Is bad marketing killing your firm? A conversation with Karen Reyburn

Karen Reyburn

Musicals, marketing and macro challenges, with Adam Pritchard

Adam Pritchard

The joint fun between cannabis and crypto accounting with Zach Gordon

Zach Gordon

Digital transformation, empowering with business insights, and 4-day workweeks with Ryan Pearcy

Ryan Percy

Ryan Pearcy

How to fall back in love with your practice, with Lynda Steffens

Lynda Steffens

A mission that's larger than life, with Greg Daley

GregDaley

Greg Daley

What got us here might not get us there

Jeremy Allen

What success really means, the state of UK accounting, and the strength of community

Heather Townsend

Improving life for your customers, powering prosperity, and not doing it on your own

Jorge Olavarrieta

Making a difference through closing deals, selling services and client relationships

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James Ashford

The effect of having a designated motivator, defining the why, and creating an all-star tech stack

Dawn Brolin headshot

Dawn Brolin

Calculated risks and lifetime learning are the keys to success

Bruce Phillips Headshot

Bruce Phillips

Helping clients tell their story, building long-lasting partnerships and automating the accounting industry

Steph Hinds headshot

Steph Hinds

Networking, the benefits of running a small firm and saying ‘no’

Gary Wood Headshot

Gary Wood

Working with your dad, creating the ultimate client experience and technologies that the industry needs

BernieandJasonAckerman

Bernie & Jason Ackerman

Navigating the crypto and tax world, and the trends you need to know, with Zac McClure and Arthur Teller

Arthur Teller

Arthur Teller & Zac McClure

Accounting in rural New Zealand, the talent shortage, and what young accountants need to know

Marilyn Davies

Cannabis accounting, government roadblocks and client stories

Katye Maxson Landis

Entrepreneurship, content and professional journeys

Joyce Ong

Living around the world, working with contractors, and construction accounting

Leeroy Beeby

What it takes to grow your company, expanding verticals, and application of data analytics

Alastair Barlow

Running an accounting firm from an RV

Chad Davis

Bringing value by doing what you love

KellieParks

Kellie Parks

Building a tech accounting firm the right way 

EnricoPalmerino2

Enrico Palmerino

What cartels and accountants have in common

Scott Scarano - headshot

Scott Scarano

Empowering women through accounting

KatieBryan

Katie Bryan

Crypto accounting, blockchain, and the metaverse

JoeDavid

Joe David

The importance of diversity and inclusion

CrystalCooke,jpg

Crystal Cooke

The pros and cons of company growth

KenjiKuramoto

Kenji Kuramoto

Go remote or go home: Why remote work is the key to success for any modern accounting firm

JeffPhillips

Jeff Phillips

Deep-diving into the challenges of leadership

MatthewMay

Matthew May

The secrets to growing your business without sacrificing your life

EdChan

Ed Chan

Post-pandemic work-life, Pomodoro, and the future of technology

Jeremy Hyman

Can AI battle the Great Resignation in accounting? 

SimonLanglois

Simon Langlois

From serving tables to building a leading accounting integrations system

MartinChee

Martin Chee

Why I invested in Karbon

DaveYuan

David Yuan

Enacting change: One tech tool and one inmate at a time

AndrewJordon

Andrew Jordon

Acquiring a business the right way

Chris Williams

Small town accounting and big city finances

KyleBryant

Kyle Bryant

How Twyla Verhelst is influencing the next generation of accountants

TwylaVerhelst2

Twyla Verhelst

In the business of helping businesses: How Martin Bown found his purpose as an accountant

MartinBown

Martin Bown

Water cooler talks, high-profile clients, and strategic expansion with Gary Bell

Gary Bell

An accountant’s mission to change livelihoods

GraemeTennick

Graeme Tennick

It’s high time for cannabis accounting: How Andrew Hunzicker is transforming services for this niche market

AndrewHunzicker

Andrew Hunzicker

E-commerce accounting: the evolving niche

JoeCox

Joe Cox

When entrepreneurship is in your blood

MichaelLy

Michael Ly

Friendly fire between Karbon and IRIS

JimDunham

Jim Dunham

Full-bodied wine and accounting

Zane Stevens

The life-changing impact of good mentorship. A conversation with Jamie Johns.

Jamie Johns Headshot

Jamie Johns

Helping clients become leaders of their own enterprises with Susan Bryant

Susan Bryant Headshot

Susan Bryant

Serial entrepreneurship, winery accounting, and setting family OKRs with Pedro Noyola

Pedro Noyola Headshot

Pedro Noyola

50th episode special: Flipping the tables on Stuart McLeod (with Jess Marcello & George Connor)

Jess, George, and Stuart Headshot

Jess, George, and Stuart

The importance of connection, shared values, and winning decisions

Tim Munro

Timothy Munro

Building a scalable, systematic firm that doesn’t drive you into the ground

Ryan Lazanis

Knowing your purpose, educating, and building communities

Jason Blumer

Jason Blumer, CPA

Balancing work with family, avoiding burnout, and running a female-only firm

KyleneOConnorCarse

Kylene O’Connor Carse

The inside story of GoProposal’s acquisition by Sage

Hiring effective workers, scaling your company and utilizing marketing for firm growth

DavidDiNardo

David DiNardo

Being responsively responsive, adopting technology, and providing expert evidence in court

OhranGobrin

Ohran Gobrin

<div>Karen Reyburn is no stranger to change. She grew up in Arizona yet found her home-away-from-home in Scotland. She began her career as an auditor but discovered her true spark in marketing—a realization that ultimately led her to founding The Profitable Firm, a creative agency dedicated to serving accountants. In this episode, Karen shares her journey of living in two worlds, the power of marketing for accountants, and her growth philosophy of 'better over more'.</div><ul><li>Karen's journey from the US to Scotland (1:28)</li><li>Connecting with a culture that's not your own (2:15)</li><li>A temporary move that turned permanent (3:00)</li><li>Enjoying the natural beauty of Arizona and Scotland (5:30)</li><li>Karen's first job as a state auditor (8:00)</li><li>The worthy challenge of immigrating to a place you love (11:10)</li><li>How Karen got into marketing as an accountant (13:00)</li><li>Filling the marketing gap for accountants (16:00)</li><li>Not chasing growth for growth's sake (17:10)</li><li>Using marketing to attract ideal clients (18:00)</li><li>Bad marketing kills referrals (19:45)</li><li>Helping accountants reveal their greatness through marketing (21:30)</li><li>Consistency is the key to success (23:08)</li><li>Karen's favorite client success stories (24:00)</li><li>Top marketing tips for accountants (26:00)</li><li>The joys of working with clients who align with your values (31:00)</li><li>When in Rome, do as the Romans do (35:50)</li><li>The quirks of living in two cultures (38:30)</li><li>Beautiful places to visit in Scotland (41:30)</li></ul>

Karen Reyburn is no stranger to change. She grew up in Arizona yet found her home-away-from-home in Scotland. She began her career as an auditor but discovered her true spark in marketing—a realization that ultimately led her to founding The Profitable Firm, a creative agency dedicated to serving accountants. In this episode, Karen shares her journey of living in two worlds, the power of marketing for accountants, and her growth philosophy of 'better over more'.

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<div>Adam Pritchard of UK firm, Linford Grey, joins Stuart to share his unique journey from touring the country appearing in on-stage musicals to starting his own accountancy practice. Adam talks about the challenges of helping his clients navigate the global pandemic, moving from one crisis to the next, and how he is building the type of business that he is proud of, enjoys, and provides a platform for his staff to develop and grow.</div><ul><li>Wedding bells (1:30)</li><li>Life through the pandemic for Linford Grey (4:00)</li><li>A journey from singing and dancing to accounting (5:10)</li><li>Prioritizing marketing to drive growth (8:00)</li><li>Favorite musicals and a national tour for "Jesus Christ Superstar" (9:50)</li><li>Starting in accounting by starting your own firm (12:40)</li><li>Why the name Linford Grey? (15:15)</li><li>A niche in using technology to transform businesses (42:20)</li><li>Helping hospitality clients navigate the pandemic (21:30)</li><li>Running a business during COVID, Brexit, a declining economy, the war in Ukraine, an energy crisis and other macro challenges (26:20)</li><li>Adam's proudest client success story (32:00)</li><li>Dealing with bad clients (35:30)</li><li>A message to Linford Grey staff (36:00)</li></ul>

Adam Pritchard of UK firm, Linford Grey, joins Stuart to share his unique journey from touring the country appearing in on-stage musicals to starting his own accountancy practice. Adam talks about the challenges of helping his clients navigate the global pandemic, moving from one crisis to the next, and how he is building the type of business that he is proud of, enjoys, and provides a platform for his staff to develop and grow.

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<div>Zach Gordon is the VP of Accounting at Propeller Industries, an enterprise-grade financial service firm for high-growth startups. In this episode, he shares how he developed a speciality in cannabis and crypto accounting, the intricacies of serving clients in these highly regulated industries, and his plan for making accounting an attractive profession for young people again.</div><ul><li>Moving from public accounting to private equity (2:15)</li><li>Zach’s first B2C tech startup experience (4:00)</li><li>How Zach got into the crypto and cannabis accounting field (6:05)</li><li>The intricacies of cannabis accounting and taxes (9:42)</li><li>Overlap between two highly regulated industries (11:50)</li><li>Helping clients navigate crypto assets on the balance sheet (13:00)</li><li>What makes Propeller Industries special (16:24)</li><li>Making an impact for clients in the boardrooms (20:50)</li><li>What’s next for Zach (22:15)</li><li>Attracting fresh talent to the accounting profession (23:00)</li><li>The fallacies of billable hours (28:00)</li></ul>

Zach Gordon is the VP of Accounting at Propeller Industries, an enterprise-grade financial service firm for high-growth startups. In this episode, he shares how he developed a speciality in cannabis and crypto accounting, the intricacies of serving clients in these highly regulated industries, and his plan for making accounting an attractive profession for young people again.

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<ul><li>First meeting at Accountex London 2018 (1:00)</li><li>Ryan's journey to accounting (2:00)</li><li>Moving from a small to a large to a mid-tier firm (5:20)</li><li>Empowering clients with the right business insights (9:00)</li><li>Harnessing the power of technology with SB Digital (14:50)</li><li>The benefits of being vendor agnostic (17:00)</li><li>Can the 4-day work week come to accounting (19:20)</li><li>Has the accounting talent pool shrunk? (20:00)</li><li>The most significant impact of accounting technology (23:00)</li><li>What impact will the UK leadership turmoil have on HMRC? (27:40)</li></ul><div><br></div>

Digital transformation expert, self-declared geek and fellow podcast host, Ryan Pearcy, joins Stuart to share his accounting journey. Together, they discuss the joys of empowering clients with the right business insights, the impacts of technology in accounting over the last two decades, and why the four-day workweek is less likely to be adopted by accounting firms than other businesses.

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<div>Lynda Steffens found her calling in accounting at a young age. She saw the impact of a good accountant early on through her family's farming business. In this episode, Lynda sits down with Stuart to look back at her journey from running her own practice to uplifting other accounting firm owners. They exchange thoughts on the image problem of the accounting industry today and share ideas on how we can make accounting sexy again.<br><br></div><div><strong>Episode notes:</strong></div><ul><li>Backpacking across Europe (01:48)</li><li>How Lynda found her calling in accounting at 14 years old (02:19)</li><li>How her family’s farming business cultivated her work ethics (03:20)</li><li>Lynda’s first accounting job at a regional firm (06:15)</li><li>Connecting with local business clients (07:20)</li><li>The accounting industry’s image problem (11:23)</li><li>Being willing and able to embrace change (14:46)</li><li>Why automation won’t replace humans (17:06)</li><li>Making accounting sexy again (20:00)</li><li>Lynda’s deep passion for helping others succeed (21:54)</li><li>The role of personal development in entrepreneurship (25:08)</li><li>How Lynda enabled a client to transition from compliance to advisory services (29:57)</li><li>The fulfillment of aligning your work with your purpose (34:45)</li></ul><div>You can learn more about Lynda and The Small Business Project here: https://thesmallbusinessproject.com.au/</div>

Lynda Steffens found her calling in accounting at a young age. She saw the impact of a good accountant early on through her family's farming business. In this episode, Lynda sits down with Stuart to look back at her journey from running her own practice to uplifting other accounting firm owners. They exchange thoughts on the image problem of the accounting industry today and share ideas on how we can make accounting sexy again.

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<div>Greg Daley is the Chief Visionary at Parable, an accounting firm focussing on the church niche. In this inspiring episode, Greg discusses his journey from being a pastor to starting an accounting practice with his wife and growing that into a business that serves 230 churches across 42 US states. He shares why churches are similar to any business, his plan to grow to 1,000 clients, why the journey to the cloud has never been more apt, and the literal life-changing impacts that his firm has on its clients.<br><br>Together, they discuss:</div><ul><li>Telling the Parable story on stage at Karbon X (2:00)</li><li>The evolution from a side gig to a family company (4:00)</li><li>Specializing in accounting for churches (9:00)</li><li>The growth or decline of religion as an industry (13:00)</li><li>How churches adapted during COVID (16:00)</li><li>Taking technology to church (19:30)</li><li>What client onboarding looks like for church clients (20:40)</li><li>Parable's plan for growing to 1,000 clients (24:00)</li><li>Other firms and accountants that are helping churches grow (27:00)</li><li>Beyond bookkeeping and strategic services for churches (28:00)</li><li>Being remote and adopting Zoom before it was cool (30:00)</li><li>The staff who are attracted to working at Parable and identify with the mission (32:00)</li><li>A mission or vision that's larger than themselves (33:00)</li><li>Strategies to increase giving, and what that giving can do (36:50)</li><li>The Karbon community (44:10)</li></ul>

Greg Daley is the Chief Visionary at Parable, an accounting firm focussing on the church niche. In this inspiring episode, Greg discusses his journey from being a pastor to starting an accounting practice with his wife and growing that into a business that serves 230 churches across 42 US states. He shares why churches are similar to any business, his plan to grow to 1,000 clients, why the journey to the cloud has never been more apt, and the literal life-changing impacts that his firm has on its clients.

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<div>Pedro Noyola is the CEO of Balanced Business Group, an outsourced accounting and bookkeeping firm serving small boutique wineries. In this episode, Pedro shares his career journey from working at Deloitte, to acquiring his 10th business. Stuart and Pedro also chat about cars, serving winery clients, and balancing family, fun, and career as an entrepreneur.<br><br><strong>Episode notes:</strong></div><ul><li>Pedro's Texas upbringing (2:31)</li><li>What he learned from working at Deloitte (3:42)</li><li>His first entrepreneurial venture (6:00)</li><li>Meeting life-changing friends at a car startup (7:43)</li><li>The rise and fall of the car startup (13:40)</li><li>Acquiring Balanced Business Group (23:19)</li><li>What makes winery accounting and winery clients so special (25:43)</li><li>How Pedro and his wife use family OKRs to take on life's challenges (32:37)</li><li>Enjoying life in San Francisco (42:49)</li><li>What's next on Pedro's acquisition roadmap (48:26)</li></ul>

Pedro Noyola is the CEO of Balanced Business Group, an outsourced accounting and bookkeeping firm serving small boutique wineries. In this episode, Pedro shares his career journey from working at Deloitte, to acquiring his 10th business. Stuart and Pedro also chat about cars, serving winery clients, and balancing family, fun, and career as an entrepreneur.

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<div>Susan Bryant is the Principal of MB Group, a public accounting firm headquartered in Plano, TX. Susan and her team are dedicated to transforming businesses by maturing their finance function. In this episode, Susan shares her journey to public accounting, leadership insights, and the secret recipe that consistently delivers financial success for her clients.<br><br>Together, they discuss:</div><ul><li>The return of live, in-person events (2:00)</li><li>How Susan got into accounting (2:45)</li><li>Susan's first job as a bank teller (4:10)</li><li>Taking a pay cut from banking to public accounting (4:30)</li><li>Learning the practice of public accounting on the job (5:20)</li><li>Joining MB Group (8:24)</li><li>Susan's take on the definition of leadership (9:30)</li><li>How COVID differentiated businesses with solid financial advisors (12:26)</li><li>Industries that thrived during the pandemic (14:25)</li><li>The future of hybrid work and talent (15:20)</li><li>Implementing technology to modernize the firm (18:57)</li><li>Strategic planning for clients (21:49)</li><li>How the MB Group helped ZigZag Stripe thrive during COVID (26:19)</li><li>Celebrating clients' most successful moments (29:01)</li></ul>

Susan Bryant is the Principal of MB Group, a public accounting firm headquartered in Plano, TX. Susan and her team are dedicated to transforming businesses by maturing their finance function. In this episode, Susan chats with Stuart about her journey to public accounting, leadership insights, and the secret recipe that consistently delivers financial success for her clients.

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<div>Jamie Johns is the CEO &amp; Founder of Australian firm, Sky Accountants. He also co-founded Wize Mentoring, along with Ed Chan and Brenton Ward to provide business coaching and personal development services to accounting firm owners who want to elevate their practice. In this episode, Jamie and Stuart discuss Jamie’s entrepreneurial journey to accountancy and business coaching, the life-changing impact of good mentors, and how Wize Mentoring is shaping the next generation of accounting talent and leaders.<br><br>Together they discuss:</div><ul><li>Friendy catchup with Jamie Johns (1:00)</li><li>California has a larger GDP than Australia (02:49)</li><li>How Jamie went into business instead of farming (05:38)</li><li>The technology landscape in the late 90s and early 2000s (07:53)</li><li>The early days of MYOB and accounting software (16:39)</li><li>Teaching QuickBooks to local small businesses (17:37)</li><li>The path to entrepreneurship (18:59)</li><li>How Jamie’s first client built a sunglasses empire as a bricklayer (20:10)</li><li>The devastating struggles of scaling up (29:59)</li><li>Two motivators that kept Jamie going (32:36)</li><li>Life-changing mentorship from Ed Chan (35:50)</li><li>Growing Wize Mentoring (38:41)</li><li>Booming mentoring services for accounting firms (40:16)</li><li>Cooking up WizeTalent (43:07)</li><li>The hiring methodology of Topgrading (43:37)</li><li>Talents without borders (45:04)</li></ul>

Jamie Johns is the CEO &amp; Founder of Australian firm, Sky Accountants. He also co-founded Wize Mentoring, along with Ed Chan and Brenton Ward to provide business coaching and personal development services to accounting firm owners who want to elevate their practice. In this episode, Jamie and Stuart discuss Jamie’s entrepreneurial journey to accountancy and business coaching, the life-changing impact of good mentors, and how Wize Mentoring is shaping the next generation of accounting talent and leaders.

Jamie Johns is the CEO & Founder of Australian firm, Sky Accountants. He also co-founded Wize Mentoring, along with Ed Chan and Brenton Ward to provide business coaching and personal development services to accounting firm owners who want to elevate their practice. In this episode, Jamie and Stuart discuss Jamie’s entrepreneurial journey to accountancy and business coaching, the life-changing impact of good mentors, and how Wize Mentoring is shaping the next generation of accounting talent and leaders.

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<div>This episode marks the Accounting Leaders Podcast’s 50th release. To celebrate, we flipped the tables on our show host and Karbon CEO, Stuart McLeod. No question was off limits. In this episode, Karbon’s Content Marketing Specialist, Jess Marcello, and Marketing Development Manager, George Connor, had a lively conversation with Stuart about the hardest part of running a growing firm, how to find meaning and purpose in work, Karbon’s culture, Stuart’s favorite Karbon employee, and everything in between.<br><br>In this episode, you'll find:</div><ul><li>A special note from the Karbon team (00:01)</li><li>Welcome Jess and George (01:05)</li><li>Karbon offices (03:00)</li><li>Stuart’s childhood in Australia (4:30)</li><li>Stuart’s pets and Karbon’s (secret) pet page (07:00)</li><li>The hardest part about running Karbon (09:10)</li><li>Challenges of keeping a growing team aligned (11:00)</li><li>How to keep everyone in the company happy (13:00)</li><li>How to find meaning and purpose in work (14:30)</li><li>What is Karbon’s culture? (19:00)</li><li>Karbon’s three objectives (21:00)</li><li>Stuart’s dreams when he was growing up (24:30)</li><li>Why Stuart was a terrible employee (28:00)</li><li>The dream size of Karbon (29:30)</li><li>Stuart’s fears (31:20)</li><li>Freewill or destiny? (32:40)</li><li>Hydrofoil surfing (35:00)</li><li>Getting bored (36:00)</li><li>Who is Stuart’s favorite employee? (37:10)</li><li>Magic sword vs. magic shield (39:00</li></ul><div>As promised at the beginning of this episode, you can read <a href="https://www.linkedin.com/posts/stuartwmcleod_changes-to-the-karbon-team-activity-6975257833852342272-Hlbd?utm_source=share&amp;utm_medium=member_desktop">Stuart's letter to all employees</a> regarding Karbon's recent company restructure, and find the list of talented ex-Karbon employees who are now available for work <a href="https://www.linkedin.com/posts/stuartwmcleod_karbon-available-talent-activity-6975982897316909056-KLdi?utm_source=share&amp;utm_medium=member_desktop">here</a>.</div><div><br><br></div>

This episode marks the Accounting Leaders Podcast’s 50th release. To celebrate, we flipped the tables on our show host and Karbon CEO, Stuart McLeod. No question was off limits. In this episode, Karbon’s Content Marketing Specialist, Jess Marcello, and Marketing Development Manager, George Connor, had a lively conversation with Stuart about the hardest part of running a growing firm, how to find meaning and purpose in work, Karbon’s culture, Stuart’s favorite Karbon employee, and everything in between.

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<div>Zane Stevens is the Director of Protea Financial—an accounting and bookkeeping firm specializing in wineries. In this episode, Zane talks about his life in South Africa, how he got into accounting, and what made him move to the US to start working in the winery consulting space. Zane and Stuart discuss what’s unique about winery accounting, how they attract clients, and what the future holds for Protea Financial.<br><br>Together they discuss:</div><ul><li>Growing up and going to college in South Africa (00:30)</li><li>The start of Zane’s accounting career (02:00)</li><li>Zane’s experience at KPMG (04:00)</li><li>Pivoting to consulting work (06:40)</li><li>Moving to Cape Town and working in IT consulting (08:00)</li><li>Leaving KPMG and moving to the US (09:00)</li><li>Entering the winery consulting space (12:30)</li><li>Characteristics of winery accounting (15:30)</li><li>The process of building the structure (18:30)</li><li>Balancing work and family (19:30)</li><li>Ways to attract new clients (21:40)</li><li>What’s next for Protea Financial (25:30)</li><li>Client stories (29:20)</li></ul>

Zane Stevens is the Director of Protea Financial—an accounting and bookkeeping firm specializing in wineries. In this episode, Zane talks about his life in South Africa, how he got into accounting, and what made him move to the US to start working in the winery consulting space. Zane and Stuart discuss what’s unique about winery accounting, how they attract clients, and what the future holds for Protea Financial.

Full-bodied wine and accounting with Zane Stevens

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<div>Jim Dunham is the President and General Manager of IRIS Software Group. With over 25 years of experience leading enterprise software companies across the public and private sectors, Jim is a seasoned executive in accountancy and tax markets. In this episode, Jim shares the story of his professional journey, his experience working in different industries, and how he ended up in accounting. Stuart and Jim discuss how cloud technology changed everything, how it developed over time, and where the most value is created.<br><br>Together they discuss:</div><ul><li>Jim’s role at IRIS (0:40)</li><li>How Jim started with accounting software (2:00)</li><li>Accounting payroll systems (6:00)</li><li>Jim’s experience working in the military (9:00)</li><li>Early years of operating systems (12:00)</li><li>Jim’s underwater videography hobby (14:00)</li><li>COVID’s influence on the US accounting market (18:00)</li><li>Comparison between the UK and US markets (24:00)</li><li>Acquisitions by IRIS (27:30)</li><li>Creating value (33:00)</li><li>Application of technology in the advisory services (35:00)</li></ul>

Jim Dunham is the President and General Manager of IRIS Software Group. With over 25 years of experience leading enterprise software companies across the public and private sectors, Jim is a seasoned executive in accountancy and tax markets. In this episode, Jim shares the story of his professional journey, his experience working in different industries, and how he ended up in accounting. Stuart and Jim discuss how cloud technology changed everything, how it developed over time, and where the most value is created.

Friendly fire between Karbon and IRIS. A conversation with Jim Dunham

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<div>Michael Ly is the Founder and CEO of Reconciled—a virtual bookkeeping and accounting firm for busy business owners and entrepreneurs across the US. He is also a Co-Founder of PunchPay—a small micro-loan fintech startup that offers post-payment and micro-installment loans for small business expenses. In this episode, Michael shares with Stuart how his family escaped Cambodia as refugees and relied on entrepreneurship to survive the new world, his introduction to accounting, and the entrepreneurial spirit running throughout his family.&nbsp;<br><br>Together they discuss:</div><ul><li>Michael’s journey in accounting and entrepreneurship (1:20)</li><li>The story of Michael’s parents (3:30)</li><li>The experience of growing up in the US (5:00)</li><li>Michael’s family’s entrepreneurial spirit (08:00)</li><li>Skiing in Burlington, Vermont (10:00)</li><li>The story of founding Reconciled (12:00)</li><li>Growth management and the tech stack at Reconciled (14:30)</li><li>The story of founding PunchPay (16:30)</li><li>The niche of micro-businesses (19:00)</li><li>The future of Reconciled and PunchPay (21:00)</li><li>Growth strategy at Reconciled (22:00)</li></ul><div><br><br></div>

Michael Ly is the Founder and CEO of Reconciled—a virtual bookkeeping and accounting firm for busy business owners and entrepreneurs across the US. He is also a Co-Founder of PunchPay—a small micro-loan fintech startup that offers post-payment and micro-installment loans for small business expenses. In this episode, Michael shares how his family escaped Cambodia as refugees and relied on entrepreneurship to survive the new world, his introduction to accounting, and the entrepreneurial spirit running throughout his family.

When entrepreneurship is in your blood. A conversation with Michael Ly

https://share.transistor.fm/s/792c739a/transcript.txt

<div>Joe Cox is the Founder and Managing Partner of Ecommerce Accountants LLP—the leading accountancy in the UK for e-commerce businesses. In this episode, Joe shares his story of being an e-commerce seller who spotted an opportunity to serve like-minded entrepreneurs in the accounting domain (eventually creating Ecommerce Accountants). Joe and Stuart discuss the trajectory of Ecommerce Accountants, their tech stack, the nuances of working in this niche, the impact of COVID and Brexit on e-commerce, and Joe’s passion for traveling.<br><br>Together they discuss:</div><ul><li>Joe’s trip to Karbon X (1:20)</li><li>Growth and marketing at Ecommerce Accountants (2:30)</li><li>Joe’s professional journey and the story of Ecommerce Accountants (5:20)</li><li>The fun of being an e-commerce accountant vs. an e-commerce seller (8:00)</li><li>Watching clients grow along the way (9:10)</li><li>Impact of COVID and Brexit on e-commerce (10:30)</li><li>What it’s like working at Ecommerce Accountants (13:30)</li><li>Workforce and types of clients at Ecommerce Accountants (14:50)</li><li>Plans on a geographical expansion (17:00)</li><li>How Karbon can help with segmenting businesses geographically (18:10)</li><li>The tech stack at Eccomerce Accountants (19:10)</li><li>Reporting to clients (22:40)</li><li>The idea of creating benchmarks for clients (25:00)</li><li>The main supplier of e-commerce products (28:20)</li><li>What’s going on in Joe’s life (29:30)</li></ul>

Joe Cox is the Founder and Managing Partner of Ecommerce Accountants LLP—the leading accountancy in the UK for e-commerce businesses. In this episode, Joe shares his story of being an e-commerce seller who spotted an opportunity to serve like-minded entrepreneurs in the accounting domain (eventually creating Ecommerce Accountants). Joe and Stuart discuss the trajectory of Ecommerce Accountants, their tech stack, the nuances of working in this niche, the impact of COVID and Brexit on e-commerce, and Joe’s passion for traveling.

E-commerce accounting: the evolving niche with Joe Cox

https://share.transistor.fm/s/e6e90b03/transcript.txt

Accounting Leaders Podcast

Hosted by Stuart McLeod

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