『The Connected Accountant』のカバーアート

The Connected Accountant

The Connected Accountant

著者： Wayne Findlay Talila Kroy Ian Aldridge
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 The Connected Accountant is the essential podcast for accounting firm partners, directors, and business managers who want to grow their practice, increase profitability, and achieve freedom through strategic partnerships. Featuring three industry experts – Talila Kroy (partnerships and business growth specialist), Wayne Findlay (offshoring pioneer and chartered accountant), and Ian Aldridge (progressive lawyer working alongside accountants) – each episode explores how accountants can transform their practices through embedded partnerships. What makes this podcast different: Unlike other accounting podcasts that focus solely on technical skills or technology, The Connected Accountant addresses the fundamental shift happening in professional services: the move from transactional compliance work to becoming true trusted advisors through strategic collaboration. You'll hear from experts who have built successful businesses and helped hundreds of firms do the same. What you'll discover: • How to build a structured partnership ecosystem with 7-8 strategic partners who deliver consistent referrals • The three freedoms framework: achieving wealth, time, and stress-free living • Breaking down traditional barriers between accountants, lawyers, and other professionals • Creating seamless client experiences that strengthen relationships and increase retention • Practical strategies for scaling your practice without burnout • Real stories and proven systems from professionals who've done it themselves • How to solve capacity issues through smart partnerships and offshoring • Becoming the trusted advisor your clients need. About the expert panellists: Talila Kroy is the founder of emple and a partnerships expert who has built her career on the power of strategic alliances. After overcoming tremendous personal challenges, she discovered that what you can't achieve alone, you can accomplish with aligned partners. Through Emple's Partner Suitcase program, she helps accounting and advisory firms build partner ecosystems that deliver ideal clients consistently. Wayne Findlay is CEO and co-founder of The Back Room, a chartered accountant who built a successful practice in New Zealand with his brother Scott before pioneering an offshoring model. As an early partner of Xero and cloud technology, Wayne understands firsthand the power of partnerships and also the pressures accountants face. Today, The Back Room helps 150+ accounting firms across Australia, New Zealand, the UK, and the US achieve the "three freedoms" - wealth, time, and stress-free living. Ian Aldridge is Principal and Founder of Progressive Legal, a NewLaw firm that has advised over 5,000 businesses in the last 10 years. After 20 years practising law in Australia and the UK, Ian became disillusioned with how legal services were being delivered to small businesses - either wrong, too expensive, or both. He founded Progressive Legal to work alongside accountants rather than against them, creating seamless experiences for clients through collaboration. Episode format: Each 30-minute episode features panel discussions, real-world case studies, and actionable strategies you can implement immediately in your practice. Co-hosted by Anthony Perl, the conversations are practical, insightful, and focused on helping you build a thriving practice. Release schedule: New episodes every two weeks. A Partner Alchemy Podcast for Thought Leaders, produced through a joint venture between emple and Podcasts Done For You, bringing partnership thinking to life. Produced by: https://podcastsdoneforyou.com.au and co-hosted by Anthony PerlA Partner Alchemy Podcast for Thought Leaders, produced through a joint venture between emple and Podcasts Done For You, bringing partnership thinking to life. 政治・政府 教育 経済学
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  • Why Traditional Marketing is Failing Accountants: The Partnership Solution to the Trust Recession

    Why Traditional Marketing is Failing Accountants: The Partnership Solution to the Trust Recession
    2025/12/04
    Episode Summary:

    In this episode, Talila Kroy, Wayne Findlay, and Ian Aldridge explore why traditional marketing methods are failing accountants and how the "trust recession" is changing the game. Discover why partnerships and human-to-human connections are becoming the most effective way to grow your practice in an increasingly noisy digital landscape.

    What You'll Learn:
    • Why SEO and traditional marketing are becoming less effective with AI disruption
    • How the trust recession is making cold marketing nearly impossible
    • Why partnership marketing delivers higher quality leads at lower cost
    • The importance of niching and becoming known for a specific expertise
    • How to leverage your partners' databases for events and workshops
    • Why quality partnerships beat quantity every time

    Key Takeaways:
    1. Traditional marketing budgets can be significantly reduced when you have structured partnerships in place
    2. Clients referred through partners convert at 75% compared to much lower rates from cold marketing
    3. Trust is transferable—when a trusted advisor refers you, clients come with confidence
    4. Every accountant should identify their niche and communicate it clearly to partners
    5. Partnership marketing allows you to speak directly to target markets through your partners' audiences

    Notable Quotes:

    "If you think about us at Emple, we've had the privilege of working with a lot of businesses and they've spent tens of thousands of dollars on their marketing funnels and websites. And half the time it's totally hit and miss." - Talila Kroy

    "If I was to set up an accounting firm again, my marketing budget would be a lot lower than what it was back in the day, just through partnership having a good partnership structure set up." - Wayne Findlay

    "When you are referring clients because we've got a relationship, you want to make sure that the clients that we send are of higher quality. There's accountability there too." - Ian Aldridge

    Roundtable Events

    Information, including registration details, for Roundtable events for Accountants: https://thebackroomop.com/thepartnershipeffect

    Panelist Information:

    Talila Kroy - Emple

    • Website: emple.com.au
    • LinkedIn: linkedin.com/in/talila-kroy
    • Specialisation: Building partner ecosystems for fast-growing businesses

    Wayne Findlay - The Back Room

    • Website: thebackroomop.com
    • LinkedIn: linkedin.com/in/waynenz
    • Specialisation: Offshoring solutions for accounting firms

    Ian Aldridge - Progressive Legal

    • Website: progressivelegal.com.au
    • LinkedIn: linkedin.com/in/ianaldridge1
    • Specialisation: NewLaw firm for growing Australian businesses

    Production:

    Co-host - Anthony Perl - Podcasts Done For You

    • Website: podcastsdoneforyou.com.au
    • LinkedIn:
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    17 分
  • Why Partnerships Are the Future of Accounting: Building Trust, Growth & Freedom in the AI Era

    Why Partnerships Are the Future of Accounting: Building Trust, Growth & Freedom in the AI Era
    2025/11/19
    Episode Summary:

    In this inaugural episode, Talila Kroy (Emple), Wayne Findlay (The Back Room), and Ian Aldridge (Progressive Legal) reveal why partnerships are essential for accounting firms navigating AI disruption and the trust recession. Discover how to become a true trusted advisor while achieving sustainable growth and freedom.

    What You'll Learn:
    • Why the "trust recession" makes partnerships more critical than ever for accountants
    • How to build a structured partnership ecosystem with 7-8 strategic partners
    • The three freedoms framework: wealth, time, and stress-free living
    • Why quality partnerships beat quantity every time
    • How to break down barriers between accountants and lawyers for seamless client experiences
    • The difference between ad hoc referrals and embedded partnerships

    Key Takeaways:
    1. Partnerships provide the human-to-human connection that AI cannot replace
    2. Structure and formalisation are essential; casual referrals aren't enough
    3. Every accountant needs 7-8 strategic partners serving the same clients
    4. Getting professionals on the same page early prevents conflicting advice
    5. What you can't achieve alone, you can accomplish with aligned partners

    Notable Quotes:

    "What you can't achieve as an individual, you can achieve with a group of aligned parties working for the same client." - Talila Kroy

    "It's not about having hundreds of partners—it's about having good quality partners and making sure the relationship is structured." - Wayne Findlay

    "When accountants and lawyers get on the same page early, clients receive better advice and have more confidence in both professionals." - Ian Aldridge

    Roundtable Events

    Information, including registration details, for Roundtable events for Accountants: https://thebackroomop.com/thepartnershipeffect

    Panelist Information:

    Talila Kroy - Emple

    • Website: emple.com.au
    • LinkedIn: linkedin.com/in/talila-kroy
    • Specialisation: Building partner ecosystems for fast-growing businesses

    Wayne Findlay - The Back Room

    • Website: thebackroomop.com
    • LinkedIn: linkedin.com/in/waynenz
    • Specialisation: Offshoring solutions for accounting firms

    Ian Aldridge - Progressive Legal

    • Website: progressivelegal.com.au
    • LinkedIn: linkedin.com/in/ianaldridge1
    • Specialisation: NewLaw firm for growing Australian businesses

    Production:

    Co-host - Anthony Perl - Podcasts Done For You

    • Website: podcastsdoneforyou.com.au
    • LinkedIn: linkedin.com/in/adperl/

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    28 分
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