Specialist Firms Archives - humanisethenumbers.online

Episode 117: Kat Wellum-Kent of Fractional Finance

Paul Shrimpling — Fri, 29 Nov 2024 13:51:33 +0000

What must it feel like to leave a promising, high-flying career with a leading firm and start up your own firm – to hand your notice in and, six months later, kick-start your accountancy firm with one client?
Well, that's exactly what Kat Wellum-Kent has done. She set up Fractional Finance and has grown that to a business with a fairly clear vision of building a £5 million turnover business in just five years. She already has clients paying her, yes, £400 a month, but also clients paying her £7500 a month.
On this podcast, you'll hear Kat share her insights around fairness for the team and the vision based around how this will play out for her clients and the capital value that she's going to help them grow. She shares the importance of building a vision board and having good reasons for why you're doing what you're doing, so that in those moments where it gets tough, you can have a quick check-in on your vision board and say, yeah, I'm on the right path.
Why not go to this podcast discussion with Kat Wellum-Kent to hear those deep insights and see how they might apply to your established firm, or your startup firm, or the firm that you've got in your mind's eye that you're looking to set up in the not-too-distant future. I'm certain you'll get great value and enjoy the discussion we have together.

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Episode 106: Mike Dean of Whisper Claims

Paul Shrimpling — Thu, 25 Apr 2024 15:13:00 +0000

You’d probably agree that, if you get to a place where you have a strong collaborative relationship with a client and you're doing what you can to educate them and to protect the best interests of their business, you're going to be building a deep relationship, a loyal, long-standing relationship, with that particular client.
And it was those three factors – collaboration, education and protection – that stood out as the valuable elements of this discussion with Mike Dean of Whisper Claims, as he talks about R&D Tax, something I wasn’t expecting would show up on the Humanise the Numbers podcast.
But Mike talks a lot of sense with regard to collaboration, protection and education in the R&D Tax space, a sector in which there is a high degree of uncertainty and, maybe, a sense of wariness, because of what's taken place in recent times.
If you’ve got clients who are wondering about or who are interested in R&D Tax, but you’re nervous about it, why not check out this humanisethenumbers.online podcast.
Go to your favourite podcast platform and seek out Humanise The Numbers and Mike Dean, and I’m sure you'll get some valuable insights from the discussion.

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Episode 79: Julie Wilkinson of Wilkinson Accounting Solutions

Paul Shrimpling — Thu, 18 May 2023 14:36:00 +0000

It’s fascinating when you get the opportunity to hear the powerful and valuable insights from the leader of a large finance team, responsible for the financial reporting of a £250 million turnover business, who then decides to drop that and start her own accounting business, grow it quickly, organically, and then begin to acquire other firms in order to accelerate the growth of the firm.
Well, that’s Julie Wilkinson of Wilkinson Accountancy Solutions. She joins us on this humanisethenumbers.online podcast discussion and shares valuable observations around marketing, around how capacity comes before growth and around the challenges and processes needed to ensure that the systems are right in a high-growth business, as well as the importance of having a strategic reset every 13 weeks with the whole of the team.
Fascinating conversation, useful insights. I hope you’ll join me at humanisethenumbers.online and check out my discussion with Julie Wilkinson.

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Episode 78: Dr Peter Ellington, CEO of TBLA Ltd and Associate Professor

Paul Shrimpling — Fri, 05 May 2023 13:59:00 +0000

Have you ever wondered if, in your firm, you could be doing more in the environmental, sustainability space? Could the environmental message result in you winning new high-grade clients? Could it help you retain people or maybe even recruit new people?

In this podcast discussion with Peter Ellington, you’ll hear his candid, open and quite revealing insights, insights based on the research he’s done into the environmental space.
He’s now building educational programs with the ACCA, and with ICAEW, and is growing his 800-client accounting firm on the back of his work in and around environmental sustainability.

By the way, these are insights that you can apply to your firm as well, which could make you and your team feel a greater sense of pride and which could make a big and lasting difference.

Please scroll down once on the podcast episode page to find the contact information of this guest and additional, downloadable resources mentioned in this podcast.

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Episode 64: Liz Jackson and Andy Denny of BCMS

Paul Shrimpling — Tue, 29 Nov 2022 14:49:31 +0000

There’s no doubting the quality and strength and depth of the relationships you have with your best business-owner clients.
But someone will pip the quality of those relationships when they get involved in discussing, planning and executing the sale of your clients’ businesses.
On this humanisethenumbers.online podcast discussion, you’ll hear from Andy Denny and Liz Jackson – both directors at an organisation called BCMS, a specialist M&A provider helping business owners turning over anywhere between £10 and 100 million, sometimes a little bit less, sometimes a little bit more – and how they get really deep, really strong connections with business owners over a six- to twelve-month window.
In this discussion they share insights, ideas and some really valuable points about how building a stronger human connection with your existing team, with your clients, has a profound impact on the way they do business, and impacts the team and how they get engaged with what they’re doing. This applies to your firm of accountants too.
Two different types of relationship, but the insights and the points are relevant to their business and relevant, I believe, to your accountancy business too.
I hope you get value and I hope you enjoy this discussion between Liz Jackson, Andy Denny and myself on this humanisethenumbers.online podcast. If you've got any thoughts or any questions on what you hear or if you can watch the video version, please get in touch.

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Episode 48: Ron Baker on pricing and strategy

Paul Shrimpling — Tue, 05 Apr 2022 12:46:00 +0000

How does your accountancy firm earn the right to achieve and be comfortable with prices that are three, four, five times or more higher than you would normally charge a typical client?
In this podcast, which was a great pleasure and privilege to make, we have Ron Baker discussing pricing, the subscription model, niche marketing and positioning, strategy and purpose. I hope you'll take the time to listen to the insights, the valuable gems, that are included in this podcast.
Why not join Ron and I at humanisethenumbers.online or on your favourite podcast platform to discover and take advantage of the insights and valuable strategies that Ron is suggesting could pay off for you and for your firm, for your team and, by the way, for your clients as well.

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Episode 47: Stephen Pell of ICONAC – Niche Series

Paul Shrimpling — Mon, 04 Apr 2022 12:33:00 +0000

Occasionally I struggle to work out how best to help an accountant or an accountancy firm connect with the real value that they deliver to their clients, especially their business-owner clients.
In this podcast discussion with Stephen Pell, you'll hear Stephen and I unpack the emotional part of the value equation, drawing on Stephen’s knowledge and expertise in his work with music artists.
Stephen and his team of 15 people serve artists primarily in the UK, expanding into the US. And he does a brilliant job of demonstrating how to set up and run a niche accounting firm. But he also has many insights for all accountants, specifically around the importance of building an emotional connection with clients.
So please join me and Stephen at humanisethenumbers.online or on your favourite podcast platform – Apple, Spotify or others – and see what you make of Stephen’s valuable insights.

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Episode 42: Rob Whittall of Dyke Yaxley

Paul Shrimpling — Wed, 02 Feb 2022 13:21:47 +0000

What does it take for a firm, even a specialist niche firm, to grow substantially, year-on-year, for over a decade?
In this podcast discussion with Rob Whittall of Dyke Yaxley, USA, Rob shares the insights, ideas and strategies that have helped him grow his firm and build two teams, one in the US and one in the UK. He will also share how his specialist firm helps UK and US businesses, as well as individuals, navigate the complexities of tax across the two countries.
Join me at humanisethenumbers.online and hear how Rob has grown a really elegant, professional firm, a firm of which he is rightly very proud.

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Episode 34: Carl Reader on Niche Marketing for Accountancy Firms

Paul Shrimpling — Wed, 10 Nov 2021 13:58:21 +0000

It's not uncommon for a firm of accountants to consider the idea of niche marketing, focusing the firm in a particular sector, or to maybe even have several of those niches working within their firm.

On this podcast discussion with Carl Reader you'll hear Carl unpack some of the deep, valuable, insightful ways that he and his team at d&t have come to dominate the franchise sector as an accounting firm, with a significant percentage of the total clients in that particular sector.

So why not, if you're interested in the power of niche marketing and focusing your firm on a niche, then take time out to listen to Carl and I, as Carl reveals the deepest of insights about his approach to his niche and how it's paid off for his firm and see what you think could and should work in your firm, so that you can get some real value out of listening to this Humanise The Numbers podcast.

It's a fascinating discussion with Carl. I can't believe how generous he was. I hope you get as much out of it as I did.

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