eth Fineberg spent most of his professional career writing for the accounting industry. In this episode, he joins Stuart to share his new business venture, and how he's going to help bridge the gap between tech vendors and the community they serve. Episode notes: Gaining the trust of customers is more important than ever for tech vendors (04:20) Helping all boats rise by supporting small businesses (05:30) Seth's business venture into Accountants Forward (08:25) Using quality content to help advance the accounting profession (10:00) Seth's journey from business journalism to AccountingWEB (11 ..read more

Alasdair McGill, Managing Director at Ashton McGill brings his client Colin Munro, Founder of Miconex, to share the journey they went on together that turned a small, local Scottish startup into growing global business. How Alasdair developed a service-oriented mindset at EY (02:00) Bringing a bespoke designer approach to accounting at Ashton McGill (04:34) Colin's journey from marketing to restaurants to a small business startup (07:30) The accelerated consumer desire to support the local economy (17:00) How Colin's firm, Miconex, is making it easy to shop local (18:55) When an accountant be ..read more

Jennie Moore wears two professional hats: one as an accounting firm owner, the other as Ignition's Partnerships Manager. In this episode, Jennie joins Stuart to discuss all things accounting and technology—from what can be done to make the accounting industry attractive again, to how technology can be used to augment accountants' capacity. When Jennie met Stuart (00:45) Balancing life as Ignition's Partnership Manager and accounting firm owner (02:30) 'Numbers accountants' vs. 'purpose accountants' (07:00) How to make accounting sexy again (09:45) Finding unexpected talent (14:00) Technology ..read more

Anton Colella's journey in accounting is unconventional. After 18 years as a religious teacher, he joined Scotland's Institute of Chartered Accountants and later became the CEO of Moore Global, one of the world's largest accountancy networks. In this episode, Anton shares his story as a religious teacher, a leader, and a man with a strong sense of a higher purpose. Episode notes: Anton's 18 years as a religious teacher and a sports coach (01:00) The profound fulfillment of being an educator (04:00) How a major crisis in the Scotland education system incidentally changed Anton's professional p ..read more

Candy Bellau grew up with an unconventional father who applied his genius in all the wrong ways. In this episode, Candy candidly shares how others' mistakes enlightened her to live a life of integrity, and what she's doing to maintain work-life balance for herself and her staff. Learning how to do bookkeeping at 14 years old (01:20) Uncovering major accounting fraud while working as a bookkeeper (03:00) How Candy's evil genius father shaped her moral and ethical codes (05:00) Reconnecting with her father on his deathbed (12:00) Candy's accidental involvement with a check-kiting scheme (18:00 ..read more

Rob Santos and Rory Henry of Arrow Root Family Office join Stuart to discuss how accountants are primed to be strategic advisors in the wealth and family management space. Together, they talk about: Why accountants are well-positioned to get involved in wealth management (02:15) The origin story of Arrowroot Family Office (07:00) Creating a personalized financial advisory experience (09:40) Diversifying an accountant's portfolio with wealth management (12:00) Are accountants the future of investment advisory? (15:30) How accountants can add value to a holistic financial plan (28:06) Planning ..read more

Stefan van Duyvendijk is the Accounting Operations Evangelist at FloQast. In this episode, Stefan chats with Stuart about the pains that drove FloQast's founders to building their own solution, and what sets the company apart from its competitors in the marketplace. Together, Stefan and Stuart discuss: Living and skiing in Utah (02:00) A fed-up accountant's quest for changing the status quo (05:32) Stefan's career journey before FloQast (08:08) Adopting new skill sets as a brand evangelist (12:09) How FloQast is redefining accounting operations (14:12) FloQast's 2023 strategic plan (21:00) Bu ..read more

Natalie Lennon, accounting firm owner, automation guru and podcaster, joins Stuart to discuss her career journey that led to Two Sides Accounting. They also chat about the talent shortage and what Natalie is doing to live the '4-day work week dream'. Natalie’s winding journey in accounting (2:00) Becoming a partner at 28 years old (6:10) The light-bulb moment that birthed Two Sides Accounting (7:15) A passion for working with startups and progressive businesses (9:00) Work smarter, not harder through automation (10:00) The talent shortage and coming full circle around remote work (13:30) COVI ..read more

Dan Luthi is a partner at IgniteSpot Accounting, a virtual accounting and fractional CFO service firm. In this episode, Dan shares IgniteSpot Accounting's journey, his favorite client stories, and how accountants can provide a sense of clarity for clients in an increasingly unfathomable world. The genesis of IgniteSpot Accounting (01:00) Helping clients achieve 100x growth within 5 years (03:25) IgniteSpot Accounting's ideal client profile (05:26) Dan's preferred accounting tech stack (06:40) Going from hybrid to fully remote (07:51) Taking an organic, value-based approach to marketing and gr ..read more

Leah Roe is a CPA-turned-leadership-coach and organizational trust expert. In this episode, Leah and Stuart chat all things 'trust'. Leah shares how she unexpectedly got into the people and cultures space, the five behaviors that build trust in the workplace, and she turns the table on Stuart to find out how Karbon is rebuilding trust after a difficult company-wide layoff. Time-stamped episode notes: From VP of Finance to VP of People Operations (00:30) Getting laid off during maternity leave (06:34) The evolution of finding her niche in trust and leadership coaching (10:23) Would you have go ..read more