January 30, 2025

Episode 129: Stephen Paul, Managing Director at Valued

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The Story

When you come across an accountant who happens to have 900 clients – business clients – and who has a page on his website called The Human Accountant, you can understand why we at the Humanise the Numbers podcast would be interested in having a bit of a chat.

It was our great pleasure and privilege to welcome Stephen Paul on this podcast discussion, where we unpacked what really matters to Stephen – running the sort of firm that enables him to live the life that he wants and to earn the living that he wants to earn and to create a business that he can feel proud of.

On this podcast, we dive into the technology that they brilliantly use as a team – because how else can you look after 900 clients with just 16 team members? That’s the technology piece, but there's also the purpose piece. Why is he in business? Why is purpose important to his clients and his team?  We also spend a bit – but an important bit – of time on the core values of the business and whether those values have teeth or not.

We encourage you to have a listen to this podcast with Stephen Paul, of the accountancy firm Valued. We’re sure you’ll find it useful.

Please scroll down the podcast’s episode page for the contact information for Stephen and for the additional, downloadable resources mentioned in the podcast.

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SHOW NOTES

Connect with Stephen

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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