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

GregDaley

Greg Daley

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

Pedro Noyola Headshot

Pedro Noyola

Helping clients become leaders of their own enterprises with Susan Bryant

Susan Bryant Headshot

Susan Bryant

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

Jamie Johns Headshot

Jamie Johns

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

Jess, George, and Stuart Headshot

Jess, George, and Stuart

Full-bodied wine and accounting

Zane Stevens

Friendly fire between Karbon and IRIS

JimDunham

Jim Dunham

When entrepreneurship is in your blood

MichaelLy

Michael Ly

E-commerce accounting: the evolving niche

JoeCox

Joe Cox

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

AndrewHunzicker

Andrew Hunzicker

An accountant’s mission to change livelihoods

GraemeTennick

Graeme Tennick

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

Gary Bell

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

MartinBown

Martin Bown

How Twyla Verhelst is influencing the next generation of accountants

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Twyla Verhelst

Small town accounting and big city finances

KyleBryant

Kyle Bryant

Acquiring a business the right way

Chris Williams

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

AndrewJordon

Andrew Jordon

Why I invested in Karbon

DaveYuan

David Yuan

From serving tables to building a leading accounting integrations system

MartinChee

Martin Chee

Can AI battle the Great Resignation in accounting? 

SimonLanglois

Simon Langlois

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

Jeremy Hyman

The secrets to growing your business without sacrificing your life

EdChan

Ed Chan

Deep-diving into the challenges of leadership

MatthewMay

Matthew May

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

JeffPhillips

Jeff Phillips

The pros and cons of company growth

KenjiKuramoto

Kenji Kuramoto

The importance of diversity and inclusion

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Crystal Cooke

Crypto accounting, blockchain, and the metaverse

JoeDavid

Joe David

Empowering women through accounting

KatieBryan

Katie Bryan

What cartels and accountants have in common

Scott Scarano - headshot

Scott Scarano

Building a tech accounting firm the right way 

EnricoPalmerino2

Enrico Palmerino

Bringing value by doing what you love

KellieParks

Kellie Parks

Running an accounting firm from an RV

Chad Davis

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

Alastair Barlow

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

Leeroy Beeby

Entrepreneurship, content and professional journeys

Joyce Ong

Cannabis accounting, government roadblocks and client stories

Katye Maxson Landis

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

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

Marilyn Davies

The inside story of GoProposal’s acquisition by Sage

James Ashford headshot

James Ashford

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

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

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

OhranGobrin

Ohran Gobrin

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

BernieandJasonAckerman

Bernie & Jason Ackerman

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

Dawn Brolin headshot

Dawn Brolin

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

Gary Wood Headshot

Gary Wood

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

Steph Hinds headshot

Steph Hinds

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

DavidDiNardo

David DiNardo

Calculated risks and lifetime learning are the keys to success

Bruce Phillips Headshot

Bruce Phillips

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

What got us here might not get us there

Jeremy Allen

<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.

https://share.transistor.fm/s/d110e081/transcript.txt

<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.

https://share.transistor.fm/s/521f1b5a/transcript.txt

<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

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<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

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<div>Andrew Hunzicker is the Founder of Dope CFO, a comprehensive cannabis accounting and tax training program, which helps firms in over 25 states unlock a new world of clients. In this episode, Andrew shares his professional journey, how he started working in the cannabis industry, and what cannabis accounting looks like. Stuart and Andrew also discuss the complexities that he faces in his work, and how the government treats cannabis businesses.<br><br>Together they discuss:</div><ul><li>Andrew’s journey in the cannabis industry (01:00)</li><li>Living in Bend, Oregon (4:10)</li><li>Early mountain climbing ventures (6:20)</li><li>The employee shortage (7:40)</li><li>Unappealing traditional accounting career journey (09:00)</li><li>Cannabis accounting and social justice (10:20)</li><li>Locations that are progressive with cannabis legalization (12:30)</li><li>Accounting complexities in the cannabis industry (16:00)</li><li>Point of sale technology in the industry (18:20)</li><li>Complications of accounting systems (21:00)</li><li>Mountain climbing (22:40)</li><li>Old Nokia phones (25:00)</li><li>Andrew’s climbing stories (27:30)</li><li>Andrew’s family (30:00)</li><li>Andrew’s upcoming family vacation (33:00)</li><li>The current state of Dope CFO (36:20)</li></ul>

Andrew Hunzicker is the Founder of Dope CFO, a comprehensive cannabis accounting and tax training program, which helps firms in over 25 states unlock a new world of clients. In this episode, Andrew shares his professional journey, how he started working in the cannabis industry, and what cannabis accounting looks like. Stuart and Andrew also discuss the complexities that he faces in his work, and how the government treats cannabis businesses.

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<div>Graeme Tennick is the Founder and Chief Legacy Maker at Tennick Accountants. Before founding his own company, Graeme worked in a small accounting practice and eventually moved to senior roles in PwC and public sector organizations. In this episode, Graeme shares his professional journey, entrepreneurial passion from a young age, and business-first accounting second approach. Graeme and Stuart also discuss an accountant's purpose and the rewarding impact they can have on their clients’ lives.<br><br>Together they discuss:</div><ul><li>Graeme’s passion for business at a young age (0:30)</li><li>Graeme’s path to accounting (2:30)</li><li>Thoughts on the UK government (3:30)</li><li>The beginning of Graeme’s business journey (5:30)</li><li>Adopting technology (8:00)</li><li>How Graeme started building structure in his business (9:30)</li><li>Optimizing Karbon at Tennick Accountants (10:30)</li><li>Building a feedback loop with software partners (12:00)</li><li>The rewarding impact on clients’ lives (13:30)</li><li>The story of the client embracing the journey with Tennick Accountants (15:00)</li><li>What makes clients believe in their ability to scale (16:40)</li><li>How the role of accountants has changed (17:50)</li><li>Reframing the negative experience of COVID (19:50)</li><li>How to instill important messages in your team (23:00)</li><li>What’s next for Tennick Accountants (24:00)</li><li>Being honest with clients (28:00)</li><li>Graeme’s favorite cars (30:00)</li></ul>

Graeme Tennick is the Founder and Chief Legacy Maker at Tennick Accountants. Before founding his own company, Graeme worked in a small accounting practice and eventually moved to senior roles in PwC and public sector organizations. In this episode, Graeme shares his professional journey, entrepreneurial passion from a young age, and business-first accounting second approach. Graeme and Stuart also discuss an accountant's purpose and the rewarding impact they can have on their clients’ lives.

An accountant’s mission to change livelihoods. A conversation with Graeme Tennick

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<div>Gary Bell is the Co-Founder and Partner at FLB Accountants, an independent firm of Chartered Accountants based in the UK. In this episode, Gary and Stuart chat about Gary’s experience attending the first-ever Karbon customer conference in Lake Tahoe, FLB’s rationale for going hybrid, working with high-profile clients such as Apple TV, Netflix, and Amazon, and some exciting projects he’s working on in the renewable energy space.<br><br>Together they discuss:</div><ul><li>Gary’s experience at Karbon X (00:30)</li><li>The accounting industry’s growing appetite for change and innovation (2:30)</li><li>Limitations of legacy accounting systems (05:00)</li><li>Accountants as trusted advisors (09:00)</li><li>How FLB provides reporting for clients (11:00)</li><li>Pros and cons of hybrid work (12:00)</li><li>Remote work and company culture (17:00)</li><li>EMEA economy outlook (20:00)</li><li>FLB business divisions (22:45)</li><li>TV, film, and entertainment studio clients (24:30)</li><li>Attract and retain employees with interesting clients (28:00)</li><li>Serving renewable energy clients (29:00)</li><li>The most interesting carbon-neutral project at FLB (31:00)</li><li>Greentech startups (34:10)</li><li>Biotech startups (36:10)</li><li>What Gary and Stuart would do if they weren’t running firms (36:30)</li><li>VC investment and the future of technology (41:00)</li><li>Gary’s plan for the rest of the year (46:00)</li></ul>

Gary Bell is the Co-Founder and Partner at FLB Accountants, an independent firm of Chartered Accountants based in the UK. In this episode, Gary and Stuart chat about Gary’s experience attending the first-ever Karbon customer conference in Lake Tahoe, FLB’s rationale for going hybrid, working with high-profile clients such as Apple TV, Netflix, and Amazon, and some exciting projects he’s working on in the renewable energy space.

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<div>Martin Bown is the founder and managing director of My Management Accountant—an accountancy service that works with small businesses across the UK to help them save time and money. In this episode, Martin shares his professional journey, and the story of My Management Accountant and how they operate. Martin and Stuart also discuss his life outside of work, sports, and what it’s like to live in the village.<br><br>Together they discuss:</div><ul><li>Martin’s entrepreneurial story (01:40)</li><li>Martin’s family story (03:40)</li><li>Trip to India with the team (05:00)</li><li>When Martin started his own company (07:00)</li><li>Naming his business (09:30)</li><li>The story of Martin’s surname (13:00)</li><li>My Management Accountant today (14:00)</li><li>Work setting at My Management Accountant (15:10)</li><li>Services at My Management Accountant (16:20)</li><li>Tech stack at My Management Accountant (19:20)</li><li>Reporting software (23:20)</li><li>What clients need (26:00)</li><li>What companies My Management Accountant work with (27:10)</li><li>Martin’s life outside of work (30:00)</li><li>Playing cricket (32:00)</li><li>Raising a family in a close-knit village (36:50)</li><li>Playing football and running marathons (38:10)</li><li>What’s next for My Management Accountant (41:40)</li><li>Challenges of raising children with additional needs (44:20)</li><li>Balancing work with family (46:20)</li></ul>

Martin Bown is the founder and managing director of My Management Accountant—an accountancy service that works with small businesses across the UK to help them save time and money. In this episode, Martin shares his professional journey, My Management Accountant's story, and how they operate. Martin and Stuart also discuss his life outside of work, including sports and the joys of living the village life with his family.

https://share.transistor.fm/s/adea6d3d/transcript.txt

<div>Twyla Verhelst is the Head of FreshBooks Accountant Channel, leading the Accounting Partner Program, and has been recognized as one of Ignition’s Top 50 Women in Accounting. In this episode, Twyla and Stuart discuss the state of the accounting profession, how COVID forced the industry to evolve and why there is a shortage of young professionals in the industry. They also talk about the importance of diversity, the accounting community, and what running a marathon and running a business have in common.<br><br>Together they discuss:</div><ul><li>How Twyla started with accounting (1:00)</li><li>The beginning of Twyla’s entrepreneurial journey (3:00)</li><li>The start of working with FreshBooks (4:30)</li><li>Working with a local company (6:50)&nbsp;</li><li>Where Canada is on the advisory journey (8:00)</li><li>Accounting cloud technology taking over (10:00)</li><li>How COVID-19 accelerated technology (12:00)</li><li>Reactive vs. proactive approach to technology (13:00)</li><li>Shortage of young professionals in the industry (16:00)</li><li>The evolution of the accounting profession (18:30)</li><li>The role of influence by loved ones in pursuing a career in accounting (22:00)</li><li>Twyla’s diversity efforts at FreshBooks (24:20)</li><li>Running marathons (28:40)</li><li>Similarities between running a business and a marathon (31:00)</li><li>Twyla’s passion projects this year (35:00)</li><li>Listening and inspiring people in the industry (37:30)</li></ul>

Twyla Verhelst is the Head of FreshBooks Accountant Channel, leading the Accounting Partner Program, and has been recognized as one of Ignition’s Top 50 Women in Accounting. In this episode, Twyla and Stuart discuss the state of the accounting profession, how COVID forced the industry to evolve and why there is a shortage of young professionals in the industry. They also talk about the importance of diversity, the accounting community, and what running a marathon and running a business have in common.

https://share.transistor.fm/s/f3893abe/transcript.txt

<div>Kyle Bryant is the Managing Partner of Market Street Partners in Chattanooga, Tennessee. Kyle oversees the firm’s operations and has provided assurance, tax, and business consulting services for over a decade. In this episode, Kyle and Stuart discuss the rapid growth of Chattanooga, what attracts businesses to invest in the region, and what the projections are for the future. As a manager of the largest transaction in Chattanooga’s history, Kyle is a top-tier professional in his city and gives an insight into how accounting is developing the Tennessee market.<br><br>Together they discuss:</div><ul><li>The story behind Market Street Partners (01:00)</li><li>Kyle’s journey as a private CPA (2:30)</li><li>Kyles work at the Lamp Post Group (3:30)</li><li>Serving a new group of clients in Chattanooga (4:30)</li><li>The size and profile of Market Street Partners (5:30)</li><li>Local and remote employees at Market Street Partners (07:30)</li><li>The competitive landscape in Chattanooga (08:30)</li><li>Market Street Partners’ mission (9:50)</li><li>What retirement looks like for Kyle (11:00)</li><li>Market Street Partners’ media strategy (12:45)</li><li>Why accountants are reluctant to delve into business development and sales (14:20)</li><li>Chattanooga’s local economy and development (16:15)</li><li>What types of businesses come to the South East (18:30)</li><li>The shortage of young accounting professionals (19:30)</li><li>What Kyle does outside of work (21:10)</li><li>Market Street Partners’ tech stack (21:40)</li><li>The game plan for the near future (23:30)</li></ul>

Kyle Bryant is the Managing Partner of Market Street Partners in Chattanooga, Tennessee. Kyle oversees the firm’s operations and has provided assurance, tax, and business consulting services for over a decade. In this episode, Kyle and Stuart discuss the rapid growth of Chattanooga, what attracts businesses to invest in the region, and what the projections are for the future. As a manager of the largest transaction in Chattanooga’s history, Kyle is a top-tier professional in his city and gives an insight into how accounting is developing the Tennessee market.

Small town accounting and big city finances with Kyle Bryant

https://share.transistor.fm/s/76c081f9/transcript.txt

<div>Chris Williams is the CEO of System Six, a modern accounting firm focused on providing dream accounting careers to their team members and superior services for their clients. In this episode, Chris explains how to achieve just that, including the criteria for selecting System Six for acquisition and what challenges he faced along the way. Besides Chris' journey with System Six, he and Stuart also discuss life outside work, the best golf spots in the Bay Area, and how his wedding preparation is going.<br><br>Together they discuss:</div><ul><li>Chris’ experience at AccountingWeb Live Summit 2022 (01:00)</li><li>Chris’ journey in the accounting industry (4:00)</li><li>What Chris was looking for in a company to acquire (6:00)</li><li>Why Chris didn’t choose a software company to acquire (08:00)</li><li>Why Chris chose to acquire (rather than starting from scratch) (10:30)</li><li>The process of acquiring System Six (11:30)</li><li>The experience for the System Six team during the transition (14:30)</li><li>System Six’s internal mission (16:00)</li><li>Adapting the marketing and go-to-market strategies to increase growth (18:20)</li><li>The clients System Six typically service (20:00)</li><li>Building niches (21:30)</li><li>Managing teams and working remotely (23:40)</li><li>Getting the System Six team together in Denver (25:00)</li><li>What’s next for System Six (26:30)</li><li>The most important systems inherited by System Six (28:30)</li><li>Maximizing the efficiency of using systems and data (30:00)</li><li>Allocating team members with work they like to do (33:00)</li><li>What keeps Chris busy outside of work (34:30)</li><li>Spending time in the Bay Area (37:00)</li><li>Stuart and his family living in Tahoe (39:00)</li><li>The Great Resignation (41:30)</li><li>The importance of helping accountants (43:40)</li></ul>

Chris Williams is the CEO of System Six, a modern accounting firm focused on providing dream accounting careers to their team members and superior services for their clients. In this episode, Chris explains how to achieve just that, including the criteria for selecting System Six for acquisition and what challenges he faced along the way. Besides Chris' journey with System Six, he and Stuart also discuss life outside work, the best golf spots in the Bay Area, and how his wedding preparation is going.

Acquiring a business the right way with Chris Williams

https://share.transistor.fm/s/6e85bfe7/transcript.txt

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