Bean Counter to Boss - Powered by XBert

In this festive episode of the Bean Counter to Boss podcast, Santa, Rudolph, and Santa's Helper share their holiday experiences, discuss the busy season for accountants, and explore the fun and challenges of Christmas preparations. They delve into tax deductions for festive treats, share stories about Christmas presents, and debate their favourite holiday foods. Spoiler alert, someone doesn't like...

In episode six of Bean Counter to Boss, Will, Amy and James chat about one of the biggest challenges in running an accounting practice: pricing confidently . Amy reflects on starting out massively undercharging - cutting her old audit charge-out rate down to “mates rates” and how long it took to rebuild her pricing and confidence. She shares how tools like Ignition, repricing exercises, and unders...

In this episode, Leigh Stallard discusses the significance of video content in the accounting industry, sharing his journey from working in practice to founding a video production company. He emphasises how video can enhance client engagement, onboarding, and education, while also providing practical tips for accountants looking to leverage video in their practices. The conversation covers the imp...

In episode five of Bean Counter to Boss , hosts Will , Amy and James Goulsbra dig into the question every new firm faces: how do you win clients from a standing start? Amy shares how a single favour snowballed into steady work and why Facebook groups and Google reviews still matter. James talks through getting out of his comfort zone, using conversations to shape his offer, and why delegating mark...

In this guest episode of the Bean Counter to Boss podcast, hosts Will Rush and James Goulsbra sit down with Luke Farren , founder of The Modern Firm , to explore the realities of leaving corporate stability for entrepreneurial freedom. Luke shares his journey from leading integrations at Cooper Parry to launching The Modern Firm, a consultancy helping accountancy practices modernise through smarte...

In this episode of Bean Counter to Boss , Will, Amy, and James dive into the technology shaping the next generation of UK accounting firms . From automating workflows to managing clients smarter, it’s all about building a practice that runs efficiently — and scales effortlessly. 💡 You’ll discover: The essential tech stack every modern firm needs — including Xero, QuickBooks, XBert, and Ignition ....

In this insightful and entertaining episode, Will, Amy, and James sit down with Kev Lord , General Manager at FirmCheck , to talk all things AML compliance and why it’s the often-overlooked cornerstone of building a successful accounting practice. Kev shares his journey from FreeAgent and Chaser to leading FirmCheck, and dives deep into how modern AML software is transforming compliance from a pai...

In this episode, our trio dives into the nuts and bolts (and maybe a few laughs) of setting up your accounting business the right way from day one. Sole trader or limited company which structure actually makes sense for you? Then they’ll chat about whether finding your niche is a must or if staying flexible can still make you the go-to accountant in town. And of course, what’s a modern practice wi...

In this guest episode we sit down with the amazing Jeri Williams to chat through her journey, going out on your own and obviously the amazing work she does with other accountants and bookkeepers at The Digital Accountants Club. The Bean Counter to Boss podcast is powered by XBert. XBert is your trusty accounting and bookkeeping sidekick, tirelessly checking the data for errors and helping you mana...

Making the leap from employee to business owner is one of the most significant and often, most intimidating decisions in an accountant’s career. In this episode, we explore the mindset shifts that happen when you move from working for someone else to building your own practice. We’ll dig into the risks and rewards of striking out on your own, how to know if you’re ready, and what to expect on the...

Lets get to know Amy and James! Where did it all start, what got them in to accounting and who is the person behind the accountancy firm owner! The Bean Counter to Boss podcast is powered by XBert. XBert is your trusty accounting and bookkeeping sidekick, tirelessly checking the data for errors and helping you manage workflow easily. Process, visibility and data quality control in one AI driven sy...