• The Firm

  • Podcast

  • Summary

  • The Firm brings you exclusive, peer-led content designed for accountants and bookkeepers looking to thrive in an evolving industry. Featuring a collection of shows, including 'Statement Brand,' 'M&A Diaries,' and more, our podcast provides in-depth exploration into the technical, leadership, and strategic aspects of accounting today.


    From navigating mergers and acquisitions to building a standout firm brand, each episode connects you with the real experts—accountants, industry leaders, and consultants—who share their stories, insights, and practical advice. No fluff, just real, actionable knowledge you can use to shape your practice and stay ahead of emerging trends.


    Statement Brand dives into the intersection of branding, marketing, and accounting, helping you build a personal or firm identity that stands out. M&A Diaries takes you behind the scenes of mergers and acquisitions in the accounting world, offering honest discussions on what works, what doesn’t, and how to navigate the complexities of scaling your firm.


    Whether you’re a firm owner, a sole practitioner, or just getting started in the field, The Firm is here to democratise industry knowledge, put accountants in the spotlight, and help you take your career to the next level.


    Subscribe now and join the conversation that’s reshaping the accounting industry.


    Hosted on Acast. See acast.com/privacy for more information.

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Episodes
  • Statement Brand: Stop Faking It: How Authenticity Builds the Strongest Personal Brands
    Nov 7 2024

    Episode Summary

    In this episode of Statement Brand, Andrew Van De Beek and Chad Barnier delve into the power of authenticity in personal branding. They discuss how staying true to oneself is key to building a brand that resonates deeply with others, emphasising that personal branding should prioritise value and human connection rather than trends. Sharing personal stories, Andrew and Chad highlight the importance of "thought contribution" over "thought leadership," explaining how intentionality, feedback, and staying aligned with your values create sustainable success. They also touch on measuring the ROI of personal branding efforts and leveraging different platforms for maximum impact.


    Key Takeaways

    • Embrace Authenticity: Personal branding starts with being true to yourself and your values, rather than following industry trends or trying to fit a mold.
    • Value Over Self-Promotion: Focus on contributing meaningful insights rather than positioning yourself as a "thought leader."
    • Seek Honest Feedback: Understanding how others perceive you—through feedback from friends, family, and colleagues—can enhance your brand's authenticity.
    • Intentionality and Consistency: Show up consistently with intention to build a lasting brand that delivers real impact.
    • Measure and Adapt: Keep track of the ROI of personal branding efforts to understand what resonates and adapt accordingly.
    • Platform Strategy: Tailor your approach to each platform, including social media, podcasts, and in-person events, to maximise engagement.


    Notable Quotes

    • "Just be yourself; everyone else is taken."
    • "Don’t try to be everything for everyone. Be everything for someone."
    • "Authenticity isn’t about being divisive; it’s about being decisive in what you stand for."
    • "Rising tide lifts all boats."
    • "I’d like to use these words as I give you permission to hold me accountable to the actions that I’m trying to achieve."


    Guest Bio

    Andrew Van De Beek FCA is the founder and director of Illumin8, an innovative accounting firm that focuses on purpose-driven work and authentic client relationships. Known for his forward-thinking approach to accounting, Andrew champions personal branding and encourages professionals to stay true to their unique identities. A sought-after speaker and thought leader in the accounting industry, he advocates for a human-centered, relationship-based approach to business and client service.


    Hosted on Acast. See acast.com/privacy for more information.

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    1 hr and 14 mins
  • Statement Brand: Secrets to Winning Clients Without Selling, Tyler Caskey’s Game-Changing Approach
    Nov 7 2024

    Episode Summary

    In this episode of Statement Brand, Tyler Caskey, partner at The Bean Counters, shares his unique approach to personal branding and winning clients by leading with value instead of pushing sales. Tyler reveals how he uses LinkedIn to connect with potential clients, focusing on solving their problems and offering free advice to build trust and credibility. He also discusses how he empowers his team to develop their own personal brands, providing them with the freedom to engage authentically on social media while maintaining professionalism. Tyler and Chad Barnier dive into practical strategies for time management, prioritising client needs, and tailoring content across different social platforms to engage effectively.


    Key Takeaways


    • Lead with Value: Focusing on helping clients solve problems, rather than selling, builds strong relationships and can lead to high-value work.
    • Empower Your Team: Encourage team members to build their personal brands, giving them the freedom to engage authentically with guidelines for professionalism.
    • Social Media Strategy: Establish credibility on platforms like LinkedIn by sharing value-driven content that resonates with clients.
    • Adapt for Different Styles: Introverts and extroverts can each succeed on social media by playing to their strengths in connecting with clients.
    • Prioritise Effectively: Structure your day around meetings and tasks that align with your goals, balancing existing client needs with new opportunities.


    Notable Quotes

    • "The job is not to sell. The job is to solve without selfish intent. If it turns into money, awesome. If it doesn’t, just help them for free."
    • "It’s not the Tyler show. It’s about the team."
    • "Introverts focus on niche topics, while extroverts tend to repost anything they see."
    • "Learn to listen with the same passion that you have in the need to be heard."
    • "Our goal in every meeting is to listen first."


    Guest Bio

    Tyler Caskey is a partner at The Bean Counters, where he prioritises building strong client relationships and empowering his team. Known for his authentic approach to personal branding, Tyler leverages LinkedIn and other social media platforms to connect with clients and establish credibility in the accounting world. Passionate about team growth, Tyler encourages his staff to build their own brands while providing a supportive framework for success.


    Hosted on Acast. See acast.com/privacy for more information.

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    1 hr and 9 mins
  • M&A Diaries: Freddie Bellhouse on Why Accountancy is the New Hotspot for Private Equity
    Nov 7 2024

    Episode Summary

    In this episode, Freddie Bellhouse, co-founder of Ford House, shares his journey from law to investment, delving into why the accountancy sector is a prime target for private equity. He discusses the recurring revenue appeal, lessons from past roll-ups, and the importance of alignment and integration in acquisitions. Freddie and James Gosling also explore how AI and technology are shaping the future of accounting and why dedicated management teams and cultural fit are essential for driving business growth in this evolving landscape.


    Guest Bio

    Freddie Bellhouse is the co-founder of Ford House, an investment firm specialising in acquiring and growing small to mid-sized businesses, with a keen focus on the accountancy sector. Originally trained as a lawyer, Freddie transitioned into private equity, bringing a unique perspective on the potential for growth within professional services. Known for his strategic insights, Freddie advocates for the importance of cultural alignment, effective management, and technology integration in successful mergers and acquisitions. His experience spans across various industries, but he’s especially passionate about leveraging AI and smart management to drive productivity and value in accounting firms.


    Key Takeaways

    • Accountancy’s Appeal to Private Equity: The sector’s recurring revenue model makes it attractive for investors looking for stable, predictable returns.
    • Importance of Cultural Alignment: Acquisitions succeed when there’s alignment, particularly in people-based businesses like accounting.
    • Integration and Management: Smooth integration and strong, hands-on management are crucial for long-term success in mergers and acquisitions.
    • AI’s Emerging Role: Although still in early stages, AI has significant potential to improve productivity and efficiency in accountancy.
    • Lessons from Past Roll-Ups: Challenges in past roll-ups, like key man risk and cash flow issues, offer valuable insights for future acquisitions.
    • Consolidation Trends: The accounting sector is consolidating, creating opportunities for larger firms with more advanced tech capabilities.
    • Investment Strategy: Long-term planning and strong management are keys to unlocking value in acquired businesses.


    Notable Quotes

    • "The accountancy sector is a goldmine for private equity—predictable revenue and growth potential make it irresistible."
    • "Cultural alignment isn’t just nice to have; it’s essential in people businesses if you want real, long-term success."
    • "AI in accounting is still in its infancy, but the potential for efficiency gains is tremendous."
    • "Lessons from past roll-ups show us the importance of cash flow management and reducing reliance on key individuals."
    • "Consolidation is reshaping the accounting landscape, opening doors for firms willing to adapt and integrate technology."



    Hosted on Acast. See acast.com/privacy for more information.

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    48 mins

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