Humanise The Numbers - for ambitious accountants in practice

I'd be surprised if any accountant would disagree with the fact that client loyalty is the cornerstone of the fees, profits, and capital value of their firm. Also very few firms would disagree or argue with the fact that the clients that feel loyal to your firm do so because of the quality of the relationship you have with them.  Very few firms, it seems to me, and in my experience actually t...

How on earth, as a firm of accountants do you manage the ever-increasing workload thanks to new clients, thanks to extra work from existing clients and the fact that it's really tough to recruit more good people into your firm? And that seems to be getting harder, doesn't it? On this podcast discussion with Jenny Cessini of Davis Grant in Ilford (a five partner firm with 40 people in the...

What does it take for a firm, even a specialist niche firm, to grow substantially, year-on-year, for over a decade?  In this podcast discussion with Rob Whittall of Dyke Yaxley, USA, Rob shares the insights, ideas and strategies that have helped him grow his firm and build two teams, one in the US and one in the UK. He will also share how his specialist firm helps UK and US businesses, as well as...

How on earth do you and your team, your colleagues, your firm as a whole, engage in meaningful, tangible conversations with clients, demonstrating that your firm delivers real value? In this Humanise The Numbers podcast discussion with Paul Kennedy of OBK, a relatively small firm north of London, we discover that for decades Paul has been a keen student of Ron Baker, Rick Payne and Bootcamp, and h...

How do you grow an accounting firm from zero to a million in 10 years and then set about growing the 1 million pound turnover firm that you've now got into a 2 million pound turnover firm in the next five years or less? Well, according to Sian Kelly, what you do and what she has done is put client experience and client care front and central in everything this firm does. And every improvement...

It's a challenging question to ask you how committed you are to the mental well-being of your team. During tumultuous and trying times it's an important question, and I'm sure you're doing everything you can to facilitate, assist support your team so that they thrive as well as supporting your clients so that they thrive too. In this Humanise The Numbers podcast discussion with...

Leading and managing change is tough. The bigger the team, the bigger the challenge. So how do you transform an old style partner led multi-office firm into one that's strategy and corporate led with crystal clear functions, roles, and responsibilities for everyone across the firm - that fully engages with, or is it at least on the journey to fully engaging with everyone in the team? On this...

Why on earth, would you take a blind bit of notice of a technologist talking about Humanise The Numbers for an accountancy practice like yours?  Well, over the years, Matt Flanagan from BlueHub has built a reputation for really knowing his onions when it comes to the technology, but because he's helped so many firms install, implement, and habitualise technology across their firms, he sort of...

How does an accountancy firm, how does your accountancy firm master the dark arts of marketing, so that you become successful at generating leads, high quality future clients for your firm, so that you can build your fees, build your profits and build the capital value of your firm? Well, on this Humanise The Numbers podcast discussion with Mike Crook, you'll hear Mike share his profound and...

One of the key drivers for the future success of your accounting firm is your ability to win new high value clients, new high value work for new clients, as well as certainly cross selling additional services to your existing clients. Well on this Humanise The Numbers podcast discussion with Jenny Sparks of Cedar and Co in Derby, you'll hear Jenny share her insights from working as a marketee...

How do you Humanise the Numbers in your firm, so that the people in your firm and the clients you work with connect in a much deeper way and as a result, your clients are more sticky, they buy more from you and they even recommend you more than they otherwise would of done? On this Humanise The Numbers podcast with Vipul Sheth of AdvanceTrack Outsourcing you'll hear Vipul share a number of in...

This is podcast two of five of the ACCA strategy series. What does an accountancy firm do to make strategy really come to life in their firm? On this Humanise The Numbers podcast, you'll hear Glen, Phil and Gareth from two different accounting firms talk about what has to happen in their firms so that their vision, their purpose, their values really come to life. They’ve worked out how to mak...

How do you brilliantly promote your firm, market your firm, so that you attract and win ideal clients? On this Humanise The Numbers podcast discussion with Jo Edwards of JE Consulting, you'll hear Jo describe in detail the things that her and her substantial team of marketers do for in excess of a hundred accounting firms. She's a specialist marketer for accountancy firms. So why not, if...

It's not uncommon for a firm of accountants to consider the idea of focusing on and marketing to a niche sector, or to even focus on several niche sectors. But how do you successfully grow a niche-focused accountancy firm? In this podcast discussion with Carl Reader you'll hear Carl unpack some of the deep, valuable, insightful ways that he and his team at d&t Chartered Accountants h...

How do you really humanise the numbers in your firm? And by that, I mean, how do you deeply connect with your team and with your clients, so that you transform the results of your firm? In this podcast discussion with Carl Reader, the first of two podcasts recorded. you'll hear Carl's passion, verve, and zeal for the humanity that he believes is necessary to run a successful accounting f...

In this fascinating discussion I'm talking with Alison Blackler of 2minds.  Alison is a transformational mind coach, speaker and author - what that means is that she supports and helps people work with their minds to transform how they view themselves and the world around them. As Alison says ' basically anywhere where there is a mind I can pop up and hopefully help them.'   During...

What does it take to capture and demonstrate the value you're delivering to your clients? In this podcast discussion you'll hear from Michael Carthy of Carthy Accountants in Stafford. Michael talks about the 'value register' they keep for every one of their 300 limited company clients and how he's skilled up his team to ask the goals questions - what do you want to achieve...

What can you do to grow the commerciality of your people so that they drive the fees, they drive the profits and they drive the capital value of growth in your accountancy firm. On this Humanise The Numbers podcast discussion with Rob Walsh, you'll hear Rob describe how he grew the commerciality of his team so that he did less, they did more, and they contributed significantly to the growth o...

In this Humanise The Numbers podcast interview with Sean Farnell from the six office firm Burgis and Bullock Chartered Accountants in the Midlands,  you'll hear Sean sharing his insights and what and how they ensure enough points of contact between the management team and the production team and the impact, the positive impact it has on their firm. You'll also hear how lockdown has broug...

In our experience over the last couple of decades of working with Accountancy firms, we have an appreciation that every firm, at some point in their history have experienced the frustrating challenges of a lack of people, a lack of time resource, which holds the growth, the future success of their firm back from what they want. Sometimes even that lack of people in time resource can undermine the...

To what extent have you, your colleagues, your firm been looking at the efficiency, the effectiveness, the productiveness of your accounts and tax teams whilst in the working from home locked down world we’ve been living in in recent times? Certainly I've been experiencing a number of conversations with a number of firms around time sheets and  as a result I was stimulated by one of those fir...

Most firms of accountants are working on the transition from being entirely compliance-oriented firms of accountants, to firms that are doing both compliance and advisory.  Some have got a really healthy advisory part to their practices and have that compliance work taking place as well, but very few firms are advisory only, but Rob Boll in his firm of 30 people called Evoke is dedicated entirely...

How do you and your firm measure the impact you have on your business owners lives, your client's lives. And what difference does that impact have for your clients? On this Humanise The Numbers podcast with Harvee Pene from Brisbane, Australia, you'll hear Harvee describe the crystal clear way they've worked out how to measure the impact they have on their clients lives and the diff...

Nikki and Nigel are rightly proud of the high levels of enthusiasm and motivation their team demonstrate on a daily basis in their firm. They face challenges like all firms face challenges but with their team fully on board with their vision and values, going to work is no chore. So what are they doing exactly, to create a working environment that creates enthusiasm and zeal in their team? A zeal...

I'd be surprised if any accountant, any accountancy firm wouldn't want to work with high-growth, ambitious entrepreneurial business owners. And that's exactly what Steve Timmis at Sempar Accountants is doing. In fact. Steve and his team are doing it so well that they're growing fees by between 30% and 50% per annum in recent years and despite only starting the firm in 2016 they...