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Summary In this episode, Tracy Irwin discusses her book 'One, Two, Three' and shares her journey as a business owner and coach. She emphasises the importance of aligning personal goals with business goals and the need for marketing plans to be aligned with the business's values. Tracy also highlights the significance of identifying target markets and creating an ideal client profile. She discusses the impact of coaching on her business approach and the power of reflection and gratitude. Tracy encourages business owners to let go of traumatic memories and offers insights into her online and one-to-one coaching programs. Takeaways Align personal goals with business goals to find meaning and motivation in your work.Marketing plans should be aligned with the values and goals of the business to ensure effective implementation.Identify target markets and create an ideal client profile to better serve and address their specific problems.Reflection and gratitude can be powerful tools for personal growth and development. Chapters 00:00: Introduction and Background 03:12: The Meaning Behind 'One, Two, Three' 05:21: Aligning Personal Goals with Business Goals 06:32: The Importance of Alignment in Marketing Plans 08:07: The Journey After Publishing the Book 08:43: Balancing Personal and Professional Life 09:48: The Importance of Practice 10:08: Mentoring and Advisory Services 11:18: Identifying Target Markets 12:32: Creating an Ideal Client Profile 14:09: The Role of Coaching in Business 15:01: Segmenting the Audience 16:38: Cherry Picking Ideal Client Attributes 17:36: Addressing Specific Problems 18:04: The Impact of Coaching on Business Approach 20:22: The Challenge of Reflection 21:28: Using Gratitude to Reflect 23:09: Journaling as a Cathartic Exercise 24:55: Letting Go of Traumatic Memories 25:56: The Power of Personal Art 26:49: Special Events Surrounding the Book Release 27:16: Expanding Roles and Offering More Value 27:46: Differentiating Online and One-to-One Programs 28:40: Expectations and Results of the Programs 30:14: Flexible Learning and Implementation 31:51: The Sexiest Thing About Accountants 32:19: Conclusion and Call to Action www.linkedin.com/in/tracyalaineirwin Buy the Book On Amazon Here Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtg Sponsor: www.swoopfunding.com Or connect with Sam Tasker-Grindly here www.linkedin.com/in/samtg Connect with Kelli? www.linkedin.com/in/kellidoorne If you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

Summary In this conversation, Captain Kelli Doorne-Millott interviews Helen Tudor, an expert in generating leads from LinkedIn. Helen shares her journey and expertise, emphasizing the importance of community and consistency in building a successful business. She discusses the value of lifetime memberships and supporting members during challenging times. Helen also explains the power of community in programs and the success of her method. She addresses the fear of visibility and the concept of beast mode.  Additionally, she debunks algorithm myths and highlights the value of connection and audience. The conversation concludes with the idea of minimum effort for maximum return. In this conversation, Helen Tudor discusses her approach to selling and converting clients, the story behind her wine brand, the importance of sharing personal stories, the challenges she has faced with accountants, what to look for in an accountant, and the sexiest thing about accountants. She also emphasises the importance of being authentic on LinkedIn and finding your unique voice. Takeaways Building a successful business requires community and consistency.Lifetime memberships can provide ongoing support and value to members.During challenging times, it is important to support and help members through difficult situations.The power of community in programs cannot be underestimated.Consistency and clarity are key to the success of Helen Tudor's method.Overcoming the fear of visibility is crucial for business growth.The concept of beast mode involves ramping up efforts to achieve desired results.Algorithm myths should not be a major concern, as connection and audience are more valuable.The LinkedIn method focuses on minimum effort for maximum return. Focus on letting people buy rather than trying to convince them to buy.Share personal stories to connect with your audience and show that anyone can achieve success.When choosing an accountant, look for someone with a track record and experience working with fast-growing businesses.A good accountant can help you sleep better at night and provide peace of mind.Differentiate yourself on LinkedIn by being authentic and showcasing your unique personality and interests. Chapters 00:00 Introduction and Background 01:01 Helen Tudor's Journey and Expertise 03:07 The Importance of Community and Consistency 05:15 The Value of Lifetime Memberships 06:19 Supporting Members During Challenging Times 07:41 The Power of Community in Programs 09:40 The Success of Helen Tudor's Method 11:01 Overcoming the Fear of Visibility 14:26 The Concept of Beast Mode 18:07 Debunking Algorithm Myths 22:01 The LinkedIn Method and Consistency 26:21 The Value of Connection and Audience 29:08 The Minimum Effort for Maximum Return 30:18 Selling and Converting 32:11 The Wine Brand 35:34 Sharing Personal Stories 37:51 Challenges with Accountants 39:39 What to Look for in an Accountant 41:07 The Role of an Accountant 43:56 The Sexiest Thing About Accountant Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtg Sponsor: www.swoopfunding.com Or connect with Sam Tasker-Grindly here www.linkedin.com/in/samtg Connect with Kelli? www.linkedin.com/in/kellidoorne If you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

Summary In this episode, Captain Kelli Doorne-Millott interviews Ian Cooper, a representative from FYI, a document management and process automation platform for accountants. They discuss the importance of technology in accounting and the need for efficiency and automation. They also explore the challenges of implementing new systems and the differences in approach between Australia and the UK. They highlight the resistance to change in the UK accounting industry and the potential for digital transformation in small businesses. They conclude by discussing the future of accounting and technology and the value of accountants in shaping the success of individuals and companies. Takeaways Technology plays a crucial role in accounting, allowing for efficiency and automation. Implementing new systems can be challenging, but it is necessary for growth and improved productivity. The UK accounting industry has been slower to adopt technology compared to Australia, but there are increasing options available. Digital transformation offers opportunities for accountants to provide a fully digital experience for their clients. Accountants are undervalued and often lack confidence, but they play a vital role in shaping the success of individuals and companies. Chapters 00:00 Introduction and Background 03:08 The Importance of Technology in Accounting 08:00 The Value of Efficiency and Automation 12:09 Challenges of Implementing New Systems 18:09 Differences in Approach: Australia vs UK 23:15 Resistance to Change in the UK 27:40 Digital Transformation for Small Businesses 30:21 The Future of Accounting and Technology 34:16 The Sexy Side of Accountants 36:04 Closing and Contact Information Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtg Sponsor: www.swoopfunding.com Or connect with Sam Tasker-Grindly here www.linkedin.com/in/samtg Connect with Kelli? www.linkedin.com/in/kellidoorne If you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

Would you believe that the secret to SME success could lie within your accountant's savvy guidance? Sam Tasker-Grindley from Swoop certainly convinced me of that during our enlightening conversation about the financial hurdle race faced by small businesses. Sam's eye-opening insights into the bespoke blend of innovative tech and personalised human support offered by Swoop underscored the one-stop financial nirvana it provides. We also tackled the underestimated role of accountants and bookkeepers in navigating clients through the labyrinth of loans, grants, and equity - with Sam sharing tales from his recent Scottish jaunt that proved even rain can't dampen the spirit of connection and community among the accounting folk. Adaptability isn't just a buzzword; it's the lifeblood of the modern accounting profession, and Sam and I dissected just how the landscape is shifting. With a light-hearted jab at how marketing has evolved from mere billboards to a vital tool in talent acquisition, we mused over the changing skill set accountants now pack in their arsenal - with technology savvy and superb people skills taking centre stage. As the profession shakes off its dusty stereotypes, embracing the cool winds of change has never seemed more inviting or necessary, with personal brands and authenticity catapulting accountants to superstar status in their clients' eyes. And as the drumroll for our 100th episode crescendos, I couldn't resist sharing a personal snippet – there's a baby on the way! Reflecting on the episodes past, I'm reminded of the resilience and patience necessary when steering through the seas of change, whether in business or life. Sure, we shared a chuckle about not ringing the bell on LinkedIn when reaching out to Sam, but the laughter was a testament to the journey we've walked with you, our listeners. Here's to learning, growing, and seizing success - let's keep the conversation going. Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtg Sponsor: www.swoopfunding.com Or connect with Sam Tasker-Grindly here www.linkedin.com/in/samtg Connect with Kelli? www.linkedin.com/in/kellidoorne If you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

Summary In this episode, Captain Kelli Doorne-Millott interviews Daniel from BOTS for That about the misconceptions and applications of AI in accounting. They discuss the fear and scepticism surrounding AI, the background of BOTS for That, and the benefits of using bots in accounting processes. They also explore the specific tasks that bots can perform, such as onboarding clients, bookkeeping, and generating management reports. The conversation highlights the cost-effectiveness and time savings that can be achieved with bots, as well as the importance of customization and configuration to meet the specific needs of accounting practices. In this conversation, Daniel from Bots For That discusses the integration of bots with other systems, the affordability and scalability of automation for small practices, and the benefits of joining Beanie's community. He also highlights the resources available for learning and exploring bots, the early mover's advantage in adopting automation, and the accessibility and flexibility it offers. The conversation ends on a humorous note, showcasing the personality of Bots For That. Takeaways AI in accounting is often misunderstood and met with fear and scepticism. BOTS for That specializes in building pre-built bots for the bookkeeping and accounting industry. Bots can automate tasks such as onboarding clients, bookkeeping, generating reports, and more. Using bots can save time, reduce errors, and free up resources for more value-added tasks. Configuration and customization are key to ensuring bots meet the specific needs of accounting practices. Bots can be integrated with other systems to perform tasks and provide information. Automation and bots are affordable and scalable solutions for small practices. Joining the Beanie's community provides a platform for communication and engagement. There are various resources available for learning and exploring bots. Early adoption of automation can provide a competitive advantage. Bots offer accessibility and flexibility in their operations. Humour and personality can be incorporated into bot interactions. Chapters 00:00 Introduction and Misconceptions about AI 03:00 Daniel's Background and BOTS for That 08:31 Supporting Smaller Practices and Repatriating Work 10:13 Understanding AI and Its Applications 17:07 Deterministic vs Probabilistic AI 19:09 Impact of AI on Jobs and the Future of Accounting 25:15 Specific Use Cases for Bots in Accounting 29:16 Cost Effectiveness and Time Savings with Bots 32:22 Overcoming Fear and Doubt with Bots 34:42 Configuration and Customization of Bots 35:58 Integration with other systems 36:29 Automation for small practices 38:00 Affordability and scalability 38:58 Beanie's community 41:06 Resources for learning and exploring 43:01 Early movers advantage 43:41 Accessibility and flexibility 44:15 Humor and personality Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtg Sponsor: www.swoopfunding.com Or connect with Sam Tasker-Grindly here www.linkedin.com/in/samtg Connect with Kelli? www.linkedin.com/in/kellidoorne If you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

Want to unlock the secrets of running a successful accounting business without sacrificing your work-life balance?  I've got just the person for you! In this episode, I enjoyed chatting with Geraldine Carter, as she explained the business challenges she sees most with accountants from across the pond and the misconception that their technical skills automatically translate into business acumen.  Geraldine, with her unique perspective, underscores the significance of mastering all aspects of running a business and the need for proper training and support. Of course, we dipped into the world of pricing, and how it's not just about the hours you put in, but the value you deliver. Hourly rates? Outdated. Geraldine encourages us to adopt more effective pricing structures like tiered pricing.  We also discussed the art of niching, how over-reliance on referrals could be a dangerous pitfall for business growth and how fear of 'success' can hold us back.  If you would like to maintain a healthy work-life balance by working a standard 40-hour week, set stronger boundaries and prevent scope creep buckle up and tune in. Hope you enjoy! Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtg Sponsor: www.swoopfunding.com Or connect with Sam Tasker-Grindly here www.linkedin.com/in/samtg Connect with Kelli? www.linkedin.com/in/kellidoorne If you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

Ever wondered what the journey from accounting to tech feels like?  We invite you to listen as Tony Stevenson, a former accountant now tech enthusiast, shares his fascinating voyage from the big four accounting giants to the buzzing tech industry. Tony talks candidly about his experiences across different sectors including the recruitment and hospitality accounting spaces, and how he finally found his passion in the tech industry. The conversation takes an exciting turn as we explore the world of FreeAgent, an acclaimed bookkeeping software company where Tony plays a pivotal role. Discover how Tony transitioned into this role and the unique features of FreeAgent that sets it apart from other providers. From their exciting partnership with NatWest, to their unwavering commitment to serving small practices and their clients, this episode promises to provide a wealth of information about the ever-evolving accounting industry.  As we wrap up our conversation, we delve into the lighter side of the tech industry - networking, remote working, and our unending love for pets. We share our entertaining pet stories and discuss the challenges of maintaining a work-life balance in the era of remote working. This episode is much more than just a tech talk - it's about building connections, finding a balance, and embracing the unexpected joys of working in the tech industry. So come on in, join the conversation, and let's navigate the fascinating world of tech together. Do also check out our Season 10 Sponsors, Swoop Funding.  https://swoopfunding.com/ Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtg Sponsor: www.swoopfunding.com Or connect with Sam Tasker-Grindly here www.linkedin.com/in/samtg Connect with Kelli? www.linkedin.com/in/kellidoorne If you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

Ever hesitated to niche down your business, fearing it might limit your opportunities? Kayleigh from Koyn Accountancy once shared your concerns, but her journey to specialisation has been nothing short of transformative. We dig into the considerable resistance she faced and explore how, with some gutsy moves, she honed in on serving health and fitness businesses. The tale of her rebranding and the impact of taking calculated risks will undoubtedly resonate with entrepreneurs considering a significant pivot. But that's not all. Kayleigh also opens up about her adventures in content creation. For anyone feeling overwhelmed by Instagram or struggling to churn out engaging content - this is for you. From gruelling 28-day video challenges to reaping the benefits of consistency and understanding her ideal client, Kayleigh's experiences shed light on the undeniable power of targeted content. And for a twist, we also delve into a peculiar party expense scenario which uncovers a valuable business lesson. Kayleigh's insights and experiences serve as a beacon for those navigating the entrepreneurial waves. Get ready for a dose of inspiration, sprinkled with practical takeaways for your own business journey. Do also check out our Season 10 Sponsors, Swoop Funding.  https://swoopfunding.com/ Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtg Sponsor: www.swoopfunding.com Or connect with Sam Tasker-Grindly here www.linkedin.com/in/samtg Connect with Kelli? www.linkedin.com/in/kellidoorne If you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

In this episode, we meet Joseph Cox as he explains how he started and grew his niche accounting firm, E-commerce Accounting socialising in supporting online retail businesses.  Joseph's inspiring tale of entrepreneurial spirit is a testament to the power of seizing opportunities, following instincts and embracing the challenges that come with growth and expansion. Join me as I go beneath the surface of e-commerce accounting and discuss the trials of marketing a growing firm and the strategies Joseph Cox employed to create a name for his brand.  During this episode, Joe opens up about capitalising on an unused domain, networking events and, his thoughts on scaling a niche practice.  We also delve into the future of the industry, discussing the potential implications of AI and outsourcing. We discuss the challenges associated with hiring and remote work, raising questions about how the industry might evolve. Joseph also shares his experience of 'service pods' in accounting firms and discusses his transition from accountant to business leader. And of course, we find out what Joe thinks is the most sexy thing about accountants!  You won't want to miss this! Connect with Joe here - https://www.linkedin.com/in/cox-joseph Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtg Sponsor: www.swoopfunding.com Or connect with Sam Tasker-Grindly here www.linkedin.com/in/samtg Connect with Kelli? www.linkedin.com/in/kellidoorne If you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

Did you know that a staggering 83% of businesses put up for sale don't find a buyer? And for those that do, half don't make it through legal due diligence.  In today's episode Paula and I unravel the underlying challenges and opportunities tied to this process, emphasising the crucial role of a well-crafted exit plan. It's not just about ensuring a smooth transition; it's also about addressing the emotional and mental impact of parting ways with a business. And let's not forget our discussion about the unsung heroes of the business world – accountants! Paula opened our eyes to the incredible value they bring to society.  They're not just number crunchers; they're life savers. We dived into the pivotal role of money mindset for accountants and how they contribute to a balanced perception of money. Paula and I shed light on the accountant's world in a way that goes beyond balance sheets and income statements; it's about shaping lives, saving marriages, and making a real difference.    Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtg Sponsor: www.swoopfunding.com Or connect with Sam Tasker-Grindly here www.linkedin.com/in/samtg Connect with Kelli? www.linkedin.com/in/kellidoorne If you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

Imagine starting an accounting business from scratch, scaling it, and then selling it successfully before moving on to your next adventure!    Our guest, Bev Flanagan, did just that! In this episode, Bev reveals how she established her practice and the significance of scaling for exit. This episode is a testament to the power of planning. We also discuss how to make your accounting business stand out and Bev shares her insights on the importance of a robust marketing strategy, even when the main source of leads is referral-based. We will discuss the art of niching, its advantages and challenges, and how it can potentially amplify referrals and pave the way for a smoother business exit. And how adding immense value to the clients you serve will help you differentiate and create a unique story for your business. Finally, we talk about the influential role of accountants and bookkeepers.  Their significant impact on businesses and personal lives, and how this influence can be harnessed to nurture a fairer distribution of wealth.  Bev's journey serves as an inspiring narrative for many in the accounting profession, emphasising accounting business journey, and her social media influence.  Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtg Sponsor: www.swoopfunding.com Or connect with Sam Tasker-Grindly here www.linkedin.com/in/samtg Connect with Kelli? www.linkedin.com/in/kellidoorne If you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

Today, we've got a real treat for you as we delve into the world of finance with the fabulous Louise Walpole from Moneypenny.  I met Louise at Accountex and was fascinated by how Moneypenny is run and the lessons Accountants could learn about serving multiple audiences in a niche way.  If you're wondering what the secret sauce is behind a thriving business? It's not just about crunching those numbers. It's about building those lasting relationships, being a master communicator, and truly understanding the industry. And let me tell you, this episode is going to serve it all up on a silver platter. Now, Louise, she's quite the chameleon. She's gone from owning a recruitment business in Chester to being a client of Moneypenny to helping them build the finance arm. Ever thought about why a company picks one service provider over another and sticks with them like glue? Well, Louise is here to spill the beans! Moneypenny's got some fancy tricks up their sleeve, using technology and lightning-fast responses to build trust and maintain those sweet client relationships. And listen out for the juicy nugget about the power of being the first responder.  We also chat about flexible work schedules and how different communication channels can jazz up that customer experience.  And how Moneypenny's team plays detective with keywords to handle those incoming calls to make sure the client experience is spot on every time!!  Moneypenny is the main character in this story! Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtg Sponsor: www.swoopfunding.com Or connect with Sam Tasker-Grindly here www.linkedin.com/in/samtg Connect with Kelli? www.linkedin.com/in/kellidoorne If you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com