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Accounting Talent Podcast

Accounting Talent Podcast

121 episodes — Page 1 of 3

S2 Ep 78Burnout-Proofing Your Firm: Lessons from Lynnette Oss

Burnout is not just exhaustion—it’s a breakdown of how we cope, perform, and lead. In this episode of the Accounting Talent Podcast, we sit down with Lynnette Oss of ReInspired, a former firm owner turned burnout strategist. After spending years pushing through work and family demands—only to crash hard when personal emergencies hit—Lynnette realized the problem wasn’t her grit. It was the system she had built around her.   She shares her raw story of rebuilding her firm multiple times, what finally broke her, and why she walked away from the numbers to help others prevent the same path.   We explore: 1️⃣ How burnout silently grows in even the “high performers” 2️⃣ The 3-part framework for managing stress before it’s too late 3️⃣ What firm owners can do to lead teams through busy seasons without sacrificing well-being How to spot the signs of burnout—in yourself and your team—and intervene early Whether you're feeling stretched or leading a team that is, this episode is a wake-up call—and a practical guide—to creating a healthier, more resilient firm.   🎧 Listen now to learn how to recognize the signs, start real conversations, and lead with intention. 

May 8, 202543 min

S2 Ep 77$50K Sign-On Bonus? Why This CPA Firm is Doing It Differently

Talent acquisition is a draining endeavor for many accounting firm owners.  Chris Johnson of CJ CPAs knows the pain of trying to hire the right people. The time wasted, the money lost, the endless cycle of hiring and rehiring.  After coming up short again and again, he knew something had to change.   So, he did something bold: he offered a $50,000 sign-on bonus to attract top-tier talent to his firm, CJ CPAs.   No tricks. No clawbacks. Just a clear, upfront investment in the right person.   But this strategy wasn’t about throwing money at a problem — it was about rethinking how firms approach talent altogether. Chris turned recruiting into a marketing funnel, refined his messaging, and doubled down on culture. And while the bonus got attention, it’s what happened next that really matters.   If you’ve ever struggled to find the right people — people who align with your values and want to grow with your firm — this episode of the Accounting Talent podcast is for you. 

Apr 9, 202543 min

S2 Ep 76Welcome to the Accounting Talent Podcast

Accounting firms succeed when their people thrive. Join us each month as we uncover the best strategies, tools, and insights for attracting, managing, and leading high-performing accounting teams. Subscribe now to build a stronger, more successful firm!

Apr 7, 20250 min

S2 Ep 7510 Lessons Learned from the Accounting Talent Podcast

In this final episode of the Accounting Talent podcast, Rob Brown reflects on the journey of the show, discussing the challenges and opportunities in recruitment, retention, and talent development within the accounting profession. He shares ten powerful takeaways that firms can implement to remain competitive and attract talent, emphasizing the importance of hybrid work, employer branding, onboarding, wellbeing, leadership development, upskilling, inclusion, succession planning, agile recruitment, and creating a talent stack. As the podcast concludes, Rob looks ahead to the future of talent in accounting and his ongoing mission to help firms differentiate themselves as employers of choice.Key TakeawaysMaster hybrid work to thrive in the new era.Build a strong employer brand to attract talent.Onboarding with excellence is crucial for retention.Prioritize wellbeing for a productive workforce.Develop leadership at all levels for better retention.Upskill your people to stay competitive.Inclusion is essential for a diverse workplace.Plan for succession to ensure continuity.Stay agile in recruitment to meet demands.Create a talent stack for holistic growth.You can watch this specific episode on our YouTube Channel here: https://youtu.be/Bb5Y9sgYxd4This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:https://www.linkedin.com/company/talent-in-accountingThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com

Dec 30, 202419 min

S2 Ep 74Top Predictions for Accounting Firms & Talent in 2025

In this episode of the Accounting Talent podcast, Rob Brown and Jeff Phillips discuss the contrasting views on the accounting profession's performance in 2024 and make predictions for 2025. They explore the challenges of attracting talent, the impact of private equity, the return to office trends, and the role of AI in the industry. The conversation emphasizes the need for a stronger value proposition in accounting and the potential for entrepreneurial opportunities as younger generations enter the field.Takeaways2024 was a challenging year for the accounting profession, with mixed opinions on its impact.Predictions for 2025 include a focus on enhancing the value proposition for accounting careers.Private equity is becoming increasingly influential in the accounting sector, especially for small firms.The return to office trend may drive talent away from firms that enforce it too strictly.There is a continuing decline in the number of new professionals entering the accounting field.AI is expected to play a significant role in automating accounting tasks in the near future.Younger generations are likely to start their own accounting firms, creating new opportunities.Compensation and work-life balance are critical factors in attracting and retaining talent.The accounting profession must adapt to the changing expectations of the workforce.Collaboration among stakeholders is essential to strengthen the accounting brand and attract new talent.You can watch this specific episode on our YouTube Channel here: https://youtu.be/fS_VWemRmDUSHOW DETAILS HERE________You can watch this specific episode on our YouTube Channel here: [LINK]This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:https://www.linkedin.com/company/talent-in-accountingThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a...

Dec 25, 202422 min

S2 Ep 73Return to Office - Are Accounting Firms Joining In?

Rob Brown is joined by Jeff Phillips to discuss the return-to-office mandates sweeping across the industry and how small firms can turn this moment into an opportunity. We explore hybrid working models, the talent stack, and the increasing demand for remote roles. They ask and answer the question: "can firms thrive with a fresh hiring strategy, or are they falling behind?"Highlights and questions:Why mandate a return to the office?How can small firms win with remote work?Are hybrid models reshaping accounting?What’s behind the return-to-office push?How can small firms attract remote talent?Why is hybrid staffing the future?Are remote jobs solving the talent gap?Is returning to the office a bad idea?How do hybrid models give firms an edge?What makes a winning hybrid workforce?_______You can watch this specific episode on our YouTube Channel here: https://youtu.be/ztUL-apcBrgThis is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:https://www.linkedin.com/company/talent-in-accountingThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com

Dec 18, 202422 min

S2 Ep 72PE's Talent Revolution: Why Your Best People Might Leave

What’s really causing top talent to leave traditional accounting firms? It’s not what you might think. In this episode, Rob Brown explores why 70% of top performers are ready to jump ship to private equity-backed firms. It’s not just about the money. It’s about opportunities and reimagined career paths. Rob also breaks down the strategies private equity firms use to attract and retain talent that traditional firms often overlook. From accelerated career growth to performance-based equity, you’ll discover why private equity is shaking up the profession.Key TakeawaysPE-backed firms have 40% lower turnover rates than traditional firmsThe traditional partnership model is no longer attractive to top talentPE firms are creating new roles and faster advancement opportunitiesCompensation isn't just about money - it's about impact and opportunityCareer ecosystems are replacing traditional career laddersPE firms invest 3-4 times more in talent developmentFlexibility and equity participation are critical for retentionKiller Quotes:"70% of top performers would jump to PE-backed competitors right now""The old model of recruiting is dead""PE firms understand what traditional firms have missed for decades""Young talent wants to be builders, not just maintainers""In six months, I've done more than in my previous six years""People aren't just quitting jobs - they're leaving career models""The talent war isn't about hiring - it's about reimagining careers"You can watch this specific episode on our YouTube Channel here: https://youtu.be/4CYlP1bmPCkThis is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:https://www.linkedin.com/company/talent-in-accountingThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with...

Dec 11, 202423 min

S2 Ep 71How Great Onboarding Retains Top Accounting Talent Pt 2

In this episode of the Accounting Talent Podcast, Rob Brown and Jeff Phillips continue their deep dive into onboarding, focusing on the practical steps accounting firms can take to retain top talent. Building on Part 1, they address how to provide new hires with the resources they need, foster team engagement, and avoid the common pitfalls of onboarding. The discussion includes actionable strategies for creating a seamless onboarding process that increases job satisfaction and reduces turnover. With insights tailored for the modern hybrid workforce, this is essential listening for firm leaders, HR professionals, and anyone passionate about improving employee experience in accounting.Key TakeawaysGreat onboarding reduces turnover and boosts productivity.Lack of clarity, insufficient resources, and loneliness drive new hires away.Structured check-ins ensure alignment and support for new hires.A buddy system helps new hires acclimate and feel supported.Proactive communication before day one builds emotional connections.Streamlined tech training prevents frustration with new tools or platforms.Creating a welcoming culture is a strategic investment in retention.Onboarding processes must adapt to workforce and tech trends.Killer Quotes"Retention starts with clarity, tools, and connection.""The war for talent is over—and the talent won.""Treat onboarding like signing a new client.""Loneliness is a job killer—build engagement early.""Momentum starts before their first day.""Don’t make them regret choosing you over the competition.""A Tiffany pen and a note from the CEO sealed my loyalty."Accounting Fly Onboarding Checklist:https://docs.google.com/document/d/1ryANrDaLPUAXyv5mChhsoLNCx0fVXEPATiTkDYp3gps/edit?tab=t.0Expand Your Reach with the Accounting Talent PodcastWant to get your brand in front of the right audience? Sponsor the Accounting Talent Podcast and connect with tech-savvy accountants from across the globe. Our listeners tune in for insights and trends, making them the perfect audience for your message. Drop us a line today to find out how you can partner with us!Does Your Website Attract the Talent You Need?When potential hires visit your website, what’s their first impression? If you’re not sure, Rob Brown’s Employer Brand Audit can give you the insights you need. Rob will create a narrated video walkthrough of your site, highlighting what’s effective and what might be holding candidates back. Ready to attract top talent? Reach out to Rob on LinkedIn for a chat about optimizing your website.You can watch this specific episode on our YouTube Channel here: https://youtu.be/kxDzocmX2ucThis is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:https://www.linkedin.com/company/talent-in-accountingThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment,

Dec 4, 202419 min

S2 Ep 70How Great Onboarding Retains Top Accounting Talent Pt 1

In this episode of the Accounting Talent Podcast, Rob Brown and Jeff Phillips tackle one of the biggest challenges for accounting firms: retaining talent. They dive into why onboarding often fails, explore best practices, and discuss actionable steps for creating a smooth and engaging onboarding process. From setting clear job expectations to connecting new hires emotionally with the team, this conversation is packed with insights for reducing turnover and increasing employee engagement.Key TakeawaysProper onboarding reduces turnover and builds engagement.New hires need clear job expectations from day one.Emotional connections foster trust and team cohesion.Structured check-ins improve communication and clarity.Onboarding should include introductions to key team members.A checklist can streamline the onboarding process.Leadership involvement is essential to a successful start.Killer Quotes"The first 90 days decide whether they stay or go.""Losing talent starts with poor onboarding.""Give them a vision they can believe in.""Clarity and connection keep employees engaged.""Day one sets the tone for their entire journey.""Without ownership, onboarding falls apart.""Retention isn’t luck; it’s a process."Accounting Fly Onboarding Checklist:https://docs.google.com/document/d/1ryANrDaLPUAXyv5mChhsoLNCx0fVXEPATiTkDYp3gps/edit?tab=t.0Want to Connect with a Global Accounting Audience?Looking to promote your tech or software solutions to accountants worldwide? By sponsoring the Accounting Talent Podcast, you can reach an engaged, international audience of accounting professionals. With our growing YouTube channel, your sponsorship will live on multiple platforms, maximizing your brand’s exposure. Contact us to learn more about this fantastic opportunity!Is Your Website Attracting Top Talent?When potential talent lands on your website, what’s their first impression? If you’re not confident about your firm’s online presence, Rob Brown’s Employer Brand Audit could help. He’ll provide a narrated video showing what candidates are thinking when they visit your site, what’s engaging them, and what might be turning them off. If you’re serious about attracting the best, connect with Rob on LinkedIn to learn more.You can watch this specific episode on our YouTube Channel here: https://youtu.be/OsmEcHvTNdIThis is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:https://www.linkedin.com/company/talent-in-accountingThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with...

Nov 27, 202418 min

S2 Ep 69Great Accounting Firms to Work For Pt2: Pinion

Christina Ricke discusses the evolving landscape of accounting careers, emphasizing the flexibility and opportunities available in the industry today. She highlights the unique culture at Pinion, where diverse talent is embraced, and the importance of leadership and employee engagement in creating a positive work environment. Christina also addresses the significance of mental wellness and the firm's commitment to supporting its employees. Looking ahead, she expresses excitement about the future of Pinion as it navigates global partnerships and the impact of technology on the accounting profession.Key TakeawaysThe accounting industry offers more flexibility than perceived.Finding the right fit in a firm is crucial for job satisfaction.Diversity in talent is essential for modern accounting firms.The role of Chief People Officer is becoming increasingly important.Employee engagement can be measured by referrals and satisfaction.Retention rates are a key indicator of employee happiness.Leadership development is integral to the firm's culture.Success skills are vital for professional growth in accounting.Mental wellness support is essential in today's workplace.As Pinion’s people strategy leader, Christina Ricke creates a legacy of talent. She champions change in the areas of recruiting, retention, employee relations, talent development, and human resource consulting.In Pinion’s brick and mortar and virtual offices from coast to coast, Christina fosters a firm culture of entrepreneurship, continual improvement, and creative destruction that breeds out-of-the-box ideas, innovation, and forward progress. Originally from an ag community in rural southwestern Kansas, she grew up family farming and custom harvesting. To this day, she lives with farmer’s values and loves her continuing involvement with the food and ag industry. Christina Ricke joined Pinion 20 years ago, and eventually led the firm’s community banking practice. She performed tax work, strategic planning, and business development building the firm’s bank-industry presence in the Kansas, Oklahoma and Colorado markets.But devoted to people issues throughout her career, she became increasingly driven to transition to a role where she now creates career opportunities for the firm’s team members. As a member of the firm’s leadership team, she focuses on understanding the exclusive personality traits that enable each unique team member to flourish. And she continually builds and supports the kind of environment that makes it enjoyable for people to stay and grow as satisfied professionals who continually expand their talents.________You can watch this specific episode on our YouTube Channel here: https://youtu.be/4kOVCXwINfQThis is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:https://www.linkedin.com/company/talent-in-accountingThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right...

Nov 20, 202430 min

S2 Ep 68Best Practices for Emerging Leaders in Accounting Firms

In this episode of the Accounting Talent Podcast, Rob Brown talks to Nick Sinclair of TOA Global about what makes a great leader in accounting firms, focusing specifically on emerging leaders. Gain insights into the unique challenges that accounting firms face, including compliance, talent shortages, and evolving client expectations. Also discover how adaptability and coaching are critical skills for any accounting professional looking to take their leadership to the next level.Key Takeaways:Emerging leaders are future partners and culture drivers in firms.Leadership in accounting isn't about titles—it’s about influence and vision.Adaptability is a must for leaders dealing with onshore and offshore teams.Coaching isn’t optional—it’s essential for developing team skills and confidence.Effective leadership directly impacts productivity and team engagement.Empowered leaders drive sustainable success and firm transformation.Long-term leadership investments lead to higher engagement and better firm culture.Killer Quotes:"Leadership isn’t about being the most technically capable—it’s about influence and vision.""Adaptability in leadership is non-negotiable in the accounting industry.""Coaching isn’t just a buzzword—it’s a game changer for accounting leaders.""When your team feels supported, productivity doesn’t just happen—it soars.""Empowering emerging leaders is what drives firms from profit to sustainable success.""A pipeline of effective leaders is a long-term strategic advantage for any firm.""Leadership growth isn’t about moving up alone—it’s about bringing others with you."________You can watch this specific episode on our YouTube Channel here: https://youtu.be/eXnUQMgMJzcThis is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:https://www.linkedin.com/company/talent-in-accountingThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced...

Nov 13, 202427 min

S2 Ep 67Practical Ways Your Firm Can Stand Out to Attract Talent

In this episode of the Accounting Talent podcast, Rob Brown discusses the critical importance of value creation in accounting firms, emphasizing that true value comes from people rather than just appearances. He highlights the need for firms to differentiate themselves by focusing on genuine narratives, individualized career paths, work-life balance, mental health support, community involvement, and a commitment to diversity, equity, and inclusion. By showcasing real, tangible actions and evidence of their values, firms can attract and retain top talent in a competitive market.Key TakeawaysLeaders in accounting firms prioritize value creation.Many firms mistakenly focus on appearances rather than substance.Today's talent seeks authenticity and a compelling narrative.Individualized career paths can set firms apart.Work-life balance is crucial for attracting top talent.Mental health support is a key differentiator for firms.Community involvement resonates with younger generations.Diversity, equity, and inclusion must be actively demonstrated.Continuous learning enhances the employee experience.Differentiated value creates a competitive advantage in talent retention.Soundbites"It's about the people, isn't it?""Top talent wants to know they've got a future.""Do you have mental health first aiders?"________You can watch this specific episode on our YouTube Channel here: https://youtu.be/0boUWZ0iwd4This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:https://www.linkedin.com/company/talent-in-accountingThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your

Nov 6, 202416 min

S2 Ep 66How Leadership Development Boosts Talent Retention

Think talent management is just another HR buzzword? Think again! In this new podcast episode, I’m joined by Ginger Craig—an executive coach with over 20 years in the field—who recently led a transformative leadership program for BRC, a North Carolina-based firm known for putting people first.Together, we explore why a true investment in talent is key to retention, productivity, and making your firm a place where people want to stay.  Ready for real-world strategies to develop your team?In this episode of the Accounting Talent Podcast, Rob Brown talks with executive coach Ginger Craig about why leadership development is the cornerstone of employee retention in accounting firms. Using the successful case of BRC, they explore how leadership investment can transform firm culture and engagement.Key Takeaways:Leadership is more than technical skills; it requires fostering trust and clarity.Firms that don’t invest in leadership face higher turnover and hidden costs.BRC’s commitment to developing leaders resulted in actionable, specific feedback.Sustainable learning requires practical, real-world practice and peer accountability.Strong leadership fosters a feedback-rich culture that retains top talent.Starting small and staying consistent makes leadership changes stick.Firms need senior leadership buy-in for development programs to succeed.Killer Quotes:"Firms that ignore leadership training are losing talent.""Technical expertise alone won't keep your best people.""Strong leadership isn't optional; it’s survival.""Leadership training must go beyond theory.""Feedback culture is key to retention.""Small, consistent learning builds sustainable leadership.""Effective leaders inspire and retain talent."You can watch this specific episode on our YouTube Channel here: [LINK]This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:https://www.linkedin.com/company/talent-in-accountingThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently...

Oct 30, 202430 min

S2 Ep 65The Evolution of Modern Accountants Roles & Their Firms

AI: biggest threat or greatest opportunity for accountants? In this podcast episode, Rob Brown chats with Nick Sinclair to explore how emerging tech, like AI, is reshaping the accounting world. We dive into what’s happening with the evolving roles of accountants, the end of Excel (maybe!) and how firms that embrace AI and automation are setting themselves up for success. Takeaways:Firms today face significant challenges that require adaptability.Service models are evolving, with an emphasis on flexibility.Client expectations are changing, pushing firms to innovate.Firms must adapt to increased competition by differentiating their offerings.Strong leadership is crucial for driving meaningful change within firms.Technology plays a key role in the evolution of accounting firms.Balancing traditional practices with innovative approaches is essential for growth.Remote work culture has had major impacts on how firms operate.Talent acquisition needs a strategic approach to find the right fit.Investing in employee development is key to long-term success.Maintaining a competitive edge requires constant adaptation and foresight.Trends shaping the future of accounting include increased automation and client-focused services.Success in a changing landscape requires new metrics and continuous improvement.Innovative setups are proving effective for managing remote talent.Balancing employee needs with client service is critical for sustained success.Firms that remain complacent risk becoming irrelevant in a fast-changing market.Are you ready to adapt or risk falling behind?________You can watch this specific episode on our YouTube Channel here: https://youtu.be/zOD9VJyHhUcThis is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:https://www.linkedin.com/company/talent-in-accountingThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting

Oct 23, 202423 min

S2 Ep 64Mastering the HOW of Hiring - What Top Leaders Do

🎯 How to Hire: Attracting Top Talent 🎯Knowing when to hire and who to hire is critical, but the real challenge often lies in the how. How do you actually attract top talent to your accounting firm? In an increasingly competitive market, it’s not enough to post a job ad and hope for the best. You need a strategic approach to stand out and bring in the best candidates.🎙 In the final episode of our Accounting Talent Podcast mini-series, we focus on how to hire. We cover practical, actionable steps to craft a recruitment process that gets the attention of top-tier candidates and ensures you hire people who will contribute to your firm’s success.Here’s what you’ll learn:📝 Crafting Job Descriptions: Your job description is often the first impression a candidate will have of your firm. We talk about how to make these descriptions compelling, focusing on outcomes, growth opportunities, and the impact candidates will have on your firm. These aren’t just listings—they’re your chance to inspire talent.🤝 Leveraging Your Network: Did you know that most hires come through personal referrals and networking, not job boards? We explore how to leverage your existing professional network to find high-caliber talent that may not be actively looking for a new role.💬 Optimizing Interviews: A great candidate can be lost during the interview process if it’s not done right. We discuss how to create an interview process that doesn’t just evaluate technical skills, but also assesses cultural fit and long-term potential. 🚀 Onboarding and Development: Attracting talent is only half the battle. We cover the importance of strong onboarding programs and continuous development opportunities, ensuring your new hires stay engaged and committed for the long haul.Hiring is more than just filling roles. It’s about building a team that will shape the future of your firm. 🎧 Listen to this episode and learn how to take your hiring process to the next level.You can watch this specific episode on our YouTube Channel here: https://youtu.be/iAjVQ7pT01M___________This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:https://www.linkedin.com/company/talent-in-accountingThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible,...

Oct 16, 202417 min

S2 Ep 63Mastering the WHO of Hiring - What Top Leaders Do

Are you strategically hiring for your accounting firm's future? Or are you just filling gaps?Discover how to transform your hiring process from reactive to proactive as Rob Brown talks more about the critical question of "who to hire" for accounting firms. He emphasizes that hiring isn't just about filling vacancies, but about strategically building teams for future growth and success. Brown challenges the common practice of replacing departing employees with carbon copies, instead advocating for a more thoughtful approach that considers the evolving needs of the firm.The episode explores four key areas: rethinking roles after a vacancy, building teams for expansion, acquiring specialized talent, and balancing technical skills with cultural fit. Rob Brown also provides actionable insights and real-world examples to help accounting firms make more strategic hiring decisions that can lead to improved efficiency, competitive advantage, and long-term success.Key Takeaways:✓ Don't just replace, reimagine roles when vacancies occur ✓ Build teams strategically for expansion, considering unique expertise ✓ Acquire specialized talent to meet niche market demands ✓ Balance technical skills with cultural fit for long-term success ✓ Involve the whole team in identifying and assessing potential candidates Quotes:"Hiring isn't a checkbox task. It's a strategic move that shapes the future of your firm.""Don't wait for your competitors to bag this specialized talent before you do. Seize the day."You can watch this specific episode on our YouTube Channel here: https://youtu.be/drqJGwGypxU___________This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events More Accounting Influencers content here:https://www.youtube.com/@accountinginfluencers for all of our podcast episodeshttps://www.linkedin.com/company/accountinginfluencers for our events and postsThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants &...

Oct 9, 202416 min

S2 Ep 62Mastering the WHERE of Hiring - What Top Leaders Do

Are you overlooking a critical aspect of leadership in accounting? Could your involvement in hiring be the key to elevating your influence and driving your firm's success?Rob Brown challenges the common misconception that hiring is solely HR's responsibility. He argues that regardless of your position in an accounting firm, if you aspire to leadership, you should be actively involved in the hiring process. Brown emphasizes that bringing in new talent is as crucial as acquiring new clients, if not more so.The episode is part of a three-part mini-series focusing on strategic hiring decisions. Brown explores the critical moments when hiring becomes necessary, such as filling sudden vacancies, addressing team overload, expanding services, or acquiring specialized expertise. He provides actionable insights on how to approach these situations strategically, turning challenges into opportunities for growth and improvement.Key Takeaways:✓   Hiring should be everyone's responsibility, not just HR's ✓   Strategic hiring can set you apart as a leader in your firm ✓   When filling a vacancy, take the opportunity to reevaluate staffing needs✓   Overworked teams are less productive; recognize signs of overload ✓   Specialized expertise hiring is crucial for meeting evolving client demandsQuotes:"The talent you bring in today will shape the success you'll see tomorrow.""Firms offering advisory services see a 15 percent higher growth than those that don't."You can watch this specific episode on our YouTube Channel here: https://youtu.be/LmU2RgHnBgw___________This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events More Accounting Influencers content here:https://www.youtube.com/@accountinginfluencers for all of our podcast episodeshttps://www.linkedin.com/company/accountinginfluencers for our events and postsThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to...

Oct 2, 202415 min

S2 Ep 61Great Accounting Firms to Work For Pt1: What's Working

Are you struggling to attract and retain top talent in your accounting firm? What if there was a way to create a workplace culture that people actually want to be part of?Rob Brown interviews Sarah Hauge and Deepa Bhat from ASL, an accounting firm that's revolutionizing workplace culture in the industry. They discuss how ASL has become a great place to work, attracting and retaining top talent in a competitive market.Deepa and Sarah share insights into ASL's innovative approaches, including their flexible work arrangements, comprehensive employee engagement strategies, and commitment to work-life balance. They delve into the firm's unique initiatives such as the ASL University, their mascot "Bumble," and their focus on mental health and wellness. The conversation also touches on the importance of diversity and inclusion, with ASL boasting impressive statistics on female leadership.Key Takeaways:✓ ASL offers flexible work arrangements, with 25% of their team fully remote and 24% remote in California. ✓ The firm implemented a "B team" (Building Employee Engagement team) and introduced a mascot named Bumble to boost employee morale. ✓ ASL provides extensive mental health support, including 100% employer-paid medical and dental insurance. ✓ The firm focuses on competence rather than diversity quotas when hiring, resulting in naturally diverse leadership. ✓ ASL emphasizes accountability at all levels, including partners, fostering a culture of responsibility. Quotes:"We have evolved with the times and we have adapted to what our employees want." - Deepa Bhat"We hire for competence. We don't hire based on what boxes someone checks." - Deepa BhatSHOW DETAILS HEREYou can watch this specific episode on our YouTube Channel here: https://youtu.be/S2kIulhxbNw___________This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events More Accounting Influencers content here:https://www.youtube.com/@accountinginfluencers for all of our podcast episodeshttps://www.linkedin.com/company/accountinginfluencers for our events and postsThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their...

Sep 25, 202436 min

S2 Ep 60What Makes Accounting Firms a Great Place to Work?

Are you struggling to attract and retain top accounting talent? Could your firm's inability to find and keep the right people be its biggest threat?Rob Brown uncovers what makes certain accounting firms truly great places to work. With the accounting profession facing unprecedented challenges in talent acquisition and retention, Brown emphasizes the critical importance of standing out as an employer of choice in today's competitive market.Brown outlines the key areas he'll be exploring with senior leaders from successful accounting firms across North America and the UK. These include company culture, employer branding, talent attraction strategies, employee engagement, retention success stories, mental health support, career development opportunities, and diversity and inclusion efforts. He invites firms with exceptional employer brands and talent strategies to participate in the series, offering a platform to share their success stories and best practices.Key Takeaways:✓ Talent shortage in accounting is unlike anything seen before, posing a significant threat to firms' survival and growth.✓ Standard recruitment approaches are no longer sufficient; firms need innovative strategies to attract and retain top talent.✓ Culture is crucial but challenging to get right, especially with remote and hybrid work models.✓ Employee engagement and mental health support are essential for long-term retention ✓ Diversity and inclusion efforts are non-negotiable for attracting a wide range of talent Quotes:"Top performers at all levels of the career ladder, they have multiple options. And they won't hesitate to go elsewhere if your firm does not stand out.""Culture is so tricky, isn't it? It's easy to talk about it, but it gets much harder to get it right."SHOW DETAILS HEREYou can watch this specific episode on our YouTube Channel here: https://youtu.be/wjIBowQnIRU___________This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events More Accounting Influencers content here:https://www.youtube.com/@accountinginfluencers for all of our podcast episodeshttps://www.linkedin.com/company/accountinginfluencers for our events and postsThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed...

Sep 18, 202414 min

S2 Ep 59Succession Planning in Accounting Pt2: External Talent

Are you prepared for the leadership void in your accounting firm? What if your firm's next leader isn't even on your radar?In this eye-opening episode of the Accounting Talent Podcast, Rob Brown dives into the critical topic of external succession planning for accounting firms. Building on his previous episode about internal succession, Rob explores why looking outside your firm for future leaders isn't just an option—it's a necessity for staying relevant and competitive in today's rapidly changing business landscape.Rob highlights the alarming statistics that less than 50% of accounting firms have a formal succession plan, yet 80% expect to face succession challenges in the next five years. He emphasizes the importance of starting early, thinking strategically, and considering both internal and external candidates for leadership roles. The episode provides valuable insights into best practices for external succession planning, including defining clear roles and expectations, ensuring cultural fit, and adopting a hybrid approach that combines fresh perspectives with institutional knowledge.Key Takeaways:✓ Start succession planning early, thinking 2-5 years ahead✓ Define clear roles and expectations for external hires ✓ Ensure cultural fit is prioritized alongside technical competence✓ Consider a hybrid approach, blending external and internal talent ✓ Ignoring external succession planning can lead to significant risks and lost opportunitiesQuotes:"What got you here won't get you there.""Succession planning is not just keeping the lights on when someone leaves. It's about setting your firm up for long-term success."You can watch this specific episode on our YouTube Channel here: https://youtu.be/7DsrcGyb7RY___________This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events More Accounting Influencers content here:https://www.youtube.com/@accountinginfluencers for all of our podcast episodeshttps://www.linkedin.com/company/accountinginfluencers for our events and postsThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.TOA GLOBAL. TOA helps you hire elite talent...

Sep 11, 202418 min

S2 Ep 58Succession Planning in Accounting Pt1: Internal Talent

Is your accounting firm gambling with its future? Are you one retirement away from a complete meltdown?Rob Brown tackles the critical but often overlooked topic of succession planning in accounting firms. With 75% of accountants in the UK and US at or near retirement age, Brown warns that many firms are sleepwalking into a succession crisis. He emphasizes the urgency of having a solid plan in place, not just for senior partners looking to retire, but for all levels of the firm.Brown delves into the importance of internal succession planning, highlighting it as the most sustainable way to secure a firm's future. He discusses the value of nurturing existing talent, creating a culture of continuous development, and the role of mentorship in grooming future leaders. The episode also touches on the challenges firms face in implementing succession plans, including overcoming biases and avoiding complacency. Brown shares insights from successful firms that have implemented innovative approaches to succession planning, from rotational programs to dedicated succession planning committees.Key Takeaways:✓ Less than 50% of accounting firms have a formal succession plan in place ✓ Internal succession planning preserves firm culture and values ✓ Mentorship and professional development are crucial for grooming future leaders✓ Succession planning should be integrated into overall strategic planning✓ Firms need to maintain a rigorous, merit-based approach to promotions Quotes: "The best firms out there are deliberately shaping their future leaders long before they step into these roles." "Succession planning is not just about ensuring continuity, it's about setting your firm up for continued success.You can watch this specific episode on our YouTube Channel here: https://youtu.be/y4GLAgGsiTM___________This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events More Accounting Influencers content here:https://www.youtube.com/@accountinginfluencers for all of our podcast episodeshttps://www.linkedin.com/company/accountinginfluencers for our events and postsThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping...

Sep 4, 202420 min

S2 Ep 57Stop Crisis Hiring: Long-Term Accounting Staffing Tips

Have you ever lost a key team member and felt unprepared? What if you could turn hiring crises into manageable puzzles?Rob Brown and Jeff Phillips share the strategic hiring practices for accounting firms. They discuss how to move beyond reactive hiring and develop a proactive, long-term approach to talent acquisition and retention.Jeff emphasizes the importance of learning from past hiring experiences and creating systems to make future hiring easier. He outlines steps to develop a strategic hiring plan, including analyzing organizational needs, embracing remote work options, and building a pipeline of potential candidates. The conversation also touches on the value of investing in administrative support and technology to free up time for strategic work.Key Takeaways:✓ Conduct exit interviews to learn from departing employees ✓ Create a three-year staffing plan based on growth projections ✓ Invest in an executive assistant to free up time for strategic work ✓ Embrace remote hiring options and set up necessary technology ✓ Develop inbound candidate flow through various sources Quotes:"Every organizational chart is divided into three lanes: goes and gets work, completes work, gets paid to do the work."You can watch this specific episode on our YouTube Channel here: https://youtu.be/U8oyDfj3MKk___________This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events More Accounting Influencers content here:https://www.youtube.com/@accountinginfluencers for all of our podcast episodeshttps://www.linkedin.com/company/accountinginfluencers for our events and postsThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your

Aug 28, 202424 min

S2 Ep 56Urgent Staffing Solutions: Filling Vacancies in 30 Days

Did you just lose a key staff member during busy season? What should you do in the next 30 days to fill that critical position?Rob Brown and Jeff Phillips tackle the pressing issue of sudden staff departures in accounting firms. They provide a step-by-step guide on how to handle this crisis situation, from the immediate aftermath to finding a suitable replacement quickly.Jeff Phillips, drawing from his extensive experience in the job board and staffing industry, offers invaluable insights on turning this setback into an opportunity. The discussion covers everything from conducting exit interviews and reassessing organizational structures to crafting compelling job postings and leveraging various channels to attract top talent. Rob and Jeff emphasize the importance of acting fast while still thinking strategically, providing listeners with a comprehensive action plan to navigate this challenging situation.Key Takeaways:✓ Conduct an exit interview to gain valuable insights ✓ Reassess your organizational chart and consider "top grading" the position ✓ Craft a compelling job description that sells your firm and outlines clear expectations ✓ Leverage multiple channels to promote the job opening, including employee referrals✓ Consider remote work options to expand your talent pool Quotes:"Speed is essential." - Jeff Phillips"If you're set up for remote today, filling this job will be easier." - Jeff PhillipsYou can watch this specific episode on our YouTube Channel here: https://youtu.be/Qqhz-PvH9zU___________This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events More Accounting Influencers content here:https://www.youtube.com/@accountinginfluencers for all of our podcast episodeshttps://www.linkedin.com/company/accountinginfluencers for our events and postsThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants &...

Aug 21, 202426 min

S2 Ep 55AI's Critical Role in Winning the Accounting Talent War

Is money the solution to the accounting profession's talent crisis? How are major firms investing billions to attract the next generation of CPAs?Rob Brown shares the transformative trends reshaping the accounting industry. He explores how leading firms like Ernst & Young, PwC, and KPMG are making massive investments in technology, particularly artificial intelligence, to attract top talent and revolutionize their services.Rob Brown discusses the billion-dollar commitments made by these firms to integrate AI, increase starting salaries, and create dynamic work environments that appeal to tech-savvy younger generations. He emphasizes that this shift isn't just about staying current - it's about leading the way in client service and empowering teams with cutting-edge tools. The episode also touches on the broader implications for the accounting profession, including the need for upskilling, the evolution of accountants' roles, and the importance of work-life balance in attracting new talent.Key Takeaways:✓ Ernst & Young is investing $1 billion over three years to attract the next generation of accountants✓ PwC has committed $1 billion to generative AI and became the largest customer of OpenAI's ChatGPT Enterprise✓ AI integration is seen as a solution to automate routine tasks, improve audit accuracy, and provide deeper data insights ✓ The accounting profession faces declining numbers of graduates and high turnover, making AI adoption crucial for talent attraction ✓ As AI takes over routine tasks, accountants are pivoting towards roles requiring more analytical thinking and advisory skillsQuotes:"Our investment in AI is not just about staying current. It's about leading the way in how we serve our clients and empower our teams.""This is not a static profession. This is not an old fuddy duddy profession. This is alive. This is fluid. This is rapidly changing. This is engaging. This is exciting."SHOW DETAILS HEREYou can watch this specific episode on our YouTube Channel here: https://youtu.be/pyWB7GCELrI___________This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events More Accounting Influencers content here:https://www.youtube.com/@accountinginfluencers for all of our podcast episodeshttps://www.linkedin.com/company/accountinginfluencers for our events and postsThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of...

Aug 14, 202417 min

S2 Ep 54Hybrid Work Success: Talent Tips for Accounting Leaders

Rob Brown sits down with Jeff Phillips to discuss the challenges and opportunities of remote and hybrid work environments in the accounting industry. Jeff, drawing from his experience as a CEO managing remote teams, shares valuable insights on how firms can not only maintain but increase productivity with remote staff.The discussion explores into the shift from traditional office-based work to hybrid and remote models, addressing common concerns about productivity, trust, and company culture. Jeff emphasizes the importance of adopting the right mindset and implementing effective systems to ensure work gets accomplished, regardless of physical location. He introduces concepts like asynchronous communication and project management tools that can revolutionize how accounting firms operate in a digital age.Key Takeaways:✓ Remote work can lead to increased productivity when structured correctly ✓ Shifting from a "see you to trust you" mentality to a results-oriented approach is crucial✓ Asynchronous communication can enhance efficiency in accounting tasks ✓ Project management tools are essential for tracking productivity in remote teams ✓ Regular "office hours" and personal check-ins can maintain company culture in remote settingsQuotes:"Don't even look at the technology until you've defined your philosophy about how we're going to communicate.""Running a hybrid team is challenging. Yet, if work is structured correctly, it frees your team to be more productive than they are today."You can watch this specific episode on our YouTube Channel here: https://youtu.be/-HWA_QBJP5Y___________This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events More Accounting Influencers content here:https://www.youtube.com/@accountinginfluencers for all of our podcast episodeshttps://www.linkedin.com/company/accountinginfluencers for our events and postsThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work...

Aug 7, 202425 min

S2 Ep 53Why Accountants Are Leaving: Unpacking the Talent Crisis

Rob Brown talks about the challenges facing the accounting profession in attracting and retaining new talent. He explores the declining interest in accounting as a career choice, the perception problems plaguing the industry, and the barriers to entry that discourage potential candidates.Rob Brown also discusses how the outdated image of accountants as boring number-crunchers persists, despite the evolving nature of the profession. He highlights the need for a more realistic portrayal of modern accountants as strategic decision-makers and leaders in finance. The episode also touches on the financial burdens, work-life balance issues, and job satisfaction concerns that make accounting less attractive compared to other fields like finance and technology.Key Takeaways:✓ The number of students graduating with accounting degrees is declining globally ✓ There's a debate about the relevance of traditional degrees in today's rapidly changing job market✓ The accounting profession suffers from an image problem, often portrayed as boring and unexciting ✓ Modern accountants play vital roles in strategic decision-making and leveraging new technologies✓ Work-life balance and job satisfaction are major concerns for potential accounting candidatesQuotes:"We must do a better job of marketing ourselves. We need to showcase the value that accountants bring to businesses and society at large."You can watch this specific episode on our YouTube Channel here: https://youtu.be/404LmV-ZL68___________This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events More Accounting Influencers content here:https://www.youtube.com/@accountinginfluencers for all of our podcast episodeshttps://www.linkedin.com/company/accountinginfluencers for our events and postsThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global...

Jul 31, 202416 min

S2 Ep 52Is Your Firms’ Technology Driving Away Candidates?

Is your firm's technology driving away top talent? Are you leveraging modern tech to attract the best accountants?Rob Brown sits down with Jeff Phillips to discuss the crucial role technology plays in recruiting and retaining accounting talent. They explore how a firm's tech stack can be a major factor in attracting or repelling potential hires, especially among younger generations who have grown up with advanced technology.Jeff emphasizes that modern firms using up-to-date technology are more likely to attract the best talent. They discuss the importance of cloud-based solutions, remote work capabilities, and the integration of AI in accounting practices. The conversation also touches on the need for firms to embrace change and stay current with technological advancements to remain competitive in the talent market.Key Takeaways:✓ Technology is a major factor in attracting accounting talent ✓ Remote work capabilities are crucial for accessing a wider talent pool ✓ A firm's technology stack includes both accounting-specific and work-specific tools✓ Cloud-based solutions are essential for modern accounting practices✓ Embracing AI and new technologies signals a forward-thinking firm cultureQuotes:"Modern firms attract talent, and to be a modern firm, you've got to embrace modern technology." - Jeff PhillipsYou can watch this specific episode on our YouTube Channel here: https://youtu.be/RPGR_LBKDgA___________This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events More Accounting Influencers content here:https://www.youtube.com/@accountinginfluencers for all of our podcast episodeshttps://www.linkedin.com/company/accountinginfluencers for our events and postsThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable...

Jul 24, 202426 min

S2 Ep 51Freelance Staffing: Recruitment 2.0 for Accounting Firms

Is your accounting firm struggling to find talent? Could freelancers be the solution you've been overlooking?Rob Brown interviews Jeff Phillips, CEO of AccountingFly, about the critical role freelancers play in winning the war for talent in the accounting world. Jeff reveals that a staggering 30% of the labor force now identifies as freelance, and this trend is rapidly reshaping the landscape of knowledge work, including accounting.Jeff introduces the concept of the "talent stack," a new approach to building modern accounting firms. This strategy involves compressing the traditional organizational pyramid and supplementing core full-time staff with offshore talent and freelancers. Jeff also discusses three types of freelance arrangements: interim, fractional, and project-based, each serving different needs within accounting firms. Throughout the conversation, Jeff addresses common concerns about hiring freelancers, such as maintaining brand consistency and data security, while offering practical solutions to mitigate these risks.Key Takeaways:✓ 30% of the labor force identifies as freelance ✓ The "talent stack" concept for modern accounting firms ✓ Three types of freelance arrangements: interim, fractional, and project-based ✓ Mitigating risks when hiring freelancers through clear expectations and SOPs ✓ Freelancers as business owners seeking to build their brand and deliver excellent work Quotes:"You can't win the race for talent without hiring freelancers." - Jeff Phillips"Your new talent stack is a combination of central full-time people who might be in the office or might be remote, supported by project-based freelance interim staff." - Jeff PhillipsSHOW DETAILS HEREYou can watch this specific episode on our YouTube Channel here: https://youtu.be/8q_TRj7-k6Q___________This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events More Accounting Influencers content here:https://www.youtube.com/@accountinginfluencers for all of our podcast episodeshttps://www.linkedin.com/company/accountinginfluencers for our events and postsThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of...

Jul 17, 202424 min

S2 Ep 50Office Mandates vs. Remote Work: What's Next in Accounting?

Is the traditional office becoming obsolete for accounting firms? Are we witnessing the death of remote work, or is the push to return to the office shortsighted?Rob Brown digs deep into the contentious issue of returning to the office in the accounting industry. He explores the rationale behind companies pushing for a return to in-person work, examining the belief that physical presence enhances collaboration, creativity, and company culture. Rob challenges these notions, highlighting the importance of flexibility and employee preferences in today's evolving workplace.This episode offers valuable insights for both accounting firm leaders and professionals facing pressure to return to the office. Rob provides practical advice on how to navigate this transition, emphasizing the need for open dialogue, compromise, and a focus on outcomes rather than physical presence. He also discusses the importance of investing in remote work technology and support, as well as the need for accounting professionals to communicate their value and propose solutions that benefit both themselves and their firms.Key Takeaways:Companies are pushing for a return to the office, citing benefits like improved collaboration and cultureOpen dialogue with employees is crucial before implementing return-to-office mandates Flexibility is key - consider hybrid models and staggered schedules Focus on outcomes and results rather than physical presence Accounting professionals should communicate their value and propose solutions when facing pressure to return Quotes:"Without your physical or mental health, nothing else in life has much flavor.""Invest in your skills, keep them updated... regardless of where you work, your skills keep you relevant."You can watch this specific episode on our YouTube Channel here: https://youtu.be/RJ1hWo3lKJ4___________This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/eventsMore Accounting Influencers content here:https://www.youtube.com/@accountinginfluencers for all of our podcast episodeshttps://www.linkedin.com/company/accountinginfluencers for our events and postsThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability...

Jul 10, 202414 min

S2 Ep 49Remote Hiring: The Future of Accounting Firm Talent

Are you struggling to find top accounting talent? Could remote hiring be the solution you've been overlooking?Rob Brown sits down with Jeff Phillips, to discuss how hiring remote accountants could be the key to solving recruitment challenges in the accounting industry. Jeff, co-founder of AccountingFly, shares his expertise on tapping into a vast pool of domestic remote talent, highlighting the benefits and addressing common concerns associated with remote hiring.The conversation goes into the shifting landscape of talent acquisition in accounting, introducing the concept of the "new talent stack" - an innovative approach to building a diverse and skilled workforce. Jeff provides compelling insights into why top performers are increasingly choosing remote work options and how firms can adapt to this new reality. He also offers practical advice on implementing remote hiring strategies, from onboarding to maintaining company culture in a virtual environment.Key Takeaways:Domestic remote hiring expands the talent pool from local to national Remote positions can be filled in about 40 days compared to year-long vacancies By 2030, there will be 50 million more knowledge jobs than workers to fill them globally Training and maintaining company culture is possible with remote workers through technology and hybrid modelsData-driven project management tools can effectively measure remote worker productivityQuotes:"The race for talent is over and the talent won. Let's accept that reality and use it to our advantage.""This is a mindset flip from 'I must see you to trust you' to 'I want to see data to trust you.'"You can watch this specific episode on our YouTube Channel here: https://youtu.be/5oF2uE3A7ZQ___________This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events More Accounting Influencers content here:https://www.youtube.com/@accountinginfluencers for all of our podcast episodeshttps://www.linkedin.com/company/accountinginfluencers for our events and postsThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job...

Jul 3, 202422 min

S2 Ep 48How Trust Is Built in Today's Best Accounting Firms

Is trust the missing element in your organization? How can you close the trust gap between leaders and employees?In this compelling episode of the Accounting Talent Podcast, host Rob Brown sits down with Cory Sheer, the author of "Closing the Trust Gap," to explore the critical issue of trust within accounting firms. With a deep dive into the multiple trust gaps identified by Cory's research, this conversation uncovers the staggering reality that leaders often overestimate their trustworthiness compared to frontline employees.From dissecting the organizational trust gap to understanding the epidemic of distrust affecting productivity, retention, and profitability, Cory and Rob shed light on why trust is the ultimate currency in today's business landscape. They discuss the impact of collective trauma, technological evolution, and economic conditions on trust, and why trustworthy policies and practices are as crucial as trustworthy people.Tune in to discover practical strategies for fostering trust, enhancing organizational policies, and aligning them with the evolving needs of employees and clients. Whether you're struggling with talent attraction, retention, or simply aiming to build a more cohesive and loyal team, this episode is packed with insights to help your firm thrive in a trust-deficient world.Key Takeaways:- There is on average a 31% gap in trust between leaders and frontline employees across industries - 51% of employees do not have a high level of trust for their leaders - Trust must be built through both people and policies/practices in an organization - The three building blocks of trust are competency, problem-solving, and care for others - Regular evaluation and iteration of policies is crucial for maintaining trust Quotes:"Trust is a vital currency that we need to grow in our companies." "Trust is something that Stephen Baradel calls an actionable asset. It is an actionable asset that you can take action on in order to strengthen and improve." You can watch this specific episode on our YouTube Channel here: https://youtu.be/Vj0wWi9bAqw___________This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events More Accounting Influencers content here:https://www.youtube.com/@accountinginfluencers for all of our podcast episodeshttps://www.linkedin.com/company/accountinginfluencers for our events and postsThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of...

Jun 26, 202423 min

S2 Ep 47Accounting Firms - Are You Overworking Your Staff?

Are you and your employees caught in the overtime epidemic? Is overwork silently killing productivity and driving away top talent?Rob Brown delves into the alarming issue of overwork and excessive overtime that is plaguing workplaces across the UK and the US. Drawing from compelling research, he reveals the severe toll it's taking on businesses and employees alike.Excessive workloads, unrealistic expectations from managers, and an ingrained culture of overwork are undermining employee motivation, productivity, retention, and overall business performance. The statistics are staggering: one in five employees wants to quit within six months to escape overwork, and half put in up to four days of unpaid overtime each month – amounting to millions of uncompensated work days. This vicious cycle is burning people out, harming well-being, and driving away top talent.Key Takeaways:"An embedded culture of overwork and overtime is taking a severe toll on business and workers across the UK workforce."Half of employees put in between a day and four days per month of unpaid overtime, equating to 19 million days of uncompensated work.One in five employees want to leave their current job in the next six months to escape overwork.33% of employees are more likely to work additional unpaid hours if working remotely/hybrid.28% report being unable to get their job done in the working day and having to work additional hours.Quotes:"Unpaid work and missed holidays are not a sign of dedication. They are symptoms of a system which has to work better.""It's only by creating a culture that respects employee time, prioritizes workload management, encourages healthy work-life balance, that businesses can reap the benefits of a happier, more productive workforce." You can watch this specific episode on our YouTube Channel here: https://youtu.be/w7PlFJZLiJE___________This is the the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events More Accounting Influencers content here:https://www.youtube.com/@accountinginfluencers for all of our podcast episodeshttps://www.linkedin.com/company/accountinginfluencers for our events and postsThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and...

Jun 19, 202413 min

S2 Ep 46#1 Top Strategy to Halt High Accounting Firm Turnover

Are your top talents leaving in droves? Is 'staff turnover' burning down your accounting firm? Rob Brown and Jeff Phillips delve into the burning issue of high turnover rates plaguing accounting firms worldwide. They dissect the root causes fueling this exodus and provide practical solutions to stem the tide.Jeff Phillips, CEO of Padgett Tax & Accounting Franchise and founder of AccountingFly, candidly acknowledges the gravity of the situation, likening turnover to a wildfire that spreads rapidly, leaving firms overworked and in a "spiral of death." The discussion highlights the talent crisis faced by the accounting profession, where the demand for services outpaces the supply of qualified professionals.The crux of the episode revolves around a powerful yet simple solution: implementing employee surveys to gauge job satisfaction, engagement, and work-life balance. Jeff shares a proven framework used by firms like Adam Slack's remote accounting practice, which significantly reduced turnover by actively listening to employees.Key Takeaways:Turnover is the percentage of professional staff that voluntarily leaves, not those who are fired.The top four reasons why people leave jobs within six months: unclear job responsibilities, lack of necessary resources, lack of team engagement, and poor work-life balance.Implement weekly or monthly anonymous surveys to identify and address issues before they escalate.Don't survey employees if you're unwilling to take action on the feedback.Address low scores immediately by calling the employee to understand and resolve the underlying issues.Quotes:"Turnover is a wildfire that spreads rapidly, leaving firms overworked and in a spiral of death." - Jeff Phillips"Stop paying marketing companies $100,000 to develop a complex survey you roll out once a year. Ask frequently. Get in the weeds. Be willing to deal with troublesome feedback." - Jeff PhillipsYou can watch this specific episode on our YouTube Channel here: https://youtu.be/iRYy9v1RSRISHOW DETAILS HERE___________This is the the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events More Accounting Influencers content here:https://www.youtube.com/@accountinginfluencers for all of our podcast episodeshttps://www.linkedin.com/company/accountinginfluencers for our events and postsThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities...

Jun 12, 202425 min

S2 Ep 45How to Build Trust into an Accounting Firm's Culture

Trust: A Diminishing Commodity? Is It Still Relevant in Today's World? Cory Sheer, Author of “Closing the Trust Gap”, shares his insights on the alarming decline of trust across all aspects of society, from personal relationships to corporate entities and government institutions. He argues that the collective trauma of the COVID-19 pandemic, coupled with the disruptive forces of emerging technologies and economic challenges, has created a fertile ground for distrust to thrive.Cory emphasizes the crucial role of trust as the bedrock of successful organizations and relationships. He provides a comprehensive framework for understanding trust, highlighting its three key components: competency, problem-solving, and care for others. By addressing these elements, leaders and individuals can cultivate an environment of trust and foster a culture of accountability, focus, and shared commitments.Key Takeaways:Trust is the firm belief in the truth of something, and when different versions of truth coexist, trust erodes. The three building blocks of trust are competency, problem-solving (identifying the right problems), and care for others (empathy, active listening). Active listening, demonstrating genuine care for others, is the most effective way to build trust, without any financial cost. Setting shared commitments and ground rules is crucial for creating a safe space for open and authentic conversations. In a hybrid work environment, clarity, focus, and effective communication are even more critical for maintaining trust. Quotes:"If you have somebody in the organization, especially if they're the leader of the organization, where they're highly competent, they're a fierce problem solver, but they don't have at all any care for others, what people feel is a lack of trust." "Trust is, by nature, it is relational. It is something that we have to have human-to-human contact in order for trust to be cultivated and strengthened." You can watch this specific episode on our YouTube Channel here: https://youtu.be/JgpsQlZ8W3o___________This is the the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events More Accounting Influencers content here:https://www.youtube.com/@accountinginfluencers for all of our podcast episodeshttps://www.linkedin.com/company/accountinginfluencers for our events and postsThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and...

Jun 5, 202424 min

S2 Ep 44Global Talent Trends - Why Are Accountants Unhappy?

The Accounting World is Bracing for a Talent Exodus - Are You Prepared?A groundbreaking global study reveals a profession in turmoil, with widespread dissatisfaction threatening to drain the talent pool. In this hard-hitting solo episode, host Rob Brown unpacks the uncomfortable truths unearthed by the ACCA's (Association of Chartered Certified Accountants)  on global talent trends in the accounting profession. The study, based on data from nearly 10,000 accounting and finance professionals across 157 countries, reveals that many accountants are dissatisfied and unsettled in their roles. Rob delves into the reasons behind this dissatisfaction, including concerns over pay levels, work-life balance, and the impact of technology and AI on jobs.The episode also highlights the growing desire for remote and hybrid work arrangements, with only 9% of employees at Big Four firms preferring to work in the office full-time. Rob emphasizes the importance of adapting to these changing workforce preferences to attract and retain top talent.Key Takeaways:Only 57% of respondents work full-time in the office, while 8% are fully remote. (00:02:00)75% of respondents said they go to the office because their employer requires it. (00:03:50)34% of respondents at small firms and 38% at Big Four/mid-tier firms are unhappy with pay levels. (00:07:10)Inflation impacting salaries is the biggest work-related fear for 40-44% of respondents across firm sizes. (00:10:00)46% of Big Four employees fear for their mental health. (00:10:20)Quotes:"Compensation is a big thing. Remote working is a big thing. The talent pipeline, people are leeching out of accounting once they're in it, and people are not coming into it in the first place." (00:16:20)"It should be the governing bodies, but even the accounting leaders, the influencers all have a responsibility, we might say, to shape the profession and be an ambassador for the profession." (00:15:50)You can watch this episode and more on our YouTube Channel: https://youtu.be/5rB_ATw-vOUJoin the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencersThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

May 29, 202417 min

S2 Ep 43Onboarding New Accounting Hires in a Remote World

Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. In this episode of the Accounting Talent Podcast, Rob Brown and Jeff Phillips discuss the importance of effective onboarding practices for new hires in remote or hybrid accounting firms. They emphasize that a strong onboarding process is crucial for reducing employee turnover, increasing engagement, and ensuring long-term success for both the employee and the firm. The hosts share their insights and strategies for creating a welcoming and seamless onboarding experience, from setting clear expectations to fostering social connections within the team.Jeff Phillips also shares a personal story that highlights the impact of a poor onboarding experience and how it can lead to disengagement and premature resignation. The episode provides a comprehensive checklist for accounting firms to implement a successful onboarding system, including assigning buddies or mentors, conducting regular check-ins, and ensuring new hires have clarity on their roles and the necessary resources to succeed.5 Key Takeaways:The main reasons why knowledge workers leave a new employer within the first 100 days are lack of clarity about their job, not having the necessary resources to succeed, and feeling socially disconnected from the team. [00:06:30]Firms should consider starting new hires on Fridays rather than Mondays to create a more relaxed and enjoyable onboarding experience. [00:09:45]The first meeting with a new hire should focus on the company's vision, how the employee's role fits into that vision, and setting expectations for feedback and communication. [00:11:30]Assign a buddy or mentor to the new hire to serve as a guide, confidant, and problem-solver during the first year. [00:17:45]Conduct 30-day check-ins with new hires to ensure they have clarity on their job and have the necessary resources to succeed. [00:20:45]Quotes:"We need to have a system and a philosophy about making sure people get that social interaction that they need, especially if your hire is remote." [00:19:45]"The turnover causes cascading issues inside the firm. A strong start reduces turnover." [00:26:30]You can watch this episode and more on our YouTube Channel: https://youtu.be/38eDsO0u8B8Onboarding Checklist from JeffJoin the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencersThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their

May 22, 202428 min

S2 Ep 42Embracing the New Talent Stack for Accounting Firms

On this episode of The Accounting Talent Podcast, host Rob Brown is joined by Jeff Phillips, CEO of Padgett Business Services and founder of AccountingFly, wherein they delve into the concept of "talent stacks" for accounting firms. Jeff explains how a talent stack is an integrated system that firms can use to efficiently and reliably deliver value to their clients by creatively combining different types of talent assets.The discussion revolves around the ongoing talent crisis in the accounting industry, characterized by more job opportunities than qualified candidates. Jeff posits that the traditional approach to hiring is no longer sufficient and advocates for firms to embrace creative staffing solutions, including remote hiring, freelancers, and outsourcing.Jeff highlights the significant advantages of remote hiring, citing statistics from his company, AccountingFly, which specializes in placing remote CPAs in firms across the United States. He emphasizes the cost-effectiveness, faster hiring timelines, and access to a broader talent pool that remote hiring offers.Additionally, Jeff stresses the importance of incorporating freelance and interim talent into the talent stack, enabling firms to tap into the growing gig economy and address specific project needs or busy seasons without committing to full-time hires.Lastly, Jeff explores the concept of outsourcing and offshoring, particularly leveraging talent from countries like India, the Philippines, and Mexico, where firms can access skilled and trained talent at a significantly lower cost.5 Key Takeaways:The talent crisis in accounting is real, with more job opportunities than qualified candidates, forcing firms to explore creative staffing solutions. [03:30]Building a "talent stack" by combining different types of talent assets, such as remote hires, freelancers, and outsourced teams, can help firms deliver value efficiently and reliably. [01:00]Remote hiring offers significant advantages, including faster hiring timelines, access to a broader talent pool, and potential cost savings. [06:00]Incorporating freelance and interim talent into the talent stack allows firms to address specific project needs or busy seasons without committing to full-time hires. [11:00]Outsourcing and offshoring to countries like India, the Philippines, and Mexico can provide firms with access to skilled and trained talent at a lower cost. [16:30]Quotes:"The war for talent is over, and the talent won." "If you're not addressing freelance and interim as part of your recruitment strategy, you can't win the race for talent because you're leaving candidates an opportunity on the table."You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/watch?v=prk7MAc8XaUJoin the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencersThanks to our sponsors:ACCOUNTINGFLY. Connecting employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of

May 15, 202427 min

S2 Ep 41How We Solve the Accounting Talent Pipeline Problem

Host Rob Brown is joined by Sue Coffey, CEO of Public Accounting at the American Institute of CPAs (AICPA), and Lexy Kessler, Partner at Aprio and Chair of the AICPA's National Pipeline Advisory Group (NPAG). They look into the alarming talent shortage facing the accounting profession and the potential solutions proposed by the NPAG.Lexy and Sue discuss the overwhelming evidence pointing to a significant talent pipeline issue in accounting, including declining enrolment in accounting programs, fewer students pursuing the CPA credential, and challenges in retaining young professionals in their first five years of employment. But can the profession overcome this challenge? Rob, Sue, and Lexy explore the root causes, such as the profession's perceived image, the cost and time commitment of education, and the need for evolving business models at accounting firms.The NPAG's findings underscore the urgency of addressing the talent pipeline issue collaboratively, involving stakeholders from academia, regulators, state societies, and the profession itself. Sue and Lexy share their optimism that by implementing the recommended solutions, the accounting profession can overcome this challenge and attract the talent required to thrive in an ever-evolving business landscape."We are a profession that communities, businesses, and economies need, and we just need to address our talent shortages and adapt." - Sue Coffey, [00:40]"It's not just Debits and credits to that point. It's really about the business person piece of it and the different scenarios and the strategy behind the numbers as well. So there's much more to it than, than processing or, or producing a product and that's it. It's much, much more than that." - Lexy Kessler, [16:47]Key Takeaways: The accounting profession is struggling with a talent pipeline shortage, but it's not "withering on the vine" as some suggest. - Sue Coffey, [00:31]Improving storytelling and celebrating the profession's impact is crucial to attract younger generations. - Lexy Kessler, [01:44]The cost and time commitment of education, especially for socioeconomically disadvantaged students, is a significant barrier to entry. - Sue Coffey, 10:58]Firms need to evolve their business models to provide a better experience for young professionals in their first five years, addressing issues like excessive hours and meaningful work assignments. - Sue Coffey, [11:46]Modernizing the CPA licensure process is a long-term goal to ensure the profession remains sustainable and relevant in the future. - Lexy Kessler, [27:53]You can watch this episode and more on our YouTube Channelhttps://youtu.be/JaLe1nq9lk4Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencersThanks to our sponsors:ACCOUNTINGFLY. Connecting employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.If you'd like to sponsor the show and...

May 8, 202436 min

S2 Ep 40The Importance of a Talent Stack for Accounting Firms

Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. On this episode of The Accounting Talent Podcast, host Rob Brown is joined by Jeff Phillips, CEO of Padgett Tax & Accounting Franchise and founder of AccountingFly, sharing thoughts about the alarming talent shortage facing the accounting profession and Jeff's concept of the "talent stack" as a potential solution.The concept of a "talent stack" as the new organizational model for accounting firms. With accounting talent becoming increasingly scarce, firms need to rethink how they acquire, manage, and retain top talent. The talent stack philosophy focuses on sourcing talent globally, leveraging remote workers, freelancers, and offshore resources to fill essential roles predictably and reliably.By adopting a talent stack mindset, accounting firms can overcome hiring challenges, access global talent pools cost-effectively, and build sustainable operations for the future. Don't miss this insightful discussion providing innovative strategies for firms to attract and retain the skilled professionals they need to drive growth and success in a rapidly evolving industry landscape.“Culture, process, systems, and excellence are absolutely available inside companies where some of the people work in the headquarters. And some of the people don't,  it's not easy, but the case I'll make to you is this.  If you make this adjustment, you can win.” - Jeff Phillips Key Takeaways:1. The accounting profession was complacent in how it dealt with talent, and there's a reckoning happening now due to hiring challenges. [01:55]2. College students are comparing accounting to fields like investment banking, consulting, and tech companies, which are outcompeting accounting for talent. [02:45]3. The "talent stack" reimagines the organizational chart by identifying diverse talent sources (local, remote, freelance, offshore) at every level. [04:10]4. Firms can tap into global talent pools, increase profit margins through cost arbitrage, and fill critical roles faster by finding the best fit. [07:20]5. Integrating remote teams requires building a strong culture, values, processes and systems, supplemented with in-person engagement. [14:30]You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/watch?v=EN5xAzK9cW8 Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencersThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and...

May 1, 202422 min

S2 Ep 39Reasons for the Acute Talent Shortage in Accounting

Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. On this episode of The Accounting Talent Podcast, host Rob Brown is joined by Jeff Phillips, CEO of Padgett Business Services and founder of AccountingFly, to dive into the alarming talent shortage facing the accounting profession. Statistics reveal around 300,000 fewer accountants and auditors in the US over the past two years, a staggering 17% drop. The root cause? A weak value proposition from the profession, offering less attractive compensation, flexibility, and work-life balance compared to industries like tech. This perception is driving college students away from accounting towards seemingly greener pastures in investment banking, consulting, and tech firms. Accounting firms face intense competition for talent, not just from each other but from aggressive employers in other sectors with enticing perks and career paths. However, there is hope. By rethinking their value propositions, exploring untapped talent pools like offshoring, remote work, freelancers, and developing innovative hiring/training approaches, firms can regain their appeal to the next generation of accountants. The profession's future hinges on its ability to revamp its employer branding and talent strategies."The accounting profession is not going to die. It's not going to wither on the vine. There is lots of talent out there and there are options and hope." - Jeff PhillipsKey Takeaways:1. There is a shortage of accounting talent, with around 300,000 fewer accountants and auditors in the United States over the last two years, representing a 17% loss. [00:11:50]2. The accounting profession is facing a brand and value proposition problem, as the compensation, flexibility, and work-life balance are perceived as weak compared to other industries like tech. [00:04:30]3. College students are choosing alternative career paths like investment banking, consulting, and tech companies, which are seen as more attractive than "boring old accounting." [00:14:55]4. Accounting firms are not just competing with each other for talent but also with more aggressive employers in other industries, offering better perks and career paths. [00:16:50]5. There are solutions and untapped talent pools that accounting firms can explore, such as offshoring, remote work, freelancers, and non-traditional hiring and training approaches. [00:20:30]You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/watch?v=6SRPUQ5V_18Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencersThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right...

Apr 23, 202424 min

S2 Ep 38Best Practice Employer Branding for Accounting Firms

Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. Rob Brown talks to Jen Surtees, former Director of People Experience at Xero, on some of the biggest challenges facing employers in the current recruitment landscape.Jen shares her insights on how companies can differentiate themselves as employers to attract and retain talent in a highly competitive market. She also provides valuable tips on hiring for culture fit and identifying values that drive the organisation's culture.The conversation then shifts to the "great resignation," where many employees are quitting their jobs in search of better opportunities or work-life balance. Jen discusses what companies can do to retain talent, including creating a culture that values employee well-being, development, and growth.Finally, the discussion turns to remote and hybrid working, which has become increasingly popular after the pandemic. Jen shares her views on how companies can make this work with their culture and the benefits of providing employees with more flexible work arrangements.Overall, this episode provides valuable insights and practical advice for employers navigating the challenges of recruitment and the work landscape. Jen's extensive experience in coaching and developing high-performing teams and cultures provides a unique perspective on how organisations can thrive in these challenges.Key takeaways➤ In today's challenging recruitment landscape, it's essential to differentiate yourself by being clear on your employer's brand and values and offering competitive benefits and career development opportunities.➤ Hiring for culture fit is critical to building a cohesive and high-performing team. To do this, it's essential to define your company's values and behaviours, ask behavioural interview questions and involve multiple team members in the hiring process.➤ The "Great Resignation" is a genuine concern for many businesses, and it's important to focus on employee retention. This can be achieved through several strategies, including offering flexible working arrangements, investing in employee development and training, and prioritising employee well-being and work-life balance.➤ Remote and hybrid working is becoming increasingly popular, but some businesses must be convinced whether it can work with their company culture. To make remote or hybrid working successful, it's essential to communicate effectively, build trust, and offer the right tools and technology to support remote workers.You can watch this episode and more on our YouTube Channel:https://youtu.be/mh3VYv0TQdshttps://www.youtube.com/@accountinginfluencersJoin the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencersThanks to our sponsors:ACCOUNTINGFLY....

Apr 17, 202421 min

S2 Ep 37The Art of Saying NO - Accounting Productivity Strategies

Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. Mark Fritz focuses on the vital topic of saying no and setting boundaries. Mark highlights the significance of being assertive and maintaining focus to say no to various demands and requests effectively. He emphasises the value of listening and understanding the perspective of others when communicating a refusal. Mark also discusses the challenges busy professionals face, particularly accountants, who often feel overwhelmed by the multitude of tasks and responsibilities they have to handle.He shares his observations on the current era of information overload and the need for individuals to prioritise and do less to achieve more. Mark suggests learning from other sectors can provide valuable insights and strategies for managing workload and avoiding burnout. The episode further delves into the psychological factors behind saying no, such as fear of disappointing others, fear of missing out (FOMO), and the pressure to fit in or be seen as a team player.Mark offers practical advice on overcoming these fears and setting personal boundaries. He advocates for open communication and understanding between colleagues and leaders and the importance of aligning personal and professional priorities. In addition, the episode explores the role of scripts or prepared responses in navigating difficult conversations and saying no clearly and concisely. Mark highlights the importance of staying true to one's boundaries and goals and avoiding over-commitment. Throughout the interview, Mark provides examples, personal anecdotes, and practical tips on developing the confidence and assertiveness needed to say no effectively.Mark Fritz is an accomplished leader who focuses on driving change across diverse cultures and distances. With a rich international career spanning numerous countries, including Egypt, Netherlands, Italy, and Japan, Mark has successfully spearheaded enterprise-level change initiatives. His expertise lies in leading transformation and reengineering efforts, effectively managing virtual teams, and fostering the growth of diverse, resilient groups.Mark has left an indelible mark on executives and organisations worldwide as a renowned leadership specialist. He has been instrumental in helping them reshape their leadership approaches, resulting in improved outcomes and lasting impact. Mark's influence extends to prestigious business schools like IE Business School and HEC, where he imparts his wisdom through enlightening courses on leadership and influence.Within organisations, Mark crafts tailored leadership programs that fortify leaders and equip them with the tools necessary for growth and triumph. His journey has taken him around the globe, where he's lived in various countries and worked in over 50 nations. Currently residing in London with his Japanese wife, Mark enjoys playing golf and cherishes collaborating with individuals from diverse cultural backgrounds, recognising the invaluable lessons such experiences offer.Mark Fritz is renowned for his commitment to empowering leaders to shift away from micromanagement and embrace a culture of ownership and achievement. His expertise lies in unlocking the full potential of teams. Through impactful keynotes and masterclasses, he delivers inspirational experiences brimming with practical advice and actionable steps.With a steadfast dedication to...

Apr 10, 202423 min

S2 Ep 36The Fight for Relevance in the Accounting Profession

Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. Rob Brown sits down with Calvin Harris, the CEO of the New York State Society of CPAs. Calvin discusses his role in leading the organization that represents CPAs in New York State and beyond. He shares his perspective on being a CPA and the importance of the credential.Calvin talks about the challenges and opportunities facing the accounting profession today, emphasizing the need for CPAs to demonstrate their relevance in a changing landscape. He highlights the role of technology, communication, and storytelling in showcasing the value of the accounting profession to younger generations.The conversation also touches on the impact of the COVID-19 pandemic on the profession and the lessons learned from it. Calvin shares insights into the evolving role of CPAs and the importance of adaptability.Tune in to gain valuable insights from Calvin Harris on the state of the accounting profession and the path forward for CPAs in a dynamic world.Calvin Harris Jr., CPA (MD), is the CEO of the New York State Society of CPAs, the oldest state accounting association in the U.S. With 30+ years of executive experience, he's been a CFO, auditor, forensic accountant, consultant, and entrepreneur.A Morehouse College graduate, Calvin previously served as the SVP & CFO of the National Urban League in NYC and CFO of Baltimore City Community College. He's held leadership roles at organizations like the United Nations Foundation, NeighborWorks America, Legal Services Corporation, and Aeras Global TB Vaccine Foundation. His career began as an auditor at Arthur Andersen.Calvin, the 24th Chairman of the Board and National President of the National Association of Black Accountants, has a deep passion for the accounting profession, inspired by his mother, a high school bookkeeping teacher. A Maryland native, he now calls Brooklyn, New York, home.You can watch this episode and more on our YouTube Channel:https://youtu.be/mv_mbBXSQm0https://www.youtube.com/@accountinginfluencersJoin the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencersThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.If you'd like to sponsor the show and elevate your brand...

Apr 3, 202436 min

S2 Ep 35The Challenges Undermining a Career in Accounting

Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. In this episode, Jen Cryder, the CEO of the Pennsylvania Institute of CPAs (PICPA), shares her journey from an English major to a successful career in accounting. Representing around 20,000 accounting and finance professionals in Pennsylvania, PICPA serves as a unique state society dedicated to empowering bookkeepers and CPAs alike. Jen emphasizes the importance of diversity within the profession, where PICPA's membership includes college and high school students exploring accounting careers, practitioners in public accounting firms, and educators in corporate finance. With a strong focus on shaping the future of the profession, Jen discusses the challenges and opportunities of staying ahead in the ever-evolving landscape of accounting, driven by technology, changing standards, and human capital needs. Collaboration among state societies and stakeholders becomes paramount as they work together to address common challenges and share innovative solutions.Jen Cryder is a trailblazing leader serving as the CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA). As a CPA with practical experience, she brings a valuable perspective to her role, adeptly solving problems and creating opportunities to benefit PICPA's members. Jen's leadership is characterized by transparency, integrity, and a diverse skill set that spans Finance, Accounting, M&A, Operations, Business Development, Change Management, Stakeholder Relations, and Nonprofit Organization Management. With a keen understanding of the evolving landscape of technology and capital markets, Jen navigates as an agile and collaborative executive, addressing disruptions and prioritizing the growth of the organization. She places equal emphasis on empowering diverse teams, ensuring all individuals have access to professional development opportunities to achieve their goals. Committed to member value, Jen fosters strong connections and engagement to tailor PICPA's programs, products, and services accordingly. Notably, as the first female CEO in PICPA's 125-year history, Jen is dedicated to honoring the organization's legacy while strategically shaping the future of accounting and finance with an unwavering focus on member success.You can watch this episode and more on our YouTube Channel:https://youtu.be/Bt7ezS3NPaMMhttps://www.youtube.com/@accountinginfluencersJoin the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencersThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right...

Mar 27, 202426 min

S2 Ep 34How to Differentiate Accounting Firms Through People

Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. John Garrett, the guest on this episode, emphasizes the importance of recognizing accountants as whole individuals beyond their job titles. He encourages firms to celebrate and shine a light on the hobbies, passions, and other dimensions of their employees, acknowledging that people are more than just their work. Creating a workplace that values the worker as much as the work is key to attracting and retaining talent. John emphasizes the need to focus on the human side of individuals and build deeper relationships based on their unique interests and qualities. By embracing their individuality, accounting firms can differentiate themselves and create a more fulfilling work experience for their employees.John Garrett is a thought provoker, author, and CPA who champions the human side of professionals. He consults with organizations to create better workplaces and develop productive cultures. With a background in stand-up comedy, he brings humor and insights to his work. John is an award-winning author, two-time Emmy nominee, and has performed on over 2,000 stages. He currently resides in Denver and is a college football fan. Connect with him on Twitter at @The_JohnGarrett and check out his website at TheJohnGarrett.com. Named Top100 Most Influential by Accounting Today. You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/watch?v=KxsrjV6C8cwhttps://www.youtube.com/@accountinginfluencersJoin the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencersThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Mar 20, 202426 min

S2 Ep 33Digital Wellbeing Tips for Busy Accounting Professionals

Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.Rob Brown interviews Bailey Parnell, an expert in digital culture, social media, and mental health. In this episode, they discuss the skills needed to thrive in a VUCA (volatile, uncertain, complex, and ambiguous) world. Bailey emphasizes the importance of a growth mindset, optimism, and resilience, as well as the interconnectedness of individuals and organizations.The conversation then shifts to the impact of digital culture on work and personal life, with Bailey discussing the dangers of social media addiction and the negative effects of screen culture on physical, sociological, and psychological health. She highlights the importance of accountants being mindful of their social media and screen usage and incorporating practices such as mindfulness and digital detoxing into their lives.Bailey also talks about her company, Skills Camp, which focuses on soft skills development and the importance of mental health responders and counsellors for stressed employees. The episode offers a cautionary tale to accountants looking to grow their firms, urging them to be vigilant about social media usage and prioritize their well-being over digital engagement.Overall, this episode of the Accounting Influencers Podcast provides valuable insights into the skills and mindset needed to succeed in today's VUCA world and practical tips for maintaining mental health and well-being in a digital culture. Don't miss this informative conversation between Rob Brown and Bailey Parnell!You can also watch this on youtube here: https://youtu.be/JKSTI6UeB0cKey takeaways:➔ To thrive in a VUCA world, individuals need a growth mindset, optimism, resilience, and the ability to adapt and embrace change.➔ Digital culture significantly impacts work and personal life. Accountants must be mindful of their social media and screen usage to combat the adverse effects on their physical, mental, and emotional well-being.➔ Companies need to create a culture that supports mental health and well-being, especially in a hybrid work environment, by training leaders to manage crises and promoting a human-centric workplace.➔ Soft skills development, such as interpersonal communication and emotional intelligence, is crucial for business professionals to succeed in today's world, and mental health responders and counsellors can help support stressed employeesBailey Parnell is a 2x TEDx speaker, Founder & CEO of SkillsCamp, and named one of Canada's Top 100 Most Powerful Women. She is an internationally-recognized entrepreneur, an active humanitarian, and an expert in soft skills training. Bailey has nearly 4 million views on her TEDx talks, and her work has been featured in Forbes, Good Morning America, CBC, and other notable media outlets. She completed her Masters in Communications and Culture at Ryerson University with research on social media's impact on mental health. This research led to the creation of her signature 5 Steps Towards #SafeSocial and a connected non-profit of the same name. Bailey is known for her skilful storytelling, confidence, research, and humour. She frequently speaks on social media and mental health, soft skills, intergenerational understanding, and being a woman in business.Bailey's company SkillsCamp is a soft skills training company that works with...

Mar 13, 202425 min

S2 Ep 32How the HR Function Is Changing in Accounting & Finance

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Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. How the HR Function Is Changing in Accounting & Finance with Cat GlennRob Brown engages in conversation with Caterina Glenn, or "Cat," a distinguished professional with a rich background in recruitment and HR. With over two decades of experience, Cat shares her journey from her early days in recruitment to her current role as a Director at Wade Macdonald, a renowned HR and finance recruitment consultancy.Cat delves into the evolving landscapes of both finance and HR, highlighting the shift towards more commercial and personable professionals who emphasize business partnerships. She discusses the increasing influence of employees in driving change within organizations, emphasising factors like hybrid working and the need for diversity and inclusion.Learn valuable insights into the future of HR and finance, as well as the critical role of data and analysis in decision-making. Don't miss this episode that explores the intricate relationship between HR and finance, offering a glimpse into the dynamic world of these interconnected fields.Caterina Glenn boasts over 25 years of experience in financial recruitment and HR. She is the Director at Wade Macdonald, a respected HR and finance recruitment consultancy.◣━━━━━━━━━━━━━━━━━━━━◢You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencersJoin the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencersThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore. https://www.linkedin.com/in/therobbrown

Mar 6, 202427 min

S2 Ep 31Mental Wellbeing Strategies for Busy Accountants

Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. Mental Wellbeing Tips for Today's Busy Accountants with Justin GrantJustin Grant discusses the image problem in the accounting profession, citing a decline in accounting degree enrolment and a shortage of skilled professionals. He suggests that leaders should prioritise creating a better work environment. Justin also emphasises the importance of high-quality podcast production to attract and retain listeners. He shares his journey transitioning from law to podcasting and highlights the need for professionals to focus on their expertise while seeking support in podcast production. The episode concludes with a discussion on the market for inclusivity and support for mental health in the accounting profession.Justin Grant is the CEO of Professional Productions, which he founded to provide bespoke, high-ROI podcasting services to professional clients. He is a podcast producer, audiobook narrator, and voiceover artist with over 25 years' experience. He has overseen the launch and production of over a dozen podcasts, handling every aspect from technical and project management to creative collaboration and marketing. A former professional himself, Justin received his J.D. law degree from Arizona State University in 2012 and passed the bar exam in 2013. He subsequently earned a masters with merit at the University of Edinburgh Law School in 2019.◣━━━━━━━━━━━━━━━━━━━━◢You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencersJoin the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencersThanks to our sponsors:ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore. https://www.linkedin.com/in/therobbrownMentioned in this episode:About Talent in AccountingWelcome to Talent in Accounting, one of the world's leading podcasts in this genre, with several spinoff shows. Our focus now is on...

Feb 28, 202441 min

S2 Ep 30Top Tips for Managing & Upskilling Accounting Talent

Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.Top Tips for Managing &amp; Upskilling Accounting Talent with HLB's Marina KooijmansMarina begins by explaining the challenges of talent management in today's rapidly changing world. She highlights the importance of reskilling and upskilling due to the ever-changing marketplace and the need for organizations to adapt and stay relevant. She mentions that technology-driven change and innovation are key drivers of this need for new skills.The conversation then shifts to the perception of accountants as not traditionally being associated with innovation. Marina acknowledges this but emphasizes that the accounting profession is also evolving and recognizing the importance of upskilling and change. She explains that accountants need to acquire not only technical skills but also digital skills and advisory skills to meet the changing needs of customers.Marina introduces the concept of a skill strategy and explains that organizations need to focus on skills rather than job descriptions. She mentions the importance of internal mobility and how it allows employees to develop new skills in different environments. She also highlights the benefits of international mobility, as it provides opportunities to learn from different cultures and enhance career growth.The conversation then delves into the various skills and competencies that should be part of any skill strategy or framework. Marina outlines five skill groups: technical skills, digital skills, advisory skills, leadership skills, and human skills. She emphasizes the importance of leadership, storytelling, problem-solving, ethics, integrity, and effective communication in the accounting profession.Rob and Marina discuss the challenges faced by accountants in upgrading their skills. Marina acknowledges that many accountants feel comfortable with their current knowledge and are hesitant to step out of their comfort zones, particularly when it comes to human skills. However, she highlights the importance of continuous learning and personal development to stay relevant in a changing landscape.The conversation concludes with Marina discussing different learning approaches and methods. She mentions the use of blended learning, including classroom training, e-learning, and audio books. Marina emphasizes the need for individuals to take responsibility for their own learning and development.This episode provides valuable insights into the challenges and importance of talent management and upskilling in the accounting profession. It highlights the need for accountants to adapt, develop new skills, and embrace continuous learning to succeed in a rapidly changing industry.Marina Kooijman is HLB’s Chief People Officer at the Executive Office in London. She is responsible for leading and driving the people strategy for the HLB network. She works on installing an innovative and inspiring culture in the organisation, based on the brand’s core values and purpose.Prior to joining HLB International, Marina has worked for several large international organisations like Deloitte and PwC, both in the Netherlands and abroad, giving her years of experience and a strong talent management background.◣━━━━━━━━━━━━━━━━━━━━◢You can watch this episode and more on our YouTube Channel<a href="https://www.youtube.com/@accountinginfluencers"...

Feb 28, 202419 min

S2 Ep 29Good vs Great Leadership in Today’s Accounting Firms

Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.Good vs Great Leadership in Today's Accounting Firms with former Allinial CEO Terry SnyderIn this episode of the Accounting Influencers Podcast, host Rob Brown welcomes Terry Snyder, a seasoned expert in accounting firm growth. Terry emphasizes the significance of cultivating a growth mindset in accounting and shares practical strategies for expanding your accounting firm. He delves into branding and provides tips on creating a strong brand, including defining your unique value proposition, identifying your ideal client, and creating a consistent visual and verbal identity.Moreover, Terry sheds light on the future of accounting and how firms can brace themselves for the technological changes ahead. He predicts that automation and AI will continue to play a significant role in the industry. He also highlights the importance of maintaining a personal touch and building strong relationships with clients. Tune in to the Accounting Influencers Podcast to learn more and to get valuable insights and tips from the industry's top influencers.Terry Snyder, a growth, strategy, and culture consultant, formerly served as the Head of Allinial Global, one of the largest accounting alliances in the world. He currently advises BOKS International, large accounting firms, and software vendors on their growth strategies. He started his career in 1970 - interning with (Deloitte) Haskins &amp; Sells before joining Arthur Andersen. In 2006, he stepped out of the profession and became the president of a bank for 2 years before joining Allinial Global as the CEO and President.&nbsp;He spent 12 years with AG, overseeing growth from from $600 million (NA focused) to over $4.3 billion (globally focused).&nbsp;Now retired, Terry lives living in Charlotte North Carolina and consulting with BOKS International on growth and strategy as well as individual firms.&nbsp;Key Takeaways➤ Having a growth mindset is essential for accounting firms to thrive, and it's crucial to be open to new ideas and seek out opportunities to learn and improve constantly.➤ Developing a strong brand is a key strategy for accounting firm growth, and a strong brand is more than just a logo or tagline. It's about creating a clear and compelling message that resonates with your target audience.➤ To build a strong brand, it's important to define your unique value proposition, identify your ideal client, and create a consistent visual and verbal identity.➤ Automation and artificial intelligence will continue to play a growing role in the accounting industry, but maintaining a personal touch and building relationships with clients is still essential.➤ To stay ahead of the curve in the accounting industry, it's important to invest in technology, develop new skills, and embrace change.◣━━━━━━━━━━━━━━━━━━━━◢You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencersJoin the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencersThanks to our...

Feb 21, 202431 min