Accountants' Success Secrets

Mark Lee Philippa Haynes
  • 0.0 (0)
  • Business
  • Updated Monthly

The Accountants’ Success Secrets podcast showcases and celebrates successful accountants who are doing good things, have years of experience and whose stories can inspire and encourage other accountants around the UK.

  1. Sep 11

    Accountants' Success Secrets with Sarah Sallis

    This week’s episode welcomes Sarah Sallis, founder of The Accountancy Office in Evesham, Worcestershire. Sarah’s journey is anything but “by the numbers”. Having started out in commercial roles and civil service—without even a maths GCSE—she’s now a Chartered Management Accountant who’s built a thriving accountancy firm from scratch, specialising in supporting service-based businesses, online coaches, and the construction sector. Co-hosts Philippa Haynes and Mark Lee FCA dive into Sarah’s refreshingly honest—and highly relatable—story, from juggling motherhood with bookkeeping side hustles to scaling a specialist practice that offers truly personal support. Tune in for uplifting, hard-won advice on: • The reality behind growing from “suck it and see” startup to established firm How Sarah moved beyond imposter syndrome, built confidence without prior practice experience, and found her niche—while never missing a single school sports day. • The big leap: When and how to bring your first team member on board Why timing is everything, how to get off the hamster wheel, and what really happens when you let go of “doing it all”. • Getting brave with pricing and picking the right clients Sarah explains how she went from saying “yes” to everyone, to confidently reviewing fees—even when some clients headed for the hills. If you’re an accountant thinking about your next step—or simply in need of a bit of reassurance and inspiration—Sarah’s story is one you won’t want to miss. Listen now, subscribe, and let us know what you think! The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland. To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com _________________________________________________________________ Interested in becoming a Patreon for exclusive content for just the price of a coffee?   Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

    Accountants' Success Secrets with Sarah Sallis

  2. Sep 2

    Accountants' Success Secrets with Nishi Patel of N-Accounting

    This week’s episode spotlights Nishi Patel, the founder of N-Accounting in Northampton. Nishi made the leap from a successful career in corporate finance to launching his own practice—motivated by a desire to truly help small business owners, not just nudge profits from 96% to 97%. As a Chartered Management Accountant (CIMA) since 2007 and now leading a talented in-house team, Nishi believes in business plans with real purpose and advice that makes a difference where it matters most. Co-hosts Philippa Haynes and Mark Lee encourage Nishi to reveal: The ‘back to basics’ marketing strategies that actually landed clients – and what he’d never do nowHow focusing on one channel trumps scattergun marketing (even if everyone else says otherwise)Why early networking is more 'dessert' than 'greens', and the unexpected value of getting involved with clients, not just chasing new leadsNishi’s honest, self-aware take on building a modern accounting practice will make you rethink your own growth strategy—and maybe your reading list too! Whether you’re just starting out, itching to grow, or questioning the next step, this episode delivers practical insights with both humility and humour. Don’t forget to subscribe, leave a review, and share the podcast with your fellow accountants! The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland. To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com _________________________________________________________________ Interested in becoming a Patreon for exclusive content for just the price of a coffee?   Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

    Accountants' Success Secrets with Nishi Patel of N-Accounting

  3. Aug 27

    Accountants' Success Secrets with Rubina Anjum

    This week’s episode features Rubina Anjum, founder of Pyramid Point Accountants in London and CIMA-qualified accounting dynamo. Rubina’s story offers a refreshing take on the realities of launching a practice—blending corporate experience with a brave leap into entrepreneurship. Originally intent on building a large, generalist firm, she soon found her calling supporting healthcare professionals and those with foreign income, carving out a unique specialism and helping clients navigate the ever-changing world of tax with tailored advice and boundless enthusiasm. Not only has she powered her firm’s growth, but she’s also created a library of over 130 tax tip videos on YouTube, turning digital content into a magnet for new clients. In this practical and uplifting conversation, co-hosts Mark Lee and Philippa Haynes draw out Rubina’s most valuable lessons for accountants at any stage of practice, including: - Why business plans are only the start...and why your first client might just be hiding at a networking event - The real secrets to pricing and growing your firm without losing your sanity (or weekends!) - How “trial and error” marketing on the right channel can transform new business, with tips and mistakes honestly shared If you’re ready to specialise, want your practice to stand out, or simply need a nudge to get started on camera, Robina’s story is exactly what you need to hear. Don’t forget to subscribe, leave a review, and share the podcast with your fellow accountants! The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland. To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com _________________________________________________________________ Interested in becoming a Patreon for exclusive content for just the price of a coffee?   Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

    Accountants' Success Secrets with Rubina Anjum

  4. Aug 22

    Accountants' Success Secrets with Beth Jackson of 2 Sisters Accounting

    This week’s episode welcomes Beth Jackson, co-founder of Two Sisters Accounting in Dorking, Surrey. Beth’s journey is a story of entrepreneurial energy, honest learning curves, and a refreshing approach to building a practice as part of a family team. Starting out in payroll and tax straight from school, Beth gained a stack of qualifications (CIPP, AAT, CIPD), and hands-on experience in everything from payroll bureaus to global business, before finding her sweet spot in personal tax and supporting small business owners. Together with her sister Jessie, Beth set up Two Sisters Accounting after one too many “whinge sessions” about uninspiring jobs. Their different personalities, complementary skills, and a “we’ll give anything a go” mindset have seen them build a thriving firm fuelled by authenticity, flexibility, and a healthy dash of sibling banter. What’s in store this week? Co-hosts Philippa Haynes and Mark Lee get Beth to open up about: How Facebook groups and gut instinct landed their first clients—and why she wouldn’t recommend it nowThe biggest mistakes accountants make with staffing and why hard conversations are sometimes the kindestWhy showing your personality on LinkedIn and Instagram leads to better-fit clients and fewer nightmare emailsBeth’s story is a must-listen for any accountant wondering how to make a practice both successful and genuinely enjoyable—especially if you’ve ever questioned whether you’re “conventional” enough for this profession. Tune in to pick up real-world tips on recruitment, marketing, surviving change, and making “being yourself” a winning business strategy. Don’t forget to subscribe, leave a review, and share the podcast with any accountants who need a dose of honesty and laughter! The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland. To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com _________________________________________________________________ Interested in becoming a Patreon for exclusive content for just the price of a coffee?   Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

    Accountants' Success Secrets with Beth Jackson of 2 Sisters Accounting

  5. Aug 12

    Accountants' Success Secrets with Melanie Grant-Coey

    This week’s episode features Melanie Grant-Coey, the unstoppable founder of M Squared Accountancy in Lisburn. Melanie’s journey is packed with resilience, resourcefulness, and a genuinely refreshing approach to building a values-led practice. Facing redundancy, divorce, and the challenge of juggling tiny children, Melanie swapped corporate life for entrepreneurship – and never looked back. Now, after growing her practice, mentoring entrepreneurs, and authoring an Amazon bestseller (“Unlock the Entrepreneur Within”), she’s known for her warm blend of business insight and Northern Irish determination. Co-hosts Philippa Haynes and Mark Lee dig into: • Turning crisis into opportunity – how Melanie landed her very first client in the same week she was made redundant • Building a client base through networking that feels more coffee morning than cold-calling hell • Growing a practice on your own terms: why boundaries, values, and saying “no” lead to better clients and calmer days If you’ve ever wanted practical inspiration on navigating fee conversations, keeping your sanity through growth and change, or backing yourself when doors close, Melanie’s story is a must-listen. Don’t forget to subscribe, leave a review, and share the podcast with a fellow accountant who could use a dose of encouragement! The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland. To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com _________________________________________________________________ Interested in becoming a Patreon for exclusive content for just the price of a coffee?   Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

    Accountants' Success Secrets with Melanie Grant-Coey

  6. Aug 9

    Accountants' Success Secrets Reflection

    This week’s episode of Accountants’ Success Secrets is a reflections special! Co-hosts Philippa Haynes and MARK LEE FCA are looking back over five recent interviews with forward-thinking accountants—each with their own unique story and approach to building a thriving practice. From Yorkshire to North London, Manchester to the meetings of the Sole Practice Club, Philippa and Mark distil the best ideas, thought-provoking mistakes, and light-bulb moments shared by their recent guests, including AAT-licensed accountants, digital trailblazers, niche practitioners, franchise pioneers, and multi-business owners. Headliners to listen out for: Fee Increases Without the Fear: How to stop having awkward conversations after five years of frozen pricesFinding (and Attracting) Your Ideal Client: Why one guest quit chasing every sector and still built a booming businessThe Outsourcing Toolkit: From virtual assistants to offshoring payroll and specialist tax advice, who’s delegating what (and why you should too)If you missed any recent interviews, want to sidestep common pitfalls, or just need practical, honest, and sometimes hilarious advice to keep your practice growing, this is your essential catch-up. Settle in for real-world insights and relatable stories that every UK accountant can use. Subscribe, rate us, and share the wisdom with your fellow practitioners! The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland. To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com _________________________________________________________________ Interested in becoming a Patreon for exclusive content for just the price of a coffee?   Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

  7. Jul 30

    Accountants' Success Secrets with Christos Liondaris

    This week’s episode welcomes Christos Liondaris, Managing Director of Liondaris and Co., a thriving firm of certified accountants and tax advisers in Cockfosters, North London. Having started his career from the ground up—first working in family circles, then gaining experience in several practices—Christos made the bold leap to launch his own firm in 2016. Since then, he’s built a specialist client base of property owners, landlords, developers, and creatives, all while growing a team dedicated to proactive, empowering partnerships. Alongside his accountancy success, Christos juggles multiple ventures—including a specialty coffee shop and letting agency—bringing genuine entrepreneurial flair to practice life. His story is proof that accountants really can wear (and balance) several hats. In this episode, co-hosts Philippa Haynes and Mark Lee quiz Christos on his unique journey, business milestones, and the realities of running not just one, but multiple ventures. Expect honest lessons and practical advice including: • How to scale a practice from your friend’s tax returns to 600 clients (without losing your sanity or your sense of humour!) • The power—and pitfalls—of keeping your fees too cosy for too long • Why building your circle of mentors (inside and outside accountancy) is the best insurance policy you’ll ever buy Whether you’re plotting your own leap, wrestling with pricing, or curious about building something bigger than just a practice, Christos’s story will spark ideas (and maybe the urge for a proper cup of coffee). Don’t forget to subscribe, leave a review, and share the podcast with your network! The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland. To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com _________________________________________________________________ Interested in becoming a Patreon for exclusive content for just the price of a coffee?   Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

    Accountants' Success Secrets with Christos Liondaris

  8. Jul 24

    Accountants' Success Secrets with Amrat Thorpe

    This week’s episode features Amrat Thorpe, founder of AKT Accountancy, an independent practice based in Watford. Amrat’s career spans from qualifying as a Chartered Accountant in 1998 to holding senior group finance roles in industry, before starting her own practice in 2018. Driven by a passion for working closely with small businesses, Amrat’s journey is packed with lessons on designing a practice around life—not the other way round. With co-hosts Philippa Haynes and Mark Lee FCA at the helm, you’ll hear how Amrat put people and flexibility first, and what she’s learned in juggling technical, commercial, and human skills to keep her work and personal life in balance. Here are three headliners you won’t want to miss: Ditching the “Busy Fool” Trap: Amrat reveals why scaling isn’t always about staff or long hours, and how she set her own measure of success.The Price is Right: Practical tips on pricing, menu-based services, and how to handle scope creep—all with honesty and clarity for stress-free client relationships.Nailing the Solo Game: The importance of peer connection, knowing your value, and drawing on professional networks to stay sane and supported as a one-person practice.If you sometimes wonder how others make practice ownership work for them—or whether you’re allowed to do things differently—this episode is your permission slip. Tune in, subscribe, and share the Accountant Success Secrets podcast with your accountant friends. The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland. To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com _________________________________________________________________ Interested in becoming a Patreon for exclusive content for just the price of a coffee?   Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

    Accountants' Success Secrets with Amrat Thorpe
See All (117)

About

The Accountants’ Success Secrets podcast showcases and celebrates successful accountants who are doing good things, have years of experience and whose stories can inspire and encourage other accountants around the UK.

Information

  • Creator
    Mark Lee Philippa Haynes
  • Years Active
    2023 - 2026
  • Episodes
    117
  • Rating
    Clean
  • Copyright
    © 2026 Accountants' Success Secrets
  • Show Website
    Accountants' Success Secrets

You Might Also Like