Shows
Humanise The Numbers - for ambitious accountants in practiceStephen Paul, MD of ValuedWhen you come across an accountant who happens to have 900 clients – business clients – and who has a page on his website called The Human Accountant, you can understand why we at the Humanise the Numbers podcast would be interested in having a bit of a chat.It was our great pleasure and privilege to welcome Stephen Paul on this podcast discussion, where we unpacked what really matters to Stephen – running the sort of firm that enables him to live the life that he wants and to earn the living that he wants to earn and to create a busi...2025-05-161h 11Humanise The Numbers - for ambitious accountants in practicePaul Richmond of theGrogroup, speaker, consultant and coach - Advisors to the profession SeriesWhat happens when you put two business leaders, both of whom serve the leadership and management teams of accounting firms, into a podcast discussion? Well, you end up with a bit of a fireside chat, a very candid fireside chat, that unpacks a number of key issues influencing the success of accountancy firms. In this Humanise The Numbers podcast discussion with Paul Richmond of theGrogroup, you'll hear Paul and I chewing the fat, but also diving deep into topics such as client grading, exiting clients, KPIs and building a leadership team that really drives the future of a...2024-03-081h 14Humanise The Numbers - for ambitious accountants in practiceElona Mortimer-Zhika, CEO of Iris - Leadership and Culture and Purpose SeriesWhen a business leader that has 3000 team members and works across several countries, several continents, even, shares their insights on what’s working within the accountancy profession and how to make their business more successful, I’m all ears.It was a great privilege and a great honour to have Elona Mortimer-Zhika, CEO of Iris, join me on the Humanise the Numbers podcast to share her insights on how important, how valuable, humanising the numbers is from her perspective. Dive into this podcast discussion and you may realise that you're already doing certain things well. You m...2023-11-101h 03Humanise The Numbers - for ambitious accountants in practiceRobert Fiford and djca Chartered AccountantsIt can't be easy to transform an accountancy firm from one that's charging clients about £200 a month to one that's charging clients in excess of £1000 pounds a month. It can't be easy to grow from scratch an offshoring team out in the Philippines – from zero to ten in just twelve months. And it can't be easy to approach every one of your 30 team members across two locations and ensure that every one of them gets what they want out of working in your practice, on a really personal level. That's what Robert Fiford of djca...2023-11-031h 05Humanise The Numbers - for ambitious accountants in practiceClaire Evans of All In PlaceDon't you agree that it would be profoundly useful if you could get a sideways view of what's going on in the accounting profession, a sideways view from a fellow financial professional, but through a different lens? On this Humanise the Numbers podcast discussion with Claire Evans, you'll get the perspective of someone from the financial services industry. Claire's worked in that industry for a long time. She has trained a lot of financial services people and is training accountants now on both personal and business cash flow and how to bolt the two together. And she t...2023-10-1359 minHumanise The Numbers - for ambitious accountants in practiceKatie Hawking of DextI found it profoundly, remarkably, valuable to enter into a podcast discussion with someone who has a really broad perspective across the profession – someone who spent 15 years in practice, someone who has worked at technology companies such as Xero and Dext and who works now with literally hundreds of leaders and managers of accounting firms, someone who can signpost what the best firms are doing compared with the other firms in the industry when it comes to brilliantly connecting with their team to get the best from them, brilliantly connecting with their clients so that they can make a bi...2023-10-061h 04Humanise The Numbers - for ambitious accountants in practiceRachel Harris, Founder of @accountant_she® & striveX®It can't be easy, can it, to grow a firm from one person to 18 in just three years and to take your client numbers from 50 to 700 within the same time frame? Well, that's exactly what Rachel Harris of the accountancy firm striveX has achieved. And one of the reasons for the success of that journey is down to Rachel's 'team first' approach. Even though she's gone from 50 to 700 clients, the focus is 'team first'. And she unpacks on this Humanise the Numbers podcast the five strategies, the five processes, that make her firm, str...2023-09-221h 05Humanise The Numbers - for ambitious accountants in practiceAlastair Barlow, flinder CEO and co-founder - Leadership seriesWhat does it take to grow an accounting business from its initial two founders to 40 people in five years? Great question.What does it take to grow an accounting business which generates average fees per client of £30,000? Another great question. What does it take to grow an accountancy business where its people absolutely love working and where the clients respect and love the work that the firm's doing for them? I had the great privilege of spending an hour on a podcast discussion with Alastair Barlow, co-founder of flinder. Alastair unpacked many things, but...2023-09-151h 11
Humanise The Numbers - for ambitious accountants in practiceAmanda C. Watts, Owner of Oompf Global, trainer and coachNearly every time I ask the question ‘what matters most to clients?’ – technical work, the speed with which the work's done or the relationship work – and whether I'm with an individual accountant, a leadership team within an accountancy firm or presenting to an audience of accountants, the answer that almost always comes back is that it's the relationship work that the clients value the most.In a profession that leans more towards introversion than extroversion, it makes sense to dive into what is it accountants could and should do to build stronger relationships with their clients.It was...2023-09-081h 03Humanise The Numbers - for ambitious accountants in practiceWill Farnell - Accountancy Firm Founder, Author, Speaker and MentorIt's not every day that you get to have a deep and valuable conversation with someone who's deliberately, consciously, ambitiously looking to shift the profession towards the place it used to hold in the hearts and minds of its clients. And that's why I felt so excited, so privileged, to be able to spend some time with Will Farnell on the Humanise The Numbers podcast, talking with Will about the insights he has captured in his book, The Human Firm.Will is very open, very keen to be clear regarding his first book, The Digital F...2023-07-211h 02Humanise The Numbers - for ambitious accountants in practiceGary Turner - Investor and board memberWhen you get the opportunity to meet a leader, one that's been at the forefront of influencing and managing change across the whole profession because of his involvement in Xero, you grab it with both hands. It's a great honour to have welcomed Gary Turner, ex-UK lead at Xero, onto the Humanise The Numbers podcast to discuss growth, leading and managing change, the successful implementation of technology and how the balance between the importance of the team and the importance of clients plays out in every business, not just in accountancy firms. I'm absolutely certain yo...2023-07-141h 05Humanise The Numbers - for ambitious accountants in practiceDes O'Neill of OmniPro and the CPD StoreHow good are you and your leadership team, and your managers generally, at holding people to account for their behaviour and their results? It's one of the sticky, challenging, thorny aspects of leading and managing people, leading and managing accountancy firms. In this podcast discussion with Des O'Neill of the CPD Store, you'll hear Des and I unpack the detail behind determining the boundaries you should put in place and how you do that, as well as what standards you set, minimum and aspirational, in order to make expectations clearer, so that accountability is easier? An...2023-07-071h 08Humanise The Numbers - for ambitious accountants in practiceLucy Cohen of Mazuma - Business Development and Leadership seriesWhen we started the Humanise the Numbers podcast, it was a bit of an experiment to see if there was any life in talking with leaders of accounting firms and some of the top advisors to the profession from around the world. And now, two years on, it's no longer an experiment, because I consider it a privilege to be able to have deep, meaningful, valuable conversations with leaders in the profession. And it's not surprising, is it, when you come across a great leader of a great firm, that they'd want to focus on re...2023-06-231h 07Humanise The Numbers - for ambitious accountants in practiceAlexandra Bond Burnett, Leadership Brand Strategist and Founder of Ambition to ImpactOne of the challenges or, arguably, one of the opportunities facing your firm, facing the profession, is the march of technology. But more importantly, as technology takes over more of the technical work of accountancy and bookkeeping, there’s a real need to invest more time, more energy, and more money, even, in the development of human skills, the skills that help you work better together as a team and that enable you to work better with your clients. And with that in mind, it made sense to invite Alexandra Bond Burnett onto the huma...2023-06-161h 11Humanise The Numbers - for ambitious accountants in practiceJulie Wilkinson of Wilkinson Accounting Solutions, Specialist Firm SeriesIt’s fascinating when you get the opportunity to hear the powerful and valuable insights from the leader of a large finance team, responsible for the financial reporting of a £250 million turnover business, who then decides to drop that and start her own accounting business, grow it quickly, organically, and then begin to acquire other firms in order to accelerate the growth of the firm. Well, that’s Julie Wilkinson of Wilkinson Accountancy Solutions. She joins us on this humanisethenumbers.online podcast discussion and shares valuable observations around marketing, around how capacity comes before growth and around the ch...2023-06-091h 01Humanise The Numbers - for ambitious accountants in practicePeter Ellington, CEO of Triple Bottom Line Accountants - Specalist firm and Niche seriesHave you ever wondered if, in your firm, you could be doing more in the environmental, sustainability space? Could the environmental message result in you winning new high-grade clients? Could it help you retain people or maybe even recruit new people?In this podcast discussion with Peter Ellington, you’ll hear his candid, open and quite revealing insights, insights based on the research he’s done into the environmental space. He’s now building educational programs with the ACCA, and with ICAEW, and is growing his 800-client accounting firm on the back of his work in and...2023-05-261h 09Humanise The Numbers - for ambitious accountants in practiceIan Cooper of FYI Docs - Technology SeriesIt’s a rare privilege to have a conversation with someone who has nearly 20 years’ experience of working with in excess of 2,500 accounting firms, someone who is willing to share deep insights about their experiences of the profession and how it’s changed over the years, as well as what’s needed, what’s necessary – now – to run a successful growing accountancy firm, someone who is currently in the process himself of setting up the UK operation of a – relatively new to the UK – business, albeit very quickly having won almost a thousand accounting firms.So why not join Ian Coope...2023-05-1957 minHumanise The Numbers - for ambitious accountants in practiceJohann Goree of OnPoint Accounting Group - Leadership SeriesWhat do you think it takes, in a relatively short five-year window, to grow a team of 14 people and to win 800 clients? Well, in this Humanise The Numbers podcast discussion with Johann Goree of OnPoint Accounting – with four offices, two in Scotland and two in England – you’ll hear Johann share how he has adopted a human approach to running an efficient firm that embraces and welcomes innovation and change. So why not join Johann and I on this humanisethenumbers.online podcast or go to your favourite podcast platform if you wish? I'll look forward to seein...2023-05-121h 08Humanise The Numbers - for ambitious accountants in practicePaul Barnes of MAP - Leadership and Business Development seriesYour firm, like every firm, isn’t perfect. Your firm, like every firm, has team members who want to progress their careers and get better. And as they get better, your firm will get better too. The old adage that, if you don't grow your people, you won't grow your practice, is as plain and obvious as the nose on everyone's face. It was a real privilege to welcome Paul Barnes from the accountancy firm MAP onto the Humanise The Numbers podcast and hear lots of practical, valuable insights that Paul has picked up over his...2023-04-211h 11Humanise The Numbers - for ambitious accountants in practiceSam Edwards of Strategy& - Strategy SeriesAs a leader of an accountancy firm, or as a leader of a department, you’ll get to a stage where you wonder: how on earth do I further improve the EBITDA or profitability of my firm or department? How do I improve its capital value?Which is why I was just delighted that Sam Edwards, of the firm Strategy&, an advisory firm to businesses acquiring or selling other businesses, said yes to joining us on the HumaniseTheNumbers.online podcast. In the discussion with Sam, he’s very candid, very open, about the strategies, the proces...2023-04-141h 01Humanise The Numbers - for ambitious accountants in practiceMargaret Heffernan - Professor, Writer and Speaker, Advisors to the Profession SeriesOne of your firm’s greatest challenges and, arguably, one of the areas of greatest reward, comes from the 'how to' of getting the best out of your people, out of your team. One argument says that we should build social capital, building stronger connections between ourselves and our team and between team members, so that they feel a greater sense of camaraderie. But the challenge with that is we could burn lots of time, and time is money. Why do that, when we could get our team actually doing some work and making the firm some mon...2023-04-061h 00Humanise The Numbers - for ambitious accountants in practiceSharon Hirsch of Argus Accounting, Business Development and Leadership SeriesIt takes something special, don’t you think, to start up a brand-new accountancy firm just a couple of months after the start of a global pandemic. It’s what Sharon Hirsch of Argus did in May 2020, and on this HumaniseTheNumbers podcast discussion with Sharon, you’ll hear her share a number of valuable insights: the KPIs that matter most, what her emotional charges are and what it is that’s driving her to do what she’s doing for her 74 clients, some of whom are paying between £1,500 and £2,500 per month. She also shares how important it is...2023-03-171h 06Humanise The Numbers - for ambitious accountants in practiceJolawn Victor, GM of UK Intuit QuickBooks - Leadership seriesWhat do you think it takes to run a fast-growing, leading technology business with 350 people across the UK?In this podcast discussion with the UK General Manager of Intuit QuickBooks, Jolawn Victor, you'll hear Jolawn share a wide range of insights into what it takes, not only to run and lead QuickBooks in the UK, but also to run and lead a successful accounting business, drawing on her own and her team’s experience of working with many accounting firms.It was a wide-ranging discussion with Jolawn, one I thoroughly enjoyed because of her open, tr...2023-03-1756 minHumanise The Numbers - for ambitious accountants in practiceMichael Hemme of MDH - Leadership and Business Development SeriesHow do you change, even as a sole practitioner, the tone of the work in your firm so that you become increasingly valuable to your clients, so that your clients are willing to pay more money for what you do with them and for them? In this podcast discussion with Michael Hemme of MDH, an accountancy firm in Croydon, you’ll hear Michael share what he’s doing to build what he calls “soft” skills. I call them hard, because I think that the human skills, the conversation skills, come less naturally to accountants because of the way they’...2023-03-1053 minHumanise The Numbers - for ambitious accountants in practiceSteve Price of BWP Inspire - Culture and Purpose SeriesIt's not often that you come across a leader of an accounting firm who has built strategic health into their practice, with crystal clarity on a shared vision, crystal clarity on a core purpose and crystal clarity around the values related to how the firm behaves and the standards they uphold across the firm.In this podcast discussion with Steve Price, of the Manchester firm Inspire, Steve openly admits that they’re a work in progress and that they’re on their journey to being a better firm, but they have so many good things already in plac...2023-03-031h 05Humanise The Numbers - for ambitious accountants in practiceDouglas Aitken of Remarkable Practice, Strategy Series, Culture and Purpose SeriesThere are a few landmark moments in the life and journey of every business, and we’ve just passed through one of those moments at Remarkable Practice. I'm proud to say we now welcome Douglas Aitken as a fellow shareholder and director of the business and, because of that landmark moment, it felt appropriate that we bring Douglas onto the humanisethenumbers.online podcast, so that you get the opportunity to hear some of the deep insights that Douglas is experiencing from working with firms just like yours, leadership teams just like yours.It also creates an...2023-02-171h 07Humanise The Numbers - for ambitious accountants in practiceGlenn Collins of ACCA - Humanising the Numbers, Advisor to the ProfessionIt was a great privilege to spend an hour in deep conversation with Glenn Collins, Interim Head of ACCA. Glenn has 23 years of history with ACCA, supporting firms like yours. It was great to get Glenn’s views on high-growth accountancy firms, on the importance of the POD approach to high-growth accountancy firms, and the importance of strategy and anchoring to core purpose, the real meaning behind everything you're doing in your firm.But Glenn also has views on accountants seeing themselves slightly differently, as a broader service provider than “just accountancy”, as important as accountancy is. He poi...2023-02-101h 01Humanise The Numbers - for ambitious accountants in practiceJoe Sole of Sole Associates - Strategy and Pricing Series (Part 2)What is it that you and your firm have to do to make the shift from compliance only to compliance plus advisory, where advisory is generating significant high-value fees from work that you enjoy and which, by the way, your team enjoy as well? In this HumaniseTheNumbers.online podcast discussion with Joe Sole of the 8-person firm Sole Associates, you will hear Joe unpack some of the detail, not just on what he does, but on how he engages with his team and how he engages with his clients, s...2023-02-0332 minHumanise The Numbers - for ambitious accountants in practiceGaye Prime of G&S Prime Business Solutions Ltd - Advisors to the ProfessionWould you, as a leader or manager of an accounting firm, sit up and listen to the UK General Manager of a corporate business and how they’ve interacted with the accounting firms serving them? In this humanisethenumbers.online podcast, you'll meet a qualified accountant and experienced General Manager of a UK corporation and hear her interpretation of the relationships between business owner, business leader and accountant. Gaye Prime has been that General Manager and is a qualified accountant, and she explores a couple of topics – education and interpretation – in different ways; both are clea...2023-01-201h 08Humanise The Numbers - for ambitious accountants in practiceJoe Sole of Sole Associates - Part 1 - Advisory SeriesWhat is it that you and your firm have to do to make the shift from compliance only to compliance plus advisory, where advisory is generating significant high-value fees from work that you enjoy and which, by the way, your team enjoy as well? In this HumaniseTheNumbers.online podcast discussion with Joe Sole of the 8-person firm Sole Associates, you will hear Joe unpack some of the detail, not just on what he does, but on how he engages with his team and how he engages with his clients, s...2023-01-1339 minHumanise The Numbers - for ambitious accountants in practiceLiz Jackson & Andy Denny of BCMS - Advisors to the ProfessionThere’s no doubting the quality and strength and depth of the relationships you have with your best business-owner clients. But someone will pip the quality of those relationships when they get involved in discussing, planning and executing the sale of your clients’ businesses.On this humanisethenumbers.online podcast discussion, you’ll hear from Andy Denny and Liz Jackson – both directors at an organisation called BCMS, a specialist M&A provider helping business owners turning over anywhere between £10 and 100 million, sometimes a little bit less, sometimes a little bit more – and how they get really d...2023-01-0658 minHumanise The Numbers - for ambitious accountants in practiceAmy Vetter of B3 Method Institute - Culture and Purpose SeriesHow do you set work and life boundaries, not just for yourself, but for your team as well, so that they are fully engaged, enthusiastic and driven to bringing success to you, your firm, your clients? And it’s not just about those boundaries. Advisory is becoming more important, more relevant, more valuable to your clients, so how do you move your firm forward in the volatile and complex world in which we’re all now living? In this podcast discussion with Amy Vetter, a qualified accountant (CPA) from the US, you’ll hear her share he...2022-11-181h 07Humanise The Numbers - for ambitious accountants in practiceSam Mitcham of SJCM Accountancy - Marketing SeriesHow do you and your firm win younger, dynamic clients with a long lifetime value (because of their age), if you are able to do a brilliant job of looking after their businesses? As a firm, you and your client portfolio have almost certainly got clients who started young with a small business and then grew them into substantial businesses. So, how do you tap into that younger audience? In this podcast discussion with Sam Mitcham, you’ll learn how Sam, though in the early stages of building a successful accounting firm, demonstrated energy and enth...2022-10-071h 03Humanise The Numbers - for ambitious accountants in practiceAndrew Jordan of Connect 4 - Business Development and Technology SeriesIf there are two things that ultimately, fundamentally influence the success of your accounting firm, it's your firm's ability to retain and recruit the right people and build your team and to recruit and retain the right clients. So, it was a real pleasure to welcome Andrew Jordan of Connect 4 onto a podcast discussion where we actually unpacked, thanks to Andrew's experiences at BDO, his experiences of establishing Fathom in the UK (the KPI reporting tool, Fathom), and his experiences of founding and growing Connect 4 in the UK. Andrew shares some brilliant insights into building cl...2022-09-2358 minHumanise The Numbers - for ambitious accountants in practiceEriona Bajrakurtaj of Majors Accounts - Culture and Purpose SeriesHow does an accountancy firm’s leadership team – the whole team – radically change the use of software, processes and systems within their firm?That’s a big question to unpack, but in this humanisethenumbers.online podcast discussion between myself and Eriona Bajrakurtaj, you'll hear how she has transformed the behaviour and performance of the people, as well as the effectiveness of the systems and processes, in her 19-person, 1600-client firm. She and her team moved a thousand clients from one way of bookkeeping to another in just six months – a thousand clients in six months...2022-09-091h 14Humanise The Numbers - for ambitious accountants in practiceDavid Hassall of DH Business Support - Leadership and Advisor to the Profession SeriesIt can often feel like pushing water uphill when it comes to getting your team to embrace the necessary changes to secure the future success of your firm. In our 20 years of working with accountancy firms, we’ve experienced this more often than not.However, there are ways and means, techniques and processes that you can use to help your team want to change, to embrace change, so that it’s your team, and not you, which takes the lead in driving change. You can leverage and scale change in such a way that, not only do you...2022-08-261h 01Humanise The Numbers - for ambitious accountants in practiceElaine Godley, Advisor to the Profession and Recruitment SeriesIt's clear from our conversations with virtually every firm with which we work that recruiting high-quality team members, though it's always been tough, is now tougher than ever before. Those same firms are also looking for ways to work better with their individual employees, within their teams and across the firm as well.In this podcast, you're going to hear from Elaine Godley. I've known Elaine for decades, and Elaine has helped me, my business and other firms with which we work to identify how to get the best out of our people, as well as how...2022-08-121h 03Humanise The Numbers - for ambitious accountants in practiceDavid Gilroy of Conscious Solutions - Marketing SeriesOn this HumaniseTheNumbers podcast, you’ll hear from David Gilroy – entrepreneur, business owner, marketeer and, more specifically, website expert. However, David doesn't work within or provide for the accountancy profession. He builds websites (now over 400 websites) for the legal profession, for lawyers and solicitors. But David’s attention to detail, his obsession with the numbers that really matter when marketing your firm, and his business as well – I think you’ll appreciate his insights, knowledge and guidance on how we should be working better, harder and stronger to capture the numbers that matter so that we can mark...2022-07-291h 11Humanise The Numbers - for ambitious accountants in practiceJohn Warrillow, author and advisor to the professionOccasionally, on our HumaniseTheNumbers podcasts, we're privileged to welcome a guest who has deep, personal experience in a profoundly important aspect of business that is directly relevant to you, your firm and your clients. With John Warrillow, we've got that, plus we've got his extensive research into how to successfully sell a business. He's the author of three books – Built to Sell, The Automatic Customer and The Art of Selling Your Business – and in this podcast, John shares insights which can help you change the conversation, become fluent in the conversation – not just the manager of a bu...2022-07-151h 11Humanise The Numbers - for ambitious accountants in practiceZoe Paradine of UHY Hacker Young - Marketing SeriesIt can often feel like a particularly growly challenge to work out how to successfully promote and market your accountancy firm. So it pays, don't you think, to listen in to a marketing expert. In this podcast, you'll hear from Zoe Paradine, Head of Marketing in the UK for UHY Hacker Young. Zoe shares her experience of 20 years of marketing for her own firm and, more importantly, her insights on what's key to successful marketing. Zoe discusses the need to “make time” – carving out time each week, without fail, to successfully market your firm. She also signposts how to...2022-06-2456 minHumanise The Numbers - for ambitious accountants in practiceScott Heath of DJH Mitten Clarke - Culture and Purpose Series, Business Development SeriesHow do you create, build and nurture a high-growth accountancy firm? In this podcast discussion with the head of DJH Mitten Clarke, Scott Heath, you'll hear him share a number of detailed insights into how he’s developed his high-growth firm, a firm that’s gone from 30 to 70 people and, in the last two years or so, from 70 to 275 people, in four offices. But what stands out most from this discussion with Scott are the principles behind healthy growth, not just growth for the sake of it – growth in which everyone can take great pride and growth that is...2022-06-101h 02Humanise The Numbers - for ambitious accountants in practicePhil Hobden of Wolters Kluwer - Culture and Purpose SeriesHow you and your firm deliver great value to your clients is a common theme in the HumaniseTheNumbers podcast series. In this discussion with Phil Hobden, now of Wolters Kluwer, I was able to unpack Phil's experiences as a business owner, as well as an employee and leader of education at Capitalise and, previously, at Futrli. He shares some amazing insights. The discussion twisted and turned from value for clients and value for team members and how much they're part of a virtual circle. When we, as leaders of our respective businesses, get th...2022-06-031h 15Humanise The Numbers - for ambitious accountants in practiceGeorge Gallagher-Kennett of Pinfields - Workflow SeriesHow would it feel if you and your team in your accountancy firm were able to get to January and feel completely calm, completely relaxed and completely in control around the number of tax returns you've got to do?Well on this Humanise The Numbers podcast discussion with George from Pinfields in the West Midlands, you'll hear Georgina, George, share some deep, practical and relatively simple but important insights into what she did, what she and her team did, in order to smooth out the flow of tax returns to diminish the normal spike of...2022-05-201h 00Humanise The Numbers - for ambitious accountants in practiceGraeme Tennick of Tennick & Co - Leadership SeriesHow do you and your managers hold accountability conversations that work really well? By really well, I mean that they work out for both the manager and for the person they’re working with – holding them to account. Never an easy conversation.On this podcast with Graeme Tennick, you'll hear Graeme share his commitment to his own accountability, as well as how open and transparent he is with his team. He allows them to see that he’s being accountable himself and thus earns the right to hold others in his team to account. I push Graeme on the...2022-05-201h 00Humanise The Numbers - for ambitious accountants in practicePaul Dunn of B1G1 - Advisor to the ProfessionThere are very few people who are recognized within the accounting profession, worldwide, us, UK, Europe, Australasia.Paul Dunn is one of those individuals, he has served the accounting profession for several decades, CEO of B1G1 - Business for Good and he's won several awards.On this podcast discussion, Paul shares his insights on the value of purpose and the value of values so that you can apply the success of them to your firm. When on this episode page, please scroll down for the contact information for Paul and...2022-05-0954 minHumanise The Numbers - for ambitious accountants in practiceKaren Eber of Eber Leadership Group on Humanising the NumbersHow do you as a leader or manager of an accounting firm connect in a deeper, more meaningful way with your team? How do you ensure that this connection has a positive impact on the way in which team members behave and on their motivation, their drive and their willingness to see your firm succeed? How will this influence the amount and quality of the work they do and the level of care they show for that work?There’s also a question to be addressed regarding how you connect in a deeper way with your clients, so...2022-05-0656 minHumanise The Numbers - for ambitious accountants in practiceCharlotte Zacharia of Z2 - Marketing SeriesHow do you stay ahead of the game? This is a bit of a generic question, but more specifically, how do you continue to stay ahead of your clients’ expectations? What are they expecting from you, your team and your firm, and how do you stay ahead of that, so that you can constantly deliver value, as well as a magical, rather than miserable, experience to your clients?Well, on this HumaniseTheNumbers podcast discussion with Charlotte Zacharia of the accountancy firm Z², you'll hear Charlotte share her powerful insights into how clients’ perceptions and expectations have...2022-04-2957 min
Humanise The Numbers - for ambitious accountants in practiceRon Baker of VeraSage Pricing and Niche SeriesHow does your accountancy firm earn the right to achieve and be comfortable with prices that are three, four, five times or more higher than you would normally charge a typical client? In this podcast, which was a great pleasure and privilege to make, we have Ron Baker discussing pricing, the subscription model, niche marketing and positioning, strategy and purpose. I hope you'll take the time to listen to the insights, the valuable gems, that are included in this podcast.Why not join Ron and I at humanisethenumbers.online or on your favourite p...2022-04-221h 09Humanise The Numbers - for ambitious accountants in practiceStephen Pell of Iconac - Niche SeriesOccasionally I struggle to work out how best to help an accountant or an accountancy firm connect with the real value that they deliver to their clients, especially their business-owner clients.In this podcast discussion with Stephen Pell, you'll hear Stephen and I unpack the emotional part of the value equation, drawing on Stephen’s knowledge and expertise in his work with music artists.Stephen and his team of 15 people serve artists primarily in the UK, expanding into the US. And he does a brilliant job of demonstrating how to set up and run a ni...2022-04-0846 min
The Future Positive Podcast#34: Paul Shrimpling (Remarkable Practice) - Supporting Accountants & Humanising The NumbersWelcome to the Future Positive Podcast for accountants and business advisers, powered by Capitalise.
This episode Phil talks to Paul Shrimpling.
For over 18 years Paul has worked exclusively with accountants in practice helping firms improve their fees, profits, cash and capital value through a process of 'humanising the numbers'. The Managing Director of Remarkable Practice, Paul spends his time either consulting with accountants to help them grow their firms or presenting to accountants for the same reason. He also hosts the “humanising the numbers” podcast and is a regular at events and conferences across the UK an...2022-04-0544 minHumanise The Numbers - for ambitious accountants in practiceSian Lloyd & Rebecca Johnson of Lewis Ballard - Culture and Purpose Series, Firms Humanising The NumbersDon't you think it pays to have a clear picture about what your firm will look like in the future, say, in five years’ time? Your firm of the future? In this podcast discussion with Sian Lloyd and Rebecca Johnson from the Cardiff-based firm Lewis Ballard, you'll hear them share how they’ve created a future-focused, advisory-focused, genuinely caring approach to running an accountancy practice, where there's a real human connection between the team and between the team and their clients. They also discuss what they're doing to advance their firm’s value in the eyes of their c...2022-04-0152 minHumanise The Numbers - for ambitious accountants in practicePaul Lodder of Dext - Technology SeriesWhat must it be like to spend 21 years in a firm of accountants, going through the ranks, then deciding to leave and join a technology company?In this podcast discussion with Paul Lodder of Dext, Paul shares some amazingly valuable insights into his experiences, both in the accounting firm and at Dext, insights which I believe can profoundly influence the way you install and implement technology in your firm. But as the name of our podcast platform suggests, Paul’s insights can also help you Humanise The Numbers in such a way that your firm is capable of...2022-03-2559 minHumanise The Numbers - for ambitious accountants in practiceVipul Sheth of Advancetrack Outsourcing - Workflow SeriesHow do you transform your firm’s accounts production workflow so that you free up people's time whilst simultaneously building stronger, more meaningful, more valuable relationships with your clients? In this Humanise The Numbers podcast with Vipul Sheth of AdvanceTrack Outsourcing, you'll hear Vipul share insights from the many dozens of firms with which he and his team work, specifically around the magic of one or two profound shifts, or profound little changes, in the way you look at and tackle production workflow, so that you and your firm can free up time for your peo...2022-03-1130 minHumanise The Numbers - for ambitious accountants in practiceCliff Spolander of Business Optics - Advisor to the ProfessionIt strikes me that one of the most valuable conversations you can have with a business-owner client concerns the exit from their business. When are they going to close it or sell it? How much do they want for it? And how much personally do they want to extract from the business as a result of that? A highly valuable conversation, but one with which many accountants are not entirely comfortable.Join me on this podcast discussion with Cliff Spolander of Business Optics. Cliff is a serial entrepreneur, having started, bought, sold and, on occasion, just simply c...2022-03-041h 00Humanise The Numbers - for ambitious accountants in practiceDavid Belbin of Clemence Hoar Cummings - Business Development SeriesI'd be surprised if any accountant would disagree with the fact that client loyalty is the cornerstone of the fees, profits, and capital value of their firm.Also very few firms would disagree or argue with the fact that the clients that feel loyal to your firm do so because of the quality of the relationship you have with them. Very few firms, it seems to me, and in my experience actually track and measure either the quantity or the quality of the client interaction, number of meetings, number of zoom meetings, number of calls e...2022-03-0149 minHumanise The Numbers - for ambitious accountants in practiceJenny Cessini of Davies Grant - Workflow SeriesHow on earth, as a firm of accountants do you manage the ever-increasing workload thanks to new clients, thanks to extra work from existing clients and the fact that it's really tough to recruit more good people into your firm?And that seems to be getting harder, doesn't it?On this podcast discussion with Jenny Cessini of Davis Grant in Ilford (a five partner firm with 40 people in their organisation), you'll hear Jenny describe in granular detail how their weekly workflow process helps to marry up and balance the weekly expectations of their clients and...2022-03-0145 min
Humanise The Numbers - for ambitious accountants in practiceRob Whittall of Dyke Yaxley - Specialist SeriesWhat does it take for a firm, even a specialist niche firm, to grow substantially, year-on-year, for over a decade? In this podcast discussion with Rob Whittall of Dyke Yaxley, USA, Rob shares the insights, ideas and strategies that have helped him grow his firm and build two teams, one in the US and one in the UK. He will also share how his specialist firm helps UK and US businesses, as well as individuals, navigate the complexities of tax across the two countries. Join me at humanisethenumbers.online and hear how Rob ha...2022-02-251h 00
Humanise The Numbers - for ambitious accountants in practicePaul Kennedy of OBK - Pricing SeriesHow on earth do you and your team, your colleagues, your firm as a whole, engage in meaningful, tangible conversations with clients, demonstrating that your firm delivers real value?In this Humanise The Numbers podcast discussion with Paul Kennedy of OBK, a relatively small firm north of London, we discover that for decades Paul has been a keen student of Ron Baker, Rick Payne and Bootcamp, and he has implemented an approach to value pricing in a very practical way. You’ll hear Paul share his insights and his thoughts about how his fir...2022-02-181h 07Humanise The Numbers - for ambitious accountants in practiceSian Kelly of Inform Accounting - Culture and Purpose Series, Leadership SeriesHow do you grow an accounting firm from zero to a million in 10 years and then set about growing the 1 million pound turnover firm that you've now got into a 2 million pound turnover firm in the next five years or less?Well, according to Sian Kelly, what you do and what she has done is put client experience and client care front and central in everything this firm does.And every improvement that this firm makes is towards improving that client care.I hope you enjoy this Humanise The Numbers...2022-02-1158 minHumanise The Numbers - for ambitious accountants in practiceMartin Horton of Rivington Accountants - Leadership SeriesIt's a challenging question to ask you how committed you are to the mental well-being of your team. During tumultuous and trying times it's an important question, and I'm sure you're doing everything you can to facilitate, assist support your team so that they thrive as well as supporting your clients so that they thrive too.In this Humanise The Numbers podcast discussion with Martin Horton of Rivington Accountants, you'll hear Martin share one or two ways that he's helping his clients thrive. But what stands out is his commitment and l...2022-01-2837 minHumanise The Numbers - for ambitious accountants in practiceMarie Pegram of UHY East - Strategy SeriesLeading and managing change is tough. The bigger the team, the bigger the challenge. So how do you transform an old style partner led multi-office firm into one that's strategy and corporate led with crystal clear functions, roles, and responsibilities for everyone across the firm - that fully engages with, or is it at least on the journey to fully engaging with everyone in the team?On this podcast discussion with Marie Pegram of UHY East, Letchworth in Hertfordshire you'll hear Marie share the insights about the journey that UHY East have been on from...2022-01-2149 minHumanise The Numbers - for ambitious accountants in practiceMatt Flanagan of Blue Hub - Technology SeriesWhy on earth, would you take a blind bit of notice of a technologist talking about Humanise The Numbers for an accountancy practice like yours? Well, over the years, Matt Flanagan from BlueHub has built a reputation for really knowing his onions when it comes to the technology, but because he's helped so many firms install, implement, and habitualise technology across their firms, he sort of knows what differentiates the best firms from all the other firms in the profession. So why not join Matt and I on this Humanise The Numbers podcast, an...2022-01-1449 minHumanise The Numbers - for ambitious accountants in practiceMike Crook of Practice Web - Firms Humanising The NumbersHow does an accountancy firm, how does your accountancy firm master the dark arts of marketing, so that you become successful at generating leads, high quality future clients for your firm, so that you can build your fees, build your profits and build the capital value of your firm?Well, on this Humanise The Numbers podcast discussion with Mike Crook, you'll hear Mike share his profound and I think amazingly valuable insights into how PracticeWeb have worked with accounting firms over Mike's time in the business as Managing Director and, he essentially unpacks and unlocks...2022-01-1154 minHumanise The Numbers - for ambitious accountants in practiceJenny Sparks of Cedar & Co - Marketing SeriesOne of the key drivers for the future success of your accounting firm is your ability to win new high value clients, new high value work for new clients, as well as certainly cross selling additional services to your existing clients.Well on this Humanise The Numbers podcast discussion with Jenny Sparks of Cedar and Co in Derby, you'll hear Jenny share her insights from working as a marketeer in a top 10 firm, and then her experiences more recently of working in a smaller sole practitioner firm and what's needed, what's necessary to generate a...2022-01-0758 minHumanise The Numbers - for ambitious accountants in practiceVipul Sheth of Advance Track Outsourcing - Advisor to the ProfessionHow do you Humanise the Numbers in your firm, so that the people in your firm and the clients you work with connect in a much deeper way and as a result, your clients are more sticky, they buy more from you and they even recommend you more than they otherwise would of done?On this Humanise The Numbers podcast with Vipul Sheth of AdvanceTrack Outsourcing you'll hear Vipul share a number of insights from his many experiences of working with many dozens of firms across the UK and the rest of the...2021-12-1757 minHumanise The Numbers - for ambitious accountants in practiceGlyn Davison, Phil Murray & Gareth Pinder - ACCA Strategy Series 2/5This is podcast two of five of the ACCA strategy series.What does an accountancy firm do to make strategy really come to life in their firm?On this Humanise The Numbers podcast, you'll hear Glen, Phil and Gareth from two different accounting firms talk about what has to happen in their firms so that their vision, their purpose, their values really come to life.They’ve worked out how to make it mean something to the directors, the team and their clients.It isn't corporate BS it’s actually happ...2021-12-031h 02Humanise The Numbers - for ambitious accountants in practiceJo Edwards of JE Consulting - Marketing Series and Advisor to the ProfessionHow do you brilliantly promote your firm, market your firm, so that you attract and win ideal clients?On this Humanise The Numbers podcast discussion with Jo Edwards of JE Consulting, you'll hear Jo describe in detail the things that her and her substantial team of marketers do for in excess of a hundred accounting firms.She's a specialist marketer for accountancy firms. So why not, if you want to grow your firm with ideal clients, join Jo and I on this Humanise The Numbers podcast discussion.I think...2021-11-261h 02Humanise The Numbers - for ambitious accountants in practiceCarl Reader on niche marketing for Accountants - Specialist SeriesIt's not uncommon for a firm of accountants to consider the idea of focusing on and marketing to a niche sector, or to even focus on several niche sectors.But how do you successfully grow a niche-focused accountancy firm?In this podcast discussion with Carl Reader you'll hear Carl unpack some of the deep, valuable, insightful ways that he and his team at d&t Chartered Accountants have come to dominate the franchise sector, with a significant percentage of their total clients in that particular sector.So, if you're interested in the power...2021-11-1940 minHumanise The Numbers - for ambitious accountants in practiceCarl Reader of d&t Chartered Accountants - Advisory SeriesHow do you really humanise the numbers in your firm? And by that, I mean, how do you deeply connect with your team and with your clients, so that you transform the results of your firm?In this podcast discussion with Carl Reader, the first of two podcasts recorded. you'll hear Carl's passion, verve, and zeal for the humanity that he believes is necessary to run a successful accounting firm.You'll hear his take on the processes and systems that tie him and his team to the work they do with their clients. He also...2021-11-1247 minHumanise The Numbers - for ambitious accountants in practiceAlison Blackler of 2Minds - Advisor to the ProfessionIn this fascinating discussion I'm talking with Alison Blackler of 2minds. Alison is a transformational mind coach, speaker and author - what that means is that she supports and helps people work with their minds to transform how they view themselves and the world around them.As Alison says ' basically anywhere where there is a mind I can pop up and hopefully help them.' During the conversation we dive into the strategies, processes and frameworks that you and your team can put in place to manage the difficulties of ch...2021-11-0548 minHumanise The Numbers - for ambitious accountants in practiceMichael Carthy of Carthy Accountants - Advisory SeriesWhat does it take to capture and demonstrate the value you're delivering to your clients?In this podcast discussion you'll hear from Michael Carthy of Carthy Accountants in Stafford.Michael talks about the 'value register' they keep for every one of their 300 limited company clients and how he's skilled up his team to ask the goals questions - what do you want to achieve for your business, for your life - even?This is because Michael and his team are passionate about helping their clients achieve a better life, not just a better...2021-10-2242 minHumanise The Numbers - for ambitious accountants in practiceRob Walsh of Clear Vision Consultancy - Advisory SeriesWhat can you do to grow the commerciality of your people so that they drive the fees, they drive the profits and they drive the capital value of growth in your accountancy firm.On this Humanise The Numbers podcast discussion with Rob Walsh, you'll hear Rob describe how he grew the commerciality of his team so that he did less, they did more, and they contributed significantly to the growth of fees and the profitability, and ultimately the capital value of the firm too.Rob's story is an interesting one because Rob progressed...2021-10-1541 minHumanise The Numbers - for ambitious accountants in practiceSean Farnell of Burgis and Bullock - Advisory SeriesIn this Humanise The Numbers podcast interview with Sean Farnell from the six office firm Burgis and Bullock Chartered Accountants in the Midlands, you'll hear Sean sharing his insights and what and how they ensure enough points of contact between the management team and the production team and the impact, the positive impact it has on their firm.You'll also hear how lockdown has brought about great improvements in the productivity of their firm. When on this episode page, please scroll down for the contact information for Sean and to find additional resources m...2021-10-0840 minHumanise The Numbers - for ambitious accountants in practiceGlenn Martin of Avery Martin Accountants - Firms Humanising The NumbersIn our experience over the last couple of decades of working with Accountancy firms, we have an appreciation that every firm, at some point in their history have experienced the frustrating challenges of a lack of people, a lack of time resource, which holds the growth, the future success of their firm back from what they want.Sometimes even that lack of people in time resource can undermine the existing performance of the business too.So what do you do?Well on this podcast discussion with Glenn Martin of Avery Martin up in...2021-09-2856 minHumanise The Numbers - for ambitious accountants in practiceRon Baker - The Timesheet Tussle - Pricing Series and Advisor to the ProfessionTo what extent have you, your colleagues, your firm been looking at the efficiency, the effectiveness, the productiveness of your accounts and tax teams whilst in the working from home locked down world we’ve been living in in recent times?Certainly I've been experiencing a number of conversations with a number of firms around time sheets and as a result I was stimulated by one of those firms to consider having a podcast discussion with several firms on the merits or otherwise of using time sheets.One of those firms suggested wouldn't it be gre...2021-09-171h 04Humanise The Numbers - for ambitious accountants in practiceRob Boll of Evoke Management - Advisory SeriesMost firms of accountants are working on the transition from being entirely compliance-oriented firms of accountants, to firms that are doing both compliance and advisory. Some have got a really healthy advisory part to their practices and have that compliance work taking place as well, but very few firms are advisory only, but Rob Boll in his firm of 30 people called Evoke is dedicated entirely to advisory work. They use a framework and they use the word SCOPE to describe that framework. In this discussion, this podcast with Rob, he shares the details ar...2021-09-1046 minHumanise The Numbers - for ambitious accountants in practiceHarvee Pene of Inspire - Culture and Purpose Series, Firms Humanising The NumbersHow do you and your firm measure the impact you have on your business owners lives, your client's lives. And what difference does that impact have for your clients?On this Humanise The Numbers podcast with Harvee Pene from Brisbane, Australia, you'll hear Harvee describe the crystal clear way they've worked out how to measure the impact they have on their clients lives and the different it will make to them.I hope you enjoy the podcast. When on this episode page, please scroll down for the contact information for Harvee and to f...2021-09-0341 minHumanise The Numbers - for ambitious accountants in practiceNikki & Nigel Adams from Advalorem - Culture and Purpose Series, Firms Humanising The NumbersNikki and Nigel are rightly proud of the high levels of enthusiasm and motivation their team demonstrate on a daily basis in their firm. They face challenges like all firms face challenges but with their team fully on board with their vision and values, going to work is no chore. So what are they doing exactly, to create a working environment that creates enthusiasm and zeal in their team? A zeal that is helping them grow quickly and grow profitably! Check out this Humanise The Numbers podcast and listen to the insights, skills...2021-08-2759 minHumanise The Numbers - for ambitious accountants in practiceSteve Timmis of Sempar Accountancy - Pricing Series, Firms Humanising The NumbersI'd be surprised if any accountant, any accountancy firm wouldn't want to work with high-growth, ambitious entrepreneurial business owners. And that's exactly what Steve Timmis at Sempar Accountants is doing. In fact. Steve and his team are doing it so well that they're growing fees by between 30% and 50% per annum in recent years and despite only starting the firm in 2016 they will be touching maybe over achieving on fees of a million pounds in 2021. What's fascinating though, is that Steve puts right at the centre of the growth in fees the team culture...2021-08-1337 minHumanise The Numbers - for ambitious accountants in practiceJason Appel of BKL - Culture and Purpose SeriesHow do you reorganise a team of 50 accounts, production people so that they become more focused, build knowledge and skill in a faster, better way and feel a greater sense of 'connectedness' across the firm.In this podcast discussion with Jason Appel of BKL, a large North London firm, Jason shares insights on the culture of their firm and how they've reorganized this large team of 50 into a set of pods and how that's impacted positively across the firm. I hope you enjoy this Humanise The Numbers podcast. When on this episode page, pl...2021-08-0655 minHumanise The Numbers - for ambitious accountants in practiceNeil Ballard & Rachel Barry of Lewis Ballard - Culture and Purpose SeriesHow do you, as a firm end up with a culture where everyone within the firm holds everyone else to account for the standards of the work they do and the way they behave.?It's not just a top down accountability.It's top down, bottom up, side to side accountability because everyone has that drive and enthusiasm and verve for achieving performance standards and behavioral standards that everyone in the firm holds dear.Join me on this podcast interview with Neil Ballard and Rachel Barry of Lewis Ballard, a 24-person, two-office firm in...2021-07-3055 minHumanise The Numbers - for ambitious accountants in practiceEmily Inman & Stephen Pell - ACCA Strategy Series 5/5What do you have to do in your firm to ensure that what you invest in the strategic thinking, the strategic hard work pays off for you as a business owner, your team and your clients as well?Join me on this Humanise The Numbers podcast discussion with Emily and Stephen. And you'll hear them describe the merit, the value, the payoff associated with clarity around strategy for them.Both of these firms are niche firms, one is in the music entertainment industry the other is in the building CIS arena and they...2021-07-2357 minHumanise The Numbers - for ambitious accountants in practicePhool Ashraf & Cheryl Sharp - ACCA Strategy Series 4/5Where's the value in your firm around pulling together absolute clarity around the behavioral standards, values, and beliefs, that you want to live by in your accountancy firm?Is the hard thinking, hard work going to pay off for you and your firm?Well, on this Humanise The Numbers podcast discussion with Phool and Cheryl, owners and leaders of two different accounting firms, they share their insights on how getting clarity on values has actually paid off for them.Whether it be in recruiting new team members, setting standards of performance...2021-07-1651 minHumanise The Numbers - for ambitious accountants in practiceSteph Rickaby & James Lizars - ACCA Strategy Series 3/5This is podcast 3 of 5 of the ACCA Strategy SeriesWhere's the value in having a crystal clear sense of purpose for your accountancy firm?On this Humanise The Numbers podcast discussion, you're going to hear from James Lizars and Steph Rickaby, two sole owners of two modest size accounting firms that think big about their core purpose.And you'll hear Paul Shrimpling ask them, where's the payoff? Where's the value in having and building and creating and living a real sense of purpose? Hope you enjoy the discussion with Jam...2021-07-0957 minHumanise The Numbers - for ambitious accountants in practiceDouglas Aitken of Remarkable Practice - ACCA Strategy Series 1/5Is it worth the time, the effort, the energy in talking strategy in an accounting firm?Well, this was a question posed to me by ACCA.So, on this Humanise The Numbers podcast you'll hear Douglas Aitken, a colleague of mine, and I talk about the core elements of strategy and how those core elements can deliver a true return on investment for you and your firm.This is podcast 1 of 5 in the ACCA Strategy Series. When on this episode page, please scroll down for the contact information for Douglas a...2021-06-2546 minHumanise The Numbers - for ambitious accountants in practiceStefan Barrett of Bee Motion - Firms Humanising The NumbersHow do you define in your firm the concept of real time accounting? And is it really meaningful?In this Humanise The Numbers discussion with Stefan Barrett of Bee Motion an accountancy firm in Stockport, you'll hear Stefan share his insights around what real-time accounting means to him and how he makes it valuable to his clients. When on this episode page, please scroll down for the contact information forStefan and to find additional resources mentioned in the podcast. 2021-06-1854 minHumanise The Numbers - for ambitious accountants in practiceHugh Stedman of C&H Stedman - Firms Humanising The NumbersWhere's the value in an accountant, having a strategy conversation with a client and then accountability conversations with clients?Well, in this Humanise The Numbers podcast discussion with Hugh Steadman of C&H Steadman in Hemel Hempstead, you'll hear Hugh describe his views on how talking the historical reports from annual accounts is so last year and actually talking about the future is so where we need to be at as a profession.Hugh also shares his stories of helping clients with outsourcing, strategy, recruitment and how a serious illness last year created...2021-05-2146 min
My Brand of Impact with Alexandra Bond Burnett05. Humanising the Numbers with Paul ShrimplingPaul Shrimpling is the Managing Director of Remarkable Practice Ltd, a UK-based company set up to challenge ambitious accountancy firms to ‘humanise the numbers.’ Their role is to connect and help transform the thinking and behaviours of the accountancy firms.
In this episode of Ambition to Impact, Paul talks about his journey to help firms humanise the numbers, and how having high quality interactions is a win-win situation for business and clients. He also shares some of the biggest challenges he has seen accountants face, including the brutal truth of adopting change and becoming 'skilled'. Tune in to l...2021-05-1134 minHumanise The Numbers - for ambitious accountants in practiceSuda Ratnam of Raffingers - Culture and Purpose SeriesWhat must it be like for the leadership team of an accountancy firm to be not a hundred percent confident, but seriously confident about the future stability of their firm. You're about to hear from Suda Ratnam of 70 person, 11 partner firm Raffingers on the outskirts of London, share what they as a firm are doing to humanise the numbers in their firm based on their mentoring program for their team.And also a quarterly review process with their team to ensure that everyone in the firm is on the track to progress, to be doing...2021-04-1649 minHumanise The Numbers - for ambitious accountants in practiceNathan Keeley of Carpenter Box - Technology Series, Firms Humanising The NumbersWhat do you think it would be like to grow an accountancy firm from 30 people strong to 200 people strong 4 offices, 18 partners, and still retain the feel and culture of the family firm you were 30 years ago when there was 30 people in the firm.Nathan Keeley from Carpenter Box down in Sussex, joins me on this HumaniseTheNumbers.Online podcast and shares in quite intimate detail, a number of the things they've done and things they're doing to ensure that they've got that sense of collaboration within the team and the sense of collaboration too, with their...2021-03-261h 00Humanise The Numbers - for ambitious accountants in practiceZoe Lacey-Cooper of Accountex - Advisor to the ProfessionWhat one thing is the key to the future success of your accounting firm? Don't you think actually it makes sense to get an outsider's perspective?To answer that question, an outsider who absolutely loves the profession and has spent the last six years working with the profession I'm joined by Zoe Lacey Cooper, the director head of events at Accountex the largest UK exhibition for the accounting profession.Join me on this Humanise The Numbers podcast and hear Zoe sharing her insights and experiences that point to implementation as the o...2021-03-1930 minHumanise The Numbers - for ambitious accountants in practiceWayne Hockley of Anthony Russel - Workflow SeriesHow exactly do you build a stronger connection with each and every one of your team so that each and every one of them are more productive, generate a higher standard of work and ultimately deliver greater bottom line profits to you and your firm? On this HumaniseTheNumbers podcast discussion with Wayne Hockley from Anthony Russell, you'll hear Wayne describe in detail how they've moved their firm from a monthly rhythm for production workflow, to a weekly rhythm around production workflow. Plus how important it's been to drive more regular, daily, if not more than da...2021-02-2649 minHumanise The Numbers - for ambitious accountants in practiceJo Drinkwater of Grant McKnight - Culture and Purpose SeriesWhat would it be like knowing with absolute confidence in absolute certainty where you're taking your firm? What the vision of your firm is?The goals that you've set for yourself.Knowing with concrete certainty that you're going to get there.In this discussion with Jo Drinkwater of Grant McKnight in the West Midlands, you'll see, hear, even feel Jo's confidence and certainty about the future of her business and her team and the work she's doing with her clients.You'll get a sense of her zeal and enthusiasm and joy...2021-02-2648 minHumanise The Numbers - for ambitious accountants in practiceLuke Smith of Purpose [Part 2 of 2] - Advisory SeriesHow come some accountants are really good at connecting with their business owner clients and other accountants are less good, less effective at building that personal connection with that business owner clients. On this podcast interview, you'll hear Luke Smith of Purpose - this is part two of a two-part discussion I had with Luke recently. Myself and a bunch of other accountants actually grill Luke on this podcast and you'll hear Luke describe what it is his team are doing to ensure that there's a real connection in every year-end meeting between his team and...2021-02-1954 minHumanise The Numbers - for ambitious accountants in practiceLuke Smith of Purpose [Part 1 of 2] - Pricing SeriesHow do you explain to clients the value behind you charging them in excess of 2% of the turnover of their business? And how do you explain that a million pound turnover business can and should, and willingly will pay you £20,000 or more per annum for the work that you do with them.Well, on this podcast interview with Luke Smith of his firm Purpose, you'll hear Luke describe in detail what he says, what he does, how he says it, and how he does it to earn the right. to charging an average fee across all...2021-02-1228 minHumanise The Numbers - for ambitious accountants in practiceJonathan Vowles & Coral Tolley-Fletcher of JVCA - Culture and Purpose SeriesOn this Humanise The Numbers podcast interview I’m talking to Coral Tolley-Fletcher and Jonathan Vowles of JVCA - based in Cranfield -and I have a sneaking suspicion I ambushed Coral and Jonathan a little around their views of the value that they and their firm deliver to their clients. And we have what I believe is a valuable conversation about the two types of value, the two aspects of value or pay off as I like to call it.One being the, functional, factual, financial payoff that your client's experience of working with...2021-01-2945 minHumanise The Numbers - for ambitious accountants in practiceBrendon Howlett of Wood and Disney Accountants - Specialist Firms SeriesHow would one of your favorite business owner clients feel if they were approached by another accountancy firm that was genuinely wholeheartedly committed to building a better future for them and their business.I've just interviewed that accountancy firm they're called Wood and Disney.I've interviewed Brendon Howlett one of the owner directors of Wood and Disney. And he shared what's behind the firm's corporate focus...Building Better Futures, which... I'm fairly certain applies to the team, just as much as it applies to the clients and Brendon sh...2021-01-0240 min