Accounting Influencers Roundtable


Accounting Regulatory Bodies & Better Client Service Delivery

Episode XX. On this week’s Accounting Influencers Podcast:

➜ News – Martin & Rob discuss “Launching the Accounting Influencers Virtual Conference.” This is a new style of virtual conference in conjunction with Accountex, one of the largest in the world.

➜ Special Guest Interview: “Workflow Best Practices for Accountants with David Cristello.” David is the Founder and CEO of Jetpack Workflow, an award winning workflow software that helps smart accounting firms track all their recurring deadlines and better manage their team. He’s also the host of “Growing Your Firm” podcast and co-author of “Double Your Accounting Firm”.

➜ Rob & Martin offer up practical advice and tips on “What Works for Accountants With Better Service Delivery.” What does putting clients first really look like for accountants, and how can you service them better? All will be revealed.

➜ Expert Interview: “Cracking the Accounting Exam Code with Sabine Charles.” Sabine has over 20-years internal audit, accounting, and risk management experience in Internal Audit Controls, Business Risk, Fraud Investigation and Operational Auditing in financial services and higher education industries. She talks passionately about accounting qualifications, exams and the professional, regulatory bodies that administer them.

For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below.

Also a reminder to check out Saturday’s bonus episode from the client’s perspective – “[Why They Didn’t Buy Part 7 – Not Walking the Talk.” Great CPE or CPD for accountants with tips on how to be more authentic, congruent and relevant to the prospects who are considering hiring you as their accounting advisor.


The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus ‘from the client’s perspective’ episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week’s episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical ‘here’s what works’ tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services – the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don’t buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show’s 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.


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