Accounting Leaders Podcast

Stuart McLeod
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  • MANAGEMENT
  • UPDATED WEEKLY
Accounting Leaders Podcast

Join Stuart McLeod as he interviews the world's top accounting leaders to understand their story, how they operate, their goals, mission, and top advice to help you run your accounting firm.

  1. 06/28/2023

    Bridging the gap between tech vendors and accountants, with Seth Fineberg

    eth Fineberg spent most of his professional career writing for the accounting industry. In this episode, he joins Stuart to share his new business venture, and how he's going to help bridge the gap between tech vendors and the community they serve. Episode notes: Gaining the trust of customers is more important than ever for tech vendors (04:20)Helping all boats rise by supporting small businesses (05:30)Seth's business venture into Accountants Forward (08:25)Using quality content to help advance the accounting profession (10:00)Seth's journey from business journalism to AccountingWEB (11:30)How AccountingWEB found its purpose as a publisher (20:30)The transactional approach to customer relationships doesn't work anymore (25:00)The next big thing for accounting technology (30:20)

    36 min

  2. 06/15/2023

    Doing good work for good people, with Alasdair McGill and Colin Munro

    Alasdair McGill, Managing Director at Ashton McGill brings his client Colin Munro, Founder of Miconex, to share the journey they went on together that turned a small, local Scottish startup into growing global business. How Alasdair developed a service-oriented mindset at EY (02:00)Bringing a bespoke designer approach to accounting at Ashton McGill (04:34)Colin's journey from marketing to restaurants to a small business startup (07:30)The accelerated consumer desire to support the local economy (17:00)How Colin's firm, Miconex, is making it easy to shop local (18:55)When an accountant becomes a part of your firm's DNA (26:55)Do good work for good people (38:20)Where the future lies for Ashton McGill and Miconex (39:00)

    42 min

  3. 05/19/2023

    Finding an accountant's purpose in numbers. A conversation with Jennie Moore

    Jennie Moore wears two professional hats: one as an accounting firm owner, the other as Ignition's Partnerships Manager. In this episode, Jennie joins Stuart to discuss all things accounting and technology—from what can be done to make the accounting industry attractive again, to how technology can be used to augment accountants' capacity. When Jennie met Stuart (00:45)Balancing life as Ignition's Partnership Manager and accounting firm owner (02:30)'Numbers accountants' vs. 'purpose accountants' (07:00)How to make accounting sexy again (09:45)Finding unexpected talent (14:00)Technology's role in augmenting accountants' capabilities (18:00)Knowing your ideal clients and sticking to your principles (20:00)Jennie's plan to ensure data integrity at her firm (24:00)How in-person events encourage deeper personal connections (28:50)

    31 min

  4. 05/05/2023

    From good to great: A legacy of empowerment with Anton Colella

    Anton Colella's journey in accounting is unconventional. After 18 years as a religious teacher, he joined Scotland's Institute of Chartered Accountants and later became the CEO of Moore Global, one of the world's largest accountancy networks. In this episode, Anton shares his story as a religious teacher, a leader, and a man with a strong sense of a higher purpose. Episode notes: Anton's 18 years as a religious teacher and a sports coach (01:00)The profound fulfillment of being an educator (04:00)How a major crisis in the Scotland education system incidentally changed Anton's professional path (07:15)Transferring his persuasion skills from teaching to management (09:00)Changing the world by healing one broken childhood at a time (10:15)Anton's mission to bring social responsibility back to the accounting profession (17:30)Factors that influence the perception and growth of the profession (19:00)The importance of purpose and culture in an accounting firm (28:00)A leader's responsibility to help people and organizations go from good to great (34:00)

    39 min

  5. 04/27/2023

    Turning all of life's lemons into lemonade, with Candy Bellau

    Candy Bellau grew up with an unconventional father who applied his genius in all the wrong ways. In this episode, Candy candidly shares how others' mistakes enlightened her to live a life of integrity, and what she's doing to maintain work-life balance for herself and her staff. Learning how to do bookkeeping at 14 years old (01:20)Uncovering major accounting fraud while working as a bookkeeper (03:00)How Candy's evil genius father shaped her moral and ethical codes (05:00)Reconnecting with her father on his deathbed (12:00)Candy's accidental involvement with a check-kiting scheme (18:00)A brief stint as a Peace Corps volunteer in Namibia (22:00)How Candy put a fraudulent executive behind bars (25:00)Finding a new sense of purpose as a coach (29:00)Putting family first, not just for the owner, but for every staff member (32:00)

    38 min

  6. 04/19/2023

    Right people, right place, right time. A conversation with Carla Caldwell

    Carla Caldwell, Stuart's long-time friend and ex-colleague, joins him for a delightful conversation about her journey in accounting, accounting technology, consulting, and entrepreneurship. Reminiscing together (00:05)How family and mentors influenced Carla's accounting journey (01:55)Finding her superpower in accounting and technology (05:20)The game-changing opportunity to be a part of Xero's early days in the US (12:10)Carla's post-Xero venture as technology and process consultant for accountants (21:20)Harnessing the power of technology (rather than resisting it) (24:00)How the accounting industry might solve the talent challenge (27:30)Building meaningful, personal connections with your staff (30:00)How the 'Working Geniuses' model uplifts her staff (34:00)Carla's most memorable clients (38:30)

    42 min

  7. 04/07/2023

    Are accountants the missing piece of holistic wealth management? A conversation with Rob Santos and Rory Henry

    Rob Santos and Rory Henry of Arrow Root Family Office join Stuart to discuss how accountants are primed to be strategic advisors in the wealth and family management space. Together, they talk about: Why accountants are well-positioned to get involved in wealth management (02:15)The origin story of Arrowroot Family Office (07:00)Creating a personalized financial advisory experience (09:40)Diversifying an accountant's portfolio with wealth management (12:00)Are accountants the future of investment advisory? (15:30)How accountants can add value to a holistic financial plan (28:06)Planning for succession as firm owners (32:00)

    37 min

  8. 03/30/2023

    Solving big problems in a small town, with Meghan Blair

    Meghan Blair lives and works in Nantucket, Massachusetts, a tourist town with a close-knit community. In this episode, Meghan and Stuart discuss COVID's impact on seasonal economies, what accounting professionals can do to help, and an exciting update for Meghan's firm—Fogged in Bookkeeping. The unforgettable experience of living on a cattle farm in Australia (03:17)The cultural and economic diversity in Nantucket, Massachusetts (09:20)COVID's impact on service-based, seasonal economies (12:57)Building sustainability, and social responsibility metrics into accounting processes (15:10)How COVID accelerated innovative, data-driven problem-solving in Nantucket's food and hospitality industry (18:29)Growing a remote accounting firm before it was popular (24:07)Karbon's instrumental role in Meghan's bookkeeping practice (29:00)Fogged in Bookkeeping's merger with GrowthLab (30:00)

    35 min
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5
out of 5
3 Ratings

About

Join Stuart McLeod as he interviews the world's top accounting leaders to understand their story, how they operate, their goals, mission, and top advice to help you run your accounting firm.

Information

  • Creator
    Stuart McLeod
  • Years Active
    2021 - 2023
  • Episodes
    74
  • Rating
    Clean
  • Copyright
    © 2022 Karbon Inc.
  • Show Website
    Accounting Leaders Podcast

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