Workflow Series Archives - humanisethenumbers.online

Episode 123: Hayley Plimley, Director of Marketing and Communications at DJH

Paul Shrimpling — Mon, 17 Feb 2025 15:16:22 +0000

It's clear that, if you want to grow your accountancy firm, you need to master the art (or indeed science) of marketing and communications.
On this Humanise the Numbers podcast discussion with Hayley Plimley, Marketing and Communications Director at DJH, Hayley's been party to a journey from one office with a team of 60 people to 10 offices with a team of 568 people, in just four years.
You can imagine the communication and marketing challenges associated with that! In our discussion, we unpick what's helped Hayley do a cracking job of marketing and communications in such a high-functioning, high-performing, high-growth business.
Please scroll down the podcast’s episode page for the contact information for Hayley and for the additional, downloadable resources mentioned in the podcast.

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Episode 89: Claire Evans, Head of Client Solutions at All In Place

Paul Shrimpling — Fri, 22 Sep 2023 10:07:53 +0000

Don't you agree that it would be profoundly useful if you could get a sideways view of what's going on in the accounting profession, a sideways view from a fellow financial professional, but through a different lens? On this Humanise the Numbers podcast discussion with Claire Evans, you'll get the perspective of someone from the financial services industry.
Claire's worked in that industry for a long time. She has trained a lot of financial services people and is training accountants now on both personal and business cash flow and how to bolt the two together. And she talks profoundly, deeply, about the need, the value, of a long-lasting, meaningful relationship with a real future focus.
You’ll hear Claire unpack her five-stage framework for running a brilliant client meeting, as well as many other powerful insights.
I hope you enjoy this discussion with Claire as much as I did.
Please scroll down this episode page for the contact information for Claire and for the additional, downloadable resources mentioned in this podcast.

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Episode 44: Vipul Sheth AdvanceTrack Outsourcing: Workflow

Paul Shrimpling — Tue, 08 Mar 2022 11:19:00 +0000

How do you transform your firm’s accounts production workflow so that you free up people's time whilst simultaneously building stronger, more meaningful, more valuable relationships with your clients?
In this Humanise The Numbers podcast with Vipul Sheth of AdvanceTrack Outsourcing, you'll hear Vipul share insights from the many dozens of firms with which he and his team work, specifically around the magic of one or two profound shifts, or profound little changes, in the way you look at and tackle production workflow, so that you and your firm can free up time for your people and still build stronger relationships with your clients.
I hope you'll enjoy the discussion I had with Vipul as much as I did, and I truly hope that you take on board the messages that he shares. I'm convinced, and I know because of the experience I have with other firms, that what he's talking about makes absolute sense and will deliver the results that you want for yourself and for your firm.

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Episode 36: Georgina Gallagher-Kennett of Pinfields (Workflow Series)

Paul Shrimpling — Wed, 24 Nov 2021 15:25:48 +0000

How would it feel if you and your team in your accountancy firm were able to get to January and feel completely calm, relaxed and completely in control around the number of tax returns you've got to do?
In this Humanise The Numbers podcast discussion with Georgina Gallagher-Kennett from Pinfields Accountants in the West Midlands, you'll hear George share some deep, practical and relatively simple but important insights into what she and her team did to smooth out the flow of tax returns. You'll also hear how they diminished the normal tax return spike in December and January to less than half what they were when they started on their journey.
George is really generous in unpicking and highlighting the three or four key things that have enabled her to achieve what has been an impressive production workflow methodology within her firm. So why not join George and myself on this Humanise The Numbers podcast and see which one of the insights that George shares is of particular value to you and your firm when you next look at planning out your flow of tax returns.

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Episode 32: Jenny Cessini of Davis Grant

Paul Shrimpling — Fri, 22 Oct 2021 11:57:27 +0000

How on earth, as a firm of accountants do you manage the ever-increasing workload thanks to new clients, thanks to extra work from existing clients and the fact that it's really tough to recruit more good people into your firm?

And that seems to be getting harder, doesn't it?

On this podcast discussion with Jenny Cessini of Davis Grant in Ilford (a five partner firm with 40 people in their organization), you'll hear Jenny describe in granular detail how their weekly workflow process helps to marry up and balance the weekly expectations of their clients and new prospective clients too.

Jenny describes the weekly processes that they use to balance the workload amongst the team, get team buy in so that they're better at delivering on the targets that they have set every week and achieve the customer care that they're clearly so passionate about.

So why not please join me and Jenny on this Humanise The Numbers podcast, and hear how it's possible to balance, blend and achieve the two things that really matter - a fully engaged team and a delighted client bank.

I hope you enjoy the podcast as much as I did.

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Episode 21: Ron Baker and the Timesheet Tussle

Paul Shrimpling — Fri, 23 Apr 2021 13:04:00 +0000

To what extent have you, your colleagues, your firm been looking at the efficiency, the effectiveness, the productiveness of your accounts and tax teams whilst in the working from home locked down world we’ve been living in in recent times?

Certainly I've been experiencing a number of conversations with a number of firms around time sheets and as a result I was stimulated by one of those firms to consider having a podcast discussion with several firms on the merits or otherwise of using time sheets.

One of those firms suggested wouldn't it be great if you got the world's expert, Ron Baker involved as well.

And I thought’ that's a great idea. Let's ask him’, And I did, And I'm pleased, proud, privileged to say that on this podcast, you'll hear from Ron Baker.

You'll also hear from three very strong managing partners of accounting firms across the UK, one in the North two in the South.

You’ll hear each of them sharing their experiences of not working with time sheets, working with time sheets.

And so we've created this podcast called the time sheet tussle, which I hope contributes to your thinking around the merits or otherwise of using time sheets and maybe other ways of driving the effectiveness, the efficiency, the productivity, and therefore, of course, the profitability of your firms.

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