PODCAST · business
The Firm
by The Firm
The Firm brings you exclusive, peer-led content designed for accountants and bookkeepers looking to thrive in an evolving industry. Featuring a collection of shows, including 'Statement Brand,' 'M&A Diaries,' and more, our podcast provides in-depth exploration into the technical, leadership, and strategic aspects of accounting today. From navigating mergers and acquisitions to building a standout firm brand, each episode connects you with the real experts—accountants, industry leaders, and consultants—who share their stories, insights, and practical advice. No fluff, just real, actionable knowledge you can use to shape your practice and stay ahead of emerging trends. Statement Brand dives into the intersection of branding, marketing, and accounting, helping you build a personal or firm identity that stands out. M&A Diaries takes you behind the scenes of mergers and acquisitions in the accounting world, offering honest discussions on what works, what doesn’t, and
Episodes
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Ashley Rhoden - How To Succeed With M&A Integration Before The Deal Is Done
In this insightful episode of "M&A Diaries," host James speaks with expert Ashley Rhoden about the crucial strategies for effectively integrating accounting firms during mergers and acquisitions. Discover the essential steps to ensure a smooth transition and maintain client relationships...
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Anthony Casey - The Secret to Thriving: ETL's Unique Accounting Model Revealed!
In this episode of "M&A Diaries", host James Gosling speaks with guest Anthony Casey about the transformative benefits of joining the ETL network for accounting firms in Ireland. Discover how ETL empowers firms to thrive while maintaining their independence and focuses on client satisfaction. ✅...
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Alan Whitman - How Baker Tilly Grew from $500M to $1.5B
What does it really take to grow an accounting firm from $500M to $1.5B in revenue? In this episode of M&A Diaries, host James speaks with Alan Whitman, former CEO of Baker Tilly, to unpack the strategy, discipline, and cultural clarity that drove their rapid rise. If you're considering...
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Julie Wilkinson - Selling Your Accounting Firm? Avoid These 3 Costly Mistakes
Thinking of selling your accounting firm? In this episode of M&A Diaries, host James sits down with acquirer and exit strategist Julie Wilkinson to unpack what really makes a firm attractive to buyers — and why so many leave money on the table. If you're looking to sell, scale, or take…
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Shiv Shah - M&A Models for Accounting Firms: Which One’s Right for You?
Should you sell your accountancy firm, stay independent, or take investment? In this episode of M&A Diaries, host James sits down with Shiv Shah, Director of M&A at TC Group, to unpack the most popular acquisition models and the real factors influencing deals in today’s fast-moving market. ✅...
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Luke Farren - Are You Sale Ready? How Tech Drives Firm Valuations
On this episode of M&A Diaries, host James speaks with Luke Farren, founder of The Modern Firm, about how accountancy practices can unlock growth and exit opportunities through smarter technology strategy. With firsthand experience of being acquired by Cooper Parry, Luke shares what really…
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Lucy Cohen - Scaling Smart: Why Mazuma Buys Firms Others Ignore
Mazuma Co-Founder Lucy Cohen joins James on M&A Diaries to share how she revolutionised accounting with the first-ever subscription model—despite industry pushback, gender bias, and no formal business background. This is not your typical firm growth story. Lucy reveals how childhood experiences...
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Paul Forsyth - Why Every Accounting M&A Needs a Corporate Lawyer
In this episode of M&A Diaries, James sits down with corporate lawyer Paul Forsyth to break down the legal essentials every accounting firm owner must know before buying, selling, or taking on investment. From avoiding costly mistakes to structuring deals that truly work, this is a must-watch for...
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Why adaptable accountants are poised to thrive in a tech-driven future
In this episode, Kerry Agiasotis, President of The Access Group Asia Pacific, discusses how technologies like AI and The Access Group’s Evo platform are transforming workflows and freeing accountants from repetitive tasks. He explains how strategic acquisitions, such as Fathom and Change GPS, are...
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AI in accounting: Fear it or embrace it?
AI is shaking up the accounting world—but is it a threat or an opportunity? 🤔 In this eye-opening conversation, Adam Tiberi, VP of Product and Engineering at The Access Group, reveals how AI is revolutionising accounting without replacing accountants. 🚀 He introduces Evo, the game-changing AI...
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What every accountant needs to know about innovation and leadership
In a rapidly evolving profession, how can accountants stay ahead of the curve? In this episode, David Boyar, General Manager of ChangeGPS, shares his journey from virtual CFO to an industry leader, offering invaluable insights on innovation, leadership, and career ownership. David opens up about...
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The Internet Changed Accounting. Web3 Will Do It Again
🎙️ Episode Summary In this debut episode, host Trent McLaren sits down with Electra Frost, a pioneering Web3 accountant and founder of ElectraFi, to explore how blockchain and decentralised technologies are transforming the accounting profession. From her unexpected journey—from punk rock…
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Building Client Advisory Services: Start Small, Scale Big
How do you build a successful client advisory service from the ground up? In this episode of Mastering CAS, Trent sits down with David Ross, CEO of Direction Staffing Solutions, to break it all down. David shares practical insights on choosing your advisory “flavour,” implementing low-risk...
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Building Vision and Strategy: Kelvin Gieck’s Playbook for Accounting Firms
🧠 Episode Summary Kieran James catches up with Kelvin Gieck as they dive into the hard truths about scaling a professional services firm and why many owners unknowingly become the bottleneck in their own business. From adopting EOS to developing leadership at every level, Kelvin lays out a...
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How to use the “Right People, Right Seats” strategy to build thriving teams
Episode Summary In this episode of Traction Talks, Kieran James (CEO of Stride Accountancy) chats with Kelvin Gieck CFA, founder of TwentyEighty — a fractional finance firm based in Calgary, Canada. Together they dive deep into the Vision component of EOS (Entrepreneurial Operating System) and…
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Unlocking EOS: How accountants can scale & systemise their firms
🎙 Episode Summary In the first episode of Traction Talks, Kieran James sits down with Kat Wellum-Kent to unpack the fundamentals of EOS (Entrepreneurial Operating System) and why it’s such a powerful framework for accounting firms. Kat shares how she implemented EOS from day one of starting her...
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Why ‘Click a Button’ Advisory is a Dangerous Lie with David Ross
Episode Summary: In the debut episode of Master Client Advisory Services (CAS), Trent McLaren sits down with David Ross, a seasoned accountant and business coach, to explore why advisory services often fail. They tackle the myth of “plug-and-play” advisory software and reveal the real reasons…
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Why Accountants Need to Embrace TikTok and Build Personal Brands Now with Nat Lennon of Two Sides
Episode Summary In this episode of Statement Brand with Chad Barnier, we explore how accountants can embrace TikTok and personal branding to elevate their firms with Natalie Lennon, founder of Two Sides Accounting. Natalie shares her evolution from a traditional accountant to a TikTok trailblazer...
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Why every accountant needs a podcast and purpose
Episode Summary In this episode, Jason Robinson, Director of Future Advisory and host of The Numbers Game Podcast, shares invaluable insights on personal branding, niching, leveraging customer feedback, and using Net Promoter Scores (NPS) to transform accounting firms. Jason reflects on his…
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Stop Faking It: How Authenticity Builds the Strongest Personal Brands
Episode Summary In this episode of Statement Brand, Andrew Van De Beek and Chad Barnier delve into the power of authenticity in personal branding. They discuss how staying true to oneself is key to building a brand that resonates deeply with others, emphasising that personal branding should...
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Secrets to Winning Clients Without Selling, Tyler Caskey’s Game-Changing Approach
Episode Summary In this episode of Statement Brand, Tyler Caskey, partner at The Bean Counters, shares his unique approach to personal branding and winning clients by leading with value instead of pushing sales. Tyler reveals how he uses LinkedIn to connect with potential clients, focusing on...
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Freddie Bellhouse on Why Accountancy is the New Hotspot for Private Equity
Episode Summary In this episode, Freddie Bellhouse, co-founder of Ford House, shares his journey from law to investment, delving into why the accountancy sector is a prime target for private equity. He discusses the recurring revenue appeal, lessons from past roll-ups, and the importance of...
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Breaking barriers, building trust & authenticity with Shaye Thyer
Episode Summary In this episode, Shaye Thyer, CEO and founder of Pallas, shares her journey of building a financial consultancy for women, emphasising the importance of impact and authenticity in business. She explores the challenges women face with money and funding, personal branding, and…
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Gen Z Marketing - How Grace Hardy grew her firm on Linkedin, Instagram & Tiktok
Episode Summary Grace Hardy shares her journey of building a personal brand as an accountant using TikTok, Instagram, and LinkedIn. She emphasises the importance of authenticity, providing value, and engaging her audience with a mix of content types, from talking head videos to short…
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How Rachel Harris Disrupted Accounting with Personal Branding
Episode Summary Rachel Harris, founder of Accountant She and Strive X, discusses her journey as a disruptor in the accounting industry and the importance of personal branding. She shares insights on using memes as a content strategy, adapting content for different social media platforms, and the...
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The Power Of Showing Up with Sarah Lawrance
Sarah Lawrence, founder and CEO of Hot Toast, discusses her journey in working with small to medium businesses in the creative and fast growth tech spaces. She emphasizes the importance of building relationships and adding value to clients. Sarah shares her approach to personal branding, which...
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The impact of private equity on growth
Episode Summary In this episode, James Gosling hosts a discussion with Scott Heath, CEO of DJH, about the evolving landscape of accountancy and the transformative role of private equity. Scott shares insights from his journey, detailing how DJH scaled from a regional practice to a top industry...
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Succession Planning and Talent Development
Episode Summary In this episode, James Gosling hosts a conversation with Pippa Miller-Hawkes and Allan Wilson, who share their insights into the challenges and strategies around succession planning in the accounting industry. They discuss the importance of nurturing the next generation of…
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The step by step process leading up to a transaction
Episode Summary In this episode, James Gosling interviews Jonathon Dickens about the intricate process of acquisitions in the M&A space. They walk through each step, from the initial introductory meeting, where trust is built, to the negotiation of the offer and drafting of heads of terms.…
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Successfully integrating acquired firms
Episode Summary In this episode, John Holliday, owner of Pocknolls, joins James Gosling to discuss the intricacies of post-completion integration in mergers and acquisitions within the accounting industry. They explore key factors for successful integration, including team cohesion, branding,...
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UK vs. USA - How does the M&A landscape change?
Episode Summary In this episode, Allan Koltin and James Gosling dive into the evolving M&A landscape within the accounting profession, examining trends in the US and UK. They discuss the significant influence of private equity, the challenges of succession planning, and the intensifying war for...
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Market dynamics and opportunities for independent firms
Episode Summary In this episode, Nikki and Nigel Adams of Ad Valorem join James to discuss the evolving landscape of acquisitions in the accounting industry. They delve into the impact of private equity, the importance of cultural alignment in mergers, and the challenges and opportunities for...
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ABOUT THIS SHOW
The Firm brings you exclusive, peer-led content designed for accountants and bookkeepers looking to thrive in an evolving industry. Featuring a collection of shows, including 'Statement Brand,' 'M&A Diaries,' and more, our podcast provides in-depth exploration into the technical, leadership, and strategic aspects of accounting today.
From navigating mergers and acquisitions to building a standout firm brand, each episode connects you with the real experts—accountants, industry leaders, and consultants—who share their stories, insights, and practical advice. No fluff, just real, actionable knowledge you can use to shape your practice and stay ahead of emerging trends.
Statement Brand dives into the intersection of branding, marketing, and accounting, helping you build a personal or firm identity that stands out. M&A Diaries takes you behind the scenes of mergers and acquisitions in the accounting world, offering honest discussions on what works, what doesn’t, and
HOSTED BY
The Firm
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Frequently Asked Questions
How many episodes does The Firm have?
The Firm currently has 32 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Firm about?
The Firm brings you exclusive, peer-led content designed for accountants and bookkeepers looking to thrive in an evolving industry. Featuring a collection of shows, including 'Statement Brand,' 'M&A Diaries,' and more, our podcast provides in-depth exploration into the technical, leadership, and...
How often does The Firm release new episodes?
The Firm has 32 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Firm?
You can listen to The Firm on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Firm?
The Firm is created and hosted by The Firm.
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