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Counting on Change
Leigh Stallard
18 episodes
2 days ago
Cloud Accounting promised to change the game for accountants, bookkeepers - but the majority of firms are still stuck, struggling to embrace change and adopt the tools the tools they've selected. This podcast is all about helping saas vendors, accountants and bookkeepers to navigate the difficult process of change together, with tips and advice from some of the leaders in our space.
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Technology
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All content for Counting on Change is the property of Leigh Stallard and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Cloud Accounting promised to change the game for accountants, bookkeepers - but the majority of firms are still stuck, struggling to embrace change and adopt the tools the tools they've selected. This podcast is all about helping saas vendors, accountants and bookkeepers to navigate the difficult process of change together, with tips and advice from some of the leaders in our space.
Show more...
Technology
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What Accountants REALLY Want From Vendors (& Their Account Managers)
Counting on Change
36 minutes 1 second
7 months ago
What Accountants REALLY Want From Vendors (& Their Account Managers)

Join us as Stephen shares his experiences and lessons (sometimes painful ones) of dealing with Vendors. 


Stephen and his firm Valued Accountancy are bone-fide early adopters - with a ‘fastest growing partner’ award at Xero’s first UK Xerocon in 2012 as proof. They’ve dealt with all manner of vendors and account managers from the best in the business to… well, not the best.


We discuss the importance of resisting that tempting urge to mass-apply solutions and how crucial clear communication with your team and vendors is. 


00:00 Coming Up…

01:03 This week - Stephen Paul

02:58 Defining a vision for the firm

05:53 Getting the team behind the vision 

09:00 Red flags with Vendors

13:43 Trust and honesty

19:43 How to manage your account manager

25:03 Being upfront with vendors

29:03 Top advice to young account managers

34:19 Who would play you in a film?

Counting on Change
Cloud Accounting promised to change the game for accountants, bookkeepers - but the majority of firms are still stuck, struggling to embrace change and adopt the tools the tools they've selected. This podcast is all about helping saas vendors, accountants and bookkeepers to navigate the difficult process of change together, with tips and advice from some of the leaders in our space.