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The Firm
The Firm
32 episodes
1 month ago

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 how to navigate the complexities of scaling your firm.


Whether you’re a firm owner, a sole practitioner, or just getting started in the field, The Firm is here to democratise industry knowledge, put accountants in the spotlight, and help you take your career to the next level.


Subscribe now and join the conversation that’s reshaping the accounting industry.


Hosted on Acast. See acast.com/privacy for more information.

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All content for The Firm is the property of The Firm 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.

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 how to navigate the complexities of scaling your firm.


Whether you’re a firm owner, a sole practitioner, or just getting started in the field, The Firm is here to democratise industry knowledge, put accountants in the spotlight, and help you take your career to the next level.


Subscribe now and join the conversation that’s reshaping the accounting industry.


Hosted on Acast. See acast.com/privacy for more information.

Show more...
Careers
Business,
Marketing,
Entrepreneurship
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Building Vision and Strategy: Kelvin Gieck’s Playbook for Accounting Firms
The Firm
48 minutes 24 seconds
7 months ago
Building Vision and Strategy: Kelvin Gieck’s Playbook for Accounting Firms

đź§  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 practical, founder-tested approach to building a resilient, values-aligned accounting firm that doesn’t rely on you for every decision.


âś… Key Takeaways

  • Most accounting firms don’t scale—they stretch. Growth without systems leads to burnout, not freedom.
  • EOS gave the team structure, language, and alignment. Implementing tools like Rocks, Scorecards, and Vision/Traction Organizer (V/TO) was a game changer.
  • Delegate outcomes, not tasks. You can’t scale if you’re the one solving every problem.
  • The leadership team is everything. Train people to lead so the firm isn’t solely dependent on you.
  • Values must be operational. Your core values should drive hiring, firing, and daily behaviour—not just live in a handbook.


đź’¬ Notable Quotes


“We didn’t realise it at first—but we had built a business that couldn’t run without us. That had to change.”
– Kelvin Gieck
“EOS gave us a common language. It’s not just a system—it’s how we think now.”
“You’re not building a business if you’re still solving every problem yourself.”
“Your people can’t hit a target they can’t see. Vision must be clear—and repeated often.”


👤 Guest Bio: Kelvin Gieck, CFA


Kelvin Gieck is the co-founder of TwentyEighty, a modern Canadian accounting and advisory firm focused on helping entrepreneurs grow with confidence. A Chartered Financial Analyst (CFA) by training, Kelvin blends deep financial expertise with a passion for operational excellence.

Through his EOS journey, Kelvin has transformed TwentyEighty into a values-led, system-driven firm that empowers its people and scales without chaos. He’s also a speaker and advocate for helping other firm owners adopt better tools, habits, and mindsets for growth.



Hosted on Acast. See acast.com/privacy for more information.

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 how to navigate the complexities of scaling your firm.


Whether you’re a firm owner, a sole practitioner, or just getting started in the field, The Firm is here to democratise industry knowledge, put accountants in the spotlight, and help you take your career to the next level.


Subscribe now and join the conversation that’s reshaping the accounting industry.


Hosted on Acast. See acast.com/privacy for more information.