Michael Edelstein

Accountants EXPOSED

Business EN ↓ 49 Folgen

Creating lightbulb moments - unravelling the secrets to success of top performers in the accounting space, in Australia and beyond. We speak to some of the best practitioners, aspiring young partners and service providers to the industry to discover what it takes to become a partner, how to successfully run a practice, what keeps partners awake at night and some of the latest trends, tips and tricks in the industry.

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Autor

Michael Edelstein

Kategorie

Business

Podcast-Website

podcasters.spotify.com

Neueste Folge

3. Apr 2024

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Peter Lalor - Building a $1 Billion Dollar Accounting Brand whilst sharing the wealth with your staff! 08.12.2021

First of all - you have to check out Blue Rock’s website - it’s out of this world (click on the link below)! This ‘picture’ will paint a thousand words about our guest Peter Lalor from Blue Rock who shares his incredible vision and the journey towards materialising it. Join us in this episode as Peter shares his insights into leadership and what it takes to build a distinctive brand from nothing t...

Wayne Schmidt - Digital Nomad - Travel, Remote Working & Marketing for Accountants 18.11.2021

From working for the top accounting software businesses to starting the Australian operation for Xero, with his wife on their kitchen table, our special guest Wayne Schmidt from PracticeEQ tells it how it is. Join us as he shares the secrets to marketing, leadership, taking risks, building an accounting business, and many more things: What it's like working at the three largest accounting software...

Baidy Laffan - What it takes to be a Partner at 26! 01.11.2021

In this episode, we speak with Baidy Laffan, a leader who despite her young age, has been able to achieve so much by following the unconventional path to success. Sit back and listen to this episode with the amazing Baidy Laffan of Yellow Canary as she shares: Advice for young accountants trying to decide which path to follow in their career What it takes to be a Partner - balancing the 3 hats of...

Greg Hayes - Fundamental Challenges for Accounting Firms 13.10.2021

The ever enterprising Greg Hayes of Hayes Knight , a familiar face in the industry, leading one of the top mid-tier accounting firms in Australia, discusses the fundamental challenges facing the baby boomer accounting firms and what they need to do to adapt. Some of the thing we cover include: Fundamental changes & challenges for baby boomer practitioners Impact of technology and automation on...

Patrick Sargent - Disrupting the Accounting Industry with a Fintech model 27.09.2021

Starting out as a Graduate Accountant and eventually paving his way and co-founding his very own high tech accounting practice, our guest gives us more than a sneak peak of what his journey has been about, how he focused on systems, growth and scaling the business. His business aims to disrupt the traditional accounting model. Listen in as Patrick Sargent , CEO of Pop Business enlightens us about...

Impact Driven Accounting with Paul Dunn 07.09.2021

Our special guest today provides us with an in-depth knowledge of what it means for an accountant to follow their North Star, be truly aligned to their purpose and the key strategies on how to become an Impact-Driven Accountant and how it translates to profit and staff In this podcast with Paul Dunn from B1G1 , we discussed everything from leadership, purpose and many more topics: Maintaining pass...

Peter Knight - Step by Step Process to Growing your Practice from scratch and offering Business Advisory Services 23.08.2021

The ‘Tax Guy’ and founder of Franchise Accounting and Tax - Peter Knight, lets us in his journey as he lays down the blueprint on how to build up your practice effectively from square one and how to maintain your good financial position in the long run. Join us in this worthwhile episode with the influential Peter Knight of Franchise Accounting and Tax as he shares more about: His journey from Psy...

Making yourself obsolete with David Smith 05.08.2021

Technology and innovation is undeniably changing our lives, David Smith is passionate about creating new opportunities for Accountants and the Accounting industry, reveals how we can take advantage of it and the secrets to building a highly efficient and profitable accounting firm.  In this podcast with David Smith from Smithink , we discussed everything from innovation, networking, finding p...

Creating a Future Fit Accounting Firm with Shaye Thyer 22.07.2021

Being a popular guest in publications and interviews, we were lucky enough to have Shaye as our own guest as she reveals her journey on how she started with a double degree, aspired a different profession but later switched to Accounting, and how she started as a Tax undergraduate in a Mid tier firm while finishing her studies and be where she is today. Join in on our enjoyable and illuminating po...

Michael Carter - Marketing for Accounting Firms - Part 2 - Strategies & Tactics 13.05.2021

On this second part of our podcast with MC Carter, he provides us with a more in-depth understanding of strategies and tactics with regards to marketing and scaling advisory services, his perspective on leadership, and what and how to offer additional help to your clients. We catch up with Michael Carter , Founder and CEO of Practice Paradox as he shares : Exploring the reasons for choosing to do...

Michael Carter - Part 1 - Marketing for Accounting Firms - Your ability to Communicate and Deliver Value 23.04.2021

A marketing pro, innovator and a problem solver, Michael Carter gives us his insights - both personal and business wise - on how a practice can achieve the utmost growth and apply strategic thinking to your marketing.    We catch up with Michael Carter, Founder and CEO of Practice Paradox as he shares: Where the idea of the firm's name originated from, his favorite paradoxes in life and...

Nick Sinclair - Part 2 - Secrets to success in outsourcing for Accounting Firms 08.04.2021

Managing a Global firm that is currently active in 5 countries with over 650 clients and growing, Nick reveals the secrets on how to provide an effective leadership while still working closely with your peers and his insights on the reality of the outsourcing industry. We catch up with Nick Sinclair , Founder and CEO of TOA Global as he shares : How to build and maintain culture across borders as...

Nick Sinclair - Part 1 - The King of Outsourcing talks about his sensational journey 24.03.2021

From realizing his desire to be an advisor at an early age to successfully running his own accounting and financial planning firm and then working enormous hours to create the sensational growth of TOA Global - a business that emerged from a service he needed himself and scaled it globally to nearly 2000 staff. We catch up with Nick Sinclair , Founder of TOA Global as he shares : His journey with...

Andrew Van De Beek - Starting a Firm at a young age and Maintaining Culture through Fast Growth 10.03.2021

He started as a Cadet in a Big 4 firm and within 6 years, he established his own practice at an early age of 26. Andrew has a knack of attracting the right people giving him the opportunity, along with his own skills to create something unlike any other accounting firm we’ve heard of. We catch up with Andrew Van De Beek , Founder and Head of Purpose of Illumin8 as he speaks about: Importance of co...

John Knight - Growing, learning and leading - a how to guide on marketing your practice & managing the people in a fast growing national firm 24.02.2021

From the traditional trajectory of starting cadetship in an Accounting firm close to his hometown to becoming a partner at an early age of 30 then founding and directing his own fast growing national practice with a very unique model. We catch up with John Knight , Founder and Director of BusinessDepot to discuss: His Advice for young accountants on the fastest path to partnership Views on Commerc...

Chris Hooper - The Accounting Futurist & Innovator of the Year who has gone through the rise and fall of a fast growing global firm 09.02.2021

From starting his side hustles such as the WWF wrestling business as a 13 year old to becoming an accountant in a reputable Adelaide firm and then starting his own practice with his best friend in his early 20s to creating an innovative platform for sole practitioners in accounting to work for clients across the globe. We catch up with Chris Hooper , Founder and CEO of Accodex   How his fasci...

Sarah Lawrence – CFO of the Year Talks about Starting and Scaling a CFO Advisory Firm 15.12.2020

From humble beginnings in country NSW starting her career as a cadet in Audit to becoming a CFO and Financial Controller at some well know movie production businesses in her early 20’s and now running an award winning and technologically advanced CFO Advisory Firm. Sarah Lawrence , Founder & Chief Dreamer at Hot Toast joins us to share her: ✔ Journey from cadet in a regional firm to a Financia...

Brad Eisenhuth & Aidan Parsons - How to Successfully Deliver Business Advisory to your Clients and 5x your Fees 09.09.2020

They have partnered with the Chartered Accountants Australia and New Zealand to provide leaders in public practice the opportunity to take part in a hands-on, highly practical program which can successfully transition your practice into a sustainable and impactful Business Advisory practice. We catch up with Brad Eisenhuth and Aidan Parsons to discuss: ✔ Why they felt accounting firms struggle to...

Aly Garrett – Part 2 – Maximizing Growth through Technology and Outsourcing while Raising a Young Family 04.08.2020

Aly Garrett , Founder of All In Advisory joins us to DISCUSS: Working in a Big 4 vs a small firm Shares her message of what it’s like to be a female in the accounting industry and challenges she had to overcome Tech stack that she uses for her firm Leveraging your time as a business owner AND SETTING BOUNDARIES Outsourcing work overseas - how to set it up effectively and scale it Managing growth a...

Aly Garrett - Part 1 – Secret Recipe to Starting and Scaling a Profitable Accounting Firm 27.07.2020

Aly Garrett , Founder of All In Advisory joins us to share her: ✔ Amazing journey from cadet to Big 4 Director and now Boutique Accounting Firm Owner and ✔What advisory means and commoditise it and pitch it. ✔Challenges of being a female in the accounting industry and gaining credibility as a female business owner. ✔Balancing being a mum and running an accounting firm ✔Steps she took to build and...

Brett Kelly - Part 1 - How to get motivated and stay motivated in Business, Life And Family 14.07.2020

Brett Kelly is the Partner of one of the largest accounting firms in Australia , they are BRW Top 25 largest accounting firms in Australia with over 40 Directors and over 200 staff. Brett Kelly has more than twenty years commercial and professional accountancy experience. He specialises in assisting individuals and families who own private businesses. Brett founded Kelly+Partners Chartered Account...

Aaron Lavell – Creating one of the Largest Regional Firms, Succession Planning and Building a Strong Culture of Unity 29.06.2020

Running a firm is hard enough. Being a Managing Partner at a young age and building a firm into the largest tax and advisory practice on the Gold Coast is even harder (and it hasn’t all been smooth sailing)! Today we catch up with Aaron Lavell to discuss his journey from a young accountant at EY to dominating the accounting space and the challenges that went along with that. Some of the things we...

DMY - Best approach to selling and preparing your Accounting Firm for Sale 08.06.2020

COVID has had a tremendous impact on accounting firm and practitioners over the last couple of months. Today we talk with the Directors of DMY - Mark Emney and Daniel Jones where we discuss: Impact of COVID on firms and the level of M&A activity in the Accounting Firm space How to prepare for a future sale and what you should do now - you'll be surprised how long and when you should start What...

Rob Nixon - Growing your firm to $1m profit per Partner while working less than 500 hours 02.06.2020

On this episode, we talk about all the things accountants could be doing better and where they're going wrong.  Mistakes that are costing them huge potential increases in revenue, profits and lifestyle.  Now, Rob Nixon is not an accountant. Yet he has forged a niche to be one of the world’s foremost authorities on how accounting firms can achieve peak performance and his clients on avera...

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