All Episodes
Episodes
#116 Xero or QuickBooks (Plus My Weekly Roundup)
Hey there, it's me. In this episode, I talk about my weekly roundup, including the challenges of back-to-school week with four kids in four different schools. I also discuss attending a lunch with Zero and my upcoming...
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#115 The Secret To Closing A Sale
Hey there,
In this episode, I share my tips and techniques for closing a sale. I discuss how to get in front of the right people, run effective sales meetings, and position yourself as a guide who can help prospects...
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#114 You’re Not Responsible For The Work, You’re Responsible For The….
In this episode, I share a personal update on my cancelled Bali trip due to my daughter's illness. Despite the setback, I discuss the importance of being able to drop everything and be there for family when needed,...
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#113 What Software We Use In The Practice
🎙️ In this episode, I talk about the different software systems that we use in our practice to manage our workflow, client data, and knowledge hub. I break down the three areas of our firm (factory, office, and...
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#112 Why I Don’t Hire Trainees Anymore
In this episode, I discuss why I no longer hire trainees in my accounting practice. I share my personal experiences and thoughts on the alternatives available to small firms, including outsourcing and offshoring. I...
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#111 How Do I Know How Much Work To Give My Team?
Join me as I discuss how to allocate work to your team members in your accounting firm. I'll share insights on building a team, retaining high performers, and creating a culture of high performance. Learn how to...
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#110 Things I DON’T Do In My Practice
Hi there! In this episode, I'm sharing with you some of the things I don't do in my practice that might help you determine what to eliminate from your plate. As practice owners, we often do things the way they've...
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#109 Should You Outsource Or Offshore?
Hey there! In this episode, I talk about offshoring and outsourcing. These are great options to manage operations throughout your firm, especially if you're struggling to find and retain good talent.
Outsourcing...
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Growing By Acquisition To 18 People In 3.5 Years With Julie Wilkinson
From start-up to 18 people and on track to hit £1million after just 3 years! 🤯
That’s the incredible story of julie Wilkinson of Wilkinson Accounting Solutions.
In this episode i’ll be speaking to Julie on:
how she...
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#108 PAC Members LIVE Event - Debrief
Welcome to my debrief of the PAC members LIVE event! During the event, we discussed various topics related to user research and how to effectively evaluate user feedback. We also compiled a document containing...
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#107 Timesheets Are Not Giving You The Information You Think
In this episode, I discuss why time sheets aren't giving you the information you think they are. I share my journey of using time sheets and how I eventually got rid of them. I explain the three reasons why people use...
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#106 Productise Your Solutions And Lead With The Problem
In this podcast episode, you will learn about the importance of leading with the problem and productizing your solutions. The speaker discusses real-life scenarios and demonstrates how to identify and address the pain...
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