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.
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.
Episode Summary:
In the debut episode of Master Client Advisory Services (CAS), Trent McLaren sits down with David Ross, a seasoned accountant and business coach, to explore why advisory services often fail. They tackle the myth of “plug-and-play” advisory software and reveal the real reasons firms struggle to launch and scale these services. Packed with actionable insights and hard-earned lessons, this episode is your guide to breaking free from tech dependency and mastering the fundamentals of advisory success.
Key Takeaways:
✅ The critical importance of client segmentation and understanding your firm's strengths before diving into advisory.
✅ Why relying solely on software creates “shelf-ware” instead of sustainable client solutions.
✅ The art of listening: How meaningful client conversations uncover true advisory opportunities.
✅ Steps to design a foundational process for advisory services that aligns with your client base and skillset.
✅ The value of piloting advisory services and starting small to scale successfully.
Notable Quotes:
Guest Bio:
David Ross is a Chartered Accountant with over 26 years of experience, a business coach, and the founder of Super Coach. After growing and managing his own accounting firm, David pivoted to helping accountants and bookkeepers break through the barriers of delivering advisory services. His innovative Super Firm model has helped countless professionals redefine their approach to client strategy and scale their advisory offerings effectively. David is passionate about helping firms unlock their full potential through strategy, coaching, and practical frameworks.
Hosted on Acast. See acast.com/privacy for more information.