John Warrillow

Occasionally, on our HumaniseTheNumbers podcasts, we're privileged to welcome a guest who has deep, personal experience in a profoundly important aspect of business that is directly relevant to you, your firm and your clients. With John Warrillow, we've got that, plus we've got his extensive research into how to successfully sell a business. He's the author of three books – Built to Sell, The Automatic Customer and The Art of Selling Your Business – and in this podcast, John shares insights which can help you change the conversation, become fluent in the conversation – not just the manager of a business conversation, but the owner of a business conversation. These are two distinct and different conversational styles with different questions, different content. When you listen to John, you'll receive insights into some of the eight key drivers for improving and increasing the value of your firm. But I think, more importantly, these insights can help you drive or support a conversation with your customers, your clients, so that they can improve the capital value of their businesses as well.Please join John and I on one of the, I think, most impactful podcasts we have seen, and there have been quite a few of those. I hope you enjoy this discussion with John as much as I did.

Occasionally, on our HumaniseTheNumbers podcasts, we're privileged to welcome a guest who has deep, personal experience in a profoundly important aspect of business that is directly relevant to you, your firm and your clients. With John Warrillow, we've got that, plus we've got his extensive research into how to successfully sell a business. He's the author of three books – Built to Sell, The Automatic Customer and The Art of Selling Your Business – and in this podcast, John shares insights which can help you change the conversation, become fluent in the conversation – not just the manager of a business conversation, but the owner of a business conversation. These are two distinct and different conversational styles with different questions, different content. When you listen to John, you'll receive insights into some of the eight key drivers for improving and increasing the value of your firm. But I think, more importantly, these insights can help you drive or support a conversation with your customers, your clients, so that they can improve the capital value of their businesses as well.Please join John and I on one of the, I think, most impactful podcasts we have seen, and there have been quite a few of those. I hope you enjoy this discussion with John as much as I did.

John Warrillow, author and advisor to the profession

It can often feel like a particularly growly challenge to work out how to successfully promote and market your accountancy firm. So it pays, don't you think, to listen in to a marketing expert. In this podcast, you'll hear from Zoe Paradine, Head of Marketing in the UK for UHY Hacker Young. Zoe shares her experience of 20 years of marketing for her own firm and, more importantly, her insights on what's key to successful marketing. Zoe discusses the need to “make time” – carving out time each week, without fail, to successfully market your firm. She also signposts how to spend that time – building and nurturing lists and building content. If you are up for learning ways to successfully market your accountancy firm, I think you'll find this podcast exceptionally valuable.Please go to humanisethenumbers.online or your favourite podcast platform, including Apple and Spotify, to access the podcast. I hope you enjoy this discussion with Zoe as much as I did.

It can often feel like a particularly growly challenge to work out how to successfully promote and market your accountancy firm. So it pays, don't you think, to listen in to a marketing expert. In this podcast, you'll hear from Zoe Paradine, Head of Marketing in the UK for UHY Hacker Young. Zoe shares her experience of 20 years of marketing for her own firm and, more importantly, her insights on what's key to successful marketing. Zoe discusses the need to “make time” – carving out time each week, without fail, to successfully market your firm. She also signposts how to spend that time – building and nurturing lists and building content. If you are up for learning ways to successfully market your accountancy firm, I think you'll find this podcast exceptionally valuable.Please go to humanisethenumbers.online or your favourite podcast platform, including Apple and Spotify, to access the podcast. I hope you enjoy this discussion with Zoe as much as I did.

Zoe Paradine of UHY Hacker Young - Marketing Series

How do you create, build and nurture a high-growth accountancy firm? In this podcast discussion with the head of DJH Mitten Clarke, Scott Heath, you'll hear him share a number of detailed insights into how he’s developed his high-growth firm, a firm that’s gone from 30 to 70 people and, in the last two years or so, from 70 to 275 people, in four offices. But what stands out most from this discussion with Scott are the principles behind healthy growth, not just growth for the sake of it – growth in which everyone can take great pride and growth that is sponsoring the future success of the firm, as well as generating great financial results now.I hope you'll be tempted to go to this HumaniseTheNumbers.online podcast and dive into all the little details around the importance of culture and values in underpinning rock-solid high growth in an accountancy firm. I hope you enjoy this discussion with Scott Heath as much as I did.

How do you create, build and nurture a high-growth accountancy firm? In this podcast discussion with the head of DJH Mitten Clarke, Scott Heath, you'll hear him share a number of detailed insights into how he’s developed his high-growth firm, a firm that’s gone from 30 to 70 people and, in the last two years or so, from 70 to 275 people, in four offices. But what stands out most from this discussion with Scott are the principles behind healthy growth, not just growth for the sake of it – growth in which everyone can take great pride and growth that is sponsoring the future success of the firm, as well as generating great financial results now.I hope you'll be tempted to go to this HumaniseTheNumbers.online podcast and dive into all the little details around the importance of culture and values in underpinning rock-solid high growth in an accountancy firm. I hope you enjoy this discussion with Scott Heath as much as I did.

Scott Heath of DJH Mitten Clarke - Culture and Purpose Series, Business Development Series 

How you and your firm deliver great value to your clients is a common theme in the HumaniseTheNumbers podcast series. In this discussion with Phil Hobden, now of Wolters Kluwer, I was able to unpack Phil's experiences as a business owner, as well as an employee and leader of education at Capitalise and, previously, at Futrli. He shares some amazing insights. The discussion twisted and turned from value for clients and value for team members and how much they're part of a virtual circle. When we, as leaders of our respective businesses, get that value equation right – make it clear, demonstrate it well – we put our firms on that positive path towards reaching our business goals. I hope you'll join me and Phil on a fast-moving, action-packed and, I think, content- and value-packed podcast at HumaniseTheNumbers.online.

How you and your firm deliver great value to your clients is a common theme in the HumaniseTheNumbers podcast series. In this discussion with Phil Hobden, now of Wolters Kluwer, I was able to unpack Phil's experiences as a business owner, as well as an employee and leader of education at Capitalise and, previously, at Futrli. He shares some amazing insights. The discussion twisted and turned from value for clients and value for team members and how much they're part of a virtual circle. When we, as leaders of our respective businesses, get that value equation right – make it clear, demonstrate it well – we put our firms on that positive path towards reaching our business goals. I hope you'll join me and Phil on a fast-moving, action-packed and, I think, content- and value-packed podcast at HumaniseTheNumbers.online.

Phil Hobden of Wolters Kluwer - Culture and Purpose Series 

How would it feel if you and your team in your accountancy firm were able to get to January and feel completely calm, completely relaxed and completely in control around the number of tax returns you've got to do?Well on this Humanise The Numbers podcast discussion with George from Pinfields in the West Midlands, you'll hear Georgina, George, share some deep, practical and relatively simple but important insights into what she did, what she and her team did, in order to smooth out the flow of tax returns to diminish the normal spike of tax returns in December and January, to less than half what they were when she started on this journey.George is really generous in unpicking and highlighting the three or four key things that have enabled her to achieve, what has been a quite impressive production workflow methodology within her firm around the production of tax returns. So why not join George and myself on this Humanise The Numbers podcast and see which one of the insights that George shares is of particular value to you and your firm when you next look at planning out your flow of tax returns.

How would it feel if you and your team in your accountancy firm were able to get to January and feel completely calm, completely relaxed and completely in control around the number of tax returns you've got to do?Well on this Humanise The Numbers podcast discussion with George from Pinfields in the West Midlands, you'll hear Georgina, George, share some deep, practical and relatively simple but important insights into what she did, what she and her team did, in order to smooth out the flow of tax returns to diminish the normal spike of tax returns in December and January, to less than half what they were when she started on this journey.George is really generous in unpicking and highlighting the three or four key things that have enabled her to achieve, what has been a quite impressive production workflow methodology within her firm around the production of tax returns. So why not join George and myself on this Humanise The Numbers podcast and see which one of the insights that George shares is of particular value to you and your firm when you next look at planning out your flow of tax returns.

George Gallagher-Kennett of Pinfields - Workflow Series

Graeme Tennick

How do you and your managers hold accountability conversations that work really well? By really well, I mean that they work out for both the manager and for the person they’re working with – holding them to account. Never an easy conversation.On this podcast with Graeme Tennick, you'll hear Graeme share his commitment to his own accountability, as well as how open and transparent he is with his team. He allows them to see that he’s being accountable himself and thus earns the right to hold others in his team to account. I push Graeme on the actual process of accountability, and I think he handles it very well.But this podcast isn’t just about accountability, it’s about how you work with your clients in a 360-degree, future-focused and past-focused way. You do, of course, deal with the annual accounts, but you’re actually holding conversations with your clients, which they see as being of greater value because they're future-focused. Graeme shares brilliantly how he holds those conversations with clients.There are other great, valuable insights in this podcast, and I hope you enjoy it as much as I did. Graeme brings his Northeastern sense of humour, which makes for an entertaining conversation. So go to HumaniseTheNumbers.online or to your favourite podcast source and seek out Humanise The Numbers and the podcast with Graeme Tennick.

How do you and your managers hold accountability conversations that work really well? By really well, I mean that they work out for both the manager and for the person they’re working with – holding them to account. Never an easy conversation.On this podcast with Graeme Tennick, you'll hear Graeme share his commitment to his own accountability, as well as how open and transparent he is with his team. He allows them to see that he’s being accountable himself and thus earns the right to hold others in his team to account. I push Graeme on the actual process of accountability, and I think he handles it very well.But this podcast isn’t just about accountability, it’s about how you work with your clients in a 360-degree, future-focused and past-focused way. You do, of course, deal with the annual accounts, but you’re actually holding conversations with your clients, which they see as being of greater value because they're future-focused. Graeme shares brilliantly how he holds those conversations with clients.There are other great, valuable insights in this podcast, and I hope you enjoy it as much as I did. Graeme brings his Northeastern sense of humour, which makes for an entertaining conversation. So go to HumaniseTheNumbers.online or to your favourite podcast source and seek out Humanise The Numbers and the podcast with Graeme Tennick.

Graeme Tennick of Tennick & Co - Advisory Series 

Paul Dunn

There are very few people who are recognized within the accounting profession, worldwide, us, UK, Europe, Australasia.Paul Dunn is one of those individuals, he has served the accounting profession for several decades, CEO of B1G1 - Business for Good and he's won several awards.On this podcast discussion, Paul shares his insights on the value of purpose and the value of values so that you can apply the success of them to your firm.

There are very few people who are recognized within the accounting profession, worldwide, us, UK, Europe, Australasia.Paul Dunn is one of those individuals, he has served the accounting profession for several decades, CEO of B1G1 - Business for Good and he's won several awards.On this podcast discussion, Paul shares his insights on the value of purpose and the value of values so that you can apply the success of them to your firm.

Paul Dunn of B1G1 - Advisor to the Profession

Karen Eber

How do you as a leader or manager of an accounting firm connect in a deeper, more meaningful way with your team? How do you ensure that this connection has a positive impact on the way in which team members behave and on their motivation, their drive and their willingness to see your firm succeed? How will this influence the amount and quality of the work they do and the level of care they show for that work?There’s also a question to be addressed regarding how you connect in a deeper way with your clients, so that they want to work with you more often and take more action based on the insights, guidance and advice you can share with them.In my conversation with Karen Eber, you'll hear about the importance of the power of stories in connecting in a deep and emotional way with your team, and in a deep and emotional way with your clients, so that you get the results you and your firm deserve. Karen talks about how there is power in both data and stories, but connecting data – the numbers – with stories results in greater power and a deeper connection that will make a positive difference to every meeting you have with team members, either one-on-one or as a group, as well as every meeting you have with clients. So why not join Karen and I on this HumaniseTheNumbers.online podcast, or go to your favourite podcast platform – Apple, Spotify, Google – and hunt out the podcast discussion with Karen Eber.

How do you as a leader or manager of an accounting firm connect in a deeper, more meaningful way with your team? How do you ensure that this connection has a positive impact on the way in which team members behave and on their motivation, their drive and their willingness to see your firm succeed? How will this influence the amount and quality of the work they do and the level of care they show for that work?There’s also a question to be addressed regarding how you connect in a deeper way with your clients, so that they want to work with you more often and take more action based on the insights, guidance and advice you can share with them.In my conversation with Karen Eber, you'll hear about the importance of the power of stories in connecting in a deep and emotional way with your team, and in a deep and emotional way with your clients, so that you get the results you and your firm deserve. Karen talks about how there is power in both data and stories, but connecting data – the numbers – with stories results in greater power and a deeper connection that will make a positive difference to every meeting you have with team members, either one-on-one or as a group, as well as every meeting you have with clients. So why not join Karen and I on this HumaniseTheNumbers.online podcast, or go to your favourite podcast platform – Apple, Spotify, Google – and hunt out the podcast discussion with Karen Eber.

Karen Eber of Eber Leadership Group on Humanising the Numbers 

How do you stay ahead of the game? This is a bit of a generic question, but more specifically, how do you continue to stay ahead of your clients’ expectations? What are they expecting from you, your team and your firm, and how do you stay ahead of that, so that you can constantly deliver value, as well as a magical, rather than miserable, experience to your clients?Well, on this HumaniseTheNumbers podcast discussion with Charlotte Zacharia of the accountancy firm Z², you'll hear Charlotte share her powerful insights into how clients’ perceptions and expectations have changed and how she and her firm have responded to that. Her observations can perhaps influence the way you think about the way your firm serves your clients. So why not join Charlotte and I on this HumaniseTheNumbers.Online podcast discussion and see what you think of Charlotte's views and how you can apply those powerful insights to your firm.

How do you stay ahead of the game? This is a bit of a generic question, but more specifically, how do you continue to stay ahead of your clients’ expectations? What are they expecting from you, your team and your firm, and how do you stay ahead of that, so that you can constantly deliver value, as well as a magical, rather than miserable, experience to your clients?Well, on this HumaniseTheNumbers podcast discussion with Charlotte Zacharia of the accountancy firm Z², you'll hear Charlotte share her powerful insights into how clients’ perceptions and expectations have changed and how she and her firm have responded to that. Her observations can perhaps influence the way you think about the way your firm serves your clients. So why not join Charlotte and I on this HumaniseTheNumbers.Online podcast discussion and see what you think of Charlotte's views and how you can apply those powerful insights to your firm.

Charlotte Zacharia of Z2 - Marketing Series

Ron Baker

How does your accountancy firm earn the right to achieve and be comfortable with prices that are three, four, five times or more higher than you would normally charge a typical client? In this podcast, which was a great pleasure and privilege to make, we have Ron Baker discussing pricing, the subscription model, niche marketing and positioning, strategy and purpose. I hope you'll take the time to listen to the insights, the valuable gems, that are included in this podcast.Why not join Ron and I at humanisethenumbers.online or on your favourite podcast platform to discover and take advantage of the insights and valuable strategies that Ron is suggesting could pay off for you and for your firm, for your team and, by the way, for your clients as well.

How does your accountancy firm earn the right to achieve and be comfortable with prices that are three, four, five times or more higher than you would normally charge a typical client? In this podcast, which was a great pleasure and privilege to make, we have Ron Baker discussing pricing, the subscription model, niche marketing and positioning, strategy and purpose. I hope you'll take the time to listen to the insights, the valuable gems, that are included in this podcast.Why not join Ron and I at <a href="https://humanisethenumbers.online/" rel="nofollow" target="_blank">humanisethenumbers.online</a> or on your favourite podcast platform to discover and take advantage of the insights and valuable strategies that Ron is suggesting could pay off for you and for your firm, for your team and, by the way, for your clients as well.

Ron Baker of VeraSage Pricing and Niche Series

Welcome to the 'Humanise The Numbers' podcast series. Here you'll find a whole series of interviews with the leaders of accounting firms who are building (or have already built) a firm of the future now! You'll hear key insights, key skills and key habits that underpin the success of these firms. Insights, skills and habits that can underpin your firm's future success too. It seems that when an accountancy firm connects their team and their clients to the numbers that really matter to them they transform the results for everyone. This is accelerated when the humanity of the way they work shines through too. That's why we're talking about ambitious accountants humanising the numbers.Here's what a director of a multi-partner multi-national firm said recently ."What I like about your podcasts is that they are real. They are not scripted and I appreciate the fact that your interviewees admit they don’t have all the answers but are willing to let you put that fact out on a podcast. It is what is going on at the front lines of great small accounting practices. I have now listened to about half of them, I intend listening to them all as each one just has a nugget that I am writing down to see if I can use in our practice at some stage."

Occasionally I struggle to work out how best to help an accountant or an accountancy firm connect with the real value that they deliver to their clients, especially their business-owner clients.In this podcast discussion with Stephen Pell, you'll hear Stephen and I unpack the emotional part of the value equation, drawing on Stephen’s knowledge and expertise in his work with music artists.Stephen and his team of 15 people serve artists primarily in the UK, expanding into the US. And he does a brilliant job of demonstrating how to set up and run a niche accounting firm. But he also has many insights for all accountants, specifically around the importance of building an emotional connection with clients.So please join me and Stephen at humanisethenumbers.online or on your favourite podcast platform – Apple, Spotify or others – and see what you make of Stephen’s valuable insights.

Occasionally I struggle to work out how best to help an accountant or an accountancy firm connect with the real value that they deliver to their clients, especially their business-owner clients.In this podcast discussion with Stephen Pell, you'll hear Stephen and I unpack the emotional part of the value equation, drawing on Stephen’s knowledge and expertise in his work with music artists.Stephen and his team of 15 people serve artists primarily in the UK, expanding into the US. And he does a brilliant job of demonstrating how to set up and run a niche accounting firm. But he also has many insights for all accountants, specifically around the importance of building an emotional connection with clients.So please join me and Stephen at <a href="https://humanisethenumbers.online/" rel="nofollow" target="_blank">humanisethenumbers.online</a> or on your favourite podcast platform – Apple, Spotify or others – and see what you make of Stephen’s valuable insights.

Stephen Pell of Iconac - Niche Series 

Rebecca Johnson

Sian Lloyd

Don't you think it pays to have a clear picture about what your firm will look like in the future, say, in five years’ time? Your firm of the future? In this podcast discussion with Sian Lloyd and Rebecca Johnson from the Cardiff-based firm Lewis Ballard, you'll hear them share how they’ve created a future-focused, advisory-focused, genuinely caring approach to running an accountancy practice, where there's a real human connection between the team and between the team and their clients. They also discuss what they're doing to advance their firm’s value in the eyes of their customers, by getting better at advisory work and at that future focus.So why not seek out some inspiration for your firm of the future from Sian and Rebecca on this humanisethenumbers.online podcast? I believe you'll be pleasantly surprised by what was a light-hearted discussion, but one with a serious context. I hope you enjoy it as much as I did.

Don't you think it pays to have a clear picture about what your firm will look like in the future, say, in five years’ time? Your firm of the future? In this podcast discussion with Sian Lloyd and Rebecca Johnson from the Cardiff-based firm Lewis Ballard, you'll hear them share how they’ve created a future-focused, advisory-focused, genuinely caring approach to running an accountancy practice, where there's a real human connection between the team and between the team and their clients. They also discuss what they're doing to advance their firm’s value in the eyes of their customers, by getting better at advisory work and at that future focus.So why not seek out some inspiration for your firm of the future from Sian and Rebecca on this <a href="https://humanisethenumbers.online/" rel="nofollow" target="_blank">humanisethenumbers.online</a> podcast? I believe you'll be pleasantly surprised by what was a light-hearted discussion, but one with a serious context. I hope you enjoy it as much as I did.

Sian Lloyd & Rebecca Johnson of Lewis Ballard - Culture and Purpose Series, Firms Humanising The Numbers

Paul Lodder

What must it be like to spend 21 years in a firm of accountants, going through the ranks, then deciding to leave and join a technology company?In this podcast discussion with Paul Lodder of Dext, Paul shares some amazingly valuable insights into his experiences, both in the accounting firm and at Dext, insights which I believe can profoundly influence the way you install and implement technology in your firm. But as the name of our podcast platform suggests, Paul’s insights can also help you Humanise The Numbers in such a way that your firm is capable of winning the game with your team – recruiting and keeping good people – and winning the game with your clients as well, so that you deliver ever greater value and enjoy ever greater profits.Please join me at humanisethenumbers.online for this invaluable discussion with Paul Lodder.

What must it be like to spend 21 years in a firm of accountants, going through the ranks, then deciding to leave and join a technology company?In this podcast discussion with Paul Lodder of Dext, Paul shares some amazingly valuable insights into his experiences, both in the accounting firm and at Dext, insights which I believe can profoundly influence the way you install and implement technology in your firm. But as the name of our podcast platform suggests, Paul’s insights can also help you Humanise The Numbers in such a way that your firm is capable of winning the game with your team – recruiting and keeping good people – and winning the game with your clients as well, so that you deliver ever greater value and enjoy ever greater profits.Please join me at <a href="https://humanisethenumbers.online/" rel="nofollow" target="_blank">humanisethenumbers.online</a> for this invaluable discussion with Paul Lodder.

Paul Lodder of Dext - Technology Series

How do you transform your firm’s accounts production workflow so that you free up people's time whilst simultaneously building stronger, more meaningful, more valuable relationships with your clients? In this Humanise The Numbers podcast with Vipul Sheth of AdvanceTrack Outsourcing, you'll hear Vipul share insights from the many dozens of firms with which he and his team work, specifically around the magic of one or two profound shifts, or profound little changes, in the way you look at and tackle production workflow, so that you and your firm can free up time for your people and still build stronger relationships with your clients.I hope you'll enjoy the discussion I had with Vipul as much as I did, and I truly hope that you take on board the messages that he shares.  I'm convinced, and I know because of the experience I have with other firms, that what he's talking about makes absolute sense and will deliver the results that you want for yourself and for your firm.

How do you transform your firm’s accounts production workflow so that you free up people's time whilst simultaneously building stronger, more meaningful, more valuable relationships with your clients? In this Humanise The Numbers podcast with Vipul Sheth of AdvanceTrack Outsourcing, you'll hear Vipul share insights from the many dozens of firms with which he and his team work, specifically around the magic of one or two profound shifts, or profound little changes, in the way you look at and tackle production workflow, so that you and your firm can free up time for your people and still build stronger relationships with your clients.I hope you'll enjoy the discussion I had with Vipul as much as I did, and I truly hope that you take on board the messages that he shares.  I'm convinced, and I know because of the experience I have with other firms, that what he's talking about makes absolute sense and will deliver the results that you want for yourself and for your firm.

Vipul Sheth of Advancetrack Outsourcing - Workflow Series

It strikes me that one of the most valuable conversations you can have with a business-owner client concerns the exit from their business. When are they going to close it or sell it? How much do they want for it? And how much personally do they want to extract from the business as a result of that? A highly valuable conversation, but one with which many accountants are not entirely comfortable.Join me on this podcast discussion with Cliff Spolander of Business Optics.  Cliff is a serial entrepreneur, having started, bought, sold and, on occasion, just simply closed 12 different businesses, and who is now helping business owners with their exit planning.You'll hear Cliff share his insights and the thoughts, processes, strategies and conversations that drove real value into the hearts and minds of his clients and to his businesses, and that you, your team, your firm can use to deliver value for your own clients. Please join me at humanisethenumbers.online or go to your favourite podcast source – Spotify, Apple or whatever – and have a listen to what Cliff has to say about exit planning.

It strikes me that one of the most valuable conversations you can have with a business-owner client concerns the exit from their business. When are they going to close it or sell it? How much do they want for it? And how much personally do they want to extract from the business as a result of that? A highly valuable conversation, but one with which many accountants are not entirely comfortable.Join me on this podcast discussion with Cliff Spolander of Business Optics.  Cliff is a serial entrepreneur, having started, bought, sold and, on occasion, just simply closed 12 different businesses, and who is now helping business owners with their exit planning.You'll hear Cliff share his insights and the thoughts, processes, strategies and conversations that drove real value into the hearts and minds of his clients and to his businesses, and that you, your team, your firm can use to deliver value for your own clients. Please join me at <a href="https://humanisethenumbers.online/episode-43-cliff-spolander-exitandbusiness-strategist/" rel="nofollow" target="_blank">humanisethenumbers.online</a> or go to your favourite podcast source – Spotify, Apple or whatever – and have a listen to what Cliff has to say about exit planning.

Cliff Spolander of Business Optics - Advisor to the Profession

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 their organisation), you'll hear Jenny describe in granular detail how their weekly workflow process helps to marry up and balance the weekly expectations of their clients and new prospective clients too.Jenny describes the weekly processes that they use to balance the workload amongst the team, get team buy in so that they're better at delivering on the targets that they have set every week and achieve the customer care that they're clearly so passionate about.So why not please join me and Jenny on this Humanise The Numbers podcast, and hear how it's possible to balance, blend and achieve with the two things that really matter - a fully engaged team and a delighted client bank.I hope you enjoy the podcast as much as I did.

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 their organisation), you'll hear Jenny describe in granular detail how their weekly workflow process helps to marry up and balance the weekly expectations of their clients and new prospective clients too.Jenny describes the weekly processes that they use to balance the workload amongst the team, get team buy in so that they're better at delivering on the targets that they have set every week and achieve the customer care that they're clearly so passionate about.So why not please join me and Jenny on this Humanise The Numbers podcast, and hear how it's possible to balance, blend and achieve with the two things that really matter - a fully engaged team and a delighted client bank.I hope you enjoy the podcast as much as I did.

Jenny Cessini of Davies Grant - Workflow Series

David Belbin

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 track and measure either the quantity or the quality of the client interaction, number of meetings, number of zoom meetings, number of calls etc.On this podcast, you'll hear David Belbin and I lock horns a little bit.We talk about Arsene Wenger and about Mike Tyson, and why this is relevant to you and your firm. It's relevant, because David brings up a really valuable point I think.One of his intentions, rather than where he's got to so far, is to build a client score card.A way of tracking and measuring the effectiveness of the relationship between him and his clients, his team, and his clients.Check out what David's got to say about the way he and his 24 person firm builds a human interaction with their clients.  How they do it in such a way that they're building the fundamental foundations of great client loyalty and therefore fees, profits and capital value for the future.MyWorkpapers MyWorkplace enables our practice to embrace the world of digital auditing and accounting.

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 track and measure either the quantity or the quality of the client interaction, number of meetings, number of zoom meetings, number of calls etc. On this podcast, you'll hear David Belbin and I lock horns a little bit.We talk about Arsene Wenger and about Mike Tyson, and why this is relevant to you and your firm.  It's relevant, because David brings up a really valuable point I think.One of his intentions, rather than where he's got to so far, is to build a client score card.A way of tracking and measuring the effectiveness of the relationship between him and his clients, his team, and his clients. Check out what David's got to say about the way he and his 24 person firm builds a human interaction with their clients.  How they do it in such a way that they're building the fundamental foundations of great client loyalty and therefore fees, profits and capital value for the future.<a href="https://www.myworkpapers.com" rel="nofollow" target="_blank">MyWorkpapers</a> MyWorkplace enables our practice to embrace the world of digital auditing and accounting.

David Belbin of Clemence Hoar Cummings - Business Development Series

Rob Whittall

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 individuals, navigate the complexities of tax across the two countries. Join me at humanisethenumbers.online and hear how Rob has grown a really elegant, professional firm, a firm of which he is rightly very proud.

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 individuals, navigate the complexities of tax across the two countries. Join me at <a href="https://humanisethenumbers.online/" rel="nofollow" target="_blank">humanisethenumbers.online</a> and hear how Rob has grown a really elegant, professional firm, a firm of which he is rightly very proud.

Rob Whittall of Dyke Yaxley - Specialist Series

Paul Kennedy

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 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 he has implemented an approach to value pricing in a very practical way. You’ll hear Paul share his insights and his thoughts about how his firm have implemented value pricing. There's a lot of discussion around value pricing, but Paul reveals the practical ways of delivering value, so that your clients will say: 'oh, that is worth far more than the 10 minutes or 10 hours you've invested in working with me.'

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 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 he has implemented an approach to value pricing in a very practical way. You’ll hear Paul share his insights and his thoughts about how his firm have implemented value pricing. There's a lot of discussion around value pricing, but Paul reveals the practical ways of delivering value, so that your clients will say: 'oh, that is worth far more than the 10 minutes or 10 hours you've invested in working with me.'

Paul Kennedy of OBK  - Pricing Series

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 that this firm makes is towards improving that client care.I hope you enjoy the podcast

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 that this firm makes is towards improving that client care.I hope you enjoy the podcast

Sian Kelly of Inform Accounting - Culture and Purpose Series, Leadership Series

Humanise The Numbers - for ambitious accountants in practice 

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