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Kelli Doorne-Millott is on a mission to help accounting professionals recognise and communicate their value to the world. In this podcast, Kelli chats with various people in the accounting space, from accountants who have just started out and established multi-partner firms. And to those who serve the accounting industry, such as public speakers, trainers and tech companies. Each episode will help you discover something about yourself and your business and inspire you to hold your head a lit ...
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Summary I have been chatting with Marcus Batson from Swoop this week, which has been eye-opening. Marcus drives home how crucial it is for accountants like me to offer funding and savings solutions that align with client's needs. He stresses the importance of getting to know our clients deeply so we can provide proactive advisory services that trul…
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In this episode, Captain Kelli Doorne-Millott and Karen Reyburn delve into marketing strategies tailored for accountants. Their discussion underscores collaboration as superior to competition, emphasising the importance of aligning marketing support with personal values. They explore various platforms suitable for accountants, including LinkedIn, I…
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Summary In this episode, John Bucan shares his experience of using humour in cold emails to stand out and win clients. He discusses how a desperate situation led him to send a drunk email that surprisingly got positive responses. John emphasizes the importance of self-deprecation and making people smile in cold emails. He shares his follow-up proce…
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Summary In this conversation, Dana Chapman, a nutritional therapist, discusses the impact of nutrition on menopause and hormone balance. She explains how the adrenal glands play a role in hormone production and the effects of stress on hormone levels. Dana highlights the importance of personalised nutrition and the use of supplements to address nut…
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Summary Ben Risser, from Provident Financial Services, shares his mission of strengthening American communities through thriving small businesses. He emphasises the importance of businesses thriving to create more jobs and increase their mission impact. Ben discusses the role of accountants in helping small business owners with their blind spots in…
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Summary In this conversation, Captain Kelli Doorne-Millott and Nick Elston discuss the importance of mental health in accounting. They explore the challenges accountants face during the pandemic and the need for emotional conversations in this profession. They also discuss the pressure to provide free services and the importance of setting boundari…
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Summary James Marshall discusses his new business venture, which aims to provide comprehensive services to the accounting profession. The business offers commercial growth strategies, compliance resourcing, IT and technology systems, and more. Marshall emphasizes the importance of transparency and empowerment in the industry. He also addresses the …
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Summary In this episode, Tracy Irwin discusses her book 'One, Two, Three' and shares her journey as a business owner and coach. She emphasises the importance of aligning personal goals with business goals and the need for marketing plans to be aligned with the business's values. Tracy also highlights the significance of identifying target markets a…
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Summary In this conversation, Captain Kelli Doorne-Millott interviews Helen Tudor, an expert in generating leads from LinkedIn. Helen shares her journey and expertise, emphasizing the importance of community and consistency in building a successful business. She discusses the value of lifetime memberships and supporting members during challenging t…
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Summary In this episode, Captain Kelli Doorne-Millott interviews Ian Cooper, a representative from FYI, a document management and process automation platform for accountants. They discuss the importance of technology in accounting and the need for efficiency and automation. They also explore the challenges of implementing new systems and the differ…
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Would you believe that the secret to SME success could lie within your accountant's savvy guidance? Sam Tasker-Grindley from Swoop certainly convinced me of that during our enlightening conversation about the financial hurdle race faced by small businesses. Sam's eye-opening insights into the bespoke blend of innovative tech and personalised human …
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Summary In this episode, Captain Kelli Doorne-Millott interviews Daniel from BOTS for That about the misconceptions and applications of AI in accounting. They discuss the fear and scepticism surrounding AI, the background of BOTS for That, and the benefits of using bots in accounting processes. They also explore the specific tasks that bots can per…
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Want to unlock the secrets of running a successful accounting business without sacrificing your work-life balance? I've got just the person for you! In this episode, I enjoyed chatting with Geraldine Carter, as she explained the business challenges she sees most with accountants from across the pond and the misconception that their technical skills…
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Ever wondered what the journey from accounting to tech feels like? We invite you to listen as Tony Stevenson, a former accountant now tech enthusiast, shares his fascinating voyage from the big four accounting giants to the buzzing tech industry. Tony talks candidly about his experiences across different sectors including the recruitment and hospit…
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Ever hesitated to niche down your business, fearing it might limit your opportunities? Kayleigh from Koyn Accountancy once shared your concerns, but her journey to specialisation has been nothing short of transformative. We dig into the considerable resistance she faced and explore how, with some gutsy moves, she honed in on serving health and fitn…
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In this episode, we meet Joseph Cox as he explains how he started and grew his niche accounting firm, E-commerce Accounting socialising in supporting online retail businesses. Joseph's inspiring tale of entrepreneurial spirit is a testament to the power of seizing opportunities, following instincts and embracing the challenges that come with growth…
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Did you know that a staggering 83% of businesses put up for sale don't find a buyer? And for those that do, half don't make it through legal due diligence. In today's episode Paula and I unravel the underlying challenges and opportunities tied to this process, emphasising the crucial role of a well-crafted exit plan. It's not just about ensuring a …
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Imagine starting an accounting business from scratch, scaling it, and then selling it successfully before moving on to your next adventure! Our guest, Bev Flanagan, did just that! In this episode, Bev reveals how she established her practice and the significance of scaling for exit. This episode is a testament to the power of planning. We also disc…
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Today, we've got a real treat for you as we delve into the world of finance with the fabulous Louise Walpole from Moneypenny. I met Louise at Accountex and was fascinated by how Moneypenny is run and the lessons Accountants could learn about serving multiple audiences in a niche way. If you're wondering what the secret sauce is behind a thriving bu…
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Tune in to hear the inspiring story of Johann Goree, the owner of Client Engager and Co-Host of Ask The Accountant podcast. In this episode, Johann shares how he built his firm from scratch to now managing a team of 22 caring for around 780 clients. With his primary focus on small businesses, Johann's mission is to fill the gap left by larger firms…
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I have been searching for an expert in cryptocurrency and accounting for ages! And guess what, I have found him! Meet Joe David seasoned pro in both fields, and his journey from traditional accounting to the vibrant world of crypto is absolutely mega! We explore the importance of timing when grabbing opportunities, the need for accountants to get t…
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Join me for a lively chat with Karen Raven, a CPA and owner of Profitable Firm, to discover the world of accountancy marketing from two accounting marketing experts. Karen and I share our perspectives on marketing, branding, and content creation for accountants, and challenge each other's thinking. From the significance of specificity in marketing …
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Summary In this conversation, Captain Kelli Doorne-Millott and Sam Conniff discuss the concept of Accounting Pirates and the inspiration behind the brand. They explore the importance of breaking rules and overcoming limiting factors in order to create positive change. They also discuss the power of being audacious and giving oneself permission to d…
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Fancy listening to a podcast about how authenticity and human connectivity can make the world of accounting a better place? Then you're in luck because this week we're chatting to Andrew Van De Beek, Founder of Purpose and Head of Human Connectivity. Andrew is a passionate accountant and global specialist who's been in the game for years. He's seen…
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Ever feel overwhelmed and under-confident when it comes to advising your clients? Well, you're not alone, and we're here to help. Our discussion with Rishi sheds light on the importance of understanding customer goals, providing value for money, and the critical role of confidence in client interactions. We also delve into how digital uptake among …
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Imagine if you could optimize your business’s banking process with a dedicated and dynamic partner? Well, this episode is all about that possibility! We're thrilled to have an enlightening chat with Oli Krishan, the head of accountancy partnerships at Starling Bank. Oli shares his intriguing journey into the digital banking sector and his current r…
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What happens when you fuse accounting and bookkeeping with the pursuit of both financial and location freedom? Stacie Generoux, the driving force behind EnRoute Accounting, gives us an inside look into her journey in the accounting industry and how she built a thriving business that broke geographical shackles. Navigating through her experiences at…
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Ever wondered what goes behind the veil of business insolvency processes? Strapping up for this potentially bumpy ride, we engage Peter Charalambos, an insolvency practitioner and specialist, who is here to help us navigate through the dense fog. Peter unravels his fascinating journey into this challenging field, throwing light on the misunderstood…
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From digital transformation through to Roller Derby and the Deloreon our dyslexic thinking travels in a few directions. I had no idea that we were going to get deep towards the end. If you see #CouncilEstateKid hashtag being used you will know they heard it here first. Connect with Phil here https://www.linkedin.com/in/philhobden Meet our sponsor: …
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Carma is an easy way to do a lot of good! Their goal is to plant trees, create jobs, and reward both consumers and businesses. It is simple, effective and sincere. I really can't recommend them enough. www.carma.earth www.linkedin.com/in/jamesjholland/ Meet our sponsor: Charterparth Charterpath aims to inspire more finance professionals to voluntee…
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Greg Fearon is a Body and Brain Transformation Expert who focuses on weight loss for ladies hitting and going through menopause. He talks to me about some of the myths (or damn right lies) we tell ourselves about why we have gained weight and why it won't come off. The most interesting thing for me was the results that some women had when they took…
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Ferris Bueller — 'Life moves pretty fast. If you don't stop and look around once in a while, you could miss it.' Carly and Katie put their mind to creating something special. But because they have not yet hit that final goal they sometimes forget to congratulate themselves on just how far they have come. In this episode, you will learn how just 3 p…
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Meet Scott Johnson, a bit of a punk in my opinion. And I mean that with the kindest of intentions seeing as I am a bit of a punk myself. Punk, Pirate, all round good fella. An anti-capitalist that doesn't have all the answers but is definitely raising some pretty interesting questions. If you are interested in this planet and wondering what small t…
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Have you ever considered outsourcing your accounting work to a team in India? Meet Pratheesh, an outsource team provider and automation specialist. If you are looking at reducing friction, getting back time and upskilling your team this is the podcast for you. Connect with Pratheesh here > https://www.linkedin.com/in/pratheeshchambeth Meet our spon…
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Why would over 60,000 people follow an accountant on LinkedIn? Well, listen to this chat with Francesca and you might just find out. Growth is not something that just happens. Growth is something you make happen. https://www.linkedin.com/in/francesca-tricarico-fmaat-b18121117/ Meet our sponsor: Charterparth Charterpath aims to inspire more finance …
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Welcome back to the show Rachel Harris! Scaling from 50 to 700 clients in 2 nearly three years is no accident but if you have ever looked at Rachels marketing you might wonder how does she fit it all in. Rachel joins me again to talk about this in more detail and give us an insight into how Accountant_She can help you at Accountex this. https://www…
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Mazuma Money is an accounting brand that has always interested me from a marketing perspective and I have to say that after talking with Lucy Cohen I am more sold on the approach than ever before. Lucy generously shares insights from her 17 years Mazuma journey. We also talk about the 7 or 8 discussions she will be a part of at Accountex and what f…
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The accounting evolution and The Human Firm is a concept that I first heard about at Accountex last year when I caught Will Farnell's presentation. I remember walking away because I wanted to squeeze in another speaker but I returned pretty sharpish because I needed to hear more from Will. I hope you enjoy this podcast as much as I did. www.linkedi…
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Imagine attending Accountex one year and then appearing on a panel the following year. That is exactly what happened to Tim and I in 2022. Join me as we reminisce and discuss what we are up to this year and a little about what you can expect from Sage too. www.linkedin.com/in/timothyjcompton Meet our sponsor: Charterparth Charterpath aims to inspir…
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Hands up if you think that Accountants Are Sexy is a good name for this podcast (yes, I want you to put your hands up even if you are walking in the park). Well, my creative brain is not the only person responsible for this genius. Meet my guide and mentor, Paula Cohen. www.linkedin.com/in/paulacohen1 Meet our sponsor: Charterparth Charterpath aims…
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Hands down this is one of my favourite ever podcasts. Gordon was in my network for a while but it wasn't until I joined his Fit As Fork program and started learning more about how he works with clients did I realise the power in what he does. Don't just listen to me, listen to the podcast and let me know if you are inspired to join his session at A…
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Warning: Only listen to this episode if you want to be persuaded into coming to Accountex London. Caroline's enthusiasm is ridiculously infectious. Caroline shares some of her highlights from last year and a few sneaky peaks into what is happening in May. www.accountex.co.uk www.linkedin.com/in/caroline-hobden-62888519 Meet our sponsor: Charterpart…
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Alison Edward likes to keep things balanced. Which is one of the reasons she struggled with the idea of niching her bookkeeping practice. That is of course until she looked at niching from a different perspective. Connect with Alison www.linkedin.com/in/alisonedward And don't forget to catch us at Accountex Meet our sponsor: Charterparth Charterpat…
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Ash Gibson joins me to talk about how Accountants can use the power of storytelling in their marketing. Listen out for when we talk about the Xero TV adverts and let me know your thoughts. You can connect with Ash here .... https://www.linkedin.com/in/gibsonashleigh/ https://twitter.com/ashtron Meet our sponsor: Charterparth Charterpath aims to ins…
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Vicki joins me to talk about marketing in 2023. We discuss the heyday of yesteryear and give some insight into how you could use ads to increase the volume of leads in your practice. Catch up with Vicki here... https://twitter.com/heyvickijakes https://www.linkedin.com/in/vickijakes https://socialadssquad.com Meet our sponsor: Charterparth Charterp…
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Change management, digital transformation, and wtf has Obi Wan got to do with accountants? https://www.linkedin.com/in/leighstallard https://www.satago.com/ Meet our sponsor: Charterparth Charterpath aims to inspire more finance professionals to volunteer their time and skills, connect them with non-profit opportunities, and engage with the wider s…
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Think MTD has gone away? You need to think again. Jonathan Reeves explains why you might be thinking about MTD all wrong and what you need to do about it. Connect with Jonathan here > www.linkedin.com/in/allowingyourbusinesstogrow Meet our sponsor: Charterparth Charterpath aims to inspire more finance professionals to volunteer their time and skill…
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Racism and unconscious bias need to be talked about in order for things to change. Whilst most of us would not admit to being racist we still support a world where prejudice rules. Kayleigh helps me unpack where racism shows up and gives practical advice on how to do more than 'not be racist Also forgive my um's and ah's, I was under the weather. C…
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This episode is a coming together of two marketing minds who solely serve the accounting community. We talk about value ladders, content strategy, and the mistakes we see accountants making when marketing their practice. Connect with Jordan here > www.linkedin.com/in/jordanvickery28 Find out more about DAS here > www.digitalaccountancy.com And don'…
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Imagine a utopian business arrangement where everyone worked harmoniously, the people were happy, secure and rewarded for their commitment and you were not limited to progression just within your own operation but could move freely between those in a group. Connect with Darren www.linkedin.com/in/darrenowen1 Want to join the webinar on 27th Februar…
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