March 12, 2024

Episode 105: Dave Clough and Andy Guy of FD Intelligence


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The Story

Have you ever wondered how you can build greater capacity into your firm, so that you free up your people to do more of the higher-value work?

In this podcast discussion with Dave and Andy from FD Intelligence, we unpack the value, the power, the simplicity, arguably, of introducing robot process automation into your firm in a deeper way. If you're not already working with it, you should take this deadly seriously.

I think this is a profoundly valuable discussion with both Dave and Andy because of the time freedom that it can potentially bring to every accountancy firm – time freedom that enables people to think, enables people to deliver greater customer care and, as a result, builds a greater, more valuable firm. I hope you enjoy and value this discussion as much as I did.

Scroll down this podcast’s episode page for the contact information for Dave and Andy and for the additional, downloadable resources mentioned in this podcast.

The Solution:





Connect with Andy

Connect with Dave

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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