Smart Ways Accountants Can Use Data for More Advisory Work - Accounting Voices Podcast

Episode 33

Smart Ways Accountants Can Use Data for More Advisory Work

Published on: 17th January, 2019

Phil Hobden

Phil Hobden is the Head Of Partnerships at Futrli. With over 40,000 users globally, Futrli is the market-leading forecasting & reporting platform for both accountants and SMBs. The winner of Xero Practice App of the Year for 2018, Futrli secured Series A funding in 2018 to continue to develop innovative solutions to support SMBs and empower financial decision-making.

Before Futrli, Phil worked in senior positions in the RBS Group, in both asset finance and direct SMB lending teams, and previous to that ran a successful media production business. Shownotes include:

  • What separates the good accounting firms from the great ones is culture – that desire to embed the change required to be great
  • The reasons why accounting firms should be changing the culture in their
  • Why price is a massive factor in the compliance vz advisory debate for accountants
  • For accountants, advisory is simply consulting and finding out what your clients need
  • Good advisors have a coaching element to their advisory skills
  • How can technical accountants develop the sales skills required to position and win advisory work?
  • The one logical place that accounting firms should start when it comes to jumping into the advisory space
  • An example of a winning strategy for introducing advisory to business owners
  • How accountants can lay out the software adoption process to show clients the advisory journey
  • Why reporting technology like Futrli is crucial (and much better than excel) to help accountants deliver advisory work
  • Why it’s important to look at the accountant-client relationship before focusing on the sale when it comes to winning advisory work
  • Why banks and bankers have lost their trusted advisor status and how accountants are now in prime position to take advantage
  • The importance to accountants of advisory services to help with client retention
  • The impact of the diminishing loyalty across the world due to us all becoming more value sensitive consumers
  • Value is completely bespoke from one client to another, which is why accountants need to personalise
  • In the best accounting firms, advisory is a firm wide strategic roll-out vz ‘loose cannons’ doing their own thing
  • The three qualities that make a good accountant great.

Outside of work, Phil plays roller Derby and hosts his own film based podcast. Find out more at www.futrli.com or to contact Phil directly:

Twitter: @DashboardPhil

Phil on LinkedIn

07985 684760

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About the Podcast

Accounting Voices Podcast
Accounting Voices helps people in the accounting world stay relevant visible and vocal. Host Rob Brown interprets trends reshaping the profession and gives listeners insight to build authority influence and a stronger voice in firms and markets.
Accounting Voices, hosted by Rob Brown, helps decision makers and leaders in accounting and finance stay relevant, visible and vocal in a profession being reshaped by technology, private equity, regulation and shifting client expectations. Each episode interprets the trends disrupting accounting and finance such as AI, automation, M&A, talent and the move to advisory and translates them into practical insight that strengthens authority and influence.
Accounting Voices is also a platform for the wider ecosystem of networks, associations, educators, consultants, software vendors and technology experts who serve accountants and finance professionals worldwide. It extends into regular Accounting Voices networking sessions that connect this audience and amplify ideas that move the profession forward. With its international reach and long shelf life the show delivers credibility and commercial value for listeners and sponsors alike. Search for "Accounting Voices" on YouTube for all episodes and connect with Rob Brown on LinkedIn to find out more: https://www.linkedin.com/in/therobbrown

About your host

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Rob Brown

ob Brown is the creator and host of the Accounting Voices Network, a media platform that includes the flagship solo podcast Accounting Voices and the panel shows Accounting M&A and Accounting Tech. He chairs conferences, panels and virtual events worldwide and is recognised as a leading advocate for the accounting profession.

He is an accomplished speaker and authority on trust, reputation, employer brand, talent, succession, executive presence and the forces shaping the future of accounting. Rob is the author of the bestselling book Build Your Reputation (Wiley) and his TEDx talk The Personal Brand of You has been viewed more than 400,000 times.

A former co-founder of the Accounting Influencers Roundtable, Rob now focuses on amplifying the voices of leaders, firms, networks, vendors and influencers across the global accounting ecosystem.

Outside of work he is a stroke survivor, lives with epilepsy, holds a black belt in kickboxing and is based in Nottingham, UK. He plays chess and backgammon, loves orange chocolate and is allergic to grapefruit.