14 episodes

Ready to level up your accounting firm?

Join Leadership Guru Heather Elkington for Firm Up, the GoProposal podcast especially for accountants and bookkeepers keen to take charge of their career and thrive as business owners.

From the best-selling author and entrepreneur who designed accounting software to scale and sell…

To the accountant who grew a 7-figure practice in her twenties…

To the ‘accidental’ entrepreneur who acquired 4 accountancy practices.

This series will split your mind wide open to the endless possibilities you could pursue in the fascinating world of finance.

Let us help you with your profits even further, and follow @GoProposal across all socials.

Firm Up GoProposal

    • Business
    • 4.5 • 21 Ratings

Ready to level up your accounting firm?

Join Leadership Guru Heather Elkington for Firm Up, the GoProposal podcast especially for accountants and bookkeepers keen to take charge of their career and thrive as business owners.

From the best-selling author and entrepreneur who designed accounting software to scale and sell…

To the accountant who grew a 7-figure practice in her twenties…

To the ‘accidental’ entrepreneur who acquired 4 accountancy practices.

This series will split your mind wide open to the endless possibilities you could pursue in the fascinating world of finance.

Let us help you with your profits even further, and follow @GoProposal across all socials.

    How She Rebuilt Her Team and Digitised After a Mass Walk-Out

    How She Rebuilt Her Team and Digitised After a Mass Walk-Out

    It isn’t often you meet someone who started their accounting career at the tender age of 13. But then again, it isn’t often you meet someone with a story as interesting as the brilliant Eriona Bajrakurtaj. 
    From landing in a UK school aged 6 with no knowledge of English, she went on to study at Oxford, become a mum of 2, and build a property development portfolio, all the while taking over and revolutionising the family’s accounting firm!
    She’s already achieved what most people don’t achieve in a whole lifetime, but it hasn’t been an easy ride.
    In this chat with Heather, Eriona opens up about how she was repeatedly underestimated by her team, and her family, and how her strong will enabled her to turn her firm around by bringing it into the digital era, despite opposition.
    Through Eriona’s story, you’ll learn:


      Why she stood her ground and digitised the firm, against her dad’s wishes, and in the face of a mass team walk-out
    How she brought the firm into the digital era, even though her team shrugged off her early efforts as ‘cute’
    What she did to reduce her client base from 3000 to 1,200 and INCREASED turnover
    What happened when she tripled and even quadrupled some client fees, expecting them to leave

    If you aren’t already, you’re sure to be in awe of Eriona’s tenacity and drive by then end of this episode. So grab a pen, take notes, and enjoy learning from one of the top 50 Women in Accounting.
    Watch the full episode on YouTube:
    https://youtu.be/KcppwHEYcPw

    • 1 hr 1 min
    The Ruthless Approach That Put This Firm Owner at the Top of Their Game

    The Ruthless Approach That Put This Firm Owner at the Top of Their Game

    Lucy Cohen’s decision to train as an accountant was a rebellious one from the norm she grew up in.
    Born into a creative family, Lucy surprised everyone when she quit dancing for data, but she never looked back.
    Founding her own company, Mazuma, at just 23, she went on to become one of the most successful female firm owners there is, winning prestigious awards and make numerous television appearances for her sought after expertise.
    In this generous chat, Lucy opens up to Heather about some major life events, and how they shaped her ethos not just in business, but her approach to life.
     
    Hit play now to find out:


    The importance of embracing change without making change for changes sake
    How a life-threatening health scare helped her overcome anxiety
    Why she still seeks advice even at the top of her game
    What unusual hobby Lucy has, and why you should have a focus outside of your business

    Watch the full episode on YouTube:
    https://youtu.be/CWxP8XEtYSI

    • 58 min
    How to Sell Your Accounting Firm, From Somebody Who Buys Them

    How to Sell Your Accounting Firm, From Somebody Who Buys Them

    Johann Goree's path to success is far from ordinary.
    From his humble beginnings gardening for his keep, to successfully acquiring multiple accountancy firms, he shares his original approach to growth in this thought-provoking chat with Heather Elkington.
    Highly respected in the industry, Johann has never made a redundancy, and still has every team member he's acquired.
    Clear in the fact he's not an accountant or bookkeeper, but a business owner who runs accounting firms, this episode isn't one to miss if you want to learn:


    Why you don't need to be a marketing expert to grow your accountancy practice
    How Johann got his first acquisition 'by accident', picking up 50 new clients as a result
    What's the biggest killer for a firm owner looking to sell

    Watch the full episode on YouTube:
    https://youtu.be/5QWTvpnFxxM

    • 50 min
    How This Accountant Took Her Garage Startup Global

    How This Accountant Took Her Garage Startup Global

    She's the most followed accountant on social media in the UK and has had her fair share of controversy over the last few years.
    But no one can deny Jeri Williams has been an absolute powerhouse in the accounting industry.
    Since starting her first firm from her garage back in 2016 with 2 babies in tow, to successfully running two firms across two different continents, how does she do it all?
    Heather digs deep in today's episode to find out, and some of her strategies might surprise you.
    Hit play to learn:


    Jeri's upbringing around money and her inspiration to launch The Accountants Wealth Academy
    The importance of taking the admin out of every day as a practice owner
    How she stopped taking client calls completely
    Why you should eat, sleep and breathe marketing if you want to scale your business
    Jeri's master plan to work fewer hours, for more money

    Watch the full episode on YouTube:
    https://youtu.be/8ThtXWswCqk

    The Accountants Wealth Academy:
    Website - www.accountantswealthacademy.co.uk
    Email - help@accountantswealthacademy.com

    Smooth Accounting:
    https://smoothaccounting.co.uk/

    • 47 min
    She Built a 7-Figure Firm in Her TWENTIES

    She Built a 7-Figure Firm in Her TWENTIES

    Rachel Harris is on a mission to disrupt the accounting industry.​

    With a 7-figure firm already under her belt that she built HER way, we think she's doing pretty well.​

    But her experience hasn't been all plain sailing...​

    In this chat with Heather, she shares how she built a thriving business from the ground up, despite being constantly underestimated.​

    Prepare to be inspired as Rachel generously shares her story and what she believes to be the keys to her success, including:​



    Reframing thinking around 'people with money'​
    The value of apprenticeships​
    Spotlighting core values​
    The StriveX 'engine'​
    How to get started on social media​
    Why personal branding is so important

    Watch the full episode on YouTube:
    https://youtu.be/aFw2fMjA8wA

    • 58 min
    Scaling Your Firm to Sell? No One Prepares You for What Comes Next

    Scaling Your Firm to Sell? No One Prepares You for What Comes Next

    Heather Elkington is BACK with season 2 of Firm Up.​

    In this episode, Season 1 co-host James Ashford is back to talk about what happens AFTER you achieve your big goal.​

    Ever the frank-talker, James shares what life has been like since selling GoProposal, and what advice he'd give firm owners with a similar dream.​

    Tune in & brew up while you learn:​



    James' #1 advice for business owners​
    How to create a winning team culture​
    Why home culture can impact on your working culture​
    The hard truths accountants need to face​
    Practical advice for accountants​
    The difference between firms that stand out and those that don't​



    Find more about GoProposal on:
    Website
    LinkedIn
    Instagram

    • 1 hr 6 min

Customer Reviews

4.5 out of 5
21 Ratings

21 Ratings

Sarahvicky ,

Brilliant

Really enjoyed the first episode of this - I’m hooked! As a brand new Accountancy Practice I know the Firm Up podcast will be very helpful for me 👍🏻💚

c23109 ,

Amazing!

I could listen to James all day and night. I loved the honesty from both James and Heather and hearing their stories. It’s nice to hear more about Heather too, such a great partnership bringing out the best of each other for a chat and bouncing off each other so well. Thoroughly enjoyed and recommended.

*SamJCM* ,

Everything I expected, and more!

We all knew this would be a good one and episode one has not disappointed! Another educational, inspirational pod to enjoy. Looking forward to the future episodes.

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