathavan, Darren Mascarenhas and Ewan Bolt of Johnston Carmichael look at how a business can move forward with AI once it is embedded in the business, including regularly monitoring and evaluating the performance of AI, and conducting regular bias audits. You can find more resources for internal auditors on our Internal Audit hub - https://bit.ly/accaiahub - including a series of guides for beginners, the...
2024-09-25
16 min
Internal Audit
Internal Audit Lens - AI adoption and utilisation in business
In the first of a two-part podcast Si Mathavan, Darren Mascarenhas and Ewan Bolt of Johnston Carmichael look at how you can set up AI in a business. You can find all available podcasts here or find them on your favourite platform: Apple podcasts: https://podcasts.apple.com/us/podcast/internal-audit/id1761978023?mt=2&ls=1at=1001l626 Spotify: https://open.spotify.com/show/2VcM3L5gXHlmrfiV9U2VFj You can find more resources for internal auditors on our Internal Audit hub - https://bit.ly/accaiahub - including a series of guides for beginners, the management...
2024-08-25
20 min
Internal Audit
Internal Audit Lens - risk management and assurance on supply chains
Supply chains are becoming increasingly complex and regulated. In this episode, Lee Glover and Steve Connors of Validera discuss the common failures in the due diligence undertaken by organisations, the importance of ongoing relationship management, and assessing the risk of your suppliers including software providers like CrowdStrike. You can find more resources for internal auditors on our Internal Audit hub - including a series of guides for beginners, the management team, Heads of Internal Audit and audit committee. We also have resources for those moving into Internal Audit, free webinars available on demand, and articles. ...
2024-07-25
25 min
Internal Audit
Internal Audit Lens - Internal Audit report writing part 2
The importance of writing high quality Internal Audit reports cannot be emphasised enough. In the second part of this two-part podcast, ACCA Internal Audit Sector Panel member John Webb and David Fineberg – Chief Internal Auditor at Alter Domus – look at root causes, issues and action plans. David will also share some of the pitfalls he has seen over his career when writing Internal Audit reports. If you haven’t already listened to the first part of this two-part podcast which looks at the design of an internal audit report, we suggest you do that first, and then come back to thi...
2024-06-25
25 min
Practice Pulse
Bean Counter to Boss 10
In the final episode of the series, Amy Hancock and James Goulsbra talk about their experiences at Accountex 2024 and their key takeaways - the advent of AI but how it can never replace accountants, and how you shouldn’t get sucked into any software without doing your research first. They also mop up all the areas they promised to re-visit in earlier episodes such as their hourly operational costs, re-visiting business plans, certain pieces of software, and planned recruitment – as well as new developments like re-branding. This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub co...
2024-06-12
30 min
Practice Pulse
Bean Counter to Boss 10
In the final episode of the series, Amy Hancock and James Goulsbra talk about their experiences at Accountex 2024 and their key takeaways - the advent of AI but how it can never replace accountants, and how you shouldn’t get sucked into any software without doing your research first. They also mop up all the areas they promised to re-visit in earlier episodes such as their hourly operational costs, re-visiting business plans, certain pieces of software, and planned recruitment – as well as new developments like re-branding. This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub co...
2024-06-12
30 min
Practice Pulse
Bean Counter to Boss 9
In the penultimate episode of the series, Amy Hancock and James Goulsbra talk about collaborating with staff, clients and other accountants. A support network of other accountants is important for referring work you don’t have capacity or expertise for, but also so that you can have assurance that every practice has similar pain points. Then there’s networking with other industries and with other accountants. This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub covering regulation, tips from other members and ACCA partners, and how you can build your community. There’s even a che...
2024-06-12
25 min
Practice Pulse
Bean Counter to Boss 9
In the penultimate episode of the series, Amy Hancock and James Goulsbra talk about collaborating with staff, clients and other accountants. A support network of other accountants is important for referring work you don’t have capacity or expertise for, but also so that you can have assurance that every practice has similar pain points. Then there’s networking with other industries and with other accountants. This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub covering regulation, tips from other members and ACCA partners, and how you can build your community. There’s even a che...
2024-06-12
25 min
Internal Audit
Internal Audit Lens - Internal Audit report writing part 1
The latest episode of our monthly Internal Audit Lens podcast series is the first part of a two-part podcast in which ACCA Internal Audit Sector Panel member John Webb talks to David Fineberg – Chief Internal Auditor at Alter Domus – about the importance of writing high quality Internal Audit reports. In this first part, we look at the design of an internal audit report.
2024-05-24
17 min
Practice Pulse
Bean Counter to Boss 8
Amy Hancock and James Goulsbra talk about what productivity means to them, how staff are key to your productivity, and the different KPIs you can use. This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub covering regulation, tips from other members and ACCA partners, and how you can build your community. There’s even a checklist that you can use to check your progress. You can check out our https://bit.ly/startyourpracticejourney.
2024-05-22
27 min
Practice Pulse
Bean Counter to Boss 8
Amy Hancock and James Goulsbra talk about what productivity means to them, how staff are key to your productivity, and the different KPIs you can use. This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub covering regulation, tips from other members and ACCA partners, and how you can build your community. There’s even a checklist that you can use to check your progress. You can check out our https://bit.ly/startyourpracticejourney.
2024-05-22
27 min
Practice Pulse
Bean Counter to Boss 7
In this episode, Amy Hancock and James Goulsbra talk about taking on staff – at what point it becomes necessary, whether to recruit an admin role or an accountant role first, how outsourcing can help, using HR consultants, and planning for future recruitment. Who’d have thought that Pilates classes are a great place to recruit…. This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub covering regulation, tips from other members and ACCA partners, and how you can build your community. There’s even a checklist that you can use to check your progress. You can chec...
2024-05-22
29 min
Practice Pulse
Bean Counter to Boss 7
In this episode, Amy Hancock and James Goulsbra talk about taking on staff – at what point it becomes necessary, whether to recruit an admin role or an accountant role first, how outsourcing can help, using HR consultants, and planning for future recruitment. Who’d have thought that Pilates classes are a great place to recruit…. This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub covering regulation, tips from other members and ACCA partners, and how you can build your community. There’s even a checklist that you can use to check your progress. You can chec...
2024-05-22
29 min
Practice Pulse
Bean Counter to Boss 6
Amy & James look at the risk of pricing too low when you first start up, different pricing models, pricing strategy, proposal software, price increases, and the advent of value pricing. This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub covering regulation, tips from other members and ACCA partners, and how you can build your community. There’s even a checklist that you can use to check your progress. You can check out our hub. You’ll find a great video by Carl Reader of d&t about pricing models and unbilled work on...
2024-05-22
26 min
Practice Pulse
Bean Counter to Boss 6
Amy & James look at the risk of pricing too low when you first start up, different pricing models, pricing strategy, proposal software, price increases, and the advent of value pricing. This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub covering regulation, tips from other members and ACCA partners, and how you can build your community. There’s even a checklist that you can use to check your progress. You can check out our hub. You’ll find a great video by Carl Reader of d&t about pricing models and unbilled work on...
2024-05-22
26 min
Practice Pulse
Bean Counter to Boss 5
What’s the best way to get your new accountancy practice out there? Amy Hancock and James Goulsbra talk about marketing your practice using social media as well as more traditional routes to market their practices, the importance of SEO for your website, and how it isn’t a case of one size fits all. This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub covering regulation, tips from other members and ACCA partners, and how you can build your community. There’s even a checklist that you can use to check your progress. You can ch...
2024-05-22
26 min
Practice Pulse
Bean Counter to Boss 5
What’s the best way to get your new accountancy practice out there? Amy Hancock and James Goulsbra talk about marketing your practice using social media as well as more traditional routes to market their practices, the importance of SEO for your website, and how it isn’t a case of one size fits all. This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub covering regulation, tips from other members and ACCA partners, and how you can build your community. There’s even a checklist that you can use to check your progress. You can ch...
2024-05-22
26 min
Practice Pulse
Bean Counter to Boss 4
In this episode of the series, Amy Hancock and James Goulsbra talk about the add-ons to bookkeeping software that they use, debate CRM versus Excel, and talk about how you manage anti-money laundering requirements. This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub covering regulation, tips from other members and ACCA partners, and how you can build your community. There’s even a checklist that you can use to check your progress. You can check out our hub You can find ACCA’s AML resources on our technical advisory website
2024-05-22
26 min
Practice Pulse
Bean Counter to Boss 4
In this episode of the series, Amy Hancock and James Goulsbra talk about the add-ons to bookkeeping software that they use, debate CRM versus Excel, and talk about how you manage anti-money laundering requirements. This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub covering regulation, tips from other members and ACCA partners, and how you can build your community. There’s even a checklist that you can use to check your progress. You can check out our hub You can find ACCA’s AML resources on our technical advisory website
2024-05-22
26 min
Internal Audit
Internal Audit Lens - Corporate Greenwashing
In the opening episode of our monthly Internal Audit Lens podcast series, ACCA UK Internal Audit Sector panel member Fadeke Ayoola talks to Robert Rubinstein of TBLI Group about corporate greenwashing and what internal auditors should be aware of in that arena. You can find more resources for internal auditors on our Internal Audit hub - https://bit.ly/accaiahub - including a series of guides for beginners, the management team, Heads of Internal Audit and audit committee. We also have resources for those moving into Internal Audit, free webinars available on demand, and articles.
2024-04-25
42 min
Practice Pulse
Bean Counter to Boss 3
In the first of two episodes about software, Amy and James look at whether you get the clients or the software first, the different types of bookkeeping, accounts & tax production and proposal software, CRM, and how the software needs of your practice will evolve over time. This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub covering regulation, tips from other members and ACCA partners, and how you can build your community. There’s even a checklist that you can use to check your progress. You can check out our hub
2024-04-17
26 min
Practice Pulse
Bean Counter to Boss 3
In the first of two episodes about software, Amy and James look at whether you get the clients or the software first, the different types of bookkeeping, accounts & tax production and proposal software, CRM, and how the software needs of your practice will evolve over time. This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub covering regulation, tips from other members and ACCA partners, and how you can build your community. There’s even a checklist that you can use to check your progress. You can check out our hub
2024-04-17
26 min
Practice Pulse
Bean Counter to Boss 2
In the second episode of the series, Amy Hancock and James Goulsbra talk about practice structure, practice names, the ideal client and deciding on the services you’ll offer when you’re first setting up. This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub covering regulation, tips from other members and ACCA partners, and how you can build your community. There’s even a checklist that you can use to check your progress. You can check out our hub
2024-04-16
24 min
Practice Pulse
Bean Counter to Boss 2
In the second episode of the series, Amy Hancock and James Goulsbra talk about practice structure, practice names, the ideal client and deciding on the services you’ll offer when you’re first setting up. This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub covering regulation, tips from other members and ACCA partners, and how you can build your community. There’s even a checklist that you can use to check your progress. You can check out our hub
2024-04-16
24 min
Practice Pulse
Bean Counter to Boss 1
In the opening episode of our new series, ACCA members Amy Hancock of Hancock & Hastings Ltd, and James Goulsbra of Garrett Adam Accountants Ltd talk about how they came to start their practices. Find out about the services they offer, the use of specialists, and where they expect to be in five years’ time.This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub covering regulation, tips from other members and ACCA partners, and how you can build your community. There’s even a checklist that you can use to check your progress. You can check out our
2024-04-16
20 min
Practice Pulse
Bean Counter to Boss 1
In the opening episode of our new series, ACCA members Amy Hancock of Hancock & Hastings Ltd, and James Goulsbra of Garrett Adam Accountants Ltd talk about how they came to start their practices. Find out about the services they offer, the use of specialists, and where they expect to be in five years’ time.This podcast series complements our hub Creating Tomorrow’s Practice Today – a hub covering regulation, tips from other members and ACCA partners, and how you can build your community. There’s even a checklist that you can use to check your progress. You can check out our
2024-04-16
20 min
Practice Pulse
Economic Resilience - Help your clients come out of this recession better off
It’s no secret that the macroeconomic environment has an impact on small businesses. Supply chain disruptions, staff shortages and rising overheads all come as a result from the global events of the last 3 years.And whilst we all hear the global news and economic updates, it can be easy to forget this has a very real-life impact locally as well as globally. With 61% of the UK’s employees from small businesses, these challenges will affect the majority of the population directly.Join this discussion with Paul Surtees, CEO and Co-Founder of Capitalise as we delve into what current chal...
2023-02-20
8h 24
Practice Pulse
Economic Resilience - Help your clients come out of this recession better off
It’s no secret that the macroeconomic environment has an impact on small businesses. Supply chain disruptions, staff shortages and rising overheads all come as a result from the global events of the last 3 years.And whilst we all hear the global news and economic updates, it can be easy to forget this has a very real-life impact locally as well as globally. With 61% of the UK’s employees from small businesses, these challenges will affect the majority of the population directly.Join this discussion with Paul Surtees, CEO and Co-Founder of Capitalise as we delve into what current chal...
2023-02-20
8h 24
Practice Pulse
Economic Resilience - Episode 3: Help your clients come out of this recession better off
It’s no secret that the macroeconomic environment has an impact on small businesses. Supply chain disruptions, staff shortages and rising overheads all come as a result from the global events of the last 3 years.And whilst we all hear the global news and economic updates, it can be easy to forget this has a very real-life impact locally as well as globally. With 61% of the UK’s employees from small businesses, these challenges will affect the majority of the population directly.Join this discussion with Paul Surtees, CEO and Co-Founder of C...
2023-02-20
08 min
Practice Pulse
Economic Resilience - Your journey into advisory
In this series, we explore the big issues impacting business and the accountancy profession as we navigate economic downturn. This time we are focusing on the role of advisory. With the increase in the complexity of the world in which businesses are operating, coupled with client’s ever-changing needs, forecasting has become increasingly challenging. This challenge is amplified by the significant and swift changes brought on by the socio-political unrest in Ukraine and the aftermath of the COVID-19 pandemic. Providing accounting and financial reporting advice, scenario planning, and storytelling offers a unique relationship between client and adviser; to become th...
2023-01-10
11h 45
Practice Pulse
Economic Resilience - Your journey into advisory
In this series, we explore the big issues impacting business and the accountancy profession as we navigate economic downturn. This time we are focusing on the role of advisory. With the increase in the complexity of the world in which businesses are operating, coupled with client’s ever-changing needs, forecasting has become increasingly challenging. This challenge is amplified by the significant and swift changes brought on by the socio-political unrest in Ukraine and the aftermath of the COVID-19 pandemic. Providing accounting and financial reporting advice, scenario planning, and storytelling offers a unique relationship between client and adviser; to become th...
2023-01-10
11h 45
Practice Pulse
Economic Resilience - Episode 2: Your journey into advisory
In this series, we explore the big issues impacting business and the accountancy profession as we navigate economic downturn. This time we are focusing on the role of advisory. With the increase in the complexity of the world in which businesses are operating, coupled with client’s ever-changing needs, forecasting has become increasingly challenging. This challenge is amplified by the significant and swift changes brought on by the socio-political unrest in Ukraine and the aftermath of the COVID-19 pandemic. Providing accounting and financial reporting advice, scenario planning, and storytelling offers a unique relationship between client and advi...
2023-01-10
11 min
Practice Pulse
Economic Resilience - Episode 1: Advisory in the face of uncertainty
In this series, we explore the big issues impacting business and the accountancy profession as we navigate economic downturn. This time we are focusing on the role of advisory. With the increase in the complexity of the world in which businesses are operating, coupled with client’s ever-changing needs, forecasting has become increasingly challenging. This challenge is amplified by the significant and swift changes brought on by the socio-political unrest in Ukraine and the aftermath of the COVID-19 pandemic. Providing accounting and financial reporting advice, scenario planning, and storytelling offers a unique relationship between client and adv...
2022-11-29
24 min
Practice Pulse
Economic Resilience - Advisory in the face of uncertainty
In this series, we explore the big issues impacting business and the accountancy profession as we navigate economic downturn. This time we are focusing on the role of advisory. With the increase in the complexity of the world in which businesses are operating, coupled with client’s ever-changing needs, forecasting has become increasingly challenging. This challenge is amplified by the significant and swift changes brought on by the socio-political unrest in Ukraine and the aftermath of the COVID-19 pandemic. Providing accounting and financial reporting advice, scenario planning, and storytelling offers a unique relationship between client and adviser; to become th...
2022-11-29
12h 21
Practice Pulse
Economic Resilience - Advisory in the face of uncertainty
In this series, we explore the big issues impacting business and the accountancy profession as we navigate economic downturn. This time we are focusing on the role of advisory. With the increase in the complexity of the world in which businesses are operating, coupled with client’s ever-changing needs, forecasting has become increasingly challenging. This challenge is amplified by the significant and swift changes brought on by the socio-political unrest in Ukraine and the aftermath of the COVID-19 pandemic. Providing accounting and financial reporting advice, scenario planning, and storytelling offers a unique relationship between client and adviser; to become th...
2022-11-29
12h 21
Practice Pulse
What's on the radar looking forward?
The number of risk hot spot updates has grown considerably over the years but there are catches with using them and you need to exercise quality control over their use. In this short podcast, James Paterson of Risk & Assurance Insights talks about the background to risk/issue "hot spot" polling, why these surveys are interesting/important, the catches to be aware of, quality control over risk hot spot updates, and specific recommendations for internal auditors. This podcast accompanies an article on the same topic by James.
2022-05-02
17 min
Practice Pulse
What's on the radar looking forward?
The number of risk hot spot updates has grown considerably over the years but there are catches with using them and you need to exercise quality control over their use. In this short podcast, James Paterson of Risk & Assurance Insights talks about the background to risk/issue "hot spot" polling, why these surveys are interesting/important, the catches to be aware of, quality control over risk hot spot updates, and specific recommendations for internal auditors. This podcast accompanies an article on the same topic by James.
2022-05-02
17 min
Practice Pulse
MTD for ITSA - segmenting your clients
At the time of the recording of this podcast, there was less than 500 working days until Making Tax Digital for Income Tax Self-Assessment (or MTD for ITSA as it's better known) was due to come into effect. Accountants may be wondering how much work is going to be required to prepare for it and operate under it. In this podcast, Jordan Smith and Andrew Smith of A G Smith & Co share their thoughts on how MTD for ITSA provides opportunities for a practice, and they suggest the first steps to take in preparing for MTD for ITSA i...
2022-03-18
23 min
Practice Pulse
MTD for ITSA - segmenting your clients
At the time of the recording of this podcast, there was less than 500 working days until Making Tax Digital for Income Tax Self-Assessment (or MTD for ITSA as it's better known) was due to come into effect. Accountants may be wondering how much work is going to be required to prepare for it and operate under it. In this podcast, Jordan Smith and Andrew Smith of A G Smith & Co share their thoughts on how MTD for ITSA provides opportunities for a practice, and they suggest the first steps to take in preparing for MTD for ITSA if your...
2022-03-18
11h 57
Practice Pulse
MTD for ITSA - segmenting your clients
At the time of the recording of this podcast, there was less than 500 working days until Making Tax Digital for Income Tax Self-Assessment (or MTD for ITSA as it's better known) was due to come into effect. Accountants may be wondering how much work is going to be required to prepare for it and operate under it. In this podcast, Jordan Smith and Andrew Smith of A G Smith & Co share their thoughts on how MTD for ITSA provides opportunities for a practice, and they suggest the first steps to take in preparing for MTD for ITSA if your...
2022-03-18
11h 57
Practice Pulse
How to market your firm on a budget
This new podcast series in partnership with PracticeWeb will look at how to grow your practice through data driven marketing. In the final episode of the series, Mike Crook and Zoe Sweet of PracticeWeb discuss how you can market your firm on a budget. They’ll cover why marketing is important, the marketing options available for different budgets, the marketing tactics that work for the firms they work with, and the low-cost or free marketing tools that are available.
2021-09-01
3h 46
Practice Pulse
Episode 6 - How to market your firm on a budget
This new podcast series in partnership with PracticeWeb will look at how to grow your practice through data driven marketing. In the final episode of the series, Mike Crook and Zoe Sweet of PracticeWeb discuss how you can market your firm on a budget. They’ll cover why marketing is important, the marketing options available for different budgets, the marketing tactics that work for the firms they work with, and the low-cost or free marketing tools that are available.
2021-09-01
15 min
Practice Pulse
How to market your firm on a budget
This new podcast series in partnership with PracticeWeb will look at how to grow your practice through data driven marketing. In the final episode of the series, Mike Crook and Zoe Sweet of PracticeWeb discuss how you can market your firm on a budget. They’ll cover why marketing is important, the marketing options available for different budgets, the marketing tactics that work for the firms they work with, and the low-cost or free marketing tools that are available.
2021-09-01
3h 46
Practice Pulse
How can marketing help overcome the price objection
This new podcast series in partnership with PracticeWeb will look at how to grow your practice through data driven marketing. In episode 5, Mike Crook and Zoe Sweet of PracticeWeb discuss how marketing can help overcome the price objection. They’ll cover the role that marketing plays in removing price objections, how to communicate your value to reduce those price objections, and practical tips on how to handle the objections through marketing.
2021-08-25
12h 32
Practice Pulse
Episode 5 - How can marketing help overcome the price objection
This new podcast series in partnership with PracticeWeb will look at how to grow your practice through data driven marketing. In episode 5, Mike Crook and Zoe Sweet of PracticeWeb discuss how marketing can help overcome the price objection. They’ll cover the role that marketing plays in removing price objections, how to communicate your value to reduce those price objections, and practical tips on how to handle the objections through marketing.
2021-08-25
12 min
Practice Pulse
How can marketing help overcome the price objection
This new podcast series in partnership with PracticeWeb will look at how to grow your practice through data driven marketing. In episode 5, Mike Crook and Zoe Sweet of PracticeWeb discuss how marketing can help overcome the price objection. They’ll cover the role that marketing plays in removing price objections, how to communicate your value to reduce those price objections, and practical tips on how to handle the objections through marketing.
2021-08-25
12h 32
Practice Pulse
How to create a marketing strategy and plan for your practice
This new podcast series in partnership with PracticeWeb will look at how to grow your practice through data driven marketing. In episode 4, Mike Crook and Ray Newman of PracticeWeb discuss how you create a marketing strategy and plan for your practice. They’ll cover what makes a strong marketing strategy, how you create a strategy, how you create a marketing plan, how you measure return on investment, and what good performance looks like.
2021-08-18
6h 40
Practice Pulse
Episode 4 - How to create a marketing strategy and plan for your practice
This new podcast series in partnership with PracticeWeb will look at how to grow your practice through data driven marketing. In episode 4, Mike Crook and Ray Newman of PracticeWeb discuss how you create a marketing strategy and plan for your practice. They’ll cover what makes a strong marketing strategy, how you create a strategy, how you create a marketing plan, how you measure return on investment, and what good performance looks like.
2021-08-18
18 min
Practice Pulse
How to create a marketing strategy and plan for your practice
This new podcast series in partnership with PracticeWeb will look at how to grow your practice through data driven marketing. In episode 4, Mike Crook and Ray Newman of PracticeWeb discuss how you create a marketing strategy and plan for your practice. They’ll cover what makes a strong marketing strategy, how you create a strategy, how you create a marketing plan, how you measure return on investment, and what good performance looks like.
2021-08-18
6h 40
Practice Pulse
Episode 3 - Should you become a specialist firm with a niche focus
This new podcast series in partnership with PracticeWeb will look at how to grow your practice through data driven marketing. In episode 3, Mike Crook and Ray Newman of PracticeWeb discuss whether you should become a specialist firm with a niche focus. They’ll cover the pros and cons of being a specialist firm, what the benefits of being niche are, whether niche just means a single sector, how you can turn your practice into a niche firm, and what business owners look for in an accountant.
2021-08-11
14 min
Practice Pulse
Should you become a specialist firm with a niche focus
This new podcast series in partnership with PracticeWeb will look at how to grow your practice through data driven marketing. In episode 3, Mike Crook and Ray Newman of PracticeWeb discuss whether you should become a specialist firm with a niche focus. They’ll cover the pros and cons of being a specialist firm, what the benefits of being niche are, whether niche just means a single sector, how you can turn your practice into a niche firm, and what business owners look for in an accountant.
2021-08-11
2h 29
Practice Pulse
Should you become a specialist firm with a niche focus
This new podcast series in partnership with PracticeWeb will look at how to grow your practice through data driven marketing. In episode 3, Mike Crook and Ray Newman of PracticeWeb discuss whether you should become a specialist firm with a niche focus. They’ll cover the pros and cons of being a specialist firm, what the benefits of being niche are, whether niche just means a single sector, how you can turn your practice into a niche firm, and what business owners look for in an accountant.
2021-08-11
2h 29
Practice Pulse
Episode 2 - How to use marketing to win the business you want
This podcast series in partnership with PracticeWeb will look at how to grow your practice through data driven marketing. In episode 2, Mike Crook and Ray Newman of PracticeWeb discuss how you can use marketing to win the business you want. They’ll cover what the objective of marketing is, how you attract the clients you want, what marketing tactics work best for firms, how to create a marketing lead generation machine, and what good marketing performance looks like.
2021-08-04
21 min
Practice Pulse
How to use marketing to win the business you want
This podcast series in partnership with PracticeWeb will look at how to grow your practice through data driven marketing. In episode 2, Mike Crook and Ray Newman of PracticeWeb discuss how you can use marketing to win the business you want. They’ll cover what the objective of marketing is, how you attract the clients you want, what marketing tactics work best for firms, how to create a marketing lead generation machine, and what good marketing performance looks like.
2021-08-04
1h 18
Practice Pulse
How to use marketing to win the business you want
This podcast series in partnership with PracticeWeb will look at how to grow your practice through data driven marketing. In episode 2, Mike Crook and Ray Newman of PracticeWeb discuss how you can use marketing to win the business you want. They’ll cover what the objective of marketing is, how you attract the clients you want, what marketing tactics work best for firms, how to create a marketing lead generation machine, and what good marketing performance looks like.
2021-08-04
1h 18
Practice Pulse
How to grow your practice through data driven marketing - an introduction to the series
This new podcast series in partnership with PracticeWeb will look at how to grow your practice through data driven marketing. After an introductory podcast, we'll dive into five further podcasts on how to use marketing to win the business you want, whether you should become a specialist firm with a niche focus, how to create a marketing strategy and plan for your practice, how marketing can help overcome the price objection, and how to market your firm on a budget. In this introductory podcast, Mike Crook (Managing Director of PracticeWeb) introduces himself and his colleagues Zoe Sweet (C...
2021-07-15
10 min
Practice Pulse
How to grow your practice through data driven marketing - an introduction to the series
This new podcast series in partnership with PracticeWeb will look at how to grow your practice through data driven marketing. After an introductory podcast, we'll dive into five further podcasts on how to use marketing to win the business you want, whether you should become a specialist firm with a niche focus, how to create a marketing strategy and plan for your practice, how marketing can help overcome the price objection, and how to market your firm on a budget. In this introductory podcast, Mike Crook (Managing Director of PracticeWeb) introduces himself and his colleagues Zoe Sweet (Commercial Director...
2021-07-15
10h 21
Practice Pulse
How to grow your practice through data driven marketing - an introduction to the series
This new podcast series in partnership with PracticeWeb will look at how to grow your practice through data driven marketing. After an introductory podcast, we'll dive into five further podcasts on how to use marketing to win the business you want, whether you should become a specialist firm with a niche focus, how to create a marketing strategy and plan for your practice, how marketing can help overcome the price objection, and how to market your firm on a budget. In this introductory podcast, Mike Crook (Managing Director of PracticeWeb) introduces himself and his colleagues Zoe Sweet (Commercial Director...
2021-07-15
10h 21
Practice Pulse
Starting your digital journey
ACCA members Gavin Spencer of Beach Accountants and Emily Inman of Zynct Ltd talk about why you need to have your practice on the cloud and discuss practical aspects - such as whether you have to have every client on the cloud, and whether there any cheaper options for small clients.
2021-06-08
31 min
Practice Pulse
Starting your digital journey
ACCA members Gavin Spencer of Beach Accountants and Emily Inman of Zynct Ltd talk about why you need to have your practice on the cloud and discuss practical aspects - such as whether you have to have every client on the cloud, and whether there any cheaper options for small clients.
2021-06-08
4h 09
Practice Pulse
Starting your digital journey
ACCA members Gavin Spencer of Beach Accountants and Emily Inman of Zynct Ltd talk about why you need to have your practice on the cloud and discuss practical aspects - such as whether you have to have every client on the cloud, and whether there any cheaper options for small clients.
2021-06-08
4h 09
Practice Pulse
Introduction to apps
If you're moving your practice on to the cloud and are wondering about all the apps out there, then listen to this podcast in which ACCA members talk about the apps they use and how it helps their practices. From expense management apps to receiving payment apps to cashflow forecasting apps - hear how these apps can help from your fellow practitioners.
2021-02-22
12h 03
Practice Pulse
Introduction to apps
If you're moving your practice on to the cloud and are wondering about all the apps out there, then listen to this podcast in which ACCA members talk about the apps they use and how it helps their practices. From expense management apps to receiving payment apps to cashflow forecasting apps - hear how these apps can help from your fellow practitioners.
2021-02-22
36 min
Practice Pulse
Introduction to apps
If you're moving your practice on to the cloud and are wondering about all the apps out there, then listen to this podcast in which ACCA members talk about the apps they use and how it helps their practices. From expense management apps to receiving payment apps to cashflow forecasting apps - hear how these apps can help from your fellow practitioners.
2021-02-22
12h 03
Practice Pulse
Using Capitalise to help your clients raise finance
ACCA member Graeme Tennick of Graeme Tennick & Co tells us why he uses Capitalise, and takes us through some case studies to illustrate the benefits to his practice and his clients.
2020-11-26
1h 18
Practice Pulse
Using Capitalise to help your clients raise finance
ACCA member Graeme Tennick of Graeme Tennick & Co tells us why he uses Capitalise, and takes us through some case studies to illustrate the benefits to his practice and his clients.
2020-11-26
13 min
Practice Pulse
Using Capitalise to help your clients raise finance
ACCA member Graeme Tennick of Graeme Tennick & Co tells us why he uses Capitalise, and takes us through some case studies to illustrate the benefits to his practice and his clients.
2020-11-26
1h 18
Practice Pulse
Going Digital - Gillian French
ACCA member Gillian French of DNA Accountants talks about how she moved her practice on to the cloud earlier this year just as the pandemic hit.
2020-11-26
10h 00
Practice Pulse
Going Digital - Gillian French
ACCA member Gillian French of DNA Accountants talks about how she moved her practice on to the cloud earlier this year just as the pandemic hit.
2020-11-26
10h 00
Practice Pulse
Going Digital - Gillian French
ACCA member Gillian French of DNA Accountants talks about how she moved her practice on to the cloud earlier this year just as the pandemic hit.
2020-11-26
10 min
Practice Pulse
Going Digital - Eriona Bajrakurtaj
ACCA member Eriona Bajrakurtaj of Major's Accounts & Co Ltd talks about the obstacles she encountered moving her family's traditional practice onto the cloud, and how being able to collaborate with other practitioners at the time would have made a huge difference.
2020-08-24
10h 14
Practice Pulse
Going Digital - Eriona Bajrakurtaj
ACCA member Eriona Bajrakurtaj of Major's Accounts & Co Ltd talks about the obstacles she encountered moving her family's traditional practice onto the cloud, and how being able to collaborate with other practitioners at the time would have made a huge difference.
2020-08-24
10h 14
Practice Pulse
Going Digital - Eriona Bajrakurtaj
ACCA member Eriona Bajrakurtaj of Major's Accounts & Co Ltd talks about the obstacles she encountered moving her family's traditional practice onto the cloud, and how being able to collaborate with other practitioners at the time would have made a huge difference.
2020-08-24
22 min
Practice Pulse
Going Digital - Peter Jarman
ACCA member Peter Jarman of PJCO Accountants Ltd talks about how he moved his practice on to the cloud and the importance of an in-house champion. His current in-house champion - ACCA trainee Tom Belton - joins the podcast to provide some insight into the role.
2020-08-18
7h 30
Practice Pulse
Going Digital - Peter Jarman
ACCA member Peter Jarman of PJCO Accountants Ltd talks about how he moved his practice on to the cloud and the importance of an in-house champion. His current in-house champion - ACCA trainee Tom Belton - joins the podcast to provide some insight into the role.
2020-08-18
7h 30
Practice Pulse
Going Digital - Peter Jarman
ACCA member Peter Jarman of PJCO Accountants Ltd talks about how he moved his practice on to the cloud and the importance of an in-house champion. His current in-house champion - ACCA trainee Tom Belton - joins the podcast to provide some insight into the role.
2020-08-18
31 min
Practice Pulse
Going digital - Graeme Tennick
ACCA member Graeme Tennick of Graeme Tennick & Co talks about why he moved his practice on to the cloud, and the mistakes he made along the way that you can learn from.
2020-07-15
10h 41
Practice Pulse
Going digital - Graeme Tennick
ACCA member Graeme Tennick of Graeme Tennick & Co talks about why he moved his practice on to the cloud, and the mistakes he made along the way that you can learn from.
2020-07-15
10h 41
Practice Pulse
Going digital - Graeme Tennick
ACCA member Graeme Tennick of Graeme Tennick & Co talks about why he moved his practice on to the cloud, and the mistakes he made along the way that you can learn from.
2020-07-15
22 min
Practice Pulse
ACCA chats - episode 2
Following on from episode 1, ACCA members Carl Reader and Alastair Barlow talk about how they now have the time and headspace to think about their practices and what they want to achieve. Topics covered include benchmarking, nicheing and next level software.
2020-04-28
4h 51
Practice Pulse
ACCA chats - episode 2
Following on from episode 1, ACCA members Carl Reader and Alastair Barlow talk about how they now have the time and headspace to think about their practices and what they want to achieve. Topics covered include benchmarking, nicheing and next level software.
2020-04-28
52 min
Practice Pulse
ACCA chats - episode 2
Following on from episode 1, ACCA members Carl Reader and Alastair Barlow talk about how they now have the time and headspace to think about their practices and what they want to achieve. Topics covered include benchmarking, nicheing and next level software.
2020-04-28
4h 51
Practice Pulse
ACCA chats - episode 1
ACCA members Carl Reader and Alastair Barlow discuss how the accountancy profession has always been driven by external forces of which COVID-19 is the latest.
2020-03-26
6h 30
Practice Pulse
ACCA chats - episode 1
ACCA members Carl Reader and Alastair Barlow discuss how the accountancy profession has always been driven by external forces of which COVID-19 is the latest.
2020-03-26
54 min
Practice Pulse
ACCA chats - episode 1
ACCA members Carl Reader and Alastair Barlow discuss how the accountancy profession has always been driven by external forces of which COVID-19 is the latest.
2020-03-26
6h 30