January 25, 2024

Episode 102: Mark Walker, VFD Pro


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The Story

The key question – how do you and your firm make a difference? – makes a difference itself in the conversations you have with your current team members when it comes to connecting them up with the real meaning behind what you're doing.

Making a difference and communicating that will also help you connect with potential future employees so that they're more likely to join your firm rather than another, ultimately making a difference to the business owner clients that you currently work with, as well as to future prospective clients.

If these future prospective clients are able to see that you can really make a difference to them and their business, they’re more likely, obviously, to want to work with you and your firm.

In this podcast with Mark Walker of VFD Pro, Mark unpacks his experience as a senior financial professional, including his time as a board-level finance officer at Carnival Cruises and his work with The Co-Op, as well as with a number of SMEs.  He has built a product, a tool, that's shown him, his client accountancy firms and their clients how they can make a difference by better connecting. Yes, there is a conversation around the future of their business, and yes, around the finances, but also around the whole business, so that there's a stronger relationship.

That's why I think this podcast discussion is so important. Please scroll down this episode page for the contact information for Mark and for the additional, downloadable resources mentioned in this podcast.

The Solution:





Connect with Mark

Connect with Paul

Resources relating to this podcast:

During the podcast, Paul and Robert discuss the value of KPIs for both the team and the clients. Robert talks about the typical KPIs for a hospitality business and their importance to management and to the wider team. He feels that when the team have KPIs they are more invested and better connected to the KPIs of their manager, as well as to the business as a whole.

From his team’s point of view, Robert thinks that quarterly goals are too broad, so they have introduced monthly meetings with each team member to ensure that their current KPIs and goals are still correct and achievable.

Rob's main KPI is team happiness – if they are happy, the clients are happy.

Most accountancy firm owners and managing partners measure what they think is right rather than measure what matters most.

We know accountants love to track and measure – let’s make sure you track and measure the right things in your firm. Click here to read this Business Breakthrough report – Healthy Heartfelt KPIs – and discover how to use them as key PREDICTIVE indicators.

Towards the end of the podcast, Robert and Paul discuss leading and managing change and how there is just never enough time to get eveything done. Rob talks about the discipline he attaches to his running and admits that he does not always get the work/life balance right.

He mentions a book called Atomic Habits, by James Clear, that outlines how small changes can make a big difference. Here is a link to the book.

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