Episode 147: Caroline Carter Resources

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Think about the traditional route most accountants follow before going into practice.

In this podcast, I explore the route taken by Caroline Carter, of Carter Clear Accounting. You'll find Caroline's route anything but traditional.

From having mental health challenges in the house, to a teenage pregnancy, to running a pub – a busy pub – at age 23, Caroline's background is rich and varied, and all of this has informed how she runs her successful accounting firm.

In this deeply human podcast, hear Caroline talk about how her background underpinned her approach to accounting, and how her diagnosis of ADHD helped her to make sense of the world.

https://humanisethenumbers.online/episode-147-caroline-carter-owner-of-carter-clear-accounting/

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

Tweets For This Episode 

1. Listen to this Humanise The Numbers podcast with Caroline Carter from Carter Clear Accounting. Caroline shares how her diagnosis of ADHD and OCD helped her make sense of the world and the way she operated.

2. Listen to this Humanise The Numbers podcast with Caroline Carter from Carter Clear Accounting. Caroline shares her long and varied journey into the accountancy world.

3. Listen to this Humanise The Numbers podcast with Caroline Carter from Carter Clear Accounting. Caroline talks about client expectations and the importance of those relationships.

https://humanisethenumbers.online/episode-147-caroline-carter-owner-of-carter-clear-accounting/

LinkedIn Posts For This Episode

1. Listen to this Humanise The Numbers podcast with Caroline Carter from Carter Clear Accounting. Caroline talks about what 'humanising the numbers' means to her and why numbers are how she makes sense of the world – numbers don't lie, they don't judge you, and they don't have an opinion.

2. Listen to this Humanise The Numbers podcast with Caroline Carter from Carter Clear Accounting. Caroline talks about her world before her ADHD and OCD diagnosis and how the diagnosis brought some clarity to her life and helped her understand why she does things the way she does.

3. Listen to this Humanise The Numbers podcast with Caroline Carter from Carter Clear Accounting. Caroline shares aspects of her long, varied career, including managing a pub, and how this opened her eyes to the world of accountancy, but, in her case, bad accountancy.

4. Listen to this Humanise The Numbers podcast with Caroline Carter from Carter Clear Accounting. Caroline shares her career journey after leaving the pub, the difficulty of getting a job as a single mum with two kids and the stigma that came with this, and the reluctance of many firms to give her a chance.

5. Listen to this Humanise The Numbers podcast with Caroline Carter from Carter Clear Accounting. Caroline shares her journey into the accountancy world – how she knew straightaway it was for her and how a friend helped her get her first job in an accountancy practice.

6. Listen to this Humanise The Numbers podcast with Caroline Carter from Carter Clear Accounting. Caroline talks about working closely with her clients on their numbers and how this has increased their level of understanding in the financials of their own business, improving the conversations they have.

7. Listen to this Humanise The Numbers podcast with Caroline Carter from Carter Clear Accounting. Caroline discusses the importance of the client relationship – actually knowing them as people, knowing their family, and understanding their lives. Caroline and her team are in contact with their clients regularly. Not only does this mean their working relationship is excellent, but it also provides cross-sell opportunities.

8. Listen to this Humanise The Numbers podcast with Caroline Carter from Carter Clear Accounting. Caroline shares her 'free trial' approach to upselling and why offering something for free generally means that, when the trial period ends, the client will want to pay for the service to continue as the new service is something they have got used to and now value.

9. Listen to this Humanise The Numbers podcast with Caroline Carter from Carter Clear Accounting. Caroline talks about the 'Touchy Awards' and why touchpoints with clients are measured and rewarded.

10. Listen to this Humanise The Numbers podcast with Caroline Carter from Carter Clear Accounting. Caroline discusses client expectations, the 'Amazon effect', and how she ensures that she gives every client a personalised service, even if that means they communicate on several different platforms.

11. Listen to this Humanise The Numbers podcast with Caroline Carter from Carter Clear Accounting. Caroline talks about the future of the profession and the 'AI revolution', but is convinced that we will always need people with technical expertise. She feels that AI will do all the 'dreary stuff' (her words), but technical know-how will still be vital, along with the increased demand and expectation for advisory skills.

12. Listen to this Humanise The Numbers podcast with Caroline Carter from Carter Clear Accounting. Caroline shares her thoughts about the future for her and her team. They are not looking to grow at the moment and are in a period of focusing on the current client base and developing the team. (But she does have a bright shiny object waiting in the wings.)

https://humanisethenumbers.online/episode-147-caroline-carter-owner-of-carter-clear-accounting/

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Soundbite for this episode

Here is a soundbite of the interview with Caroline

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