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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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Unlocking EOS: How accountants can scale & systemise their firms
The Firm
47 minutes 43 seconds
7 months ago
Unlocking EOS: How accountants can scale & systemise their firms

🎙 Episode Summary

In the first episode of Traction Talks, Kieran James sits down with Kat Wellum-Kent to unpack the fundamentals of EOS (Entrepreneurial Operating System) and why it’s such a powerful framework for accounting firms. Kat shares how she implemented EOS from day one of starting her firm, and why she believes every firm — no matter the size — can benefit from it. They touch on all six core EOS components (Vision, People, Data, Issues, Process, Traction) and discuss how EOS has helped them structure teams, prioritise goals, and grow with clarity.



âś… Key Takeaways


  • EOS is a business framework that brings structure, clarity, and alignment — for you and your team.
  • You don’t have to “do it all” to get started. EOS can be applied in phases.
  • Meeting cadence, scorecards, and issue solving help create rhythm and accountability.
  • “Right person, right seat” is critical for team success — and makes tough decisions easier.
  • EOS isn't just for big firms. Kat implemented it with a two-person team.
  • The biggest challenges ahead? People and AI. EOS helps you build resilience for both.



đź’¬ Notable Quotes


“EOS gave me the framework to build the business I wanted — not just do the work.” – Kat Wellum-Kent
“You don’t have to wait until you're big. Just get stuck in and do it from the start.” – Kat Wellum-Kent
“EOS helps you decide what you are — and what you’re not.” – Kieran James



👤 Guest Bio


Kat Wellum-Kent is the Founder of Fractional, a UK-based advisory firm delivering part-time CFO support to scaling businesses. After launching in 2023, Kat implemented EOS from day one to help structure her firm with clarity, purpose, and growth in mind. She’s passionate about helping businesses scale intentionally — and using EOS to make it happen.



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.