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Join James from Content Snare as he interviews people doing exceptional things in the accounting and bookkeeping industry.

27 de mai.

11 - Sales for accountants who hate selling with James Sundin

James Sundin is the co-founder and Chief Evangelist at R.E.P.R.E.S.E.N.T. He's spent 16 years getting good at the one thing most accountants dread: sales. In this chat he makes the case that selling isn't being pushy, it's helping people buy. He lays out exactly how a firm can win the right clients without chasing anyone. […]
22 de abr.

10 - Building better managers in accounting firms with Rob Pillans

James Rose talks with Rob Pillans of Planet Consulting about why accounting firms often overlook learning and development. They explore the shift from technical to non-technical skills as people become managers, common gaps in delegation and communication, and how firms can build more capable teams through structured training and clearer expectations. Topics covered Resources
8 de abr.

9 - Jacqui Trumper on networking as an introvert and building a firm her way

James Rose talks with Jacqui Trumper of Black Cat Accounting about building an efficiency-first firm from the ground up. They explore choosing best-in-class tech over all-in-one systems, improving processes early, and how Jacqui turned networking as an introvert into a growth advantage. Topics covered Resources
18 de mar.

8 - Amy Holdsworth thinks firms should free accountants from admin work

James Rose welcomes Amy Holdsworth of Clarity Street to discuss improving operations inside accounting firms. They explore why tech is only a small part of the solution, how poor processes create roadblocks, and why protecting accountant time is key to growth. Topics covered Resources
18 de fev.

7 - Building a lifestyle-first accounting business with Meryl Johnston

James Rose hosts Meryl Johnston to discuss lifestyle design for firm owners and the trade-offs it requires. They discuss working backwards from an ideal day, saying no to protect time, reinvesting early into systems and people, and how Meryl stepped back from being CEO while keeping the business growing. Topics covered: Resources:
4 de fev.

6 - Inside the habits and systems driving Seamless SMSF’s standout culture with Taryn Holman

James Rose talks with Taryn Holman of Seamless SMSF about building culture by design. They explore hiring for fit, creating high-trust teams, and using experiences to strengthen relationships with clients and peers. Topics covered Resources
14 de jan.

5 - John Knight on creating a people-first brand that draws top accounting talent

James Rose speaks with John Knight of businessDEPOT about using brand and culture as a competitive advantage in professional services. They cover attracting entrepreneurial talent, fostering collaboration across disciplines, and what’s changed as the firm has grown and the accounting industry has evolved. Topics covered Resources
03/12/2025

4 - Alan FitzGerald on finding clarity in accounting tech and making smarter software decisions

James Rose hosts Alan FitzGerald, founder of Practice Connections and veteran accounting tech advisor, to discuss how firms can cut through the noise and choose software that truly fits. They explore why small firms move faster than the Big Four and what it takes to make tech decisions that actually stick. Topics covered Resources
19/11/2025

3 - How to automate your firm the right way with Isaac Perdomo

James Rose hosts Isaac Perdomo, co-founder of automation firm Opzer, to discuss how accounting and professional service firms can scale through smarter automation and process clarity. They talk about where to start and how smarter automation delivers up to 33% more clients even with a smaller team. Topics covered Resources
05/11/2025

2- How search funds work (and why accountants excel) with Chris Davey

James Rose meets Chris Davey, founder of Accountica and Search Fund Oz, to discuss the nuts and bolts of search funds and why accountants are uniquely positioned to succeed in ETA. They talk about models, capital, sourcing, and the day-to-day grind so first-timers know where to start and what this business really looks like. Topics […]
14/10/2025

1 - Trent McLaren on how to become an intentional networker and build a strong accounting brand

James Rose chats with Trent McLaren, co-founder of Vinyl and long-time accounting industry leader, about how intentional networking and authentic relationships have shaped his success. They discuss why personal connection outperforms marketing spend, how empathy drives client loyalty, and how building in public helped launch Vinyl to thousands of users in months. Topics covered Resources

11 episódios

Join James from Content Snare as he interviews people doing exceptional things in the accounting and bookkeeping industry.

Criado por

Content Snare
Anos de atividade

2025 - 2026
Episódios

11
Classificação

Explícito
Copyright

© 2025 Content Snare
Site do podcast

Between Two Ledgers