21 episodes

Do you wrestle with the constant conflict of competing outcomes, adding great value to your clients but struggling to price your services for their true worth?

Do you want better connections with your clients, but find yourself under siege from a hectic schedule?

Would you like to know how to recover the cost of delivering your premier service?

You're not alone!

We work in challenging times. There are the pressures imposed by managing workloads in an industry with peaks and troughs. Then there are the big tech changes that are underway.

You know they're coming and that business advisory services are the way to go. But do you know how to rebuild your business to take advantage of these new opportunities?

My podcast will help you. I'll be talking with small businesses of all kinds, sharing their financial stories and finding out what worked for them and what didn't. All you have to do is listen and learn.

Call it a Business Mastermind in 'What Your Clients Want From You'.

And if you're a non-professional services business.....no problems....you'll learn a lot from these conversations too. We all need to get smarter about our money, our mindset and our systems. Let's share our stories and create new ones so we can move ahead and meet our business challenges with confidence.

Find out more at https://blueprinthq.com.au/

About Sam Dean:

I've been an accountant for decades, with senior roles and a partnership in a large firm. I've also run my own (non-accounting) small business. That was a real eye-opener. I discovered just how little my profession understood the issues facing our small business clients, how little we listened and how much we could offer - if we only knew what to provide and how to do it.

That was when I realised it was time for an industry-wide mindset shift.

I've met so many people that provide professional services, with great skills and experience. But too many of us have lost confidence and our faith in our profession.

I get that because I've been there. I gained a lot of weight, drank far too much and lost sight of my dreams, my self-belief, my skills and my expertise. I looked for leadership, but I couldn't find it.

Then one day, I woke up to hear a clear, strong voice in my head; It was time to make changes - BIG changes.

I embarked on a voyage of personal, business and financial discovery. I discovered and created systems to help people like us. Now I work with accounting and professional services businesses, helping them to create and grow financial advisory services that build great businesses for their clients and themselves.

Conversations with Sam Dean Sam Dean

    • Business

Do you wrestle with the constant conflict of competing outcomes, adding great value to your clients but struggling to price your services for their true worth?

Do you want better connections with your clients, but find yourself under siege from a hectic schedule?

Would you like to know how to recover the cost of delivering your premier service?

You're not alone!

We work in challenging times. There are the pressures imposed by managing workloads in an industry with peaks and troughs. Then there are the big tech changes that are underway.

You know they're coming and that business advisory services are the way to go. But do you know how to rebuild your business to take advantage of these new opportunities?

My podcast will help you. I'll be talking with small businesses of all kinds, sharing their financial stories and finding out what worked for them and what didn't. All you have to do is listen and learn.

Call it a Business Mastermind in 'What Your Clients Want From You'.

And if you're a non-professional services business.....no problems....you'll learn a lot from these conversations too. We all need to get smarter about our money, our mindset and our systems. Let's share our stories and create new ones so we can move ahead and meet our business challenges with confidence.

Find out more at https://blueprinthq.com.au/

About Sam Dean:

I've been an accountant for decades, with senior roles and a partnership in a large firm. I've also run my own (non-accounting) small business. That was a real eye-opener. I discovered just how little my profession understood the issues facing our small business clients, how little we listened and how much we could offer - if we only knew what to provide and how to do it.

That was when I realised it was time for an industry-wide mindset shift.

I've met so many people that provide professional services, with great skills and experience. But too many of us have lost confidence and our faith in our profession.

I get that because I've been there. I gained a lot of weight, drank far too much and lost sight of my dreams, my self-belief, my skills and my expertise. I looked for leadership, but I couldn't find it.

Then one day, I woke up to hear a clear, strong voice in my head; It was time to make changes - BIG changes.

I embarked on a voyage of personal, business and financial discovery. I discovered and created systems to help people like us. Now I work with accounting and professional services businesses, helping them to create and grow financial advisory services that build great businesses for their clients and themselves.

    Let's take care of ourselves during Covid-19

    Let's take care of ourselves during Covid-19

    Sam talks about the impacts on the accounting and advisory industry, as well as on our clients, of the coronavirus pandemic. She explains why your physical and mental health needs to be the number 1 priority right now, and how that enables you to respond better in business. This is a marathon not a sprint.

    Sam outlines what you need to do to apply first aid to your own business, and what you need to think about in terms of both what and how you communicate as a leader and a team right now. She also explains why shifting to upfront pricing and upfront charing is more important now than ever and the simple power and opportunity of conversations where you simply listen to your clients right now.

    Please keep safe and strong. These are unheralded times and our normal has changed. It's okay to have bad days and it's okay not to be your most productive. We are in a pandemic and we've never seen the likes of it before. Get support, look after yourselves, look after your family, find joy in little things during the day, if you can.

    We are all in this together, so let's reach out as a community and get together.

    Here at Blueprint HQ, we are here to help. We are super passionate about the accounting industry and supporting you with what you need. Connect with me sam@blueprint hq.com.au

    We are offering 20 minute reach out calls to help support you during this time. Go to blueprinthq.com.au

    • 26 min
    Wrapping up EOY work and setting up for next year's success (Renovate Part 4)

    Wrapping up EOY work and setting up for next year's success (Renovate Part 4)

    In this episode, Sam wraps up the series based around the Renovate Program, which is all about helping create space in our firms and getting a super efficient at what we do every day. These sessions are all around the job processes for End of Year work, which still takes up about 85% of our work, so it's this area that accountants need to get super focused on.

    If you haven't yet listened to Episode 16, about the overall workflow, Episode 17 about the first stage, Episode 18 about the second stage, and Episode 19 about the third stage, then do so before you listen to this episode.

    In this episode Sam covers resource planning, the starting mindset and the different roles you need. She explains the accountability strategies that can be helpful and tips for execution going forwards, plus the common mistake the happens to many when they get too busy that makes this whole process fall apart.

    Grab your copy of the Workflow Blueprint at blueprinthq.com.au

    This episode is brought to you by Blueprint Renovate Program, the program designed to create space in your firm to cultivate mindset change through what you do everyday. Visit blueprinthq.com.au/contact to start the conversation.

    • 25 min
    Setting your staff, clients and firm up for success (Renovate Part 3)

    Setting your staff, clients and firm up for success (Renovate Part 3)

    In this episode, Sam continues the series based around the Renovate Program, which is all about helping create space in our firms and getting a super efficient at what we do every day. These sessions are all around the job processes for End of Year work, which still takes up about 85% of our work, so it's this area that accountants need to get super focused on.

    If you haven't yet listened to Episode 16, about the overall workflow, Episode 17 about the first stage, and Episode 18 about the second stage, then do so before you listen to this episode.

    In this episode, Sam covers the third stage of the workflow. Sam explains what the helicopter review is and why you need it, as well as what you should cover in the job debrief meeting that you need to have. She also covers the opportunity meetings and importance of reframing our conversations with our clients.

    Grab your copy of the Workflow Blueprint at blueprinthq.com.au

    This episode is brought to you by Blueprint Renovate Program, the program designed to create space in your firm to cultivate mindset change through what you do everyday. Visit blueprinthq.com.au/contact to start the conversation.

    • 26 min
    Creating Efficiencies in Processing End of Year Work (Renovate Part 2)

    Creating Efficiencies in Processing End of Year Work (Renovate Part 2)

    In this episode, Sam continues the series based around the Renovate Program, which is all about helping create space in our firms and getting a super efficient at what we do every day. These sessions are all around the job processes for End of Year work, which still takes up about 85% of our work, so it's this area that accountants need to get super focused on.

    If you haven't yet listened to Episode 16, about the overall workflow, and Episode 17 about the first stage, then do so before you listen to this episode.

    In this episode, Sam covers the second stage of the work flow. This is around processing jobs and making sure you are establishing the mindset and the systems to create more efficiencies in this stage. Sam explains the steps in processing a job, the power of the finishing mindset and the importance of getting accountants doing accounting work and having other staff do the rest. She also discusses the difference between redoing and reviewing, the blocks and inefficiencies that can happen in this stage, and why you should write down processes even if you don't have staff.

    Grab your copy of the Workflow Blueprint at blueprinthq.com.au

    This episode is brought to you by Blueprint Renovate Program, the program designed to create space in your firm to cultivate mindset change through what you do everyday. Visit blueprinthq.com.au/contact to start the conversation.

    • 26 min
    Setting Up for Success in End of Year Work End of Year Work (Renovate Part 1)

    Setting Up for Success in End of Year Work End of Year Work (Renovate Part 1)

    In this episode, Sam kicks off a series based around the Renovate Program, which is all about helping create space in our firms and getting a super efficient at what we do every day. What she is going to talk about over the next four sessions is all around the job processes for End of Year work, which still takes up about 85% of our work, so it's this area that accountants need to get super focused on.

    If you haven't yet listened to Episode 16, about the overall workflow, then do so before you listen to this episode.

    The first stage of it is around setting up success for the job and for our clients, and also in this stage, we really start looking at implementing a planning mindset. Sam explains the three key elements to planning in the first phase: budgets, client information gathering and the pre-brief meeting. She also covers that numbers you should be measuring to improve compliance work, as well as tips, tricks and challenges you may come across.

    Grab your copy of the Workflow Blueprint at blueprinthq.com.au

    This episode is brought to you by Blueprint Renovate Program, the program designed to create space in your firm to cultivate mindset change through what you do everyday. Visit blueprinthq.com.au/contact to start the conversation.

    • 27 min
    Renovating what you do every day to get time back in your practice

    Renovating what you do every day to get time back in your practice

    Sam begins the conversation around renovating what you do every day to get time back in your practice and ultimately, grow your business. Following on from the interview with Mark Calleja, Sam has put together the next few podcasts as a series to look at how to create space in your business to make the shifts needed to move from expert to advisor.

    From the addiction most accountants have to the EOY work flow and how it gets in the way of business growth, to the power of making this renovation in small and incremental stages, Sam shares the practical steps and thought processes you can go through in each stage of the Workflow Blueprint.

    You'll learn the problem with the peak and trough cycle most accountants are on throughout the year, and where to focus to begin renovating mindset, behaviours and roles with the EOY processes. Plus, Sam covers the key stages in EOY jobs and how to measure and report on the changes as you make them.

    Grab your copy of the Workflow Blueprint from blueprinthq.com.au

    This episode is brought to you by Blueprint Renovate Program, the program designed to create space in your firm to cultivate mindset change through what you do everyday. Visit blueprinthq.com.au/contact to start the conversation.

    • 22 min

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